Professional services and accounting
Benji Pays handles client invoice delivery, reminders and payment posting while your team focuses on the work clients hired you to do.
Sample client invoices
Sample- Sample monthly fee $1,200.00 Autopay on the due date Scheduled
- Sample project invoice $4,800.00 Bank payment from the link Paid
- Sample open invoice $950.00 Reminder for this client only Reminded
From client work to payment
Create the invoice the way you already do, in Harvest, your CRM, your PSA, or your accounting software. Benji Pays picks it up once the invoice reaches your accounting system, whichever of those created it. Accounting software includes QuickBooks Online and Xero.
-
Invoice the engagement
Create the invoice the way you already do, in Harvest, your CRM, your PSA, or your accounting software. Benji Pays picks it up once the invoice reaches your accounting system, whichever of those created it.
-
Set the client relationship
Offer a payment link or autopay, with customer-specific reminder and payment rules.
-
Keep the books aligned
Benji Pays applies payments to invoices and syncs payment activity back to accounting.
Sample client invoice
Sample$1,200.00 Sample invoice
- Completed. 1 Invoice picked up From the accounting system
- Completed. 2 Link or autopay Rules for this client
- Completed. 3 Synced to accounting Payment applied to the invoice
Keep more of every retainer
A monthly retainer and a large project invoice are collected the same way. Bank payments cost less than card. Our software fees never take a percentage of your revenue. Processor fees still apply.
-
Our software fees never take a percentage of your revenue. Processor fees still apply.
-
Bank payment or card
For accounting firms collecting their own fees
Accounting firms on flat-rate recurring billing contracts can put those clients on autopay, let reminders handle the rest, and post every payment back to the books. Need a workflow that matches the contract? Build custom workflows on the Benji Pays API (opens in a new tab).
-
Flat-rate recurring contracts
-
Autopay
-
Posted to your books
Who this is for
Accounting and bookkeeping firms
Marketing, creative and digital agencies
Law and trademark firms collecting service invoices
Consultancies and advisory businesses
A marketing-business customer
Enrollment Resources, an education marketing and lead-generation business, appears among Benji Pays customers.
-
Education marketing
-
Lead generation
Customers
Questions from professional firms
Do we have to change how we create invoices?
No. Create the invoice the way you already do, in Harvest, your CRM, your PSA, or your accounting software. Benji Pays picks it up once the invoice reaches your accounting system, whichever of those created it.
Does this work for monthly client fees?
Yes. For customers enrolled in autopay, Benji Pays processes invoices when their due dates are met.
Do all clients get the same reminders?
No. Set invoice communications and payment rules broadly or customer by customer.
Do clients have to ask us for old invoices?
No. They retrieve invoices and manage saved payment methods in the self-service portal.
Can we build our own workflow?
Yes. The Benji Pays API and developer docs let your team or developer connect Benji Pays to the tools you already run. See the API docs (opens in a new tab).