Benevia Payments

Get paid, the good way.

Seamless, simple credit card and ACH payments built into the Benevia software you already use to run your business.

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The Idea

The payment is part of the transaction

Taking a payment and recording it are one job. When they live in separate systems, someone has to retype the amount, match the invoice, and check the records agree. Benevia Payments removes those handoffs.

  1. 01

    Start from the invoice or order

    Accept a card-not-present credit card or ACH payment right where the transaction already lives.

  2. 02

    Use a stored payment method

    Securely stored cards and bank accounts can be used for future payments the customer has authorized.

  3. 03

    Enter it once

    Successful payments post automatically to the right transaction, and reconciliation keeps your records in sync.

  4. 04

    Manage from one place

    Review payment history and process refunds without leaving Benevia.

Side by Side

Less handling between charge and ledger

An illustrative comparison. Your current arrangement may differ.

Activity Separate processing Benevia Payments
Start a payment Find the transaction and re-enter its details in another system Start from the Benevia invoice or order
Record the payment Return to Benevia and record it by hand Posts automatically to the transaction
Keep records aligned Match processing and accounting records manually Integrated posting and reconciliation
Repeat purchases Ask for payment details again Use securely stored, authorized methods
Refunds Work through the separate processor Process within the same workflow
Get help Coordinate across software and processing providers One point of contact at Benevia
What's Included

Everything you need to collect

Card & ACH

Card-not-present credit card and ACH bank payments, side by side in one environment.

Secure stored methods

Keep authorized cards and bank accounts in a purpose-built place instead of notes or spreadsheets.

Automatic posting

No second entry. Payments apply to the right customer transaction on their own.

Refunds & history

Payment history stays connected to the customer, invoice, and order.

Fast settlement

Funds settle to your configured bank account, typically within two business days.

Support from Benevia

Onboarding help and ongoing payment support are included at no additional charge.

Pricing

Pay only when you process

No setup fee, no monthly fee, no minimum volume, and no minimum commitment.

Credit card

3.2% + $0.30

per card-not-present transaction

ACH

0.5% + $0.50

per transaction, a lower-cost option for the right payments

Rates as of September 2026. Benevia Payments is optional, and you can keep using Benevia software without it.

Getting Started

Turn it on from inside Benevia

Use it where it helps; there's no need to move everything at once.

  1. 01

    Open Settings

    Go to Settings > Financials > Benevia Payments and select Get started with Benevia Payments.

  2. 02

    Apply

    Complete the merchant application with your business and identity information and submit it for approval.

  3. 03

    Add your bank account

    Set up the settlement account where your funds will land.

  4. 04

    Start collecting

    Once approved, accept card and ACH payments straight from your invoices and orders.

Roadmap

What's next

Today's features are listed above. Pricing for future capabilities hasn't been set.

  • Recurring payments & autopayComing soon
  • Payment linksComing soon
  • Customer self-service paymentsComing soon
  • Card-present processingPlanned for 2027
  • Integrated payment devicesPlanned for 2027
Questions

Common questions

Do I have to use Benevia Payments?

No. It's optional. You can keep using Benevia software without enabling it.

My current processor's rate is lower. Why switch?

Compare the whole workflow, not only the rate. Benevia Payments removes separate gateways, duplicate entry, manual posting, and reconciliation work. Your own mix of transactions and staff time decides what's right, and you can use it only where it adds value.

Is storing payment information secure?

Benevia Payments gives you a purpose-built way to store authorized cards and bank accounts, so staff don't need to write numbers down or keep them in spreadsheets. Storage supports future use only when the customer has authorized it.

Can I take payments in person?

Not yet. Card-present processing and integrated devices are planned for 2027. Today Benevia Payments supports card-not-present credit card and ACH payments.

Who do I call if something goes wrong?

Benevia. We support both the software and the payment workflow, so you don't have to coordinate between a gateway and an integration partner.

Ready to get paid the good way?

Open Settings > Financials > Benevia Payments in your Benevia application, or talk to us first.

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