HaloPSA integration - QuickBooks Online

Modified on Fri, 08 Sep 2023 at 01:25 PM

If you send invoices to your customers directly from HaloPSA, you can easily add an integrated Benji Pays Pay Now link to your invoice email template.


  1. HaloPSA is configured with QuickBooks Online integration: https://halopsa.com/guides/article/?kbid=1234


  1. Open HaloPSA and navigate to:

  2. Find and edit the email template with the description: "Invoice Email Subject"

1. In another browser tab, log in to your Benji Pays account

2. In Benji Pays, navigate to Settings > Company Settings and scroll down to the "Customer Portal Settings" section

    • Scroll down to Enable "Require transaction amount on Pay Now invoices" and then click "Save Portal Settings":

    • In Benji Pays, navigate to Settings > Custom Payment Links

      • Find the first link on the page under the title "Use this link in QuickBooks Online in your email templates" and click Copy to add the link to your clipboard:

        • Navigate back to the HaloPSA tab and find a good spot to paste the link into the body of your invoice email template

        • If you have enabled the setting to Sync HaloPSA invoice number to QuickBooks Online, In the link, replace [Invoice No.] with $INVOICEID



If QuickBooks Online is setting the invoice numbers, replace [Invoice No.] with                       $THIRDPARTYINVOICENUMBER


When you send the invoice email, HaloPSA will insert the invoice number and transaction total to the URL and it will look like:


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