HaloPSA integration - QuickBooks Online

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.

Prerequisite:

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

Steps:

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":

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  • 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:

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    • • 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

https://www.benjipays.com/portal/YourPortal/pay/?InvoiceNumber=$INVOICEID&transactionAmount=$invoicetotal

        OR 

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

https://www.benjipays.com/portal/YourPortal/pay/?InvoiceNumber=$THIRDPARTYINVOICENUMBER&transactionAmount=$invoicetotal

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

https://www.benjipays.com/portal/YourPortal/pay/?InvoiceNumber=1668&transactionAmount=525.75