Skip one invoice for a customer. Is this possible?

Modified on Tue, 18 Jun at 1:35 PM


Benji Pays invoice skip settings allow you to control which invoices will be skipped by making small changes to them in your accounting system.  We designed it this way to keep you in the tools you already use, and minimize how often you need to come into Benji Pays.





Step 1: Log into Benji Pays.









Step 2: Click "Settings>Company Settings".








Step 3: Scroll down until you see "Invoice Skip Settings".





Skip invoices with invoice date prior to:


To have Benji Pays skip any invoices prior to a specific date, select a date and click "Save Invoice Skip Settings".  


This is a great feature if you only want to auto process invoices after a specific date, say only invoices after the date you set up Benji Pays.




QuickBooks Online and Desktop Only:



Memo Field Skip:


Skip invoices when their Memo field (QuickBooks Desktop) or Message on Statement or Message on Invoice (QuickBooks Online) contains the following text (it can also contain other text, Benji will search the entire memo field). Ensure this is something that wouldn't normally show up in your memo fields, consider using special characters.


e.g. if you enter *NAP* in this field, and then enter the same text in the Message on Invoice on an invoice in QuickBooks online, that invoice will not be processed during Auto Processing. 


This is is an easy way to skip a single invoice that you don't want to have automatically processed.



Payment Terms:


You can control which invoices will be processed or skipped during Auto Processing based on your QuickBooks payment terms on the invoice.


To disable processing for any invoices that have a specific Payment Terms, turn off the switch for that payment term and click "Save Invoice Skip Settings".  Those invoices will now be skipped.



Xero Only:


Xero Branding Themes:


You can control which invoices will be processed or skipped during Auto Processing based on your Xero Branding Themes.  


To disable processing for any invoices that have a specific Branding Theme in Xero, turn off the switch for that branding theme and click "Save Invoice Skip Settings".  Those invoices will now be skipped. 

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