HaloPSA Integration - Xero

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.

Prerequisites:

1. HaloPSA is configured with Xero integration: https://halopsa.com/guides/article/?kbid=1235

2. In HaloPSA, your Xero tenant is set to sync HaloPSA to Xero.

   1. Navigate to the following location in HaloPSA:

   2. Click on "Syncing to Xero":

   3. Click Edit and ensure you are syncing at least your Clients and Invoices:
      

Steps:

1. Open HaloPSA and navigate to:
   

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

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

4. In Benji Pays, navigate to Settings > Xero Custom Payment Links

5. Find the "Custom Payment Links" section and copy the link to your clipboard:
   

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

7. In the link, replace [InvoiceNumber] with $INVOICEID and [InvoiceTotal] with $INVOICETOTAL: 

   • https://www.benjipays.com/portal/yourMSP/pay/?ShortCode=!2K2JH&invoiceNumber=4INVOICEID&transactionAmount=$INVOICETOTAL