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:
HaloPSA is configured with Xero integration: https://halopsa.com/guides/article/?kbid=1235
In HaloPSA, your Xero tenant is set to sync HaloPSA to Xero.
Navigate to the following location in HaloPSA:
Click on "Syncing to Xero":
Click Edit and ensure you are syncing at least your Clients and Invoices:
Steps:
Open HaloPSA and navigate to:
Find and edit the email template with the description: "Invoice Email Subject"
In another browser tab, log in to your Benji Pays account
In Benji Pays, navigate to Settings > Xero Custom Payment Links
Find the "Custom Payment Links" section and copy 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
In the link, replace [InvoiceNumber] with $INVOICEID and [InvoiceTotal] with $INVOICETOTAL:
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