Invoice Skip Settings

This article will show you how to control how some invoices can be skipped during Auto Processing, even when a customer is set up to with auto processing enabled.

Step 1: Login to Benji Pays.

Step 2: Click on "Settings" in the blue menu to the left of the screen and then click on "Company Settings".

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

Step 4: In the "Memo Field Skip" section you can skip invoices when the memo field (QuickBooks Desktop) or Message on Statement or Message on Invoice (QuickBooks Online) contains the following text OR skip invoices that do NOT contain the skip phrase. 

*Xero now has a reference field skip that works the exact same way*

Note: it's either or, it either skips all invoices with the memo text or skips all invoices without the memo skip.

It can also contain other text. Ensure this is something that would not normally show up in your memo fields. Consider using special characters.

Step 5: In the "Skip Invoices with invoice date prior to" drop down menu choose a date to skip invoices prior to that date.

Step 6: In the "Payment Terms" section any invoices with payment terms disabled will be skipped even when the customer is enabled for Auto Processing. Click "Save Invoice Skip Settings" once you have selected your settings.