Why aren't my custom payment links working?

Custom payment links offer a convenient way to streamline transactions and provide tailored payment options to your customers. However, there are instances when these custom payment links might not work as expected. This guide highlights the potential reasons behind such issues and provides solutions to the issues.

For Quickbooks Desktop

1. When the setting "Require transaction amount on pay now invoice links to match the invoice's total" is enabled in your Customer Portal Settings on Benji Pays, a problem can arise. If a customer attempts to make a payment for an amount other than the total mentioned in the invoice, they will encounter an error message stating "invalid link."

Explanation:

This issue occurs because the setting is designed to ensure that the payment amount entered by the customer matches the total amount specified on the invoice. When there is a discrepancy between the payment amount and the invoice total, the system recognizes it as an inconsistent transaction and triggers the invalid link error message to prevent any unauthorized or incorrect payments.

Solution:

If this error is encountered, there are a few steps to take:

Confirm Invoice Total: Ensure that the invoice's total amount is accurately reflected in Benji Pays.

Customer Communication: If a customer informs you about the error, communicate to them the requirement of matching the payment amount with the invoice total to avoid the "invalid link" issue.

Adjust Payment Amount: If the customer still intends to proceed with payment, advise them to input the exact total mentioned on the invoice in order to prevent the error message.

Review Portal Settings: If necessary, you can modify the "Require transaction amount on pay now invoice links to match the invoice's total" setting in your Customer Portal Settings on Benji Pays. This can be adjusted based on your preferences and customer interactions.

2. If you send an invoice to a customer using Benji Pays and subsequently modify the invoice amount in Quickbooks Desktop, the customer might attempt to pay the original invoice amount and encounter an error message indicating an invalid link. This occurs because Quickbooks Desktop's web connector doesn't synchronize changes instantly. As a result, to prevent customers from receiving an invalid link error and enable them to pay the correct amount, you'll need to manually trigger a sync to update the invoice amount in Benji Pays.

Solution:

When you make changes to the invoice amount in Quickbooks Desktop after sending an invoice through Benji Pays, it's essential to ensure that the correct amount is reflected for the customer to pay. Follow these steps to avoid the invalid link error:

Modify the Invoice Amount in Quickbooks Desktop: Make the necessary adjustments to the invoice amount within Quickbooks Desktop.

Trigger a Sync: As Quickbooks Desktop's web connector doesn't update in real-time, you'll need to manually initiate a sync to reflect the changes in Benji Pays.

Open Benji Pays and navigate to the synchronization settings or options.

Look for the option to initiate a sync between Quickbooks Desktop and Benji Pays.

Select the sync option to ensure the updated invoice amount is mirrored in Benji Pays.

Customer Payment: Once the sync is complete, the customer will be able to access the accurate invoice amount through the link provided and proceed with payment without encountering an invalid link error.