Benji Pays gives you the option to display the invoice PDF from HaloPSA or from your accounting system. To configure the HaloPSA Invoice PDF Integration, follow these steps:
Important- ensure your Halo invoices always have invoice numbers. This is how the integration works with Benji Pays. Benji Pays looks up the invoice in Halo PSA using the invoice number.
Step 1: Log in to Benji Pays.
Step 2: Navigate to Settings > Integrations.
Step 3: Click "Configure" on the HaloPSA tab and follow the instructions on the page and click "Save".
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