HaloPSA- How to skip an invoice set up for Auto Processing

Modified on Wed, 12 Jun at 2:09 PM

Sometimes invoices need to be skip for many reasons, this article will show you how to skip an invoice that is set up for Auto Processing.

Step 1: Log in to your HaloPSA.

Step 2: Go to the invoice you want to skip in HaloPSA and type the word "SKIP" in the note field to the right of the invoice. Feel free to select a different word that isn't commonly found on invoices.

Step 3: Log in to Benji Pays.

Step 4: Select "Settings>Company Settings".

Step 5: Scroll down to "Invoice Skip Settings" and under the memo field type in the word that matches the exact word you used in HaloPSA in the note field on the invoice, ex. SKIP.

Click "Save Invoice Skip Settings" to save your settings.

Note: Benji Pays will not process that invoice automatically, you can view your Auto Processing Forecast Report to see that it will be skipped under "Transactions >> Auto Processing Forecast Report."