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

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: Login 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: Login 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.