TABLE OF CONTENTS

• Adding attachments when sending invoices from Benji Pays
• For QuickBooks Online only see below steps for adding attachment(s) to payment receipts:
  • To add email attachment(s) for payment receipts sent during Auto Processing
  • To include any QuickBooks invoice attachment(s), that have "Attach to email" option enabled in QuickBooks, in your customer's receipt emails for Customer Portal and Pay Now links
  • To display QuickBooks invoice attachment(s) that have "Attach to email" option enabled in QuickBooks in the Customer Portal

Adding attachments when sending invoices from Benji Pays

This article will show you how to add email attachment(s) up to 5MB when emailing your invoices and when sending invoice receipts through Pay Now links, Auto Processing or for when your customers view their invoices in the Customer Portal.

When sending single invoices from Benji Pays, any attachments that are checked in the box in the attachment section of the invoice in QuickBooks online or Xero will be sent in Benji Pays.  

Only our QuickBooks online integration supports attaching invoice attachments when using our batch invoice sending feature.  For Xero, due to their API limits, invoice attachments stored in Xero are only attached to the email when using our one at a time invoice sending.

There is a total attachment size limit of 5MB, only the first 5MB of attachments will be sent and the rest will be dropped from the emails.

You can select all to send all or remove all to send or remove all attachments but by default the system will pre-select any boxes that have been selected on the invoice in QuickBooks online or Xero.

For QuickBooks Online only see below steps for adding attachment(s)

To add email attachment(s) for payment receipts sent during Auto Processing:

Step 1: Go to "Settings", select " Company Settings".

Step 2: Under "Auto Processing" settings scroll down to this feature "Include any QuickBooks invoice attachment(s), that have "Attach to email" option enabled in QuickBooks, in your customer's receipt emails. There is a 5MB limit on the total size of attachments that can be sent with each email". Toggle this feature on.

Step 3: Click "Save Auto Processing settings".

To include any QuickBooks invoice attachment(s), that have "Attach to email" option enabled in QuickBooks, in your customer's receipt emails for Customer Portal and Pay Now links: 

Step 1: Go to "Settings", select "Customer Portal Settings".

Step 2: Scroll down to " Portal and Pay Now link settings". Toggle on "Include any QuickBooks invoice attachment(s), that have "Attach to email" option enabled in QuickBooks, in your customer's receipt emails. There is a 5MB limit on the total size of attachments that can be sent with each email. This setting also applies to payments made at your Customer Portal."

This setting enables invoice attachment(s) to be included with payment receipts in the Customer Portal and Pay Now links that are sent to customers. Customers will be able to view the email attachments when viewing their payments receipts in the Customer Portal and when using the Pay Now link to pay their invoice. 

Step 3: Click "Save Portal settings".

To display QuickBooks invoice attachment(s) that have "Attach to email" option enabled in QuickBooks in the Customer Portal:

Step 1: Next scroll down until you see "Customer Portal Settings". Toggle on "

Display QuickBooks invoice attachments that have "Attach to email" option enabled in QuickBooks." This will display any attachments added to payment receipts in the Customer Portal.

Step 2: Click "Save Portal settings".