Benji Pays gives you the option to display the invoice PDF from ConnectWise PSA or from your accounting system. To configure the ConnectWise PSA Invoice PDF Integration, follow these steps:

Important- ensure your ConnectWise PSA invoices always have invoice numbers and that they match the numbers in your accounting system. Benji Pays looks up the invoice in ConnectWise using the invoice number.

Step 1: Log in to Benji Pays.

Step 2: Navigate to "Settings > Integrations".

Step 3: Click "Configure" on the ConnectWise PSA tab and follow the instructions on the page and click "Save". Note: It is always a good idea to enable the "Fallback to accounting invoice" option in a case where Benji Pays is unable to determine which invoice in ConnectWise matches the accounting system invoice for the payment, the accounting system PDF will be sent.

Troubleshooting

Problem:  I've set this up but I still receive the QuickBooks or Xero PDF.

1.  This is generally a permissions issue.  Confirm your public and private key as well as your company login ID are correct.

2. Try giving your api member the Admin Role temporarily to see if that fixes it. 

Problem: My PDFs are "corrupt" and won't open.

 If you are not using the default invoices, but instead use ConnectWise managed “Report Writer” to generate custom invoices, you need to grant the Finance role "Inquire" access to "Report Writer" (which is off by default).  Once you edit the role to give this access, your PDFs should function.