Custom payment links for Any PSA or ERP, CRM

Modified on Fri, 26 Apr 2024 at 10:18 AM

Do you use a PSA, CRM, or ERP system that is connected with one of our supported accounting systems but not listed on our integrations page?  No problem, Benji Pays will still function as you'd expect.

Data flows to Benji Pays from your accounting system, if you have another system feeding your accounting system, the data flow looks like this:

PSA/ERP/CRM <>  QuickBooks/Xero <> Benji Pays

Benji Pays will see any data in your accounting system, no matter how it gets there.

If you would like to send out invoices with payment links from one of those systems, it's as easy as editing your email templates in those systems.

Our payment links require the Invoice Number and the Invoice Total to function.  Generally these systems have tokenized email templates where you can insert tokens that are replaced by the system when sending the email.  If your system supports this, you are in luck.

You can find your custom payment links in Benji Pays under Settings >> Custom Payment Links.

Here is a sample you can use to test out:[invoice_number_token]&transactionAmount=[invoice_total_token]

You would replace the portal name (find yours under Settings >> Customer Portal Settings) and the  [invoice_number_token] and the [invoice_total_token] (including the the brackets) with whatever token format your system uses.

Once you've done that your payment links will function and you can send them straight from your existing PSA/CRM/ERP.

Please note, the requires that system to sync your invoices and customer data to your QuickBooks / Xero accounting system to work.

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