HaloPSA/QuickBooks- Using QuickBooks invoice payment terms in HaloPSA

This new feature that will be available in HaloPSA Version 2.147. In Benji Pays, it will allow you to control which invoices will be auto-processed or not by using QuickBooks invoice payment terms.

In HaloPSA, when you select a customer and create a one time or recurring invoice, you can select a QuickBooks payment term for that invoice.

To see the QuickBooks invoice payment terms in Benji Pays follow the steps below:

Step 1: Log in to Benji Pays.

Step 2: Click on "Settings>Company Settings" and scroll to "Invoice Skip Settings".

Step 3: Select the payment terms you want to use for Auto Processing. Ensure these terms are enabled (toggle is blue) to include them in Auto Processing. If they are disabled (toggle is grey), invoices with these payment terms will be skipped during Auto Processing.

Step 4: To ensure you have the payment terms set correctly for your invoices to Auto Process by payment terms, click on "Transactions> Auto Processing Forecast Report" and look at the Terms Disabled column to see your invoices that will not Auto Process due to the payment terms being disabled. You will see nothing in the Terms Disabled column for invoices that will Auto Process by the payment terms.