HaloPSA/QuickBooks- Using QuickBooks invoice payment terms in HaloPSA

Step 1: Configure Payment Terms in QuickBooks Online

1. Log in to QuickBooks Online.
2. Navigate to Settings > All Lists > Terms.
3. View your existing payment terms or create new ones by clicking New.
4. Examples of terms you might set up include:
   • No Auto
   • Auto Pay
   • Auto Pay 15
5. Save your new terms.

? These terms will sync with Benji Pays and Halo PSA.

Step 2: Enable Payment Terms Sync in HaloPSA

1. In HaloPSA, Go to Configuration > QuickBooks > QuickBooks Configuration in HaloPSA.
2. Ensure the setting "Use payment terms from QuickBooks to set the invoice due date" is checked.
3. This allows you to select payment terms directly when generating invoices in Halo PSA.

✅ This ensures proper integration between HaloPSA and QuickBooks.

Step 3: Create an Invoice in Halo PSA

1. Navigate to Invoices > Create New Invoice in Halo PSA.
2. Select a Client and proceed to set up the invoice.
3. Under QuickBooks Terms, select a payment term (e.g., Auto Pay).
4. Complete the invoice details:
   • Add items/services.
   • Set the invoice date.
   • Set the due date.
5. Save the invoice.

? The selected payment term will sync back to Benji Pays.

Step 4: Verify Auto-Processing in Benji Pays

1. Log in to Benji Pays.
2. Go to Auto-Processing Forecast Report.
3. Locate the invoice you created in HaloPSA
4. Verify the following:
   • ✅ Due Date: Matches the invoice.
   • ✅ Payment Terms: Enabled for auto-processing.
   • ✅ Payment Method: A valid credit card or bank account is on file and enabled for auto-processing.
5. If all conditions are met, you'll see a confirmation indicating the invoice will auto-process on the due date.

❗ Note: Invoices with payment terms not enabled for auto-processing will show an 'X' under terms disabled.