Require transaction amount on pay now invoice links to match the invoice's total

Follow the steps below to enable the feature that requires the transaction amount on the Pay Now link to match the invoice' total amount.

Step 1: Log into Benji Pays.

Step 2: Click "Settings>Customer Portal Settings".

Step 3: Scroll to "Portal and Pay Now link settings".

Enable the switch "Require transaction amount on pay now invoice links to match the invoice's total." If they do not match the customer will receive and invalid link error message. This setting is applicable in CRM and PSA Systems, as well as other systems aside from your accounting system. Scroll down and click "Save Portal Settings".

To use this feature in your PSA, ERP, CRM, or other system, ensure the system adds '&transactionAmount=xx.xx' (replace xx.xx with the invoice total) at the end of the payment link. This integration ensures the link works seamlessly with this setting enabled. If you're unsure how to proceed, our support team is here to assist at support@benjipays.com.

Please note that this setting isn't compatible with Quickbooks Online email templates due to their lack of an automated method for incorporating invoice amounts.