Simplifying PSA System Changes for MSPs with Benji Pays Integration

Modified on Tue, 2 Jul at 10:56 AM

Switching from one PSA (Professional Services Automation) system to another can be a daunting task for Managed Service Providers (MSPs). However, with Benji Pays, this process is streamlined, ensuring a seamless transition without the need to reconfigure your entire payment setup. Here’s how Benji Pays can help you transition smoothly to a new PSA system.

1. Integration with Accounting Systems

Benji Pays integrates seamlessly with your accounting system, including QuickBooks Online, QuickBooks Desktop, and Xero. This means you can set up Benji Pays while still using your current PSA, and be ready to switch to your new PSA without interruption.

2. Pre-Configured Payment Information

By integrating with QuickBooks Online, QuickBooks Desktop, or Xero, all your payment information is already set up and ready to go. When you switch to your new PSA, you simply update your integration settings in Benji Pays, ensuring continuity in payment processing.

3. Invoice PDF Flexibility

Benji Pays offers flexibility in choosing the invoice PDF source:

- Current PSA: While using your current PSA, Benji Pays can pull invoice PDFs directly from it.

- New PSA: Once you switch to your new PSA, you can update Benji Pays to pull invoice PDFs from the new system instead.

- Accounting System (QuickBooks Online, QuickBooks Desktop, Xero): Regardless of the PSA you use, Benji Pays can always present the QuickBooks Online, QuickBooks Desktop, or Xero PDF in the customer portal.

4. Handling Historical Invoices

Migrating historical invoices from your old PSA to the new one might be challenging. However, since all invoices are stored in QuickBooks Online, QuickBooks Desktop, or Xero, Benji Pays ensures they remain accessible to your customers. If a customer attempts to view a historical invoice that doesn’t exist in the new PSA, Benji Pays will present the PDF from your accounting system, maintaining consistent access to past records.

5. Continuous Customer Portal Access

Customers can continue to access their invoices and payment history through the Benji Pays customer portal, without noticing any disruption due to the PSA switch.