How do I create invoices in Benji Pays?

In Benji Pays, invoices are not created directly within the Benji Pays platform. Instead, Benji Pays integrates seamlessly with QuickBooks Online, QuickBooks Desktop, and Xero to manage your invoices. This integration allows you to leverage the advanced invoicing capabilities of these accounting systems while utilizing Benji Pays for efficient payment processing and management.

Here’s a detailed overview of how this works:

Managing Invoices in Benji Pays

1. Integration with Accounting Software

QuickBooks Online, QuickBooks Desktop, and Xero:

- Integration Setup: Ensure that your Benji Pays account is properly integrated with your accounting software. This is a crucial step as it enables the seamless flow of invoice data from your accounting system to Benji Pays. Detailed guides are available in Benji Pays support resources to assist with this integration process.

 2. Creating Invoices in Your Accounting Software

QuickBooks Online:

- Creating an Invoice: 

  - Navigate to the Sales menu and select "Invoices".

  - Click "New Invoice" and enter the necessary details, such as the customer’s name, invoice date, due date, and item descriptions.

  - Save and send the invoice to your customer from QuickBooks online or send your invoices from Benji Pays. 

  - For more information, refer to the QuickBooks Online guide on creating invoices. 

QuickBooks Desktop:

- Creating an Invoice:

  - Open the Customers menu and select "Create Invoices".

  - Enter the required details for the invoice and save it.

  - For additional guidance, consult the QuickBooks Desktop instructions on creating invoices. 

Xero:

- Creating an Invoice:

  - Go to the Business menu, select "Invoices", and click "New Invoice".

  - Fill in the relevant information and save the invoice.

  - For further details, visit Xero’s support page on creating invoices. 

3. Syncing Invoices with Benji Pays

- Automatic Synchronization: Once the invoices are created in your accounting software, Benji Pays automatically syncs with QuickBooks Online and Xero to pull the invoice data into its system. 

Note: For QuickBooks Desktop please ensure you have the Web Connector setup and integrated properly to sync with Benji Pays. For more information on the Web Connector click here.