PSA & Quoting Integration Options

Modified on Thu, 27 Aug at 4:24 PM

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Benji Pays connects with supported PSA and quoting platforms to display invoice PDFs, synchronize selected customer and contact data, or add payment options to quotes. Choose the platform you use below to open its setup guide.

Before you begin: These integrations are optional. Complete your core Benji Pays setup first. For invoice PDF integrations, make sure invoice numbers in your PSA or billing platform match the invoice numbers in your accounting system.

PSA and invoice PDF integrations

HaloPSA

Display HaloPSA invoice PDFs in Benji Pays. The guide covers configuration, required permissions and the accounting-system PDF fallback option.

Open the HaloPSA setup guide

ConnectWise PSA

Connect ConnectWise to Benji Pays, optionally synchronize companies and contacts, and choose which system supplies the invoice PDF.

Open the ConnectWise setup guide

Datto Autotask

Configure Benji Pays to display invoice PDFs from Datto Autotask or from your accounting system.

Open the Autotask setup guide

Datagate

Display Datagate telecom invoice PDFs in the merchant portal, customer portal, payment receipts and Invoice Rover notifications.

Open the Datagate setup guide

Quoting integrations

ScalePad Quoter

Add Benji Pays as a payment gateway in Quoter and configure the API credentials, currencies and quote-template payment settings.

Open the ScalePad Quoter setup guide

QuoteWerks

Add a Benji Pays payment option to QuoteWerks and QuoteValet so customers can open a secure payment page directly from their quote.

Open the QuoteWerks setup guide

Need more help?

Browse the complete PSA & Quoting Integrations collection for additional configuration and troubleshooting articles.

If you still need assistance, submit a support ticket.

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