By default, Benji Pays will surface the PDF Invoice from your accounting system. To configure it so Benji Pays surfaces the PDF Invoice from HaloPSA, follow these steps:
⚠ Important: To ensure this works, complete the HaloPSA integration first. Here's a link to configure it in case it was missed: link
- Navigate to Settings and click Integrations
- At the bottom of this page, in the section called Invoice PDF Priority Settings, press the Configure PDF Priority button
- In the Available Integrations section, press the + Add button next to HaloPSA
- Now that it is added, under Current Priority Order you are able to use the arrows to direct HaloPSA to be above the Accounting System option
- Press Save to confirm your changes
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