OneBill Integration
Modified on Sat, 12 Sep at 12:12 PM
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What does it do?
Our integration with OneBill allows you to surface the OneBill billing invoice PDF in your customer portal, merchant portal and have them included in receipts, and Invoice Rover automated notifications and reminders.
This integration requires OneBill to be connected to and pushing invoices to your accounting system directly, or indirectly via another system.
Benji Pays will look for Invoice PDFs in OneBill by their invoice number - so it's important that the invoices in your accounting system have the same invoice number as those in OneBill for this integration to work properly.Once this integration is configured, OneBill invoice PDFs will be available:
- In your merchant portal
- In your self-serve customer portal
- As attachments with payment receipts
- As attachments with Invoice Rover notifications and reminders
Configure the integration:
- Create a OneBill API user for Benji Pays. In OneBill, create (or ask your OneBill onboarding executive or support team to create) a user that can access invoice PDFs. You will also need these values from your OneBill Business Profile: White Label URL (the HTTPS address where you sign in to OneBill; if you do not have a branded URL, use https://app.onebillsoftware.com), Tenant ID (Config > Settings > Business Profile > Tenant ID), Client Secret (the OAuth client secret on the same Business Profile), and the API Username and API Password for the user created for Benji Pays. If you use OneBill Channel Management and requests must run on behalf of a channel partner, also note the partner's proxy account number; otherwise leave that field blank.
- Add the details to your Benji Pays Account. Once you have the values from OneBill, log into Benji Pays and go to Settings>>Integrations. Find the OneBill configuration and click "Configure". Enter the White Label URL, Tenant ID, API Username, Client Secret, and API Password, then save. Benji Pays will check the credentials with OneBill before saving.
- If you have invoices in your accounting system that are not also in OneBill, we recommend adding OneBill in PDF Priority Settings on the Integrations page and keeping your accounting system in the list, so the accounting system PDF is included when a OneBill PDF cannot be located.
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