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Overview
Benji Pays keeps a copy of your Business Central customers, posted invoices and credit memos so it can show them quickly, run Auto Processing and send reminders. This article explains what is synced, how quickly changes arrive, and what to do if something looks out of date.
NOTE This feature is currently in beta and is subject to change.
What is synced
| Business Central data | What Benji Pays keeps | Notes |
|---|---|---|
| Customers | Name, customer number, billing address, phone, primary email, currency code | Blocked customers still sync; blocking in Business Central does not disable them in Benji Pays. Deleted customers are marked deleted and Auto Processing is turned off for them. |
| Customer contacts | Email addresses of contacts linked to the customer | Imported into the customer's email list in Benji Pays with the source shown as your accounting system. You can disable individual imported addresses in the customer settings. |
| Posted sales invoices | Number, dates, totals, remaining amount, currency, reference, line items, status | Only posted invoices are kept. Draft, Pending Approval and Released invoices are not imported. Cancelled and corrective invoices are kept for history but are not payable. |
| Posted sales credit memos | Number, amount, remaining credit | Used for refunds only. |
| Payment terms and payment methods | Codes and descriptions | Power the Payment Terms skip settings. |
| G/L accounts and bank accounts | Chart of accounts and bank account list | Populate the account dropdowns in gateway settings. |
| Cash receipt journals | Journal batches | Populate the journal dropdown in Business Central Settings. A deleted journal disables the gateways that used it. |
| Company information | Company name, local currency | Shown on the Business Central Connection card. |
How quickly changes appear
- Webhooks (usually within a few seconds). When you connect, Benji Pays registers webhook subscriptions in Business Central for all of the data above. Business Central notifies Benji Pays when a record changes, and Benji Pays re-reads that record. Business Central batches notifications, so allow a few minutes.
- Nightly refresh. Every night Benji Pays re-reads customers, open invoices, open credit memos, payment terms, accounts and payments changed in the last 24 hours, so a missed webhook is corrected by the next morning.
- On connect or reconnect. A full import of customers, open invoices and open credit memos runs when you connect or reconnect Business Central.
- When you open the Customers page. Benji Pays refreshes customers in the background. Use Re-Sync Business Central customers on that page to force it.
- After a payment, void or refund. Benji Pays re-reads the affected invoice(s) immediately so balances match.
NOTE There is no "sync now" button for invoices. If an invoice you just posted is missing, wait a few minutes, then reload the Invoices page. If it is still missing after the nightly refresh, see the troubleshooting list below.
Using Accounting Sync Logs
Users with Reporting permission can open Reports > Accounting Sync Logs to see when each invoice was last read from Business Central, what changed, and any sync errors. Search by invoice number to check a specific invoice. If you reset the sync date on that page, Benji Pays re-reads invoices modified after that date during the next nightly refresh.
If something looks out of date
| Symptom | Likely cause | What to do |
|---|---|---|
| A new invoice does not appear | It is not posted, or the webhook has not arrived yet | Confirm the invoice is posted (has a PS- style number and customer ledger entries). Wait a few minutes and reload. |
| An invoice shows as open in Benji Pays but is paid in Business Central | Payment recorded directly in Business Central; webhook delayed | Wait for the webhook or the nightly refresh. Check Accounting Sync Logs for errors on that invoice. |
| Customer changes are missing | Webhook delayed | Open Customers and select Re-Sync Business Central customers. |
| Nothing has synced for more than a day | The connection is broken or webhook subscriptions have lapsed | Check Settings > Company Settings for a red connection banner and reconnect. If the connection is fine, contact support and mention "Business Central webhook subscriptions". |
| An invoice disappeared | It was un-released back to draft, cancelled, or deleted in Business Central | Drafts are removed from Benji Pays unless they have payment history. Check the invoice in Business Central. |
| A customer is marked deleted | The customer was deleted in Business Central | Deleted customers keep their history in Benji Pays but Auto Processing is disabled. Re-create the customer in Business Central if needed. |
Disconnecting and reconnecting
Disconnecting Business Central removes the webhook subscriptions. Reconnecting registers them again and runs a full import. Your transaction history, payment profiles and settings are kept.
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