> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Benji Pays Integration

> Drop a branded Pay Now button onto every unpaid invoice using your Benji Pays payment link

The Benji Pays integration adds a **Pay Now** button next to every unpaid invoice on the Invoices page. Click it, and your client lands on a pre-filled Benji Pays checkout for that specific invoice and balance, no typing required.

Unlike PSA, RMM, and backup connectors, Benji Pays has no API and no credentials. The entire integration is a single payment-link template that MSPortal stores once and re-uses for every invoice. We swap `[INVOICENUMBER]` and `[AMOUNTDUE]` into your link at render time.

## Prerequisites

* Active Benji Pays merchant account
* A Benji Pays shop with an issued custom payment link
* MSPortal user with the **Manage Integrations** permission
* At least one PSA integration (ConnectWise, Autotask, or Halo PSA) syncing invoices, otherwise there are no invoices to render Pay Now buttons on

## Part 1: Get Your Payment Link from Benji Pays

The link MSPortal needs lives in your Benji Pays account. You're looking for the **Custom Payment Link** format, the one with the `[INVOICENUMBER]` and `[AMOUNTDUE]` tokens embedded.

<Steps>
  <Step title="Open Benji Pays">
    Log into your Benji Pays account.
  </Step>

  <Step title="Open the Payment Links page">
    Navigate to the **Payment Links** page for your shop / integration.
  </Step>

  <Step title="Copy the Custom Payment Link">
    Scroll to the very bottom of the page. The Custom Payment Link will look like this:

    ```
    https://yourshop.benjipays.com/portal/pay/?shortCode=!XYZ-&invoiceNumber=[INVOICENUMBER]&transactionAmount=[AMOUNTDUE]
    ```

    Copy the link exactly as Benji Pays displays it, including both `[INVOICENUMBER]` and `[AMOUNTDUE]` placeholders. Do not replace the placeholders, MSPortal needs them to substitute the live invoice values per row.

    <Warning>
      If you remove the placeholders or rewrite them (for example to `{invoice}` or `[INVOICE_NUMBER]`), MSPortal will reject the link on save. Both literal tokens are required.
    </Warning>
  </Step>
</Steps>

## Part 2: Configure Benji Pays in MSPortal

<Steps>
  <Step title="Open Integrations settings">
    In MSPortal, go to **Settings** > **Integrations**. Use the **Payments** filter or scroll to find the **Benji Pays** card.
  </Step>

  <Step title="Open the Benji Pays setup page">
    Click **Configure** on the Benji Pays card. The setup page opens.
  </Step>

  <Step title="Paste the payment link template">
    In the **Payment link template** field, paste the URL you copied from Benji Pays.

    MSPortal validates the link in real time and shows inline errors for any of the following:

    | Issue                                     | Fix                                                         |
    | ----------------------------------------- | ----------------------------------------------------------- |
    | Not a valid URL                           | Re-copy the link from Benji Pays                            |
    | Missing `[INVOICENUMBER]` placeholder     | Re-add the literal token, brackets and all                  |
    | Missing `[AMOUNTDUE]` placeholder         | Re-add the literal token, brackets and all                  |
    | Not an `https://` URL                     | Benji Pays links must use https                             |
    | Host is not benjipays.com or benjipays.io | Pasted the wrong link, this is rejected to prevent phishing |
  </Step>

  <Step title="(Optional) Set the button color">
    The **Button color** field controls the background color of the Pay Now button on the Invoices page. The default is teal (`#10B981`).

    Use the color picker, or type a hex value directly. To match your brand, paste your brand color here.
  </Step>

  <Step title="(Optional) Customize the button label">
    The **Button label** field controls the text on the button. The default is **Pay Now**. You can rename it to anything up to 40 characters, for example "Pay Online" or "Settle Invoice".
  </Step>

  <Step title="Check the live preview">
    The **Live preview** panel renders the button with your current color and label, then shows the URL it would generate for a sample invoice (invoice `INV-1024`, amount `499.00`).

    Click the preview button to open the generated link in a new tab. This is the same URL your clients will hit, just with sample values. Use it to confirm Benji Pays accepts the link before going live.
  </Step>

  <Step title="Save & enable">
    Click **Save & enable** at the bottom of the page. The Benji Pays card now shows an **Active** badge, and Pay Now buttons appear on the Invoices page immediately.
  </Step>
</Steps>

## How Pay Now Buttons Render

Once enabled, every unpaid invoice on the **Invoices** page gets a Pay Now button in its row.

* The button only appears when the invoice has a balance greater than zero, voided, cancelled, or fully paid invoices don't get a button
* Clicking the button opens your Benji Pays checkout in a new tab with the invoice number and balance pre-filled
* The button uses the color and label you configured, the same way for every client

<Info>
  Balance comes from your PSA's invoice sync. If your PSA reports the wrong balance (for example because a payment hasn't posted yet), the Pay Now button will use that stale figure. Refresh your PSA's invoice sync if amounts look wrong.
</Info>

## Editing or Disconnecting

To change your template, color, or label after enabling:

1. Go to **Settings** > **Integrations**
2. Click **Configure** on the Benji Pays card
3. Edit any field, then click **Save changes**

To disconnect Benji Pays entirely:

1. Open the Benji Pays setup page
2. Click **Disconnect** in the bottom-left corner
3. Confirm in the dialog

Disconnecting immediately removes Pay Now buttons from every invoice. Your Benji Pays account is not touched, only the MSPortal-side link is forgotten. You can reconnect at any time by pasting the link again.

## Troubleshooting

| Issue                                                                | Solution                                                                                                                                                                            |
| -------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| "Payment link must include the \[INVOICENUMBER] placeholder"         | The URL you pasted doesn't contain the literal text `[INVOICENUMBER]`. Re-copy from Benji Pays, the placeholder is required.                                                        |
| "Payment link must include the \[AMOUNTDUE] placeholder"             | Same as above, but for `[AMOUNTDUE]`.                                                                                                                                               |
| "Payment link must point to a benjipays.com or benjipays.io address" | The URL points somewhere else (a typo, a redirect, or the wrong link). Re-copy the Custom Payment Link from Benji Pays.                                                             |
| "Payment link must use https\://"                                    | Benji Pays issues https URLs only. If you have an http link, contact Benji Pays support.                                                                                            |
| Pay Now buttons not showing on the Invoices page                     | Confirm the Benji Pays card shows an **Active** badge in Settings > Integrations. Confirm the invoice has a balance greater than zero and is not voided. Refresh the Invoices page. |
| Pay Now opens to the wrong amount                                    | Your PSA's invoice balance is stale. Trigger an invoice sync from your PSA integration.                                                                                             |
| Pay Now opens to "Invoice not found" on Benji Pays                   | The invoice number in your PSA doesn't exist as a transaction in Benji Pays yet. Create the corresponding transaction in Benji Pays first.                                          |

## Permissions

| Action                                 | Permission Required                                    |
| -------------------------------------- | ------------------------------------------------------ |
| View Benji Pays setup page             | Any authenticated user in the tenant                   |
| Save, change, or disconnect Benji Pays | `manage_settings_integrations`                         |
| See Pay Now buttons on Invoices        | Whatever permission grants access to the Invoices page |

The read path is intentionally open, the payment link is rendered as a public href on /invoices, so gating it behind a separate read permission would silently break Pay Now for users who can otherwise view invoices.

## Related Resources

* [Invoices](/user-guides/invoices/index) — Where the Pay Now buttons render
* [ConnectWise Integration](/user-guides/integrations/enable-connectwise-integration) — Source of invoice data
* [Autotask Integration](/user-guides/integrations/enable-autotask-integration) — Source of invoice data
* [Halo PSA Integration](/user-guides/integrations/enable-halo-integration) — Source of invoice data