Features

This release features beta launch of Invoice PDF Priority Settings, which allows you to set priority order for invoice PDFs. Some clients, in particular MSPs, have the ability to invoice from multiple different systems. Invoice PDF Priority Settings allows you to choose the priority order for invoicing, when multiple systems are possible.

This release also features several other updates.

• Merchants can set an order of priority for invoice PDFs when they have a PSA and the Datagate Integration enabled (Beta) - contact support for access to the early Beta
• Added a "View Payment PDF" button in the transaction details pop up for QBO merchants

• Bambora AVS data collection features ready for launch - helping keep fees low
• Merchants can now manually mark QBD payments as synchronized in cases where there is an error syncing the payment back to QBD
•  HaloPSA Can Access Invoices portal authorization out of Beta 

Fixes

• Fix issue when merchants were paying with a new card using Stripe in the merchant portal
• Email Sent History visible for all companies
• Fix to ensure accounting emails are imported with portal access enabled by default
• Fix a typo on the submit button in quoter integration
• Improved browsers content security policy for all areas of the application
• Fix issue with content security policy blocking Halo SSO logins

Updates and fixes

• Work on upcoming Days Sales Outstanding (DSO) feature for QBO users.
• Fix issue with Global Payments on the Paynow and Payment Info Request pages
• Improvements to Elavon Converge timeout handling and logging

New!

Batch Email enabling for receipts and portal access.

This new feature allows you to quickly and easily update all emails for 100s of customers at a time to enable receipt receiving or Portal Access! Find it on the customer page under Batch Actions.

• More accounting sync improvements
• Fix for portal login during edge case login scenario
• Beta release of new Halo "Can View Invoices" authorization for customer portal with SSO

New Beta Feature for Halo SSO users!

Find out more about the new authorization options for Halo (in Beta - request to join by emailing support) here:

 How to enable can view their invoices authorization via HaloPSA SSO 

Lots of work in this release, small improvements, prep for new features and bug fixes.

• Lay the groundwork for email open tracking
• Work on Address Verification for Bambora as required by them to keep rates as low as we have with them.
• Improvements to our accounting sync logic and performance
• Continued work on ConnectWise contact sync feature for future release
• Fix clover webhook issue
• Fix for issue with Elavon due to changes with converge

More to come!

Our latest release focuses on minor fixes and improvements in a number of areas.

• Upgrade to the latest version of our Database software
• Improve messaging around SPF / DKIM records in company settings
• Make sure the correct number of transactions is showing in the billing history page for a selected invoice
• Fix bug where the open balances were showing different in the customer and merchant portal
• Quoter integration ground work, new API calls and payment flows

• Improve QBD invoice sync to detect out of sync invoices
• Fix bug with website url validation in company settings

• Fix bug with refund amount not being rounded properly in transaction messages sometimes.
• Fix bug with paying multiple invoices where the invoices belong to siblings of a parent company in QuickBooks
• Check for valid email template prior to enabling Invoice Rover rule to avoid errors when processing reminders

In Invoice Rover, you'll now be able to set a minimum invoice amount in your rules. Invoice Rover would then only activate with the invoice amount is above the minimum, so that you aren't sending messages in Invoice Rover for minor amounts.

We have also added two other new features:

Provide option for a global cc/bcc whenever a payment receipt is sent

This option allows users to configure an email send to themselves or someone on their team, to allow for easy tracking of payment receipts.

Add One-Time Passwords (OTP) to specific admin actions

We've added an extra layer of security to the following admin actions with Benji Pays:

• Add admin
• Assign admin role
• Unassign admin role
• Remove admin

When your customers save their payment information on file, they also agree to your Pre-Authorized Debit agreement (you can edit this in your Customer Portal Settings). Sometimes you will need to find the "proof" that someone agreed to to that, and now you can. Find and download a PDF copy of the agreement whenever you need.

PAD Agreements are now available, along with important details like IP addresses and other details helpful to show when the user agreed to the PAD. This feature enables merchants to verify agreements and access payment profiles, even if a profile has been deleted. These records are particularly valuable in the event of disputes, as they log user, IP address and other identifiers to confirm that the client agreed to the pre-authorized debit.

We are now introducing this feature, which allows you to search and easily find these PAD agreements, no matter how many customers you have. You can then download an official PDF with all the relevant details.

You can search by customer name, card numbers, or any other information that you have on hand.

You can also access the PAD agreement search via customer name.

Invoice Rover Templates

We have added templated Invoice Rover rules based on best practices to make it even easier for you to automate your notifications to customers.

Bank Routing Number Validation

• Perform validation against input routing numbers to ensure they pass the check digit check in the USA, and format in Canada.

Security enhancements

• Security improvements to notify admins when critical changes are made to permissions and payment gateway settings

Other Fixes and Improvements

• Bambora bank batch submission submits refunds in separate batch for easier reconciliation.

• Improvements auto focus on dynamic drop downs
• Update labels on payment pages to indicate why email is required
• Send alert to Admin users when gateways are updated, edited or deleted
• Send alert to Admin users when Admin privileges are granted or removed.
• Improve messaging for failed bank transactions on transaction details modal
• Improvements to invoice query performance
• Improvement to invoice sync performance and UI responsiveness
• Fix autocomplete issue with MFA Code inputs
• Ensure users IP Address is stored with profile on creation, as well as in activity log and Pre Auth mandate
• Improve performance of Batch Send Statements
• Fix issue with QuickBooks Desktop invoices with long description values
• Ensure clear messaging and validation of required tokens in Invoice Rover email templates

New:

• Import Date Driven Payment terms from QuickBooks Desktop

Fixes:

• Fix issue in Billing profile when card brand on the payment profile was null
• Fix issue with potential non unique IDP user IDs from 3rd party SSO systems.
• Fix bug with settlement button in batch report
• Fix bug where Invoice Rover would show the next instalment date instead of the oldest non complete instalment on account summary.
• Update QuickBooks online minor version as per Intuit requirements due to older minor API versions being deprecated by intuit.
• Add a regular refresh of ConnectWise company API info to help when ConnectWise migrates to new API versions

Set what time your Invoice Due and Account summary reminders and notifications are sent with Invoice Rover.

You can now specific the time that Invoice Rover will process invoice due reminders and account summary notifications.

This feature was implemented so that you can align these notifications with your auto-processing times. A typical use case would be sending an ‘invoice due’ reminder prior to the auto-processing time, and an account summary notification following the auto-processing.

Web Accessibility Standards

Both our merchant and customer portals have been upgraded to meet visual and navigational accessibility standards, to ensure that all of our partners, and their customers, experience full functionality, without exception.

Fixes:

• Fix issue with Batch Forecast report when there are a large number of open invoices.
• Fix issue where email would show up twice in transaction messages if it appeared on a QuickBooks invoice and on the Customer record also.