We've added a couple of enhancements that we think you'll like. Each of these adds that little bit of context to your view that makes it easier to understand the state of each and every invoice. Visibility matters - to you and to us.

Settlement Void Status Display

Previously, a merchant would see "in progress" for void transactions. The settlement status column now correctly displays "void".

Payment Failure Event Tracking

Payments fail sometimes; that's just reality. Now we're included the appropriate context for gateway error codes so that you can see why a payment failed.

Refund Reference in Journal Entry Descriptions

Merchants now see refund processor references in journal entry line descriptions for both manual and automated accounting paths.

The Benji Pays team has been head down the past few weeks working on fixes, features and enhancements. Here's some of the highlights!

Ship Date field as a column option for sorting/filtering

Ship Date is used when an order is configured to be invoiced prior to shipping. We've added this field to Benji Pays, so that you can filter by Ship Date within your Benji Pays admin console.

That way, you can process invoices prior to shipping the following day, which gives you time to check on any issues with the customer. You get paid on time, and there are no delays in shipping to the customer.

Ability to choose the default gateway at the customer level

A new control that allows you to assign a default gateway customer level. If you're using multiple gateways, you can assign a default at the customer level if need be.

One use case for this is billing credit cards through one gateway and ACH/EFT through another. It is also possible to limit a customer to only credit card or only ACH/EFT if you wish to do so.

Another possible use case is if you have different gateways for different geographies.

Detailed Reminder Rules

The Email Logs view now displays the user-defined reminder rule name associated with each email sent. The rule name is stored at send time with a fallback to the stored name if the rule is later deleted.

Improved Transaction Level Reporting re: Settlement Status

Transaction reports now display actual settlement status, completed settlement dates, and payout detail links for Benji Payments transactions, giving merchants full visibility into when funds have settled.

Hi folks! We've got a few of small enhancements this week, and a couple of bugs squashed. Here's a quick recap for the first week of March.

New Features

3DS at Customer Portal - Customers can complete payments that require 3D Secure at the customer portal using the Adyen drop-in in an iframe, with postMessage-based flow and localized error messages.

Bug Fixes

Xero Journal Entry Details - Xero journal creation now includes DIRECTCOSTS accounts, with clearer errors when account IDs are missing or the Xero API returns non-standard errors.

We've got a few little features and fixes this week. The big one is the tiered pricing display, which improves transparency around pricing structures.

This release also has some stuff we can't talk about yet in terms of soon-to-be-announced integrations.

New Features

Tiered Pricing Display — Benji Payments settings now display multi-tiered ACH pricing and commission rule tiers with expandable detail rows, giving merchants full transparency into their transaction fee structures.

Elavon Payment Gateway Creation — Merchants can now create their EPG (Elavon Payment Gateway) directly from the gateway management wizard, including credential verification, surcharging configuration, and duplicate detection.

Bug Fixes

Installment plan date picker — Date pickers and masked amount inputs now load correctly for new installment plan rows below the first entry.

Invoice attachments in portal — Fixed QuickBooks invoice attachments failing to download in the customer portal when the temp URL had no expiry value by refreshing the link from Intuit when needed.

ConnectWise contact email sync — Comma- or semicolon-delimited email fields are split into individual contact entries when syncing ConnectWise customer contacts.

As usual, this release features lots of fresh releases and fixes.

The most important release is actually on the back end, where we've introduced a suite of diagnostic tools for our support team to help them identify problems more quickly and accurately. The best support team in the business just keeps getting better.

Oh, and we're getting really close to beta on a powerhouse integration. But we're not allowed to talk about that quite just yet.

New Features

Payment Authorization Consent — Customers must now accept the payment authorization agreement when saving a payment method. Both UI and server-side validation enforce this for all gateways.

Bug Fixes

QuickBooks Invoice Attachment Downloads — Fixed failures when attachment redirect URLs are too long by switching to a client-side redirect page that avoids browser URL length limits.

Payment Profile Priorities — Corrected payment profile selection logic so the right payment method is used based on configured priorities.

OTP Email Delivery — Improved reliability and speed of OTP email delivery for merchants.

Gateway Settings Payment Method Visibility — The Surcharging tab and Rates & Settlement columns now only show payment methods the gateway is approved for, preventing merchants from seeing irrelevant settings.

QuickBooks Desktop Special Characters — Merchants with special characters in their company name can now download QWC files without errors.

Comprehensive Filter by Card for Transaction Reports — New card types can now be used to filter in transaction reports.

We're ending the month right, with another release. Similar to last week, there's some new customization features that make it easier for you to run your business the way you need to.

Here's what you need to know.

Skip the Surcharge by Amount

You can now the configure "skip the surcharge by amount" at the individual customer level. Customers can still inherit this setting from their parent profile or company settings, but you can also set custom thresholds for each individual customer.

Single Customer Account Summary

Another cool little feature is the ability to send account summary emails to individual customers directly from the customer page. This is a real time saver over the prior method of doing it.

Clearer Wording

We've also updated labels to be more understandable: "Allow customer to choose whether they save their payment method", "Always surcharge this customer", and "Always auto process regardless of amount".

Customer Email in the Pay Now Links

Pay Now custom links now support passing and pre-filling the customer email, improving the payment experience.

New

• Improved error handling for accounting integrations
• Updated Xero OAuth URL per Xero's requirements

Fixes

• Fixed an issue preventing Halo PSA customers with "Can View Invoices" permission from accessing the customer portal.

Quick Friday release - new customer level settings that are two more of our most requested features, now shipped! These settings already existed at the company level, but now you can set them at the customer level as well.

To access these, go to the customer page and click on customer settings. For each customer, you'll have the option of maintaining company-level default settings, or adding a specific customer-level setting.

You can now set an auto-processing threshold, so that anything above the threshold amount won't be auto-processed.

Merchants can now require certain customers to always save their payment method during checkout. This can be configured at the company, customer, or parent-profile level with a clear hierarchy. This makes it more convenient for the end user, and gives you the granular control you need.

New

• Transaction limits for Benji Payments now visible in merchant gateway settings
• Automatic Card Updater implemented for Benji Payments
• You can now save cards on generic payment links with Benji Payments like our other gateways
• EPG - Gateway managed surcharging enabled

Fixes

• Fix Benji Payments auto reconciliation bug affecting Xero merchants.
• Portal Surcharge modal message bug with Benji Payments

Dark Mode is here!

One of our most requested features has now shipped.

New

• Dark Mode - One of the most requested features from the roadmap is dark mode, and it's now live. You can configure this in "My Profile" on the left hand menu.

• ConnectWise integration - Huge update to the ConnectWise integration is now in beta! Look for an update soon.
• Elavon Payment Gateway - Core dev complete, ready for certification with Elavon

Fixes

• Invoice Rover - Payment links now respect the default gateway
• Benji Payments - Ensures sweeps are created when an Benji Payments gateway is created

• Autoprocessing - Fixed a logic error that impacted Newfoundland's auto-processing runs

Fixes

• Benji Payments - fixed bug with chargeback allocation logic
• Benji Payments - deeper bank detail authorization verification from g-Verify responses
• Autotask integration - improved invoice matching for invoice PDF fetching from Autotask
• Autoprocessing - added buffer to when checking if a QuickBooks Desktop invoice is out of sync

New

• Elavon Payment Gateway - continued feature dev to prep for new gateway integration release
• Benji Payments - Payout Report

Fixes

• Benji Payments - Improved messaging and validation in the gateway configuration around accounting account selection
• Benji Payments - Portal message now displays correctly
• Fix DSO chart sometimes was huge
• Benji Payments - Stop filtering Cash On Hand type accounts
• Benji Payments - fix bug where surcharge pop up would not display in some situations

New

• EPG - Continued work on EPG integration
• Benji Payments - Capture chargeback data
• Added ability to override QBD sync timing