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.

Benji Pays now integrates with Datagate!

Datagate is a leading telecom billing solution for MSPs. You've always been able to fetch Datagate payments using Benji Pays and our new integration allows you to surface the Datagate Telecom billing invoice PDF in your customer portal, merchant portal and have them included in receipts, and Invoice Rover automated notifications and reminders.

The granular detail in Datagate invoices will now be available for Benji Pays customers in the merchant portal, the self-serve customer portal, attached to payment receipts and as attachments to Invoice Rover notifications and reminders.

This provides your clients with everything they need to know about their VoIP billing, meaning less manual work for you, and fewer questions from your clients.

 Click here to learn more 

Reconciliation Beta Enhancements (QuickBooks Online)

• Improve checking to ensure payments we are reconciling still exist in QuickBooks Online
• Improve handling of returned items
• Improve failed transaction reporting and messaging
• Improve Refund transaction handling

Fixes:

• Improvements to reconciliation for Beta Test
• Improvements to QuickBooks Online fault handling
• Fix issue with disconnecting QuickBooks Online Company from Benji Pays
• Fix issues with Global Payments due to changes in how their API handles some characters in payer references
• Other Global Payments error handling and improvements
• Ensure receipts sent via auto processing respect the merchants and customer's default language setting

New

• Initial Beta for ACH/EFT Settlement Deposit Transaction creation button
• Add additional failure checking to QBO requests
• Add additional failure checking to exchange rate requests to fixer.io (exchange rate data provider).

Fixes:

• Improve handling of unknown server faults returned from QuickBooks APIs
• Fix blank user name/email in customer activity logs
• Ensure email language in payment modal is auto selected on customer default language as well as merchant default language.
• Improvements and updates to settlement data importing to support features in the roadmap
• Additional endpoints protected by recaptcha to improve overall security of the application

Security

• Additional in-app recaptcha checks to help improve overall security of the platform.

Fixes

• Fix issue with account summary batch sending for non english templates
• Fix some incorrect french translations
• Fix issue where Moneris Pin Pad would be available to select even when the gateway was disabled
• Fix issue where the option to refund surcharge was visible for gateway managed transactions even though it has no effect on the refund as the gateway decides if the surcharge will be refunded.
• Ensure all settlements for ACH are imported and not only the first one for a batch
• Fix logout bug

Fixes

• Update refund modal to properly restrict integrated refunds for bank transactions when QuickBooks Desktop is the accounting system
• Improve refund modal messaging
• Fix issue with surcharging in auto processing where in some cases a surcharge could get added to a non surcharge payment profile if there were more than one payment profiles for a customer and some were profiles where surcharging applied where others were profiles where surcharging did not apply