The existing "Memo field skip" setting in your invoice skip settings would allow you to add some text to a memo in QuickBooks, and have Benji Pays skip that invoice.

We've expanded that feature to allow you to either skip the invoice if that text is found, or to skip it is the text is not found. In this new case, any invoices that do not contain the text in the skip setting would be skipped, allowing for greater flexibility.

We've also expanded this setting to include Xero users, you can now use the same logic with your Reference field on your Xero invoices.

Your existing Memo skip rule will continue to function without any need to do anything on your end.

New

• Added additional details to Clover card verification error messages to provide more detail to end user
• Minor updates to Xero integration in preparation for Invoice Rover
• Update Xero contacts when invoices are created / added to ensure they are marked as a customer properly to overcome limitations in Xero's API
• New tab on transaction table on dashboard - All Transactions and All Activity. All Transactions provides a focus on what's important - transactions and profiles with errors.
• Ability to set your default tab for the transaction tables per user under My Profile

Fixes

• Ensure all In Progress transactions show in transaction tables with no date range filter
• Fixed issue with transaction search by payment type not returning the correct results
• Fix issue where incorrect invoices may be displayed in customer portal after an error state
• Invoice searching performance improvements

We've added new options for your payment links, allowing you to choose to send only Credit Card, Credit and Bank or only Bank options when emailing invoices, collecting new Payment Info, or for the default settings in your Self-Serve customer portal. See details in the idea!

We are now passing "Source = Benji Pays" in the meta data of all supporting Stripe transactions.

New Stuff and Fixes

• Self serve DKIM setup
• Add additional ACH/EFT status checks
• Fix slow loading issue with stripe add profile from existing stripe customer where Stripe accounts has 1000s of customers.

New Items:

Fixes:

• Fix issue with email subjects where merchant name has special characters
• Fix issue with pay now pages where customer name had special characters
• Fix issue where sometimes logout on customer portal did not log the user out.
• Fix issue with Xero affecting users in very rare cases

Audit logs for payment profiles and customer settings changes.

Feedback provided was that it can be unclear why a profile is disabled / enabled etc, and who took that action. Was it your staff? Your customer? Now you'll know.

We've added a new permissions level - View Reports. These users will be able to access all reports as well as the dashboard, but not process invoices, manage profiles setc.

For future transactions, more details in the transactions results pop up

More New:

• Friendly error message for PSA integrations when retreiving invoice PDF and the invoice is not found in the PSA.
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Fixed:

• Fixed QuickBooks Desktop PDF dropping tax rate decimals past the second decimal place
• Fix ACH / EFT receipt wording
• Improve details in failed ACH / EFT results in Customer Portal
• Fix issue with some custom PAD agreements not showing in some situations
• Fixes and improvements to clover webhook handling

New

We shipped the following requested features:

Fixes

• Minor fix to Bambora error code check in certain situations that was failing
• Fix issue with Clover profile saving in certain situations having an error

We are excited to release this update to the customer portal that makes it even easier for your customers to access your customer portal. Your customers can now log in using their existing Microsoft and Google accounts.

If the email on those accounts match what you have set up on their customer record in Benji Pays, and you have the portal enabled for them, they will get logged right into your portal.

Fixes:

• Minor improvements to timezone handling in Batch forecast report.

For QuickBooks Online merchants who are on our Professional Plan or higher, you can now include any attachments that are on an invoice and set to "Attach to email" in QuickBooks Online along with the receipt when a payment is made in Benji Pays.

New Settings for QuickBooks Online merchants on our Professional or higher plans:

1. Attach invoice attachments during auto processing under the Auto Processing Settings
2. Attach invoice attachments for Pay Now links and your self-serve Customer Portal under Customer Portal settings
3. Display invoice attachments in the self-serve customer portal for customers to view and download.

These settings are all off by default. Please note there is a 5MB limit on the total size of attachments sent with receipt emails. Benji Pays will filter attachments to ensure your emails are under these limits so that they are delivered without error.

Please see this support article for more on how to configure and use this feature.

Other Fixes:

• Fix issue with payment transaction details not posting properly to payment memo field in accounting system in some cases.
• Fixed issue with Xero payment reference field being truncated.
• Fix issue with surcharge message not always displaying on Payment Info Request links when enabled.
• Fix issues with batch sending emails that affected some users.

You can now log into the main BenjiPays.com merchant application using your Entra ID or O365 Account.

When you do so, if the system finds you have an existing login with Benji Pays, it will give you the option to link your new login to that account by having you login with your original account, once successful your Microsoft Account will be linked to your existing Benji Pays login.

We are working on the same functionality for the customer portal and will announce once that is complete.

We have added French as an option for the self-serve customer portal as well as the payment links and payment info requests links. This work sets things up to allow for other languages in the future.

The main merchant site for Benji Pays is still in English only for now, but there are new settings to allow you to set your company default language, and to set a language on a customer if they need emails and receipts in a language other than your company's default.

Email templates now have a language settings on them, allowing you to create templates for each language, default templates are provided in each language.

You can also manage pre authorized debit agreements in both English and French, with defaults provided for both. If you have edited your Pre Authorized Debit agreements, you may want to update your new french version(s) to match. Go to Settings >> Customer Portal Settings >> Pre authorization agreements.

You can set your default company language under Company Settings >> Language Settings. You can edit a customer settings by finding them in Benji Pays and clicking the gear icon on their customer page.

These ideas were also completed in this release

Tired of percentage fees cutting into your sales? Us too. Enter ACH with flat-fee pricing, a fresh addition to Benji Pays’ pack.

Our new ACH integration (EFT in Canada) lets you pull payments directly from your customers’ bank accounts – so you can avoid percentage based pricing, control your transactions and keep more of your money.

How have we crafted our ACH integration to supercharge your bottom line?

Control your cashflow with alerts and updates:

Stay ahead of problems throughout your transactions. We'll alert you if any hiccups like returns or reversals pop up, so you can address them before they become issues.

New functionality, same accounting system:

No need to switch gears. We integrate with your preferred accounting system, so you get the ACH functionality you need with the freedom you want.

Interested in ACH or EFT? Reach out here for details on getting set up.