QuickBooks Desktop teams, this one’s for you.

This release brings live support for connecting QuickBooks Web Connector from more than one computer, plus a few behind-the-scenes fixes that make payments, billing, and accounting workflows clearer and steadier.

New Features

QuickBooks Desktop multi-computer setup is now live  

QuickBooks Desktop companies can now add another computer for QuickBooks Web Connector, with per-computer credentials, per-computer QWC file downloads, token regeneration, and connected-computer visibility.

That means teams have a cleaner way to support more than one Web Connector computer without running into the duplicate setup issues that made this workflow harder than it needed to be. More flexibility, fewer setup headaches.

Clearer Benji Payments decline details in transaction popups  

Declined transactions now show more helpful refusal and AVS context directly in the transaction details popup. The goal is simple: less digging, clearer answers, and faster payment troubleshooting right where teams are already looking.

Future Release Groundwork

API improvements are being prepared for a future release  

We’ve made several behind-the-scenes updates to API access, permissions, key handling, and version clarity. These changes are groundwork for a future release and are not being announced as customer-facing API changes yet.

Benji Payments decline-event handling keeps getting stronger to support a future release

Elavon card declines can now feed into the same payment-event workflow used by other supported gateways when enabled. This helps create more consistent visibility for customer-actionable declines across payment providers.

Bug Fixes

Billing engine double-invoice protection  

We fixed a billing scenario that could incorrectly create a second charge for merchants who converted to paid billing in a specific first-month prebill case. This helps prevent affected merchants from receiving an incorrect duplicate charge.

Fresh updates to Benji Pays are here.

This release brings smoother scheduling, cleaner payment handling, and a few important fixes that make day-to-day workflows feel more reliable across Benji Payments.

New Features

ConnectWise Beta Is Now Live for All Users — The ConnectWise customer and contact import is now live in Beta for all users, with clearer in-product labeling so teams know exactly what’s ready to explore. For setup details, syncing behavior, customer mapping, and PDF priority configuration, customers can use our ConnectWise PSA invoice PDF integration guide.

BACS Advance Notice Improvements for UK Merchants — Benji Payments BACS can now better handle multiple scheduled advance notice payments for the same invoice in a single batch run, with cleaner linking between notice and payment records for a clearer audit trail.

Customer Portal Scheduling for BACS and SEPA — Customers can now schedule payments more reliably when an invoice already has a scheduled BACS or SEPA advance notice payment attached.

Future Release Groundwork for API Security — We’ve laid the groundwork for upcoming API key expiration controls, which will give merchants more flexibility over integration security in a future release.

Bug Fixes

Payment Event Cleanup After Success — Successful payments now clear related open payment events more cleanly, helping reduce confusion around outdated declined or retry records.

Elavon and Converge Surcharge Reliability — Fixed an issue in the customer portal that could prevent surcharge and debit-card checks from completing correctly in some Elavon and Converge payment flows.

Benji Payments Decline Handling — A generic bank decline will no longer incorrectly disable a customer’s saved payment profile, helping prevent unnecessary disruption after softer declines.

New User Setup Fix — Resolved an onboarding issue that could trigger an error before account details had fully loaded.

OTP Localization Fix — Fixed a timing issue so one-time passcode and 2FA text loads with the correct translations more consistently.

Quick release, but a useful one.

A lighter release this time around, but still a useful one. This update includes a smoother MFA login experience, a bigger round of BACS improvements for the UK market, stronger card authentication for Global Payments, and some behind-the-scenes API groundwork in support of a future release.

New Features

New MFA, It’s the Simple Things — We’ve refreshed the MFA verification screen with a cleaner 6-digit code entry flow and clearer guidance to use your authenticator app. It’s a small quality-of-life improvement, but one that should make login a little smoother and cut down on confusion.

Future API + MCP Groundwork — In support of a future public API and MCP release, we’ve added new gateways and invoice endpoints, introduced API key scope selection, and tightened scope enforcement across partner and distributor routes. This work is not public yet, but it lays important groundwork for what’s ahead.

BACS Advance Notice Mandate PDF Link (UK only) — For Benji Payments BACS in the UK market, advance notice emails can now include a mandate PDF link when a new BACS profile is still pending validation and a formal mandate identifier is not yet available.

BACS Advance Notice Consent Checkbox (UK only) — For Benji Payments BACS in the UK market, customers must now explicitly agree to the advance notification period when saving or using a new payment method.

BACS Mandate PDF Downloads (UK only) — For Benji Payments BACS in the UK market, merchants and customers can now download the BACS direct debit mandate PDF from more places across the product, including Payment Profiles, PAD Agreements, transaction details, and the Customer Portal payment methods page. After a BACS payment is completed, a download link is also surfaced automatically in both the Merchant Portal and Customer Portal.

Direct Debit Guarantee Readability Improvement (UK only) — For Benji Payments BACS in the UK market, the Direct Debit Guarantee is now the first thing customers see in the pre-authorization agreement, and the agreement area has been expanded so the full guarantee is easier to read without extra scrolling.

Global Payments 3DS Support — Card entry for Global Payments has been upgraded from the legacy flow to a fully embedded experience with 3D Secure challenge support built in. Customers adding a new card through the Customer Portal, card request links, or pay-now links will now see a cleaner, more secure card entry flow without being bounced out of the experience.

Bug Fixes

Benji Payments Deposit Transaction Handling — Fixed deposit transaction support across capture, chargeback, and refund webhook flows so these events are now processed correctly.

Merchant Settlement Dates — Fixed an issue that could cause incorrect merchant settlement dates in certain Benji Payments payout scenarios.

Xero Company Connection — Resolved an issue in the Xero callback flow that could prevent merchants from successfully connecting a new company.

Invoice PDF Generation Cleanup — Improved cleanup during invoice PDF generation to avoid resource buildup when errors occur.

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