Announcements

New updates and improvements to Benji Pays

  1. New auto processing rules, overdue invoice insights and more.

    New Feature
    Release Notes

     

    Screenshot 2024-03-28 at 12.30.49 PM

    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.

    17

    Display past due invoices in the dashboard

    Show invoice statistics visually in the dashboard. Particularly past due invoice counts and total amount, for example.

    Donald P
    Shipped 🚀

    3

    1

    Autopay triggered by memo line item

    Inverse of Invoice skip settings, would like to be able to autopay only based on keyword in invoice memo. Default behavior would be to skip autopay unless a keyword was detected to process autopay for a particular invoice.

    Matt H
    Shipped 🚀

    1

    2

    Xero - Use Reference for Memo Field Skip

    Create Setting to set what text to use (this is like memo skip in QuickBooks Online / QuickBooks Desktop) so that if an invoice has that text in the reference field, it will be skipped. Note that reference field is visible to customers in the self serve portal.

    Avery Davidow
    Shipped 🚀

    0

    5

    Daily transaction report summary only shows approved totals

    The daily transaction report shows a summary of total approved amounts per gateway, but does not show the total of the pending / queued / in progress amounts. Add a line for total in progress amounts (pending / queued) to the summary. This total will change over time as the transactions move through their state of pending to approved.

    Adam Crandall
    Shipped 🚀

    1

     

    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

    2

    Payments schedule in the customer portal should still auto process even if the profile is dsabled for auto processing.

    Payments schedule in the customer portal should still auto process even if the profile is disabled for auto processing. Currently if a customer schedules a payment and then disables auto pay for their payment profile, the scheduled payment will not process.

    Adam Crandall
    Shipped 🚀

    2

    • 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

    Like

  2. More configurable payment links and release notes for the week of March 4th, 2024

    Release Notes
    New Feature

     

    Screenshot 2024-03-09 at 11.30.45 AM

     

    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!

    2

    Payment links and payment info requests offering only ACH or Credit card, not both

    Ability to send out an invoice payment link or payment info request tied to only one gateway/payment type even if the merchant has multiple available gateways/payment types

    Avery Davidow
    Shipped 🚀

    1

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

    2

    Add Stripe metadata for transactions run through Benjipays

    We use Stripe in several areas, and when reconciling deposits it would be great to have a metadata field in Stripe that acknowledges the source coming from Benjipays when exporting Payout information from Stripe.

    Matt W
    Shipped 🚀

    0

     

    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.

     

  3. Release Notes and Updates

    New Feature
    Release Notes

     

    New Items:

    4

    Customer Portal users with multiple companies should choose a company at login

    if the user's email exists on two companies, currently they are defaulted into one of those after they login. It would be good to add an extra step when an email exists on two companies to prompt the user which company they want to go into immediately after login.

    Adam Crandall
    Shipped 🚀

    1

     

     

    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

     

    Like

  4. Audit Logs and Release notes week of January 22nd, 2024

    New Feature
    Release Notes

     

    Screenshot 2024-01-22 at 10.51.08 AM

     

    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.

    4

    Audit Log for customer and merchant / agent actions on payment profiles and auto pay settings

    Need to have an audit log, viewable in the customer's profile in Benji Pays, that shows when/who and what action was taken on a payment profile, or auto pay settings on the customer's profile.

    Adam B
    Shipped 🚀

    1

     

    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.

    4

    New Security role for reports access

    Need a new permissions role to allow a user to have access to reports without having to be an Admin

    Jason C
    Shipped 🚀

    0

     

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

    1

    Include profile detail on processing results flyout

    Include some detail about which payment profile in the flyout. For example: Replace: Invoice skipped - profile is disabled. with: Invoice skipped - profile ****8993 is disabled for Auto Processing. This is useful for troubleshooting/gathering detail when there are multiple payment profiles in the same gateway for the same customer. Also would be helpful to include that the profile is disabled for "Auto Processing" instead of just disabled for further clarity.

    Avery Davidow
    Shipped 🚀

    0

     

     

    More New:

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

    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

    Like

  5. Release notes for the week of Dec 18th, 2023

    Release Notes

     

    New

     

    We shipped the following requested features:

    5

    Update paid notification email to show what method the client has paid with and other transaction details.

    Hey guys, Are you able to adapt your paid notification to show what method the client has paid by through Benji pays. Ie visa master card Amex , ETF?

    Justin L
    Shipped 🚀

    2

     

    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

    Like

  6. Your customer portal now supports Login with Entra ID and Google.

    Release Notes
    New Feature
    Announcement

     

     

    Screenshot 2023-12-18 at 10.18.29 AM

     

    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.

    6

    Entra ID / O365 / Google SSO for Customer Portal Logins

    Allow our Merchant partners' cusotmers to log into their customer portal with their Microsoft or Google accounts as well as the option for the One Time use Passwords.

    Adam Crandall
    Shipped 🚀

    1

     

     

    Fixes:

    • Minor improvements to timezone handling in Batch forecast report.
  7. QuickBooks Online invoice attachments

    Release Notes
    New Feature

     

     

     

    Group 124

     

    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.

    5

    Send QuickBooks Online invoice attachments with payment receipts

    When making manual payments, duplicate the behaviour we have when emailing invoices in Benji Pays, exactly as it is (auto select attachments that are set to be sent in QuickBooks Online) New setting in auto processing settings to attach any attachments on the invoice in QuickBooks Online along with the receipt email (requires receipt sending to be on just like the PDF invoice option does) New setting in customer portal settings to Surface invoice attachments that are set to be sent with emails in the customer portal. These should be able to be seen when clicking the "eye" icon in the customer portal - just a list of links to the PDFs. QuickBooks Online only. New setting in customer portal settings to include attachments in QuickBooks Online that are set to be emailed with receipts sent from the customer portal and pay now links (one setting for both). Will not apply to QuickBooks Desktop at this time due to limitations of the non-cloud nature of QuickBooks Desktop. Auto processing invoice attachments will not be supported at this time due to Xero's API limitations.

    Adam Crandall
    Shipped 🚀

    1

     

    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.

    Like

  8. Log into BenjiPays.com with your Microsft O365 or Entra ID account.

    New Feature
    Announcement

     

    Screenshot 2023-11-21 at 9.57.02 AM

     

    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.

    5

    Entra ID / Azure AD Single Sign On (SSO) for BenjiPays.com logins

    Allow SSO using Microsoft 365 and Entra ID credentials.

    Donald P
    Shipped 🚀

    1

    Like

  9. Customer Portal, payment pages and more now available in French

    New Feature
    Release Notes
    Screenshot 2023-11-19 at 10.02.27 AM
    1

    Localize the Pay Now, Payment Info Request and Self Serve customer portal.

    Translate the end customer facing pages to allow for language selection. First in French Spanish Second Should prepare for any future roman alphabet language. Emails, custom messages, pre auth agreements should handle the new languages Do our best to translate all errors and messages coming back from gateways that are currently passed through to the end user.

    Adam Crandall
    Shipped 🚀

    0

    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

    2

    Ability to pre-populate fields in generic payment links using URL

    Ability to add Amount, Invoice/Reference Number / Customer Name in URL. i.e. https://portal.benjipays.com/portal/pay/$amount=415.00$reference=4455$customer=Avery%20Davidow and then have those fields populated like in the attached screenshot

    Avery Davidow
    Shipped 🚀

    3

    7

    Add customer name and invoice number to receipt email

    Add customer name and invoice number to receipt email when that data is available Initial receipt send, re-send receipts, deposits, refunds etc.

    Adam Crandall
    Shipped 🚀

    1

     

     

    Like

  10. Fetch more $ with our new ACH integration

    New Feature
    Announcement
    ACH-announcement

     

    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.

     

    Like