Announcements

New updates and improvements to Benji Pays

  1. Release Notes Week July 1, 2024

    Release Notes

     

     

     

    New:

    • Improved handling of situations where one of our accounting system APIs is temporarily down or unavailable
    • Required update for Clover Gateway
    1

    Clover update for expiring access tokens

    Aug 1, 2024 is the deadline Expiring access tokens coming to the US and Canada in October 2023 Starting October 2023, Clover is rolling out expiring access (authentication) tokens in the United States (US) and Canada. Use these short-lived, expiring access tokens to: Authenticate with Clover APIs Improve the security of your applications and merchants’ data Since expiring tokens are short-lived, your applications must manage the expiring access tokens and create refresh tokens to maintain continuous access to the APIs. IMPORTANT All apps in the United States and Canada must use expiring access tokens by August 1, 2024. Apps in the United States or Canada New applications—Clover requires that new apps use expiring access and refresh tokens. Existing (legacy) applications—If you have Clover apps, start migrating your apps to use expiring access and refresh tokens. For new and existing apps, you can roll out the expiring access tokens as you deem fit—for example, all at once or by using feature flags or gradual rollouts. See Authenticate with OAuth—Canada and US for more information.

    Adam Crandall
    Shipped 🚀

    0

     

    • We are now accepted requests to participate in our latest Beta Test for our new Payment Flow that allows Merchants to process multiple invoices in a single transaction.
    21

    Allow merchants to process a payment for multiple invoices at once.

    The plan here is to bring the new payment modal concepts from our Self Serve customer portal into the main application, allowing for a single stop to select 1 or more invoices, enter the amounts (if not paying the full amounts) and add a new payment method all at once.

    Adam Crandall
    Beta testing

    5

    Like

  2. Accounting Sync Logs and more

    New Feature
    Release Notes

    New in this release:

    Accounting sync logs for Xero and QuickBooks Online

    You can now view the sync history of your data from your accounting system to Benji Pays - this will show you when invoices and customers are brought into Benji Pays.

     

    View these reports under Reports >> Accounting Sync Logs

     

     

    Reset accounting sync date

    Each time Benji Pays performs a synchronization from your accounting system, we keep track of the time, and we always sync changes since a while before the last successful sync took place.

     

    Sometimes things can get out of sync, you may find that a new customer or invoice may not be in Benji Pays, or perhaps and invoice that is showing as paid in your accounting system, is showing with an open balance in Benji Pays.

     

    Fixing this is a simple matter of re-syncing further back - up until now you would need to contact our support to have your sync date reset - you can now do this on your own at any time under Reports >> Accounting Sync Logs. Choose a new date in the top right corner and save it. Navigate back to your home page and your updated sync will take place, it may take a while longer than normal to load the page.

     

    Fixes

    • Performance improvements to invoice searching
    • Additional handling of timeouts received from Xero API when refreshing authentication tokens
    • Fix issue with the Invoice Rover Beta for QuickBooks desktop that was causing invoice rover to have the incorrect created date on invoices.
    • Fix issue with Global Payments forms not functioning correctly on some merchants customer portals.

     

    Like

  3. Invoice Rover Released to all QuickBooks Online Users

     

    Our newest feature, Invoice Rover is now available for all QuickBooks online users in a free preview for 2024. Xero and QuickBooks Desktop users may contact support to request access to the ongoing Beta Test.

     

    Invoice Rover offers automated invoice notifications, dunning reminders and account summary's, all fully integrated with your Auto Pay rules and your customer portal.

     

    Find out more about how to setup invoice rover here.

    25

    📨 Automated email reminders for overdue and upcoming invoices as well as new invoice emails

    Have a way to have emails sent automatically based on settings in Benji Pays for the following: New invoice created Invoice overdue x days (multiple settings for this, e.g. 10 days, 30 days, 45 etc) Invoice coming due / auto payment reminder in x days (multiple settings for this)

    Adam Crandall
    Beta testing

    4

    20

    Statements of Account from BenjiPays

    Ability to email out of benji pays a statement of account to a customer.

    Austin R
    Shipped 🚀

    5

     

    New:

    3

    Turn off ability to pay partial payments in the Customer Portal

    To be able to turn off partial payments in the customer portal so customers are forced to pay the full amount on their invoice.

    Amber MacMullin
    Shipped 🚀

    0

     

    Fixed:

    • Fixed issue with custom SMTP using ports 465 and 587

    Like

  4. Maintenance planed Saturday May 18th 3PM PST

    Maintenance
    Announcement

    Maintenance Activities

     

    Upcoming scheduled maintenance notice.

     

    Please note that Benji Pays will be unavailable Saturday May 18th from 3PM to 6PM PST to undergo required system maintenance.

     

    Your merchant portal, as well as your customer portal and payment links will be unavailable during this process.

     

    Maintenance Window Details:

    Date: 5/18/2024

    Start Time: 3:00 PM PT

    End Time: 6:00 PM PT

    Impact: Services will be unavailable at this time.

     

    We apologize for any inconvenience and appreciate your patience. If you have urgent questions or concerns, please reach out to our Customer Support team via email support@benjipays.com.

    Like

  5. Latests release notes - May 6th, 2024

    Release Notes
    New Feature

     

    We've added a new integration to ConnectWise Manage. ConnectWise users can now have the ConnectWise invoice PDF sent instead of their accounting system's invoice. This requires that the invoice numbers in ConnectWise match what is in your accounting system.

    4

    Surface Invoice PDF from ConnectWise Manage

    This feature exists for Halo PSA and Autotask already. If on, Benji Pays attempts to retrieve the invoice PDF from the PSA, optionally falling aback to the accounting systems PDF if we are unable to find the invoice in the PSA.

    Adam Crandall
    Shipped 🚀

    0

    1

    Allow the merchant to select the gateway to send the invoice email when using Batch Action Sending Invoices

    This would be easier for merchants to bulk send invoices and allow the merchant to override the current default gateway setting. Irene- Oxford

    Amber MacMullin
    Shipped 🚀

    1

    New:

    • Ability to use different Gateway links for each invoice when batch emailing invoices
    • QuickBooks Desktop and Xero Invoice Rover for Beta Testing
    • Auto select default gateway options when sending payment info requests and invoices

     

    Fixes

    • Xero performance improvements relating to their API limits
    • Improve logo rendering in emails (Outlook) and on pay now pages.
    • Fix bug with gateway selection in payment info requests

     

    Like

  6. 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.

    18

    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

  7. 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.

     

  8. 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

  9. 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

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

    Release Notes

     

    New

     

    We shipped the following requested features:

    6

    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