BETA: Add Halo Pay buttons to invoices in the Halo end user portal.

If you are interested in this Beta, please enquire at support@benjipays.com. Find out more in the documentation.

Fixes

• Fix issue with Invoice Rover rules with the "Skip invoices with created date prior to" setting enabled could include older invoices if the email template contained a token that loaded older invoices.
• Fix Halo Custom Button creation for Merchant's using Xero
• Add additional syncing and checking with the accounting system during Invoice Rover processing to improve accuracy
• Fix issue with QuickBooks Desktop when a customer or sub project is inactive, transactions would fail for invoice payments, voids and refunds.
• Improve readability of Invoice Rover emails on mobile devices.
• Improve transactionAmount matching on paynow links
• Fix issue with Halo invoice PDF retrieval when HaloPSA tenant is using AWS S3 Object Storage

Jan 10th 10:35PM - This maintenance event has been cancelled and will be rescheduled for a future date.

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Original Message

Scheduled Maintenance on Saturday, January 11th

We wanted to let you know that our site will be temporarily unavailable for scheduled maintenance on Saturday, January 11th, from 9:00 AM to 11:00 AM PST.

During this time, we’ll be performing updates to improve your experience. We appreciate your understanding and apologize for any inconvenience this may cause.

If you have any questions or concerns, feel free to reach out to our support team at support@benjipays.com

Thank you for your patience and continued support.

New and Fixes:

• Add settlement bank account selection in gateway settings in preparation of settlement reconciliation feature
• Improvements to user invite flow when the user is already logged in

• Fix an issue where sometimes gateway could not be deleted if default gateway was set at some point
• Fix bug with payment modal not loading all invoices when there are a large number of open invoices for a customer

Custom Domains for your Customer Portal

One of the highest requested features from our customers and partners has been to have their own custom domain for their Customer Portal. We've finally launched this feature and it is currently in Beta Testing.

This feature will allow you to have your customer portal link be something like https://billing.yourdomain.com, giving you and your business an even more professional look.

Stay tuned for an announcement on this going into public release sometime in January.

SSO with JWT for Customer Portal

We've added to our Halo and OAuth SSO connections. Now anyone can create a custom JSON Web Token (JWT) SSO flow from their application or system to Benji Pays, allowing Single Sign-On from any other system with minimal development effort.

If you are using a portal, ERP or other system that doesn't currently connect to Benji Pays via SSO, let us know and we can connect with them and provide them with the developer documentation 

Fixes and Other items:

• Capture additional data regarding accounting transactions when saving transactions to support reconciliation improvements
• Fix receipt download in the customer portal for transactions with multiple invoices
• Fix issue when switching accounts where the switch would sometimes fail

Fixes

• Improved how sub customers are handled for QuickBooks Online. Roll invoices and receipts up to the parent company.
• "Use Parent Profiles" Option is now available for QuickBooks online. When enabled payment profiles and email addresses on the top level parent will be used for all invoices and payments for all sub customers. This is a global setting applying to all customers or none.

• Fix issue with Clover profile creation causing error when retrieving email addresses from Clover
• Fix success message when customer schedules payment in customer portal to indicate it was scheduled and the date it was scheduled for.

We’re super thrilled to announce some powerful new features designed to make your customer communications smoother and more impactful than ever! Introducing our Email Template Enhancements and the long overdue Customer Welcome Email feature. 🎉

🌟 What’s New?

1. Versatile General Customer Email Templates

• More Than Just Welcomes: While we’re spotlighting the new Welcome Email, you can now send any general email to your customers. Keep them updated, engaged, and informed with ease. Note our standard email quotas apply, our General Email feature should only be used for Benji Pays related emails - marketing, sales and other unrelated emails may result in suspension of emails on your account.

2. Enhanced Personalization with New Tokens

• Portal Button & Secure Links: We’ve added new tokens that let you insert a sleek portal button or a secure portal link anywhere in your templates. Make it effortless for customers to access their accounts. 🔐

3. Rich Formatting with HTML Markup

• Make It Pop: Spice up your emails with limited HTML markup capabilities. Add headings, lists, and more to make your messages stand out! ✨

4. Improved Email Reporting Filters

• Stay In the Know: We’ve beefed up our email reporting filters so you can now see all emails sent to your customers (other than one time passcode emails) and notifications sent to your team. Transparency for the win! 📊

🎁 Why You’ll Love These Features

• Boost Engagement: Personalized and interactive emails help strengthen customer relationships.

• Save Time: Batch actions and templates streamline your communication process.

• Look Professional: Branded emails with rich formatting present your business in the best light.

📽️ See It in Action!

Watch our quick video tutorial below to get the most out of these new features! 🎥

📖 Learn More

• How to Customize Email Templates 

• HTML in Email Templates 

• Sending emails in Benji Pays 

🚀 Get Started Now!

Dive into the new features by heading over to:

Settings > Email Templates > General Email to Customer Email Templates

Customize the default templates or create your own from scratch. With these enhancements, connecting with your customers has never been easier or more powerful! 💪

Need Help? We’re here for you! Reach out to our support team anytime. 🤗

Happy emailing!

The Benji Pays Team ❤️

Ideas Included in this release:

Fixes:

• Improve how we insert the card type into the payment reference for Xero payment transactions to improve reconciliation.
• Invoice Rover Account Statements - choose the time of day they are sent out. Ensure only one per day is sent no matter what settings are changed
• For QuickBooks Desktop, Improve filtering out old invoices that are new to Benji Pays to ensure they are not sent our via Invoice Rover.
• Handle bad data from QuickBooks Desktop to ensure sync continues - specifically for invoices and credit memos that have not CustomerReference being sent from QuickBooks.

Introducing Our New Payment Experience!

We’re thrilled to announce that our new payment window is now in general release!

This upgraded experience is packed with benefits, including the ability to

This upgraded experience is packed with benefits, including the ability to

🎥 Watch the short video below to see all the new features and benefits in action.

To help you transition smoothly:

Both the old “Pay” button and the new “New Pay” button will be available side by side until December 16th, 2024.

After that date, the old “Pay” button will be replaced, and the new payment experience will become the default.

We can’t wait for you to explore this streamlined experience! 🚀

Making It Easier Than Ever for Your Customers to Pay

At Benji Pays, we’re laser-focused on making it as simple as possible for your customers to pay you. We know they don’t want to juggle yet another login or portal—our mission is to eliminate friction while helping you get paid faster.

This latest release takes simplicity to the next level for those of you using HaloPSA or any other OAuth SSO provider.

Here’s what’s already in place to make payments seamless:

Single Sign-On with Google or Microsoft (launched two years ago): Your customers can log in using credentials they already know and trust.

One-Time Passcode via Email (also launched two years ago): No passwords required—just a quick code to access the portal.

Pay Without Logging In (available for over four years): Customers can simply click a Pay Now link to complete their payment without entering the portal at all.

And now, we’re making it even easier!

For those using HaloPSA, setup is lightning-fast—just a few minutes! Your customers who are already logged into your HaloPSA customer portal can now access the Benji Pays portal with just one click. No new passwords, no extra codes, no hassle.

How does this help you?

Combine this new functionality with a custom button in your HaloPSA portal to deliver an outstanding experience. Not only will your customers appreciate the simplicity, but you'll also:

• Get paid faster.
• Reduce support calls.
• Provide a delightfully smooth experience that your customers will love.

Get started today!

Head to Settings >> Customer Portal Settings in Benji Pays and find the SSO section to enable this feature.

You Asked, We Delivered: Surcharge Reporting Made Easy!

We’re always listening to your feedback, and today we’re excited to announce a new feature that puts you in full control of your surcharge insights.

Here’s what’s new:

• View Surcharge Details at a Glance: Quickly see if a surcharge was included in any transaction directly within your reports.
• Filter with Precision: Easily filter transactions to view only those with or without a surcharge, so you can analyze data your way.
• Understand the Why: Not sure why a surcharge wasn’t applied to a transaction? Simply click the colored result bubble to dive into the detailed results and get instant clarity.

We know how important transparency and ease of use are to your business. This update ensures you have the tools to manage surcharges confidently and efficiently.

Try it out now and see how it streamlines your reporting!

New Features!

1. Ability to disable the payment pages when an invoice could not be found in the system that matches the link - this avoids extra work of having to link payments after the fact and improves security.
2. Ability to increase the security of your payment pages and payment info request pages by requiring the "I'm not a robot" recaptcha. By default all accounts now have the invisible captcha to improve security of these pages.

Fixes and updates:

• Fix issue where a transaction could be submitted in more than one ACH / EFT batch in very rare occasions.
• Update ACH profiles to be able to have account numbers up to 17 digits long
• All non DKIM emails will now be sent from no-reply@benjipays-notifications.com
• Notifications from Benji Pays will now be sent from no-reply@benjipays-notifications.com

New:

• New email quota enforcement to limit how many emails can be sent in certain time periods.
• Tweaks to existing rate limiting functionality

Fixes:

• Fix issue where emails sent via SMTP would be sent from no-reply@benjipays.com if DKIM had not been setup by the merchant.