Announcements

New updates and improvements to Benji Pays

  1. July 23rd Release

    New Feature
    Release Notes

     

    We have a big release today, featuring one of your most-requested features. Email open / click tracking is now in beta.

    We built this in order to give you more visibility into whether or not your clients have opened your emails and seen your invoices.

    In addition, we enhanced our Quoter integration. Both you and your customers can now allow the card to be saved when paying for the quote. You'll find this handy when the saved card is available for future invoices. We also added the ability to save a card when using a custom payment link.

     

    85

    Display whether customer has opened the invoice sent from Benji Pays

    This is a feature on QBO that is really nice, where we can see if the customer has opened, and viewed the invoice.

    Alex von h
    Shipped 🚀

    10

    1

    For quoter links, allow the card to be saved when paying for the quote.

    When paying for a Quoter quote, allow the card to be saved based on the existing card saving settings for Pay Now links.

    Adam Crandall
    Shipped 🚀

    0

    2

    Ability to save card with custom payment link not tied to an invoice

    When a customer is making a payment using the custom payment link, provide the merchant the option to force save card. This would be helpful for flows where a merchant is onboarding a new customer (possibly through a Quote or through a custom website integration) and would like to take an initial payment and save the payment profile to be linked to the accounting customer once the accounting customer has been created.

    Avery Davidow
    Shipped 🚀

    0

     

    Improvements:

    The All Transactions tab on the dashboard only shows attempted transactions now. Profile Skipped messages will be under the All Activity tab.

     

    Fixes:

    • Accounting Sync improvements
    • Customer search improvements
    • 3rd party package update as per CVE security notifications
    • Reporting improvements

     

  2. July 21, 2025 Release Notes

    Release Notes

     

    Fixes:

    • Fix issue causing some QuickBooks Desktop merchants to not be able to sync properly
    • Improve efficiency of some system related jobs with Xero
    • Accounting Sync improvements.

     

  3. July 16th, 2025 Release notes

    Release Notes

     

     

    Fixes:

    • Improvements to stuck accounting sync detection
    • Fix button text in customer portal settings section
    • Enable AVS forms for new Bambora merchants
    • Improvements to Customer page responsiveness when long sync is triggered during page load
    • Fix e-mail quota tracking bug
    • Content Security Policy improvements

     

  4. July 10th Release

    Release Notes
    New Feature

     

    Features

    This release features beta launch of Invoice PDF Priority Settings, which allows you to set priority order for invoice PDFs. Some clients, in particular MSPs, have the ability to invoice from multiple different systems. Invoice PDF Priority Settings allows you to choose the priority order for invoicing, when multiple systems are possible.

    This release also features several other updates.

     

    Screenshot 2025-07-11 at 2.01.34 PM

     

    • Merchants can set an order of priority for invoice PDFs when they have a PSA and the Datagate Integration enabled (Beta) - contact support for access to the early Beta
    • Added a "View Payment PDF" button in the transaction details pop up for QBO merchants

     

     

    Fixes

    • Fix issue when merchants were paying with a new card using Stripe in the merchant portal
    • Email Sent History visible for all companies
    • Fix to ensure accounting emails are imported with portal access enabled by default
    • Fix a typo on the submit button in quoter integration
    • Improved browsers content security policy for all areas of the application
    • Fix issue with content security policy blocking Halo SSO logins

     

     

  5. June 24th Release notes and new feature

    New Feature
    Release Notes

     

    Updates and fixes

    • Work on upcoming Days Sales Outstanding (DSO) feature for QBO users.
    • Fix issue with Global Payments on the Paynow and Payment Info Request pages
    • Improvements to Elavon Converge timeout handling and logging

     

    New!

     

    Batch Email enabling for receipts and portal access.

     

    This new feature allows you to quickly and easily update all emails for 100s of customers at a time to enable receipt receiving or Portal Access! Find it on the customer page under Batch Actions.

     

    Screenshot 2025-07-01 at 7.28.04 AM
  6. June 23d Release notes

    Release Notes
    New Feature

     

    • More accounting sync improvements
    • Fix for portal login during edge case login scenario
    • Beta release of new Halo "Can View Invoices" authorization for customer portal with SSO

     

    New Beta Feature for Halo SSO users!

    Find out more about the new authorization options for Halo (in Beta - request to join by emailing support) here:

     How to enable can view their invoices authorization via HaloPSA SSO 

      

  7. June 18th release notes

    Release Notes

    Lots of work in this release, small improvements, prep for new features and bug fixes.

     

    • Lay the groundwork for email open tracking
    • Work on Address Verification for Bambora as required by them to keep rates as low as we have with them.
    • Improvements to our accounting sync logic and performance
    • Continued work on ConnectWise contact sync feature for future release
    • Fix clover webhook issue
    • Fix for issue with Elavon due to changes with converge

     

     

    More to come!

  8. Fixes and Database Maintenance

    Release Notes

     

    Our latest release focuses on minor fixes and improvements in a number of areas.

    • Upgrade to the latest version of our Database software
    • Improve messaging around SPF / DKIM records in company settings
    • Make sure the correct number of transactions is showing in the billing history page for a selected invoice
    • Fix bug where the open balances were showing different in the customer and merchant portal
    • Quoter integration ground work, new API calls and payment flows
    • Improve QBD invoice sync to detect out of sync invoices
    • Fix bug with website url validation in company settings
    • Fix bug with refund amount not being rounded properly in transaction messages sometimes.
    • Fix bug with paying multiple invoices where the invoices belong to siblings of a parent company in QuickBooks
    • Check for valid email template prior to enabling Invoice Rover rule to avoid errors when processing reminders
  9. Add Invoice Rover rule for minimum invoice amount setting to rules

    New Feature

    In Invoice Rover, you'll now be able to set a minimum invoice amount in your rules. Invoice Rover would then only activate with the invoice amount is above the minimum, so that you aren't sending messages in Invoice Rover for minor amounts.

     

    Invoice Rover Minimum EDIT

     

    We have also added two other new features:

     

    Provide option for a global cc/bcc whenever a payment receipt is sent

    This option allows users to configure an email send to themselves or someone on their team, to allow for easy tracking of payment receipts.

     

    Email CC Option Edit

     

    Add One-Time Passwords (OTP) to specific admin actions

    We've added an extra layer of security to the following admin actions with Benji Pays:

    • Add admin
    • Assign admin role
    • Unassign admin role
    • Remove admin

     

     

     

     

  10. Download official PDFs for your customers' Pre-Authorized Debit Agreements

    New Feature
    Announcement

    When your customers save their payment information on file, they also agree to your Pre-Authorized Debit agreement (you can edit this in your Customer Portal Settings). Sometimes you will need to find the "proof" that someone agreed to to that, and now you can. Find and download a PDF copy of the agreement whenever you need.

     

    PAD Agreements are now available, along with important details like IP addresses and other details helpful to show when the user agreed to the PAD. This feature enables merchants to verify agreements and access payment profiles, even if a profile has been deleted. These records are particularly valuable in the event of disputes, as they log user, IP address and other identifiers to confirm that the client agreed to the pre-authorized debit.

     

    We are now introducing this feature, which allows you to search and easily find these PAD agreements, no matter how many customers you have. You can then download an official PDF with all the relevant details.

     

    You can search by customer name, card numbers, or any other information that you have on hand.

     

    Screenshot 2025-03-28 at 11.59.40 AM

     

    You can also access the PAD agreement search via customer name.

     

    Screenshot 2025-03-28 at 12.05.57 PM