QuickBooks Online invoice attachments
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:
- Attach invoice attachments during auto processing under the Auto Processing Settings
- Attach invoice attachments for Pay Now links and your self-serve Customer Portal under Customer Portal settings
- 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.
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.
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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.