Roadmap
Everything coming up at Benji Pays
Future 📅(19)
- 77
Late fee automation
#New Feature 🆕 - 9
Make Account Summary available on customer page
#Improvement 👍 - 5
Set Default Company After Logging In.
- 2
Desk Director SSO Integration
#New Feature 🆕#Customer Portal 🚪 - 23
Payment Transaction History
#New Feature 🆕#Integrations 🔗#Customer Portal 🚪 - 51
Allow customers to connect their bank accounts by authenticating with their online banking
#Improvement 👍#Integrations 🔗 - 38
Different auto-pay payment profiles for different invoice types within an account
#Auto Processing - 8
Report / Pop-up with upcoming Customer expiry dates
#Improvement 👍#Auto Processing#🖥️ 🧠 AI - 25
Update address in accounting system when customer updates their address on customer portal
#Improvement 👍#Integrations 🔗#Customer Portal 🚪 - 29
Ability to add a "friendly name" for a payment profile
#Improvement 👍#Customer Portal 🚪
Roadmap(13)
- 6
Bambora Credit Card Settlement Automation (Canada)
#Improvement 👍#New Feature 🆕#Integrations 🔗 - 5
Dynamics 365 Business Central
#Integrations 🔗 - 5
Do not auto process invoices over a set amount
- 85
Automatically email customers for updated card when old one expires or is declined permanently
- 69
Option to send Declined or Transaction Failed emails to clients
#Improvement 👍#Auto Processing#Invoice Rover - 38
Show credit memos
#Improvement 👍#New Feature 🆕#Integrations 🔗 - 21
Add ability to enforce MFA for all users
#Improvement 👍#Security 🔐 - 4
Send one email per invoice for Invoice Rover new Invoice notifications.
#Improvement 👍#Invoice Rover - 67
Customer portal (Impersonate as user)
#New Feature 🆕#Customer Portal 🚪 - 2
Hide API Key details after saving
#Improvement 👍#Security 🔐
Up Next 👊(0)
In development 🛠️(5)
- 1
QuickBooks Desktop line item description line breaks
#Improvement 👍#Styling 🎨#Bug 🐛 - 32
Add Dark Mode
#Improvement 👍#New Feature 🆕#Styling 🎨 - 4
Sync billing contacts from ConnectWise Manage to Benji Pays
- 3
New integration for Elavon Payment Gateway (EPG)
#Integrations 🔗 - 9
Bambora Credit Card Settlement Automation (USA)
#Improvement 👍#Integrations 🔗
Shipped 🚀(57)
- 3
Ability to make partial payment when paying invoice using pay link
- 85
Display whether customer has opened the invoice sent from Benji Pays
- 2
Ability to save card with custom payment link not tied to an invoice
- 1
For quoter links, allow the card to be saved when paying for the quote.
#Improvement 👍#Integrations 🔗 - 16
Quoter Integration
#New Feature 🆕#Integrations 🔗#Customer Portal 🚪 - 1
Ability to pre-populate fields in generic payment info requests using URL
- 10
Create pay button in Halo when invoice is generated
#Improvement 👍#New Feature 🆕#Integrations 🔗 - 4
Setting to not surcharge customers if invoice total is above / below a certain amount.
#New Feature 🆕#Customer Portal 🚪#Auto Processing - 4
Auto Processing Transactions CC or BCC
#New Feature 🆕#Integrations 🔗#Auto Processing - 3
Show invoice from datagate
Unlikely to build 😞(0)
Existing functionality(7)
- 1
Surcharge Messaging
- 2
Request for Feature to Accept Terms and Services Prior to Payment Entry
#Improvement 👍#Integrations 🔗#Security 🔐 - 1
Autopay before due date
- 2
Time Saving Improvements for Business Owners In The Portal
#Improvement 👍#New Feature 🆕#Integrations 🔗 - 1
Set Default Sort Filter
- 3
Ability to delete or hide an inactive or defunct customer
#New Feature 🆕#Integrations 🔗 - 0
Custom email address for notifications
#Improvement 👍