Roadmap
Everything coming up at Benji Pays
Future 📅(17)
- 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 🚪 - 8
Report / Pop-up with upcoming Customer expiry dates
#Improvement 👍#Auto Processing#🖥️ 🧠 AI - 22
Payment Transaction History
#New Feature 🆕#Integrations 🔗#Customer Portal 🚪 - 1
Add setting to only send / don't send if customer has enabled / disabled payment profiles
#Improvement 👍#Invoice Rover - 14
Ability for customer to make a payment in the Customer Portal that is not linked to an invoice - e.g. a deposit or prepayment
#Customer Portal 🚪 - 71
Late fee automation
#New Feature 🆕 - 1
Limit how far in the future a client can schedule payments
#New Feature 🆕 - 1
Totals fo MC, VISA daily reports
2025 Roadmap(14)
- 21
Add ability to enforce MFA for all users
#Improvement 👍#Security 🔐 - 4
Do not auto process invoices over a set amount
- 4
Send one email per invoice for Invoice Rover new Invoice notifications.
#Improvement 👍#Invoice Rover - 77
Automatically email customers for updated card when old one expires or is declined permanently
- 2
Hide API Key details after saving
#Improvement 👍#Security 🔐 - 4
Add activity logging for auto disabled profiles when auto processing disables the payment profile due to an issue
#Auto Processing#Bug 🐛 - 3
Group sub customers with parent customers for Invoice Rover emails
#Improvement 👍#Invoice Rover - 65
Option to send Declined or Transaction Failed emails to clients
#Improvement 👍#Auto Processing#Invoice Rover - 7
Allow invoice number token to be used with Invoice Rover notifications
- 34
Show credit memos
#Improvement 👍#New Feature 🆕#Integrations 🔗
Shipped 🚀(53)
- 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
- 2
Ability to override the Login Button text on the customer portal
#Improvement 👍#Customer Portal 🚪 - 3
Some transactions fail when the customer or sub customer is no longer active in the accounting system
#Bug 🐛 - 1
Add recaptcha to payment pages and payment info pages
#Improvement 👍#Security 🔐 - 2
Limit notification email to only send when something processed.
#Improvement 👍#Auto Processing
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 👍