Roadmap
Everything coming up at Benji Pays
Future 📅(25)
- 5
Set Default Company After Logging In.
- 2
Desk Director SSO Integration
#New Feature 🆕#Customer Portal 🚪 - 7
Report / Pop-up with upcoming Customer expiry dates
#Improvement 👍#Auto Processing#🖥️ 🧠 AI - 21
Show credit memos
#Improvement 👍#New Feature 🆕#Integrations 🔗 - 34
Automatically email customers for updated card when old one expires or is declined permanently
- 32
Option to send Declined or Transaction Failed emails to clients
#Improvement 👍#Auto Processing#Invoice Rover - 6
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 - 37
Customer portal (Impersonate as user)
#New Feature 🆕#Customer Portal 🚪 - 8
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 🚪
Up Next 👊(4)
- 4
Create pay button in Halo when invoice is generated
#Improvement 👍#New Feature 🆕#Integrations 🔗 - 1
Helcim update to support multi currency support / multi terminal support
#Improvement 👍#Integrations 🔗 - 24
For Bambora ACH / EFT - create the settlement deposit transaction in the accounting system
#Improvement 👍#Integrations 🔗#Auto Processing - 13
Add ability to enforce MFA for all users
#Improvement 👍#Security 🔐
In development 🛠️(4)
- 14
An email template for merchants to send out to their customers introducing the Customer Portal
#Improvement 👍#Customer Portal 🚪 - 3
Have the customer portal token displayed as "Customer Portal" and not as a link
#Styling 🎨 - 19
Create a button instead of a link for the Customer Portal on the bottom of invoices sent out to customers
#New Feature 🆕#Customer Portal 🚪 - 52
Vanity / custom URL for Customer Portal
#Integrations 🔗#Customer Portal 🚪
Shipped 🚀(33)
- 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 - 26
📨 Automated email reminders for overdue and upcoming invoices as well as new invoice emails
#Improvement 👍#New Feature 🆕 - 1
Helcim integration update to support their V2 API required by July 31, 2024
#Integrations 🔗 - 1
Clover update for expiring access tokens
#Integrations 🔗 - 3
Turn off ability to pay partial payments in the Customer Portal
#New Feature 🆕#Customer Portal 🚪 - 4
Surface Invoice PDF from ConnectWise Manage
#Integrations 🔗 - 1
Allow the merchant to select the gateway to send the invoice email when using Batch Action Sending Invoices
#Improvement 👍 - 1
Include customer's email address from card request form in the payment notifaction
#Improvement 👍 - 2
Xero - Use Reference for Memo Field Skip
#Improvement 👍#Auto Processing