Roadmap
Everything coming up at Benji Pays
Future π (19)
- 80Late fee automation#New Feature π
- 9Make Account Summary available on customer page#Improvement π
- 5Set Default Company After Logging In.
- 2Desk Director SSO Integration#New Feature π#Customer Portal πͺ
- 24Payment Transaction History#New Feature π#Integrations π#Customer Portal πͺ
- 52Allow customers to connect their bank accounts by authenticating with their online banking#Improvement π#Integrations π
- 38Different auto-pay payment profiles for different invoice types within an account#Auto Processing
- 8Report / Pop-up with upcoming Customer expiry dates#Improvement π#Auto Processing#π₯οΈ π§ AI
- 28Update address in accounting system when customer updates their address on customer portal#Improvement π#Integrations π#Customer Portal πͺ
- 30Ability to add a "friendly name" for a payment profile#Improvement π#Customer Portal πͺ
Roadmap(13)
- 6Bambora Credit Card Settlement Automation (Canada)#Improvement π#New Feature π#Integrations π
- 5Support for Australian Direct Debit via NPP/BECS Integration#Integrations π#Deal Breaker π
- 5Do not auto process invoices over a set amount
- 92Automatically email customers for updated card when old one expires or is declined permanently
- 72Option to send Declined or Transaction Failed emails to clients#Improvement π#Auto Processing#Invoice Rover
- 42Show credit memos#Improvement π#New Feature π#Integrations π
- 24Add ability to enforce MFA for all users#Improvement π#Security π
- 4Send one email per invoice for Invoice Rover new Invoice notifications.#Improvement π#Invoice Rover
- 69Customer portal (Impersonate as user)#New Feature π#Customer Portal πͺ
- 2Hide API Key details after saving#Improvement π#Security π
Up Next π(1)
Shipped π(58)
- 1QuickBooks Desktop line item description line breaks#Improvement π#Styling π¨#Bug π
- 3Ability to make partial payment when paying invoice using pay link
- 85Display whether customer has opened the invoice sent from Benji Pays
- 2Ability to save card with custom payment link not tied to an invoice
- 1For quoter links, allow the card to be saved when paying for the quote.#Improvement π#Integrations π
- 16Quoter Integration#New Feature π#Integrations π#Customer Portal πͺ
- 1Ability to pre-populate fields in generic payment info requests using URL
- 10Create pay button in Halo when invoice is generated#Improvement π#New Feature π#Integrations π
- 4Setting to not surcharge customers if invoice total is above / below a certain amount.#New Feature π#Customer Portal πͺ#Auto Processing
- 4Auto Processing Transactions CC or BCC#New Feature π#Integrations π#Auto Processing
Unlikely to build π(0)
Existing functionality(7)
- 1Surcharge Messaging
- 2Request for Feature to Accept Terms and Services Prior to Payment Entry#Improvement π#Integrations π#Security π
- 1Autopay before due date
- 2Time Saving Improvements for Business Owners In The Portal#Improvement π#New Feature π#Integrations π
- 1Set Default Sort Filter
- 3Ability to delete or hide an inactive or defunct customer#New Feature π#Integrations π
- 0Custom email address for notifications#Improvement π