Roadmap
Everything coming up at Benji Pays
Future π (24)
- 2
Desk Director SSO Integration
#New Feature π#Customer Portal πͺ - 3
Report / Pop-up with upcoming Customer expiry dates
#Improvement π#Auto Processing#π₯οΈ π§ AI - 10
Show credit memos
#Improvement π#New Feature π#Integrations π - 15
Automatically email customers for updated card when old one expires or is declined permanently
- 15
Option to send Declined or Transaction Failed emails to clients
#Improvement π#Auto Processing#Invoice Rover - 4
Payment Transaction History
#New Feature π#Integrations π#Customer Portal πͺ - 17
For Bambora ACH / EFT - create the settlement deposit transaction in the accounting system
#Improvement π#Integrations π#Auto Processing - 1
Add setting to only send / don't send if customer has enabled / disabled payment profiles
#Improvement π#Invoice Rover - 23
Customer portal (Impersonate as user)
#New Feature π#Customer Portal πͺ - 5
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 πͺ
Shipped π(28)
- 26
π¨ Automated email reminders for overdue and upcoming invoices as well as new invoice emails
#Improvement π#New Feature π - 1
Helcim integration update to support their V2 API required by July 31, 2024
#Integrations π - 1
Clover update for expiring access tokens
#Integrations π - 3
Turn off ability to pay partial payments in the Customer Portal
#New Feature π#Customer Portal πͺ - 4
Surface Invoice PDF from ConnectWise Manage
#Integrations π - 1
Allow the merchant to select the gateway to send the invoice email when using Batch Action Sending Invoices
#Improvement π - 1
Include customer's email address from card request form in the payment notifaction
#Improvement π - 2
Xero - Use Reference for Memo Field Skip
#Improvement π#Auto Processing - 1
Autopay triggered by memo line item
- 2
Payment links and payment info requests offering only ACH or Credit card, not both
#Improvement π