Benji Pays feature requests

What would be the best way to give our Account Managers the ability to see if a client is set to autopay or to see who has access to the portal? I would like to give them access without giving them access to Xero or pertinent financial information.

I don't see a way to send a customer a statement for the last X days showing all transactions. This would include unpaid invoices, paid invoices, and specific payments received. It's the type of thing a customer requests when they need to reconcile their accounting system to ours. Of course it would be nice if Invoice Rover could send this type of report monthly as well based on whether an account has had activity in X days or has an open balance.

White labeling Benji Pays allows MSPs to strengthen their brand by offering payment automation under their own name, and not marketing for BenjiPays. This can create a seamless and trusted client experience and not further question around who is Benji and can I also trust them with my information. Further, not disclosing our business patterners may help reduce targeted attacks.

Add import and automation of Credit Card Settlement deposit reconciliation for Canadian Bambora Merchants.

A unique document or link at the customer level in the customer portal.

Ability to assign default gateway at the customer level.

It would be great to get an integration setup with KQM - they presently don;t even integrate with their own payment processing platform (Connect Booster) - I know it's on their roadmap, but would like to see the functionality in BenjiPays to maintain feature parity with the Kaseya offering, if possible?

When we select 'Show all ...' please make it stick so I don't have to reset that every time I login. Thanks!

When trying to enter payment information on the payment screen, the scroll bar that shows up at the bottom of the postal code and CVC fields is blocking the entire fields, so that you cannot see what you're typing. Please remove the scroll bar in those two fields as there is no need for it.

We are using QuickBooks to send invoices. As such, the amount on the itemised invoice will not match the transaction receipt which includes the surcharge. But our customers are not very good at reading emails, but will pay attention to attachments. So many are contacting us to request the transaction receipt which they already got. We end up having to resend it manually because most of them have already deleted that email. It would be wonderful if the transaction receipt can also be in pdf and be attached to the transaction receipt email (along with the QuickBooks invoice) to be sent out automatically with each transaction so that they will read both documents. It will also be easier for the customers if the transaction receipt is already generated as a pdf so that it can be easily forwarded to their accounting department for reconciliation.

Need to add the same payment link that goes on new invoices to invoice reminders so that clients don't have to search for the payment link in an earlier email.

Right now it is a manual process to chase customers down when their automatic recurring payment method expires or is declined permanently. This should be a relatively simple process to automate - customers can be notified via email that their payment method needs to be updated.

Create a mechanism to generate late fees, automatically added to the accounting system. Following requirements: Do not alter existing invoices to avoid altering past financial periods - Likely generate a new "late fee" invoice Configurable rules to include / exclude clients, ignore certain invoices etc. Percentage based, with different percentages for different time periods Continue to generate late fee invoices until original invoice is paid

Currently customers do not get a notification when an auto-pay transaction is declined. We should have the ability to have the system send a "Transaction Failed" email to the customer.

I would like to be able to open the customer portal as a client (impersonate) however, limited to view only. This would be helpful in walking our clients through how to navigate the system. see what they see and be aware of any changes visually or functionally that need to be made.