Benji Pays feature requests

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

A card reader that syncs directly with Benjipays and enables easy surcharging and reconciling

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.

User a service like Plaid.com or Flinks.com to allow users to connect their banking details by loging into their online banking in addition to allowing them to enter their banking information manually. This can improve Approval rates and reduce the risk of account infomation being entered incorrectly. There may be a nominal cost to this.

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.

On the login page for the portal, we can customize the logo and the brand colour and that is it. It would be nice to be able to customize the Login message. Right now, the login message says: WELCOME Log in to Benji Pays to continue to the Customer Portal It would be nice to be able to customize BOTH messages, the "Header" and the "Body" of the login modal/window.

While Benji Pays offers an installment plan feature, it currently only supports selecting a single invoice at a time. This limitation makes it impractical for use cases involving multiple invoices and custom payment arrangements across a long aging period. Requested Feature Enhancement Multi-Invoice Selection: Allow users to select multiple open invoices (either manually or using filters such as age or due date). Display a running total of the selected invoice amounts. Custom Installment Amounts: Enable the merchant to define a fixed monthly payment amount (e.g., $1,000) to be charged on a fixed date each month. The system should automatically apply the payment proportionally or sequentially to the selected invoices.

If a client enters a new card in Benji, they should have the option to state that it will replace the existing one. Unless we manually remove an old card, it could get charged.

I would like to see an integration with Gorelo so we can use our PDF invoices directly from them instead of QuickBooks.

The installment plan feature is awesome. But, it currently requires staff to set up for a customer. Let's push this task onto the customer. It gives the customer more capability while freeing up staff time.

The switch that shows if a payment method is enabled for autoprocessing or not is not labeled. If you hover over it, it says "Enable Profile". This is not a sufficient description to communicate what the switch does.

When paying two or more invoices for the same child company, the payment processes as one transaction. When paying two or more invoices for different child companies under the same parent, it processes as multiple transactions.

"Authorise" is considered an incorrect spelling of the word in the USA. "Authorize" should be used instead for customers in the USA.

In the payment gateway settings, the "Payment Account for USD ACH Payments" should pull current asset account types from QB desktop as options to select. Right now, it just gives the option to select accounts categorized as bank accounts. This is just a clearing account for payments before they are deposited, even in the description it says a 'current asset' should be selected. But it does not show current asset accounts in the list to select.

Sync the current amount owed on the account from QuickBooks desktop. For example, if a client overpays an invoice with a check and has a credit on their account, that credit should sync up to Benji Pays and show in the portal. As of now if that happened, it would not reflect any credit in Benjipays.