Benji Pays feature requests

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.

Right now, the only way to send an account summary is to search for the customer on the Customers page, select the checkbox, and then send the email from the batch action menu. Please add the account summary email to the Actions dropdown on the customer page. We often have customers request a summary, and we have to check open invoices and other information before sending it. This adds several extra steps for us to have to close out the customer page and go out and search for them again just to send an account summary.

Currently we send a notification to the merchant, however, for our cloud accounting systems we could have this auto update the accounting system with the new information.

This is a feature on QBO that is really nice, where we can see if the customer has opened, and viewed the invoice.

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

Please add Dark Mode to save my eyes

I would like to see payment transaction history imported in from QuickBooks Online, this will allow end users to see payment details on transactions processed outside BenjiPays such as cheque payments.

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.

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.

Once the bambora batch has settled, create the final deposit transaction in the accounting system to aid with reconciliation.

Show Credit memos from the accounting system in the main Merchant Portal and the Customer Portal

It would be great to have the ability to set diffrent surcharge amount per customer or per card type. For example Amex card charge different surcharge then others As of now there is only one set amount across the board. Having the flexibility to change it either per customer or per card type etc would be very beneficial

Allow a customer to visit the customer portal and make a payment for a quote which doesn't have an invoice created yet using a saved payment method

Add ability to have a hyperlink to our website in the body of the email templates. For our signature.

would be nice if there was a global setting to automatically send this template when a new user is added with portal access