Benji Pays feature requests

My customers cannot see their open credit memos from their customer portal. Which means that they cannot apply their available credit to their open invoices before payment. It would be a major upgrade if my customers could view and apply available credit memos to their invoices as they see fit.

In my prior ACH processor, we had significantly more insight into the status of each transaction as it proceeded through from initial transaction, to in process, to settled - including estimates for settlement timing that could be reported on as soon as the transaction was made. This allowed me to forecast the deposits for the coming days based on upcoming settlement dates. Additionally, transaction level detail included this more detailed information as well like invoice number and settlement date. All of this allows for better tracking of ACH transactions across the four-day window from initial processing to final settlement. There is also a status column on the report that indicates which transactions are still in process "Open" and which ones are settled "Complete" with links to the settlement info on the completed ones.

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.

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.

it would be nice instead of only having the option to type in days overdue to just put "send every xx days"

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.

We'd like to be able to have the web connector installed on more than 1 computer that runs our company file. This is possible with our old provider.

Add a toggle in Invoice Rover that restricts automated reminder emails to invoices that have already been manually sent by the merchant. This would benefit merchants who need to review and approve invoices individually before they are visible to customers, preventing Invoice Rover from sending payment requests for invoices that aren't yet ready.

We receive orders from customers across a variety of order and delivery days and methods, and we process those transactions before they go out for delivery. Before migrating to Benji Pays, our process was to sort invoices in Quickbooks Online by the "Ship Date" field, process all those transactions that were to be delivered the next business day, and reach out to the customer with any issues. My request is to add the "Ship Date" field as an option to include in the Invoices tab to allow for filtering/sorting by the value of that field.

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.