Benji Pays feature requests

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.

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

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.

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.

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.

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

Although user can enable MFA, there is no option for a company Admin to enforce MFA on all users, this should be added.

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.

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

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

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

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.