Benji Pays feature requests

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.

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

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.

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.

Having a pre-set option for Installment plans, like 3/6/9/12 months that we can setup as 'available' to all clients (or specific clients) w/o assigning to a particular invoice. Then on large one-time purchases if we want to give them options the customer could come into the portal and select from one of the options w/o us being involved.

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.

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

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

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

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.

Integrate with CloudRadial for SSO from the Cloud Radial portal to the Benji Pays Portal and/or add a Benji Pays iframe to CloudRadial

Add import and automation of Credit Card Settlement deposit reconciliation for Stripe Merchants

Currently, Benji Pays processes all invoices through autopay as long as the customer is enrolled and the invoice is due. However, some merchants require more control over which invoices are paid automatically—specifically based on invoice dollar amount. This feature would allow merchants to define thresholds that determine whether an invoice is eligible for autopay based on its value.