Benji Pays feature requests

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

Allow customes to authenticate to Benji Pays customer portal via Desk Director using SSO

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

The plan here is to bring the new payment modal concepts from our Self Serve customer portal into the main application, allowing for a single stop to select 1 or more invoices, enter the amounts (if not paying the full amounts) and add a new payment method all at once.

For example, monthly recurring service fees are auto processed through ACH and other invoices for hardware purchases are auto processed to a credit card or a different ACH account. Could be based on Xero branding themes / QuickBooks Payment Terms, memo or reference field.

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

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.

For example when adding a credit card for a customer and they want that payment method used for hardware only, we could label it "hardware only"

Wed love to see more configurable rules per Customer and per invoice. For instance, in Booster, we can specify PER client any of the following variables AND have multiple Rules with different Variables. Contract Type - Pulled from PSA Auto Pay on DATE - Invoice date, x days after invoice Date Invoice Amount - Can auto pay any invoice over or under specific amounts Payment Method - Differerent payment methods can be used per rule

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 vanity / custom URL (eg. pay.example.com) to be used for the customer portal. This requires updates to authentication and other security controls in the customer portal application to ensure security is maintained and avoid the potential for phishing etc.

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.

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.

Provide a way to have end customers log into the Benji Pays self serve customer portal either by using their Halo credentials against the Halo IDP, or via a custom integration that would allow Benji Pays to securely verify the user and log them into their Benji Pays portal.

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.