Benji Pays feature requests

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

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.

I would like to see an integration with Gorelo so we can use our PDF invoices directly from them instead of QuickBooks.

The switch that shows if a payment method is enabled for autoprocessing or not is not labeled. If you hover over it, it says "Enable Profile". This is not a sufficient description to communicate what the switch does.

When paying two or more invoices for the same child company, the payment processes as one transaction. When paying two or more invoices for different child companies under the same parent, it processes as multiple transactions.

"Authorise" is considered an incorrect spelling of the word in the USA. "Authorize" should be used instead for customers in the USA.

In the payment gateway settings, the "Payment Account for USD ACH Payments" should pull current asset account types from QB desktop as options to select. Right now, it just gives the option to select accounts categorized as bank accounts. This is just a clearing account for payments before they are deposited, even in the description it says a 'current asset' should be selected. But it does not show current asset accounts in the list to select.

Sync the current amount owed on the account from QuickBooks desktop. For example, if a client overpays an invoice with a check and has a credit on their account, that credit should sync up to Benji Pays and show in the portal. As of now if that happened, it would not reflect any credit in Benjipays.

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.

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

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.