Benji Pays feature requests

In the Email logs, it lists the "reminder rule" that was triggered for the email. It should be referencing the "description" field of the rule, not the mechanic that is causing it to fire. For example, rules that send an email after X days, it shows that (such as Invoice Overdue 3 Day(s) @ 7:00AM). What it should show is the name we put in the rule (Overdue Invoice Reminder - Notice of Suspension)

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

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.

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

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.

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

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.

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.

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