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.

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.

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.

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.

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

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

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

While Benji Pays offers an installment plan feature, it currently only supports selecting a single invoice at a time. This limitation makes it impractical for use cases involving multiple invoices and custom payment arrangements across a long aging period. Requested Feature Enhancement Multi-Invoice Selection: Allow users to select multiple open invoices (either manually or using filters such as age or due date). Display a running total of the selected invoice amounts. Custom Installment Amounts: Enable the merchant to define a fixed monthly payment amount (e.g., $1,000) to be charged on a fixed date each month. The system should automatically apply the payment proportionally or sequentially to the selected invoices.

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

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.

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.

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

Please add Dark Mode to save my eyes

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"

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.