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

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.

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.

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.

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.

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.

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"

On the login page for the portal, we can customize the logo and the brand colour and that is it. It would be nice to be able to customize the Login message. Right now, the login message says: WELCOME Log in to Benji Pays to continue to the Customer Portal It would be nice to be able to customize BOTH messages, the "Header" and the "Body" of the login modal/window.

A card reader that syncs directly with Benjipays and enables easy surcharging and reconciling

If a client enters a new card in Benji, they should have the option to state that it will replace the existing one. Unless we manually remove an old card, it could get charged.

We have a brick and mortar location where customers sometimes come to make payments, with some of these payments being cash or paper check. It would be beneficial to be able to enter Cash or Paper Check payments under the PAY tab in Benjipays. Benjipays does not currently have the capability of marking an invoice as Paid if the payment was made with Cash or Paper Check. In our case, this transaction would have to be logged in Quickbooks desktop. Being able to utilize Benjipays to log all types of Payments would be convenient because all of our payment processing workflow would be from one software, Benjipays. We would prefer that all of our customers pay with an ACH or Credit and Debit Card but unfortunately that is not the case.

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

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.

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