Benji Pays feature requests

When customers payment method fails (ie NSF, CC expired, etc), develop template to notify customer to update payment information.

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

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.

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.

would be nice if there was a global setting to automatically send this template when a new user is added with portal access

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

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 would like to be able to see the last login time for our end-customers. Ideally it should be showing per login we enable for an end customer. This would allow us to verify if a client has been successful in logging in, when the last time they logged in etc. The best place for it is either on the customer landing page as a - format after the portal enabled login or in the settings screen for the customer where you enable portal logins. The timestamp for login should be localized to the user on our side that is logging in.

have the option to split the payment automatically by the number of installment dates. This would help avoid someone having to go manually calculate each installment.

Add templates for receipts and also allow configurable personalized messages to be typed in and included on the receipt sent for payments manually processed through Benji Pays

When a bank chargeback occurs, the payment profile should be automatically disabled to prevent additional attempted charges via auto-processing.

Although there's only a single word that needs changing ("Authorised"), it would be good to have a US English version of the Automated Transaction Emails (Successful charge, Void, etc.). As a US only company, our customers are expecting US English.