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
3
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.
1
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.
0
I would like to see payment transaction history imported in from QuickBooks Online, this will allow end users to see payment details on transactions processed outside BenjiPays such as cheque payments.
0
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.
0
When I save a new invoice in QB, Rover defaults to sending an email as a reminder and not an initial invoice email. Please allow initial invoice emails through Rover.
1
The actual payment page leaves room for only a couple links?! We need to be able to adjust ALL the wording on this page. For example, we might like to add contact info, other payment methods, etc... all kinds of things. This is really important to us. Thanks!
0
Please allow users to add ANY data to ANY email. Please do not allow only some data fields in some emails and some in others.
1
When we select 'Show all ...' please make it stick so I don't have to reset that every time I login. Thanks!
1
Show all email templates in one handy list. It's nice to have various segments, but for those of us with only a couple templates it's a hassle to shuffle through 3 menus to get to one.
0
Please change 'Enable Reminders' to 'Enable Rules'. I thought the toggle applied only to reminders.
1
Allow a vanity URL to be used for the customer portal. This requires updates to authentication and other security controls in the customer portal application to ensure security is maintained and avoid the potential for phishing etc.
2
Have a way to have emails sent automatically based on settings in Benji Pays for the following: New invoice created Invoice overdue x days (multiple settings for this, e.g. 10 days, 30 days, 45 etc) Invoice coming due / auto payment reminder in x days (multiple settings for this)
4
Show invoice statistics visually in the dashboard. Particularly past due invoice counts and total amount, for example.
3
Ability to email out of benji pays a statement of account to a customer.
5