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.

Allow a vanity / custom URL (eg. pay.example.com) 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.

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.

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

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"

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.

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

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.

Integrate with CloudRadial for SSO from the Cloud Radial portal to the Benji Pays Portal and/or add a Benji Pays iframe to CloudRadial

have a variable for the customer name and not just company name. It looks better when you say Hi Mary instead of Hi ABC Inc..

Whenever the payment status of an invoice changes in Benjipays, it should sync to HaloPSA. Currently payment status only sync's with quickbooks. We're using quickbooks desktop and the payment status doesn't sync to halo.

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.

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.