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.

Users can submit a ticket about billing questions, versus jumping into another app to do so.

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.

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)

Provide a way to have end customers log into the Benji Pays self serve customer portal either by using their Halo credentials against the Halo IDP, or via a custom integration that would allow Benji Pays to securely verify the user and log them into their Benji Pays portal.

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.

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

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

Ability to email out of benji pays a statement of account to a 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.

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.

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

Allow our Merchant partners' cusotmers to log into their customer portal with their Microsoft or Google accounts as well as the option for the One Time use Passwords.

Add customer name and invoice number to receipt email when that data is available Initial receipt send, re-send receipts, deposits, refunds etc.

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"