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.

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.

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

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..

Allow payment request to be sent to customer to pay the deposit invoice themselves

Allow for the e-mail template field for customer name to be the first name only

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.

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

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

The link at the bottom of the emails is hard to see and it is unclear if it should be clicked or not. Let's add a button for the customer portal to these emails.

It would be nice to add a surcharge to a customer profile instead of having it on and having to switch it off for every customer we wish not to charge a surcharge to. Still using QBO to send out invoices with the Benji link, there is a higher chance of the AR staff sending out invoices with a surcharge in an accident.

Template tokens to be transferrable/usable across all templates. For example the invoice number token, is only usable on the manual templates.

It would be nice that if a customer came in & paid an invoice with cash or sent a Bank Transfer, E-Transfer or any other payment, there was a button to mark the invoice paid & how it was paid