Benji Pays feature requests

Feature requests for BenjiPays.com

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  1. Display whether customer has opened the invoice sent from Benji Pays

    This is a feature on QBO that is really nice, where we can see if the customer has opened, and viewed the invoice.

    Alex von h

    9

  2. Automatically email customers for updated card when old one expires or is declined permanently

    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.

    Bill A

    7

  3. Option to send Declined or Transaction Failed emails to clients

    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.

    Timothy M

    5

  4. Allow customers to connect their bank accounts by authenticating with their online banking

    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.

    Adam Crandall

    5

  5. Quoter Integration

    Integration with Quoter.com. Step 1 allow integrated payments for accepted quotes Deeper integrations down the line to potentially surface Benji Pays data in Quoter, and Quoter data in Benji Pays, including the Customer portal? Anything else?

    Adam Crandall

    5

  6. Add option to send reminder every X days

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

    Mitch R

    1

  7. Automated invoice for the return fee on ACH

    When an ACH transaction fails due to insufficient funds, the merchant incurs a return fee. It would be beneficial to have the option to pass this fee on to the customerβ€”similar to how a surcharge is applied.

    Amit B

    0

  8. Late fee automation

    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

    Adam Crandall

    9

  9. Customer portal (Impersonate as user)

    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.

    Rami

    2

  10. For Bambora ACH / EFT - create the settlement deposit transaction in the accounting system

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

    Baruch B

    2

  11. Different auto-pay payment profiles for different invoice types within an account

    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.

    Avery Davidow

    2

  12. Show credit memos

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

    Adam Crandall

    2

  13. Add Dark Mode

    Please add Dark Mode to save my eyes

    Kahle P

    12

  14. Ability to add a "friendly name" for a payment profile

    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"

    Rivka C

    1

  15. Update address in accounting system when customer updates their address on customer portal

    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.

    Adam Crandall

    4