Benji Pays feature requests

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

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

For event bookings, we would like to take a hold on a CC rather than charging them.

We would like to incentivize clients to pay us via ACH rather than by mailing a check so we would like to offer them a discount or negative surcharge for paying via ACH.

Add Dynamics 365 Business Central to supported accounting systems.

Show the email message that sent to client? If an invoice declines or if we send them a message, we have a copy of the message sent.

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.

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.

Please add Dark Mode to save my eyes

I would like to see a search bar at the top of the dashboard where all the dead space is to the right of the Benji Pays logo. I want to be able to type in a customer name or invoice number and immediately be taken to the relevant area. It may seem like a small thing, but having to click on customers, which then expands a decent-sized side menu that takes up part of the screen space, only to have a search bar appear (in almost the exact space I think the one on the homepage should go), seems like a click too many and wasted screen space! You also cannot close the side menu pop-out after you go to the Customer page to recover screen space. Start with just searching customers, then add more functionality (think Quickbooks Online search functionality). If you require screenshots of what I mean, just let me know!

we use datagate for voip taxes and it generates invoices with extra content (like minutes uses, surcharges, etc). Currently you can show manage invoices and fall back to qbo, but if we could search for the invoice in datagate, then look in manage, then look in qbo with the priority being important, that would be fantastic. Right now it will show the invoice since it lives in manage but the details are lost.

Add the ability to mark a single invoice to not be visible in the customer portal

When DKIM entries are generated, add a button to email the CSV along with the instructions to the Company Email or logged in user email.

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.