Benji Pays feature requests

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.

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.

Add import and automation of Credit Card Settlement deposit reconciliation for Stripe Merchants

Having a pre-set option for Installment plans, like 3/6/9/12 months that we can setup as 'available' to all clients (or specific clients) w/o assigning to a particular invoice. Then on large one-time purchases if we want to give them options the customer could come into the portal and select from one of the options w/o us being involved.

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.

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.

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

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

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

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

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.

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