Benji Pays feature requests

The plan here is to bring the new payment modal concepts from our Self Serve customer portal into the main application, allowing for a single stop to select 1 or more invoices, enter the amounts (if not paying the full amounts) and add a new payment method all at once.

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

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.

Show invoice statistics visually in the dashboard. Particularly past due invoice counts and total amount, for example.

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.

Although user can enable MFA, there is no option for a company Admin to enforce MFA on all users, this should be added.

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.

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.

It would be great to have the ability to set diffrent surcharge amount per customer or per card type. For example Amex card charge different surcharge then others As of now there is only one set amount across the board. Having the flexibility to change it either per customer or per card type etc would be very beneficial

This feature exists for Halo PSA and Autotask already. If on, Benji Pays attempts to retrieve the invoice PDF from the PSA, optionally falling aback to the accounting systems PDF if we are unable to find the invoice in the PSA.

This would be easier for merchants to bulk send invoices and allow the merchant to override the current default gateway setting. Irene- Oxford

Please add detail as to fees charged in each transaction and also surcharge amounts. More detail please.

Add the ability to send Pay Now and email reminders via SMS

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)

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