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.

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.

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.

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?

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

Hi Team If you could integrate to Payrix it would allow us Australians to use your product and action direct debits from Australian bank accounts https://www.payrix.com/au

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 customer—similar to how a surcharge is applied.

Hi Benji Pays team, I’d like to submit a request for support of Australian Direct Debit processing via the NPP/BECS framework, in addition to your current ACH offering. As it stands, ACH is not available in Australia, meaning that businesses like ours are unable to use Benji Pays for local bank-to-bank direct debit payments. This severely limits our ability to consolidate payment workflows within Benji Pays, and forces us to rely on third-party services like GoCardless, which introduces added complexity, cost, and disconnect from the unified billing and reconciliation benefits that Benji Pays is known for. Given the rising adoption of HaloPSA in the Australian market, and the fact that Benji Pays is one of the most trusted and integrated payment automation platforms for the MSP and PSA ecosystem, this is a key functionality gap that is likely costing you significant opportunity across the ANZ region. By supporting NPP/BECS for recurring direct debit processing, Benji Pays would: 1). Open up full functionality for Australian businesses wanting to centralise payments under one platform. 2). Attract MSPs and service providers looking to streamline billing in HaloPSA without needing third-party payment tools. 3). Gain a competitive edge against local alternatives that already support AU direct debit but lack your deep PSA integrations. This would be a strategic enhancement that not only addresses a clear technical limitation, but also significantly improves your product-market fit in a fast-growing region. Looking forward to your thoughts on this, and I’d be happy to discuss use cases or test functionality if you're exploring a beta! Cheers!

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

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.

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

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

Please add Dark Mode to save my eyes