Benji Pays feature requests

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

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

I don't see a way to send a customer a statement for the last X days showing all transactions. This would include unpaid invoices, paid invoices, and specific payments received. It's the type of thing a customer requests when they need to reconcile their accounting system to ours. Of course it would be nice if Invoice Rover could send this type of report monthly as well based on whether an account has had activity in X days or has an open balance.

We would like to be able to see the last login time for our end-customers. Ideally it should be showing per login we enable for an end customer. This would allow us to verify if a client has been successful in logging in, when the last time they logged in etc. The best place for it is either on the customer landing page as a - format after the portal enabled login or in the settings screen for the customer where you enable portal logins. The timestamp for login should be localized to the user on our side that is logging in.

When customers payment method fails (ie NSF, CC expired, etc), develop template to notify customer to update payment information.

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 when adding a credit card for a customer and they want that payment method used for hardware only, we could label it "hardware only"

New API that will cover most Benji Pays data structures and functionality

Its easier to reconcile with Totals Column

Currently to see how much money you will be getting paid out over the next few days you have to go into transaction reporting and run reports by day. Would be a simpler way to view on the Payout Reports to aggregate upcoming payouts for future days showing them as "Pending". We do a lot of ACH payments that take 4-5 days to clear, so knowing what is coming over the next days is super helpful.

Would be nice to have a setting to Enforcing Benji Pays MFA only for non-SSO users. Use case: Internal users use SSO, but inviting an external party (bookkeeper) does not... but we need them to have MFA on.

We need a dashboard view that shows the total amount of money expected in the next few days. This should pull transaction reports and sum the estimated settlement totals, grouped by date. We should also have access to this report via API so we can pull it into our other PSA tools.

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.