Benji Pays feature requests

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.

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.

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.

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

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.

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.

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

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"

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

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.

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)

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.

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.