Installment Plans Available
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.
Ben F0
Allow customers to connect their bank accounts by authenticating with their online banking
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.
Adam Crandall5
Stripe Settlement Deposit Automation
Add import and automation of Credit Card Settlement deposit reconciliation for Stripe Merchants
Adam Crandall0
Clear search results in invoices for faster navigation
Carmel Y0
Display whether customer has opened the invoice sent from Benji Pays
This is a feature on QBO that is really nice, where we can see if the customer has opened, and viewed the invoice.
Alex von h10
Automatically email customers for updated card when old one expires or is declined permanently
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.
Bill A7
Late fee automation
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
Adam Crandall10
Option to send Declined or Transaction Failed emails to clients
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.
Timothy M7
Customer portal (Impersonate as user)
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.
Rami2
For Bambora ACH / EFT - create the settlement deposit transaction in the accounting system
Once the bambora batch has settled, create the final deposit transaction in the accounting system to aid with reconciliation.
Baruch B3
Different auto-pay payment profiles for different invoice types within an account
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.
Avery Davidow2
Show credit memos
Show Credit memos from the accounting system in the main Merchant Portal and the Customer Portal
Adam Crandall2
Add Dark Mode
Please add Dark Mode to save my eyes
Kahle P12
Ability to add a "friendly name" for a payment profile
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"
Rivka C1
Update address in accounting system when customer updates their address on customer portal
Currently we send a notification to the merchant, however, for our cloud accounting systems we could have this auto update the accounting system with the new information.
Adam Crandall4