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 A8
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 M8
Email CC/BCC for payment requests
Ability to set global Email CC/BCC for payment requests
Ben0
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 Crandall11
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
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
Show credit memos
Show Credit memos from the accounting system in the main Merchant Portal and the Customer Portal
Adam Crandall3
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
Automatically send new customer a welcome email to the portal
would be nice if there was a global setting to automatically send this template when a new user is added with portal access
Kenny G0
White Label, Remove "Powered by BenjiPays"
White labeling Benji Pays allows MSPs to strengthen their brand by offering payment automation under their own name, and not marketing for BenjiPays. This can create a seamless and trusted client experience and not further question around who is Benji and can I also trust them with my information. Further, not disclosing our business patterners may help reduce targeted attacks.
Mike M4
Add the ability to select classes for surcharge journal entries in QuickBooks
Add the ability to select classes for surcharge journal entries in QuickBooks
Avery Davidow0
Add Limited User Access / Payment-Only Role
Ability to restrict user access so that certain users can only process payments without viewing sensitive account or financial information. Current Behavior: At the moment, there are only two permission options available: Manage Customer ProfilesManual Transaction Processing (Requires Manage Customer Profiles) (Includes βView Reportsβ) Because βManual Transaction Processingβ includes βView Reports,β users with this permission can currently see the home dashboard, including outstanding and overdue invoice totals, which may not be appropriate for all roles. Requested Enhancement: Add a βPayment-Onlyβ permission level (or equivalent custom access control) that allows a user to: Access a customer profile Select an invoice Take a payment β¦but not view reports, dashboards, or financial summaries.
Gabriel W0
Add Card Type Column
It would be helpful to have an additional column in this view that displays the card type (e.g., Visa, MasterCard, Amex).
Phoenix H0
QuickBooks Desktop line item description line breaks
Line breaks would be beneficial when invoices are created in QB but then moved to BenjiPays the formatting does not translate and ends up being a paragraph of information instead of nicely structured.
Allison B1