Benji Pays feature requests

have a variable for the customer name and not just company name. It looks better when you say Hi Mary instead of Hi ABC Inc..

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.

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

Add Dynamics 365 Business Central to supported accounting systems.

Please either 1) send e-mail receipts for auto-payment that include the client information (e.g., name & invoice number) or 2) include the client name and Invoice # to the downloadable receipts - or both.

MCP Server to leverage new API and provide tools and answers to AI agents.

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

Currently when an ACH payment is scheduled, a notification is sent to me as the account owner to alert me. Then, when the payment is successfully processed I receive another email of Payment Receipt. However, when a scheduled payment is denied for whatever reason (in our case, denial came because the total payment was above our initial ACH transaction limit), there is no notification that the payment wasn't completed successfully - we are required to monitor the transaction dashboard for any ACH denials that may occur. I am requesting an automated email to the account owner when an ACH payment is denied so that we can be aware immediately and follow up with the customer to reprocess.

After sending an invoice to a customer, There's a banner that shows the email was sent. However, instead of replacing the "send" button with a "close" button, Benjipays just adds the "close" button to the left side of the "send" button. I've mistakenly sent invoices twice due to this setup. Either the "send" button should be removed completely or it should be moved to the left and the "close" button should be on the right.

For our cloud based accounting system integrations, we query for all old invoices that are not open (invocies paid prior to connecting with Benji Pays). This is easy for the connected systems and we do it on demand as required for a number of reasons: Reduce unnecessary storage of merchant data - we only store it once it's accessed Reduce initial sync time when first connecting to Benji Pays. For QuickBooks Desktop, we can't do this on the fly, but we could create a manual step to tell the system to sync all old invoices or all invoices from a certain data, or all invoices for selected customers on the next sync.

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

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.

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.

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