Benji Pays feature requests

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.

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.

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

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"

would be nice if there was a global setting to automatically send this template when a new user is added with portal access

it would be nice instead of only having the option to type in days overdue to just put "send every xx days"

have the option to split the payment automatically by the number of installment dates. This would help avoid someone having to go manually calculate each installment.

Add templates for receipts and also allow configurable personalized messages to be typed in and included on the receipt sent for payments manually processed through Benji Pays

When a bank chargeback occurs, the payment profile should be automatically disabled to prevent additional attempted charges via auto-processing.

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

There are certain pieces of information that we would like to include in certain email templates but are limited to the tokens made available to us. Also, depending on the template we choose, not all tokens can be used, only those presented to us. Provide us with the ability to create our own tokens using Benji's elements and allow us to apply them on any template we choose.

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

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.

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

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.