Develop Email Template to Customers when Payment Processing Fails
When customers payment method fails (ie NSF, CC expired, etc), develop template to notify customer to update payment information.
Cannadrop0
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
Make Quoter quotes available in PDF in Portal
Aaron K0
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 Crandall13
Show credit memos
Show Credit memos from the accounting system in the main Merchant Portal and the Customer Portal
Adam Crandall5
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
Full Statement of Account including Payments
I don't see a way to send a customer a statement for the last X days showing all transactions. This would include unpaid invoices, paid invoices, and specific payments received. It's the type of thing a customer requests when they need to reconcile their accounting system to ours. Of course it would be nice if Invoice Rover could send this type of report monthly as well based on whether an account has had activity in X days or has an open balance.
Bill A1
Show end-customer last login time
We would like to be able to see the last login time for our end-customers. Ideally it should be showing per login we enable for an end customer. This would allow us to verify if a client has been successful in logging in, when the last time they logged in etc. The best place for it is either on the customer landing page as a - format after the portal enabled login or in the settings screen for the customer where you enable portal logins. The timestamp for login should be localized to the user on our side that is logging in.
Alex W1
New Restful API
New API that will cover most Benji Pays data structures and functionality
Adam Crandall3
Receipt Email Templates and configurable messages
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
Adam Crandall0
Disable payment profile after chargeback
When a bank chargeback occurs, the payment profile should be automatically disabled to prevent additional attempted charges via auto-processing.
Ben M1
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Cwhuysjg W0
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Cwhuysjg W0
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Mszazala C0
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Mszazala C0