Benji Pays feature requests

Add ability to use hosted ConnectWise api url.

This would be useful so customers have the ability to choose which card is used for Auto Processing within their customer portal, without the ability of disabling all cards. If the customer is setup for Auto Processing, I don't want them to have the option to disable all cards and not pay their invoice.

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

Provide a way to have end customers log into the Benji Pays self serve customer portal either by using their Halo credentials against the Halo IDP, or via a custom integration that would allow Benji Pays to securely verify the user and log them into their Benji Pays portal.

It would be great if payments scheduled by customers would show as "scheduled" instead of "skipped". "Skipped" looks like we made the change to skip the invoice instead of a customer choosing to schedule the payment.

Merchant request to have the Customer Portal token in email templates to display as the word "Customer Portal" in the template and not as a link as shown in the pic attached

To increase security and reduce the chances of card testing we will add recaptcha to all payment pages that do not required a login. Default will be Googles invisible captcha that analyzes behaviour and requires user's input if it deems the session is riskyAn option to enhance recaptcha coverage will be available to all of our merchants to add the "I'm not a robot" checkbox recaptcha instead of the default invisible recaptcha.

Ability to create a custom invoice template using a wysiwyg interface.

Allow a vanity / custom URL (eg. pay.example.com) to be used for the customer portal. This requires updates to authentication and other security controls in the customer portal application to ensure security is maintained and avoid the potential for phishing etc.

This is a feature on QBO that is really nice, where we can see if the customer has opened, and viewed the invoice.

The plan here is to bring the new payment modal concepts from our Self Serve customer portal into the main application, allowing for a single stop to select 1 or more invoices, enter the amounts (if not paying the full amounts) and add a new payment method all at once.

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.

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.

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.