Benji Pays feature requests

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.

Right now, the only way to send an account summary is to search for the customer on the Customers page, select the checkbox, and then send the email from the batch action menu. Please add the account summary email to the Actions dropdown on the customer page. We often have customers request a summary, and we have to check open invoices and other information before sending it. This adds several extra steps for us to have to close out the customer page and go out and search for them again just to send an account summary.

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

Please add Dark Mode to save my eyes

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.

Wed love to see more configurable rules per Customer and per invoice. For instance, in Booster, we can specify PER client any of the following variables AND have multiple Rules with different Variables. Contract Type - Pulled from PSA Auto Pay on DATE - Invoice date, x days after invoice Date Invoice Amount - Can auto pay any invoice over or under specific amounts Payment Method - Differerent payment methods can be used per rule

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"

Integrate with CloudRadial for SSO from the Cloud Radial portal to the Benji Pays Portal and/or add a Benji Pays iframe to CloudRadial

Currently, BenjiPays has the option for forcing customers to save their payment method on file and not being able to opt out. I like this functionality, but it would be nice if it went one step further where certain customers could individually be opted out of that even if the feature is on (rather than on each individual invoice, manually, as it is done now). This would allow customers with special cases to be opted out all the time while still leaving it on for the bulk of the customers.

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.

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.

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.