Benji Pays feature requests

We'd like to be able to have the web connector installed on more than 1 computer that runs our company file. This is possible with our old provider.

We would love to have BenjiPays have an option to update the Invoice Sent date in Halo so we don't have to toggle between Halo and BenjiPays to see if a customer was emailed their invoice! This would save a lot of thrashing.

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.

White labeling Benji Pays allows MSPs to strengthen their brand by offering payment automation under their own name, and not marketing for BenjiPays. This can create a seamless and trusted client experience and not further question around who is Benji and can I also trust them with my information. Further, not disclosing our business patterners may help reduce targeted attacks.

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.

It would be great to have the ability to set diffrent surcharge amount per customer or per card type. For example Amex card charge different surcharge then others As of now there is only one set amount across the board. Having the flexibility to change it either per customer or per card type etc would be very beneficial

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

Whenever the payment status of an invoice changes in Benjipays, it should sync to HaloPSA. Currently payment status only sync's with quickbooks. We're using quickbooks desktop and the payment status doesn't sync to halo.

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.

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.

Allow a customer to visit the customer portal and make a payment for a quote which doesn't have an invoice created yet using a saved payment method

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.

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.

On the login page for the portal, we can customize the logo and the brand colour and that is it. It would be nice to be able to customize the Login message. Right now, the login message says: WELCOME Log in to Benji Pays to continue to the Customer Portal It would be nice to be able to customize BOTH messages, the "Header" and the "Body" of the login modal/window.