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.

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.

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 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.

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

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

I would like to request a new feature that allows customer language preferences to synchronize between QuickBooks and BenjiPays.

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.

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

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.

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"

I would like to see payment transaction history imported in from QuickBooks Online, this will allow end users to see payment details on transactions processed outside BenjiPays such as cheque payments.