Benji Pays feature requests

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.

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.

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.

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.

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.

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.

The link at the bottom of the emails is hard to see and it is unclear if it should be clicked or not. Let's add a button for the customer portal to these emails.

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

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"

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

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.

Once the bambora batch has settled, create the final deposit transaction in the accounting system to aid with reconciliation.

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.

It is useful because it will save us from merchants constantly asking us how to put the URL in an email and what information the email should include. It will keep the information on the customer portal accurate and consistent for all customers which will eliminate merchants misinforming their customers about the features of the Customer Portal. https://www.loom.com/share/5c6e0c5349074842a126d19c77ff16a6