Benji Pays feature requests

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

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

have the option to split the payment automatically by the number of installment dates. This would help avoid someone having to go manually calculate each installment.

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.

We would like to be able to see the last login time for our end-customers. Ideally it should be showing per login we enable for an end customer. This would allow us to verify if a client has been successful in logging in, when the last time they logged in etc. The best place for it is either on the customer landing page as a - format after the portal enabled login or in the settings screen for the customer where you enable portal logins. The timestamp for login should be localized to the user on our side that is logging in.

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.

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

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.

Add ability to have a hyperlink to our website in the body of the email templates. For our signature.

it would be nice instead of only having the option to type in days overdue to just put "send every xx days"

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.

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.

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.

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

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