Benji Pays feature requests

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.

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.

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

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

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.

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.

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.

When an invoice is created in Halo, update the required properties of that invoice in Halo to add the payment URL so that the payment button appears in the customer portal. The payment button would go to an invoice payment page for that individual invoice.

It would be a valuable enhancement to include HTML formatting capabilities that support custom text colors. This feature would allow users to align text colors with their company's branding and visual identity, ensuring consistency and professionalism in communications. By enabling customization of text colors, businesses can better reflect their brand guidelines across documents such as invoices, emails, and notifications.

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

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.

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"

Although user can enable MFA, there is no option for a company Admin to enforce MFA on all users, this should be added.

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