Benji Pays feature requests

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

It would be great to have at the bottom of the customers home page, a bar chart that shows the total they have paid, and the total invoiced per month. They could view this when they log into their portal. It would be a great way for them to view their payment history compaired to invoiced amount.

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.

Please add Dark Mode to save my eyes

I don't see a way to send a customer a statement for the last X days showing all transactions. This would include unpaid invoices, paid invoices, and specific payments received. It's the type of thing a customer requests when they need to reconcile their accounting system to ours. Of course it would be nice if Invoice Rover could send this type of report monthly as well based on whether an account has had activity in X days or has an open balance.

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.

For example, set a limit of $1000 for auto processing an invoice.

Ability to assign default gateway at the customer level.

Ability to show the PO # next to Inv # and ability to search by it

Need to add the same payment link that goes on new invoices to invoice reminders so that clients don't have to search for the payment link in an earlier email.

The ability to customize the main dashboard or create new dashboards? In specific, how do I change the “We’ve saved you” box? How do I change the date range to this year and have the system remember it for the next time I load the page? See a list of all unpaid invoices?

On the statements that are emailed to our customers it would be so helpful if they could see a total amount owed. As of right now, the invoices are listed individually, but there's no total amount. This would help the customer to see at a glance how much they owe instead of having to add each one up individually.

We are not able to use autopay processing as we have to meet the amount threshold at invoice level. Secondly, these invoices are linked to same payment methods where some amounts can be auto processed and some are not. Two suggestions: (1) It would be good if we have the autopay information available alongside each invoice due for payment. (2) Secondly, if we could have an option to batch process (autopay) after selecting the invoices which we would like to process only.

I want to send new invoices emails to 2 people: X & Y, but I only want to send reminder emails to X only.