Benji Pays feature requests

In the customer portal there is the ability to schedule a payment; however there isn't in the main portal. Would be nice to have the option to do this for our clients. I know I get emails back on the regular that say, can you process this invoice on "x date"? And I have to do this manually on that day.

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

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.

Email a copy of credit memo's that are auto processed with the receipt and paid invoice

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

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

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"

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.

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

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.

Provide proactive opportunities for CSR / Sales teams to chat with Customers about upcoming expiry dates. Create a report or enable a notification that shows the Customers with expiring cards this week / month, next week / month etc. so they can be contacted in advance of failed / declined transactions.

We need to have the possibility to see when a user is deleted from the Admin portal. As for now, we can see in the notifications window user creation, admin rights promoted or removed, but not user deletion. This needs to be added for security follow up and tracking purpose.

Notification for deposit on the morning of the deposit for that day. Every other service we have does this automatically so we know when its coming into the account.