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

For invoice rover notifications, allow the use of the {{invoicenumber}} token in subject.

Refunds and voids fail when a customer is no longer active. Payments fail for sub customers if the parent is still active but the sub customer is no longer active for quickbooks online and quickbooks desktop

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.

Currently if there is more than one new invoice created for a customer around the same time, Invoice Rover sends these in a single email to the customer to keep the number of emails down. Merchant's would like the option to have each invoice always be sent with a single email, allowing them to better use the {{invoicenumber}} token in subject lines and email bodies for new invoice notifications.

Currently sub customers get their own emails from Invoice Rover, however it would be helpful if they were grouped and sent to the parent customer optionally.

When processing a payment with a Moneris Gateway, Benji Pays currently performs a card verification prior to processing the payment. If possible, we would like to change it as follows: If saving the card for the future - perform the card verification as this is required to ensure the CVD and expiry date are verified before saving the card to the Moneris Vault.If not saving the card, instead of performing a card verification transaction, send the expiry and CVD info with the vaulted purchase transaction. The reason is that some issues do not accept verification transactions. Also provide merchants the ability to bypass the verification when adding cards and processing payments within the merchant portal.

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.

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, 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.

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.

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

Allow a customer to visit the customer portal and make a payment for a quote which doesn't have an invoice created yet using a saved payment method

I would like to see payment transaction history imported in from QuickBooks Online, this will allow end users to see payment details on transactions processed outside BenjiPays such as cheque payments.