Benji Pays feature requests

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.

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.

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

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

A unique document or link at the customer level in the customer portal.

Currently we send a notification to the merchant, however, for our cloud accounting systems we could have this auto update the accounting system with the new information.

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.

would be nice if there was a global setting to automatically send this template when a new user is added with portal access

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

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.

Ability to restrict user access so that certain users can only process payments without viewing sensitive account or financial information. Current Behavior: At the moment, there are only two permission options available: Manage Customer ProfilesManual Transaction Processing (Requires Manage Customer Profiles) (Includes “View Reports”) Because “Manual Transaction Processing” includes “View Reports,” users with this permission can currently see the home dashboard, including outstanding and overdue invoice totals, which may not be appropriate for all roles. Requested Enhancement: Add a “Payment-Only” permission level (or equivalent custom access control) that allows a user to: Access a customer profile Select an invoice Take a payment …but not view reports, dashboards, or financial summaries.

Being able to pull a report of customers whose cards have expired to compare it to a report from Xero of customers with balances owing would help us identify which customers need to be contacted in a more timely manner and on a less individual basis. Currently the only way I know to check on the expiry date is to go into the individual customer's payment profile.

With all the credit card scams going on we need more secure payments which takes the responsibility off of the business owner in terms of chargebacks from scammed credit cards. When a customer pays by credit card all payments should go through 3d secure. This one feature can stop thousand of credit card scams. This woudl be great if Benji pays had 3d secure payments with Moneris

A card reader that syncs directly with Benjipays and enables easy surcharging and reconciling

We’re requesting the ability to include custom, industry-specific fields in the payment link or payment form. For example, we’d like to capture: Liquor license number Delivery instructions Other industry-specific details This would streamline onboarding by allowing customers to provide all required information at the time of payment.