Benji Pays feature requests

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.

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

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

have a variable for the customer name and not just company name. It looks better when you say Hi Mary instead of Hi ABC Inc..

Allow payment request to be sent to customer to pay the deposit invoice themselves

Allow for the e-mail template field for customer name to be the first name only

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, 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.

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

The link at the bottom of the emails is hard to see and it is unclear if it should be clicked or not. Let's add a button for the customer portal to these emails.

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"

It is useful because it will save us from merchants constantly asking us how to put the URL in an email and what information the email should include. It will keep the information on the customer portal accurate and consistent for all customers which will eliminate merchants misinforming their customers about the features of the Customer Portal. https://www.loom.com/share/5c6e0c5349074842a126d19c77ff16a6

It would be great to have the ability to set diffrent surcharge amount per customer or per card type. For example Amex card charge different surcharge then others As of now there is only one set amount across the board. Having the flexibility to change it either per customer or per card type etc would be very beneficial