Benji Pays feature requests

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

Although user can enable MFA, there is no option for a company Admin to enforce MFA on all users, this should be added.

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

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.

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.

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.

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

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.

Some accounts seem confused when it is just the invoice number.

Add functionality to display a running balance for deposits or retainers as they are used. This should allow users to: View both the total amount received and the remaining balance after each application. Optionally include this balance in customer-facing statements or reports.

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

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.