MX Merchant Ideas

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4 Vote

improve ACH reporting in customer profiles

if an ACH payment is returned you can find the information on the ACH report, but it would be nice for the return status to also appear in the customer's profile in some way (assuming it was created beforehand)

Created 15 Mar 10:04pm by Guest

MX Merchant / Customers

6 Planned
25 Vote

Notifying us if the Customer Name already exists

This would avoid adding a Customer twice. If a patient hasn't been in for a while we may not check and then there are two accounts for the same name. It can get confusing when we look at History or which Account to use

Created 22 Feb 07:04pm by Guest

MX Merchant / Customers

16 Planned
39 Vote

Ability to edit a recurring contract.

I work for an Orthodontist and a contract can last up to 30 months. During the 30 months cards can expire, monthy payment amounts can change, etc. Need to be able to edit, not create an entirely new contract.

Created 21 Feb 07:45pm by Guest

MX Merchant / Invoicing / Recurring / Orders

32 Planned
1 Vote

Customer Custom Fields - Adding a Link

Please consider adding the custom field option of adding a LINK to the customer. This would enable outside data to be linked directly to the customer as needed.

Created 9 Feb 04:28pm by Guest

MX Merchant / Customers

16 Planned
14 Vote

Statements are non-intuitively located in MX Merchant

After searching through almost every item in the left-hand menu, I found where statements are located: Accounts-->Merchant Services-->Statements tab. Not a HUGE deal (thanks Donald), but just didn't strike me as the most obvious place to loc...

Created 8 Feb 11:56pm by Guest

MX Merchant / Reporting

9 Planned
4 Vote

Allow Digital Signatures captured on MX Express/MX Retail Transactions to copy over to receipts pulled from MXMercahnt.com

Digital Signatures that are captured on MX Express / MX Retail transactions should copy over to the receipts that are emailed and/or pulled from MXMerchant.com Please allow this feature as this is important to assist with Chargeback disputes and r...

Created 25 Jan 08:15pm by Michael Hodges

MX Merchant / Receipts

3 Planned
5 Vote

Session should "time out" after 10 min of idle/non-use

This way if someone forgets to log out or leaves their station nobody else can gain access.

Created 4 Jan 06:02pm by Guest

MX Merchant / Other

5 Planned
3 Vote

Instead of free form, add a calendar into custom date search

Free form does not always pick up on the correct date when entering date ranges for custom date search. Include a calendar, that will allow a date to be selected which formats it so it is recognized.

Created 3 Jan 05:22pm by Guest

MX Merchant / Batches

0 Planned
3 Vote

Quick Pay Receipt Detail

All the fields under Quick Pay advanced link should printout on the receipt. This makes identifying the transaction very easy. Right now only the Memo/Note field prints out. Memo / Note (limited to 100 characters) Customer Name Cust...

Created 19 Dec 12:03am by Guest

MX Merchant / Processing A Payment

11 Planned
1 Vote

Add a record of chargebacks to the History section for customers with recurring charges so that the history will reflect accurate records.

Having an accurate payment history is very necessary when dealing with customers and their records.

Created 15 Nov 04:11pm by Guest

MX Merchant / Invoicing / Recurring / Orders

3 Planned

MX Merchant Ideas

Your vote matters! Tell us what you think will make MX Merchant even better!

Also stay in the loop with what's going on through these awesome links:

Subscribe to Performance Status Alerts

Download the Retail App (iPad)

Download the Express App (iPhone or iPad)

Your vote matters! Tell us what you think will make MX Merchant even better!

Filter by status

Filter by category

improve ACH reporting in customer profiles

Notifying us if the Customer Name already exists

Ability to edit a recurring contract.

Customer Custom Fields - Adding a Link

Statements are non-intuitively located in MX Merchant

Allow Digital Signatures captured on MX Express/MX Retail Transactions to copy over to receipts pulled from MXMercahnt.com

Session should "time out" after 10 min of idle/non-use

Instead of free form, add a calendar into custom date search

Quick Pay Receipt Detail

Add a record of chargebacks to the History section for customers with recurring charges so that the history will reflect accurate records.

Filter by status

Filter by category

Identify yourself with your email address

improve ACH reporting in customer profiles

Notifying us if the Customer Name already exists

Ability to edit a recurring contract.

Customer Custom Fields - Adding a Link

Statements are non-intuitively located in MX Merchant

Allow Digital Signatures captured on MX Express/MX Retail Transactions to copy over to receipts pulled from MXMercahnt.com

Session should "time out" after 10 min of idle/non-use

Instead of free form, add a calendar into custom date search

Quick Pay Receipt Detail

Add a record of chargebacks to the History section for customers with recurring charges so that the history will reflect accurate records.