MX Merchant Ideas

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143 Vote

Put stmts on dashboard

less clicks

Created 06 Nov 13:47 by Guest

MX Merchant / Dashboard

228 Planned
73 Vote

Customization for emailed Invoice

The Invoice option needs to have the ability for some customization. Currently there is none and it just looks like a spam email. There should be a way to add a personal note and a custom signature that includes the contact information for the com...

Created 03 May 21:14 by Guest

MX Merchant / Invoicing / Recurring / Orders

34 Planned
22 Vote

Duplicate customer notification

if customer already exists, while attempting to create it again, have a pop up telling that the customer name already exists, to avoid duplicate names. Submitted by TomG on behalf of Client NCCPG

Created 28 Mar 18:26 by Guest

MX Merchant / Customers

14
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 19:45 by Guest

MX Merchant / Invoicing / Recurring / Orders

32 Planned
17 Vote

mx advantage reporting in "payments" and "reporting"

For MX advantage merchants it is essential that we list the base amount, non-cash adj amount, and the total amount. Right now MX only lists the total amount and the non-cash adj fee amount. Can we please add a line item in the customized grid for ...

Created 25 Apr 17:44 by Guest

MX Merchant / Payment Detail

15
16 Vote

Mx Advantage reporting

For MX advantage merchants it is essential that we add additional reporting for these merchants that gives them more information on each transaction. They need to see the base amount, the non cash adj amount, and the total amount so that they can ...

Created 25 Apr 17:46 by Guest

MX Merchant / Reporting

14 Won't Do
38 Vote

control what team members such as clerks can view!

It would make me feel more comfortable if my team members did not see everysingle transaction made. As of right now I feel like I cant have my clerks sign in. Because I dont feel comfortable with them being able to see my reports.

Created 04 May 23:00 by Guest

MX Merchant / Settings

21 Planned
29 Vote

FIX CHARGEBACK REPORT SO IT UPDATES STATUS

The chargeback report does not update the status of each chargeback so you don't know if you won or lost the dispute. This makes it impossible to do your company's accounting for each customer account. If you don't know the status of each chargeba...

Created 29 Dec 21:38 by Guest

MX Merchant / Reporting

20
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 19:04 by Guest

MX Merchant / Customers

16 Planned
11 Vote

Mx Advantage Reporting - Amount without the non-cash adjustment

Hi team, Can we please add a key line item in the customized grid of the paymetns tab? The key thing missing is that merchants cannot easily review transactions WITHOUT the non-cash adjustment. Right now it just shows the the Amount (total amount)...

Created 22 Apr 21:05 by Guest

MX Merchant / Payment Detail

16 Won't Do