MX Merchant Ideas

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51 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 c...

Created 03 May 21:14 by Guest

MX Merchant / Invoicing / Recurring / Orders

11
48 Vote

Put stmts on dashboard

less clicks

Created 06 Nov 13:47 by Guest

MX Merchant / Dashboard

4 Planned
28 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 Gina Kesh

MX Merchant / Settings

5
17 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

1 Planned
17 Vote

Add "Bill Now" button to recurring contracts

Rather than placing contracts into the queue if they need to run when initially created, the Merchant could use a Bill Now toggle to immediately bill the customer so there would be no wait time between the contract creation and the billing, thus a...

Created 02 May 16:12 by Guest

MX Merchant / Invoicing / Recurring / Orders

4 Planned
16 Vote

Allow customers to comment on receipts

The ability to add a comment to a receipt that is sent to a customer for better retention. like if a taxi company wants to know how the driver did so they can get a email saying a customer left a comment on sent receipt. I know square has a pretty...

Created 26 Oct 12:29 by Brandon Kucia

MX Merchant / Receipts

0
15 Vote

Put a PFD of the letter the merchant gets for a chargeback online

On the page https://mxmerchant.com/mx6/reports/base/chargebacks where merchants can see their chargebacks, please add a link to a PDF of the letter that the merchant is sent concerning the chargeback. Some merchants have complained that (1) the l...

Created 12 Jun 18:57 by Barty Bryant

MX Merchant / Reporting

0
14 Vote

Ability to add custom fields to Invoices

The specific reason: merchants want to add tracking numbers and not place them in the memo field. Thanks

Created 19 Oct 21:15 by Guest

MX Merchant / Invoicing / Recurring / Orders

3
13 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

1 Planned
13 Vote

Have name of location or branch for multiple accounts displayed

when you have to toggle from one account to another, you don't know which account you are viewing . All the dash boards look the same other than data. There is no header on dash board to recognize an individual account.

Created 13 Dec 17:19 by Guest

MX Merchant / Reporting

1