MX Merchant Ideas

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138 Vote

Put stmts on dashboard

less clicks

Created 6 Nov 01:47pm by Guest

MX Merchant / Dashboard

227 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 3 May 09:14pm by Guest

MX Merchant / Invoicing / Recurring / Orders

34 Planned
38 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
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 4 May 11:00pm 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 09:38pm by Guest

MX Merchant / Reporting

20
26 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 le...

Created 12 Jun 06:57pm by Barty Bryant

MX Merchant / Reporting

9
25 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 2 May 04:12pm by Guest

MX Merchant / Invoicing / Recurring / Orders

20 Planned
24 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
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 06:26pm by Guest

MX Merchant / Customers

14
19 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 12:29pm by Brandon Kucia

MX Merchant / Receipts

10 Planned