MX Merchant Ideas

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138 Vote

Put stmts on dashboard

less clicks

Created 06 Nov 13:47 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 03 May 21:14 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 19:45 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 04 May 23:00 by Guest

MX Merchant / Settings

21 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 19:04 by Guest

MX Merchant / Customers

16 Planned
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 02 May 16:12 by Guest

MX Merchant / Invoicing / Recurring / Orders

22 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 08 Feb 23:56 by Guest

MX Merchant / Reporting

9 Planned
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 12:29 by Brandon Kucia

MX Merchant / Receipts

10 Planned
19 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

34 Planned
17 Vote

GIVE MERCHANTS THE ABILITY TO RESPOND TO CHARGEBACKS OR RETREIVALS

Please add link that provides the chargeback or retrieval request letter. This site should more importantly allow merchants to respond to chargebacks or retrieval requests. prior to "upgrading" our terminals, I was also to respond to all disputes ...

Created 13 Jul 14:12 by Guest

MX Merchant / Notifications

7 Planned