MX Merchant Ideas

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Ability to copy invoices and recurring plans

When I bill a customer could you have there email address auto populate like in MX4. 

Can you make an option to save a product like in MX4 so I don't have to re-type it all the time.

Could you make an option to copy invoices and reoccurring invoices like in MX4

  • Guest
  • Jan 10 2017
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  • Admin
    Allie Klarman commented
    February 01, 2017 15:45

    Thank you for your feedback! 

    Great news, some of your requests already exist in the new MX Merchant today!

    Auto-populate email address:

    To have an email address auto populate for a customer, simply indicate the primary contact and it will be auto-populated for you on invoices, recurring plans, and orders. To set a contact as primary, simply locate the customer on the customer screen, click on the contacts tab, click on the contact you want to set to primary and select yes then save. If there is only one contact it will already be set to primary so you don't have to do this. 

    Saving a product: 

    Products are available by downloading the MX Retail app from the app store found on the left-hand menu within MX Merchant ( once this app has been installed you can access all of your products, save and edit them too. Now when you go to add a line item on invoices you can create a one off or select from your products you have already created.

    I have attached some screenshots to help explain where both of these can be found within MX Merchant.

    Unfortunately, we do not yet have the option to copy invoices and recurring plans as we did in MX4. So I have renamed your request for this functionality so you will get updated once this is complete.

    Thank you for using MX Merchant and we look forward to your continued feedback!