MX Merchant Ideas

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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 company in a editable font so that customers know who it is from and that it is a legitimate email.

  • Guest
  • May 3 2017
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  • Sherry Holub commented
    July 18, 2017 00:17

    I definitely vote this up. The first day I started using this system this was one of the major things that stuck out to me. It's very impersonal to just send an invoice with nothing else - no intro or explanation just "HEY PAY US!". 

    We just switched merchant accounts and were previously using Zoho invoicing, MX Invoice has a long, long way to go. It's way too basic right now, so hopefully the programmers are listening and adding some of these things in to make a better product.

  • Nick Bencivenga commented
    June 26, 2018 15:16

    I am voting to push this up - I am REGULARLY asked by clients for this feature, and it's a glaring hole in the otherwise nice invoicing process. The invoice isn't clearly labeled, it looks like spam, and is VERY easy to miss. Most clients end up having to email the link to themselves, THEN craft a secondary email with the link included, lame!

  • Mary Hall commented
    July 27, 2018 17:00

    Need to be able to change subject (if desired), reference our own business management system Invoice #, and customize a greeting.  This is really important.  

  • Jillian Rogers commented
    October 08, 2018 20:26

    The ability to create a template would also be nice. My business sends an invoice for a deposit to a client's appointment. I end up typing the same thing over and over about 20x/day. I have a word document I use to copy and paste to the invoice for the long memo I type in there. Sure would be nice to save time and typing errors if I could just create my own template.

  • Nick Bencivenga commented
    November 07, 2018 15:38

    This needs to be addressed! Also being able to have a CUSTOM INVOICE NUMBER is huge.

  • Tim Parker commented
    27 Jan 17:26

    As someone coming to MX Merchant from Simplify Commerce I think this is reason enough to move to another card service. I only send invoices to clients I never handle card information. I was told by customer support that a update is coming soon. I keep thinking that I am missing something that this invoice cannot be all that is offered. Looks like spam. Other devices allow total customization. From invoice number to color options and adding your logo.

  • Ben Rousseau commented
    22 May 18:20

    We are a remodeling contractor. We want to use the Invoice feature, but it requires us to enter in a Qty. of products and includes a shipping address. We need this fields to be optional, so we can remove them from our invoicing layout.

    We will never be shipping 3 kitchens to a client, so at this point we cannot use the feature, as it doesn't represent our line of business.