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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  • Ben Rousseau commented
    22 May, 2019 06:20pm

    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. 

  • Tim Parker commented
    27 Jan, 2019 05:26pm

    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.

  • Nick Bencivenga commented
    7 Nov, 2018 03:38pm

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

  • Jillian Rogers commented
    8 Oct, 2018 08:26pm

    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.

  • Mary Hall commented
    27 Jul, 2018 05:00pm

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

  • Nick Bencivenga commented
    26 Jun, 2018 03:16pm

    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!

  • Sherry Holub commented
    18 Jul, 2017 12:17am

    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.