MX Merchant Ideas

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Customer Name

Sometimes we see a transaction on our bank statement or in our MX Merchant statement for which we cannot identify the source of the funds (which of our thousands of customers paid us) yet we need to know this in order to apply the payment to a transaction in our accounting software. It would be nice if we could drill down on a transaction to view the name of the cardholder so that we could match it with the entry in our accounting software. 

  • Tim Mrva
  • Nov 7 2018
  • Already exists
MX Merchant / Reporting
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  • Julie Welker commented
    04 Aug 23:02

    Can you just put the customers name on the transaction when submitting to the bank. Have it identified on the bank stmt.

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  • Discoverypoint School of Massage commented
    June 13, 2023 20:45

    This is marked as "already exists," which is partially true. "Customer name" shows up in the "Payments" view, but it does NOT show up in monthly Statements. This is where we need it.

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  • Guest commented
    February 22, 2021 07:17

    Cooking For Engineers

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