Merchants are requesting the ability to delete customer records - It is our understanding that we cannot delete a customer record because that record ties to invoice/payment records.
However merchants are saying that this way of handling causes clutter on their end and they
do not want to keep a long list of customers that they know they will never use again.
To accommodate both sides we are requesting the option to hide the customer record from the merchant side (UI) if they choose to "delete" a customer record. The data would not be removed from the back end, therefore still making the data accessible to the invoice/payment grid.
We are happy to announce that you can now set your customers as inactive!
When you log into MX Merchant you will see a new column has been added to the customer list called "Status" this will tell you if the customer is active or inactive. All customers are defaulted to Active. However, you can change a customer to an inactive status by clicking on the customer name from the list view, then click the blue edit in the upper right and switch the toggle for Active to Inactive. Screenshots have been provided for additional assistance and reference.
We don't want you missing any payments that are owed to you, so prior to letting you change a customer to an inactive status we ask that you close out any recurring contracts and make sure invoices are paid or canceled.
The status option has also been added to the filter so when you click on the filter you will see the status option with Active and Inactive as options. When nothing is checked it means it will show you all customers when one is checked it will only filter on the one selected. To only see active customers in the list you can select Active in the filter then click save as default option.
We hope you enjoy this new update and keep checking back for more!