Checkout API Ideas
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138
Vote
Put stmts on dashboard
less clicks
Created 06 Nov 13:47 by Guest
Dashboard
227
Planned
73
Vote
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 com...
Created 03 May 21:14 by Guest
Invoicing / Recurring / Orders
34
Planned
38
Vote
Ability to edit a recurring contract.
I work for an Orthodontist and a contract can last up to 30 months. During the 30 months cards can expire, monthy payment amounts can change, etc. Need to be able to edit, not create an entirely new contract.
Created 21 Feb 19:45 by Guest
Invoicing / Recurring / Orders
32
Planned
38
Vote
control what team members such as clerks can view!
It would make me feel more comfortable if my team members did not see everysingle transaction made. As of right now I feel like I cant have my clerks sign in. Because I dont feel comfortable with them being able to see my reports.
Created 04 May 23:00 by Guest
Settings
21
Planned
25
Vote
Notifying us if the Customer Name already exists
This would avoid adding a Customer twice. If a patient hasn't been in for a while we may not check and then there are two accounts for the same name. It can get confusing when we look at History or which Account to use
Created 22 Feb 19:04 by Guest
Customers
16
Planned
25
Vote
Add "Bill Now" button to recurring contracts
Rather than placing contracts into the queue if they need to run when initially created, the Merchant could use a Bill Now toggle to immediately bill the customer so there would be no wait time between the contract creation and the billing, thus a...
Created 02 May 16:12 by Guest
Invoicing / Recurring / Orders
22
Planned
14
Vote
Statements are non-intuitively located in MX Merchant
After searching through almost every item in the left-hand menu, I found where statements are located: Accounts-->Merchant Services-->Statements tab. Not a HUGE deal (thanks Donald), but just didn't strike me as the most obvious place to loc...
Created 08 Feb 23:56 by Guest
Reporting
9
Planned
19
Vote
Allow customers to comment on receipts
The ability to add a comment to a receipt that is sent to a customer for better retention. like if a taxi company wants to know how the driver did so they can get a email saying a customer left a comment on sent receipt. I know square has a pretty...
Created 26 Oct 12:29 by Guest
Receipts
10
Planned
19
Vote
Ability to add custom fields to Invoices
The specific reason: merchants want to add tracking numbers and not place them in the memo field. Thanks
Created 19 Oct 21:15 by Guest
Invoicing / Recurring / Orders
34
Planned
17
Vote
GIVE MERCHANTS THE ABILITY TO RESPOND TO CHARGEBACKS OR RETREIVALS
Please add link that provides the chargeback or retrieval request letter. This site should more importantly allow merchants to respond to chargebacks or retrieval requests. prior to "upgrading" our terminals, I was also to respond to all disputes ...
Created 13 Jul 14:12 by Guest
Notifications
7
Planned
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