SECTION I:  Product Overview

  • Invoicing: Yes
  • Recurring Billing: Yes
  • Payment Pages: Yes 
  • Scheduled Payments: Yes
  • Send automated reminder to customers for payment: No
  • ACH: Yes, via ACH.com
  • QR Code Payments: No
  • Number of users & cost per user: Unlimited users can be added at no cost
  • Role based permission settings: Yes, but very limited permissions. Permissions/restrictions include days and times when employees can access the portal, max sale payment limits, and max refund payment options.  
  • Card authorization with card vaulting: Yes
  • B2B capabilities: Yes
  • Text to pay: Yes, feature is available with invoicing
  • Inventory: Yes, via the MX Retail app in the Apps section (cost associated)
  • Vault multiple payment methods per customer: Yes, up to 10 cards. ACH information can be vaulted also
  • Create new customer records upon completing a payment: No
  • Fraud controls: Yes
  • Customizable receipts: Yes
  • Methods of payment acceptance: Cash, credit/debit, ACH, and checks
  • Supported pricing models: Interchange Plus. Surcharging, cash discounting, and dual pricing can be accommodated when the merchant enables "MX Advantage" in the Apps section of the portal. 
  • Multi-location reporting: Yes


SECTION II: Hardware and Technology

  • Mobile app companion: Yes, MX Merchant Express which is available in the App Store & Google Play
  • Works with Bluetooth card reader: Yes, it pairs with the MX Merchant C3X Bluetooth contactless reader
  • Tap to pay: Yes, it supports NFC-based contactless payments, including Apple Pay and Google Pay, directly through the phone's NFC capability after switching to "tap" mode in the app.
  • Optional payment devices: Both Valor and Dejavoo
  • Compatible software: Both QuickBooks and NetSuite via the Apps section of the portal. (costs associated) 


SECTION IV: Resources

  • YouTube video(s): Scott will do a screen recording with overview
  • MX Merchant website: MX Merchant Overview Page
  • MX Merchant Flyer: While the current flyer in Navigo highlights MX Merchant very well, the flyer link itself is housed in the PayCompass Google Drive. Should we use this link or is there a better document repository that we should be using for Freshdesk? 
  • Quick Reference Guide: MX Merchant QRG Page