Set up invoice terms, delivery preferences, and recurring billing plans in MX™ Merchant to streamline payments and automate customer invoicing.

Overview

This guide explains how to view and configure your Invoice and Recurring settings in MX™ Merchant. You’ll learn how to set default invoice terms, delivery methods, and payment options, as well as how to create and manage recurring billing plans. Properly adjusting these settings ensures smooth, automated invoicing and consistent communication with your customers.

Prerequisites

• You must have an Admin, Sub-Admin or Supervisor role.

Viewing you Invoice Settings

Once you click Invoices, you will find two tabs, which can be used for modifying different settings. Invoice and Recurring.

To view your invoice settings:

1. Click Settings on MX™ Merchant's left-side menu.
2. Click Invoices in the Settings menu. You'll find the two following tiles. You can learn more about each one below:

• Invoice
• Recurring

Types of Invoice Settings

Invoice

After clicking the Invoice tab, you will be presented with the following options:

• Default terms - Time lapse within which the customer can pay for the invoice: Upon receipt, Net 15, Net 30, Net 60, or Net 90.
• External Invoice Reference Number - Indicates whether MX Merchant allows the entry of custom external invoice reference numbers in invoices. Learn more in the Invoices portal guide.
• Sending Invoice - Options for sending the invoice.
• Provide a link on invoice for customer to make payment - Yes or No.
• Accepted Tender Types
• Card - Yes or No.
• Invoice Delivery Options
• Send Email - Yes or No.
• Send SMS Text Message - Yes or No.
• Reminder Notifications - Number of days before and after the due date when the invoice should be sent. Type in the number of days prior to the due date and days after payment due date respectively.

Recurring

After clicking the Recurring tab, you will be presented with the following options:

• Decline Messages - If a decline occurs on a recurring plan, notify the customer: Yes or No.
• Send Customer Authorization -Yes or No.
• Schedule Defaults - Once, Weekly, Monthly or Yearly.
• Recurring Plans - See more in the Plans section.

Plans

Here, you can create and manage your recurring plans. To create a new recurring plan:

1. Click + Add Plan.
2. Fill in the following information:

• Plan Name - Customizable name for the recurring payment plan.

• Items - Items to be included in the recurring plan. You may click + Add Item to add a new one.

• Product - Name of the product.

• Description - Brief description of the product.

• Quantity - Number of units included.

• Price - Retail price of the product

• Further details are added by pressing the arrow button to the left of Product.

• Tax - Add one of these tax options:

• Discount - Select one of these discount options:

• Memo - Information to bear in mind when giving access to the plan.
• Schedule - Frequency in which the plan can be offered: Once, Weekly, Monthly or Yearly.

3. Save and Start.

4. If you need to edit a recurring plan, click the name of the plan (in blue). It will show you options similar to those in step 2.

Additional Resources

Videos

• MX Invoice - Creating an Invoice: Instruction Video