ChargeDesk for Payments MB Feature Matrix

This page provide an overview of the features ChargeDesk supports for Payments MB.

Common Agent Facing Features	Payments MB Support
Quickly view and manage your customer's entire billing history	Yes
Manage customers inside your helpdesk	Yes
Manage customers inside your backend admin system	Yes
Manage customers on any web page with our Chrome extension	Yes
Manage customers on your mobile device	Yes
Control access levels for support agents (e.g. set some agents to read-only)	Yes
Log every action performed for a support agent	Yes
Log reason codes for refunds and cancellations	Yes
View activity by other agents on a charge, subscription or customer	Yes

Common Customer Facing Features	Payments MB Support
Embed billing history on your site	Yes
Generate automatic billing support pages	Yes
Send customized email receipts	Yes
Attach PDF tax invoices to receipts	Yes
Show tax information based on your customer's country (VAT & GST compliant)	Yes
Allow customers to update their own invoice details (e.g. to add their Tax ID)	Yes
Notify customers for important events such as refunds or payment failures (dunning)	Yes

Common Admin Facing Features	Payments MB Support
Generate reports on agent activity, email delivery, tax summaries and more	Yes
Programmatically trigger actions or update data using the ChargeDesk API	Yes
Receive webhooks for events processed by ChargeDesk	Yes
Use our powerful admin system to configure almost every detail of your customer's and agent's experience using ChargeDesk	Yes

Charge Features	Payments MB Support
Refund Charges	Yes
Capture Charges
Edit Charge Record	Yes
Send Payment Requests Reminders	Yes
Manually Email Receipts & Notifications	Yes
Stop Collection on Unpaid Invoices
Retry Failed Charges
Change Product Price	Yes
Charge Transactions

Subscription Features	Payments MB Support
Cancel Subscriptions	Yes
Cancel Subscriptions (on Date)
Cancel Subscriptions Immediately (Terminate)
Refund Charges on Subscription Termination
Suspend/Pause Subscriptions
Reactivate Subscriptions
Automatically Reactivate Subscriptions
Apply Coupons to Subscription
Edit Subscription Plans
Prorate Subscription Changes
Apply Multiple Plans to Subscription
Invoice Subscription Changes Immediately
Edit Schedule
Set Subscriptions Start Date
Change Product Price	Yes
Apply Multiple Coupons at Once
Suspend Cycles
Edit Subscription Billing Period

Customer Features	Payments MB Support
Create a Charge on a Customer's Card	Yes
Authorize a Charge on a Customer's Card
Send Payment Requests
Edit Customer's Details	Yes
Sync Edits with Payment Gateway
Enter Card Details for Existing Customers
Apply Coupons to Customer
Add and Edit Customer Credit
Retry Customer's Failed Payments
Apply Multiple Coupons at Once

Product Features	Payments MB Support
Create New Products (Once-off)	Yes
Create New Products (Recurring)	Yes
Create Recurring Setup Amount
Charge Customer for a Product (Once-off)	Yes
Charge Customer for a Product (Recurring)	Yes
Charge Recurring Coupon
Charge Recurring Setup Amount
Charge One Off Edit Amount	Yes
Charge Recurring Edit Cycles	Yes
Charge Recurring Edit Amount	Yes

If you'd like any more information on how any of these features work, please contact us and we'd be happy to help!