Feature Requests

Stripe card processing rates vary significantly depending on where a client's card is issued, but Moxie's System Preferences only allows a single global Stripe fee % that applies to all invoices. Stripe's actual rates (for an Irish Stripe account) are: • EEA cards (e.g., Ireland, Spain): 1.5% – 1.9% + €0.25 • UK cards: 2.5% + €0.25 • International cards (e.g., US, Australia): 3.25% + €0.25 There is also a flat €0.25 per transaction that Moxie has no way to account for, since the setting is % only. Setting the global % too low means under-recovering fees from international clients. Setting it too high means overcharging EEA clients. There is no single % that works accurately across all card types. VAT on Stripe fees: For users not registered for VAT, Stripe charges 23% Irish VAT on top of their processing fees. This VAT applies to both the percentage component and the flat €0.25, making the true cost per transaction higher than the headline Stripe rate. For example, a US client payment doesn't cost 3.25% + €0.25 — it costs (3.25% + €0.25) × 1.23 = effectively ~4% when VAT is included. Current workaround: Manually changing the global % before each invoice, then reverting it — which is error-prone and easy to forget (and doesn’t account for the €0.25 so will never match the actual figure in Stripe). Requested feature: Allow the Stripe processing fee to be set at a more granular level, for example: Per client (on the client record). This would allow accurate fee pass-through for users with international clients, without under-recovering or overcharging on any invoice.

Current behavior: When forms are embedded in an agreement template with "Merge client data" toggled on, the form data only maps to client custom fields — not to opportunity custom fields or contact custom fields, even when the agreement is linked to an opportunity. According to Moxie support: "The agreement only works one way, there's nothing in the agreement flows that update opportunity data. So it's only agreement → client and not agreement → opportunity." The inconsistency: If I send a form directly to a client and it has fields mapped to client custom fields, contact custom fields, and/or opportunity custom fields, all three types of fields will be mapped when the client submits the form. But if I embed that exact same form in an agreement and send it to the client, only the client custom fields get mapped — contact custom fields and opportunity custom fields don't. This creates an inconsistent experience depending on how the form is delivered. The issue: Forms embedded in agreements often capture information that's project-specific, not client-specific. This information should map to opportunity custom fields, but currently can't. Example: I have a form embedded in an agreement that asks clients to confirm the pages they want on their website. The package includes 8 pages, and the form asks them to list the names of those 8 pages. This is project-specific information — it's not relevant to the client record overall, so I want it mapped to an opportunity custom field. At the moment, that's not possible. Current workaround: To capture this data in opportunity custom fields, you have to either not embed the form in the agreement and send it separately instead (which creates extra steps and a less seamless client experience), manually copy the information from the embedded form submission to the opportunity custom field, or only use client custom fields as mapping keys in embedded forms (even when the data is project-specific and doesn't belong on the client record). None of these options are ideal. Requested feature: Allow embedded forms in agreements to map data to client custom fields, contact custom fields, AND opportunity custom fields when "Merge client data" is enabled and the agreement is linked to an opportunity — matching the behaviour of forms that are not embedded.

In the Client list space, the visible fields settings let you customize which data appears in the list view (Name, Contacts, Hours, Revenue, Address, Country, Lead source, Website, Phone, Tax ID, etc.). It would be helpful to add 'Currency' as an option in the visible fields settings, so you can easily see which clients have which currency set in their settings without having to open the edit screen for each individual client. Why this is useful: Clients paying in a currency other than the Business Default or Moxie default typically have client-specific settings that override the defaults — things like payment instructions, hourly rates, and other financial details. Being able to quickly see all clients paying in Euro, or all clients paying in GBP (for example), would make it much faster to review and update settings for a specific currency. If you need to update payment instructions for Euro clients, you could instantly see which clients that applies to, rather than opening each client individually to check their currency.

When error notifications appear in Moxie (like "Error sending email to [] - No destination addresses specified"), they don't provide enough information to identify where the problem is coming from. It would be really helpful if error messages included context like: • The name of the opportunity card the error relates to • The name of the client • Something that makes it easier to pinpoint the source of the problem Without this information, it's hard to diagnose issues when you've had multiple things happening in Moxie that day — different leads, clients, opportunities, or workflows running. The date and time stamp helps to some degree, but having the opportunity name (or something else) would make it much faster to identify exactly where the issue is and fix it in a timely manner.

For multiple choice (checkbox) and single choice (radio) questions in forms, it would be great to have an "Other" option that includes a text input field, similar to how Google Forms handles this. Right now, the workaround is to: • Add "Other" as an option • Add a separate text question below it (like "Other, please specify here") • Make that text question conditional so it only appears if they select "Other" This works, but it's inefficient when building forms. It would be much more straightforward if there was a built-in "Other" option with a text input field, like in Google Forms, rather than having to add extra questions and set up conditional logic every time.

In agreement templates, the token options for Country include: Account.Country Account.CountryName Client.Country Client.CountryName For both the account and the client, you can display the country using the country code (e.g., IE for Ireland) or the full country name (e.g., Ireland). In invoice templates, you only have: Account.Country Client.Country Can the Account.CountryName and Client.CountryName tokens please be added to invoice templates?

There isn't currently an option to bulk delete tasks. It's tedious to do it one at a time. For example, when a project is created based on a template, some tasks might not be required or applicable for that specific project. I don't want to archive them — I want to delete them. There are already several bulk edit options (set start, set due, set status, set priority, assigned to, subtask, archive). Can delete please be added?

I've mentioned this before a year or so ago... thought I would mention again as till doing it and it's very frustrating. It's an issue with all the little sliders; When you go to say turn off Billable (the little slider with the purple dot), every time it slides back to on - but usually it does it as you are saving so you then have to open it up and turn it off again. If you do it very very slowly and carefully, and make sure you very carefully don't move the mouse anywhere near it after you've turned it off it stays... but the problem is that the save button is to the right and below the slider so you have to be extremely careful and it's very easy to forget this when you are in a hurry to meet deadlines and it slows something down that should be very quick and efficient. It happens in the agreements area as well but it's less frustrating as only have to deal with it occasionally - not many times throughout the day 😊

Right now, when you submit a form and if it has an error (I.e., an invalid email address); you get an error message that doesn't say what the problem is, it just says there is an error. Would love for this error to be more specific, or for the ability to edit the error message to make it custom.

I'd like to allow clients to book multiple days of paid engagements in one go. This is my favorite feature in TidyCal that's missing in Moxie.