Merchant Portal Release November 2023

November 2023

Merchant Portal Updates

We are pleased to announce the release of the following Merchant Portal updates.

Merchant Portal Updates

Customer Upload Tool: This tool gives users the ability to upload a customer database—along with payment methods and recurring schedules—that they can then...

Partner Portal Release November 2023

November 2023

Partner Portal Updates

We are pleased to announce the release of the following Partner Portal updates.

What's new

New Ticket System Design: We are thrilled to introduce a major update to our ticket system, aimed at significantly improving usability. With this enhancement,...

Merchant Portal Release September 2023

September 2023

Merchant Portal & Mobile App Updates

We are pleased to announce the release of the following Merchant Portal and mobile app updates.

Merchant Portal Updates

Checkbox Options for Custom and Amount Fields

Users can now set up custom and amount fields with checkbox...

Partner Portal Release September 2023

September 2023

Partner Portal Updates

We are pleased to announce the release of the following Partner Portal updates.

What's new

Fewer Required Fields in the Go Plus MPA

The process of sending out Go Plus MPAs (Merchant Processing Agreements) is now easier than ever. From...

Merchant Portal Release July 2023

July 2023

Merchant Portal & Mobile App Updates

We are pleased to announce the release of the following Merchant Portal and mobile app updates.

Merchant Portal Updates

Customer Upload Tool

Merchants can now easily upload a file of customers and recurring payment schedules. This tool...

Partner Portal Release June 2023

June 2023

Partner Portal Updates

We are pleased to announce the release of the following Partner Portal updates.

What's new

When Agents Order Wireless Terminals on Vantiv Accounts, They Can Now Email the Required Forms to Merchants Without Leaving the Portal

The authorization form  is...

Merchant Portal Release May 2023

May 2023

Merchant Portal & Mobile App Updates

We are pleased to announce the release of the following Merchant Portal and mobile app updates.

Merchant Portal Updates

PaymentSITE Account Settings Redesign

We’ve redesigned PaymentSITE Account Settings to provide a more intuitive user experience. These changes...

Partner Portal Release May 2023

May 2023

Partner Portal Updates

We are pleased to announce the release of the following Partner Portal updates.

Partner Portal Updates

Character Entry Mistakes Will Now Prompt Descriptive Error Messages

Previously, when a user entered invalid characters into a field—or exceeded character limits—and then attempted...

Merchant Portal Release March 2023

March 2023

Merchant Portal & Mobile App Updates

We are pleased to announce the release of the following Merchant Portal updates.

Merchant Portal Updates

Multi-Factor Authentication (MFA) Enabled for Merchants at Login

Multi-factor authentication (MFA) software allows users to verify their identities through a software...

Merchant Portal Release February 2023

February 2023

Merchant Portal Updates

We are pleased to announce the release of the following Merchant Portal updates.

Custom Fields Are Now Visible in the Recurring Schedule Dashboard

In the same way that the Custom Fields are synced between the Customers and New Transactions...

Merchant Portal Release September 2022

September 2022

Merchant Portal Updates

In this month’s release, we’re delighted to roll out several significant updates that will greatly improve the user experience for our merchants and their customers. We’ve renamed “convenience fees” to “electronic transfer fees” in order to adhere...

Partner Portal Release September 2022

September 2022

Partner Portal Updates

In this month’s release, we added new data points and reorganized existing data to make it easier to digest information at-a-glance and minimize confusion. Keep reading to learn about these improvements across various modules!

Enhancements to the MPA

Ability...

Partner Portal Release August 2022

August 2022

Partner Portal Updates

It’s our goal to create a Partner Portal experience that helps users onboard and manage accounts as quickly and precisely as possible. To that end, we’ve made several changes in this month’s release that will streamline account...

Partner Portal Release July 2022

July 2022

Partner Portal Updates

We kept this month’s release short, choosing to hone in on some important areas for improvement. With these changes, users of the Partner Portal will be sure to enjoy a more intuitive, error-free, and data-rich experience!

Improvements

Cardknox Customer...

Merchant Portal July 2022 Release Notes

July 2022

Merchant Portal Updates

In this month’s Merchant Portal and Mobile App release, we’re excited to roll out some valuable improvements to the Send Payment Request — including support for recurring payments! — as well as overall enhancements to the user...

Partner Portal Release June 2022

June 2022

Partner Portal Updates

In this month’s Partner Portal release, we’ve added even more robust filtering options, made some improvements to the MPA, and much more. Keep reading for more information!

Filter Enhancements

“Save View” Feature Enhancements

In our last release, we announced the...

Partner Portal Release May 2022

May 2022

Partner Portal Updates

This month’s release includes many helpful improvements to the Equipment module, a new “Save View” feature for saving filter combinations, clearer error messaging, and much more! Keep reading our May 2022 release notes to learn more:

New “Save...

Cardknox Merchant Portal May 2022 Release Notes

May 2022

Merchant Portal Updates

We’re wishing you a happy May from the team here at Cardknox! The team has been hard at work this season with another jam-packed release. Read on below to see new features and enhancements. Let’s dive in!

To Try...

Partner Portal Release April 2022

April 2022

Partner Portal Updates

Enjoy greater control over your merchant accounts with our latest tools and features! Users of the Partner Portal will be able to save more time and improve efficiency thanks to our new Equipment Lookup Module, flexible pricing analysis...

Partner Portal Release March 2022

Partner Portal Updates March 2022. Over the past couple of months, we’ve made many improvements across all Portal modules to help users manage leads with ease, view more info at a glance, upload files effortlessly, and much more.

Partner Portal Release January 2022

Partner Portal Updates

January 2022

To keep you up to date on all the latest improvements to the Partner Portal, we're pleased to launch this first edition of Partner Portal Release Notes! In this month's Release Notes, you'll learn about our latest...

Cardknox Merchant Portal April 2021 Release Notes

The most notable change is that the bulk charge feature now includes the ability to charge a different amount for each customer. Additionally, we’ve spruced up the appearance of reports and made other minor fixes and improvements to help you...

Cardknox Merchant Portal October 2020 Release Notes

Transactions, as well as Customers & Recurring Schedules, received a good deal of our attention. We've extended the search capability for batches, added a new sales tax setting, and improved the flexibility for applying sales taxes and convenience fees. Another...