Merchant Portal Video Guides
Overview
Watch this quick overview of how to manage your payment processes using the Cardknox Merchant Portal. Merchants and Developers will gain an understanding of the capabilities of the Merchant Portal including processing transactions, managing customer information, generating reporting, sending payment requests, and more. The Cardknox Merchant Portal gives businesses unprecedented control of their payment activity with a flexible, user-friendly interface.
Transactions
Learn how to manage and process transactions using the Cardknox Merchant Portal — a user-friendly interface for managing payment activity. The transactions module lets you view, search, process, refund, and print transactions — all in one place.
Reports
Learn how to quickly generate reporting for your business’s payment activity using the Cardknox Merchant Portal. Choose from a list of ready-to-go, standard reports such as sales by date, or refunds by amount — or create your own custom reports. With the Cardknox Merchant Portal, you can view, print, and export key business metrics in just a few clicks.
Gift Cards & Gift Reporting
Batches
The Cardknox Merchant Portal makes it easy to view all open and closed batches of transactions. Batching is the process of settling a group of transactions at once in order to lower fees. The Batches tab provides an overview of your batch transactions by date, including sales, credits, transaction total counts, and amounts.
Customers
Easily keep track of all your customers and their payments in one place. Store contact details, billing information, and more within the Customers module of the Cardknox Merchant Portal. Learn how to create new customers, edit customer details, and view and search for existing customers.
Recurring Schedules
Save time by setting up automatic, reliable payments. Learn how to use the Recurring Schedules feature within the Cardknox Merchant Portal to automate payments and minimize the need for manual processing. This feature is especially useful for subscription services, membership-based businesses, or for setting up payment installments.
PaymentSITE
Are you looking for a hassle-free way to request payments? Learn how to use the Cardknox Merchant Portal to quickly collect payments using a secure, online payment form — no coding required. PaymentSITE is Cardknox’s hosted checkout page that streamlines payment requests for donations, deposits, and invoices by giving you the capability to email your payment form or share it using a unique URL.
Key Management
Learn how to create and manage keys using the Cardknox Merchant Portal. A key is an account-specific piece of information that is entered into your software, website, or point-of-sale system. A key acts as a unique identifier that authorizes you to send and process transactions—instructing the Cardknox gateway which merchant account to use for processing.
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