Presenting the New
Cardknox Merchant Portal
Experience unprecedented control of your business’ payment activity with our ultra-flexible, user-friendly interface.
Features and Benefits
We’ve redefined the essentials! Our modern design displays everything you need to manage payments with ease– nothing more, nothing less. Here are some of the features and benefits that make our Cardknox Portal a pleasure to use.
Intuitive navigation tabs and click-through links will help you get more things done in less time.
Interactive graphics and concise summaries give you at-a-glance information about key figures such as gross revenue and sales, helping you stay on top of all your payment activity.
A wide variety of filter options help you narrow down your search results to quickly find reports and transactions.
- Recurring Schedule Templates—Save time on manual entry of common payment schedules with our new recurring schedule templates! In the Recurring Schedules tab, you’ll be able to create a customized recurring schedule that can be applied to customers with the click of a button.
- Recurring Schedule Fields In the Payment Request Form—In the Send Payment Request tab, you can now prefill a desired payment schedule to display in the form. Your customers will then be able to quickly opt in to the recurring payment schedule when filling out the payment form.
- Even More Filters—Locate a transaction based on the type of payment (debit or credit) or the card type (e.g. Amex, Mastercard, etc.).
- New Options in the Settings Module—In the Settings tab, you can now set up convenience fees, change the default data range for the dashboard, and change which module you see first upon logging in.
- User Management—Bring the benefits of the Cardknox Merchant Portal to the rest of your staff! In the new Users tab in the Settings module, you can add new users to your Portal account and choose from one of the preset roles, each with varying access to Portal features.
To learn more about these new features, see our latest Release Notes.
Our portal uses Single Sign-On (SSO) authentication to validate our users’ credentials, ensuring that sensitive data is kept extra safe.
A Comprehensive Welcome Dashboard
Your homebase for all payment activity. Graphs and key figures make it easy to keep a finger on the pulse of your business. See transactions broken down by card type, your average transaction amount, and much more. Process a transaction or create a report straightaway with our click-through links.
Flexible Transaction Monitoring
View, search, process, refund, and print transactions— all in one place. Our transactions tab automatically displays today’s transactions with a drop-down menu to select transactions for different time frames or specific dates. With our upgraded filter options, you’ll be able to enter a wide variety of data points to easily narrow down your search.
Set up payment installments and automate your billing process with our Recurring tool. Perfect for membership services, subscriptions, or payment installments, Recurring Schedules makes it easy to create ultra-customized payment schedules so you can free up your time from manually processing payments.
Fast and Powerful Reporting
Create, export or view reports in our comprehensive reports tab with ease and speed. Choose from a list of common report types, or you can use our expansive filter options to create a custom report.