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Menu
  • Payment Solutions
    • Integrations
      • Online – API, hosted online form, plugins, and more
      • Mobile – Integrate payments within POS apps using our SDK
      • In-Person – POS integrations and pre-certified terminals
      • Unattended – Harness our integrations for sleek unattended hardware
    • Products
      • Cardknox Go (PayFac) – Become a Payment Facilitator, without the hassle
      • Merchant Portal – Online platform for seamless management of payments
      • Mobile App – Mobile point-of-sale solution for iOS and Android
      • PaymentSITE Hosted Checkout Page – Hosted and fully customizable online payment form
      • iFields – Design secure online payment forms
      • Partner Portal – ISV platform for managing merchant accounts
    • Features
      • Credit Card Processing – Process EMV, magstripe, and NFC credit cards
      • SNAP EBT Online – Accept SNAP EBT online payments.
      • Recurring Payments – Create automated payment schedules
      • ACH Direct Debit – Accept electronic money transfers
      • EMV – Easily integrate EMV processing, no matter your system
      • 3D Secure 2.0 – Reduce fraud and chargebacks online
      • Contactless Payments – Pre-certified NFC readers and terminals
  • Developers
    • Documentation – No payment integration is too complex.
    • Developer Hub – Get the tools and resources to integrate Cardknox payments
    • Partner Program – Best-in-class payment processing solutions for your merchants.
    • Merchant Benefits – An extensive lineup of robust, omnichannel solutions for every sales and invoicing channel.
    • Integration Support – Ask us anything, we are here to help.
  • Company
    • news2Resources
      • Blog – Read articles on Cardknox thought leadership and solution announcements.
      • White Papers – Get a comprehensive look at industry trends.
      • Brand Guidelines – These brand resources will help you use Cardknox content and our brand.
    • Contact-usCompany
      • Become a Partner – Best-in-class payment processing solutions for your merchants.
      • Contact Us – Tell us about your payment needs.
      • Careers – Explore our open positions to discover a challenging, rewarding career.

Cardknox Merchant Portal April 2021 Release Notes

Varone2021-05-18T12:02:11-04:00

We hope all of our customers are enjoying the sights and sounds of the spring season!

Here at Cardknox, we’re springing ahead with fresh updates to the Merchant Portal.

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 get your work done easier and faster.

Remember… To Try Out These New Features, Go to the Beta Portal

If you’d like to try out any of these new features, we’ve released them in the Beta portal. Click on the user icon (upper right corner) and select Enter Beta Portal. To return to the previous version of the Merchant Portal, click on the user icon again and select Leave Beta Portal.

Charge Different Amounts for Bulk Charges

If you remember, the bulk charge feature (newly released in January 2021) enables you to process multiple charge transactions across several customers at the same time. Previously, the feature was restricted to charging the same amount. Now, you can bulk charge customers different amounts.

To do this, on the Customers screen, select the checkbox for one or more customers. Click the + icon to the right of the Filter button. On the pop-up, select Charge different amounts and click Confirm.

Cardknox displays a pop-up that lists the customers you’ve selected along with Amount fields for you to fill in. For more details, see the “Bulk Charge Customers” section in the Cardknox Merchant Portal User Guide.

Retries Setting Now Available at the Schedule Level

In the Merchant Portal, merchants can define the retries settings, which apply across the entire account. With this release, it’s now possible for merchants to configure the retries settings for specific schedules.

To access these settings, go to Recurring Schedules and select a customer. Click on the Recurring Schedule tab. The new Retries setting is at the bottom:

The default setting comes from the account-level setting (Settings > Recurring > Processing). You can override them for the currently displayed recurring schedule.

How Is It Going with Cardknox?

If you have a moment, we’d like to hear about your Cardknox experience and what we can change or add to improve your experience. Please take a moment to fill out our feedback form—and thank you!

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