Merchant Portal Release September 2022

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 to industry standards, and we’ve launched two big mobile-friendly solutions: SMS messaging and Apple Pay registration! As more and more customers prefer to make payments from their mobile devices, we’re confident that these solutions will provide incredible value. Here’s what’s new:

SMS Messaging for Receipts and Payment Requests

You can now send transaction receipts and payment requests to customers directly by text message! Note that a messaging fee of $.02 applies to every text, and that SMS messaging can only be enabled by Admin users.

Here’s a look at the new features:

1. SMS Payment Receipts

We’ve added several settings that allow you to send SMS receipts for new keyed-in and PaymentSITE transactions. Receipt messages include the total payment amount, the last 4 numbers of the card, and a reference number.

The settings are as follows:

Keyed-In Transaction Receipts: To enable SMS receipt messaging for your new sale (“charge”) transactions, head to the New Transaction tab in the Account Settings module. Then, check the box next to “Enable SMS Receipts” (under “Receipts”). One you’ve done this, a “Send SMS Receipt” checkbox will be added to the New Transaction window, and it will be unchecked by default. Note that when“Send SMS Receipt” is selected, the phone number field becomes required.

Keyed-In Transaction Receipts 2
You can also opt-in to always send out SMS receipts by default rather than having to check the box everytime you key-in a transaction. To do so, select “Send the Customer an SMS Receipt by Default” in the New Transaction tab of the Account Settings module. When this setting is applied, the user will be able to opt-out of SMS receipts on a per-transaction basis.
PaymentSITE Receipts: To enable SMS receipt messaging for payments made via PaymentSITE, head to the General Settings tab of PaymentSITE Management and check the box next to Receipt Options. Then, check the box next to “Send Customer SMS Receipt.”
PaymentSITE Receipts
Once this is enabled, an “I’d like to receive SMS receipt” checkbox will display on the PaymentSITE as soon as the user fills in the phone number field. The checkbox will be selected by default, and the customer can deselect as desired.
SMS Transaction Receipts

2. Payment Request SMS Messages

You can now send payment requests by text so that merchants can pay with ease from their mobile devices! To enable this setting, click the “Send Payment Request” tab in the Account Settings module. Then, check the box next to “Enable Payment Request via SMS.”
Payment Request SMS Messages
Once this setting is enabled, you’ll be able to click the “Text” button on the Send Payment Request screen. Upon clicking this button, you’ll be prompted to provide the merchant’s phone number. The merchant will then receive a text with a link to the PaymentSITE to input their payment details.
Payment Request SMS Messages

Ability to Register for Apple Pay Online

Merchants can now register their site for Apple Pay so that they can start accepting this frictionless payment method from customers! To do so, navigate to the new “Payment Methods” tab in the Account Settings module. Then, click “Configure Apple Pay” and “Register your domain.”

Once you have registered, note that our internal teams will need to complete the setup process for your account. Be sure to reach out to your account representative or to Cardknox Customer Service for assistance.

Ability to Register for Apple Pay Online

Convenience Fees are Now Called Electronic Transfer Fees

In order to align with common industry terminology, please note that “Convenience Fees” have been renamed “Electronic Transfer Fees” throughout the Merchant Portal as well as on PaymentSITE and transaction receipts. Note that this change does not have any effect on the actual fee itself.

Bug Fixes

Currency Symbol Display Issues Resolved

Previously, when the currency abbreviation was passed along on the backend in lowercase, it could not be identified by Cardknox — which meant that the currency symbol did not display properly in the Merchant Portal. We have since resolved this error.

Customer Module Crashing Issue Resolved

We resolved an issue in which the Customer module would crash and go blank as soon as the user selected a customer. This issue was experienced by users who were using a Chrome browser with the LastPass extension installed.