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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.
Whats new in Cardknox graphic

Cardknox Merchant Portal September 2021 Release Notes

Varone2021-09-27T15:42:18-04:00

We hope your summer is wrapping up well. As we enter September we’re excited to present you the 6.10.0 release notes. The Cardknox team has been hard at work on new features and enhancements throughout the portal.

September’s release includes advanced filtering options, updates to Bulk Processing functionality, and other helpful features throughout the application.

We’ve also made important display and usability enhancements throughout the product to improve the experience.

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.

Bulk Processing Enhancements

Customers have the ability to process multiple transactions at once, commonly referred to as “Bulk Processing”. In this release, we’ve made numerous enhancements to the flow and usability for bulk processing. Now, the screen automatically pre-fills email addresses and includes the PO number on screen. We’ve also expanded the text label for sending receipt copy and disabled “New Customer” and filter options while modal is open to enhance usability while processing bulk transactions.

We have also added an identifier for Customer ID when processing bulk transactions, allowing you to see which customers are being charged each distinct amount.

Cardknox Merchant portal screen

Re-Submit Fraud Transactions

For customers using Fraudwatch that have incoming transactions set as fraud:saves, you now have the ability to submit Fraud Transactions in the portal. When viewing FraudWatch reports, users can click a new “Add Fraud Protection” button to have transactions submitted.

Cardknox Merchant portal screen

New Settings and Filtering Options

We’ve made noteworthy improvements to Settings options and have introduced new filtering functionality.

Ability to Add Invoice Field for Captured Transactions

You can now add Invoice IDs when capturing a transaction. To add an invoice, click “Show More” in the Capture Transaction module and enter the invoice number.

Filter Schedules by Active Status and View by Default

Viewing Recurring Schedules often leads to the cumbersome process of sorting through numerous inactive records to find the schedule you’re looking for. We’ve added the ability to filter for Active Status, and we’ve also added a toggle in Reports Settings to filter to Active Schedules by default.

Cardknox Merchant portal screen

Multi-Key Reporting

When dealing with multiple accounts, we’ve added a setting option in the Reports Settings labeled “Enable Reporting Across Multiple Accounts”. This enables users to Added Settings option for enabling Multi Key Reporting.

Cardknox Merchant portal screen

Usability Enhancements

We’ve made changes to enhance usability and clean up functionality throughout the Portal. To start, users now see the charge amount for refunds and gift transactions in red font with a negative sign. For US-based customers, we’ve changed the default MFA options to be for US-based SMS, eliminating the need to set this manually.

In the Transactions screen, we’ve fixed a bug preventing all custom fields from being pre-populated when processing a new transaction off of a previous transaction.

As usual, we’ve also made styling updates throughout the Portal to improve the look and feel.

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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