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Menu
  • Payment Solutions
    • In-Store
      • Point-to-Point Encryption (P2PE) – Ensure payment card data remains secure from beginning to end of the transaction process
      • BBPOS (Browser-Based POS) – Automate the entire payment flow while remaining out of PCI scope
    • Online
      • Recurring Payments – Automated billing ensures predictable, on-time customer payments
      • iFields Technology – Build your own secure payment forms
      • Simple API & SDK – Integrate with just a few lines of code
      • Apple Pay – Accept fast and frictionless Apple Pay payments from mobile shoppers
    • Payment Methods
      • ACH – The fast, secure, and inexpensive money transfer solution
      • EMV Payments – The easiest solutions for making your business EMV ready
      • Contactless Payments – Take your business to the next level with Cardknox’s contactless payment solution
      • SNAP EBT Online – Join the SNAP online ordering pilot and partner with Cardknox!
    • Features
      • Credit Card Processing – Accept and process transactions from all major credit and debit cards through the Cardknox API
      • PayFac – Take advantage of a fast, hassle-free onboarding experience so you can start accepting payments right away.
      • 3D Secure – Identity verification provides chargeback protection from card-not-present transactions
      • Plugins
        Netsuite
        WooCommerce
        Magento
        QuickBooks
  • Developers
    • Platforms
      • In-store – Our EMV chip-card certifications enables you to integrate POS payments with only a few lines of code.
      • Mobile – Streamline omni-channel payments with all your mobile platforms.
      • Online – A robust API, shopping cart plugins, and award-winning eCommerce features.
    • Resources
      • DeveloperDeveloper Resources – Get the tools and resources to integrate Cardknox payments
      • apiAPI Documentation – View our API reference and sample code
      • ScheduleSchedule an Integration Consultation – Ask us anything, we are here to help.
  • Merchants
  • 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
      • Contact Us – Throw your toughest questions at us
      • Become a Partner
      • Careers – Explore our open positions

Cardknox Portal September 2019 Release Notes

Varone2019-11-22T09:28:03-05:00

Cardknox Merchant Portal September 2019 Release Notes 

In our latest release, we’ve made several changes to further personalize the Portal user experience, and to ensure that the Portal is as intuitive to use as possible. To this end, Cardknox Merchant Portal users can now save custom reports for future access; view open batches; add a new customer with the click of a button; clear filters with ease, and much more.

Save Your Custom Reports

Need to view a specific set of transaction data on a recurring basis? No need to recreate the report every time—now you can save your custom reports with the desired date ranges, transaction types, transaction status, filters, and sorting options!

Your custom saved reports will display in the upper righthand side of the Quick Reports main screen. You’ll be able to view, download, edit, and delete them as you wish.

Monitor Even More Data

  • View Open Batches
    Our Batches module now allows you to view open batches so you can keep better tabs on your payment activity! Select ‘Open Batches’ at the top of the Batches page to see the total amount and quantity of transactions for Sale, Void, and Credit. Plus, you can see a breakdown of open batches by card type.
  • More Column Options in the Transactions tab
    • Software Name
      If you utilize multiple Cardknox solutions to process payments—such as PaymentSITE hosted forms, recurring payments, and the Portal Transaction tab—you can now see where each payment was processed in the Transactions tab by enabling the ‘Software Name’ column.
    • Currency Type
      Do you accept US Dollars and British Pounds? The ‘Currency’ column will allow you to filter transactions by currency type.
  • View Total Transaction Volumes by Card Type
    Click ‘Total by Card’ in the bottom right corner of the Transactions tab to see a breakdown of the total amount and quantity of transactions for different card types.

Improved Control Over the User Experience

  • Quickly Revert Your Transaction Fields and Report Settings to Default
    Our Settings module gives you the flexibility to rename transaction fields, customize column display, change the default date range, and much more. Now, you can easily reset these changes to the default settings. Simply click the ‘Reset to Default’ buttons in the ‘Transactions Fields’ and ‘Report Settings’ tabs in the Settings module.
  • Set Transaction Receipts to Send by Default
    Rather than having to manually select the ‘Send Receipt’ and/or ‘Send me a copy’ checkboxes when processing transactions, you can now choose to have receipts get sent to you and/or the customer by default! To do so, head to ‘Transaction Fields’ in the Settings module and check the boxes for ‘Send The Customer a Receipt By Default and/or ‘Send Me a Receipt By Default.’
  • Add New Customer Quick Link
    Inputting customer information is faster than ever with our new quick link button in the main navigation bar! Simply click ‘+New’ on the Customers tab, and the ‘Add a New Customer’ window will pop up for easy data entry.

Even More Enhancements

  • Reset All Filters in Reports
    We’ve added a ‘Reset filter’ button to the top of the Customers, Batches, Gift Report, and Recurring schedules modules. Clicking this button will reset selected filters as well as in-line searches for columns.
  • Change Time Zone for Reports
    In the User Settings tab of the Settings module, you can now change the timezone for report data.
  • Share Your Pre-Filled Payment Form With the Click of a Button
    Invoicing is easier than ever with this handy feature: in the Send Payment Request module, simply click the ‘Email’ button at the bottom of the screen to generate an email template with a link to your pre-filled payment form.
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