new Infographic: Learn all about the Power of the PayFac Model
Cardknox
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.
Contact Merchant Login Create Sandbox
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 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.
Ready to improve your payments management experience?
Get started

Contact

  • (844) 227-3566
  • Email Us
  • Create Sandbox
  • Accept Payments

Unique Solutions

  • ACH
  • Credit Cards
  • EMV
  • eWic
  • iFields

Payment Integrations

  • In-store Payments
  • E-commerce Payments
  • Mobile Payments

Other

  • Sign In
  • System Status
  • API Documentation
  • What’s New at Cardknox
  • Terms and Conditions
Facebook Twitter Instagram Linkedin
Cardknox Development Inc. BBB Business Review
© Copyright 2022
Cardknox Development, Inc. All rights reserved.
Privacy Policy