Cardknox Portal Guide

Welcome to the Cardknox Portal!

Overview

The Cardknox Portal is a revolutionary, user-friendly online platform for seamless management of Cardknox payment processing accounts. The intuitive and fluid interface features user-friendly, robust tools for report creation, batch and transaction viewing, payment processing, and more, making it easier than ever to keep a finger on the pulse of your business. And with the help of our diverse search filters, you can seamlessly locate transactions or generate custom-made reports that pinpoint exact data, all in a lot less time.

Note that additional features and functionality to further enhance the user experience are currently in development. Customer profile management capabilities, customizable recurring billing options, and portal user management are just a few of several upcoming enhancements.

The following describes the main features of the Cardknox platform. It contains information about features within the application including screen samples, field descriptions, and procedures for managing your transactions and customer information.

Transactions

Whether you need to review your past transactions, search for a particular transaction, or process a new one, our Transactions tab makes it easier than ever.

Process a New Transaction

Quickly process a new transaction at any time by selecting ‘New Transaction’ from the Portal’s navigation menu on the left side of the screen. This will prompt a pop-up window to display, with fields for the transaction amount and type, credit card or check information, and the customer’s info. You’ll also be able to add an invoice or PO number, or you can input custom fields. Once the form is completed, simply select ‘Process Payment’ and the transaction will be added to your growing list of review-able transactions in real time.

Locate (a) Transaction(s)

Head to the Transactions tab to tap into our advanced search filter options so you can narrow down transactions with extra precision. Some of our many filter options include:

  • Date
  • Reference Number
  • Customer Name
  • Invoice Number
  • Transaction Amount
  • Transaction Type (Sale, Authorization, Capture, Refund or Credit)
  • Transaction Result (Approved, Declined, Error or Authorization)

You can further customize your search with more advanced search parameters for those tougher-to-find transactions. These parameters include:

  • Description
  • Batch
  • Invoice
  • CVV Number
  • Command (Sale, Authorization, Capture, Refund or Credit)
  • Authorization Code
  • OrderID
  • PO Number
  • AVS
  • Source key
  • Terminal Number

Export Transactions

Once you have located the desired transaction(s), you can download the list of transactions as a CSV file. After you have set the correct filters, select the ‘Export’ button in the top right corner.

Manage or Adjust Specific Transactions

Apply Voids or Refunds

To void or refund a transaction, select the appropriate button below the transaction amount.

Process Another Transaction for the Customer

To process an additional transaction for the customer, click the ‘New Transaction’ button and the ‘Add New Transaction’ pop-up window will display. The fields will be pre-filled with the data from the transaction you are viewing, which you can then adjust as needed

Email, Print, or Download the Transaction

Near the Transaction Information row. Select the email, print, or download button accordingly.

Quick Reports

Reviewing and analyzing reports is a vital component of any business, but creating them can be tedious and even frustrating—especially when they need to be tailored to reflect specific data points. Fortunately, the Cardknox Portal helps users to easily generate and customize transaction reports, so you can get a better pulse on your business without the hassle.
With our Quick Reports options, common report types can be instantly generated with the click of a button. Simply select one of the options on the right side of the Reports page, and a downloadable report is created for you immediately in the Transactions page. The ‘Quick Report’ options all reflect data from the past 30 days. The options include:

  • All approved, by source key
  • All authorizations, by source key
  • All Sales by date
  • All sales by batch number
  • All refunds by amount
  • All sales by amount

To create your own custom report, you can easily make use of our wide variety of search filters, including:

  • Date or Date Range
  • Reference Number
  • Customer Name
  • Invoice Number
  • Transaction Amount
  • Transaction Type (Sale, Authorization, Capture, Refund or Credit)

Or, you can create a more advanced and detailed report with some of the following additional filter options:

  • Description
  • Batch
  • Invoice
  • CVV Number
  • Command (Sale, Authorization, Capture, Refund or credit)
  • Authorization Code
  • OrderID
  • PO Number
  • AVS
  • Source Key
  • Terminal Number

 

When creating a report, you’ll also be able to select how you would like the data to be sorted, such as by amount, invoice number, or date.

Once the appropriate search parameters and filters are selected, click the ‘Download Report’ button on the bottom right corner of the page to download a CSV File of your report. To view the report, select ‘View Report’ to be redirected to the Transactions page for a list of the specified transactions.

Batches

The Cardknox Portal’s ‘Batches’ tab allows you to review all of your closed batches for any given day with ease. Simply select the desired date from the drop-down menu on the upper left-hand side of the page, and that day’s Sales, Credit Sales, and Total Sales will be displayed in large and colorful numbers at the top of the page. RIght underneath, the data will be further broken down by card type in the form of simple and elegant circular graphs.

To view specific transactions within a particular batch, scroll down to the ‘Batch Details’ section at the bottom of the page where transaction lists are grouped by batch. To see further details on the transactions, select ‘View Batch Transaction’ in the bottom right corner of the batch window.

Ready to get started?