Mobile App

Overview

The Cardknox Mobile App is a complete mobile point-of-sale solution available for iOS and Android. Users of the app can accept payments using our compatible EMV card reader, or by keying-in or capturing card details with their device’s camera. In addition to payment acceptance, the app features a robust array of payment management tools to bring merchants a full virtual terminal experience on-the-go. Users can adjust past transactions, filter through transaction history, issue refunds, generate powerful reports, schedule recurring payments, securely store customer information, and much more.

The Cardknox Mobile App is fully synced with the Cardknox Merchant Portal, allowing merchants to seamlessly switch between both platforms and keep tabs on their business wherever they are.

Get Started

First, you will need to download the Cardknox mobile app from either the iOS App Store or Google Play Store, depending on your mobile device's operating system.

Download the App

On your smartphone, download the Cardknox Mobile App:

• Android device: Search for “Cardknox” in the Google Play Store.

• iOS device: Search for “Cardknox” in the Apple App Store.

Log In

Once the app is installed on your phone, enter the same login credentials that you use for the Cardknox Merchant Portal. If you do not yet have an account, you can register your email here. An account must be registered in order to log into the app.

If you have Face-ID or Fingerprint Sign-In enabled on your phone, you will be prompted to allow the app to log you into the app via those methods in the future.

Set up MFA

Multi-factor authentication (MFA) gives you an extra layer of security to protect your Cardknox Merchant Portal account from falling into the wrong hands. By validating your identity with two pieces of information that are specific to you, your account can be safeguarded from the threat of attackers.

If you do not yet have multi-factor authentication setup, you’ll be prompted to implement this security feature the next time you log in to the Cardknox Merchant Portal. If you’d like to edit any of these settings in the future, you can access this page by clicking on “User Settings” from the left side navigation and then “Security.”

For the full step-by-step guide to setting up MFA, click here.

Select the Desired Account

If your login is associated with multiple accounts, you'll need to select the right account before carrying out any tasks. To do so, tap the pink down arrow (upper-right corner of the screen) and select the desired account from the dropdown list.

Tap to display available accounts

Log Out

To log out:

1. Tap the pink down arrow:

2. Tap on Logout in the upper right corner.

Navigating the App

The Dashboard view displays upon login. To access other modules in the mobile app:

On the bottom navigation bar, tap the desired module (Dashboard, Transactions, Customers, or More):

Note: Tap Contact Us to connect with Support, report a bug, or submit a feature request.

Filter Transactions, Customers, and Recurring Schedules

Each of the main modules (Transactions, Customers, and Recurring Schedules) has a filtering tool:

Filter Icon

1. Tap the filter icon to see a list of filter options ( Transactions filters are shown below).
2. Tap a filter to select it. Depending on the type of filter, you will either need to type in data or select filter criteria:

Example: Amount Filter

Type in an amount to use as a filter.

Example: Status Filter

Tap on a status to use as a filter.

1. Tap the Apply button to apply the specific filter.

2. If you'd like, you can select additional filters.

3. Tap Done (upper-left corner) to view the filtered list.

Remove Filters

All applied filters will display above your results.

Tap X on the filter to remove it.

OR

To remove all filters, tap Clear Filters.

View Account

To view or switch between Accounts, tap the More icon. Click the Account dropdown to view and switch between accounts.

Process a Transaction

This section explains how to process sales, refunds, and other transaction types (such as Auth Only, Gift:Issue, or Gift: Redeem).

Note: If you prefer, you can process a refund through the Transaction Details screen. Doing so will auto-fill many fields for you.

1. Go to the New Transaction screen by tapping the plus icon at the bottom of the screen:
2. You'll be prompted to select between Customer or Transaction

OR

You can also start a new transaction from the Customer Details screen by tapping the plus icon in the upper-right corner.

Note: When you start a new transaction through Customer Details, the app automatically fills in the customer's information. For more information, see “Process a Transaction (Customer Details).“

1. Type the amount in the center of the screen. The amount will initially be a whole dollar but once you hit the decimal button it will display cents - the system will assume zeros (suggest $1.00 for $1. or $1.60 for $1.6) if you leave the first or second decimal place open
2. If this is not a sale, select the correct transaction type in the bottom dropdown menu.

3. Fill in the remaining fields that are displayed. Required fields are indicated on the screen.

4. Scroll down for additional fields.

5. Tap Process.

Notes:

• To adjust the amount, tap Back (upper left corner) to return to the previous screen.

• Tap Clear all (upper right corner) to remove information from all of the fields.

• Charges can be completed either with Credit Card or Check
• If your account isn't set up to accept Checks (ACH) moving to the check option will display an option to apply for ACH

1. Tap the Process Transaction button. After processing, the app displays a success message:
2. Tap Done to finish.

OR

Tap Signature to obtain the customer’s signature:

a. Ask the customer to sign in the gray box.

b. Tap the Complete button to accept the signature.

Transactions

To access the main Transactions screen, do either of the following:

• On the New Transaction screen, tap Transactions in the upper left corner.

• From other modules, tap Transactions in the bottom navigation bar:

Note: The bottom navigation bar is visible from all main modules: Dashboard, Transactions, Customers, and More Options.

By default, the previous seven days of transactions are displayed, starting with the most recent at the top.

ICONS:

Filter the transaction list.

Start a new transaction.

On the Transactions screen, you can:

• Change the date ranges for the transactions list (.e.g. last 7 days, last 60 days, etc.).

  • Tap Last 7 days. Tap one of the other time periods (e.g. Yesterday, Today, etc.)

• Filter the list by selecting specific criteria.

  • Tap the filter icon to display filter criteria.

• Tap on a transaction record to view its details.

• Process a new transaction.

  • Tap the large plus button in the center of the screen.

Transaction Details

From the main Transactions screen, tap a transaction to view its details.

ICONS:

Start a new transaction - tap the New Transaction button.

Send email receipt to customer.

On the Transaction Details screen, you can:

• Perform actions on the transaction: Void, Refund, Adjust, or New Transaction.

  • For Void, Refund, and Adjust, see the sections below. For new transactions, see “Process a Transaction” earlier in the guide.

• Send an email receipt for a transaction.

  • Tap the envelope icon, fill in the fields in the pop-up, and tap Send.

Void a Transaction

Tap the Void button. Tap the Void button once again to confirm.

Refund (Transaction Detail)

1. Tap the Refund button.

2. On the Refund screen, select Full Refund or Partial Refund.

3. If this is a Partial Refund, type in the refund amount.

4. To add any notes to the refund, tap on the Description field.

5. Select the Send receipt checkbox to send a refund receipt to the customer.

6. If you’ve selected Send receipt, type in the email address below.

7. Tap the Refund button.

Adjust

1. Tap the Adjust button on the Transaction Details screen to make changes to the: - Transaction description - Order ID - Custom fields 01 - 03

2. After making any changes, tap the Save button in the upper-right corner.

Email a Transaction Receipt

1. From the Transaction Detail screen, tap the envelope icon in the upper-right corner:

   Tap to email a receipt
2. The mobile app displays a pop-up:
3. Fill in the Email field.

4. Select the checkbox to receive a copy of the receipt via email.

5. Tap the Send button.

Customers

To see a list of customer records, tap Customers in the bottom navigation bar:

ICONS:

Start a new transaction.

Filter the transactions list.

Add a new customer.

In the Customers module, you can:

• Filter the list by selecting specific criteria.

  • Tap the filter icon in the upper-right corner to select filter criteria.

• Open a customer record to view or edit details.

  • Tap on a customer record to open it.

• Add a new customer.

  • Tap the plus sign in the bottom center of the screen. For more information on adding a new customer, see “Add a Customer” below.
• Create a new transaction for a customer.

  • Tap the ellipsis icon ( … ) on the customer record and select New Transaction. For more information on processing a transaction, see “Process a Transaction” earlier in the guide.

• Transactions can also be created in the Customer Details page by clicking the plus icon at the top right of the screen.
• Delete a customer record.

  • Tap the ellipsis icon ( … ) on the customer record and select Delete.

Add a Customer

1. On the Customer screen, tap the large plus sign.

The app displays a blank Customer screen:

1. Fill in the customer details. If desired, scroll down to type in the payment method and create a recurring schedule.

2. Tap the Save button.

Customer Details

To view or change customer details tap on a customer in the Customers module.

ICONS:

Start a new transaction.

Delete customer.

Start a new transaction for the displayed customer.

Click the appropriate section to expand (Payment Methods, Recurring Schedules, Transaction History)

Using the Customer Details module, you can:

• Edit the customer record, including Customer Information, Payment Methods, Recurring Schedules, and Transaction History.

  • Click the appropriate section to expand content and view information. Separate tasks are explained later in this section.

Payment Methods:

• Add a payment method for the customer.

  1. Go to the Payment Method tab. Select + Add card. For more information, see the “Add a Payment Method” section below.

  2. Expand the Payment Method tab to access payment information.
  3. Tap + Add Card. The app will display fields for adding new payment method information.
  4. If this will be the default payment method, tap the Set to Default checkbox; make sure a check appears in the box.

  5. Fill in the payment details.

  6. Tap the Save changes button. Note: If you decide not to create the payment method, tap the ellipsis icon ( … ) and select Discard Changes.

• Delete a customer’s payment method.

  • Go to the Payment Method tab. Next to the payment method, tap on the ellipsis icon ( … ) and select Remove card.

    Note: Deleting the sole payment method for a customer will cause any associated recurring schedules to be deactivated. The system will warn you if you attempt to do this.

• Set a payment method as the default payment method.

  • Go to the Payment Method tab. Next to the payment method, select the Set to Default checkbox.

Transactions:

• Process a transaction for the customer.

  • Tap the plus sign ( + ) in the upper-right corner.

• View the previous transactions for a customer.

  • Click to expand the Transaction History tab.

• Delete the customer.

  • Tap the trash can icon in the upper-right.

Recurring Schedules:

• Add, edit, and delete recurring schedules. For more information, see the “Recurring Schedules” section later in the guide.

Process a Transaction (Customer Details)

1. On the Customers screen, tap on the customer.

2. In the upper-right corner, tap the plus sign ( + ). The app will display the New Transaction screen, with the customer’s details and payment method already pre-filled.
3. In the top-center of the screen, type in the amount of the transaction.

4. Directly below the amount, if you want to change or add a payment method:

   1. Tap on the field below the amount to display a pop-up:
   2. Tap Add New Card OR select a different payment method.

   3. For a new card, fill in the Card number, Exp. Date, and CVV fields.

   4. Tap Done to save the payment method.

5. If the transaction is not a charge (the default setting), tap on Charge and select a different transaction type.
6. Tap Apply.

7. Tap on Advanced Options to add or change information such as invoice, PO number, billing information, or shipping information.

   1. After editing Advanced Options, tap Back (upper-left corner) to return to the previous screen.

8. To send the customer or yourself an email copy of the transaction, type in the email address(es) and select the Send Email Receipt and/or Send me a copy checkboxes.

   Tip: Separate multiple email addresses with a comma.

9. Tap the Process Transaction button. When completed, the app will display a message that confirms the transaction’s status and provides a link for viewing the transaction details.

Recurring Schedules

To see a list of recurring schedules, tap More in the bottom navigation bar, and select Recurring Schedules in the menu:

ICONS:

Filter the recurring list.

Start a new transaction.

On using the Recurring module, you can:

• Filter the list by choosing specific criteria.

  • Tap the filter icon in the upper-right corner to choose filter criteria.

• Open the recurring schedule to view or change it.

  • Tap on a recurring schedule to open it.

• Process a transaction for the associated customer.

  • Tap the ellipsis icon ( … ) and select New Transaction. For more information, see “Process a New Transaction for a Customer” earlier in the guide.

• Delete the schedule.

  • Tap the ellipsis icon ( … ) and select Delete.

• Add a new customer.

  • Tap the plus sign in the bottom center of the screen. For more information about adding customers, see “Add a Customer” earlier in the guide.

Recurring Schedule Details

When you tap on a recurring schedule, the app will display its information in the Recurring Schedules tab of the Customer Details screen:

Delete customer.

Start a new transaction for the currently displayed customer.

Access other detail tabs (General Information, Payment Methods, Transaction History) by expanding the appropriate section.

Display the Deactivate, Preview, and Delete commands.

On the Recurring Schedule Details screen, you can:

• View and edit the customer’s recurring schedule(s).

• Deactivate a recurring schedule.

  • Tap the ellipsis icon ( … ) and select Deactivate.

  • If and when the schedule is reactivated, it will automatically charge the listed payment method

• Preview a schedule’s payment dates and amounts.

  • Tap the ellipsis icon ( … ) and select Preview.

• Delete the schedule.

  • Tap the ellipsis icon ( … ) and select Delete.

• Add a recurring schedule for the displayed customer.

  • Tap + Add plan in the center of the screen. For more information, see the “Add a Recurring Schedule for a Customer“ section below.

Add a Recurring Schedule for a Customer

To create a new recurring schedule for a customer in the Customer Details screen:

1. Expand the Recurring Schedule section to display the Recurring Schedule tab.

2. Tap + Add Plan. The app displays fields in which you can enter the schedule details.

3. Fill in and select options to define the specific recurring schedule.

4. Tap the Save Changes button.

Dashboard

From any screen, tap Dashboard in the footer menu. This module of the Mobile App enables you to:

• View overall revenue with category breakdowns

• View transaction activity

• View sales and credit summary

Date Filter

When viewing the Dashboard, you can filter by date by clicking the icon at the top right corner. Filtering is defaulted to a 24-hour historical view and can be set for up to 7 days.

View Activity by Category

You can view category breakdowns in the dashboard by tapping the category you’d like to view. This will open a historical view for the respective category, display any recent transactions.

The displayed Dashboard categories are:

• Gross Revenue

• Transaction Activity

• Sales Summary

• Credit Summary

FAQs

General Questions

Q: How do I log out of the mobile app?

A: From the dashboard, click on the main menu:

1. Tap the Account drop down:

2. Tap on Logout under the user name.

Q: In which countries is the Cardknox Mobile App available for use?

A: The Cardknox Mobile App is available in every country except for:

• Egypt

• Iran, Islamic Republic of

• Iraq

• Korea, Democratic People’s Republic of

• Lebanon

• Libya

• Nigeria

• Sudan

• Syrian Arab Republic

• Venezuela, Bolivarian Republic of

Q: How do I remove any filters applied to Transactions, Customers, or Recurring Schedules list?

A: The Mobile App displays any applied filters right above the results. Tap the X on the filter to remove it. Or, to remove all filters, tap Clear Filters.

Q: How do I filter a list of transactions, customers, or recurring schedules?

A: On the Transactions screen:

1. Tap the filter icon in the upper-right corner:
2. Select or type in filter criteria.

3. Tap Apply to apply the criteria.

4. Tap Done to return to the main screen.

Transaction Questions

Q: How do I process transactions like Auth Only, Gift:Issue, or Gift:Redeem?

A: To run an alternative transaction type:

1. Tap the plus sign icon at the bottom of the screen:
2. At the bottom of the screen, tap on Sale and select a different transaction type.

3. Tap the Continue button.

Q: How do I process a sales transaction?

A: Type in an amount, tap Sale, fill in the fields, and tap Process.

Q: How do I refund a customer?

A: You can refund a transaction from either the New Transaction screen or the Transaction Details screen:

• On the New Transaction screen: Type in the refund amount and tap the Refund button.

• On the Transaction Details screen: Tap the Refund button.

Q: How do I void a transaction?

A: To void a transaction:

1. Go head to the Transaction Details screen and locate the transaction you wish to void.

2. Tap the Void button.

3. When you're approved to confirm the void, tap the Void button.

Q: How do I see a list of transactions?

A: From the New Transaction screen, tap Transactions in the upper-left corner.

Q: How do I see details for a transaction?

A: From the New Transaction screen:

1. Tap Transactions.

2. Tap the desired transaction.

Q: How do I email a transaction receipt to a customer?

A: From the Transaction Detail screen:

1. Tap the envelope icon in the upper-right corner:
2. Fill out the fields in the pop-up.

3. Tap the Send button.

Customer Questions

Q: How do I create a customer?

A: In the Customers module, tap the large plus sign in the bottom center of the screen.

For more information on adding a new customer, see “Add a Customer” in this guide.

Q: How do I delete a customer?

A: In the Customers module, tap the ellipsis icon ( … ) in the customer record and select Delete.

OR

If you have the Customer Details screen open, you can tap the trash can icon to delete.

Q: How do I change customer information?

A: On the Customers screen:

1. Tap the customer record. You can change any of the information displayed on the Customer Details screen.

2. Tap Save, then Done.

Q: How do I create a payment method for a customer?

A: On the Customers screen:

1. Tap to open a customer record.

2. Select the Payment Method tab with using < > .

3. Select + Add card.

For more information, see the “Add a Payment Method” section in this guide.

Q: How do I set a customer's default payment method?

A: On the customer’s Payment Method tab, select the Set to Default checkbox so that a checkmark displays in the box.

Q: How do I create a recurring schedule for a customer?

A: On the Customer Details screen:

1. Tap the right arrow ( > ) to select the Recurring Schedule tab.

2. Tap + Add Plan.

3. Fill in and select the desired options for the recurring schedule.

4. Tap the Save Changes button.

Q: How do I delete a customer's payment method?

A: On the Customer Details screen:

1. Tap the right arrow ( > ) to access the Payment Method tab.

2. Next to the payment method, tap on the ellipsis icon ( … ) and select Remove card.

Note: Deleting the sole payment method for a customer will cause any associated recurring schedules to be deactivated. The system will warn you if you attempt to do this.

Q: How do I deactivate or delete a customer's recurring schedule?

A: On the Customer Details screen:

1. Tap the right arrow ( > ) to access the Payment Method tab.

2. If the customer has more than one schedule, scroll through the list to find the relevant one.

3. Tap the ellipsis icon ( … ) for the schedule and select Deactivate, Preview, or Remove.

Q: How do I view a customer's recurring schedule(s)?

A: In the customers module:

1. Tap the customer record.

2. Tap the right arrow ( > ) to access the Recurring Schedule tab.

Recurring Schedule Questions

Q: How do I create a recurring schedule?

A: From any of the main screens:

1. Tap Customers in the bottom navigation bar, and select the customer you wish to create a recurring schedule for.

2. Click the arrows ( < > ) to scroll to recurring schedules, and click Add Plan.

3. Fill in and select options for the recurring schedule.

4. Tap the Save button.

Q: How do I deactivate or delete a recurring schedule?

A: From any of the main screens:

• Tap More in the bottom navigation bar, and select Recurring Schedules in the main menu.

• Tap the relevant schedule to open it.

• Tap the ellipsis icon ( … ) and select Deactivate or Delete.

Q: How do I edit a recurring schedule?

A: On any of the main screens:

1. Tap More in the bottom navigation bar, and select Recurring Schedules in the main menu.
2. Tap the relevant schedule to open it.

3. Make the changes to the fields

4. Tap Save changes.

Q: How do I create a transaction from an existing recurring schedule?

A: Form any of the main screens:

1. Tap More in the bottom navigation bar:
2. Locate the relevant schedule in the list and tap on its ellipsis icon ( … ).

3. Select New Transaction. The New Transaction screen will display with the associated fields populated.

Payment Method Questions

Q: How do I view the payment method(s) for a customer?

A: On the Customer Details screen, tap the right arrow icon ( > ) to access the Payment Method tab.

Q: How do I create a payment method for a customer?

A: Form the Customer Details screen:

1. Tap the right arrow icon ( > ) to access the Payment Method tab.

2. Tap + Add card.

3. Fill in the payment detail fields.

4. Tap Save Changes.

Q: How do I delete a customer's payment method?

A: Form the Customer Details screen:

1. Tap the right arrow ( > ) to access the Payment Method tab.

2. Next to the payment method, tap on the ellipsis icon ( … ) and select Remove card.

Note: Deleting the sole payment method for a customer will cause any associated recurring schedules to be deactivated. The system will warn you if you attempt to do this.

Q: How do I change a customer's payment method?

A: From the Customer Details screen:

1. Tap the right arrow ( > ) to access the Payment Method tab.

2. Tap the payment method to open it for editing.

3. Change the payment details.

4. Tap Save changes.

Q: How do I set the default payment method for a customer?

A: In the customer’s Payment Method tab, select the Set to Default checkbox so that a checkmark displays in the box.