Cardknox Mobile App

Overview

With the Cardknox app, you can accept customer payments on your Android or iOS smartphone device. You can also process refunds, voids, and other transactions. Additionally, you can add customers, payment methods, and recurring schedules.
The information you add on the Cardknox app, including transactions, are synced to the Cardknox Merchant Portal (which you access via a browser on your computer). So even when you’re on the go, you can still keep up with all the business of your business!

Get Started

To get started, you need to download the Cardknox mobile app. Where you download the mobile app depends on your phone’s operating system: iOS or Android.

Download the App

On your smartphone, download the Cardknox 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, you can log in using your existing Cardknox username and password. If you are not yet a Cardknox user, you can register here.

Set the Desired Account

If you work with multiple accounts, it’s important to set the account before you begin making transactions. To do this, tap the pink down arrow (upper right of the screen) and select the desired account from the dropdown list.
Tap to display available accounts

Log Out

To log out:
  1. 1.
    Tap the pink down arrow:
  2. 2.
    Tap on Logout in the upper right corner.

Navigate in the App

When you first log in, you’ll see the New Transaction screen. To access other areas of the mobile app:
  1. 1.
    Tap Transactions in the upper left corner
2. On the bottom nav bar, tap Transaction, Customers, or Recurring Schedules.
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 screens (Transactions, Customers, and Recurring Schedules) includes a filter icon:
Filter Icon
  1. 1.
    Tap the filter icon to see a list of options. (The example below shows the Transactions filters.)
  2. 2.
    Tap a filter to select it. Depending on the type of filter, you need to either type in 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. 1.
    Tap the Apply button to apply the specific filter.
  2. 2.
    If you want to, you can select more filters to use.
  3. 3.
    Tap Done (upper left corner) to view the filtered list.

Remove Filters

If you have applied any filters, the mobile app displays them at the top of the list:
Tap X on the filter to remove it.
OR
To remove all filters, tap Clear Filters.

View Account

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

Process a Transaction

This section explains how to perform charges, refunds, and other transactions (like Auth Only, Gift:Issue, Gift: Redeem).
Note: If you prefer, you can start a refund on the Transaction Details screen, which auto-fills many fields for you.
  1. 1.
    Go to the New Transaction screen. To get there, tap the small Cardknox icon at the top center:
Start new transaction icon:
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 on Customer Details, the app automatically fills in the customer information. For more information, see “Process a Transaction (Customer Details).“
  1. 1.
    Type in the amount in the center of the screen.
  2. 2.
    If this is not a charge, change the correct transaction type in the bottom Charge field.
  3. 3.
    Tap Continue.
  4. 4.
    Fill in the remaining fields that are displayed. Required fields are noted on the screen.
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.
  1. 1.
    Tap the Process Transaction button. After processing, the app displays a success message:
  2. 2.
    Tap Done to finish.
OR
Tap Signature to obtain the customer’s signature via the phone screen:
a. Ask the customer to sign in the gray box.
b. Tap the Complete button to accept the signature.

Transactions

To go to the main Transactions screen, do either of the following:
  • On the New Transaction screen, tap Transactions in the upper left corner.
  • On other screens, tap Transactions on the bottom nav bar:
Note: The bottom nav bar is visible on the main screens: Transactions, Customers, and Recurring Schedules.
By default, the last seven days of transactions are displayed, sorted with the most recent at the top.
ICONS:
Start a new transaction.
Filter the transaction list.
Start a new transaction.
On the Transactions screen, you can:
  • Change the date ranges for the transactions list (Last 7 days, last 60 days, etc.).
    • Tap Last 7 days. Tap one of the other time periods (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.
  • Start a new transaction.
    • Tap the large plus button in the center of the screen.

Transaction Details

On the main Transaction screen, tap a transaction to view its details.
ICONS:
Start a new transaction.
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 on the pop-up, and tap Send.

Void a Transaction

Tap the Void button. The mobile app displays a message asking you to confirm the void transaction. Tap the Void button on the confirmation message.

Refund (Transaction Detail)

  1. 1.
    Tap the Refund button.
  2. 2.
    On the Refund screen, select Full Refund or Partial Refund.
  3. 3.
    If this is a Partial Refund, type in the refund amount.
  4. 4.
    To add any notes to the refund, tap on the Description field and type.
  5. 5.
    Select the Send receipt checkbox to send a refund receipt to the customer.
  6. 6.
    If you’ve selected Send receipt, type in the email address below.
  7. 7.
    Tap the Refund button.

Adjust

  1. 1.
    Tap the Adjust button on the Transaction Details screen to make changes to the: - Transaction description - Order ID - Custom fields 01 - 03
  2. 2.
    After making changes, tap the Save button in the upper right corner.

Email a Transaction Receipt

  1. 1.
    From the Transaction Detail screen, tap the envelope icon in the upper right corner:
    Tap to email a receipt
  2. 2.
    The mobile app displays a pop-up:
  3. 3.
    Fill in the Email field.
  4. 4.
    Select the checkbox to receive a copy of the receipt via email.
  5. 5.
    Tap the Send button.

Customers

To see a list of customer records, from any of the main screens, tap Customers on the bottom nav bar:
Note: To get to Customers from the New Transactions screen, tap Transactions in the upper left corner, then tap Customers on the bottom nav bar.
ICONS:
Start a new transaction.
Filter the transactions list.
Add a new customer.
Displays the New Transaction and Delete commands.
On the Customers screen, 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 OR tap the silhouette icon in the upper right corner. 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.
  • Delete a customer record.
    • Tap the ellipsis icon ( … ) on the customer record and select Delete.

Add a Customer

  1. 1.
    On the Customer screen, tap the large plus sign or silhouette icon in the upper right:
The app displays a blank Customer screen:
  1. 1.
    Fill in the customer details. If desired, scroll down to type in the payment method and create a recurring schedule.
  2. 2.
    Tap the Save button.

Customer Details

To view or change customer details, on the Customer screen, tap on a customer.
ICONS:
Start a new transaction.
Delete customer.
Start a new transaction for the currently displayed customer.
Access other detail tabs (Payment Methods, Recurring Schedules, Transaction History)
On the Customer Details screen, you can:
  • Edit the customer record, including Customer Information, Payment Methods, Recurring Schedules, and Transaction History.
    • Tap on the left and right arrows ( < > ) to move through the tabs. Separate tasks are explained later in this section.
Payment Methods:
  • Add a payment method for the customer.
    • Go to the Payment Method tab. Select + Add card. For more information, see the “Add a Payment Method” section below.
  • 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 so that a checkmark appears in the box.
Transactions:
  • Process a transaction for the customer.
    • Tap the plus sign ( + ) in the upper right corner.
  • View the past 90 days of transactions for a customer.
    • Tap the left or right arrows to go to the Transaction History tab.
  • Delete the customer.
    • Tap the trashcan 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.

Add a Payment Method

  1. 1.
    Tap the right arrow ( > ) to go to the Payment Method tab.
  2. 2.
    Tap + Add Card. The app opens the fields for adding new payment method information.
  3. 3.
    If this is to be the default payment method, tap the Set to Default checkbox; make sure a check appears in the box.
  4. 4.
    Fill in the payment details.
  5. 5.
    Tap the Save changes button.
Note: If you decide to not create the payment method, tap the ellipsis icon ( … ) and select Discard Changes.

Process a Transaction (Customer Details)

  1. 1.
    On the Customer screen, tap on the customer.
  2. 2.
    In the upper right corner, tap the plus sign ( + ). The app opens the New Transaction screen with the customer’s information and payment method already filled in.
  3. 3.
    In the top-center of the screen, type in the amount of the transaction.
  4. 4.
    Directly below the amount, if you want to change or add a payment method:
    1. 1.
      Tap on the field below the amount to display a pop-up:
    2. 2.
      Tap Add New Card OR select a different payment method.
    3. 3.
      For a new card, fill in the Card number, Exp. Date, and CVV fields.
    4. 4.
      Tap Done to save the payment method.
  5. 5.
    If the transaction is a type other than Charge (the default setting), tap on Charge and select a different transaction type.
  6. 6.
    Tap Apply.
  7. 7.
    Tap on Advanced Options to add or change information like invoice, PO number, billing information, or shipping information.
    1. 1.
      After editing Advanced Options, tap Back (upper left corner) to return to the previous screen.
  8. 8.
    To sent 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. 9.
    Tap the Process Transaction button. When done, the app displays a message that confirms the transaction’s status and provides a link to view the transaction details.

Recurring Schedules

To see a list of recurring schedules, from any of the main screens, tap More on the bottom nav bar, and select Recurring Schedules in the menu:
Note: To get to recurring schedules from the New Transactions screen, tap Transactions in the upper left corner, then tap Recurring on the bottom nav bar.
ICONS:
Start a new transaction.
Filter the recurring list.
Start a new transaction.
On the Recurring screen, 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 plug sign in the bottom center of the screen. For more information about adding customers, “Add a Customer” earlier in the guide.

Recurring Schedule Details

When you tap on a recurring schedule, the app displays its information on the Recurring Schedules tab of the Customer Details screen:
Start a new transaction.
Delete customer.
Start a new transaction for the currently displayed customer.
Access other detail tabs (General Information, Payment Methods, Transaction History)
Displays 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.
  • 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 currently 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 on the Customer Details screen:
  1. 1.
    Tap the right arrow ( > ) to display the Recurring Schedule tab.
  2. 2.
    Tap + Add Plan. The app displays fields for entering the schedule details.
  3. 3.
    Fill in and select options to define the specific recurring schedule.
  4. 4.
    Tap the Save Changes button.

Dashboard

From the Charges/Refund screen, tap Dashboard in the footer menu. This part of the mobile app enables you to:
  • View overall revenue with category breakdown
  • 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 up for 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, showing you recent transactions.
​
The Dashboard categories displayed are the following:
  • Gross Revenue
  • Transaction Activity
  • Sales Summary
  • Credit Summary

FAQs

General Questions

Q: How do I log out of the mobile app?
A: On the New Transaction screen:
  1. 1.
    Tap the pink down arrow:
  2. 2.
    Tap on Logout in the upper right corner.
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 filters above the transactions list. Tap the X on the filter to remove it. Or, to remove all filters, tap Clear Filters.
Tap to display available accounts
Q: How do I filter a list of transaction, customers, or recurring schedules?
A: On the Transactions screen:
  1. 1.
    Tap the filter icon in the upper right corner:
  2. 2.
    Select or type in filter criterial.
  3. 3.
    Tap Apply to apply the criteria.
  4. 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 alternate transaction type:
  1. 1.
    Tap the Cardknox icon at the top of the screen:
  2. 2.
    At the bottom of the screen, tap on Charge and select a different transaction type.
  3. 3.
    Tap the Continue button.
Q: How do I process a sales transaction?
A: Type in an amount, tap Charge, fill in the fields, and tap Process Transaction.
Q: How do I refund a customer?
A: You can refund a customer 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. 1.
    Go to the Transaction Details screen for the transaction you want to void.
  2. 2.
    Tap the Void button.
  3. 3.
    When the mobile app asks you 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. 1.
    Tap Transactions.
  2. 2.
    Tap the transaction for which you want to see detail.
Q: How do I email a transaction receipt to a customer?
A: From the Transaction Detail screen:
  1. 1.
    Tap the envelope icon in the upper right corner:
  2. 2.
    Fill out the fields on the pop-up.
  3. 3.
    Tap the Send button.

Customer Questions

Q: How do I create a customer?
A: On the Customers screen, tap the large plus sign in the bottom center of the screen.
OR
Tap the silhouette icon in the upper right corner.
For more information on adding a new customer, see “Add a Customer” in this guide.
Q: How do I delete a customer?
A: On the Customers screen, tap the ellipsis icon ( … ) on the customer record and select Delete.
OR
If you have the Customer Details screen open, you can tap the trashcan icon to delete.
Q: How do I change customer information?
A: On the Customers screen:
  1. 1.
    Tap the customer record. You can change any of the information displayed on the Customer Details screen.
  2. 2.
    Tap Save, then Done.
Q: How do I create a payment method for a customer?
A: On the Customer screen:
  1. 1.
    Tap to open a customer record.
  2. 2.
    Go to the Payment Method tab with < > .
  3. 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. 1.
    Tap the right arrow ( > ) to go to the Recurring Schedule tab.
  2. 2.
    Tap + Add Plan.
  3. 3.
    Fill in and select options for the recurring schedule.
  4. 4.
    Tap the Save Changes button.
Q: How do I delete a customer's payment method?
A: On the Customer Details screen:
  1. 1.
    Tap the right arrow ( > ) to go to the Payment Method tab.
  2. 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. 1.
    Tap the right arrow ( > ) to go to the Payment Method tab.
  2. 2.
    If the customer has more than one schedule, scroll through the list to find the relevant one.
  3. 3.
    Tap the ellipsis icon ( … ) for the schedule and select Deactivate or Delete.
Q: How do I view a customer's recurring schedule(s)?
A: On the Customer screen
  1. 1.
    Tap the customer record.
  2. 2.
    Tap the right arrow ( > ) to go to the Recurring Schedule tab.

Recurring Schedule Questions

Q: How do I create a recurring schedule?
A: On any of the main screens:
  1. 1.
    On the bottom nav bar, tap Recurring:
  2. 2.
    Tap the large plus sign in the bottom center of the screen:
  3. 3.
    Fill in and select options for the recurring schedule.
  4. 4.
    Tap the Save button.
Q: How do I deactivate or delete a recurring schedule?
A: On any of the main screens:
  1. 1.
    On the bottom nav bar, tap
Recurring:
  1. 1.
    Tap the relevant schedule to open it.
  2. 2.
    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. 1.
    On the bottom nav bar, tap
Recurring:
  1. 1.
    Tap the relevant schedule to open it.
  2. 2.
    Make changes to the fields.
  3. 3.
    Tap
Save changes.
Q: How do I create a transaction from an existing recurring schedule?
A: On any of the main screens:
  1. 1.
    On the bottom nav bar, tap
Recurring:
  1. 1.
    Locate the relevant schedule in the list and tap on its ellipsis icon ( … ).
  2. 2.
    Select
New Transaction. The app opens the New Transaction screen 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 go to the Payment Method tab.
Q: How do I create a payment method for a customer?
A: On the Customer Details screen:
  1. 1.
    Tap the right arrow icon ( > ) to go to the Payment Method tab.
  2. 2.
    Tap + Add card.
  3. 3.
    Fill in the payment detail fields.
  4. 4.
    Tap Save Changes.
Q: How do I delete a customer's payment method?
A: On the Customer Details screen:
  1. 1.
    Tap the right arrow ( > ) to go to the Payment Method tab.
  2. 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: On the Customer Details screen:
  1. 1.
    Tap the right arrow ( > ) to go to the Payment Method tab.
  2. 2.
    Tap the payment method to open it for editing.
  3. 3.
    Change any of the payment details.
  4. 4.
    Tap Save changes.
Q: How do I set the default payment method for a customer?
A: On the customer’s Payment Method tab, select the Set to Default checkbox so that a checkmark displays in the box.
Last modified 3mo ago