CardX Quick-Start Checklist

Welcome to the CardX family! We’re delighted to help you start accepting payments and keeping more money from your sales.

This checklist will walk you through the basics of getting CardX set up at your business. As you work through the steps, you can add, update, and delete notes along the way. Each time you check off a task, there’s a fun “celebration.”

We’ve tried to make the set up process quick, easy, and fun! But if you have any questions along the way or run into issues, we’re here to help. Feel free to reach out to our customer support team at (877) 885-2097 or email us at support@cardx.com. We’ll be glad to give you a hand!

Congratulations on taking this first step—you’re well on your way to growing your business with CardX!

Open the box.

Your welcome box has everything you need to start accepting CardX payments. In this box, you'll find a custom terminal, the CardX Getting Started Guide, CardX signage, receipt paper, an ethernet cord, and a power cord.

Set up the CardX unit.

Plug the ethernet and power cords into the terminal. Post the CardX signage at your store entrance and at the point of sale. You’ll need to make sure your signage is clearly visible for compliance reasons.

After you signed up for CardX, our customer support team sent you a username and temporary password. You’ll need these to log into the CardX virtual terminal. If you can’t find them, please check your spam folder or email us. On your computer, navigate to the CardX virtual terminal. Once you log in, you’ll be prompted to set a new password.

Set up email receipts.

On the Merchant Administration page, click Email Management. In the email field, type in the email address you want to send receipts from. Then click “Configure Email” to confirm your choice.

Process a sale with CardX.

This is the moment we’ve been working toward! Navigate to the payment processing page in the Merchant Administration area and enter the card information. You can also use the magnetic stripe card reader, if you prefer. Make sure to enter the cardholder name, card number, expiration date, and sale amount. You can add in any additional information in the corresponding fields, but please make sure to leave the “Order ID” field blank. From there, enter the billing information; the zip code and state fields are required. You can then print a receipt or send an email receipt to the customer.

Learn about other CardX features.

CardX comes with a lot of features to meet your business needs, and you’ll likely want to know all of them. With CardX, you can review reports of past transactions, process refunds and void sales, add new sub-users, or reset your password. You can read more about these options in the CardX Getting Started Guide. And remember, if you ever need anything, we’re here to help!