Payment Integrations

Apple Pay and Google Pay have simplified the payment process on order forms, offering faster and more secure transactions for customers. This guide provides instructions on enabling and resolving common issues with Apple Pay and Google Pay on your order forms. Steps to Activate Apple Pay and Google Pay in Your CRM To get started with integrating Apple Pay and Google Pay in your CRM (Customer Relationship Management) system, follow these steps: 1. Set Google Pay as a Primary Option: Stripe, a popular payment processor, allows you to make Google Pay the primary payment method alongside credit cards. Head to the CRM’s integration page to configure this setting. 2. Register Your Domain for Apple Pay via Stripe: If you want to offer Apple Pay, you must register your domain with Stripe to ensure it appears on your CRM. Make sure to toggle the Apple Pay integration setting to "on." 3. Show Apple Pay and Google Pay at Checkout: Once set up, both payment methods will be visible on your order forms, alongside the usual credit card options. 4. Support for Subscriptions and Upsell Offers: Apple Pay and Google Pay are compatible with recurring payments and upsell transactions, providing flexibility for customers seeking repeat purchases or subscriptions. 5. Enable PayPal as an Extra Payment Option: If you wish to offer PayPal as an additional payment choice, this can be done in the Payments > Integrations section of your CRM. Factors Influencing Apple Pay and Google Pay Availability Several factors affect whether customers can see and use Apple Pay or Google Pay: Regional Support: The customer must be in a region where Apple Pay or Google Pay is supported. Linked Payment Accounts: Customers must have linked a valid payment method to their Apple or Google accounts. Compatible Browsers for Apple Pay and Google Pay To use these digital payment methods through your CRM, customers need to access certain browsers: Chrome (Desktop or Android) Safari (macOS or iOS) Microsoft Edge (Windows) Note: These options are only available in Version 2 Funnels. Please consult the relevant article for guidance on upgrading from Version 1 to Version 2. If customers cannot see Apple Pay or Google Pay, it may be due to browser incompatibility, unsupported regions, or missing linked payment methods in their accounts. Troubleshooting Apple Pay Issues Check Payment Toggle: Ensure that the toggle for Apple Pay and Google Pay is activated in your CRM and that Stripe is properly connected. Verify Regional Availability: Confirm that Apple Pay is available in your customer’s region. Register Your Domain with Stripe: Ensure your domain is registered with Stripe under the Web Domains section of your dashboard. If it isn’t listed, add it manually or reach out to support for help. Host an Apple Pay Domain Association File: You must host an Apple Developer Merchant ID Domain Association file, accessible via a URL like https://example.com/.well-known/apple-developer-merchantid-domain-association. Ensure Device and Browser Compatibility: Apple Pay works on certain browsers and devices. Confirm that customers are using compatible platforms, such as Safari on iOS or macOS, and that their bank supports Apple Pay. Google Pay Troubleshooting Guidelines Check Activation Toggle: Similar to Apple Pay, ensure Google Pay is enabled in your CRM settings. Confirm Regional Support: Verify whether Google Pay is available in your customer’s location. Browser Compatibility Check: Google Pay works best with Google Chrome and Safari. Ensure customers are using one of these browsers. Valid Payment Card: Customers must have a valid card linked to their Google Pay account. Frequently Asked Questions Will there be any changes in transaction reporting? No, payments made with Apple Pay or Google Pay are processed the same way as credit card transactions through Stripe, and they will appear in your order and transaction reports as usual. Are the transaction fees for Apple Pay or Google Pay different from credit cards? No, the fees for Apple Pay and Google Pay transactions are the same as those for credit card payments processed by Stripe. Can I offer Apple Pay and Google Pay if I use PayPal as my payment gateway? No, these payment options are only available through Stripe Connect for Version 2 Funnels. Can I enable other payment methods, such as ACH or bank redirects? Currently, only Apple Pay and Google Pay are supported through Stripe, but additional methods may become available later in 2023.

Effortlessly manage or update your Stripe details in the Payment Integrations section. Keep your Stripe account details up-to-date in the Payment Integrations section. Additionally, always verify whether you’re in live or test mode to ensure smooth transactions. Activating Stripe for Real Transactions Enable Stripe’s live mode when you're prepared to start handling real customer payments. This setting ensures your payment system is fully functional, providing your customers with a smooth purchase process. When live mode is active, you can seamlessly accept payments, oversee order fulfillment, and manage your online store operations efficiently. Using Stripe Test Mode for Safe Simulations When testing new products or setups, utilize test mode to prevent any accidental charges. In this mode, you can simulate transactions to confirm that your payment system and product setup are correct, all without processing actual payments. Test mode helps you identify any potential problems before they impact your customers, keeping your business safe from unintended costs during testing. Setting Up Google and Apple Pay with Stripe If you want to offer Apple Pay or Google Pay as payment options, Stripe makes it straightforward. These methods will appear alongside credit card options during checkout by default. To enable them, visit the integrations page, activate the toggles, and register your domains with Stripe. Once set, Apple Pay and Google Pay will integrate with your branded domain for features like Invoices, Text2Pay, and Payment Links. Payments made via these methods will be tracked in the Orders and Transactions table. How to Connect or Disconnect Stripe To link your Stripe account, head to the Payment Integrations section and select the "Connect with Stripe" button. You’ll be redirected to a page where you can follow the steps to complete the connection by entering your email and password. Once done, you’ll be able to process payments via Stripe. If your Stripe account is already connected and you wish to remove it, a "Disconnect" button will be available, allowing you to easily disable the integration.

This guide will walk you through the process of linking QuickBooks with your CRM software. By doing this, you can eliminate the need for manually entering contact information into your CRM whenever a new contact is created in QuickBooks. Once the systems are connected, any new contacts added to QuickBooks will automatically sync with your CRM, and a review request will be sent after payment is received. Features of the QuickBooks Integration: Automatically syncs newly added contacts from QuickBooks to your CRM. Sends review requests to customers after their payment is processed, without requiring additional automation (applicable to the first invoice only). Generates sales receipts within QuickBooks when payments are made in your CRM for order forms, subscriptions, memberships, or calendar transactions. Instantly creates invoices in QuickBooks when marked as sent within the CRM, synchronizing any updates made later, and marks the invoice as paid in QuickBooks once payment is received in the CRM. Automatic Sales Receipts Creation: Applies to payments made through order forms, calendars, or recurring subscription payments. If the customer already exists in QuickBooks with the same email used during the transaction, the sales receipt will be updated for that customer. If the customer does not exist in QuickBooks, a new customer profile will be created using the email address associated with the transaction. One-Way Invoice Sync from CRM to QuickBooks: A replica of the sent invoice, including taxes and discounts, will be generated in QuickBooks to ensure smooth accounting synchronization. Any updates to the invoice within the CRM, such as status changes (e.g., paid or voided) or additional discounts, will be reflected in QuickBooks. Only new invoices created after the integration will sync with QuickBooks; previously existing invoices will not be synced. If a customer exists in QuickBooks with the same email as the transaction, the corresponding sales receipt will be updated. If not, a new customer profile will be created. Important Notes: After integration, only newly added leads will sync as contacts in your CRM, and it may take up to five minutes for new contacts to appear. To add older contacts from QuickBooks, export them and then import them into the CRM using a CSV file. Steps to Integrate QuickBooks: 1. Go to Settings > Integrations, then click the QB Connect button. 2. Log into QuickBooks and grant the necessary permissions. 3. Click Connect to finalize the integration. 4. Once connected, you'll see an option to disconnect the QuickBooks account if needed. Note: There's an option to automatically send review requests, which can be enabled under the QuickBooks integration icon.

Important Note: Access to some features may depend on your user permissions. Within the Payments section of your CRM, under Integrations, you have the ability to link accounts with NMI, Authorize.Net, Stripe, or PayPal. This allows you to accept payments and charge customers directly from your CRM platform. NMI (Network Merchants Inc.) Integration NMI is a highly respected payment gateway that offers flexible solutions for businesses to process payments securely. Through NMI, you can accept payments via credit cards and eChecks across various platforms, including websites, mobile apps, and in-person systems. Steps to Connect NMI Payments: NMI supports payments for order forms, invoices, and Text2Pay links. Follow these instructions to integrate NMI with your CRM: 1. Set up NMI: 2. Provide your Gateway ID, Security key, and Public key to establish the connection: Gateway ID Security Key Public Key If you don’t have these keys, follow NMI's instructions to obtain them. Once ready, head to Payments > Integrations in your subaccount, input the keys, and click Save.  To use this feature, ensure your system is updated to Funnels version 2. Authorize.Net Setup Authorize.Net provides a secure and efficient way to handle online payments, offering features like recurring billing and mobile compatibility. It also integrates smoothly with various e-commerce platforms to create a streamlined payment experience. How to Set Up Authorize.Net for Your CRM: Ensure that your browser and country are supported. You'll need both Sandbox and Live API keys, which you can access through the Merchant Interface. For Sandbox keys, log in to the Sandbox Merchant Interface. For Live keys, log in to the Live Merchant Interface. For more details on Sandbox vs. Live modes, click here. Next, go to Payments > Integrations and click the Connect button.  Enter your API keys into the relevant fields. Use the Live fields for real transactions and the Sandbox fields for testing. Once the keys are entered, click Save.  If you have multiple payment gateways connected, make sure Authorize.Net is set as the default by clicking the Set as Default button. The button will turn dark blue when it is selected.  Connecting Stripe for Payments Stripe allows you to manage payments directly in your CRM, helping you efficiently handle transactions for products and services. With Stripe, you can also configure funnels, send Text2Pay links, and issue invoices. Steps for Setting Up a Stripe Account: 1. Go to Payments > Integrations and click Connect to begin the Stripe integration process. 2. Enter your email and follow the prompts to create a password and secure your account using your phone number.  Secure with Mobile Number Add your phone number here to secure your account. You need to verify the mobile number. You can also use an Authenticator  app or security key to secure your account. Once your account is secured, you'll receive this code to download or copy and save it somewhere as an emergency backup code in case your device gets lost or stolen before moving to the next step. 3. Verify your email, fill in your personal and business details, and link your bank account for seamless payouts. Integrating PayPal for Transactions If you already use PayPal to accept payments, you can easily integrate it into your CRM. This will streamline your payment processing and allow you to manage transactions directly from your CRM. Switching PayPal to Live Mode: When you're ready to start accepting real payments, activate Live Mode to process actual transactions. This feature ensures that your payment system is fully operational for handling customer purchases. You’ll need to input your Client ID and Secret ID. If you’re unsure where to find them, you can search online or contact your CRM administrator. Remember to save your credentials once you’ve entered them to avoid losing any information.  Using Sandbox Mode: For testing purposes, use Sandbox Mode to prevent accidental charges. Sandbox Mode simulates transactions, allowing you to test your setup without processing real payments.

AuthorizePro is an advanced online payment gateway designed to provide businesses with robust security features, safeguarding sensitive information during transactions. Its high-level encryption and consistent uptime ensure that businesses of all sizes can handle payments efficiently and securely. Additionally, it offers diverse functionality, such as automated billing for businesses with recurring services, mobile-friendly options, and seamless integration with leading e-commerce platforms. These features combine to deliver a smooth and efficient payment experience for users. Comparison of Leading Payment Platforms When choosing the ideal payment platform for your business, leading options like Stripe, PayPal, and AuthorizePro are worth considering. Here's a breakdown: Stripe: Ideal for online startups and tech-savvy businesses, Stripe offers a flexible, developer-friendly platform with custom integration options and transparent pricing models. PayPal: A global leader in payment processing, PayPal provides a secure gateway, invoicing features, and support for recurring payments, making it a popular choice for businesses worldwide. AuthorizePro: Known for its long-standing reputation in secure payments, AuthorizePro offers a comprehensive suite of features such as fraud protection and mobile compatibility. The right payment processor depends on the unique needs of your business, including the types of payments you handle, your audience, and budget constraints. It's essential to evaluate the specific features, fees, and customer support of each platform before making a decision. ? Important Notice: Fee Information and Further Details Please note that the fee data mentioned in this article is accurate at the time of publication. For the most up-to-date pricing details, it is recommended to visit the official pricing pages for the following options: Stripe PayPal AuthorizePro Requirements for Utilizing AuthorizePro AuthorizePro is a payment gateway that supports merchants in the U.S., Australia, and Canada. It also allows transactions in multiple currencies, making it a suitable option for international businesses. To ensure AuthorizePro fits your business needs, visit their official website to confirm that your browser is compatible before integrating the platform into your operations. You can verify the browser version you're using through the "Help" or "About" sections within the respective browsers: Chrome Edge Firefox Safari If an unsupported browser version is detected when accessing the Merchant Interface on AuthorizePro, specific error messages may appear, depending on the browser. How to Integrate AuthorizePro as a Payment Gateway Once you've confirmed your browser compatibility and that your business operates in a supported country, you'll need to acquire both Live and Sandbox API keys from AuthorizePro. For Sandbox API keys, log into the Sandbox Merchant Interface, and for Live API keys, access the Live Merchant Interface. Click here to learn more about Sandbox vs. Live Mode in AuthorizePro. Next, head to the "Payments" section within Integrations and enter the three API keys obtained from your Merchant Interface in AuthorizePro. You should input the Live API keys into the corresponding live fields. Sandbox Mode If you’re using Sandbox API keys, input them into the designated Sandbox fields for testing purposes. Save Your Settings After entering the appropriate API keys, click the "Save" button to complete the process. Set as Default Payment Gateway After saving, you’ll be prompted to set AuthorizePro as your default payment gateway. Choosing "Cancel" will still integrate AuthorizePro but without making it the default. Clicking "Confirm" will both integrate and set it as the default gateway. ? Please Note: You are not required to disconnect Stripe to connect AuthorizePro. Both gateways can be connected simultaneously. However, since multiple gateways are available, you must designate a default gateway for payment processing. PayPal can also function alongside AuthorizePro/Stripe within your order forms, depending on which is set as the default. Additional Tips for Using AuthorizePro If AuthorizePro is selected as your default gateway, other systems such as memberships or SaaS payment links will continue to process payments through Stripe. Any ongoing subscriptions or pending transactions linked to Stripe will remain unaffected as long as the Stripe connection is maintained. It’s recommended to keep all gateways connected, with the default setting directing new transactions through your chosen payment gateway. ? Please Note: The following test cards can be used for AuthorizePro integrations. Any future expiration date can be used, and the CVC can be any 3- or 4-digit number: 4007000000027 (Visa) 4012888818888 (Visa) 4111111111111111 (Visa) 370000000000002 (American Express) 5424000000000015 (Mastercard) 2223000010309703 (Mastercard) 6011000000000012 (Discover) 3088000000000017 (JCB) 38000000000006 (Diners Club/Carte Blanche) NMI (Network Merchants Inc.) Integration Setup NMI is a leading payment gateway provider, offering secure and efficient solutions for processing online transactions. NMI supports credit card and eCheck payments through various channels, including websites, mobile apps, and in-person point-of-sale systems. Enabling Payments Through NMI NMI integration supports payments through order forms, invoices, and Text2Pay links. To enable the integration: Enable NMI in the Labs section under your account settings by toggling the feature on in the Beta Labs tab. Acquire the necessary Gateway ID, Security Key, and Public Key. Once you have these keys, navigate to "Payments" > "Integrations" within your account, enter the keys in their respective fields, and click "Save." ? Please Note: Funnels Version 2 is required to utilize this feature. NMI Payment Gateway Features NMI offers a wide array of features for merchants, including: Support for various currencies and payment methods, enabling global reach. Tokenization and encryption to secure sensitive payment information. Fraud prevention tools such as AVS (Address Verification System) and CVV (Card Verification Value) to block suspicious transactions. A customizable checkout experience to align with your business’s branding. Recurring billing and subscription management capabilities. Easy integration with various e-commerce platforms via APIs and plugins. Reporting and analytics tools for detailed transaction insights. A customer vault for securely storing payment information for recurring payments.

Network Merchants Inc. (NMI) is a leading provider of payment gateway solutions, helping businesses securely and efficiently handle online transactions. With NMI, merchants can process credit card and eCheck payments across multiple channels, including websites, mobile apps, and physical point-of-sale systems. How to Activate NMI Payments NMI integration supports payments through order forms, invoices, and Text2Pay links. Follow these steps to get started: Activating NMI in Beta Labs Navigate to Settings in your sub-account. Open the Labs tab and enable NMI under the Beta Labs section. Input Required Credentials To link NMI, you will need: Gateway ID Security key Public key Once you have these credentials, go to Payments > Integrations in your sub-account, fill in the necessary details, and click Save. Note: Funnels version 2 is required for this feature. Key Features of NMI Payment Gateway NMI offers various functionalities to enhance payment processing: Support for Multiple Currencies and Payment Methods: Accept payments in various currencies to accommodate international customers. Secure Transactions via Tokenization and Encryption: NMI secures cardholder data using cutting-edge encryption and tokenization, minimizing fraud risks. Advanced Fraud Detection Tools: With tools like Address Verification System (AVS) and Card Verification Value (CVV), NMI helps prevent fraudulent transactions. Customizable Checkout Options: Tailor the appearance of your checkout page to align with your brand's design. Recurring Billing and Subscription Management: Simplify recurring payments with built-in subscription management features. Versatile Integration Options: NMI can be easily integrated with various platforms via APIs or pre-built plugins. Comprehensive Reporting and Analytics: Gain insights into your transactions with robust reporting tools. Customer Payment Vault: Store customer payment details securely for future transactions and recurring payments. Frequently Asked Questions on NMI Integration Where Can I Use NMI for Payments? NMI is available for processing payments through order forms in Funnels version 2, invoices, and Text2Pay links. Do I Need to Create New Products for NMI? No, you only need to set up products under Payments > Products. Products already integrated with Stripe or PayPal will work with NMI without additional synchronization. What Payment Methods Does NMI Support? Currently, NMI only supports credit and debit card payments. Apple Pay, Google Pay, and eCheck are not available. Is 3DS (Three-Domain Secure) Supported by NMI? No, NMI does not support 3DS payments. Can I Offer Google Pay/Apple Pay with NMI? No, Google Pay and Apple Pay are only available via Stripe, and only one gateway can be selected as the default for processing order form payments. Does NMI Support Recurring Purchases? Yes, recurring purchases are supported. You can track these under Payments > Subscriptions and view transaction details in the Orders and Transactions section. Do I Need to Disconnect Stripe to Use NMI? No, you can connect both gateways. However, you must designate one as the default gateway for order form payments. What Is a Default Gateway? When multiple gateways are connected, you must select a default payment processor. PayPal can still function alongside your default gateway. Why Isn’t PayPal Listed as a Default Gateway? PayPal works in conjunction with credit card gateways like Stripe, NMI, or Authorize.net. You need to choose one of these as the default. Will All Payments Be Processed Through NMI If It Is Set as Default? NMI will handle payments for invoices, Text2Pay links, and order forms, while other areas such as calendar and membership payments will continue to use Stripe. How Can I Cancel a Subscription Created Through NMI? You can cancel subscriptions via Payments > Subscriptions using the "Cancel Subscription" option. Can I Issue Refunds Within the Application? No, refunds must be processed through the NMI merchant portal. Where Can I Track NMI Subscriptions? Subscriptions can be monitored under Payments > Subscriptions. The status will indicate whether payments are pending, active, in trial, expired, canceled, or unpaid. When Will NMI Support Calendar and Membership Payments? NMI will be available for calendar payments by the end of Q1 2023. Membership and SaaS payments will continue using Stripe.

To enable direct payment for your products and services through your CRM system, you'll need to integrate your Stripe account. This feature is a valuable addition to help streamline your business operations. By connecting Stripe, you'll be able to: Set up products within funnels Send a payment link via SMS using the ‘text 2 pay’ feature Generate and send invoices Follow the steps outlined below to create and connect your Stripe account seamlessly. Step 1: Set Up Your Stripe Account Begin by navigating to the "Integration" section located under the "Payment" category in your CRM. Click on the “Connect with Stripe” button to initiate the setup process. Step 2: Enter Email and Password Provide your email address and hit "Continue." You’ll then be prompted to create a password. Once done, click "Continue" again to proceed. Step 3: Secure Your Account with Mobile Authentication Input your mobile number to enhance account security. You'll need to verify your phone number. Alternatively, you can use an authenticator app or a security key for extra protection. Once your phone number is verified, you’ll receive an emergency backup code. Download or copy this code and save it in a secure location in case you lose access to your device. Step 4: Provide Personal, Business, and Bank Information Complete the form with your personal information to verify your identity. Next, provide a brief overview of your business. Link your bank account to facilitate seamless payouts, which are transfers of funds from Stripe to your bank. Step 5: Confirm Your Email Address After filling out all the required information, you'll be prompted to verify your email address to complete the process. By following these steps, you’ll successfully integrate your Stripe account with your CRM and be ready to manage payments efficiently.

Integrating Razorpay for Efficient Payment Handling and CRM Enhancement Razorpay integration offers a highly effective solution for simplifying payment management while improving your customer relationship management (CRM) functionalities. With this setup, businesses can handle transactions smoothly, automate payment operations, and enhance financial management processes. This guide will outline the key benefits of Razorpay integration, provide a step-by-step installation guide, and address common concerns and troubleshooting tips. Key Advantages of Razorpay Integration Simplified Payment Operations: Integrating Razorpay with your CRM ensures that payments are processed securely and efficiently within the system, reducing the need for manual intervention. Enhanced CRM Functionality: By syncing payment data automatically with your CRM, you can better track both customer activity and financial transactions. Optimized Financial Insights: With access to detailed reports and payment analytics, businesses can make more informed decisions and monitor payment trends effectively. Improved Customer Payment Experience: Your customers benefit from an easy-to-use payment system with a variety of options, such as credit/debit cards, UPI, net banking, and digital wallets. Automated Administrative Tasks: The integration enables automation of invoicing and payment reminders, minimizing manual tasks and ensuring prompt follow-ups. Steps to Set Up Razorpay Integration Step 1: Register and Configure Your Razorpay Account Create a Razorpay Account: If you haven’t registered yet, visit Razorpay’s website and sign up for a new account. Generate API Credentials: After creating your account, log in to the Razorpay Dashboard. Navigate to Settings -> API Keys to generate your API Key and Secret. These credentials will be required to complete the integration. Step 2: Set Up Razorpay Within Your CRM 1. Access Payment Integration Settings: Open the Payments > Integrations section from your CRM dashboard to start the setup process. 2. Select Razorpay as Your Payment Gateway: Choose Razorpay from the list of available payment gateways. 3. Complete the Integration: Input the API Key and API Secret generated in Razorpay into the provided fields, and then click Connect. Your CRM is now linked with Razorpay, enabling payment processing within the platform. Step 3: Verify the Integration Run a Test Transaction: To ensure that everything is functioning correctly, create a test payment scenario and confirm that the transaction is successful. Verify that the payment details are updated in both your CRM and Razorpay accounts. Common Questions Q: What payment methods does Razorpay support? A: Razorpay supports a wide range of payment options, including credit/debit cards, UPI, net banking, and various digital wallets. Q: How do I manage refunds or disputes? A: You can handle both payment disputes and refunds directly from your Razorpay dashboard. Troubleshooting Guide Issues with Integration: If you experience any integration problems, ensure that you have entered the correct API Key and API Secret from Razorpay without any errors. Payment Processing Problems: Confirm that your Razorpay account is active and correctly configured to avoid any issues that might prevent payments from being processed.

Do you currently offer payments through PayPal? You can easily link your PayPal account to your CRM by navigating to the Integration section within the Payments tab. This allows you to securely set up the payment credentials required to authorize and manage payment data transfers between your CRM system and PayPal. With a single click, you can switch from testing mode (sandbox) to live mode! Switching to Live Mode Activate live mode when you're ready to start handling real customer transactions. This ensures your payment system is fully operational and capable of processing live payments, providing a smooth checkout experience for your customers. Once live mode is activated, you'll be able to process payments, track orders, and manage your online business operations efficiently. Moving from the testing phase to live mode is a crucial step in making your services or products available to the public. Entering Your Live Client ID To integrate PayPal with your CRM, input your PayPal client ID in the designated field. If you're unsure where to find this, try searching online or contact your CRM administrator for guidance. The client ID is vital for syncing PayPal with your system, and consulting reliable resources will help ensure a smooth setup. Entering Your Live Secret ID You’ll also need to provide your PayPal secret ID in the appropriate section. If you're uncertain about how to locate it, a quick search or reaching out to your CRM administrator can provide the necessary guidance. The secret ID is crucial for securing your PayPal integration, and getting assistance from knowledgeable sources will help ensure everything is configured correctly. Saving Your Information After entering all required details, make sure to save your information before moving forward. This prevents any loss of progress and ensures that your transition to the next steps is seamless. Using Sandbox Mode for Testing When testing new products, use sandbox mode to avoid accidental charges. This feature lets you simulate transactions and verify that your product setup and payment workflows are functioning properly without processing real payments. Sandbox mode is essential for identifying and fixing any issues before launching to customers, ensuring a smooth and secure experience.

Authorize.Net offers a powerful online payment solution that ensures sensitive customer data is protected while maintaining reliable uptime for transactions of all sizes. This service stands out for its extensive features, including recurring billing to support subscription-based merchants, mobile compatibility, and seamless integration with major e-commerce platforms. These tools work together to ensure a smooth payment experience for both the merchant and customer. Comparing Popular Payment Processors: Stripe, PayPal, and Authorize.Net When evaluating payment processors, consider key factors like security, integration, and pricing. Here is a comparison of three prominent processors: Stripe: A favorite for online businesses and startups, Stripe is known for its developer-centric tools, easy integrations, and transparent fee structure. PayPal: As a globally recognized brand, PayPal offers a secure payment gateway, invoicing capabilities, and options for recurring payments. Authorize.Net: A long-standing player in the payment processing space, Authorize.Net provides reliable and secure transaction handling, fraud prevention tools, and mobile support. Ultimately, your choice will depend on the specific needs of your business, such as the types of transactions you handle, your target audience, and your budget. Always compare features and fees across providers to ensure the best fit. Requirements for Using Authorize.Net Authorize.Net is available for merchants based in the U.S., Canada, and Australia. It supports multiple currencies, making it a strong option for international merchants. To ensure your system works smoothly with Authorize.Net, confirm that your browser is compatible by referencing the supported versions. Supported Browsers for Authorize.Net Browser Recommended Version Chrome v80 or higher Edge (Chromium) v85 or higher Firefox v78 or higher Safari v12 or higher You can verify your browser version by visiting these helpful tools: WhatsMyBrowser.org WhatIsMyBrowser.com If you’re using an outdated browser version, you may see warnings such as “Browser Out of Date” or “Browser Blocked.” To avoid compatibility issues, upgrade to the latest browser version. How to Set Up Authorize.Net as a Payment Gateway Once you are sure you are using a supported browser and that you are operating from within one of the supported countries, you will need to acquire Live and Sandbox API keys from Authorize.net For sandbox API keys, log into the sandbox Merchant Interface. For Live API keys, log into the Live Merchant Interface. Click Here for more details on Sandbox vs. Live Mode in Authorize.Net. Then you can proceed to Payments in Integrations, and drop the 3 API Keys you got from your Merchant Interface in Authorize.Net. You can input the Live API Keys in the Live fields.   Sandbox And you can input the Sandbox API Keys in the Sandbox Fields. Save Button Once inputting the desired API Keys, click on the Save Button. 3. Default Payment Gateway  It will show you a quick prompt asking whether you want to make Authorize.Net your Default Payment Gateway. Clicking on Cancel will still integrate Authorize.Net, but it will not make it the Default Gateway. Clicking on Confirm will integrate Authorize.net and make it the Default Payment Gateway.   Important Note: There is no need to disconnect Stripe in order to connect Authorize.net. Both payment gateways can be connected simultaneously from the integrations page. However, with two gateways linked for payment processing, you will need to set one as the default. PayPal will continue to work alongside Authorize.net or Stripe in your order forms, depending on which gateway is chosen as the default. Completing the Authorize.Net Integration After entering the required API keys, click the “Save” button. A prompt will appear asking if you would like to set Authorize.Net as your default payment gateway. If you choose “Cancel,” the integration will still be active, but Authorize.Net won’t be the default gateway. Notes on Using Authorize.Net with Other Payment Gateways If Authorize.Net is selected as your default gateway, it will process payments for areas like memberships or SaaS payment links. Any ongoing subscriptions or pending transactions through Stripe will continue unaffected as long as the Stripe connection remains active. For testing purposes, you can use the following test cards: Visa: 4007000000027, 4012888818888, 4111111111111111 American Express: 370000000000002 Mastercard: 5424000000000015, 2223000010309703 Discover: 6011000000000012 Expiration dates can be any date in the future, and any 3- or 4-digit CVC value can be used. Frequently Asked Questions About Authorize.Net Why is PayPal not listed as a default gateway option? Although PayPal can be integrated with Authorize.Net and Stripe, a default gateway must be selected between Stripe and Authorize.Net for credit card transactions. PayPal will still function alongside these gateways as a separate payment method. How will Authorize.Net transactions appear in my reports? Transactions processed through Authorize.Net will be visible in the "Payments ➝ Transactions" section of your dashboard. No changes are made to existing transaction reports. Where can I find subscriptions created via Authorize.Net? Subscriptions processed through Authorize.Net are listed under "Payments ➝ Subscriptions." Subscription statuses include: Pending: Held for merchant review. Trial: In the trial period. Active: Payment received, and the next one is scheduled. Expired: All payments have been made, and the subscription has ended. Canceled: Subscription was canceled, and no further payments will be processed. Unpaid: The last payment was unsuccessful, and the subscription is still active but pending resolution. Subscription Management and Payment Status The table below details which subscription statuses allow cancellations: Status Cancel Pending No Trial Yes Active Yes Expired No Canceled No Unpaid Yes Subscriptions will attempt payment retries twice after each failed transaction. If a payment goes through, the subscription moves back to “Active”; otherwise, it will remain in “Unpaid” status until all retries fail, at which point it will expire. How to Cancel Authorize.Net Subscriptions You can cancel subscriptions created through Authorize.Net by using the "Cancel Subscription" action on the Subscriptions page. Refunds must be processed through the Authorize.Net Merchant Portal, as this functionality is not available within the application. Upcoming Authorize.Net Features for SaaS and Memberships We are actively working on enabling Authorize.Net for SaaS and membership areas. This integration is expected to be available later this quarter. To support this development, you can vote for it on our ideas board.