Authorize.net

Authorize.net is a payment processor that can be integrated with Acctivate, allowing you to process credit card and eCheck payments within Acctivate.

Overview

Your Authorize.net merchant account can be integrated with Acctivate allowing you to authorize credit card funds for a sales order, then later capture the credit card charge. Or, you can bypass the authorization and charge the card at the time of invoice. Likewise, the Enter Payment window can be used to process credit card or eChecks.

Authorize.net data processing
When processing payments in Acctivate using the Authorize.net integration, Acctivate sends information related to the payment to Authorize.net which Authorize.net then passes along to the processor. The information which is sent to the processor is separated into different Data Levels. The higher level of data which is received by the processor, the greater discount is realized on the charge. The levels of data that Acctivate sends to Authorize.net, and which Authorize.net is capable of sending to the processor, are listed below.

  • Level 1 data: Level 1 data is the usually used for business to customer transactions. This will send the least amount of data typically including the Merchant Name, Transaction Amount and Date related to the transaction.
  • Level 2 data: Level 2 data is usually used for business to business transactions. This will send all of the data from level 1, but will typically also include the Tax Amount, Tax Exempt Status, Freight and PO Number.
  • Level 3 data: Level 3 data is the most detailed data processing. Usually, this is only used for transactions involving Government cards. Typically level 3 data will include all of the data from levels 1 and 2, but will also include such fields as the Invoice Number, Order Number, Product ID, Product Description, Quantity Ordered, Product Unit, Unit Price (rounded to 4 decimals), etc. The structure of Level 3 data will vary depending on whether the payment is applied to a single invoice, multiple invoices, or no invoices:
    • Applied to a single invoice: The Acctivate invoice number will display in the Order Information section. The products, product description, quantity, and unit price will appear in the Itemized Order Information section.
    • Applied to multiple invoices: The text "Multiple invoices:" will appear in the Order Information section. The invoices and the amounts applied to them will show in the Itemized Order Information section.
    • Not applied to an invoice: Nothing will be shown for the order or order details since the payment wasn't applied to an invoice.

Currently, Acctivate sends all required data to meet most level 2 requirements.

Setup

Before beginning, you will need to obtain your API Login ID and Transaction Key. See this Authorize.net article for steps on how to obtain them.

Configuration

  1. In Acctivate, go to File → Configuration Management → Services → Payment Processing.
  2. Click the Connect to Authorize.Net button.
  3. Enter your API Login ID and Transaction Key.
  4. Click Save.

Payment Methods
In QuickBooks, you must setup all payments methods and define which ones will be used for processing credit cards and eChecks. After configuring the payment methods in QuickBooks, perform a sync to add them in Acctivate.

User Permissions
Each user you want to allow to process credit cards in Acctivate must have the Process Payments user permission set to Yes:

  1. Navigate to **File → Configuration Manager → User → User Information.
  2. Select the user that you wish to grant or remove the ability to process credit cards.
  3. Expand the Order Processing folder for that user.
  4. Select Process Payments. This is a Yes or No drop-down list.
  5. If a change is necessary, click the Edit button, make the change and then Save.

Usage

To process payments in Acctivate, refer to our Payments documentation.