Authorize.net - Revision history

SarahK: /* Adding the Authorize.net Echeck Payment Gateway */

2022-09-28T19:29:28Z

‎Adding the Authorize.net Echeck Payment Gateway

SarahK: /* Adding the Authorize.net Payment Gateway */

2022-09-28T19:29:18Z

‎Adding the Authorize.net Payment Gateway

SarahK at 20:07, 7 September 2022

2022-09-07T20:07:00Z

SarahK at 19:46, 1 April 2022

2022-04-01T19:46:17Z

SarahK: /* About this Module */

2022-03-24T19:13:42Z

‎About this Module

SarahK at 19:12, 24 March 2022

2022-03-24T19:12:34Z

SarahK at 13:16, 30 September 2021

2021-09-30T13:16:05Z

SarahK at 16:34, 4 August 2020

2020-08-04T16:34:24Z

AlexN: /* Troubleshooting */

2020-07-28T10:48:10Z

‎Troubleshooting

AlexN: /* Troubleshooting */

2020-07-28T10:47:21Z

‎Troubleshooting

@@ Line 35: / Line 35: @@
 # Go to the appropriate location for your version of WHMCS:
-#* For WHMCS 8.6 and later, go to '''Addons > [[Apps and Integrations|Apps & Integrations]]''' or '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > Apps & Integrations'''.
+#* For WHMCS 8.0 and later, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > Apps & Integrations''' or '''Addons > [[Apps and Integrations|Apps & Integrations]]'''.
-#* For WHMCS 8.0 to 8.6, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]''' and choose '''All Payment Gateways'''.
+#* For WHMCS 7.10 and earlier, go to '''Setup > Products/Services > [[Payment Gateways]]''' and choose '''All Payment Gateways'''.
 # Click '''Authorize.net Echeck'''.
 # Check '''Show on Order Form''' to display this payment method in the Client Area during checkout.

@@ Line 15: / Line 15: @@
 # Go to the appropriate location for your version of WHMCS:
-#* For WHMCS 8.6 and later, go to '''Addons > [[Apps and Integrations|Apps & Integrations]]''' or '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > Apps & Integrations'''.
+#* For WHMCS 8.0 and later, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > Apps & Integrations''' or '''Addons > [[Apps and Integrations|Apps & Integrations]]'''.
-#* For WHMCS 8.0 to 8.6, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]''' and choose '''All Payment Gateways'''.
+#* For WHMCS 7.10 and earlier, go to '''Setup > Products/Services > [[Payment Gateways]]''' and choose '''All Payment Gateways'''.
 # Click '''Authorize.net'''.
 # Check '''Show on Order Form''' to display this payment method in the Client Area during checkout.

@@ Line 14: / Line 14: @@
 To set up the Authorize.net payment gateway in WHMCS:
-# Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Payment Gateways'''.
+# Go to the appropriate location for your version of WHMCS:
-# Choose the '''All Payment Gateways''' tab.
+#* For WHMCS 8.6 and later, go to '''Addons > [[Apps and Integrations|Apps & Integrations]]''' or '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > Apps & Integrations'''.
 # Click '''Authorize.net'''.
 # Check '''Show on Order Form''' to display this payment method in the Client Area during checkout.
@@ Line 33: / Line 35: @@
 To set up the Authorize.net Echeck payment gateway in WHMCS:
-# Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Payment Gateways'''.
+# Go to the appropriate location for your version of WHMCS:
-# Choose the '''All Payment Gateways''' tab.
+#* For WHMCS 8.6 and later, go to '''Addons > [[Apps and Integrations|Apps & Integrations]]''' or '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > Apps & Integrations'''.
 # Click '''Authorize.net Echeck'''.
 # Check '''Show on Order Form''' to display this payment method in the Client Area during checkout.

@@ Line 2: / Line 2: @@
 [https://www.authorize.net/ Authorize.net] is a credit card merchant gateway.
 {{gateways
 | type = cc
@@ Line 17: / Line 19: @@
 # Check '''Show on Order Form''' to display this payment method in the Client Area during checkout.
 # Enter your Authorize.net credentials.
 # Click '''Save Changes'''.

@@ Line 8: / Line 8: @@
 | refunds = yes
 }}
 === Adding the Authorize.net Payment Gateway ===

@@ Line 1: / Line 1: @@
-==Overview==
+== About this Module ==
 {{gateways
 | type = cc
@@ Line 14: / Line 9: @@
 }}
-==Customer Information Manager (CIM)==
+=== Adding the Authorize.net Payment Gateway ===
 {{gateways
 | type = token
@@ Line 25: / Line 34: @@
 }}
-The Authorize.net Customer Information Manager (CIM) system allows you to store customers' sensitive payment information on Authorize.net's secure servers for better compliance with the Payment Card Industry Data Security Standard (PCI DSS).
+=== Adding the Authorize.net CIM Payment Gateway ===
-This works by only storing the full card number on Authorize.net's system rather than locally. For more information, see [[Authorize.net CIM]].
+To set up the Authorize.net CIM payment gateway in WHMCS:
-==Echeck Module==
+== Echeck Module ==
 {{gateways
 | onetime = yes
@@ Line 36: / Line 53: @@
 | level = 3
 }}
-The Echeck module for Authorize.net allows you to process payments directly from a bank account. The system stores the details in the client profile and uses them for automated recurring billing on future invoices.
+To set up the Authorize.net Echeck payment gateway in WHMCS:
-−
-To set this up:
+# Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Payment Gateways'''.
-# Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payment Gateways''' or, prior to WHMCS 8.0, '''Setup > Payments > Payment Gateways'''.
+# Choose the '''All Payment Gateways''' tab.
-# Activate '''Authorize.net Echeck'''.
+# Click '''Authorize.net Echeck'''.
-# Enter your Authorize.net login ID and transaction key.
+# Check '''Show on Order Form''' to display this payment method in the Client Area during checkout.
-# Enter a custom module name.
+# Enter your Authorize.net Echeck credentials.
 # Enter a custom module name.
-The new payment method option will display during the order process and on invoices.  No further setup is required.
+# Click '''Save Changes'''.
-==Troubleshooting==
+== Troubleshooting ==
 '''<field> is required'''<br>

@@ Line 1: / Line 1: @@
 ==Overview==
-Authorize.net is a credit card merchant gateway that is integrated with WHMCS. You can find more information at: https://www.authorize.net/
+Authorize.net is a credit card merchant gateway that is integrated with WHMCS. For more information, see [https://www.authorize.net/ Authorize.net].
 ==Setup==
-To activate the Authorize.net module in WHMCS, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payment Gateways''' or, prior to WHMCS 8.0, '''Setup > Payments > Payment Gateways''' and choose Authorize.net from the "All Payment Gateways" tab.
+To activate the Authorize.net module in WHMCS, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payment Gateways''' or, prior to WHMCS 8.0, '''Setup > Payments > Payment Gateways''' and choose Authorize.net from the '''All Payment Gateways''' tab.
 {{gateways
 | type = cc
@@ Line 24: / Line 25: @@
 }}
-The Authorize.net Customer Information Manager (CIM) system allows you to store customers' sensitive payment information on Authorize.net's secure servers, simplifying your compliance with the Payment Card Industry Data Security Standard (PCI DSS).
+The Authorize.net Customer Information Manager (CIM) system allows you to store customers' sensitive payment information on Authorize.net's secure servers for better compliance with the Payment Card Industry Data Security Standard (PCI DSS).
-For more information please refer to [[Authorize.net CIM]].
+This works by only storing the full card number on Authorize.net's system rather than locally. For more information, see [[Authorize.net CIM]].
 ==Echeck Module==
@@ Line 38: / Line 37: @@
 }}
-The Echeck module for Auth.net allows for payments to be processed directly from a bank account. The details entered are stored against the client profile and used for automated recurring billing on future invoices.
+The Echeck module for Authorize.net allows you to process payments directly from a bank account. The system stores the details in the client profile and uses them for automated recurring billing on future invoices.
-To setup, simply activate the "Authorize.net Echeck" option in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payment Gateways''' or, prior to WHMCS 8.0, '''Setup > Payments > Payment Gateways''' and enter your Auth.net Login ID & Transaction Key along with a custom name for the module where requested.  And then that new payment method option will now show in the order process and on invoices for users to choose and make payment with should they choose.  No further setup is required.
+The new payment method option will display during the order process and on invoices.  No further setup is required.
 ==Troubleshooting==
 '''<field> is required'''<br>
-Receiving this error indicates the "field" value, for example "Email Address", is not being submitted to Authorize.net and it is enabled as a required field within your Authorize.net account. To resolve this, login to your Authorize.net account and navigate to Account > Settings > Payment Form > Form Fields and ensure none of the fields are selected as required fields.
+This error indicates that the <tt>field</tt> value (for example, '''Email Address''') is not being submitted to Authorize.net but is a required field in your Authorize.net account.
 {{modules}}

@@ Line 45: / Line 45: @@
 '''<field> is required'''<br>
-Receiving this error indicate the "field" value is not being submitted to Authorize.net and it is enabled as a required field within your Authorize.net account. To resolve this, login to your Authorize.net account and navigate to Account > Settings > Payment Form > Form Fields and ensure none of the fields are selected as required fields.
+Receiving this error indicates the "field" value is not being submitted to Authorize.net and it is enabled as a required field within your Authorize.net account. To resolve this, login to your Authorize.net account and navigate to Account > Settings > Payment Form > Form Fields and ensure none of the fields are selected as required fields.
 {{modules}}