Chapter 40 Authorize Connect
Authorize Connect makes it easy to connect and process credit cards using Authorize.Net, instantly from Big Business. This chapter describes Authorize Connect tools and features, which are found in System toolbar and tools. (6963)
Authorize Connect makes it easy to connect and process credit cards using Authorize.Net. Setup is divided into three steps: Registration, Settings, and Secure Credit Cards.
Registration is the first step. This turns on Authorize Connect and its tools. You will receive an email with Registration Code and step-by-step instructions for setup.
Settings is the next step, entering the credentials Authorize Connect needs. Open the Company card again and go to the Company Prefs tab and click the on the Authorize.Net Settings button. Enter the appropriate settings.
Secure Credit Cards lets you enter credit cards for use with Authorize Connect and control how they are accessed.
Authorize Registering
To use the Authorize.net you must first register the Add-On. (6129)
The first step in connecting from Big Business to Authorize.net is Registering.
To Register the Authorize.net Add-On:
1. Go to the Maintenance toolbar, to the Company Card, and click the Upgrade button.
2. Click the Authorize button and the Registration dialog, pictured, will open.
3. Enter your Registration code.
6. Click Continue.
7. Click OK on the Confirmation dialog
8. Click OK to Save the Company Card.
9. Quit and restart Big Business Client.
Authorize Settings
This Solution describes entries for Authorize.net Settings. (6122)
After Registering the Authorize.net Add-On, re-open the Company Card and go to the Preferences tab and click the button for Authorize.net.
Authorize.net Settings include:
• a Description (optional) to identify the account (e.g. "Authorize.net")
• a URL, provided by Authorize.net, that is used for connecting.
• a Login, provided by Authorize.net, that is stored securely.
• a Transaction Key, provided by Authorize.net, that is stored securely.
• Payment Methods (optional) for Amex, Visa, MasterCard, and Discover
Choose the Payment Method(s) you want automatically assigned. They might all be the same (e.g. "Credit Card") or they might be different (e.g. "Amex", "Visa/MC") if they result in separate Deposits and having different Payment Methods listed in the Deposit is helpful. The Deposit tool includes a feature to automatically select Receipts by Payment Method.
Authorize Dialog
This Solution describes the Authorize dialog used in the Authorize.net Add-On. (6126)
The Authorize dialog includes:
• a pulldown for choosing Authorize Only or Authorize and Capture
• an Amount--enter the amount to process
• a Test checkbox--check to use Test Mode and not actually process
• confirmation of the type code and credit card details
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When you choose Authorize from the Credit Card pull-down menu, this will automatically close the current window and prompt you to Save changes.
Capture Dialog
This Solution describes the Capture dialog used in the Authorize.net Add-On. (6130)
The Capture dialog includes:
• a pulldown for choosing Capture
• an Amount--the authorized amount is filled in; you can enter a smaller amount (but not a larger amount).
• a Test checkbox--check to use Test Mode and not actually process
Authorize Response
Authorize Response lets you know immediately that the transaction was approved.
Authorize Error
If you mis-type an entry such a CCV Security Code, you may receive an unclear error, such as pictured. Re-check the data entered.
This Solution lists possible errors. (6805)
Authorize gives an unclear error when the CCV Security Code is incorrect.