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Authorize.net is a payment gateway service provider, allowing merchants to accept credit card and electronic check payments through their website and over an Internet Protocol (IP) connection. DEAR supports Authorize.net, Stripe and PayPal as payment processors. To allow your customers to pay for their transactions using their preferred processor, you can define multiple payment documents containing links to these payment processors.


Authorize.net is not be a chargeable external integration. It should be treated as a payment processor similar to Stripe integration.For more information on using PayPal or Stripe as a payment processor, see PayPal Integration and Stripe Integration.


DEAR generates electronic documents (PDF, email content) to enable your customers to seamlessly pay quotes and invoices. Payment documents can contain Pay Links, allowing customers to pay directly using these documents. Users of the DEAR B2B Portal can also use Authorize.net to process these transactions.


Use Authorize.net DEAR integration to:

  • Deliver a secure payment experience that is quick and easy for customers to complete.
  • Easily embed responsive payment forms for mobile devices.
  • Securely transmit and store payment information on Authorize.Net servers to support PCI DSS compliance standards
  • Track payments by customers across multiple payment methods.
  • Store customer payment information securely and improve payment experience for repeat customers.


Prerequisites:

  • You will need to log in as an Account Owner or Account Administrator in order to authorise the connection.
  • An active DEAR account created in a currency supported by Authorize.net. Please refer "Countries supported by Authorize.net" section for additional details.
  • Enable Customer Information Manager (CIM) in Authorize.net – When an invoice is created, it will create a customer profile automatically giving you the opportunity to be able to store that customers information.  If you do not have CIM enabled, you will be presented with a link allowing you to enable the service before you create an Invoice.
  • You will need to generate an API Login ID and Transaction Key in Authorize.net before you can integrate the application with DEAR. Please follow these instructions for detailed information.
  • Complete Account mapping


Table of Contents:


Important Information

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Authorize.net also supports direct integration with QuickBooks Online. In this case DEAR originated Authorize.net payments will be pushed to QBO directly through DEAR. Therefore, the merchant user has to decide which ways the payment related transactions are synced to QBO as DEAR does not have control over managing it.


With integration to DEAR, DEAR will support processing card payments via Authorize.net. The following card payments are supported:

  • Visa
  • MasterCard
  • Discover
  • American Express
  • JCB
  • PayPal
  • Visa SRC
  • Apple Pay
  • Chase Pay
  • E-check

International payments are accepted for businesses that are based in the United States, Canada, United Kingdom, Europe or Australia.


Supported countries and currencies

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Authorize.Net can accept transactions from merchants located in the United States, Canada, United Kingdom, Europe or Australia, in multiple currencies.

Business LocationsSupported Currencies
United States, CanadaUSD, CAD
United Kingdom, EuropeCHF, DKK, EUR, GBP, NOK, PLN, SEK, USD
AustraliaAUD, NZD, USD


Invoices will be sent in the currency in which the Authorize.Net gateway account is set up for. Invoices will be sent in the currency in which the Authorize.Net gateway account is set up for.


Authorize.net Integration Setup

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You will need to generate an API Login ID and Transaction Key in Authorize.net before you can integrate the application with DEAR. Please follow these instructions for detailed information.


Connecting DEAR to Authorize.net

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After generating your API credentials, you can then connect DEAR and Authorize.net.

  1. In DEAR, go to Integrations → Authorize.net. Click the Connect to Authorize.net button to establish a connection between DEAR and Authorize.net This will redirect you to Authorize.net, and if you are not already logged in, ask you for your login details. 
    • NOTE: You will need to log in as an Account Owner or Account Administrator in order to authorize the connection.
  2. Once logged in, you will be redirected to a page where you can allow or deny the request for permissions for shared data. 
  3. Allow the permissions to be redirected back to DEAR and complete the connection.


Integration Setup

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Once you have connected DEAR and Authorize.net you will be taken back to the Authorize.net integration page in DEAR, where on the Setup tab, you can:

  • Change the payment account associated with Authorize.net payments. The account must be able to receive payments. 
  • View the time zone. Time zone cannot be edited from this page, this field will reflect the time zone selected in your General Settings. Time zone in DEAR does not need to match time zone in Authorize.net and time zone settings do not affect one another. 
  • Ask for billing information. When this setting is enabled, the customer will be prompted to enter billing address information at the payment screen. When the setting is disabled, the customer will not need to entire billing address on the payment screen. 
  • Disconnect DEAR and Authorize.net, if necessary. This process will revoke DEAR's access to the Authorize.net account.


Click Save Settings. Your Authorize.net account can now send and receive payments through DEAR.


Transaction History

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You can view payments processed with Authorize.net from the Overview or Log tab. 


Transaction Overview

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The Overview tab gives a transaction summary of all completed transactions made through Authorize.net integration. This tab contains the following elements:

  • Refresh: Refreshes the data displayed on the dashboard with the most recent data. 
  • Transactions: Shows the transaction count for the current day, week, month, and total transactions between the date Authorize.net was connected and the current date. 


Payment details are listed for all transactions, showing payment date, related sale invoice, and sale amount. Payments can be searched by sale invoice number from the provided search box. The Gear icon can be used to customise the visible/hidden columns of the table – by default all are visible.


Overview tab should give a transaction summary of transactions made through Authorize.net integration. 


Transaction Log

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The Log tab displays history of all payment transactions done through Authorize.net. This tab shows additional details that are not displayed on the Overview tab. Payments can be searched by sale invoice number from the provided search box. The Gear icon can be used to customise the visible/hidden columns of the table – by default all are visible.


The log tab shows payment transactions with:

  • Payment Date: Date and timestamp of the transaction. 
  • Sale Invoice: Sale invoice ID. This hyperlink can be clicked to view the related sale order invoice.
  • Amount: Transaction amount in DEAR base currency. 
  • Account: Bank account where payment is received (specified in Setup tab). 
  • Authorize.net Payment ID: Reference # returned through Authorize,net application to DEAR on completion of the payment transaction. This hyperlink can be clicked to view the transaction record in Authorize.net. 
  • Payment Status: Displays if payment was successfully completed or not. 


Paying with Authorize.net

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DEAR generates electronic documents (PDF, email content) to enable your customers to seamlessly pay quotes and invoices. Payment documents can contain Pay Links, allowing customers to pay directly using these documents. Users of the DEAR B2B Portal can also use Authorize.net to process these transactions.


There are three basic steps to paying with Authorize.net:

  • Authorization: The payment gateway checks to make sure the customer has sufficient funds in their account—and then authorises the purchase.
  • Capture: As soon as the purchase is authorised, a hold is placed on the money. At this point, the merchant can confidently ship goods to your customer.
  • Settlement: Money is transferred from the customer’s bank or credit card account to the merchant account. This typically takes a couple of days.


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Insert a Pay Link into a sale quote or sale invoice document template so your customers can pay with ease. See Managing document templates for more information about adding mail merge fields to standard documents. 


NOTE: Authorize.net must be connected and configured for pay links to show on the payment document.  Simple text hyperlinks are not supported. 


  1. In Settings → Document & Email templates, download the quote and/or invoice template.
  2. Copy an existing field to the location on the template where you want your pay link to appear. 
  3. Show the field code either by right-clicking the field and selecting Toggle Field Code or pressing Alt + F9 (on Windows) or Option + F9 (on Mac).
  4. Replace the copied field with the mail merge field { MERGEFIELD AuthorizeNetPay} and the field will be replaced with the Authorize.net Pay Link image. 
  5. Toggle off the field codes by pressing Alt + F9 (on Windows) or Option + F9 (on Macs) again.
  6. Save the edited template and upload. 


Paying via a Paylink

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When a customer clicks on the pay link on an invoice, they are taken to a page displaying the quote/invoice and payment options, of which there are two options:

  • Pay the full outstanding value of the quote/invoice
  • Pay less – this will open a pop-up window where the customer can enter a different value (for prepayments, partial payments, etc.)


Clicking either of the pay options will take the customer to a secure payment gateway. From here, the customer can edit their credit card details and billing information (if required). The payment is processed by Authorize.net and if successful, the customer is returned to the sale screen where they can view the payment confirmation. 



Paying via DEAR B2B Portal

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When going through the checkout of a DEAR B2B sale, the customer can select Authorize.net as a payment method. After confirming the order, the customer can select Pay with card to be taken to the secure payment gateway powered by Authorize.net.


From here, the customer can edit their credit card details and billing information (if required). The payment is processed by Authorize.net and if successful, the customer is returned to the sale screen where they can view the payment confirmation.


Refunds

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The process for issuing a refund for an invoice payment is the same process for issuing a refund for a non-invoice transaction. The steps you take will be slightly different based on whether it was a credit card or eCheck transaction. Refer more info:


Refunds in Authorize.net are not automatically synchronised with DEAR. Refunds must be made through Authorize.net, once completed users needs to manually enter the refund entries in DEAR in order to reconcile transactions.


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