About Authorize.Net
Authorize is the direct transaction portal you will use with any Credit Card Transaction, whether you’re looking up an online charge, or preparing to authorize a charge manually.
Charge a Card in Authorize
It is recommended you have a browser window open for Authorize and another opened for Admin and CRM.
- Open Authorize.Net
- Locate Customer CRM
- Copy Customer’s Credit Card Number
- Log in to Authorize.Net
- Select the “Tools” tab at the top of the page
- Input the necessary information:
* Credit Card Number
* Credit Card Expiration Date
* Order Total
* Order Invoice Number
* Order Description
* Customer First and Last Name - Click Submit to complete the Transaction
Search a Transaction
- Open and Log into Authorize.Net
- Select the “Transaction Search” tab at the top of the page
If the order is over 24 hours old, follow these steps
- Use the drop-down tab to select “ALL Settled” as the settlement dates
- Use one form of information to locate the transaction
* Credit Card used for the order
* Transaction ID (Can be found in Admin on the specific order page IF placed online)
* Customer First and Last Name
* Order Invoice Number
If the order is recent and has been placed within the last 24 hours, follow these steps
- Use the drop-down tab to select the “Unsettled” as the settlement date
- Use one form of information to locate the transaction
* Credit Card used for the order
* Transaction ID (Can be found in Admin on the specific order page IF placed online)
* Customer First and Last Name
* Order Invoice Number
Void a Transaction
- Locate transaction in Authorize.Net
- Click on the Transaction ID
- Select the “Void” Button
- When the Warning box ups up – Select the “OK” button
- Your Payment is now voided
- Note customer’s account in CRM
Refund a Transaction
- Locate transaction in Authroize.Net – only available for orders currently in “Settled successfully”
- Click on the Transaction and Select the “refund” button
- Ensure that all information is filled out on the Refund Transaction Screen
* Adjust refund amount if necessary
* The description box is filled out
* The Customer email is included
* The Email transaction Receipt box is checked - Select “Ok” and Note customer’s account in CRM
