Authorize.net integration for processing payments
This article will show you how to integrate Authorize.Net with your Patient Copilot account to process payments seamlessly. By connecting Authorize.Net, you can manage customer transactions, accept payments through various methods, and ensure a smooth checkout experience. This integration supports payments for invoices, order forms, and subscriptions, providing a unified payment processing solution. * * * ## What is Authorize.Net Integration? The Authorize.Net integration allows you to securely process payments in your Patient Copilot account using Authorize.Net as your payment gateway. With this integration, you can accept Card Payments for invoices, order forms, and subscriptions. Authorize.Net provides a trusted, reliable, and secure way to handle customer transactions and manage payments directly from within your CRM. Whether you’re running a small business or managing multiple clients, this integration simplifies the payment collection process, making it easier to track and manage your revenue streams. * * * ## Key Benefits of Authorize.Net Integration 1. Secure Payment Processing: Authorize.Net ensures that all transactions are protected with advanced security protocols, keeping customer data safe. 2. Supports Multiple Payment Methods: Accept payments via credit cards, giving your customers more flexibility. (More methods coming soon) 3. Streamlined Invoicing and Order Forms: Seamlessly process payments for invoices, subscriptions, and order forms without the need for manual intervention. 4. Real-Time Payment Tracking: Track and manage payments directly from your Patient Copilot dashboard for better financial oversight. 5. Improved Customer Experience: Provide your customers with a professional and efficient checkout experience. * * * ## How To Set Up Authorize.Net Integration 1. Obtain Your Authorize.Net API Credentials: - Log in to your Authorize.Net account. - Navigate to Account Settings > API Credentials & Keys. - Generate your API Login ID and Transaction Key. 2. Connect Authorize.Net to Patient Copilot: - In Patient Copilot, go to Settings > Payments. - Click Add Payment Gateway and select Authorize.Net. - Enter your API Login ID and Transaction Key. 3. Test the Connection: - After entering your credentials, perform a test transaction to ensure the integration is working correctly. 4. Enable Payment Methods: - Once connected, configure which payment methods (e.g., credit card) you want to enable for your invoices, order forms, and subscriptions. 5. Start Processing Payments: - Use Patient Copilot to create invoices, order forms, or subscriptions, and start collecting payments via Authorize.Net. * * * ## Frequently Asked Questions Authorize.Net is considered a competitive payment processor due to its reliability, security, and wide range of features. It has operated for over 20 years, providing payment processing services to businesses of all sizes. Authorize.Net provides robust security measures to protect transactions, sensitive customer information, and reliable uptime to ensure smooth transactions. Additionally, Authorize.Net offers features such as recurring billing, mobile compatibility, and integrations with popular e-commerce platforms., #### Covered in this Article #### Which Payment Processor to use? #### Requirements to use Authorize.Net #### How to integrate Authorize.Net as a Payment Gateway? #### Side Notes for using Authorize.Net #### Test cards for Authorize.net integration. #### FAQ #### Why don’t I see PayPal among the default gateway options? #### What will change in the reporting of transactions done with Authorize.net? Where will I be able to keep track of all payments? #### Where will I be able to find the subscriptions created via Authorize.net? I cannot relate to the subscription status defined on the Subscriptions page. #### How do I Cancel/End a subscription created via Authorize.net? I am not able to do so in the merchant portal. #### Will I be able to refund transactions as well within the application itself? #### I am using FDS filters with Authorize.net to hold transactions for review if the address is not submitted, the card code is not submitted, etc. Is the system compatible with handling those cases? #### When will Authorize.net be available for invoices/Text2Pay/Calendar payments/memberships and other areas? * * * ## Which Payment Processor to use? Deciding between Stripe, PayPal, and Authorize.net will depend on what’s best for your business. Here’s a comparison: Stripe: A popular choice for online businesses and startups, Stripe offers a developer-friendly platform, custom integrations, and transparent pricing. PayPal: PayPal is a well-established payment processor with a global presence and a wide range of features, including a secure payment gateway, invoicing, and recurring payments. Authorize.net: Authorize.net is a trusted payment processor with a long history of providing reliable and secure payment processing services. It offers comprehensive features, including fraud detection and mobile compatibility. Ultimately, the best choice depends on the specific needs of your business, such as the types of payments you need to accept, your target market, and your budget. It’s recommended to compare each processor’s features, fees, and support options before deciding. Please Note: The data for fees is accurate as of when this article is being published, for more information please check out the Pricing pages of the three options listed: Stripe: https://stripe.com/gb/pricing Paypal: https://www.paypal.com/us/webapps/mpp/merchant-fees Authorize.net: https://www.authorize.net/en-us/sign-up/pricing.html * * * Authorize.net can accept transactions from United States, Australian, and Canadian merchants. Currencies supported with Authorize.net - Link Before you can integrate Authorize.Net, you must confirm whether you are on a browser that supports using it. Below is a list of supported and tested browsers:
Browser Name | Recommend Version |
Chrome | v80 or higher |
Edge (Chromium) | v85 or higher |
Firefox | v78 or higher |
Safari | v12 or higher |
Status | Cancel |
| Pending | No |
| Trial | Yes |
| Active | Yes |
| Expired | No |
| Canceled | No |
| Unpaid | Yes |
- The subscription will remain active until every recurring payment is made successfully for the subscription and will move to “Expired” after the completion of payments.
- If the credit card expires for the end customer in the middle of the subscription, the payment requires authentication from the end customer, or the last payment didn’t go through successfully; the status will move over to “Unpaid.” - The payment will be attempted two more times after 24 hrs each. The status will remain “Unpaid.” - The subscription will remain in the Unpaid state and will attempt the following subsequent transactions, each with two retries. - The next subsequent payment will also be attempted, and if any payment becomes successful, the subscription will move into “Active.” Else will stay with “Unpaid” status. - The subscription status will move to “Expired” after all the retries have been made for the last transaction.
- If the merchant disconnected the gateway account and there is an ongoing subscription, the transaction cannot be processed; hence the subscription will move to unpaid. The retry attempts will continue according to the retry logic. ### How do I Cancel/End a subscription created via Authorize.net? I am not able to do so in the merchant portal. Subscriptions created using Authorize.net can be canceled within the Subscriptions page using the ‘Cancel Subscription’ Action.!(https://assets.patientcopilot.ai/4028dd31ff35765c.png)!(https://assets.patientcopilot.ai/7abc2d33dcd49ba7.png) ### Will I be able to refund transactions as well within the application itself? Yes, we have the refund functionality within the application. You can refund any transaction under Payments - > Transactions ### I am using FDS filters with Authorize.net to hold transactions for review if the address is not submitted, the card code is not submitted, etc. Is the system compatible with handling those cases? Yes, If you hold transactions submitted on order forms for review based on FDS filters. In that case, your transaction will be held for review (or declined as per the setting that you have configured) and will be visible in your merchant portal. Additionally, the corresponding status will be updated on the Transactions page. When you approve or decline the transaction. Regarding recurring invoice payments/calendar appointment booking payments, we treat the transaction as declined and do not book the calendar appointment or schedule the auto payment, since it introduces complications regarding when the business owner will approve the payment. ### Does Authorize.net work for membership checkouts? Yes, Authorize.net is available for membership checkouts ### When will Authorize.net be available for SaaS? It is now available under SaaS v2 functionality
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