[accordions]
[accordion title=”Access Boru Authorize.Net”]
- Open vTiger
- Mouse over the “Settings” icon
- Hit “CRM Settings”
- Click on “Module Manager”
- Select “Custom Modules” Tab
- Click on the Hammer next to the installed module name
[/accordion]
[accordion title=”Configure Boru Authorize.Net”]
- “INSTALL TRANSACTION RELATED LIST ON INVOICES” – Once you click here, it will add new related list under the Invoices
- Enter Authorize.net “API Login ID”. Please see the authorize.net manual for more information
- Enter Authorize.net “Transaction Key”. Please see the authorize.net manual for more information
- Select the columns you want to see under the new Transaction related list.
[/accordion]
[accordion title=”Making a Payment”]
- Open Invoice in vTiger
- On the right hand side, there is going to be a “Boru Authorize.Net widget”.
- The amount is pre-filled from the Invoice grand total, you can change it by hitting “Change” and entering amount manually.
- Choose the type of Payment
- Hit “Pay Invoice”, the Authorize.net payment form will open. Enter all the details and submit. Once submitted, the transaction log will be recorded in vTiger.
[/accordion]
[accordion title=”Authorize.Net Transaction Related List”]
- The payments you made can be found in the Related List created during the setup.
- Open an Invoice in vTiger
- Go to “More Information” tab and expand the “Authorize.Net” related list – all transactions will be displayed below.
[/accordion]
[/accordions]
