Difference between revisions of "Automatic Recurring Credit Card Billing and ACH with Authorize.Net"
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==How It Works== | ==How It Works== | ||
| − | With stored payments enabled, members who are paying online for membership or simply an event registration will have the option to save their credit card information. The next time they need to make a payment they can select a saved card and that will save them the time spent entering that information. All credit card information is stored | + | With stored payments enabled, members who are paying online for membership or simply an event registration will have the option to save their credit card information. The next time they need to make a payment they can select a saved card and that will save them the time spent entering that information. All credit card information is stored within Authorize.Net's Customer Information Manager (CIM) which provides a secure method of storing credit/debit card or bank account information. |
As an added benefit with saved cards/bank accounts enabled your staff can setup a member's account to automatically bill their saved card for their membership dues. | As an added benefit with saved cards/bank accounts enabled your staff can setup a member's account to automatically bill their saved card for their membership dues. | ||
==Requirements== | ==Requirements== | ||
| − | *Must use | + | *Must use Authorize.net as your payment processor. |
| − | + | *Need to have the Customer Information Manager enabled on your Authorize.net Account. See instructions for setting this up [[Enable_Customer_Information_Manager_(CIM)_with_Authorize|here]]. | |
*Must have a plus edition or higher version database. | *Must have a plus edition or higher version database. | ||
==Setup== | ==Setup== | ||
| + | #Setup your Authorize.net account to allow for saved card and bank account information. | ||
| + | #:*See [[Enable_Customer_Information_Manager_(CIM)_with_Authorize]] | ||
| + | #:*Optionally See [[Enable_eCheck.Net_(ACH)_with_Authorize.Net]] | ||
#Enable ability to securely store and access epayment profiles in ChamberMaster / MemberZone | #Enable ability to securely store and access epayment profiles in ChamberMaster / MemberZone | ||
#:#Go to '''Setup''' | #:#Go to '''Setup''' | ||
| Line 17: | Line 20: | ||
#:#Expand the '''Credit Cards''' section | #:#Expand the '''Credit Cards''' section | ||
#:#Enable '''Securely store credit/debit card information for re-use''' | #:#Enable '''Securely store credit/debit card information for re-use''' | ||
| − | #:#(Optional) | + | #:#(Optional) If eChecks is enabled with Authorize.Net (ACH), then enable the ability to '''Allow payment with bank account information''' |
#:#Click '''Save''' | #:#Click '''Save''' | ||
#Setup and assign the recurring fee amounts on your customer accounts, which includes assigning the fee and adding an epayment profile. | #Setup and assign the recurring fee amounts on your customer accounts, which includes assigning the fee and adding an epayment profile. | ||
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<br /> | <br /> | ||
| − | :<nowiki>*</nowiki> | + | :<nowiki>*</nowiki>Requires Integrated Billing; Authorize.NET AIM integration; CIM enabled at Authorize.NET for credit/debit card management; and eCheck enabled at Authorize.NET for ACH bank drafts. Note: Authorize.NET gateway emulators are not supported at this time. |
| − | : | + | :''Note to legacy ‘ACH’ users: In order to integrate the recurring automatic ACH selection with the option that we've called "ACH" for many years, we renamed the old "ACH" selections to "Manual epayment" (Oct 2014). It still works the way it used to but now the new automated selections are integrated into these same choices.'' |
Latest revision as of 19:29, 5 July 2016
You can allow your members to save their payment information for re-use and you can setup their dues billing to use that saved information as well.
How It Works
With stored payments enabled, members who are paying online for membership or simply an event registration will have the option to save their credit card information. The next time they need to make a payment they can select a saved card and that will save them the time spent entering that information. All credit card information is stored within Authorize.Net's Customer Information Manager (CIM) which provides a secure method of storing credit/debit card or bank account information.
As an added benefit with saved cards/bank accounts enabled your staff can setup a member's account to automatically bill their saved card for their membership dues.
Requirements
- Must use Authorize.net as your payment processor.
- Need to have the Customer Information Manager enabled on your Authorize.net Account. See instructions for setting this up here.
- Must have a plus edition or higher version database.
Setup
- Setup your Authorize.net account to allow for saved card and bank account information.
- Enable ability to securely store and access epayment profiles in ChamberMaster / MemberZone
- Go to Setup
- Open the Billing Options and Settings
- Expand the Credit Cards section
- Enable Securely store credit/debit card information for re-use
- (Optional) If eChecks is enabled with Authorize.Net (ACH), then enable the ability to Allow payment with bank account information
- Click Save
- Setup and assign the recurring fee amounts on your customer accounts, which includes assigning the fee and adding an epayment profile.
- Create the monthly epayment batch which immediately charges their account and creates the billing transaction(s) in ChamberMaster / MemberZone
- *Requires Integrated Billing; Authorize.NET AIM integration; CIM enabled at Authorize.NET for credit/debit card management; and eCheck enabled at Authorize.NET for ACH bank drafts. Note: Authorize.NET gateway emulators are not supported at this time.
- Note to legacy ‘ACH’ users: In order to integrate the recurring automatic ACH selection with the option that we've called "ACH" for many years, we renamed the old "ACH" selections to "Manual epayment" (Oct 2014). It still works the way it used to but now the new automated selections are integrated into these same choices.
