New Payment Interface

Your CRM enables you to accept credit card payments right from the lead.

You can begin to process payments quickly and securely through our payments form that looks like this:

 

LEAD PAYMENTS

 

To enable credit card payments, follow these easy steps:

 

1. Sign into Authorize.Net, open the Account tab, and click API Credentials & Keys:

 

Authorize.net Settings

 

2. On the page which opens, note your API Login ID. If you wish to use your existing Transaction Key skip to Step 4.

Alternatively, generate a new Transaction Key by entering your secret answer and hitting the Submit button:

 

Authorize.Net API Credentials & Keys

Authorize.Net API Credentials & Keys

 

3. On the next screen, copy your new Transaction Key:

Authorize.Net Transaction Key

Authorize.Net Transaction Key

 

4. Open your CRM, navigate to Manage > Administration > Payments > Credit Card Profiles, enter your Transaction Key and the API Login ID, and hit Enable:

Authorize.Net Activation

Authorize.Net Activation

 

If the activation is successful, you will see a confirmation message and you can then start adding new credit card profiles or submitting credit card transactions directly from your leads.

 

Sign up for a free CRM account — it’s free forever and good for up to two users. When you’re ready, scale up to the Plus account (per month, per user charges) or an unlimited users CRM account for a simple flat fee.

Whatever you choose, you get a single platform that performs many vital functions for you without having to log in and out of multiple systems.