Boru Authorize.Net User Guide

  • 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

  • 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.

     

  • 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.
  • 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.

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