To configure Authorize.net Gateway into your Lime Light CRM, you will go to Payment Systems>Gateway Providers and select Authorize.net in your Gateway Accounts drop down menu. Click on “Add Gateway” and fill out the gateway parameters.
These parameters are briefly described here for your reference:
API Login: Authorize.net will provide you with the API Login.
Trans Key: Authorize.net will provide you with the Trans Key.
Currency: Authorize.net currently supports USD, CAD, GBP, and EUR currencies.
Use Pre-Auth Filter: Set to YES only if using the Pre-Auth Filter* service through this gateway account.
Void Pre-Auth: Set to YES if you want to void a successful Pre-Auth immediately; set to NO if you want to hold a successful Pre-Auth and capture it at the rebill charge.
Capture on Shipment: Set to YES if you want to capture an authorization once an order is marked a shipped in the CRM. Also, an order will remain as pending in
the system until the authorization is captured upon shipment. Set to No if you want the standard authorzation and capture process for your orders.
Use Decline Salvage?: Select "Yes" if you're using the decline salvage service that is offered through Verifi.
Gateway Alias: name that you will assign to the gateway. This is for internal purposes only; it helps you identify a specific gateway account among several of them in your CRM.
Once your gateway profile has been created, then you will go through your campaigns and assign the gateway to the corresponding campaign(s).
When using Authorize.net Gateway, there are a few adjustments that we would recommend you to apply to your settings within your Authorize.net account.
To adjust your settings, please go to Login > Authorize.net account, click on Account > Payment Form > Form Fields, and uncheck all the fields that are set as "Required", as shown in the next illustration:
* Optional Services:
Pre-Auth Filter: This service applies to initials orders only. It allows you to pre-auth a higher dollar amount on the customer’s credit card before approving the current order to verify if extra funds are available. This is of great benefit when doing Free Trials as it helps you increase your chances of a successful rebill.
Once you enable this feature, you will be asked if you want to void the pre-auth or not, but the default setting will be YES.
When set to YES: if the pre-auth is successful, it gets voided immediately and the current order is approved.
When set to NO: if the pre-auth is successful it may remain active for up to 30 days and you can use this pre-auth amount to capture with the next recurring order, some exceptions may apply. However, please keep in mind that this feature is intended to be used only when the next recurring order is a rebill charge and not a shippable product.
In both cases if the pre-auth fails, the current order gets declined and the system will keep log of the decline reason under the declined order details.
To enable this feature, you will set the pre-auth filter to YES under the gateway profile within your CRM, as indicated in the above parameters description. Also, under the gateway profile you will specify whether you want to void this pre-auth or not. Next, you will assign the gateway to the campaign where you would like to use the filter, and you will set the amount that you want to pre-auth at the campaign level. This will be disabled by default with a $0.00 amount in it, and it gets enabled as soon as you enter a valid dollar amount to pre-auth.
You can assign the same gateway to multiple campaigns and set different pre-auth amounts based on your needs per campaign.
Exceptions that may apply when using the pre-auth amount to capture with the next recurring order:
- If the pre-auth is no longer valid at the time that Lime Light CRM tries to capture the amount for the next rebill, Lime Light CRM will submit a new sale
- If you attempt to use this feature and the next recurring order is a shippable product, not a rebill, Lime Light CRM will not capture the pre-auth amount at the time it process the next recurring order, but instead it will submit a new sale with the correct amount
- If the order has recurring upsells and the upsell’s recurring date falls into the same day as the main product’s recurring date, Lime Light CRM will bundle the total amount under one single charge and this total amount will be different than the pre-auth amount; in this case Lime Light CRM will not capture the pre-auth amount at the time it process the next recurring order, but instead it will submit a new sale with the correct amount