Setup Payment Processors

By default, there are two standard Payment Processors included in the Salesorder app that allow you to process Credit Card payments:

  • PayPal and
  • Authorize.net (ADN)

A popup form, hosted by the Payment Processor company, is used to capture the Credit Card details.

When the payment is completed your system automatically receives notification from the Payment Processor about whether the payment has been successful or not.

If the payment has been processed successfully the status on the Cash Sale or Customer Payment will be updated.

Setup PayPal

To setup PayPal, go to:

SETUP > Payment Processors > View Paypal > Edit

Click Enable and enter your PayPal Email.

Go to:

ACCOUNTING > Currencies > View Currency > Edit > Select Default Payment Processor

Setup ADN

To setup Authorize.net,  go to:

SETUP > Payment Processors > View Authorize.net (SIM) > Edit

Click Enable and/or Live and enter your Merchant API Login ID and Merchant Transaction Key.

Go to:

ACCOUNTING > Currencies > View Currency > Edit > Select Default Payment Processor

Additional ADN Plugin

There is an additional plugin in Salesorder for ADN that offers a more sophisticated service.

NOTE: you must set up the Standard ADN processor before installing this plugin.

Firstly, it allows the card details to be stored securely, so that they can be used with a single click the next time payment is made.

When taking the payment, once the card details have been entered, there is the option to ‘Pay’ or to ‘Pay and Store’ which will store the card details securely in the customer profile.

If a customer, for example, wishes to change their card, you can enter the new card details and select ‘Update and Store’.

The plugin also provides the facility to pre-authorize payments, and subsequently take payment of authorized transactions.

When taking the payment, once the card details have been entered there is the option to ‘Authorize’ or to ‘Authorize and Store’.

The plugin instantiates two new buttons on both the Cash Sales and Payments from Customers Lists. The ‘List Authorized’ button shows you all the pre-authorized documents, and the ‘Pay Authorized’ button allows you to pay (process) them all in bulk.

This is particularly useful for customers who are importing orders with pre-authorized payments from shopping carts. The payment ID can be passed over in the order and will inherit onto the subsequent Cash Sale allowing the above buttons to be used.

Installing the plugin

  1. Go to Plugin store.
  2. Locate Authorize.net Credit Card Payment.
  3. Go to the Plugin Config Page – Check the appropriate boxes.
  4. Enable Live mode.
  5. Enable payment only (capture payment immediately).
  6. Enable payment with pre-auth (two stages, authorize then capture payment later).
  7. Live mode – Uncheck until you’re ready to test.

Further Payment Processor Plugins

Salesorder also has integrations with Paragon, Cybersource and USAepay.

We’re busy writing this and this section will be updated soon.

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