Paypal and Authorize.net in Accrisoft Freedom

Nov 26, 2014 2:14 pm

Introduction

Most companies, at some point, will have a need to handle monetary transactions through their websites, whether that means: taking donations, selling tickets to their events, or letting customers order a product they produce.

Whenever money changes hands on the internet, a 3rd party payment processor is required to authorize the transaction. Most of these payment processors offer the ability for websites to interface with them directly, so that a user will not have to be taken off site in order to submit a payment. Here we will go over integrating two of the most popular payment processors - Authorize.net and PayPal - directly into your Freedom installation.

Installing the Commerce Module

The first step in integrating a payment processor is installing the commerce module. You add this in the green interface by navigating to ‘Toolbar’, clicking the ‘Add a Module’ button, and then enabling the commerce module, which is located in the orange interface column.

Once you choose the default module layouts for commerce ( there will usually be only one option: Default ), you will then be taken to an advanced configuration screen for commerce. If you do not have your PayPal or Authorize.net credentials on-hand, you can simply skip this step by hitting the ‘Add’ button at the bottom of the page, and revisit this page when you are ready.

The final part of installing commerce is installing a products directory for commerce to be tied to. If you are only using commerce to accept donations, or sell tickets for events in the events module, you do not have to worry about this directory and can just let directory install with the default options.

Integrating your PayPal or Authorize.net Account

When you are ready to integrate either PayPal or Authorize.net, navigate back to ‘Toolbar’ in green interface, and hit the edit button next to commerce. This will pull up the screen you saw previously, while installing the commerce module.

The two sections at the bottom of this page are called PayPal and Credit Card, the former of which is for setting up simple PayPal buttons. The latter is where you will find settings for integrating PayPal or Authorize.net so that transactions can be completed without a user needing to leave your website.

Integrating Simple Paypal Buttons: Any PayPal account offers the free option of embedding buttons on your website, that will take the user to the PayPal site, to complete the transaction. To easily anable embedding these buttons on your site, change the value of the ‘Accept Paypal’ dropdown to ‘Yes’; you will see the configuration options for PayPal integration fade in below it. Here you will enter details such as the email address of the PayPal account, the name of a button you have created (the default paypal button is used if you have not created any custom buttons on the PayPal site.), and other relatively straight forward details.

Important Note: You will need to make sure to enable PayPal’s IPN ( Instant Payment Notification ) service for this integration to work.

Enabling Direct Credit Card Transactions: If you change the value of the ‘Accept Credit Cards’ dropdown to ‘Yes’, and then change the ’Payment Processor’ dropdown to either ‘Authorize.net’ or ‘Paypal Payments Pro’, you will get the configuration options for your preferred service. Most of the fields here are quite straight forward, although some of the fields require certain account information, that you can only get from logging into your PayPal or Authorize.net account. Make sure to set the Capture type to ‘Authorize-Capture’ before taking your system live, or else some customer’s credit card transactions will not actually go fully through the authorization process.

Testing

If you are using direct credit card transactions, switching the ‘Payment Processor’ dropdown to ‘TEST MODE’, will let you test the site’s shopping cart / payment form or ticket form without a real transaction taking place. Don’t worry about losing your Authorize.net or PayPal credentials when switching to test mode, Freedom will remember your account details when you switch the payment processor back to your preferred service.