Difference between revisions of "Accept.js by Authorize.net"

From WHMCS Documentation

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== About this Module ==
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<div class="docs-alert-success">
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The WHMCS Official Accept.js by <nowiki>Authorize.net</nowiki> module was introduced in WHMCS 7.3.
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</div> 
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Accept.js is a tokenised gateway. As a result, Accept.js stores customers' submitted personal credit card information remotely. We recommend using a tokenised gateway for security and reduced liability.
 
{{gateways
 
{{gateways
 
| type = token
 
| type = token
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| AddPayMethod API = no
 
| AddPayMethod API = no
 
}}
 
}}
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== Adding the Accept.js by Authorize.net Payment Gateway ==
  
The WHMCS Official Accept.js by <nowiki>Authorize.net</nowiki> module was introduced in WHMCS 7.3.
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To set up the Accept.js by Authorize.net payment gateway in WHMCS:
 
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Accept.js is a tokenised gateway. As a result, Accept.js stores customers' submitted personal credit card information remotely. We recommend using a tokenised gateway for security and reduced liability.
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# Ensure that you have installed a valid SSL certificate for your site and have configured your system URL in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]''' (or '''Setup > General Settings''' prior to WHMCS 8.0) to [[Configuration|serve pages over SSL]]. Your system URL should begin with <tt>https</tt> and visitors should be able to navigate your site without security acceptance prompts.
 
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# Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Payment Gateways'''.
==Setup==
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# Choose the '''All Payment Gateways''' tab.
 
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# Click '''Authorize.net Accept.js'''.
To set up this module:
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# Check '''Show on Order Form''' to display this payment method in the Client Area during checkout.
 
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# Enter the '''API Login ID''' and '''Transaction Key''' values. You can find these in your Authorize.net account at '''Account > Security Settings > API Credentials & Keys'''.
# Ensure that you have installed a valid SSL certificate for your site and that you have configured your system URL in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' (or '''Setup > General Settings''' prior to WHMCS 8.0) to [[Configuration|serve pages over SSL]]. Your system URL should begin with <tt>https</tt> and visitors should be able to navigate your site without security acceptance prompts.
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# Enter your '''Public Client Key''' value. You can find this in your Authorize.net account at '''Account > Security Settings > Manage Public Client Key'''.
# Activate the '''Accept.js''' module in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payment Gateways''' or, prior to WHMCS 8.0, '''Setup > Payments > Payment Gateways'''.
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# Click '''Save Changes'''.
# When the system prompts you after activation, enter the '''API Login ID''', '''Transaction Key''', and '''Public Client Key'''. Accept.js uses API keys for authentication. You can find or generate these inside the Authorize.net portal under '''Account > Security Settings > API Credentials & Keys'''.
 
# Customise the '''Display Name'''. We recommend <tt>Accept by Authorize.net</tt>.
 
# Click '''Save Changes''' to complete the setup process.
 
 
 
Accept.js is now active and ready for use.
 
  
 
<div class="docs-alert-danger">
 
<div class="docs-alert-danger">
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</div>
 
</div>
  
==Payment Workflow==
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== Payment Workflow ==
  
 
This workflow supports automated recurring and on-demand billing.  
 
This workflow supports automated recurring and on-demand billing.  
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The system uses the Accept.js API for obtaining transaction information, and uses the Accept.js.js library for payments and card updates.
 
The system uses the Accept.js API for obtaining transaction information, and uses the Accept.js.js library for payments and card updates.
  
==Migrating to Accept.js==
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== Migrating to Accept.js ==
  
 
Our Accept.js module supports migrating credit card details from WHMCS to the Accept.js tokenisation system. This allows for a seamless transition from another merchant gateway provider to Accept.js.
 
Our Accept.js module supports migrating credit card details from WHMCS to the Accept.js tokenisation system. This allows for a seamless transition from another merchant gateway provider to Accept.js.
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<span class="title">Note</span><br />
 
<span class="title">Note</span><br />
 
The system will send existing locally-stored credit card details to Accept.js and convert them to a token the first time that the client attempts a payment using the Accept.js module. Until that time, locally-stored credit card details will remain within WHMCS.</div>
 
The system will send existing locally-stored credit card details to Accept.js and convert them to a token the first time that the client attempts a payment using the Accept.js module. Until that time, locally-stored credit card details will remain within WHMCS.</div>
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== Troubleshooting ==
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''N/A''

Revision as of 20:35, 18 March 2022

About this Module

The WHMCS Official Accept.js by Authorize.net module was introduced in WHMCS 7.3.

Accept.js is a tokenised gateway. As a result, Accept.js stores customers' submitted personal credit card information remotely. We recommend using a tokenised gateway for security and reduced liability.

Supported Features

Type One Time Recurring Refunds 3D Secure
Token Yes Yes Yes No
Remote Update Card Remote Delete Card AddPayMethod API
Yes Yes No

Adding the Accept.js by Authorize.net Payment Gateway

To set up the Accept.js by Authorize.net payment gateway in WHMCS:

  1. Ensure that you have installed a valid SSL certificate for your site and have configured your system URL in Configuration () > System Settings > General Settings (or Setup > General Settings prior to WHMCS 8.0) to serve pages over SSL. Your system URL should begin with https and visitors should be able to navigate your site without security acceptance prompts.
  2. Go to Configuration () > System Settings > Payment Gateways or, prior to WHMCS 8.0, Setup > Products/Services > Payment Gateways.
  3. Choose the All Payment Gateways tab.
  4. Click Authorize.net Accept.js.
  5. Check Show on Order Form to display this payment method in the Client Area during checkout.
  6. Enter the API Login ID and Transaction Key values. You can find these in your Authorize.net account at Account > Security Settings > API Credentials & Keys.
  7. Enter your Public Client Key value. You can find this in your Authorize.net account at Account > Security Settings > Manage Public Client Key.
  8. Click Save Changes.

Warning
The Accept.js gateway module is not compatible with the Modern or Boxes order form templates.

Payment Workflow

This workflow supports automated recurring and on-demand billing.

When they pay, customers can choose to use a previously-stored card or enter a new one and can update their card at any time from the client area. Admin level users with the necessary permissions can also perform card updates from the admin area.

  • Within this workflow, customers never leave your WHMCS installation during checkout or when updating their card.
  • The system submits personal card information directly to Accept.js and never stores it on your local WHMCS installation.

The system uses the Accept.js API for obtaining transaction information, and uses the Accept.js.js library for payments and card updates.

Migrating to Accept.js

Our Accept.js module supports migrating credit card details from WHMCS to the Accept.js tokenisation system. This allows for a seamless transition from another merchant gateway provider to Accept.js.

Migration of existing clients' locally-stored credit card data occurs during the next payment process for each client. The first time the system attempts a payment capture for an invoice using Accept.js, the system will submit credit card details to Accept.js and create and store a token. The system will remove any locally-stored card details for that client.

To migrate all of your credit card processing to Accept.js, follow the steps below:

  1. Navigate to Configuration () > System Settings > Payment Gateways or, prior to WHMCS 8.0, Setup > Payments > Payment Gateways.
  2. Ensure that you have activated the Accept.js module.
  3. Select the Deactivate link for your previous merchant gateway provider.
  4. When the system prompts you, select Accept.js.
  5. Click OK to complete the process.

Note

The system will send existing locally-stored credit card details to Accept.js and convert them to a token the first time that the client attempts a payment using the Accept.js module. Until that time, locally-stored credit card details will remain within WHMCS.

Troubleshooting

N/A