Authorize.net (Legacy integration)

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Marya Maksimchuk
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Note:

Our team will migrate all legacy integration accounts to our new Authorize.net integration, with prior notification to the account owner. Submit your request using this form if you would like to switch to the latest integration now. If you have more than one workspace, please tell us the names of the specific workspaces where you want the new integration to be enabled. If the request is made by a user with the Member role, we will need the account owner's confirmation before making any changes.

Availability: All plans

Note:

Some payment gateways charge transaction fees. See fee details for Authorize.net here.

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The Authorize.Net integration allows you to set up a payment app for your recipients to pay directly through Authorize.Net via Credit Card, through PandaDoc documents.

Enable the integration

  1. Go to Settings > API & Integrations > Find Authorize.Net. Select the integration, then click Connect;
  2. Sign in into your existing Authorize.Net account (or create a new one);
  3. Once done, you will see a confirmation screen that the authentication has been successful.

Add a payment to your document or template

  1. Click Apps on the right panel
  2. Click on “Payment” to add it
  3. Set it up: assign the payer and set a payment amount 
Click_apps.pngAdd_payment.pngSet_up_your_payment.png

Send the document and collect payment

  1. Once you are ready, send out your document.
  2. Your recipient will open the document and complete it. The document status will become Waiting for payment. 
  3. To proceed to payment, they click the payment icon in the top right and click “Pay”
  4. They will be required to fill out their Credit Card Number, Expiration date and CVV code, then they can make the payment;
  5. Once the payment has been cleared, the document status will become Paid. You and your recipients will receive a confirmation email to notify you the payment has gone through
What_recipient_sees_if_not_all_parties_signed.pngPay_button.pngFill_out_cc_details.pngDocument_paid_and_completed__1_.pngDocument_paid.png

Warning:

Required fields in the payment form are not supported. You can modify field settings in Authorize.net. Go to Settings > Payment form > Form fields and make sure that the Required column is unchecked.

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Set up recurring charges through Authorize.net

Authorize.net allows you to set up a subscription for any customer that you have (in your Authorize.net account) with associated billing details (CC info).

  1. After any charge made via PandaDoc documents, new customers are located in your Authorize.net account with associated billing info.
  2. Then, in Authorize.net, go to Tools > Recurring billing > Create New ARB Subscription. Enter client's details and Submit.

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Troubleshooting

My customer sees an error "Unable to process payment" on the payment attempt

Please make sure that the "Last Name" field is not marked as Required under Customer Billing Information in Authorize.net settings. To check that go to Settings > Payment form > Form fields and verify that the Required column is unchecked.

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Want to learn more about collecting payments through PandaDoc Documents? Check out our Processing Payments with PandaDoc course on the PandaDoc Learning Academy!

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