Difference between revisions of "Enable Customer Information Manager (CIM) with Authorize"

From Support Wiki
Jump to navigation Jump to search
 
Line 1: Line 1:
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E01L0HA">If you are a customer with Authorize.Net, the Customer Information Manager can be enabled on your account with them which will allow secure storage of credit/debit cards and/or bank account information (referred to as epayment profiles ).</span></div>
+
  <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E01L0HA">If you are a customer with Authorize.Net, the Customer Information Manager can be enabled on your account with them which will allow secure storage of credit/debit cards and/or bank account information (referred to as epayment profiles ).</span></div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0ZL0HA">[[Image:ChamberMaster_Billing-Enable_Customer_Information_Manager_(CIM)_with_A-CMBilling.1.106.1.jpg]]</span></div>
+
   <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0ZL0HA">[[Image:ChamberMaster_Billing-Enable_Customer_Information_Manager_(CIM)_with_A-CMBilling.1.106.1.jpg]]</span></div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0YL0HA">ChamberMaster / MemberZone then accesses these secure profiles to allow recurring credit/debit card billing or recurring ACH transactions from ChamberMaster / MemberZone.  This feature also allows a member to save account information for use next time they pay a bill or checkout.</span></div>
+
   <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0YL0HA">ChamberMaster / MemberZone then accesses these secure profiles to allow recurring credit/debit card billing or recurring ACH transactions from ChamberMaster / MemberZone.  This feature also allows a member to save account information for use next time they pay a bill or checkout.</span></div>
   <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0XL0HA">Enable Customer Information Manager (CIM) with Authorize.Net</span></div>
+
   <div style="color: #5F497A; font-family: Arial; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0XL0HA">Enable Customer Information Manager (CIM) with Authorize.Net</span></div>
   <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt;"><span id="wwpID0E0WL0HA">Note: these steps may change but should give the general idea of what it may look like on your Authorize.Net account.</span></div>
+
   <div style="color: #5F497A; font-family: Arial; font-size: 9pt; margin-bottom: 12pt;"><span id="wwpID0E0WL0HA">Note: these steps may change but should give the general idea of what it may look like on your Authorize.Net account.</span></div>
 
   <div style="margin-left: 36pt;margin-bottom: 12pt;">
 
   <div style="margin-left: 36pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">1. </span></div></td>
+
         <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">1. </span></div></td>
         <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0E0VL0HA">Login to your Authorize.Net account at </span><span style="color: #0000FF; font-family: Calibri; font-size: 11pt; text-decoration: underline;">[http://www.authorize.net www.authorize.net]</span>.</div></td>
+
         <td><div style="font-family: Arial; font-size: 11pt; text-align: justify;"><span id="wwpID0E0VL0HA">Login to your Authorize.Net account at </span><span style="color: #0000FF; font-family: Arial; font-size: 11pt; text-decoration: underline;">[http://www.authorize.net www.authorize.net]</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 15: Line 15:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">2. </span></div></td>
+
         <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">2. </span></div></td>
         <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0E0UL0HA">Select </span><span style="font-weight: bold;">Customer Information Manager (CIM) </span>from the home screen.</div></td>
+
         <td><div style="font-family: Arial; font-size: 11pt; text-align: justify;"><span id="wwpID0E0UL0HA">Select </span><span style="font-weight: bold;">Customer Information Manager (CIM) </span>from the home screen.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 23: Line 23:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">3. </span></div></td>
+
         <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">3. </span></div></td>
         <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0E0TL0HA">Click on </span><span style="font-weight: bold;">Sign up for Customer Information Manager (CIM) Now</span>.</div></td>
+
         <td><div style="font-family: Arial; font-size: 11pt; text-align: justify;"><span id="wwpID0E0TL0HA">Click on </span><span style="font-weight: bold;">Sign up for Customer Information Manager (CIM) Now</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0SL0HA">[[Image:ChamberMaster_Billing-Enable_Customer_Information_Manager_(CIM)_with_A-CMBilling.1.106.2.jpg]]</span></div>
+
   <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0SL0HA">[[Image:ChamberMaster_Billing-Enable_Customer_Information_Manager_(CIM)_with_A-CMBilling.1.106.2.jpg]]</span></div>
 
   <div style="margin-left: 36pt;margin-bottom: 12pt;">
 
   <div style="margin-left: 36pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">4. </span></div></td>
+
         <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">4. </span></div></td>
         <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0E0RL0HA">Select the checkmark </span><span style="font-weight: bold;">I have read and understand the Terms of Service</span>. Click <span style="font-weight: bold;">I Agree</span>.</div></td>
+
         <td><div style="font-family: Arial; font-size: 11pt; text-align: justify;"><span id="wwpID0E0RL0HA">Select the checkmark </span><span style="font-weight: bold;">I have read and understand the Terms of Service</span>. Click <span style="font-weight: bold;">I Agree</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0QL0HA">[[Image:ChamberMaster_Billing-Enable_Customer_Information_Manager_(CIM)_with_A-CMBilling.1.106.3.jpg]]</span></div>
+
   <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0QL0HA">[[Image:ChamberMaster_Billing-Enable_Customer_Information_Manager_(CIM)_with_A-CMBilling.1.106.3.jpg]]</span></div>
 
   <div style="margin-left: 36pt;margin-bottom: 12pt;">
 
   <div style="margin-left: 36pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: left;"><span style="font-family: Calibri; font-size: 10pt;">5. </span></div></td>
+
         <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt; text-align: left;"><span style="font-family: Arial; font-size: 10pt;">5. </span></div></td>
         <td><div style="font-family: Calibri; font-size: 11pt; text-align: left;"><span id="wwpID0E0PL0HA">You are now signed up and ready to enable the settings in ChamberMaster / MemberZone.</span></div></td>
+
         <td><div style="font-family: Arial; font-size: 11pt; text-align: left;"><span id="wwpID0E0PL0HA">You are now signed up and ready to enable the settings in ChamberMaster / MemberZone.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt;"><span id="wwpID0E0OL0HA">After signing up, there is an option to view and manage the payment profiles in Authorize.Net under Products and Services or under the Home menu. ChamberMaster /MemberZone also provides the option to </span><span style="font-family: Calibri; font-size: 9pt;">add</span> and <span style="font-family: Calibri; font-size: 9pt;">edit payment profiles</span>.</div>
+
   <div style="color: #5F497A; font-family: Arial; font-size: 9pt; margin-bottom: 12pt;"><span id="wwpID0E0OL0HA">After signing up, there is an option to view and manage the payment profiles in Authorize.Net under Products and Services or under the Home menu. ChamberMaster /MemberZone also provides the option to </span><span style="font-family: Arial; font-size: 9pt;">add</span> and <span style="font-family: Arial; font-size: 9pt;">edit payment profiles</span>.</div>

Latest revision as of 22:19, 10 February 2016

If you are a customer with Authorize.Net, the Customer Information Manager can be enabled on your account with them which will allow secure storage of credit/debit cards and/or bank account information (referred to as epayment profiles ).
ChamberMaster Billing-Enable Customer Information Manager (CIM) with A-CMBilling.1.106.1.jpg
ChamberMaster / MemberZone then accesses these secure profiles to allow recurring credit/debit card billing or recurring ACH transactions from ChamberMaster / MemberZone. This feature also allows a member to save account information for use next time they pay a bill or checkout.
Enable Customer Information Manager (CIM) with Authorize.Net
Note: these steps may change but should give the general idea of what it may look like on your Authorize.Net account.
1.
Login to your Authorize.Net account at www.authorize.net.
2.
Select Customer Information Manager (CIM) from the home screen.
3.
Click on Sign up for Customer Information Manager (CIM) Now.
ChamberMaster Billing-Enable Customer Information Manager (CIM) with A-CMBilling.1.106.2.jpg
4.
Select the checkmark I have read and understand the Terms of Service. Click I Agree.
ChamberMaster Billing-Enable Customer Information Manager (CIM) with A-CMBilling.1.106.3.jpg
5.
You are now signed up and ready to enable the settings in ChamberMaster / MemberZone.
After signing up, there is an option to view and manage the payment profiles in Authorize.Net under Products and Services or under the Home menu. ChamberMaster /MemberZone also provides the option to add and edit payment profiles.