Authorize.net AIM

Knowledge BaseExtend Formidable FormsAdd Ons → Authorize.net AIM

This plugin allows you to collect Authorize.net AIM payments using Formidable Forms. You must have an Authorize.net plan in order to use this add-on. Learn more about Authorize.net.

Download and install

  1. This add-on requires Formidable Forms Pro. If you haven't already done so, install and activate Formidable Forms Pro.
  2. Download the latest version of the Authorize.net add-on.
  3. In your WordPress admin, go to 'Plugins' → 'Add New' and click the 'Upload Plugin' button at the top of the page.
  4. Upload the zip file you just downloaded in step one. Once the plugin is installed, click 'Activate Plugin' or go to the 'Plugins' page, find 'Formidable Authorize.Net AIM' and click 'Activate'.
  5. In your WordPress admin, go to 'Formidable' → 'Plugin Licenses' and add your Formidable Authorize.Net license key.

Sandbox or Merchant account

Developers information

Go to Authorize.net sandbox and sign up for a sandbox account. Once you receive your credentials via email sign in and follow the merchant account instructions below. Please make sure your environment is set to testing if you are going to use a sandbox account.

Merchant information

Sign up for an Authorize.net merchant account or login if you already have a merchant account. Please make sure your environment is set to Live before using your form.

Connect Authorize.net account

After the Authorize.net plugin is activated you’ll need to set up Formidable Forms to integrate with your Authorize.net merchant account. To do this follow the steps below.

Global settings

  1. Log in to your Merchant account.
  2. Click Account tab from your Merchant account home page.
    Authorize.net Account Tab
  3. Click API Login ID and Transaction Key (under Security Settings).
    Authorize.net API Login ID
  4. Copy your API Login ID.
  5. Paste your API Login ID into your Formidable → Global Settings → Authorize.net → API Login ID.
  6. Navigate back to your Merchant account.
  7. Click Account tab.
  8. Click API Login ID and Transaction Key (under Security Settings).
  9. Fill out your Secret Answer.
    Authorize.net Secret Answer
  10. Copy your Transaction Key.
    Authorize.net Transaction Key
  11. Paste your Transaction Key into your Formidable → Global Settings → Authorize.net → Transaction Key.

Set up a form to collect payments

Collect payment info

If you would like to collect payment info via a credit card, simply add a Credit Card field to your form. You can find more information on how to store credit card information here.

If you would like to collect payment info via e-check, follow the instructions below.

  1. Add two Number fields to your form: one for a Routing number, and one for an Account number.
  2. Add a Single Line Text field to your form for the Bank Name.
  3. Follow the instructions below to link the above fields with your form action.

Please note the following security risks when collecting eCheck and credit card information. It is not recommended to collect and store full credit card or bank information as it comes with added liability. Whenever you are collecting sensitive information, you should use SSL on your site. Depending on your web host, you may be able to get free and easy SSL through Let's Encrypt. Please contact your web host for information on how to set up SSL on your site.

Create a Form Action

Once you have finished setting up the fields that allow a user to enter their payment information, you will want to set up a form action. Use the following instructions to set up your form action.

  1. Go to the form's Settings > Form Actions.
  2. Click on the 'Collect Payment' shopping cart icon.
    Authorize.net Collect Payment Icon
  3. In the first section, fill in necessary information such as the description of the payment, the payment amount, whether it will be one time or reoccurring, the currency of payment, and lastly if you want to use Authorize.net (credit card), an eCheck, or both.
    Authorize.net Form Action
  4. If you are collecting eCheck info, let the form action know which fields hold the bank account info.
    Authorize.net Bank Info
  5. Let the form action know which fields hold customer information.
    Authorize.net Customer Info
  6. If you are collecting shipping information, then make sure this box is checked. Then, let the form action know which fields hold shipping information.
    Authorize.net Shipping Info
  7. If you want to change a fields value after payment is either completed, refunded, or fails, you can do so in the After Payment section.
    Authorize.net After Payment

As with nearly all form actions, you can add conditional logic for collecting payment.

Conditionally show payment fields

When you create a form action that has both 'Authorize.net' and 'eCheck' enabled, a Gateway field will appear in your form automatically. This field will have options for either 'Credit Card' or 'eCheck'.
Authorize.net Gateway FieldThe purpose of this field is to allow the user to input which payment method they will be using. This allows you to either show the credit card field, or the fields for users entering eCheck information using conditional logic. You can follow the instructions below to conditionally show the payment fields.

  1. First, follow Steps 1-3 above to add a form action that allows both Authorize.net (credit card) and eCheck. After doing so, update the form.
  2. Next, follow the instructions above to add both a Credit Card field and fields for eCheck information if you haven't already.
  3. To set up conditional logic for the Credit Card field, click on the field options for the field and click "Use conditional logic", then choose the Payment Gateway equals "authnet_aim" without the quotes. It should look like the following screenshot.
    Authorize.net Conditional Logic Credit Card
  4. To set up conditional logic for fields associated with eCheck info, click on the field options for the field and click "Use conditional logic", then choose the Payment Gateway equals "authnet_echeck" without the quotes. It should look like the following screenshot. Repeat this step as necessary for each eCheck field (Account #, Routing # and Bank Name.)
    Authorize.net Conditional Logic eCheck

Insert a receipt

Show a payment receipt using the shortcode [frm_payment_receipt id=25 layout=right]. Replace 25 with the ID of the entry you would like to show a receipt for. In a View or the success message, you may use [frm_payment_receipt id="[id]"].