Work 365

Work 365 can automatically charge invoices via credit card payment profiles. Work 365 is fully PCI compliant and does not store any confidential information. All confidential information is stored via the Payment provider.

To set up a Work 365 Payment Processor:

1. Navigate to Work 365 > Payment Processors
   
2. Create a new payment processor record with the following details
   1. Login ID and Transaction Key will be provided by Payment Provider.
      1. For Authorize.Net: Login to Authorize.Net > Account > API Credentials and Keys
         1. Note: If a Transaction Key is already listed, copy the existing Key. If no transaction key is created, select “New Transaction Key.”
            

            Name	Authorize·Net
            Internal Name	Work365.PaymentProcessors.AuthorizeNet
            Login Id	Authorize.Net API Login ID
            Transaction Key	Authorize.Net Transaction Key
            Payment Environment	Select Sandbox or Production
            Currency Code	Select Currency (Dropdown)

3. Save the record.