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Article Number

KA-07383

Article Total View Count

Last Modified Date

04/09/2025 04:21 AM

Version

3.0

Important Note

This article covers the new Authorize.net experience (2.0) and Workspaces for the new Merchant Interface. For information on how to identify what version of Authorize.net you are on, please see: How to identify what version of Authorize.net you are on and switching between them? - Classic (1.0) and New Experience (2.0)

The new Merchant Interface has several areas referred to as workspaces to perform specific functions and actions, from accepting and managing customer transactions and payments and reports to maintaining and managing your account and users.

Below is a summary of these areas and links to specific knowledge and support documentation.

Dashboard - This workspace contains your tasks, dashboard, news center and business insights
Customers - This workspace contains the functions for adding and managing your customers as part of Customer Information Manager (CIM) service.
- Add New and Manage Customer
Payments - This workspace contains functions for attempting payments in various forms from on demand transactions to sending invoices to receive payment or creating buy now or donate buttons for your website or managing recurring scheduled payments. This includes accessing products like: Accept Payments (the new Virtual Terminal workspace), Manage Transactions (the new transaction search workspace), Invoicing, Simple Checkout, Subscriptions (Automated Recurring Billing workspace)
- Accept Payment - This workspace contains the functions manually processing payments and replacement for the Virtual Terminal.
  - What is Accept Payment and how to use and configure it - New Experience
  - How to configure Accept Payment fields? - New Experience (2.0)
- Manage Transactions - This workspace contains the functions for finding and managing customer transactions and replacement for Transaction Search and Business Day Search.
  - How to search for and manage transactions in the Merchant Interface? - New Experience
  - How to download transaction data in the Merchant Interface? - New Experience
- Invoicing - This workspace contains the functions for adding and managing Invoices.
  - What is and how to sign up for and enabled Invoicing? - New Experience
  - How to use Invoicing? - New Experience
- Simple Checkout - This workspace contains the functions for adding and managing Simple Checkout buttons.
  - What is and how to sign up for and enabled Simple Checkout? - New Experience
  - How to use Simple Checkout? - New Experience
- Subscriptions - This workspace contains the functions for adding and managing your customer subscriptions as part of Automated Recurring Billing (ARB).
  - What is and how to sign up for and enable Automated Recurring Billing (ARB)? - New Experience
  - How to use Automated Recurring Billing (ARB)? - New Experience
Reports - This workspace contains reports on transactions batched and settlement for funding.
- Settlement Report - This workspace contains settlement reports and settle transactions information and statistics.
  - What reports are available in the Merchant Interface and how to download them? - New Experience
- Account Updater Report - This workspace contains reports for Account Updater usage and updates.
  - What is and how to sign up for and enable Account Updater (AU)? - New Experience
  - How to use Account Updater (AU)? - New Experience
Account - This workspace contains functions for managing and maintaining your account and users.
- My Profile - This workspace contains the functions for managing the users profile and information.
- My Business - This workspace contains the functions for adding and manage users and their access.
  - How to manage and update your business information in the Merchant Interface? - New Experience (2.0)
- Manage Billing - This workspace contains the functions for adding and manage users and their access.
  - How to manage and update billing information in the Merchant Interface? - New Experience (2.0)
- Manage Users - This workspace contains the functions for adding and manage users and their access.
- - How to add and manage users in the Merchant Interface? - New Experience
  - Roles and Access Management for New Merchant Interface - New Experience
- Manage Billing - This workspace contains the functions for managing and setting billing and deposit information (for eCheck).
  - How to manage and update billing information in the Merchant Interface? - New Experience
  - What statements are available in the Merchant Interface and how to download them? - New Experience
- Account and API Settings
  - Security Settings
    - Fraud Settings - This workspace contains the functions for managing fraud setting and Advance Fraud Detection Suite).
    - Processor - This workspace contains the settings and management of the processor configuration and accept card type details.
    - API Credentials and Keys - This workspace contains the functions for managing API credentials.
      - What are API Credentials and Keys and how to manage them in the Merchant Interface? - New Experience
    - Authorized Applications - This workspace contains the functions for manage applications approved for account access via OAuth and Authorize.net APIs.
      - What are Authorized Applications and how to manage them in the Merchant Interface? - New Experience
  - Transaction Settings
    - Accept Payment Form Fields - This workspace contains the functions for setting and managing Accept Payment fields.
      - How to configure Accept Payment form settings? - New Experience (2.0)
  - Webhook Notifications - This workspace contains the functions for setting and managing Webhooks subscriptions and endpoints.
    - Webhooks
      - What are Webhooks Notifications and how to enable and use them? - New Experience
  - General Settings - This workspace contains the functions for setting and managing the time zone for your account used to display the date and time in the interface and for your accounts batch cut off time.
    - Time Zone

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