What are and how to use Quick Actions in the Merchant Interface? - New Experience (2.0)
KA-07677
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04/08/2025 20:26 PM
1.0
Important Note
This article covers the new Authorize.net experience (2.0) and for Quick Actions in 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 Quick Actions module allows you to quickly link to and access features of the Merchant Interface that you may use frequently.
Default quick actions for Account Owner, Admins and Transaction Managers:
- Accept payment - Navigates to Accept Payment form for processing transactions.
- Send an invoice - Navigates to Invoicing and creating and sending an invoice.
- Find transactions - Navigates to Manage Transactions to search and find transactions.
- View reports - Navigates to Settlement Report and view.
Default quick actions for Account Analyst:
- Find transactions - Navigates to Manage Transactions to search and find transactions.
- View reports - Navigates to Settlement Report and view.
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