Articles on: Invoicing & Payments

Setting Up the CIM Payment Plugin

The Customer Information Manager (CIM) system allows you to store customers' sensitive payment information on's secure servers, simplifying your compliance with the Payment Card Industry Data Security Standard (PCI DSS).

In order to configure your CIM plugin, navigate to Settings > Plugins > Payment Processors.

Click CIM in the drop-down.

If you are utilizing 2Checkout, it is recommended to mark Yes next to In Signup so that your clients can pay with PayPal during the signup and payment process.

Other Options:

Field Name Description
One-Time PaymentsSelect YES if you want to allow customers to make one-time payments through this payment processor.
Available in Profile Billing TabThis plugin is available to admins in the user's profile billing tab.
Authorize.Net CIM API Login IDPlease enter your Authorize.Net CIM API Login ID here.
Authorize.Net CIM Transaction KeyPlease enter your Authorize.Net CIM Transaction Key here.
Authorize.Net CIM Test ModeSelect YES if you want to use Authorize.Net CIM testing server, so no actual monetary transactions are made.
Disable validate client Authnet CIM payment profileSelect YES if you want to avoid Authorize.Net CIM to validate the client Authnet CIM payment profile on every transaction. This will also stop Authorize.Net CIM sending some emails about validation transactions.
Signup NameSelect the name to display in the signup process for this payment type. Example: eCheck or Credit Card.

Updated on: 08/03/2023

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