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Payment Verification Process in Funnels (Version 2)
Payment Verification Process in Funnels (Version 2) (video 1)Open in a new tab
If you are using Version 1 of the funnel builder, click here
Payment Verification Process in Funnels (Version 2) (image 1 of 6)What this shows If you are using Version 1 of the funnel builder, click hereWhat this showsIllustrates the "Payment Verification Process in Funnels (Version 2)" section of "How to authorize card payments in funnels".This screenshot appears in the "Payment Verification Process in Funnels (Version 2)" section of "How to authorize card payments in funnels". The text alongside this image reads: If you are using Version 1 of the funnel builder, click here. Immediately after, the guide continues: Related article: What's the difference between Version 1 & Version 2 of the page builders.Image 1 of 6What to clickIf you are using Version 1 of the funnel builder, click hereNext stepRelated article: What's the difference between Version 1 & Version 2 of the page builders
Related article:What's the difference between Version 1 & Version 2 of the page builders
How Authorization works:
This is not turned on by default and will require a couple quick extra steps, covered below
The system will remove the monetary value placed in the "authorize amount" from the clients bank account before crediting it back later.
If the account does not have the funds during the authorization process, they will not be allowed to continue to the next step.
Upon authorization approval the system will credit back the account for the amount used to authorize.
If you have any "Trial days" attached to the plan those will also kick in as soon as the card is authorized.
Funds may take up to 5 business days before being return to the clients bank account
ONLY works with Subscriptions and Payment plans.
Note:
If you would like to authorize payment before purchase for all your plans, this process will need to be repeated for each plan attached to the payment form.
Authorization Setup
1. Click on Products
Head into your funnel step where the order form is placed, click on products.
Please note if you are not seeing any products attached to your page, you will need add them first before continuing.
Authorization Setup (image 2 of 6)What this shows Please note if you are not seeing any products attached to your page, you will need add them first before continuing.What this showsIllustrates the "Authorization Setup" section of "How to authorize card payments in funnels".This screenshot appears in the "Authorization Setup" section of "How to authorize card payments in funnels". The text alongside this image reads: Please note if you are not seeing any products attached to your page, you will need add them first before continuing. Immediately after, the guide continues: This will open the product settings. In this example there are two plans (monthly $149 & Annual $1490) where "Authorization" will need to be turned on.Image 2 of 6What this coversPlease note if you are not seeing any products attached to your page, you will need add them first before continuing.
Buttons and menus referencedONLY
Next stepThis will open the product settings. In this example there are two plans (monthly $149 & Annual $1490) where "Authorization" will need to be turned on.
2. Click on "Edit" icon
This will open the product settings. In this example there are two plans (monthly $149 & Annual $1490) where "Authorization" will need to be turned on.
First we will start with plan 1 (monthly $149) then come back and repeat this process for plan 2 (Annual plan $1490).
Authorization Setup (image 3 of 6)What this shows First we will start with plan 1 (monthly $149) then come back and repeat this process for plan 2 (Annual plan $1490).What this showsIllustrates the "Authorization Setup" section of "How to authorize card payments in funnels".This screenshot appears in the "Authorization Setup" section of "How to authorize card payments in funnels". The text alongside this image reads: First we will start with plan 1 (monthly $149) then come back and repeat this process for plan 2 (Annual plan $1490). Immediately after, the guide continues: 3. Scroll to the bottom and click on "Additional Options>".Image 3 of 6What this coversFirst we will start with plan 1 (monthly $149) then come back and repeat this process for plan 2 (Annual plan $1490).
Buttons and menus referencedONLY
Next step3. Scroll to the bottom and click on "Additional Options>"
3. Scroll to the bottom and click on "Additional Options>"
Authorization Setup (image 4 of 6)What this shows 3.What this showsIllustrates the "Authorization Setup" section of "How to authorize card payments in funnels".This screenshot appears in the "Authorization Setup" section of "How to authorize card payments in funnels". The text alongside this image reads: 3. Scroll to the bottom and click on "Additional Options>". Immediately after, the guide continues: 4. Click on the input field "Custom Authorization" and add your amount.Image 4 of 6What to click3. Scroll to the bottom and click on "Additional Options>"
Buttons and menus referencedONLY
Next step4. Click on the input field "Custom Authorization" and add your amount
4. Click on the input field "Custom Authorization" and add your amount
Please Note:
Keep in mind the amount you place here will be deducted from the clients account. If the funds are unavailable they will not be able to proceed.
In this example: The system will take "$1" out of the clients account and then refund the "$1" back.
The refund process may take up to 5 business days before returning the amount taken.
ONLY works with Subscriptions and Payment plans.
The number should be:
equal to or more than 1,
number of decimals should be just two.
Should NOT be a negative number
Authorization Setup (image 5 of 6)What this shows Keep in mind the amount you place here will be deducted from the clients account.What this showsIllustrates the "Authorization Setup" section of "How to authorize card payments in funnels".This screenshot appears in the "Authorization Setup" section of "How to authorize card payments in funnels". The text alongside this image reads: Keep in mind the amount you place here will be deducted from the clients account. If the funds are unavailable they will not be able to proceed. In this example: The system will take "$1" out of the clients account and then refund the "$1" back. The refund process may take up to 5 business days…. Immediately after, the guide continues: Make sure to hit "Save", that's it.Image 5 of 6What this coversKeep in mind the amount you place here will be deducted from the clients account. If the funds are unavailable they will not be able to proceed. In this example: The system will take "$1" out of the clients account and then refund the "$1" back. The refund process may take up to 5 business days before returning the amount taken. ONLY works with Subscriptions and Payment plans. The number should be: equal to or more than 1, number of decimals should be just two. Should NOT be a negative number
Buttons and menus referencedONLY
Next stepMake sure to hit "Save", that's it.
5. Click on "Save"
Make sure to hit "Save", that's it.
Authorization Setup (image 6 of 6)What this shows Make sure to hit "Save", that's it.What this showsIllustrates the "Authorization Setup" section of "How to authorize card payments in funnels".This screenshot appears in the "Authorization Setup" section of "How to authorize card payments in funnels". The text alongside this image reads: Make sure to hit "Save", that's it. For context, this section explains: Head into your funnel step where the order form is placed, click on products.Image 6 of 6How to confirmMake sure to hit "Save", that's it.
