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How to authorize card payments in Websites

Covered in this Article: How to authorize card payments in Websites How Authorization Works Setting up Authorization How to authorize card payments in…

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  1. How to authorize card payments in Websites
  2. How Authorization Works
  3. Setting up Authorization

Covered in this Article:

How to authorize card payments in Websites

How Authorization Works

Setting up Authorization

How to authorize card payments in Websites

 
(Version 2)

How to authorize card payments in Websites (video 1) Open in a new tab

How Authorization Works

  • This is not turned on by default  and will require a couple of quick extra steps, covered below
  • The system will remove the monetary value placed in the "authorized amount" from the client's 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 kick in as soon as the card is authorized.
  • Funds may take up to 5 business days before being returned to the client's bank account
  • It ONLY works with Subscriptions and Payment plans.

Please 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.
If you are using Version 1 of the Website builder, click here
How Authorization Works (image 1 of 7) What this shows 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… What this shows Illustrates the "How Authorization Works" section of "How to authorize card payments in Websites". This screenshot appears in the "How Authorization Works" section of "How to authorize card payments in Websites". The text alongside this image reads: 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. If you are using Version 1 of the Website 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 7 What to clickIf 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. If you are using Version 1 of the Website builder, click here
Buttons and menus referenced notTrial daysONLY
Next stepRelated article: What's the difference between Version 1 & Version 2 of the page builders
All 7 steps in this procedure
  1. This is not turned on by default and will require a couple of quick extra steps, covered below
  2. The system will remove the monetary value placed in the "authorized amount" from the client's bank account before crediting it back later.
  3. If the account does not have the funds during the authorization process, they will not be allowed to continue to the next step.
  4. Upon authorization approval, the system will credit back the account for the amount used to authorize.
  5. If you have any " Trial days " attached to the plan, those will kick in as soon as the card is authorized.
  6. Funds may take up to 5 business days before being returned to the client's bank account
  7. It ONLY works with Subscriptions and Payment plans.

Related article:What's the difference between Version 1 & Version 2 of the page builders

Setting up Authorization

1. Head into the website and find the step where the order form is placed

Click on the "3 dots"

Setting up Authorization (image 2 of 7) What this shows 1. What this shows Illustrates the "Setting up Authorization" section of "How to authorize card payments in Websites". This screenshot appears in the "Setting up Authorization" section of "How to authorize card payments in Websites". The text alongside this image reads: 1. Head into the website and find the step where the order form is placed. Immediately after, the guide continues: If you do not see any products attached to your page, you will need to add them before continuing. Image 2 of 7 What this covers1. Head into the website and find the step where the order form is placed
Buttons and menus referenced "3 dots"2. Click on "Products"3. Click on the "Edit" icon6. Click on "Save."Save
Next stepIf you do not see any products attached to your page, you will need to add them before continuing.

2. Click on "Products"

If you do not see any products attached to your page, you will need to add them before continuing. 

Setting up Authorization (image 3 of 7) What this shows If you do not see any products attached to your page, you will need to add them before continuing. What this shows Illustrates the "Setting up Authorization" section of "How to authorize card payments in Websites". This screenshot appears in the "Setting up Authorization" section of "How to authorize card payments in Websites". The text alongside this image reads: If you do not see any products attached to your page, you will need to add them 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 3 of 7 What this coversIf you do not see any products attached to your page, you will need to add them before continuing.
Buttons and menus referenced "3 dots"2. Click on "Products"3. Click on the "Edit" icon6. Click on "Save."Save
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.

3. Click on the "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 return and repeat this process for plan 2 (Annual plan $1490).

Setting up Authorization (image 4 of 7) What this shows First, we will start with plan 1 (monthly $149), then return and repeat this process for plan 2 (Annual plan $1490). What this shows Illustrates the "Setting up Authorization" section of "How to authorize card payments in Websites". This screenshot appears in the "Setting up Authorization" section of "How to authorize card payments in Websites". The text alongside this image reads: First, we will start with plan 1 (monthly $149), then return and repeat this process for plan 2 (Annual plan $1490). Immediately after, the guide continues: 4. Scroll to the bottom and click on "Additional Options". Image 4 of 7 What this coversFirst, we will start with plan 1 (monthly $149), then return and repeat this process for plan 2 (Annual plan $1490).
Buttons and menus referenced "3 dots"2. Click on "Products"3. Click on the "Edit" icon6. Click on "Save."Save
Next step4. Scroll to the bottom and click on "Additional Options"

4. Scroll to the bottom and click on "Additional Options"

Setting up Authorization (image 5 of 7) What this shows 4. What this shows Illustrates the "Setting up Authorization" section of "How to authorize card payments in Websites". This screenshot appears in the "Setting up Authorization" section of "How to authorize card payments in Websites". The text alongside this image reads: 4. Scroll to the bottom and click on "Additional Options". Immediately after, the guide continues: 5. Click on "Custom Authorization" and add your amount. Image 5 of 7 What to click4. Scroll to the bottom and click on "Additional Options"
Buttons and menus referenced "3 dots"2. Click on "Products"3. Click on the "Edit" icon6. Click on "Save."Save
Next step5. Click on "Custom Authorization" and add your amount

5. Click on "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
Setting up Authorization (image 6 of 7) What this shows Keep in mind the amount you place here will be deducted from the clients account. What this shows Illustrates the "Setting up Authorization" section of "How to authorize card payments in Websites". This screenshot appears in the "Setting up Authorization" section of "How to authorize card payments in Websites". 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 6 of 7 What 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 referenced "3 dots"2. Click on "Products"3. Click on the "Edit" icon6. Click on "Save."Save
Next stepMake sure to hit " Save ". That's it.

6. Click on "Save."

Make sure to hit "Save". That's it.

Setting up Authorization (image 7 of 7) What this shows Make sure to hit " Save ". What this shows Illustrates the "Setting up Authorization" section of "How to authorize card payments in Websites". This screenshot appears in the "Setting up Authorization" section of "How to authorize card payments in Websites". The text alongside this image reads: Make sure to hit " Save ". That's it. For context, this section explains: 1. Head into the website and find the step where the order form is placed. Image 7 of 7 How to confirmMake sure to hit " Save ". That's it.
Buttons and menus referenced "3 dots"2. Click on "Products"3. Click on the "Edit" icon6. Click on "Save."Save

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