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Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
If you are on Version 2 of the page builder click here
Payment Verification Process in Funnels (image 1 of 9)What this shows If you are on Version 2 of the page builder click hereWhat this showsIllustrates the "Payment Verification Process in Funnels" section of "How to authorize card payments using the old funnel builder".This screenshot appears in the "Payment Verification Process in Funnels" section of "How to authorize card payments using the old funnel builder". The text alongside this image reads: If you are on Version 2 of the page 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 9What to clickIf you are on Version 2 of the page builder click here
Buttons and menus referenced(Version 1)Version 2click here
Next 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, by default, is not turned on 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 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 clients bank account.
It 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.
Authorizing a payment using version 1 of the page builder
1. Head into your funnel/ website builder
Select the funnel step your products are attached to.
Authorizing a payment using version 1 of the page builder (image 2 of 9)What this shows Select the funnel step your products are attached to.What this showsIllustrates the "Authorizing a payment using version 1 of the page builder" section of "How to authorize card payments using the old funnel builder".This screenshot appears in the "Authorizing a payment using version 1 of the page builder" section of "How to authorize card payments using the old funnel builder". The text alongside this image reads: Select the funnel step your products are attached to. Immediately after, the guide continues: 3. Click on the "Edit" icon to open up your product settings.Image 2 of 9What to chooseSelect the funnel step your products are attached to.
Buttons and menus referenced2. Click on Products4. Click on Authorize Card6. Click on "Currency"7. Click on USD8. Click on Update
Next step3. Click on the "Edit" icon to open up your product settings
2. Click on Products
Authorizing a payment using version 1 of the page builder (image 3 of 9)What this shows Select the funnel step your products are attached to.What this showsIllustrates the "Authorizing a payment using version 1 of the page builder" section of "How to authorize card payments using the old funnel builder".This screenshot appears in the "Authorizing a payment using version 1 of the page builder" section of "How to authorize card payments using the old funnel builder". The text alongside this image reads: Select the funnel step your products are attached to. Immediately after, the guide continues: 3. Click on the "Edit" icon to open up your product settings.Image 3 of 9What to chooseSelect the funnel step your products are attached to.
Buttons and menus referenced2. Click on Products4. Click on Authorize Card6. Click on "Currency"7. Click on USD8. Click on Update
Next step3. Click on the "Edit" icon to open up your product settings
3. Click on the "Edit" icon to open up your product settings
In this example, there are two plans where "Authorized payments" will need to be turned on (Monthly $149 & Yearly $1490).
First, we will start with plan 1 (Monthly $149) then come back and repeat this process for plan 2 (Yearly plan $1490).
Authorizing a payment using version 1 of the page builder (image 4 of 9)What this shows First, we will start with plan 1 (Monthly $149) then come back and repeat this process for plan 2 (Yearly plan $1490).What this showsIllustrates the "Authorizing a payment using version 1 of the page builder" section of "How to authorize card payments using the old funnel builder".This screenshot appears in the "Authorizing a payment using version 1 of the page builder" section of "How to authorize card payments using the old funnel builder". 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 (Yearly plan $1490). Immediately after, the guide continues: 5. Type the dollar amount you would like to "authorize.".Image 4 of 9What this coversFirst, we will start with plan 1 (Monthly $149) then come back and repeat this process for plan 2 (Yearly plan $1490).
Buttons and menus referenced2. Click on Products4. Click on Authorize Card6. Click on "Currency"7. Click on USD8. Click on Update
Next step5. Type the dollar amount you would like to "authorize."
4. Click on Authorize Card
Authorizing a payment using version 1 of the page builder (image 5 of 9)What this shows First, we will start with plan 1 (Monthly $149) then come back and repeat this process for plan 2 (Yearly plan $1490).What this showsIllustrates the "Authorizing a payment using version 1 of the page builder" section of "How to authorize card payments using the old funnel builder".This screenshot appears in the "Authorizing a payment using version 1 of the page builder" section of "How to authorize card payments using the old funnel builder". 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 (Yearly plan $1490). Immediately after, the guide continues: 5. Type the dollar amount you would like to "authorize.".Image 5 of 9What this coversFirst, we will start with plan 1 (Monthly $149) then come back and repeat this process for plan 2 (Yearly plan $1490).
Buttons and menus referenced2. Click on Products4. Click on Authorize Card6. Click on "Currency"7. Click on USD8. Click on Update
Next step5. Type the dollar amount you would like to "authorize."
5. Type the dollar amount you would like to "authorize."
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.
Authorizing a payment using version 1 of the page builder (image 6 of 9)What this shows Keep in mind the amount you place here will be deducted from the clients account.What this showsIllustrates the "Authorizing a payment using version 1 of the page builder" section of "How to authorize card payments using the old funnel builder".This screenshot appears in the "Authorizing a payment using version 1 of the page builder" section of "How to authorize card payments using the old funnel builder". 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: Enter the currency you wish to use.Image 6 of 9What 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.
Buttons and menus referenced2. Click on Products4. Click on Authorize Card6. Click on "Currency"7. Click on USD8. Click on Update
Next stepEnter the currency you wish to use
6. Click on "Currency"
Enter the currency you wish to use
Authorizing a payment using version 1 of the page builder (image 7 of 9)What this shows Enter the currency you wish to useWhat this showsIllustrates the "Authorizing a payment using version 1 of the page builder" section of "How to authorize card payments using the old funnel builder".This screenshot appears in the "Authorizing a payment using version 1 of the page builder" section of "How to authorize card payments using the old funnel builder". The text alongside this image reads: Enter the currency you wish to use. For context, this section explains: In this example, there are two plans where "Authorized payments" will need to be turned on (Monthly $149 & Yearly $1490). Immediately after, the guide continues: For this example we will use USD.Image 7 of 9What to fill inEnter the currency you wish to use
Buttons and menus referenced2. Click on Products4. Click on Authorize Card6. Click on "Currency"7. Click on USD8. Click on Update
Next stepFor this example we will use USD.
7. Click on USD
For this example we will use USD.
Authorizing a payment using version 1 of the page builder (image 8 of 9)What this shows For this example we will use USD.What this showsIllustrates the "Authorizing a payment using version 1 of the page builder" section of "How to authorize card payments using the old funnel builder".This screenshot appears in the "Authorizing a payment using version 1 of the page builder" section of "How to authorize card payments using the old funnel builder". The text alongside this image reads: For this example we will use USD. For context, this section explains: In this example, there are two plans where "Authorized payments" will need to be turned on (Monthly $149 & Yearly $1490). Immediately after, the guide continues: Make sure to hit "Update". That's it.Image 8 of 9What this coversFor this example we will use USD.
Buttons and menus referenced2. Click on Products4. Click on Authorize Card6. Click on "Currency"7. Click on USD8. Click on Update
Next stepMake sure to hit "Update". That's it.
8. Click on Update
Make sure to hit "Update". That's it.
Authorizing a payment using version 1 of the page builder (image 9 of 9)What this shows Make sure to hit "Update".What this showsIllustrates the "Authorizing a payment using version 1 of the page builder" section of "How to authorize card payments using the old funnel builder".This screenshot appears in the "Authorizing a payment using version 1 of the page builder" section of "How to authorize card payments using the old funnel builder". The text alongside this image reads: Make sure to hit "Update". That's it. For context, this section explains: In this example, there are two plans where "Authorized payments" will need to be turned on (Monthly $149 & Yearly $1490).Image 9 of 9What to clickMake sure to hit "Update". That's it.
Buttons and menus referenced2. Click on Products4. Click on Authorize Card6. Click on "Currency"7. Click on USD8. Click on Update
