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How to authorize card payments using the older version of the website builder
(Version 1)
How to authorize card payments using the older version of the website builder (video 1)Open in a new tab
If you are using Version 2 of the Website builder,click here
How to authorize card payments using the older version of the website builder (image 1 of 8)What this shows If you are using Version 2 of the Website builder, click hereWhat this showsIllustrates the "How to authorize card payments using the older version of the website builder" section of "How to authorize card payments using the old Website builder".This screenshot appears in the "How to authorize card payments using the older version of the website builder" section of "How to authorize card payments using the old Website builder". The text alongside this image reads: If you are using Version 2 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 8What to clickIf you are using Version 2 of the Website 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 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.
1. Head into the website and find the step where the order form is placed
Click on the "3 dots".
How Authorization works: (image 2 of 8)What this shows 1.What this showsIllustrates the "How Authorization works:" section of "How to authorize card payments using the old Website builder".This screenshot appears in the "How Authorization works:" section of "How to authorize card payments using the old Website builder". 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 are not seeing any products attached to your page, you will need add them first before continuing.Image 2 of 8What 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"2. Click on the "Edit" icon4. Click on Authorize Card6. Click on "Currency"7. Click on USD8. Click on UpdateUpdate
Next stepIf you are not seeing any products attached to your page, you will need add them first before continuing.
2. Click on "Products"
If you are not seeing any products attached to your page, you will need add them first before continuing.
How Authorization works: (image 3 of 8)What this shows If you are not seeing any products attached to your page, you will need add them first before continuing.What this showsIllustrates the "How Authorization works:" section of "How to authorize card payments using the old Website builder".This screenshot appears in the "How Authorization works:" section of "How to authorize card payments using the old Website builder". The text alongside this image reads: 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 3 of 8What this coversIf you are not seeing any products attached to your page, you will need add them first before continuing.
Buttons and menus referenced"3 dots".2. Click on "Products"2. Click on the "Edit" icon4. Click on Authorize Card6. Click on "Currency"7. Click on USD8. Click on UpdateUpdate
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 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 come back and repeat this process for plan 2 (Annual plan $1490).
How Authorization works: (image 4 of 8)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 "How Authorization works:" section of "How to authorize card payments using the old Website builder".This screenshot appears in the "How Authorization works:" section of "How to authorize card payments using the old Website 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 (Annual plan $1490). Immediately after, the guide continues: 5. Type the dollar amount you would like to "authorize".Image 4 of 8What 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 referenced"3 dots".2. Click on "Products"2. Click on the "Edit" icon4. Click on Authorize Card6. Click on "Currency"7. Click on USD8. Click on UpdateUpdate
Next step5. Type the dollar amount you would like to "authorize"
4. Click on Authorize Card
How Authorization works: (image 5 of 8)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 "How Authorization works:" section of "How to authorize card payments using the old Website builder".This screenshot appears in the "How Authorization works:" section of "How to authorize card payments using the old Website 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 (Annual plan $1490). Immediately after, the guide continues: 5. Type the dollar amount you would like to "authorize".Image 5 of 8What 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 referenced"3 dots".2. Click on "Products"2. Click on the "Edit" icon4. Click on Authorize Card6. Click on "Currency"7. Click on USD8. Click on UpdateUpdate
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 subscription and payment plans
How Authorization works: (image 6 of 8)What this shows Keep in mind the amount you place here will be deducted from the clients account.What this showsIllustrates the "How Authorization works:" section of "How to authorize card payments using the old Website builder".This screenshot appears in the "How Authorization works:" section of "How to authorize card payments using the old Website 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 8What 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 subscription and payment plans
Buttons and menus referenced"3 dots".2. Click on "Products"2. Click on the "Edit" icon4. Click on Authorize Card6. Click on "Currency"7. Click on USD8. Click on UpdateUpdate
Next stepEnter the currency you wish to use
6. Click on "Currency"
Enter the currency you wish to use
How Authorization works: (image 7 of 8)What this shows Enter the currency you wish to useWhat this showsIllustrates the "How Authorization works:" section of "How to authorize card payments using the old Website builder".This screenshot appears in the "How Authorization works:" section of "How to authorize card payments using the old Website builder". The text alongside this image reads: Enter the currency you wish to use. For context, this section explains: 1. Head into the website and find the step where the order form is placed. Immediately after, the guide continues: For this example, we will use USD.Image 7 of 8What to fill inEnter the currency you wish to use
Buttons and menus referenced"3 dots".2. Click on "Products"2. Click on the "Edit" icon4. Click on Authorize Card6. Click on "Currency"7. Click on USD8. Click on UpdateUpdate
Next stepFor this example, we will use USD.
7. Click on USD
For this example, we will use USD.
How Authorization works: (image 8 of 8)What this shows For this example, we will use USD.What this showsIllustrates the "How Authorization works:" section of "How to authorize card payments using the old Website builder".This screenshot appears in the "How Authorization works:" section of "How to authorize card payments using the old Website builder". The text alongside this image reads: For this example, we will use USD. For context, this section explains: 1. Head into the website and find the step where the order form is placed. Immediately after, the guide continues: Make sure to hit " Update ", that's it.Image 8 of 8What this coversFor this example, we will use USD.
Buttons and menus referenced"3 dots".2. Click on "Products"2. Click on the "Edit" icon4. Click on Authorize Card6. Click on "Currency"7. Click on USD8. Click on UpdateUpdate
