How to Enable Card Payment Authorization on Your Website

This guide walks you through the process of enabling card payment authorization using Version 2 of the system for websites. This feature lets you temporarily hold a specified amount from a customer’s account to verify they have sufficient funds before finalizing the purchase. After the authorization is confirmed, the system will refund the held amount. This process is especially beneficial for subscription-based services and payment plans.

Understanding Card Payment Authorization

Card payment authorization requires some extra setup steps and is not activated by default. Here's a breakdown of how it works:

• The system will temporarily hold an “authorized amount” from the customer’s account.

• If the customer doesn’t have enough funds, they will not be able to proceed with the purchase.

• Once authorization is successful, the system will refund the held amount to the customer.

• In case your service includes a free trial period, the trial will begin only after the card is authorized.

• It can take up to 5 business days for the refunded amount to reflect in the customer’s bank account.

• This feature is exclusively available for subscription and payment plans.

Steps to Set Up Card Payment Authorization

Follow these instructions to configure card payment authorization on your website:

Step 1: Access the Order Form Section

• Open your website and navigate to the section where the order form is located.

Step 2: Access Product Options

• Click on the “3 dots” to view additional settings.
  
  

Step 3: Select Products

• Click on “Products.” If no products are listed, you will need to add them before proceeding.
  
  

Step 4: Edit Product Settings

• Choose the product for which you want to enable authorization by clicking the "Edit" icon. In this example, we have a $149 monthly plan and a $1490 yearly plan.
  
  

Step 5: Access Additional Options

• Scroll down and click on “Additional Options” to continue.

Step 6: Enable Custom Authorization

• Under “Custom Authorization,” specify the amount to be temporarily held from the customer’s account. This should be a positive amount, with at least two decimal places (e.g., 10.00).

Step 7: Save Your Changes

• Be sure to click “Save” after making your changes to ensure the authorization is applied to the selected plan.

Step 8: Repeat for Multiple Plans

• If you have additional plans, go back to Step 4 and repeat this process for each plan where you want to enable authorization.

Important Notes:

• If you want to enable card payment authorization for all plans associated with your payment form, you must complete the steps for each plan.

• This feature is only available in Version 2 of the website builder. If you're using Version 1, the process differs.