Authorize Card Payments Using the Old Website Builder

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". 

2. Click on "Products"

If you are not seeing any products attached to your page, you will need add them first before continuing. 

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).

4. Click on "Authorize Card"

5. Type the dollar amount you would like to "Authorize"

Please Note:

Your callout text goes here...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

6. Click on "Currency"

Enter the currency you wish to use.

7. Click on "USD".

For this example, we will use USD.

8. Make sure to hit "Update".