How to authorize card payments in funnels

Modified on: Thu, 15 Dec, 2022 at 5:09 AM

Covered in this article:

Payment Verification Process in Funnels (Version 2)

How Authorization works

Authorization Setup

Payment Verification Process in Funnels (Version 2)

If you are using Version 1 of the funnel builder, click here

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

How Authorization works:

• This is notturned on by default  and will require a couple quick extra steps, covered below
• The system will remove the monetary value placed in the “authorize amount” from the clients 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 also kick in as soon as the card is authorized.
• Funds may take up to 5 business days before being return to the clients bank account
• ONLYworks with Subscriptions and Payment plans.

Note:

Authorization Setup

1. Click on Products

Head into your funnel step where the order form is placed, click on products.

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

2. Click on “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).

3. Scroll to the bottom and click on “Additional Options>”

4. Click on the input field “Custom Authorization” and add your amount

Please Note:

5. Click on “Save”

Make sure to hit “Save”, that’s it.