NOTE: If you have any "Trial days" attached to the plan those will also kick in as soon as the card is authorized and Funds may take up to 5 business days before being returned to the clients bank account. This Feature will only work with Subscriptions and Payment plans.
Step One: Go to the website you would like to set this up for and find the order form step. Click on the three dots.
Step Two: Click on Products. If you don’t see any products here, you will need to go back and add those first.
Step Three: Click on the "Edit" icon. This opens the Product Settings. Here you will scroll to the bottom and click “Additional Options”
Step Four: Click ‘Custom Authorization’ and add your amount. Whatever the monetary amount here will be deducted from the customer’s account and credited back as a check.
Step Five: Save.
1. Can the Card Authorization feature be used for one-time payments or is it only for subscriptions and payment plans?
The feature only works with subscriptions and payment plans, not one-time payments.
2. How long does it take for the authorized amount to be refunded to the customer’s bank account?
Funds may take up to 5 business days to be credited back to the customer’s account.
3. What happens if a customer’s bank account doesn’t have enough funds during the authorization?
If the account doesn’t have sufficient funds, the customer will not be granted access to the product or service until the payment is successful.
4. Will the trial period start as soon as the card is authorized?
Yes, if the plan has any trial days attached, they will begin immediately once the card is authorized.
5. Can I customize the amount charged during the Card Authorization process?
Yes, you can set a custom authorization amount in the “Custom Authorization” section of the Product Settings.
6. What happens if I don’t see any products in the “Products” section?
If there are no products listed, you need to go back and add them to the order form before proceeding with the Card Authorization setup.
7. Can I enable Card Authorization for multiple products within the same order form?
Yes, you can enable Card Authorization for each product individually by following the same steps for each one.
