Card Authorization on Websites: A Step-by-Step Guide

Card Authorization on Websites: A Step-by-Step Guide

The Card Authorization feature on websites ensures that your clients have sufficient funds to pay for your products or services before proceeding with the transaction. By default, this feature is disabled and must be manually activated. Card Authorization temporarily charges the client's account to verify the availability of funds, then credits the amount back later. If the account lacks sufficient funds, access to the product will be denied until payment is made.

Important Notes:

• If your plan includes any "Trial days," they will start as soon as the card is authorized.

• Refunds may take up to 5 business days to appear in the client’s bank account.

• This feature is only compatible with Subscriptions and Payment plans.

Steps to Enable Card Authorization:

Step 1: Access the Website's Order Form

1. Navigate to the website where you want to enable Card Authorization.

2. Locate the order form step and click on the three dots to access more options.

Step 2: Access Product Settings

1. Click on Products within the order form settings.

   • If no products are listed, you must add them before proceeding.

Step 3: Edit Product Settings

1. Click on the Edit icon next to the product you want to enable Card Authorization for.

2. Scroll down to the bottom of the Product Settings page and click on Additional Options.

Step 4: Set Up Custom Authorization

1. Click on Custom Authorization and enter the amount you wish to authorize.

   • This amount will be temporarily deducted from the customer's account and credited back as a check.

Step 5: Save Your Settings

1. After setting up the custom authorization amount, click Save to apply the changes.

Your Card Authorization feature is now active, ensuring that only clients with sufficient funds can access your products.