How To Authorize Card Payments in Websites

In this article:

How To Authorize Card Payments in Websites (Version 2)


This article is specific to Version 2 of the website builder. The vast majority of users are now using Version 2 as all websites created since October of 2021 are using Version 2. If you are using Version 1 of the builder, visit this article, How to Authorize Card Payments Using The Old Website Builder.

Version 1 vs. Version 2 Difference

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

This video shows the process for funnels, which is very similar to websites, but also talks about why you might want to use card authorization. Website specific directions are below the video.


How Custom Authorization Works


  • This is not turned 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 subscription or payment 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
  • ONLY works with Subscriptions and Payment plans.

Please Note: If you would like to authorize payment before purchase for all of your subscriptions and payment plans, this process will need to be repeated for each plan attached to the payment form.


Setting Up Authorization


1. Head into the website and find the step where the order form is placed. Click on the "3 dots"

Three dots on website page

  1. Click on "Products". If you do not see any products attached to your page, you will need to add them before continuing. See the article, About Products and Order Forms.

Products Option on Website Page

3. Click on the three dots to the right of the recurring product name and then click "Edit" icon. This will open the product settings. The following steps will show how to turn Custom Authorization on for one product, you will want to repeat these steps for all prices/products that need custom authorization.

Edit Products on Website


4. Scroll to the bottom and click on "Additional Options>"

5. Click on the input field "Custom Authorization" and add your amount.

Custom Authorization Amount on Website

  1. Click Save.

Please Note:

Keep in mind that the amount you place here will be deducted from the clients account. If the funds are unavailable, they will not be able to proceed.


For example, if you enter 1 in the custom authorization box, the system will hold "$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 held.


This ONLY works with recurring products - subscriptions and payment plans.


The authorization amount should be equal to or more than 1, have no more than 2 decimals and should NOT be a negative number.