How To Authorize Card Payments in Funnels

In this article:

Payment Verification Process in Funnels (Version 2)


If you are using Version 1 of the funnel builder, click here (COMING SOON).

Version 1 vs. Version 2 Difference

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


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.

Authorization Setup

  • Head into your funnel step where the order form is placed from Sites-> Funnels -> Your Funnel -> Order Form Page.
  • Click on products. 

    • Please note if you are not seeing any products attached to your page, you will need add them first before continuing. To add products, you can reference the article, About Products + Order Forms.

      Products Tab on Funnel Overview for Order Form



2. 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 Product from Funnel Overview


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

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

Setting Custom Authorization Amount

  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.