{"id":1786,"date":"2026-03-28T12:49:39","date_gmt":"2026-03-28T12:49:39","guid":{"rendered":"https:\/\/onesystemcrm.com\/help\/?post_type=docs&p=1786"},"modified":"2026-03-28T12:49:39","modified_gmt":"2026-03-28T12:49:39","password":"","slug":"how-to-authorize-card-payments-using-the-old-funnel-builder","status":"publish","type":"docs","link":"https:\/\/onesystemcrm.com\/help\/Supports\/how-to-authorize-card-payments-using-the-old-funnel-builder\/","title":{"rendered":"How to authorize card payments using the old funnel builder"},"content":{"rendered":"

How Authorization works:<\/strong><\/u><\/h2>\n
    \n
  • This, by default, is\u00a0not\u00a0<\/strong>turned on and will require a couple of quick extra steps, covered below.<\/li>\n
  • The system will remove the monetary value placed in the “authorized amount” from the client’s bank account before crediting it later.<\/li>\n
  • If the account does not have the funds during the authorization process, they will not be allowed to continue to the next step.<\/li>\n
  • Upon authorization approval, the system will credit back the account for the amount used to authorize.<\/li>\n
  • If you have any “Trial days” attached to the plan, those will kick in as soon as the card is authorized.<\/li>\n
  • Funds may take up to 5 business days before being returned to the clients bank account.<\/li>\n
  • It\u00a0ONLY\u00a0<\/strong>works with\u00a0Subscriptions and Payment plans.<\/u>
    <\/span><\/li>\n<\/ul>\n

    Note:\u00a0 <\/strong>If you would like to authorize payment before purchase for all your plans, this process will need to be repeated for each plan attached to the payment form.<\/span><\/p>\n

    \n

    Authorizing a payment using version 1 of the page builder<\/strong><\/h2>\n

    1. Head into your funnel\/ website builder<\/strong><\/p>\n

    Select the funnel step your products are attached to.<\/p>\n

    \"Head<\/p>\n

    2. Click on Products<\/strong><\/p>\n

    \"Click<\/p>\n

    3. Click on the “Edit” icon to open up your product settings<\/strong><\/p>\n

    In this example, there are two plans where “Authorized payments” will need to be turned on (Monthly $149 & Yearly $1490).<\/p>\n

    First, we will start with plan 1 (Monthly $149) then come back and repeat this process for plan 2 (Yearly plan $1490).<\/p>\n

    \"Click<\/p>\n

    4. Click on Authorize Card<\/strong><\/p>\n

    \"Click<\/p>\n

    5. Type the dollar amount you would like to “authorize.”<\/strong><\/p>\n

    Please Note: <\/strong>Keep in mind the amount you place here will be deducted from the clients account. If the funds are unavailable they will not be able to proceed.
    In this example: The system will take “$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 taken.
    ONLY works with Subscriptions and Payment plans.<\/p>\n

    \"Type<\/strong><\/p>\n

    6. Click on “Currency”<\/strong><\/p>\n

    Enter the currency you wish to use<\/p>\n

    \"Click<\/strong><\/p>\n

    7. Click on USD<\/strong><\/p>\n

    For this example we will use USD.<\/p>\n

    \"Click<\/strong><\/p>\n

    8. Click on Update<\/strong><\/p>\n

    Make sure to hit “Update”. That’s it.<\/p>\n

    \"Click<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

    How Authorization works: This, by default, is\u00a0not\u00a0turned on and will require a couple of quick extra steps, covered below. The […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[86],"doc_tag":[],"class_list":["post-1786","docs","type-docs","status-publish","hentry","doc_category-funnels-and-websites"],"year_month":"2026-07","word_count":339,"total_views":"12","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"usamasaeed219","author_nicename":"usamasaeed219","author_url":"https:\/\/onesystemcrm.com\/help\/author\/usamasaeed219\/"},"doc_category_info":[{"term_name":"Funnels and Websites","term_url":"https:\/\/onesystemcrm.com\/help\/Supports-category\/funnels-and-websites\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1786","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/comments?post=1786"}],"version-history":[{"count":1,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1786\/revisions"}],"predecessor-version":[{"id":1787,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1786\/revisions\/1787"}],"wp:attachment":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/media?parent=1786"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_category?post=1786"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_tag?post=1786"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}