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How to Authorize Card Payments Using the Older Website Builder

Overview​

In this guide, we'll walk you through the steps to authorize card payments using the older version of Stack's website builder. This process ensures that funds are available before a subscription or payment plan begins.

How Authorization Works​

Authorization is a process that temporarily holds funds from a client's bank account to verify their availability. Here's how it works:

  • The specified "authorized amount" is temporarily deducted from the client's account.
  • If the account lacks sufficient funds, the authorization will not proceed.
  • Once authorized, the funds are credited back to the account, which may take up to 5 business days.
  • Authorization is applicable only to Subscriptions and Payment Plans.
  • If your plan includes "Trial days," they will commence once the card is authorized.

Note: To authorize payments for multiple plans, you will need to repeat this process for each plan.

Steps to Authorize Card Payments​

  1. Locate the Order Form:

    • Navigate to the website section where your order form is located.
    • Click on the "three dots" menu.

  2. Access Products:

    • Select "Products" from the menu.
    • If no products are visible, ensure they are added before proceeding.

  3. Edit Product Settings:

    • Click the "Edit" icon next to the product you wish to modify.
    • For example, if you have a monthly plan ($149) and an annual plan ($1490), start with the monthly plan and repeat for the annual plan.

  4. Authorize Card:

    • Click on "Authorize Card."
    • Enter the dollar amount you wish to authorize. Remember, this amount will be temporarily deducted from the client's account. For instance, authorizing "$1" will deduct and then refund "$1."

  5. Set Currency:

    • Click on "Currency" and select your preferred currency.
    • For this example, choose "USD."

  6. Update Settings:

    • Click "Update" to save your changes.

By following these steps, you can ensure that funds are authorized and available before initiating a subscription or payment plan on Stack.