How to Pre-Authorize a Customer’s Card to Validate Funds
Written By Angela L
Last updated About 1 year ago
Pre-authorizing a customer’s card is a useful way to ensure that funds are available before proceeding with a transaction.
Note:
This feature applies only to subscription-based (recurring) products that have a trial period enabled.
This will be processed through the payment gateway integrated with your PayKickstart account.
Follow these steps to pre-authorize a card:
Step 1: Access the Product Settings
Step 1: Access the Product Settings
Navigate to the Campaigns page and select the relevant product to Edit the settings by clicking the pencil button.
Once you are in the Product page, head to the Pricing tab.
Step 2: Enable Authorization
Step 2: Enable Authorization
Find and tick the Collect Payment Method option. This will prompt the system to collect and pre-authorize the customer’s card, validating that sufficient funds are available.
Enter the amount you wish to pre-authorize on the customer’s card.
Once done, you can click the Save button in the top-right corner of the page.
Note:
Pre-authorization does not charge the customer immediately; it only verifies that the card has enough funds.
The actual charge can be processed later, once you are ready to complete the transaction.
The pre-authorization charge will be automatically released within 7 days, approximately, unless the payment is successfully captured.
We recommend setting the amount anywhere between $1 to $100.
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