How to Enable Payment Authorization

Last Update: May 4, 2017

When you are selling physical items or items that need your approval prior to delivery to the customer, you may sometimes want to get payment authorization only - and capture payment at a later time when needed.

Luckily, payment authorization is available on the following JotForm payment integration:

PayPal
Stripe
Authorize.Net

However, of the three, only Stripe integration has the option to capture the payment from within JotForm's interface (submissions page and email notifications). Also, with Stripe integration you should be able to charge your customers later with whatever amount necessary (charge amount different from authorized amount) through your Stripe merchant interface. 
For PayPal and Authorize.Net, you must login to their respective merchant interfaces and do the manual payment capture from there.



1. Edit your form in the form builder and click the payment field.

2. Click the wand icon to open the payment wizard.

3. On the payment wizard, scroll down below and click the "Additional Gateway Settings" to show more payment options, then set "Authorization Only" to "Yes".


On Stripe, it is a little different. Just leave the "Charge Customer Immediately" to "NO" like the following.


4. Save your form afterward.


If you have questions about this, feel free to post your comments below.


11 Comments...


   
NYCapitalRadio (December 11, 2014 at 11:16 AM)

We don't require you to authorize anything. We need a field just like the credit card charging field, but rather than you processing the payment, we need you to just collect all the information and submit it to us.
Thanks

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ypollack16 (December 09, 2015 at 02:20 AM)

Can you comment further on the Authorize.net integration to authorize only. Is it indeed possible to get the information stored in Authorize for capture later? You say you can authorize only. Does that mean you are sending client info to Authorize CIM? Please provide more info ASAP. Thank you.

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GlobalPartsIT (March 30, 2016 at 04:29 PM)

I seriously doubt this uses Authorize.net's CIM integration, rather it likely uses the AIM integration. The AUTH_ONLY transaction would appear in your Authorize.net account under Unsettled Transactions as an "Authorized" transaction. From there you can Capture the transaction, choosing to keep the Payment Amount the same or to lower the Payment Amount and then capture. You cannot adjust the payment amount upward. And this does not interact with a CIM account so the customer and payment profile will not be saved for later use. Hope that helps!

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slumpkin (May 12, 2016 at 08:54 PM)

Ok so I registered with Stripe. So if I choose the Later (manually) option, will I have the captured information to run directly with my supplier? I can't process the payments but have to run them directly thorough the supplier for my clients. (I am a travel agent). TIA

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slombardo (July 26, 2016 at 01:41 PM)

For PayPal, does this only work when selling products and not when collecting donations? I need the calculation widget to populate the PayPal field, and even though people are buying products, it makes it a "donation." I tested the payment authorization functionality when using the PayPal selling products option and it worked, but when I switched to collecting a donation, it automatically processed the payment.

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Mark Scrimenti (October 21, 2016 at 05:37 PM)

Subject is self-explanatory. Thank you!


   
kaiusafanunion (April 01, 2017 at 09:50 PM)

I have tried to change it to payment authorization but they are still being directed to paypal how do it change it. I followed the steps but is not working.

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sbohon (May 13, 2017 at 12:13 PM)

Does anyone know how to make this work with Square?

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detroitmetroairportsedan (May 23, 2017 at 12:35 AM)

How do I connect it to Chase Paymentech or have it so the credit card info is submitted and charge via a vendor not listed in jotform?

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abdur606 (May 23, 2017 at 12:54 AM)

What if the payment varies for square? How can I add a tip option? Also how can I get the Credit card info for later use because we usually charge the credit card on the day of service.

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Paul Benson (August 09, 2017 at 03:46 PM)

It appears that you do not have a wizard for EFT or "Electronic Check" transactions via Authorize.net. Or do you?

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