User Guide

 

How to Enable Payment Authorization

How to Enable Payment Authorization

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 payment gateways:

🔘 PayPal

🔘 Stripe

🔘 Authorize.Net

NOTE: Of the three, only Stripe has the option to capture the payment from within JotForm's interface (submissions page and email notifications). Also, with Stripe, you can 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. For PayPal and Authorize.Net, scroll down and expand the ADDITIONAL GATEWAY SETTINGS section. Then, toggle the AUTHORIZATION ONLY option to YES.

If you're not seeing these options, you have to click the GEAR icon at the top right of your payment wizard to go back to this screen.

With Stripe, it's a little different. You need to set the CHARGE CUSTOMER IMMEDIATELY OPTION to NO. This literally means your customers will never be charged immediately after submitting the form.

4. Don't forget to click the CONTINUE button to save your changes.

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

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11 Comments...

  • Paul Benson

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

  • abdur606

    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.

  • detroitmetroairportsedan

    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?

  • sbohon

    Does anyone know how to make this work with Square?

  • kaiusafanunion

    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.

  • Mark Scrimenti

    Subject is self-explanatory. Thank you!

  • slombardo

    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.

  • slumpkin

    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

  • GlobalPartsIT

    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!

  • ypollack16

    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.

  • NYCapitalRadio

    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