How to Enable Payment Authorization

July 14, 2022

Payment Authorization is one of the features available in Jotform’s payment integrations. It’s a two-step payment solution that lets you authorize and capture a payment later. This feature is helpful if you wish to preapprove payments before delivering the physical items you’re selling.

Payment Authorization is available on the following payment gateways:

Enabling the Payment Authorization

You can find the Payment Authorization through the Additional Gateway Settings. Here are the steps:

  1. Edit the payment form where you wish to enable the Payment Authorization.
  2. Click the payment field.
  3. Open the Payment Settings by clicking the wand icon.
  4. Click the Settings icon at the top-right side of the Payment Settings window.
jotform-form-builder-open-payment-settings
  1. Scroll down, and click the Additional Gateway Settings to expand it.
  2. Look for the Authorization Only and toggle it to Yes.
jotform-payment-additional-gateway-settings-authorization-only

The Authorization Only toggle is the same for Paypal Personal, Paypal Pro, Authorize.Net, Square, Braintree, and eWay.

For Paypal Business, you have to toggle Charge Customer Later to Yes.

jotform-paypal-business-payment-authorization

For Stripe, it’s a bit different. You need to set the Charge Customer Immediately to No. That means your customers will never be charged immediately after submitting the form.

jotform-stripe-payment-authorization

Capturing or Charging Customers for Authorized Payments

Each payment processor mentioned above has a different flow for capturing authorized payments. Please continue reading below for more information.

Square

For Square, the authorization link to charge customers will expire in six (6) days. Click the Charge Customer Now link through Jotform Tables and the form’s Notification Email.

payment-authorization-capture-charge-square

PayPal Personal and PayPal Pro

For PayPal Personal and PayPal Pro, the link to capture the payment is available through your PayPal account only. PayPal gives you 30 days to capture the payment. Look for the transaction from your PayPal dashboard, click it and look for the Capture link from the transaction details.

payment-authorization-capture-charge-paypal

PayPal Business

For PayPal Business, the authorization link will expire in three (3) days. You can capture the payment through your PayPal account, similar to PayPal Personal and PayPal Pro, or capture it by clicking the Charge Customer Now link through Jotform Tables or your form’s Notification Email.

Authorize.Net

For Authorize.Net, you can capture the payment through your Authorize.Net account only. Please visit the following guide to learn more about it.

Stripe

With Stripe, you can capture the payment through the Jotform Tables and your form’s Notification Email. In Jotform Tables, you’ll find the Charge Now button in a separate column or when viewing the submission. Click it and confirm the charge.

payment-authorization-stripe-charge-now-button

You can also charge customers by clicking the Charge Customer Now link through your form’s Notification Email.

One advantage of Stripe is that you can charge your customers later with whatever amount necessary (charge amount different from authorized amount). You can do this through your Stripe merchant interface. 

Braintree

For Braintree, you can only capture the payment through your Braintree account. Copy the Transaction ID from Jotform Tables or through your form’s Notification Email:

braintree-transaction-id

Search for the Transaction ID from your Braintree dashboard, and click the ID link as highlighted in the image below:

braintree-search-transaction-id

Look for the Submit For Settlement button, and click it to charge the customer’s card. You can also charge the customer a partial amount if you want to.

braintree-submit-settlement-button

CyberSource

You must access your CyberSource dashboard and go to the Transactions under the Transaction Management section. Under the Search Results section, click the Request ID of the payment from your form.

cybersource-transactions-list

At the top, click the Settle button.

cybersource-settle-transaction

Enter the amount you wish to settle. You can keep the original amount to charge the customer the total amount due. Click the Settle button and confirm.

cybersource-settle-transaction-prompt

In the end, you have the option to send your customer a confirmation email of the charge or print the transaction details.

eWay

For eWay, you can charge your customers by clicking the Charge Customer Now link through your form’s Notification Email or the Complete Transaction option from your eWay dashboard.

Under the Most Recent Transaction section of your eWay dashboard, look for the PreAuth transaction from your form. On the Actions column, click the Complete Transaction option.

eway-complete-transaction-option

Click the Process Transaction button on the next screen, and confirm the prompt to complete the transaction.

eway-complete-process-transaction-button
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