How Do I Make Contacts Pre-Authorise Payments?

Navigation: Payment Options

In some circumstances, you may wish to make people pre-authorise future payments - to find out how to do this, follow the steps below:

Pre-Authorisation

Please note - pre-authorisation is enforced by the system for instalment payments. It is automatically selected for recurring payments but can be turned off.

Step 1: Go to any option under ‘Payment Options’. You can apply these steps to a payment group you are creating fresh, or to a previously created payment group by clicking ‘Edit’ alongside the payment group you wish to change.

Step 2: When in the payment group settings, look for the option that states ‘Ask people to pre-authorise payments?’ or if you are allowing people to pay by instalments it will read ‘Ask people not paying by instalments to pre-authorise payments?’.

Step 3: When you have located this setting, change the option to ‘Yes’ to make pre-authorisation mandatory. By making this setting ‘Yes’, new members will have to pre-authorise before paying and current contacts will have to pre-authorise the next time they attempt to pay for this groups payment.

Step 4: When you are happy with your settings click ‘Save and Finish’ at the bottom of the pop-up.

Once you follow these instructions the contact will have to pre-authorise payments.