Skip to main content

Capture Payment Profile and Charge on Application Approval

Updated
The Goal: Configure the membership application to capture a credit card profile at submission and automatically charge it when the application is approved by staff.

Before You Begin:

  • This feature is available only for GrowthZone Pay and NAR eCommerce.
  • Your application must be version 2.
  • This setting is configured under Settings, Membership Settings.
  • Important: You cannot enable this option if Automatically Approve Applications is also enabled.

Enable Capture Payment Profile and Charge on Approval

  1. Enable the Capture Payment Profile and Charge on Approval option on your Membership Application(s). See View/Create your Membership Application Form for further information on setting up your Membership Application Form(s).screencast

How It Works

  1. Enable the Capture Payment Profile and Charge on Approval option on the membership application.
  2. When an applicant completes the application, they are required to store credit card information.
  3. Cards are verified before the application is submitted, and a confirmation is shown to the user.
  4. Cards are saved as a payment profile on the applicant's contact record.
  5. As a staff member, you can review the application and make any needed adjustments to the invoice.
  6. When the application is approved, the credit card will be charged automatically.

Common Pitfalls

  • Conflict with Automatically Approve Applications: These two settings are mutually exclusive. If Automatically Approve Applications is enabled, you cannot enable Capture Payment Profile and Charge on Approval.
  • Application not version 2: This feature only works with version 2 applications. Verify the application version before enabling this setting.

 

Related articles