I am trying to figure out if I can use Gravity forms to automate the ordering process for advertising spaces on a website. The one requirement is that I need to approve orders before the payment is processed. I want to be sure it is a client/ad I want to accept.
Before I go down the rabbit hole trying to research the options, is there a way to have payment pending until approval? I like being able to capture the payment on the spot. If not, the alternative would be an add-on that generates an invoice that I manually approve and send.
Hello. Some of our payment add-ons have the ability to authorize the purchase, but leave the capture as a manual process. The Square Add-On works like this.
Some of our other add-ons allow a similar functionality but require additional code to accomplish. Which payment add-on were you planning on using for this website?
I am hoping to use Stripe because I already have an account and use it for other payments. I do not currently use Square.
I found where Stripe has an option for Authorize and Capture but I can’t figure out how to implement that with a Gravity Forms / Stripe combo. (I did find the documentation on hooks but I think that might be above my paygrade - gform_stripe_payment_intent_pre_create - Gravity Forms Documentation)
Hello. I think this is the filter you are looking for:
If you do not capture the funds within 7 days, the authorization expires. Will that work in your scenario?
If not, there is an alternate method of creating a customer in Stripe with a $1 authorization, and then once that payment data is stored safely at Stripe, you can create a transaction in your Stripe dashboard. If this is more along the lines of what you need, check out this article:
The scenarios which Chris suggested can also apply with Stripe related steps in the workflow so you should have lots of flexible options to fit your use case.