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Manage credit card collections and recharges
If your business offers subscription products or payment programs, the recurring payments should ideally run smoothly without your intervention, even when the customer’s credit card fails. To make...
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If you offer a subscription plan with Ontraport, you can make individual updates to customers’ subscription plans through their contact records. The ability to individually manage subscriptions and...
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Manage existing transactions
With Ontraport, your automation maps manage the majority of your sales processes. But there will be times when your customers reach out to you or your team for help with their transaction. It’s...
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Create and send coupon codes
Giving your leads and customers discounts with coupon codes is a great way to boost engagement. You can increase sales, gain new leads and help move surplus inventory. With Ontraport you can create...
View ArticleAllow contacts to use multiple credit cards
It’s not uncommon for people to want to use separate credit cards for different types of purchases. In Ontraport, your customers can add multiple credit cards to their contact record by filling out an...
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Create a custom invoice template
table, th { border: 1px solid; } th, td { padding: 15px; } th { background: #f2f2f2; } Ontraport’s invoices serve as receipts for your customers. Invoices are also transactional emails, so they have...
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Log and charge transactions manually
Generally, your automation and forms manage your purchases and payments. However, there are some cases when you will want to manually handle a payment. In these cases, you can log and charge...
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Integrating payment gateways
Integrate with a payment gateway — the intermediary between you and your merchant account — to allow money to flow securely to and from your company’s bank account. Ontraport integrates with over 15...
View ArticleEcommerce overview
Ontraport’s ecommerce suite allows you to sell both digital and physical products online through an order form-based system. With Ontraport’s ecommerce features, you can offer a variety of products...
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Configure payment settings on an order form
Ontraport provides all the tools you need to sell your products and services online. In this article, you’ll learn how to set up products and order forms. You’ll also learn how to customize payment...
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