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Offline Transactions

Handle payments smoothly with 360-degree transaction management

Taking payments from your customers is a critical part of your operation. Make it as easy as possible on both of you.

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Offline Transactions

Handle payments smoothly with 360-degree transaction management

Taking payments from your customers is a critical part of your operation. Make it as easy as possible on both of you.

settings
arrow_forward
Or get a demo
Why is it better?

Flexible payment management makes satisfied customers

Overcome the typical challenges that come with handling transactions and refunds.

Don’t get stuck with rigid payment options

Many systems don’t allow for one-off discounts, paused subscriptions, easy refunds or other accommodations, leaving you with unsatisfied customers.

Why is it better?

Flexible payment management makes satisfied customers

Overcome the typical challenges that come with handling transactions and refunds.

Don’t get stuck with rigid payment options

Many systems don’t allow for one-off discounts, paused subscriptions, easy refunds or other accommodations, leaving you with unsatisfied customers.

Offer a variety of payment structures

Ontraport stores the card so you can recharge it for subscriptions and payment plans, or make special offers such as “Pay $100 now and the rest later.”

Take payment in any currency

Accept payment in any currency supported by your gateway so you can serve customers around the world without being limited to USD, CAD or the Euro.

Take payment in any currency

Accept payment in any currency supported by your gateway so you can serve customers around the world without being limited to USD, CAD or the Euro.

Keep credit card data safe

Ontraport meets the highest security standards (PCI-DSS Level 1 Certification) for managing your customers’ credit cards so you can be confident they’re safe.

Problems solved

Make sales and accommodate customers from anywhere

Make sales offline

Let reps lock in a sale while on the phone with a lead, or run a special promotion at an event and charge the card manually in the app.

Allow reps to take care of customers’ needs

With the ability to manually manage transactions, sales or service reps can easily input discounts, prorate costs and more while on the phone or in person.

Store offers for 2-click orders

Store and reuse complex offers for quick, error-free manual processing of phone or other offline orders.

Manage all transactional needs in one place

Take care of any payment adjustments right in your customer’s record, and view all the transactional history in the same place for a clear picture.

“With Ontraport, you can automate the whole customer purchase experience. You can charge them, give them access to something, send them an email now and three more a week later, and you can tag them based on what they bought — all with the click of a button.”
— John Gallagher, Learning Herbs
With Ontraport, you can automate the whole customer purchase experience. You can charge them, give them access to something, send them an email now and three more a week later, and you can tag them based on what they bought — all with the click of a button.
John Gallagher
Learning Herbs

What you can do with transactions

Here are some of the ways you can manage transactions manually in your customer’s records.

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Give one-off discounts

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Prorate bills

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Record a sale made through another payment system

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Charge an order manually on contact’s behalf

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Refund orders

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Write off a transaction

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Alter the date an open order will charge

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Change the price or quantity for a specific subscriber

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Resend an invoice

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Pause or cancel subscriptions

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Record a sale made at an event

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Replace a paid transaction that was voided

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Mark something as paid

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Void a transaction

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Re-run referral commissions

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Edit credit card for future transactions

Related Features

Flexible transaction management is supported throughout the app

Campaign Automation

Automate what happens after a payment is processed, such as product delivery via email or granting membership site access.

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Complex Offers

Get creative with how you structure your pricing to entice more purchases, and store offers for easy reuse.

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Learn more

Decline Recovery

Automatically manage cards that get declined, recover lost sales and ensure subscription payments go through.

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Learn more
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Related Resources

How to automatically manage dunning

Learn how you can use Ontraport to manage declined credit cards with automated follow-up so you don't miss out on possible sales.

Manage existing transactions

Although Ontraport automatically manages transactions, when you need to manually intervene, you can manage contacts' transactions in their contact record. Learn what options are available. 

Manage credit card collections and recharges

Ontraport makes it easy to manage the frequency and duration of retry attempts when a customer’s card fails.

Start simplifying transaction management

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Start your free trial
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Or get a demo

"We used to use four different systems to run our online business and we had to constantly check and fix things. Now we use Ontraport, and it all just works. Our customers can click, make a purchase, and get their product every time. Getting paid and serving our customers is critical, and we are happy to entrust it to Ontraport."

— Jason & Cecilia Hilkey, HappilyFamily.com

Start simplifying transaction management

settings
arrow_forward
Or get a demo

"We used to use four different systems to run our online business and we had to constantly check and fix things. Now we use Ontraport, and it all just works. Our customers can click, make a purchase, and get their product every time. Getting paid and serving our customers is critical, and we are happy to entrust it to Ontraport."

— Jason & Cecilia Hilkey, HappilyFamily.com

Frequently Asked Questions

Is Ontraport the best ecommerce platform for small businesses?

Yes — Ontraport is a great choice if you’re looking to grow your small business! It comes with everything you’ll need to sell online and scale: order pages and forms, payments, upsells, tracking and more.

While other ecommerce tools on the market may seem more affordable, many of them require additional integrations for your marketing, customer relationship database, sales pipeline, internal workflows and other must-have features… and those price tags add up fast. With Ontraport, you get everything under one roof and will never end up with a price tag that’s disproportionate to your business size. 

I want to start selling online. What features should I look for in online payment platforms?

If you’re planning to take payments online for your product or service, you’ll need a platform that can process those payments and offer a smooth purchase experience for customers. Here are a few features you should keep an eye out for as you shop:
  • Order forms: Can you accept payments, offer subscription plans and integrate a payment gateway?
  • Offline transactions: Can you manually charge credit cards for purchases that didn’t occur on your website?
  • Complex offers: Can you manage subscriptions, free or paid trials, payment plans or any other offers you dream up in the future?
  • Upsells and order bumps: Can you boost average order values by letting customers add to their purchases during checkout?
  • Decline recovery: Can you automatically follow up and save the sale when a customer’s card is declined?
  • Customer center: Can you create your own branded online portal for customer self-service?
  • Referral tracking: Can you track referrals and reward your partners for spreading the word about your business?
Ontraport is one of the best ecommerce platforms you can choose, because it gives you all the features above and more — all under the same roof as your marketing, sales and customer database.

Turn your business on with Ontraport.

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