Overcome the typical challenges that come with handling transactions and refunds.
Why is it better?
Flexible payment management makes satisfied customers
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
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.
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 and reuse complex offers for quick, error-free manual processing of phone or other offline orders.
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
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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
Automate what happens after a payment is processed, such as product delivery via email or granting membership site access.
Get creative with how you structure your pricing to entice more purchases, and store offers for easy reuse.
Automatically manage cards that get declined, recover lost sales and ensure subscription payments go through.
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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.
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.
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.
Features
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