Overcome the typical challenges that come with handling transactions and refunds.
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.”
"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.
Give one-off discounts
Record a sale made through another payment system
Charge an order manually on contact’s behalf
Write off a transaction
Alter the date an open order will charge
Change the price or quantity for a specific subscriber
Re-send an invoice
Pause or cancel subscriptions
Record a sale made at an event
Replace a paid transaction that was voided
Mark something as paid
Void a transaction
Re-run referral commissions
Edit credit card for future transactions
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 re-use.
Automatically manage cards that get declined, recover lost sales and ensure subscription payments go through.
Learn how you can use Ontraport to manage declined credit cards with automated follow-up so you don't miss out on possible sales.
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.
Ontraport makes it easy to manage the frequency and duration of retry attempts when a customer’s card fails.