Ontraport offers flexible ways to sell your products and services, whether you're taking payments online, invoicing clients, or logging offline sales. You can sell digital or physical products, subscriptions, payment plans and more.

To get started, you'll need to connect a payment gateway, create your products, and set up a test gateway if you plan to test purchase automation.

Table of contents

Prerequisites
Selling products on order forms
Invoicing clients
Charging customers manually
Managing transactions

Prerequisites

To get started selling with Ontraport, you need to set up a few prerequisites first.

1. Integrate your payment gateway to process your transactions.
2. Create products for your digital or physical products.
3. Set up a dummy gateway to test your purchase automation.

Once you’ve set up your prerequisites, you can collect payment on order forms, send invoices and manually charge customers.

Selling products on order forms

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Best for automated, self-service purchases.

Common use cases:

• Selling digital products or courses – Customers can buy and get instant access without you needing to lift a finger.
• Running promotions or flash sales – Create a landing page with an order form and start selling fast.
• Adding upsells and order bumps – Offer a complementary product or upgrade at checkout to boost your average order value.
• Selling memberships or subscriptions – Let customers sign up and enter their payment info in one step.

Learn more about selling products on order forms.

Invoicing clients

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Best for one-on-one sales or service-based businesses.

Common use cases:

• Freelance or consulting work – Send invoices after a project is complete or bill hourly/monthly.
• Custom or large orders – Invoice clients after confirming order details or pricing.
• B2B transactions – Provide payment terms and collect payment through a secure payment link.
• Deposits or partial payments – Send an invoice for an upfront deposit and another later for the balance.

Learn more about invoicing clients.

Charging customers manually

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Best for collecting payment outside of your usual online workflows.

Common use cases:

• Processing phone orders – Enter a customer’s card info manually and charge it on the spot.
• In-person sales or events – Log payments made by cash, check, or third-party POS systems to keep your records accurate.
• Recurring services with saved cards – Charge a card on file for regular services without needing the customer to take action.
• Back-office adjustments – Add manual transactions to reflect refunds, discounts or corrections for bookkeeping.
  

Learn more about charging customers manually.

Managing transactions

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No matter how a purchase was made, you can manage it in your account. You have tools to refund, void, or write off transactions and to follow up on unpaid invoices.

For example, you might write off a small unpaid balance, void a duplicate order, or send a reminder for an overdue invoice.

Learn more about managing existing transactions.