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Configure payment settings on an order form
Last updated on: May 22, 2023
Order form setup
Follow these steps to set up the basics of your order form, such as adding a product, confirming your payment gateway and selecting your invoice. After that’s set up, check out the “Payment options” section to learn how to offer subscriptions, payment plans, free trials and more.
Create a product
The first step of selling your products using Ontraport is to create a product in Ontraport. Once you create a product, you can add it to any of your order forms. The only input that’s required to create a product is to name it, but you can also add your price, internal name and SKU to help you stay organized.
Access your product settings
Once you’ve created your product in Ontraport, add it to an order form. There are two types of order forms to choose from:
- An order form on an Ontraport Page (recommended) — In most cases you’ll want this option. It lets you build an entire page around your order form.
- An order form on an Ontraform — Use this option if you need to embed an Ontraport order form into a third party site or if you require a pop-up form.
The two order forms are set up in the same way — the only difference is how you get to your product settings. Here’s how:
Go to Ontraport Page product settings:
- From a page with order form elements on it, hover over the order form block then click
to edit the block.
- In the left menu, click Payment Settings.

Go to Ontraform product settings:
- Choose an existing or create a new form that you want to add a product to. If your Ontraport Form doesn’t have an order form block already, you can click + Add Block → Order Form and select your template.
- From your “blocks on this form” list, click Order Form → Payment settings.
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You’ll be brought to your product and payment settings.
/ontraport_pages-order_form-product_information(example).png)
Add your product
- Click + Add Product, and select your product from the dropdown list.
- Set a quantity for this product (the amount of the product being sold).
You can edit the price of your product on your order form.

Confirm your payment gateway
- Your default payment gateway will be automatically added to your order form. If you’d like to change your gateway, click
and select another gateway. If you haven’t set up a gateway before, follow these steps.
- You can only add one credit card payment gateway per order form. However, if you add a PayPal Standard gateway in addition to your credit card gateway, your customers can choose to pay with a card or with their PayPal account.
- The PayPal Standard gateway has several limitations. Click here to learn more.

Send an invoice
The invoice template dropdown allows you to choose if you’d like to send an invoice to your customer and select which invoice template you’d like to use.
- In the “Invoice” section, click the dropdown and select a default invoice, a custom invoice or choose to not send an invoice.

Collect tax (optional)
If your products are taxable, you can collect sales tax directly from your forms. When you collect taxes for your products, you have the option to set one tax rate or set up conditions to charge different rates based on your customer’s location.
- Toggle the tax option on —
.
- Your “Taxes” section will appear. Click
.
- Select a tax rate from the dropdown list.
If you’ve never set up a tax type, click + New Tax Type at the top of your dropdown or follow these steps:
- Go to
→ Settings → Taxes.
- Click
.
- Name your tax type — this name will show on your order form.
- Add a rate.
- Click
.
.png)
Add tax conditions (optional)
If you’d like to charge different tax rates based on your customer’s location, just add conditions to your tax rates. Add as many tax options as you need.
- You can only create conditions based on the fields on your order form.
- After you’ve added a tax type to your order form, click Add under “conditions.”
- Click + Add New Condition.
- Choose a contact field, condition, and value, such as “Billing State equal to California.”
- Click + Add New Condition again to make your condition more specific, such as “Billing State equal to California” AND “Billing Zip equal to 93111.”
- Click
.

Payment options
Your order forms allow you to set up different payment options such as adding a payment plan or trial period, creating a subscription or allowing your customers to use a coupon code. To access those settings, hover over your product row and click
.
/ontraport_pages-order_form-product_information-product_settings(example).png)
Add a trial period
Offer a product with a trial period, such as one week for $0 and $100 after the trial ends.
/ontraport_pages-order_form-trial_period.png)
Make this product a subscription
Set up a product with recurring payments, such as $100 per month.
- In the Invoice section, you have the option to send an invoice for every recurring payment, or toggle the option off to only send an invoice for the first purchase.
/ontraport_pages-order_form-subscription.png)
Offer a payment plan
Break up the total cost of your product or service into multiple payments, such as four payments of $25 to purchase a $100 product.
- Click + Add payment option to add multiple payment options. This lets your customers choose which option they’d like to use when they purchase.
- Just like with subscriptions, you have the option to send invoices for every recurring payment.
/ontraport_pages-order_form-payment_plan.png)
Allow buyers to change quantity
Customers can change the amount of product they purchase from you on the form. Enter the default quantity and minimum/maximum allowed per order.
/ontraport+pages+-+order+form+-+change+quanitity.png)
Insert coupon code
This allows customers to enter a coupon code for a discount. Once complete, the product grid will show the amount discounted from the total and a new total price.
- If you do not see your coupon code on your order form, edit your order summary element settings, and make sure “Coupon code” is toggled
.
/ontraport_pages-order_form-coupon_code.png)
Charge on a later date
Enter the date you’d like all charges to process on. Click
next to “Today’s total” and pick the date you’d like to process the transaction.
/ontraport_pages-order_form-charge_on_later_date.png)
To remove an item
Remove a product from the order form.
/ontraport_pages-order_form-remove_this_item.png)
Selling physical products
If you sell physical products, your delivery process will include a few manual steps. Ontraport gives you the tools you need to manage your shipping and get your products into your customers’ hands.
A packing slip is automatically generated for each physical product order, and your order will be added to your fulfillment list. You can use your fulfillment lists to print shipping labels and manage your shipping process.
Set up your packing slips
Packing slips are unique PDF files that list each item in each order. We recommend that you set up your packing slips and shipping settings before setting up your order forms. You only need to set up your packing slips once.
To get to your settings, go to
→ Settings → Shipping Settings/ Packing Slips.
Or click here.

Your packing slip settings are made up of three sections:
1. Shipper contact info
- This information will be printed on the bottom of your packing slips. Add the name, email and phone number you want your customers to reach out to if there are any issues with the order.

- The contact information printed at the top of your packing slip is pulled from your account’s business information.
2. Fulfillment run frequency
- This determines how often you’ll send packing slips and fulfillment lists to the email address(s) you add to the notifications section.
- All the physical products your customers purchase in this timeframe will be added to the same fulfillment run.
- To see a complete history of your account’s fulfillment runs, go to
→ Settings → Shipping Fulfillment Runs or click here.
3. Notifications
- This is the email address that your account will send your packing slips and fulfillment lists to.
- Click
in the “Notifications” section to add an email address to send your packing slips and fulfillment lists.
- Send your packing slips to anyone who handles your shipping, such as a fulfillment house or a team member, and you can add as many notifications as you’d like.
When you’ve filled your information on this page, click
.
Add to shipping/packing slip
This setting generates a packing slip when your product is purchased. You should select this option for every physical product you sell.
- Hover over your product row and click
→ Add to shipping/packing slip.
/ontraport_pages-order_form-packing_slip.png)
Charge for shipping (optional)
Charge for shipping costs by setting up your shipping types and adding them on your order form. When you charge for shipping on your products, you can set one shipping rate or set up conditions to charge different rates based on your customer’s location.
- Click
in your shipping section and select a shipping method from your dropdown list.
If you haven’t set up a shipping method before, click + New shipping type at the top of your dropdown or follow these steps:
- Go to
→ Settings → Shipping Methods.
- Click
.
- Name your shipping method — this name will show on your order form.
- Add a price.
- Click
.
Add shipping conditions (optional)
If you’d like to charge different shipping rates based on your customer’s location, add conditions to your shipping methods. Add as many shipping options as you need.
- You can only create conditions based on the fields on your order form.
Here’s how:
- After you’ve added a tax type to your order form, click Add under “conditions.”
- Click + Add New Condition.
- Choose a contact field, condition, and value, such as “Shipping State equal to California.”
- Click +Add New Condition again to make your condition more specific, such as “Shipping State equal to California” AND “Shipping Zip equal to 93111.”
- Click
.

View shipped packages
View and download information about your shipped packages, such as packing slips for each customer and .CSV files for your shipping fulfillment lists.
- Go to
→ Settings → Shipped Packages.
- Select a contact and click:
- Download PDF to download the contact’s packing slip.
- Download CSV to download the shipping fulfillment list.
View shipping fulfillment runs
View and download the packing slips of products purchased on a certain date.
- Go to
→ Settings → Shipping Fulfillment Runs.
- Select a date and click Download.
Pro tips
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Tip #1: If you’re going to sell your product on multiple pages or log manual transactions for your customers, you can save your offer to save time in the future. When you’re editing your order form, click Save Offer to add your product, and all of it’s settings, to other order forms or manual transactions.
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Tip #2: If you are collecting tax and charging for shipping on your order form, you’ll have an option in your taxes section to tax your shipping costs.
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Tip #3: If you’d like to change the language of your order summary labels, such as “Price” and “Subtotal,” you’ll need to edit your order summary element:
- Hover over your order summary element and click
.
- Choose the language you’d like to use from the “Language” dropdown.
- Click
and save and publish your page.
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Tip #4: You can copy the conditions for your tax and shipping types to quickly add multiple similar rules. Hover over the rule you want to copy, then click
.
Your copied rule will appear under your original where you can customize it to fit your needs.
Five steps to creating high-converting order pages
We’ve compiled a list of five components high-converting order pages have in common so you can optimize your online sales process and convert more leads.
Tips for getting the best processing rates on ecommerce transactions
By taking the time to evaluate your merchant statements, considering all-in-one providers, verifying your account set-up and always using security best practices when accepting payments, you’ll be in a good position to lock in the best processing rates for your ecommerce business.
Scale your small business with international sales
By taking the time to evaluate your merchant statements, considering all-in-one providers, verifying your account set-up and always using security best practices when accepting payments, you’ll be in a good position to lock in the best processing rates for your ecommerce business