Generally, your automation and forms manage your purchases and payments. However, there are some cases when you will want to manually handle a payment. In these cases, you can log and charge transactions manually in a contact record in Ontraport. This feature is most often used to record a sale made separately at a trade show, through another payment system, or to replace a paid transaction that had to be voided.

This feature applies to Ontraport Plus accounts and above.


To create an offer

You can save the products, quantities and prices of frequently used transactions as “offers” to quickly add them to other manual transactions or order forms.

  • Click on the contact’s name in Contacts to open the contact record.
  • Click the log transaction action from the actions menu.
  • Add the products, pricing and quantities that make up your offer to the product grid. Leave the billing details blank.
  • Click , and enter your title.
  • In the future, you can select the offer from the dropdown selection box.
  • To delete offers, mouse over your offer’s title and click  → .

To log a transaction without charging

If a transaction is made outside of Ontraport, you can still automate follow-up and track the sale in your account by logging the transaction. After you log a transaction, any “purchases product” triggers or goals will be activated.

Note, “contact submits order form” triggers and goals will not fire when you log transactions.

  • From within the contact record, click the log transaction action from the actions menu.
  • Add the products, pricing and quantities that make up your offer to the product grid.
  • Select “Log offline transaction” in the “I would like to” dropdown.
  • Choose the day the transaction was charged in the “Invoice date” field and select the invoice template you’d like to send, or choose to not send proof of payment.
  • Click .

To charge a transaction

You can charge an order manually on your contacts’ behalf. After the order is charged, any “purchases product” triggers or goals will be activated.

Note, “contact submits order form” triggers and goals will not fire when you manually charge transactions.

  • From within the contact record, click the log transaction action from the actions menu.
  • Add the products, pricing and quantities that make up your offer to the product grid.
  • Select “Charge credit card” in the “I would like to…” dropdown.
     
  • Select the credit card to charge from the credit card number dropdown or click + New credit card to enter the credit card and billing address information.
  • Check your payment gateway. Your default payment gateway will be automatically added to your transaction. If you’d like to change your gateway, select another option from the payment gateway dropdown, and if you haven’t set up a gateway before, follow these steps.
  • Click .