When collecting payments, most purchases and payments will be handled automatically through your campaign and forms in Ontraport. 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.


Note that you can only log a one-off transaction and cannot log a transaction for subscriptions or payment plans.
This feature applies to Ontraport Plus accounts and above.

Steps


Create an offer

  • Click on the contact’s name in Contacts to open the contact record.
  • Located in the top actions menu, select
    the log transaction action.
  • Add the products, pricing and quantities that make up your offer to the product grid. Leave the billing details blank.
  • Click the save offer button and name your offer as you like.
  • In the future, you can select the offer from the dropdown selection box. Important: when you save an offer, there is no way to edit or remove it later. Only add offers which you know you will be using frequently, and use proper naming conventions to identify them.

Log a transaction without charging

If a transaction is made outside of Ontraport, and you need to update a contact record to reflect that, use Log Transaction to record the sale. The contact will still be sent down the automated follow-up path regardless of where the transaction occurred.

  • From within the contact record, navigate to the top actions menu and select
    the log transaction action.
  • Add the products, pricing and quantities that make up your offer to the product grid.
  • In the “I would like to…” field, use the dropdown to select Log Transaction (don’t charge card), and click the blue submit button.

Charge a transaction

You can charge an order manually on your contacts’ behalf. After the order is charged, all automation related to recording the sale, such as goals/triggers in a campaign, will be activated. Note that any automation you have attached to an order form will not be activated when manually entering an order using the contact record.

  • From within the contact record, navigate to the top actions menu, and select
    the log transaction action.
  • Add the products, pricing and quantities that make up your offer to the product grid.
  • In the “I would like to…” field, use the dropdown to select charge now. You can use the default card on file that is pre-selected, choose another card on file, or add a new credit card by clicking the down arrow.
  • Click the blue submit button when satisfied with the order details.