Taking payment

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SUMMARY

37 min of content

6 lessons

You have a lot to offer — it’s time to start getting paid for it all! Learn how to run transactions in Ontraport and handle any payment issues that come up.

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SECTION OVERVIEW

Lessons for Taking payment

1 Types of offers More info arrow_drop_down schedule 7:36 min Start lesson play_circle

Become familiar with the types of offers you can create in Ontraport and how they work. Add your product, set your price, include any upsells or order bumps – and more!

You'll learn

How to add your products to Ontraport so you can get started selling
How to add a trial period to entice more customers
How to set up a payment plan so customers have options
How to include a coupon code option on your order forms
How to send invoices to your customers

2 Manual transactions More info arrow_drop_down schedule 3:25 min Start lesson play_circle

Learn to manually log transactions so you’re always prepared — even if you exclusively sell online.

You'll learn

How to create new transactions and add your offers
How to charge a credit card manually
How to log an offline transaction so you can accept cash payments when needed
How to send invoices to your customers

3 Refunds More info arrow_drop_down schedule 2:11 min Start lesson play_circle

Ideally, your customers won’t ask you for a refund. But if they do, issuing refunds in Ontraport only takes a few clicks.

You'll learn

How to locate a contact’s purchases
How to quickly process refunds
Tips for issuing partial refunds

4 Declines and collections More info arrow_drop_down schedule 7:13 min Start lesson play_circle

Take a deep dive into declines and collections so you’re prepared when a card fails. Set up your account to handle failed payments automatically.

You'll learn

How to automatically chase those hot leads whose payments failed
How to set recharge settings that alert customers when their subscription payments fail
How to send follow up thank-you emails when customers update their payment info
How to create a custom automation for a dunning system

5 Invoices More info arrow_drop_down schedule 6:33 min Start lesson play_circle

Create accurate invoices automatically so your customers get the info they need for their records and you can spend more time growing your business.

You'll learn

How to easily create invoices from templates and merge fields
The standards required for invoices so you can sail through Ontraport’s invoice review and start using them
Where to go to edit your order form’s product settings or log a transaction

6 Taxes + shipping More info arrow_drop_down schedule 9:50 min Start lesson play_circle

Set up your taxes and shipping in Ontraport so you can accurately charge your customers – and send them their goodies.

You'll learn

How to figure out if you need to collect tax -- and when
The roles of your product and location (yours and your customers’) in taxes
How to add conditions to charge customers appropriately depending upon where they live
How to add shipping conditions to your order forms
Where to access your shipping collected report to check your work