37 min of content
Home > Ontraport for payments > Taking payment
SUMMARY
Taking payment
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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
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
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
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
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
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
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
Features
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