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Frank Hagan
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    Manual Transactions

     

    About

    ONTRAPORT provides an easy way to enter manual transactions in the Contact record. You can charge the transaction using the customer's credit card or simply log a transaction completed elsewhere, such as at a trade show, so that the sales record is added to ONTRAPORT.

     

    Save an "Offer" if you frequently use manual transactions with mulitple products. ONTRAPORT saves the details of the transaction for rapid processing with other Contacts.

     

     

    Creating an Offer

    Save the products, quantities and prices of frequently used transactions as Offers. These can be recalled quickly, and can be processed either by Logging a Transaction (not charging the customer in ONTRAPORT) or Charging a Transaction.

    1. Click on the Contact's name in Contacts to open the Contact record

    2. Click the Actions menu and select Log Transaction  Show me


      Single Contact Actions

    3. 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.  Show me




    4. In the future, you can select the offer from the drop down selection box. 

     

     

    Logging a Transaction Without Charging

    Use Log a transaction to record a sale made elsewhere. This allows you to enable all the automation features of ONTRAPORT just as if the sale was completed through an integrated payment gateway. 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 due to factors beyond the customer's control (such as an internal error on your part). You can only log a "one off" transaction, and cannot log a transaction for subscriptions or payment plans.

    1. Click on the Contact's name in Contacts to open the Contact record

    2. Click the Actions menu and select Log Transaction  Show me


      Single Contact Actions

    3. Add the products, pricing and quantities that make up your offer to the product grid.

    4. Select "Log a transaction (don't charge card)" in the "I would like to ..." drop down box and click Submit  Show me


      Log but don't charge transaction

     

     

    Charging a Transaction

    You can charge a transaction in ONTRAPORT by entering the credit card details or using the credit card number on file.

    1. Click on the Contact's name in Contacts to open the Contact record

    2. Click the Actions menu and select Log Transaction  Show me


      Single Contact Actions

    3. Add the products, pricing and quantities that make up your offer to the product grid.

    4. If the card details are on file select the Invoice Template, payment Gateway, and click the Submit button  Show me


      log and charge transaction

    5. To edit the card on file, click the Edit link. 

    6. If the Contact does not have a credit card on file the Billing Address and Payment Info screen is provided for manual entry  Show me

      add-card.png

     

     

    FAQs

    Q. Can I process a transaction through regular PayPal?

    A. No, only the PayPal account holder can log into regular PayPal to approve a transaction (their username and password are required).

    Q. Can I invoice a customer for them to pay later?

    A. Not directly. You can send an email formatted like an invoice, and direct the Contact to a Smart Form order form to complete the transaction.

     

     

    Revised Jan. 19, 2016

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