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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 cards 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 multiple products. ONTRAPORT saves the details of the transaction for rapid processing with other Contacts.

    Create 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

      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. 



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

    Log a Transaction Without Charging

    Use Log a transaction to record a sale made elsewhere so you can keep track of your sales in one, central location. This allows you to enable all the automation features of ONTRAPORT 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  

      Single Contact Actions

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

    4. In the "I would like to..." section, use the dropdown to select Log a transaction (don't charge card) and click Submit  

      Log but don't charge transaction
    Charge a Transaction

    Use the Log a Transaction button to charge an order on your Contact's behalf. This processes the order using one of their credit cards on file, or one you can add during this process. After the order is charged, all automation related to recording the sale, such as Goals or Triggers in a Campaign (or legacy global Rules) will be activated.

    Be aware that any automation you have attached to an order form itself will not be activated when manually entering an order using the Contact Record.

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

    2. Click the Actions menu and select Log Transaction  

      Single Contact Actions

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

    4. In the "I would like to..." section, use the dropdown to select Charge Now. You can use the default card on file that is pre-selected, or choose another card on file or add a new credit card, by clicking the down arrow. Click Submit when satisfied with the order details.

      Enter a manual transaction and charge your Contact's credit card
    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.

     

     

     

     

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