Taking Payments Online

There are a few steps to setting up your eCommerce machine. You need a gateway, products created, and order forms to sell them. Learn how to integrate and set them all up here. Deliver your products automatically, run collections automatically and upsell clients all with ONTRAPORT.

Integrating a Payment Gateway

Prerequisites An ONTRAPORT account A payment gateway that has approved you (see list of available gateways ONTRAPORT integrates with...

Creating an Order Form (Legacy Smart Forms)

  Note: This Knowledge Base article describes using the older, standard Smart Form selected using the "Smart Form" icon shown ...

Creating an Upsell Form

About Upsell Forms Upsell Forms give you the ability to offer your customers a product upsell when purchasing something from you.  With t...

Coupon Codes

About Coupon Codes     Coupon Codes are alphanumeric codes generated and managed by ONTRAPORT that, when entered on an Order Form, ...

Creating an Invoice Template

Introduction Invoice templates are available so you can customize and personalize the data sent to your customers. If you don’t create an...

Manual Transactions

  About ONTRAPORT provides an easy way to enter manual transactions in the Contact record. You can charge the transaction using the cus...

Collections / Recharge Settings

  About ONTRAPORT has a discrete built-in system for managing credit card collections and recharges if you sell subscription products or...

Sales Overview

Prerequisites An ONTRAPORT account A product to sell A Payment Gateway (optional) A digital file of your product (if selling a d...

Setting Up the Dummy Gateway

What is the Dummy Gateway? The Dummy Gateway allows you to make test purchases of your products without making an actual transaction thro...

Creating Products

Introduction Products that you create in ONTRAPORT will be available for use on our order forms in order to make sales. Products can be e...

Adding Tax Types to ONTRAPORT

About ONTRAPORT's Order Forms include the ability to add taxes to the purchase. Through the use of Rules, the tax can be applied based on...

Integrating with Authorize.net

About The Authorize.net Payment Gateway provides fast, reliable and secure transmission of transaction data between websites and the paym...

Integrating with eWAY

About eWAY is a payment gateway that integrates easily with ONTRAPORT, allowing you to process payments if your business is located in Au...

Integrating with PayJunction

About PayJunction is a US-based merchant account with an attractive "interchange plus" pricing schedule, using the actual credi...

Integrating with PayPal

About PayPal Standard is a popular choice of payment gateway for entrepreneurs. It was the first easy to use, non-bank related payment g...

Integrating with Paypal Payments Pro

About PayPal Payments Pro PayPal Payments Pro is a traditional payment gateway, accepting credit and debit cards, and can be used for tri...

Integrating Payflow Pro Payment Gateway

About PayPal's Payflow Pro Payment Gateway connects to a traditional merchant account to accept payments through your ONTRAPORT Order For...

Integrating with QBMS (QuickBooks Merchant Services)

About QuickBooks Merchant Services (QBMS) QBMS is part of Intuit’s partner platform, and can be used to connect the QuickBooks “Web Store...

Integrating with Stripe

About Stripe Stripe is an international payment gateway supporting businesses in many countries. Stripe charges a transaction fee and pe...

Integrating with WorldPay

Prerequisites A WorldPay Business or Business Gateway Plus account An ONTRAPORT account About WorldPay WorldPay describes itself ...

Integrating with UltraCart Shopping Cart

  About This integration allows you to sell products using UltraCart (in lieu of an ONTRAPORT Order Form) and log/track those purchases i...

Integrating with 1Shopping Cart

  Prerequisites An ONTRAPORT account A 1Shopping Cart account   About This integration enables 1Shopping Cart purchase data and pro...