Using MoonClerk

Step-by-step instructions on how to use MoonClerk

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134 articles in this collection
Written by Dodd Caldwell
Payment Forms

How do I create a payment form?

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Written by Dodd Caldwell
Updated over a week ago

How do I preview what my payment form looks like?

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Updated over a week ago

How do I edit an existing payment form?

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Written by Dodd Caldwell
Updated over a week ago

How do I gather additional custom information from payers on one of my payment forms?

Use our form builder to gather information at checkout through custom fields
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Written by Dodd Caldwell
Updated over a week ago

How do I charge an up-front, one-time amount on a recurring plan?

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Written by Dodd Caldwell
Updated over a week ago

How do I place a link to one of my payment forms on my website?

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Written by Dodd Caldwell
Updated over a week ago

How do I embed one of my payment forms inside my website?

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Written by Dodd Caldwell
Updated over a week ago

How do I send a link to one of my payment forms?

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Written by Dodd Caldwell
Updated over a week ago

How do I edit or change the amount I have listed on a payment form?

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Written by Dodd Caldwell
Updated over a week ago

How do I accept ACH (bank account) payments?

ACH / Bank Account payments
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Written by Dodd Caldwell
Updated over a week ago

How do I give my payers the option to pay a fee or choose an add-on?

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Written by Dodd Caldwell
Updated over a week ago

How do I ask for a shipping address at checkout?

Have your payers enter a physical shipping address when they check out.
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Written by Dodd Caldwell
Updated over a week ago

How do I set a specific date on a payment form that recurring plans will start on?

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Written by Dodd Caldwell
Updated over a week ago

How do I manually disable one of my payment forms?

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Written by Dodd Caldwell
Updated over a week ago

How do I limit the number of successful checkouts that can occur on a payment form?

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Written by Dodd Caldwell
Updated over a week ago

How do I format the amount options to be radio buttons or drop downs?

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Written by Dodd Caldwell
Updated over a week ago

How do I disable a checkout after a certain date?

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Written by Dodd Caldwell
Updated over a week ago

How do I verify US-based addresses at checkout?

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Written by Dodd Caldwell
Updated over a week ago

How do I set which country or countries appear in the address field?

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Written by Dodd Caldwell
Updated over a week ago

How do I hide disabled forms?

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Written by Dodd Caldwell
Updated over a week ago

How do I require my payers to agree to my Terms of Service when they check out?

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Written by Dodd Caldwell
Updated over a week ago

How do I set a trial period before a payer's card is charged?

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Written by Dodd Caldwell
Updated over a week ago

How do I delete a payment form?

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Written by Dodd Caldwell
Updated over a week ago

How do I duplicate or clone an existing payment form?

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Written by Dodd Caldwell
Updated over a week ago

How do I redirect payers to a web page that I designate after they finish checking out?

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Written by Dodd Caldwell
Updated over a week ago

How do I display a confirmation message after a payer checks out?

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Written by Dodd Caldwell
Updated over a week ago

How do I "suggest" amounts for payers to choose from, but still let them enter their own amount?

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Written by Dodd Caldwell
Updated over a week ago

How do I set a specific day of the week or month that my payer will be charged?

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Written by Dodd Caldwell
Updated over a week ago

How do I set the recurring frequency on one of my payment forms?

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Written by Dodd Caldwell
Updated over a week ago

How do I set the duration or expiration for a recurring plan on one of my payment forms?

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Written by Dodd Caldwell
Updated over a week ago

How do I let my payers choose their own recurring options (frequency, charge date, expiration)?

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Written by Dodd Caldwell
Updated over a week ago

How do I set multiple fixed prices/amounts that payers can choose from on my payment form?

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Written by Dodd Caldwell
Updated over a week ago

How do I add additional fees (such as shipping, taxes, or surcharges) to a payment form?

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Written by Dodd Caldwell
Updated over a week ago

How do I place a payment form "Subscribe", "Donate", or "Buy Now" button on my website?

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Written by Dodd Caldwell
Updated over a week ago
Recurring Plans

How do I view all of the recurring plans on a payment form?

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Written by Dodd Caldwell
Updated over a week ago

How do I update or change a payer's name and email?

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Written by Dodd Caldwell
Updated over a week ago

How do I cancel a recurring plan?

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Written by Dodd Caldwell
Updated over a week ago

How do I manually update a payer's credit card information on a recurring plan?

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Written by Dodd Caldwell
Updated over a week ago

How do I edit the custom information a payer on a recurring plan has entered?

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Written by Dodd Caldwell
Updated over a week ago

How do I change the start date for an existing recurring plan before it has started billing?

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Written by Dodd Caldwell
Updated over a week ago

How do I change or add a duration or expiration date for a recurring plan?

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Written by Dodd Caldwell
Updated over a week ago

How do I pause a recurring plan indefinitely or skip one or more payments?

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Written by Dodd Caldwell
Updated over a week ago

How do I change the frequency on a recurring plan?

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Written by Dodd Caldwell
Updated over a week ago

How do I resume (unpause) a paused recurring plan?

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Updated over a week ago

How do I close an unpaid invoice?

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Written by Dodd Caldwell
Updated over a week ago

How do I reopen a closed invoice?

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Updated over a week ago

How do I add an internal note to a plan?

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Written by Dodd Caldwell
Updated over a week ago

How do I manually attempt to pay an unpaid invoice?

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Written by Dodd Caldwell
Updated over a week ago

How do I label an invoice as uncollectible?

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Written by Dodd Caldwell
Updated over a week ago

How do I adjust a payer's account balance?

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Written by Dodd Caldwell
Updated over a week ago

How do I download my recurring plan data in a CSV or Excel file?

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Updated over a week ago

What can cause a recurring plan to be canceled?

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Updated over a week ago

How do I change the day that an active recurring plan is being charged?

How to change the charge date of a Plan
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Written by Dodd Caldwell
Updated over a week ago

How do I filter plans?

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Updated over a week ago

How do I change the amount of a recurring plan after a payer has checked out?

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Written by Dodd Caldwell
Updated over a week ago

How do I restart a recurring plan that has already been canceled?

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Written by Dodd Caldwell
Updated over a week ago

How do I view all of the detailed information for a recurring plan?

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Written by Dodd Caldwell
Updated over a week ago
Account Settings

How do I activate my account?

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Written by Dodd Caldwell
Updated over a week ago

How do I have the receipts for the charges MoonClerk bills my account emailed to me?

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Written by Dodd Caldwell
Updated over a week ago

How do I view, print, or download the receipts for the charges MoonClerk bills me?

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Written by Dodd Caldwell
Updated over a week ago

How do I update my sign-in details?

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Written by Dodd Caldwell
Updated over a week ago

How do I change my card information that MoonClerk uses to bill me for my monthly usage?

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Written by Dodd Caldwell
Updated over a week ago

How do I rename the Terms of Service files I've previously uploaded?

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Written by Dodd Caldwell
Updated over a week ago

How do I delete a Terms of Service file?

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Written by Dodd Caldwell
Updated over a week ago

How do I invite a team member to my MoonClerk account?

How to add users (team members) to your account
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Written by Dodd Caldwell
Updated over a week ago

What are the differences in the roles for team members in my MoonClerk account?

Defining the roles for users (team members) on your account
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Written by Dodd Caldwell
Updated over a week ago

How do I edit the email or role of a team member on my MoonClerk account?

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Written by Dodd Caldwell
Updated over a week ago

How do I revoke a pending invitation to a team member on my MoonClerk account?

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Written by Dodd Caldwell
Updated over a week ago

How do I resend an invitation to a team member on my MoonClerk account?

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Written by Dodd Caldwell
Updated over a week ago

How do I deactivate a team member on my MoonClerk account?

Revoke access to users (team members) of your MoonClerk account
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Written by Dodd Caldwell
Updated over a week ago

How do I view a log of the actions I or my payers have taken in the MoonClerk dashboard?

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Written by Dodd Caldwell
Updated over a week ago

How do I change the time zone for my MoonClerk account?

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Written by Dodd Caldwell
Updated over a week ago

How do I sign out of my account?

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Written by Dodd Caldwell
Updated over a week ago

How do I update my account name, account email, and account timezone?

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Written by Dodd Caldwell
Updated over a week ago

How do I sign in to my account?

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Written by Dodd Caldwell
Updated over a week ago

How do I sign in if I've forgotten my password?

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Written by Dodd Caldwell
Updated over a week ago

How do I cancel my MoonClerk account?

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Written by Dodd Caldwell
Updated over a week ago
Payer Portal

How do my payers manage their own recurring plans themselves?

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Written by Dodd Caldwell
Updated over a week ago

What controls can I give my payers to manage their own recurring plans?

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Written by Dodd Caldwell
Updated over a week ago

How do I find the link to my account’s Payer Portal Sign-in page?

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Written by Dodd Caldwell
Updated over a week ago

How do I apply a theme to my Payer Portal?

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Written by Dodd Caldwell
Updated over a week ago

How do I give my payers the ability to update their own billing information?

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Written by Dodd Caldwell
Updated over a week ago

How do I give my payers the ability to update the name and email on their recurring plan themselves?

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Written by Dodd Caldwell
Updated over a week ago

How do I give my payers the ability to cancel their own recurring plans themselves?

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Written by Dodd Caldwell
Updated over a week ago

How do I give my payers the ability to change the day of their recurring plan themselves?

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Written by Dodd Caldwell
Updated over a week ago

How do I give my payers the ability to update their custom information field responses?

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Written by Dodd Caldwell
Updated over a week ago

How do I give my payers the ability to change the amount of their recurring plan?

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Written by Dodd Caldwell
Updated over a week ago

How do I give my payers the ability to change the frequency of their recurring plan?

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Written by Dodd Caldwell
Updated over a week ago

How do I give my payers the ability to view the payment history on their recurring plan?

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Written by Dodd Caldwell
Updated over a week ago