Using MoonClerk

How do I create a payment form?

Written by Dodd Caldwell
Updated over a week ago

How do I preview what my payment form looks like?

Written by Dodd Caldwell
Updated over a week ago

How do I edit an existing payment form?

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

Written by Dodd Caldwell
Updated over a week ago

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

Written by Dodd Caldwell
Updated over a week ago

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

Written by Dodd Caldwell
Updated over a week ago

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

Written by Dodd Caldwell
Updated over a week ago

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

Written by Dodd Caldwell
Updated over a week ago

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

Written by Dodd Caldwell
Updated over a week ago

How do I accept ACH (bank account) payments?

ACH / Bank Account payments

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?

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.

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?

Written by Dodd Caldwell
Updated over a week ago

How do I manually disable one of my payment forms?

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?

Written by Dodd Caldwell
Updated over a week ago

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

Written by Dodd Caldwell
Updated over a week ago

How do I disable a checkout after a certain date?

Written by Dodd Caldwell
Updated over a week ago

How do I verify US-based addresses at checkout?

Written by Dodd Caldwell
Updated over a week ago

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

Written by Dodd Caldwell
Updated over a week ago

How do I hide disabled forms?

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?

Written by Dodd Caldwell
Updated over a week ago

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

Written by Dodd Caldwell
Updated over a week ago

How do I delete a payment form?

Written by Dodd Caldwell
Updated over a week ago

How do I duplicate or clone an existing payment form?

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?

Written by Dodd Caldwell
Updated over a week ago

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

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?

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?

Written by Dodd Caldwell
Updated over a week ago

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

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?

Written by Dodd Caldwell
Updated over a week ago

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

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?

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?

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?

Written by Dodd Caldwell
Updated over a week ago

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

Written by Dodd Caldwell
Updated over a week ago

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

Written by Dodd Caldwell
Updated over a week ago

How do I cancel a recurring plan?

Written by Dodd Caldwell
Updated over a week ago

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

Written by Dodd Caldwell
Updated over a week ago

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

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?

Written by Dodd Caldwell
Updated over a week ago

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

Written by Dodd Caldwell
Updated over a week ago

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

Written by Dodd Caldwell
Updated over a week ago

How do I change the frequency on a recurring plan?

Written by Dodd Caldwell
Updated over a week ago

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

Written by Dodd Caldwell
Updated over a week ago

How do I close an unpaid invoice?

Written by Dodd Caldwell
Updated over a week ago

How do I reopen a closed invoice?

Written by Dodd Caldwell
Updated over a week ago

How do I add an internal note to a plan?

Written by Dodd Caldwell
Updated over a week ago

How do I manually attempt to pay an open invoice?

Written by Dodd Caldwell
Updated over a week ago

How do I label an invoice as uncollectible?

Written by Dodd Caldwell
Updated over a week ago

How do I adjust a payer's account balance?

Written by Dodd Caldwell
Updated over a week ago

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

Written by Dodd Caldwell
Updated over a week ago

What can cause a recurring plan to be canceled?

Written by Dodd Caldwell
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

Written by Dodd Caldwell
Updated over a week ago

How do I filter plans?

Written by Dodd Caldwell
Updated over a week ago

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

Written by Dodd Caldwell
Updated over a week ago

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

Written by Dodd Caldwell
Updated over a week ago

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

Written by Dodd Caldwell
Updated over a week ago

How do I view all payments made on a specific payment form?

Written by Dodd Caldwell
Updated over a week ago

How do I refund a payment?

Written by Dodd Caldwell
Updated over a week ago

How do I charge a one-off payment to a payer who has a recurring plan?

Written by Dodd Caldwell
Updated over a week ago

How do I view all of the detailed information for a payment made on one of my payment forms?

Written by Dodd Caldwell
Updated over a week ago

How do I add an internal note to a payment?

Written by Dodd Caldwell
Updated over a week ago

How do I view the details of a specific payment?

Written by Dodd Caldwell
Updated over a week ago

How do I edit the custom information on a payment?

Written by Dodd Caldwell
Updated over a week ago

How do I filter payments?

Written by Dodd Caldwell
Updated over a week ago

What causes failed payments?

Written by Dodd Caldwell
Updated over a week ago

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

Written by Dodd Caldwell
Updated over a week ago

How do I export custom fields into a spreadsheet?

Learn how to export your custom fields into a CSV or Excel file

Written by Dodd Caldwell
Updated over a week ago

How do I track which Terms of Service my payers have agreed to?

Written by Dodd Caldwell
Updated over a week ago

How do I use MoonClerk as a register on my computer to accept payments in-person?

Written by Dodd Caldwell
Updated over a week ago

What is the process like for payers when they pay using a bank account (ACH)?

ACH / Bank Account Payments

Written by Dodd Caldwell
Updated over a week ago

How long does it take for ACH (bank account) payments to process once the checkout is complete?

ACH / Bank Account Payments

Written by Dodd Caldwell
Updated over a week ago

How do I view all “unverified” ACH checkouts on a payment form?

ACH (Bank Account) payments

Written by Dodd Caldwell
Updated over a week ago

How do I use MoonClerk on my smartphone to manually accept payments in-person?

Written by Dodd Caldwell
Updated over a week ago

How do I use the MoonClerk Wordpress plugin?

Written by Dodd Caldwell
Updated over a week ago

How do I use MoonClerk on my Squarespace website?

Learn how to use MoonClerk on your Squarespace site

Written by Dodd Caldwell
Updated over a week ago

How do I find the Wordpress shortcode for a payment form?

Written by Dodd Caldwell
Updated over a week ago

How do I activate my account?

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?

Written by Dodd Caldwell
Updated over a week ago

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

Written by Dodd Caldwell
Updated over a week ago

How do I update my sign-in details?

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?

Written by Dodd Caldwell
Updated over a week ago

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

Written by Dodd Caldwell
Updated over a week ago

How do I delete a Terms of Service file?

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

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

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?

Written by Dodd Caldwell
Updated over a week ago

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

Written by Dodd Caldwell
Updated over a week ago

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

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

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?

Written by Dodd Caldwell
Updated over a week ago

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

Written by Dodd Caldwell
Updated over a week ago

How do I sign out of my account?

Written by Dodd Caldwell
Updated over a week ago

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

Written by Dodd Caldwell
Updated over a week ago

How do I sign in to my account?

Written by Dodd Caldwell
Updated over a week ago

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

Written by Dodd Caldwell
Updated over a week ago

How do I cancel my MoonClerk account?

Written by Dodd Caldwell
Updated over a week ago

How do I customize the email notifications that MoonClerk sends me?

Written by Dodd Caldwell
Updated over a week ago

How do I customize the email notifications that are sent to my payers?

Written by Dodd Caldwell
Updated over a week ago

How do I enable or disable the email notifications that are sent to my payers?

Written by Dodd Caldwell
Updated over a week ago

How do I enable or disable the email notifications that MoonClerk sends to me?

Written by Dodd Caldwell
Updated over a week ago

How do I send account notifications to additional or different email addresses other than my account email?

Written by Dodd Caldwell
Updated over a week ago

How do I add a custom message in notification emails that is unique to each payment form?

Written by Dodd Caldwell
Updated over a week ago

How do I manually resend or send a Successful Payment notification email receipt to a payer?

Written by Dodd Caldwell
Updated over a week ago

What is Liquid Templating and where can I learn more about it?

Written by Dodd Caldwell
Updated over a week ago

What MoonClerk-specific Liquid Templating variables and filters are available for notificatons?

Written by Dodd Caldwell
Updated over a week ago

How do my payers manage their own recurring plans themselves?

Written by Dodd Caldwell
Updated over a week ago

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

Written by Dodd Caldwell
Updated over a week ago

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

Written by Dodd Caldwell
Updated over a week ago

How do I apply a theme to my Payer Portal?

Written by Dodd Caldwell
Updated over a week ago

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

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?

Written by Dodd Caldwell
Updated over a week ago

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

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?

Written by Dodd Caldwell
Updated over a week ago

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

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?

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?

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?

Written by Dodd Caldwell
Updated over a week ago

What options do I have when creating a coupon code?

Written by Dodd Caldwell
Updated over a week ago

Where will payers enter coupon codes when they are checking out?

Written by Dodd Caldwell
Updated over a week ago

How do I enable coupon codes to be used on a payment form?

Written by Dodd Caldwell
Updated over a week ago

How do I create a coupon code?

Written by Dodd Caldwell
Updated over a week ago

How do I change a coupon being used on a payer's existing recurring plan?

Written by Dodd Caldwell
Updated over a week ago

How do I add a coupon to a payer's existing recurring plan?

Written by Dodd Caldwell
Updated over a week ago

How do I duplicate a coupon?

Written by Dodd Caldwell
Updated over a week ago

How do I create multiple-period coupons for recurring plans that are not monthly?

Written by Dodd Caldwell
Updated over a week ago

How do I remove a coupon from a payer's existing recurring plan?

Written by Dodd Caldwell
Updated over a week ago

How do I filter coupons?

Written by Dodd Caldwell
Updated over a week ago

How do I design themes?

Customize the look, feel, and over all design of your Form.

Written by Dodd Caldwell
Updated over a week ago

How do I change the colors on a payment form?

Written by Dodd Caldwell
Updated over a week ago

How do I delete a theme?

Written by Dodd Caldwell
Updated over a week ago

How do I upload a logo or image to my payment form?

Written by Dodd Caldwell
Updated over a week ago

How do I change the fonts on a payment form?

Written by Dodd Caldwell
Updated over a week ago

How do I hide the title of my form so that payers don't see it?

Written by Dodd Caldwell
Updated over a week ago