Using MoonClerk
Step-by-step instructions on how to use MoonClerk
By Dodd and 1 other2 authors144 articles
- How do I create a payment form?
- How do I preview what my payment form looks like?
- How do I edit an existing payment form?
- How do I gather additional custom information from payers on one of my payment forms?
- How do I charge an up-front, one-time amount on a recurring plan?
- How do I place a link to one of my payment forms on my website?
- How do I embed one of my payment forms inside my website?
- How do I use a QR code to send payers to my payment form?
- How do I send a link to one of my payment forms?
- How do I edit or change the amount I have listed on a payment form?
- How do I accept ACH (bank account) payments?
- How do I give my payers the option to pay a fee or choose an add-on?
- How do I ask for a shipping address at checkout?
- How do I set a specific date on a payment form that recurring plans will start on?
- How do I manually disable one of my payment forms?
- How do I limit the number of successful checkouts that can occur on a payment form?
- How do I format the amount options to be radio buttons or drop downs?
- How do I disable a checkout after a certain date?
- How do I verify US-based addresses at checkout?
- How do I set which country or countries appear in the address field?
- How do I pin forms to the top of the form listing page?
- How do I hide disabled forms?
- How do I display a custom message when a checkout is disabled?
- How do I require my payers to agree to my Terms of Service when they check out?
- How do I set a trial period before a payer's card is charged?
- How do I delete a payment form?
- How do I duplicate or clone an existing payment form?
- How do I redirect payers to a web page that I designate after they finish checking out?
- How do I display a confirmation message after a payer checks out?
- How do I "suggest" amounts for payers to choose from, but still let them enter their own amount?
- How do I set a specific day of the week or month that my payer will be charged?
- How do I set the recurring frequency on one of my payment forms?
- How do I set the duration or expiration for a recurring plan on one of my payment forms?
- How do I let my payers choose their own recurring options (frequency, charge date, expiration)?
- How do I set multiple fixed prices/amounts that payers can choose from on my payment form?
- How do I add additional fees (such as shipping, taxes, or surcharges) to a payment form?
- How do I organize my payment forms with tags?
- How do I view the tags for my forms?
- How do I view all of the recurring plans on a payment form?
- How do I update or change a payer's name and email?
- How do I cancel a recurring plan?
- How do I manually update a payer's credit card information on a recurring plan?
- How do I edit the custom information a payer on a recurring plan has entered?
- How do I change the start date for an existing recurring plan before it has started billing?
- How do I change or add a duration or expiration date for a recurring plan?
- How do I pause a recurring plan indefinitely or skip one or more payments?
- How do I change the frequency on a recurring plan?
- How do I resume (unpause) a paused recurring plan?
- How do I close an unpaid invoice?
- How do I reopen a closed invoice?
- How do I add an internal note to a plan?
- How do I manually attempt to pay an open invoice?
- How do I label an invoice as uncollectible?
- How do I adjust a payer's account balance?
- How do I download my recurring plan data in a CSV or Excel file?
- What can cause a recurring plan to be canceled?
- How do I change the day that an active recurring plan is being charged?
- How do I filter plans?
- How do I change the amount of a recurring plan after a payer has checked out?
- How do I restart a recurring plan that has already been canceled?
- How do I view all of the detailed information for a recurring plan?
- How do I add a comment on a recurring plan for my team members in the MoonClerk dashboard?
- How do I view all payments made on a specific payment form?
- How do I refund a payment?
- How do I charge a one-off payment to a payer who has a recurring plan?
- How do I view all of the detailed information for a payment made on one of my payment forms?
- How do I add an internal note to a payment?
- How do I view the details of a specific payment?
- How do I edit the custom information on a payment?
- How do I filter payments?
- What causes failed payments?
- How do I download my payment data in a CSV or Excel file?
- How do I add a comment on a payment for my team members in the MoonClerk dashboard?
- How do I activate my account?
- How do I check my connection to Stripe?
- What are my formatting options for exporting custom fields?
- How do I track which Terms of Service my payers have agreed to?
- How do I use MoonClerk as a register on my computer to accept payments in-person?
- What is the process like for payers when they pay using a bank account (ACH)?
- How long does it take for ACH (bank account) payments to process once the checkout is complete?
- How do I use MoonClerk on my smartphone to manually accept payments in-person?
- How do I use the MoonClerk Wordpress plugin?
- How do I use MoonClerk on my Squarespace website?
- How do I find the Wordpress shortcode for a payment form?
- How do I enable Two-Factor Authentication for my MoonClerk sign-in?
- How do I sign in if I've forgotten my password?
- How do I disable Two-Factor Authentication
- How do I have the receipts for the charges MoonClerk bills my account emailed to me?
- How do I view, print, or download the receipts for the charges MoonClerk bills me?
- How do I update my sign-in details?
- How do I change my card information that MoonClerk uses to bill me for my monthly usage?
- How do I rename the Terms of Service files I've previously uploaded?
- How do I delete a Terms of Service file?
- How do I invite a team member to my MoonClerk account?
- What are the differences in the roles for team members in my MoonClerk account?
- How do I change the role of a team member on my MoonClerk account?
- How do I revoke a pending invitation to a team member on my MoonClerk account?
- How do I resend an invitation to a team member on my MoonClerk account?
- How do I deactivate a team member on my MoonClerk account?
- How do I view a log of the actions I or my payers have taken in the MoonClerk dashboard?
- How do I change the time zone for my MoonClerk account?
- How do I sign out of my account?
- How do I update my account name, account email, and account timezone?
- How do I sign in to my account?
- How do I sign in if I've forgotten my password?
- How do I cancel my MoonClerk account?
- How do I customize the email notifications that MoonClerk sends me?
- How do I customize the email notifications that are sent to my payers?
- How do I enable or disable the email notifications that are sent to my payers?
- How do I enable or disable the email notifications that MoonClerk sends to me?
- How do I send account notifications to additional or different email addresses other than my account email?
- How do I add a custom message in notification emails that is unique to each payment form?
- How do I manually resend or send a Successful Payment notification email receipt to a payer?
- What is Liquid Templating and where can I learn more about it?
- What MoonClerk-specific Liquid Templating variables and filters are available for notifications?
- How do my payers manage their own recurring plans themselves?
- What controls can I give my payers to manage their own recurring plans?
- How do I find the link to my account’s Payer Portal Sign-in page?
- How do I apply a theme to my Payer Portal?
- How do I give my payers the ability to pause their own recurring plan?
- How do I give my payers the ability to update their own billing information?
- How do I give my payers the ability to update the name and email on their recurring plan themselves?
- How do I give my payers the ability to cancel their own recurring plans themselves?
- How do I give my payers the ability to change the day of their recurring plan themselves?
- How do I give my payers the ability to update their custom information field responses?
- How do I give my payers the ability to change the amount of their recurring plan?
- How do I give my payers the ability to change the frequency of their recurring plan?
- How do I give my payers the ability to view the payment history on their recurring plan?
- What options do I have when creating a coupon code?
- Where will payers enter coupon codes when they are checking out?
- How do I enable coupon codes to be used on a payment form?
- How do I create a coupon code?
- How do I change a coupon being used on a payer's existing recurring plan?
- How do I add a coupon to a payer's existing recurring plan?
- How do I duplicate a coupon?
- How do I create multiple-period coupons for recurring plans that are not monthly?
- How do I remove a coupon from a payer's existing recurring plan?
- How do I filter coupons?