Using MoonClerk

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123 articles in this collection
Written by Dodd Caldwell

How do I create a payment form?

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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
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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
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Written by Dodd Caldwell
Updated over a week ago

How do I activate my account?

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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 preview what my payment form looks like?

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Written by Dodd Caldwell
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 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 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 accept ACH (bank account) payments?

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

How do I find the link my payers use to verify the micro-deposits to complete their ACH (bank account) checkouts?

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

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

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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?

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Written by Dodd Caldwell
Updated over a week ago

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

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Written by Dodd Caldwell
Updated this week

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

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Written by Dodd Caldwell
Updated this week

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

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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?

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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 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 change the frequency on a recurring plan?

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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 for a specific recurring plan?

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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 pause a recurring plan or skip a payment?

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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 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 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 edit the custom information on a payment?

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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 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 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

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 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 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 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 Wordpress shortcode for a payment form?

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Written by Dodd Caldwell
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 hide disabled forms?

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Written by Dodd Caldwell
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 reopen a closed invoice?

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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 forgive a closed invoice?

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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 attempt to pay an unpaid invoice?

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Written by Dodd Caldwell
Updated over a week ago

How do I add an internal note to a payment?

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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 cancel my MoonClerk account?

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Written by Dodd Caldwell
Updated over a week ago

How do I filter plans?

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Written by Dodd Caldwell
Updated over a week ago

How do I filter payments?

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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 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 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 remove a coupon from a payer's existing recurring plan?

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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 change a coupon being used on a payer's existing 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 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 view the details of a specific payment?

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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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Written by Dodd Caldwell
Updated over a week ago

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

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Written by Dodd Caldwell
Updated over a week ago

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

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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 adjust a payer's account balance?

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Written by Dodd Caldwell
Updated over a week ago

How do I delete a theme?

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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?

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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 view all of the recurring plans on a payment form?

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Written by Dodd Caldwell
Updated over a week ago

What causes failed payments?

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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 customize the email notifications that MoonClerk sends me?

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Written by Dodd Caldwell
Updated over a week ago

How do I refund a payment?

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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

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

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Written by Dodd Caldwell
Updated over a week ago

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

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Written by Dodd Caldwell
Updated over a week ago

How do I change the fonts on a payment form?

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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 change the colors on a payment form?

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

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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?

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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 update my sign-in details?

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

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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?

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Written by Dodd Caldwell
Updated over a week ago

What can cause a recurring plan to be canceled?

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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
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Written by Dodd Caldwell
Updated over a week ago

What options do I have when creating a coupon code?

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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 create a coupon code?

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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

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 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 "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 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 enable coupon codes to be used on a payment form?

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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 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 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 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 change the time zone for my MoonClerk account?

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Written by Dodd Caldwell
Updated over a week ago

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

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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 view all payments made on a specific payment form?

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Written by Dodd Caldwell
Updated over a week ago

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

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Written by Dodd Caldwell
Updated over a week ago

How do I view all recurring plans related to a payment form?

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Written by Dodd Caldwell
Updated over a week ago

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

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Written by Dodd Caldwell
Updated over a week ago

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

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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 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

How do I use the MoonClerk Wordpress plugin?

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Written by Dodd Caldwell
Updated over a week ago