Back-Office

Manage Your Back-Office. No Training Required.

Use the MoonClerk dashboard to oversee your business operations without having to master anything new.

Analyze and Export

View, filter, analyze, and export the payment and plan data in your MoonClerk dasbhoard. 

  • Export Data To Spreadsheets
  • View Date-Adjustable Analytics
  • Filter And Search Payments, Plans, And Coupons

Add Team Members to Your Account

Add unlimited team members to your account. Assign them different roles and levels of access based on what you'd like them to be able to see and do.

Refunds

Issue full or partial refunds to your payers in a couple clicks.

Receipts

Resend receipts to payers or other email addresses.

Notes

Add notes to payments/plans for you or your team.

Activity

See a stream of account activity by team members.

Manually Charge Cards

If a payer has checked out for a recurring plan, you can manually charge their card for one-off payments. They don’t need to check out again.

Edit Recurring Plans After Checkout

  • Plan Parameters

    Change amount, frequency, charge day, and duration.

  • Custom Field Data

    Change the response a payer gave to a custom field.

  • Coupons

    Add, remove, or change coupons applied to a plan.

  • Account Balance

    Issue a credit or debit to a payer’s account balance.

  • Cancel and Restart

    Cancel a plan. Restart it with just a click.

  • Pause Payments

    Pause a plan indefinitely or skip one or more payments.  

  • Billing Information

    Update the payment method a payer uses.

  • Contact Info

    Change a payer's name and email.