# MoonClerk AI Corpus This file aggregates AI-readable content for the v2 marketing pages plus blog, customer-story, product, extension, payment-solution, and official external Help Center references. ## V2 pages # Recurring Payments and Online Payment Forms | MoonClerk URL: https://www.moonclerk.com/ Accept recurring payments and build branded online payment forms with Stripe. Launch subscriptions, donations, and one-time payments without code. ## Page sections ### The online payment form behind 32,000+ organizations. Eyebrow: Coworking Real reviews from real founders, operators, nonprofits, and creators billing on MoonClerk every day. - ★★★★★ 2,400+ customer stories 32,000+ organizations 14 years helping teams get paid - JM - AP - JW - JR - MT - PM - SK ### What can you use online payment forms for? Eyebrow: Use cases Recurring subscriptions, one-time purchases, donations, retainers, event fees, membership dues, rent, deposits, service invoices — one branded form, powered by Stripe. ### Create branded online payment forms that convert. Eyebrow: 01 · Beautiful checkouts Build online payment forms that are on-brand, mobile-first, and conversion-optimized. Embed them, link to them, or drop them into an email — no redirects, no friction. - Unlimited Monthly - Expiry ### Set up recurring billing that fits your business model. Eyebrow: 02 · Flexible billing Monthly, annual, quarterly, installment plans, free trials — configure billing rules in a UI, not a codebase. ### Automate receipts, retries, and recurring payment follow-up. Eyebrow: 03 · Automation Receipts, renewal reminders, and failed-payment retries run themselves. Plug into Zapier, webhooks, or 9,000+ apps and MoonClerk fires events in real time. - 4 of 5 actions · 0 manual steps ### Manage payments, subscriptions, and customer billing in one place. Eyebrow: 04 · Back office Filter and search every transaction. Drill into a customer's full billing history. Export to CSV or sync live to Google Sheets. - Sarah Chen Unlimited Monthly · $89 Active - Marcus Lee Annual · $279 Retrying - Priya Patel Invoice · $1,200 Invoiced - Devon Park Quarterly · $79 Active - Elena Torres Monthly · $29 Active - Jordan Rivera Annual · $279 Active - Kaia Nakamura Invoice · $3,400 Invoiced - Theo Okonkwo Monthly · $29 Active ### Recover failed recurring payments automatically. Eyebrow: 05 · Revenue recapture When a card on a recurring plan fails, you lose revenue. MoonClerk heads off declines before they happen — and quietly recovers the ones that do. ### Secure online payments, built in. Eyebrow: 06 · Security Every payment is processed through Stripe's Level-1 PCI infrastructure. We never touch card numbers — and we never hold your money. Payouts go straight from Stripe to your bank. - PCI-DSS Level 1 · via Stripe - TLS 1.3 End-to-end - SCA / 3DS Where required - GDPR Export · deletion · DPAs ### Connect payment events to Zapier, QuickBooks, and your CRM. Eyebrow: Integrations MoonClerk fires every subscription event into Zapier — 9,000+ apps can react in real time. No developers needed. - New payment - Post to Slack #sales - New payment - Append row to Google Sheet - Subscription canceled - Tag contact "churned" in Mailchimp - New customer - Create HubSpot contact ### How to start accepting payments online with MoonClerk. Eyebrow: Getting started Build it, brand it, share the link — Stripe handles the rest. ### See pricing for online payment forms and recurring billing. Eyebrow: Pricing One sliding scale based on your monthly volume. No per-transaction fees from MoonClerk, no contracts, no setup fees. - Your monthly payment volume ### Launch your first payment form in minutes. No code. No developer. No Stripe-dashboard wrestling. Just a real, branded checkout that takes its first payment today. - Live setup · happening now - LIVE - Few seconds - Few seconds - ~3 min - Live → - Forms going live right now 12,847 in 2026 # Simple recurring payments, run with care. URL: https://www.moonclerk.com/about MoonClerk turns your Stripe account into branded payment forms — subscriptions, donations, rent, retainers — used by 32,000+ organizations in 130+ countries. ## Page sections ### Founded in 2012, because getting paid shouldn't require engineers. Eyebrow: The story - When Stripe launched, it was powerful — and developer-only. If you ran a gym, a nonprofit, or a design studio, "just use the API" wasn't an answer. MoonClerk was founded in 2012 in Greenville, South Carolina to close that gap: one of the first products to put recurring payments on Stripe without writing code . - The idea was almost stubbornly simple. Build a payment form, brand it, share the link — and let it run. Fourteen years later, that's still the whole product : no gateways to assemble, no invoices to chase, no percentage skimmed off your revenue. ### About Stats Band ### Four principles, not four hundred. Eyebrow: What guides the product A short list that decides what ships — and, more often, what doesn't. ### Fourteen years, three chapters. Eyebrow: A short history ### Get paid the simple way. Your first payment form takes about five minutes — no credit card to start. # Retainer billing for marketing & SEO agencies, without coding. URL: https://www.moonclerk.com/agencies Built for the way you actually bill: monthly SEO retainers that auto-renew, paid-media management fees that scale with spend, and content subscriptions on cards instead of net-30 invoices. Branded checkout per client. One dashboard for every engagement. ## Page sections ### Agencies Hero Trust Card - checkout: White-label - Level 1: PCI-DSS - Agencies billing retainers: 650+ - Avg monthly retainer book: $48K - Faster cash collection: 12 days ### Give clients a branded checkout for Stripe recurring payments. Eyebrow: 01 · White-label checkout SEO clients are skeptical buyers. A polished, branded payment page — on your own subdomain, with your logo and colors — signals the same operational maturity as your audits and reporting decks. MoonClerk stays invisible. - Custom subdomain per client (pay.youragency.com or billing.client.com) - Per-client logo, primary color, and confirmation copy - Your branding on receipts, dunning emails, and the client portal - No MoonClerk footer, no Stripe checkout redirect ### Use recurring billing software for SEO and media retainers. Eyebrow: 02 · Retainer operations Recurring billing on the 1st. Retry logic on failed charges. Pre-dunning before cards expire. Overage alerts when a client burns through their content quota or hour bucket. MoonClerk handles the billing conversations you'd rather not have with a SaaS client mid-campaign. - Monthly, quarterly, or annual retainers with auto-renew - Smart retry recovers ~38% of failed charges silently - Pre-dunning emails 7 days before card expiry - Overage alerts when a retainer is tracking hot ### Connect subscription billing software to your agency stack. Eyebrow: 03 · Plug into your agency stack Wire up HubSpot when a retainer starts. Sync paid invoices to Xero. Ping Slack when a card fails. Push the retainer into Notion so the SEO team knows it's live. MoonClerk fires every event in real time. - Webhooks for every payment, renewal, cancellation, and failure - Zapier connection to 9,000+ apps - REST API for custom pipelines and internal client dashboards - Live Google Sheets sync for agency ops dashboards ### Manage recurring invoicing software across multiple agency clients. Eyebrow: Agency-grade features Multi-seat for your account team, role-based so finance and AMs see only what they need, audit-logged for the agency's own SOC reviews. When you're billing $500K+/month in retainers, the edges have to be sharp. - Team seats & roles: Owner, finance, account manager, read-only. Each role sees only what they need. - Multi-client dashboard: Every client rolls up into one book. Filter by client, service line, or status. - Audit log & SSO: Full audit trail of every change, export, and login. Google Workspace SSO available. - Custom fields & metadata: Tag every payment with client ID, campaign code, or service line. - CSV + Sheets sync: One-click CSV for your bookkeeper or live-sync to Google Sheets. - Priority support: Slack Connect or email with a real person, same-day responses. ### Start using recurring invoice software with your agency brand. Explore MoonClerk free. Invite your account team. See pricing or how payment processing works, then launch branded billing for your first SEO client in an afternoon. ## FAQs ### How is this different from a native Stripe checkout or Stripe Billing? MoonClerk sits on top of Stripe. You keep the Stripe account, fees, and money movement; MoonClerk adds branded payment forms, no-code form building, retainer management, multi-client dashboards, and human support. ### Can SEO and paid-media retainers tier by ad spend or service level? Yes. Retainers can be flat, tiered by service level, or tied to a usage variable like ad spend or campaign scope. ### Can we charge our clients on our own agency domain? Yes. Every form can live on a custom subdomain such as pay.youragency.com or billing.clientname.com. We handle the TLS certificate; you set DNS once. ### Do you support multi-seat teams and role-based access for account managers? Yes, on the Growth plan and up. Roles include Owner, Finance, Account Manager, and Read-only, with audit logging and Google Workspace SSO included. ### Can we mark up MoonClerk and resell it to our clients? Not officially. MoonClerk is per-agency, and your clients do not need an account, but many agencies bundle the setup fee into onboarding scope. # Do nothing, automatically. The work still gets done. URL: https://www.moonclerk.com/automation Every payment fires off every task you'd normally do by hand — receipts, spreadsheets, Slack pings, mailing-list updates, welcome emails. MoonClerk's automation engine turns checkout events into a real workflow in minutes. ## Page sections ### Automation Hero Eyebrow: Administrative Automation Every payment fires off every task you'd normally do by hand — receipts, spreadsheets, Slack pings, mailing-list updates, welcome emails. MoonClerk's automation engine turns checkout events into a real workflow in minutes. - 4 steps ·: 120ms - Zero: manual work - ⚡ Zapier - ▢ Google Sheets - # Slack - ✉ Mailchimp - ⏣ Webhook - ○ Notion - ▲ Airtable - + 5,000 more - Connects to everything you already use - Events handled · today: 1,248 ### Every checkout triggers a dozen tiny jobs. You shouldn't do any of them . Eyebrow: ZAPIER-NATIVE · STOP TREATING YOUR INBOX LIKE A DATABASE MoonClerk fires events on every payment, refund, plan change, and failed charge — powered by Zapier, webhooks, and native integrations — so your CRM, accounting, email, fulfilment, and Slack all stay in sync without you lifting a finger. ### Receive a payment, and rest of the workflow runs itself. Eyebrow: FIVE WAYS THE PRODUCT AUTOMATES ITSELF Walks itself — or click any tab to dive in. - integrations: Zapier integrations: connect MoonClerk to 9,000+ apps without writing code - integrations: Direct integrations: native hooks for Mailchimp, ConvertKit, and other email tools - integrations: 3rd-party integrations: partners like Tapfiliate, ShipRobot, and PirateShip plug right in - email: Successful Payment - email: Recurring Plan Created - email: Recurring Plan Ended - email: Failed Payment on Recurring Plan - email: Successful Payment - email: Recurring Plan Created - portal: Full Name: Carla Carder - portal: Email Address: sjansen342@mail.com - portal: Card information: they update, you stop chasing ### Build a workflow in 30 seconds. Eyebrow: ◐ PICK A TRIGGER · PICK AN ACTION Click a trigger on the left. Pick an action on the right. Watch MoonClerk write the integration for you. - #: slack.postMessage: DO THIS: channel: "#new-customers", text: formatMessage(event) - ▢: sheets.appendRow: DO THIS: spreadsheet: "Customers 2026", row: [event.customer.name, event.customer.email, event.amount] - ✉: mailchimp.addSubscriber: DO THIS: audience: "Active members", tags: ["plan:" + event.plan] - ⏣: webhook.post: DO THIS: url: process.env.WEBHOOK_URL, body: event, retries: 3 - ○: notion.createPage: DO THIS: database: "Customers", properties: event - ✓: checkout.succeeded: WHEN THIS HAPPENS: customer.name, customer.email, amount, plan - !: payment.failed: WHEN THIS HAPPENS: customer.name, email, reason, attempt - ↻: subscription.renewed: WHEN THIS HAPPENS: customer, plan, next_billing - ×: subscription.cancelled: WHEN THIS HAPPENS: customer, reason - ↺: charge.refunded: WHEN THIS HAPPENS: customer, amount ### Every event, every action , logged in real time. Eyebrow: EVENT STREAM · LIVE See exactly what fired, when, and where it went — with full replay if a downstream tool ever has a bad day. - TRIGGER: Checkout succeeded: TRIGGER: Fires immediately after a payment clears. Includes customer, amount, plan, and all custom form fields.: customer= Alex Chen amount= $49.00 plan=coffee_club - 0.4s: Slack notification sent: 0.4s: Posted to #new-customers with a formatted card. Rich preview, not a wall of JSON.: channel= #new-customers status=delivered 200 - 0.9s: Row added to spreadsheet: 0.9s: One row per checkout, exactly the columns you chose. Pivot tables stay clean forever.: spreadsheet= Customers 2026 row=1249 appended - 1.2s: Added to audience: 1.2s: Tagged by plan, first-name merged in. Welcome sequence fires automatically from Mailchimp.: audience= Active members tags=[plan:coffee_club] added - 1.4s: Webhook delivered: 1.4s: 200 OK from your endpoint. 30-day replay available if anything downstream ever has a bad day.: url=hooks.example.com/checkout status= 200 OK 142ms ### Time back, per week. Eyebrow: BEFORE · AFTER Average MoonClerk merchant, 100 transactions/month. Before and after turning automation on. - ○ MANUAL: Do it all by hand. Hope nothing slips .: 11: Per week spent on post-payment admin: receipts, spreadsheets, onboarding, reminders.: Copy customer info into a spreadsheet|Forward receipt to accounting|Ping the team in Slack manually|Add to Mailchimp, tag by plan|Start the welcome email from a template|Miss two. Discover them Tuesday. - ● AUTOMATED: Workflows run themselves. You work on the product.: 11: Per week glancing at dashboards. Everything happens without you touching it.: Every receipt sent, automatically branded|Every sheet, CRM, list kept in perfect sync|Slack gets the ping, 400ms after the card clears|Welcome email fires with the customer's first name|Failures retry and alert you only if they truly break|60x faster. Zero things slip. ### Build once. Run forever . Eyebrow: YOUR FIRST AUTOMATED WORKFLOW · 5 MINUTES FROM NOW Templates for the ten most common workflows ship on day one. Plug your tools in, turn it on, walk away. - Zapier-native - app integrations: 9,000+ - Built on Stripe # Your revenue, your customers, your reports — all in one place . URL: https://www.moonclerk.com/back-office Stop stitching together Stripe, Airtable, and a shared inbox. MoonClerk's back-office gives you every subscription, every customer, and every dollar — searchable, filterable, exportable. ## Page sections ### Back Office Hero Eyebrow: Back-Office Management Stop stitching together Stripe, Airtable, and a shared inbox. MoonClerk's back-office gives you every subscription, every customer, and every dollar — searchable, filterable, exportable. - ↑ 12.4%: MRR: $127,480: /mo - ↑ 48: Active subs: 1,248 - app.moonclerk.com/dashboard - MRR: +12.4% - Export: CSV / JSON - MRR tracked · avg merchant: $127k - Active subscribers · avg: 1,248 - To find any customer: 6 sec - Customer - Plan - Amount - Status ### One dashboard. Every dollar . Everyone on the team can use it. Eyebrow: RUN THE BUSINESS, NOT THE PAPERWORK Subscriptions, customers, revenue, reporting, exports, permissions — the entire back office of a modern payments business in a single, fast interface. ### Three panels. Everything a finance team needs. Eyebrow: ◐ THE DASHBOARD · LIVE TOUR - ▤: 1,248 active subscriptions — searchable in 6 seconds.: Subscriptions: Filter by status, plan, amount, or customer. Bulk-edit. Export a slice. Never open a spreadsheet again. - ◎: Every customer is a real page , not a row.: Customer profile: Lifetime value, subscription history, payment events, support notes — all in one scrollable profile.: ACTIVITY · LAST 30 DAYS - ◩: Reports that actually answer things .: Reporting: MRR, churn, LTV, cohorts, new-vs-expansion. Every number clickable, drilling down to the transactions behind it. - subs: Alex Chen: $20.00: alex@oxley.co||Coffee Club - subs: Priya Raman: $49.00: priya@studio.tv||Studio Pro - subs: Marcus King: $1,200: m@kingfitness.io||12wk Program - subs: Lena Novak: $25.00: lena@greenhouse.org||Donor Monthly - cust: Payment succeeded · $20.00: Coffee Club · card •••• 4242 - cust: Receipt sent: alex@oxley.co · delivered 2.1s later - cust: Payment succeeded · $20.00: Coffee Club · recurring charge #24 - cust: Card updated: Customer updated payment method via self-serve link - cust: Payment failed · $20.00: Reason: insufficient_funds · retry scheduled ### Export anything . Send it anywhere. Eyebrow: ACCOUNTANT-FRIENDLY BY DEFAULT Filter, click Export, and CSV/JSON lands in your downloads. Or pipe exports to Google Drive, Dropbox, or an accountant's email, scheduled nightly. - Alex Chen: ch_8lm2: $20.00: 2026-04-24 - Priya Raman: ch_8lm3: $49.00: 2026-04-24 - Marcus King: ch_8lm4: $1200.00: 2026-04-24 - Lena Novak: ch_8lm5: $25.00: 2026-04-24 - Dante Castro: ch_8lm6: $480.00: 2026-04-23 - Rosa Niles: ch_8lm7: $35.00: 2026-04-23 - Silas Oud: ch_8lm8: $99.00: 2026-04-23 - Subscriptions export: Filter then export · 1,248 rows · ready in 2s - Reconciliation JSON: Stripe refs, MoonClerk IDs, tax fields · for accounting - Monthly revenue report: Delivered to your inbox on the 1st · auto-branded ### Everyone gets exactly what they need . Eyebrow: TEAM · ROLES · PERMISSIONS Give your accountant read-only. Give support a refund-only role. Give your CFO the whole thing. Four roles ship by default; customize them per-user. - Owner: You. The whole business.: Everything, everywhere|Add & remove teammates|Billing and plan changes|Delete data permanently - Admin: Ops leads. Can do most things.: Manage subscriptions & refunds|Export data|Edit forms and products - Support: Frontline. Helps real customers.: View any customer profile|Refund single charges|Update payment method on behalf - Accountant: Read-only, export-capable.: View all transactions|Download CSV / JSON|Schedule monthly reports ### One dashboard to run it all . Eyebrow: YOUR BACK-OFFICE · 5 MINUTES FROM NOW Every feature unlocked from day one. Import existing Stripe subscribers in a few clicks. - teammates included: Unlimited - Type II: SOC 2 # Bill any way you can dream up. In just a few seconds. URL: https://www.moonclerk.com/billing-options Subscriptions. One-time. Pay-what-you-want. Tiered pricing. Installments. Trials. Promo codes. Tax. Configure it visually — no Stripe console, no code, no developers. ## Page sections ### Billing Options Hero Eyebrow: Flexible Billing Options Subscriptions. One-time. Pay-what-you-want. Tiered pricing. Installments. Trials. Promo codes. Tax. Configure it visually — no Stripe console, no code, no developers. - Accept promo codes - Auto-collect tax (Stripe Tax) - Require billing address - CONFIGURE A PLAN: LIVE PLAN PREVIEW: Plan setup - Frequency - Amount - Customer can choose amount? - Fixed - Pay-what-you-want - Free trial - Add-ons - Weekly ### Whatever your business charges for , MoonClerk can bill it. Eyebrow: SIX BILLING PATTERNS · ONE NO-CODE TOOL From $5/month coffee subs to $25,000 split into 12 installments, from sliding-scale donations to multi-tier SaaS — point, click, publish. ### Six ways to bill. Pick one. Or stack them. Eyebrow: ◆ THE PATTERN LIBRARY Every pattern is one form. Switch between them with a toggle, combine them into something custom — your billing model is yours to shape. - Monthly + Annual toggle: Offer both cadences with a built-in "save 20%" badge that switches the price live. Standard SaaS pricing UX, configured in 30 seconds.: SaaS|Memberships|Software - Pay-what-you-want sliding scale: Suggested amounts plus a custom field. Set a floor, set a default, let donors give what feels right.: Nonprofits|Creators|Patreon-like - Tiered plans on one form: Three tiers, side-by-side. Customer picks. You collect. No second payment processor for the next price point.: SaaS|Online courses|Coaching - Installments for big-ticket sales: $2,400 program? Bill it as 12 x $200, automatically. Fixed end date or open-ended - your call.: Coaching|Programs|Tuition - Promo codes & coupons: Percent off, dollar off, first-month-free. Set expiration, max uses, single-use codes for VIPs. The math just works.: Launch promos|Loyalty|Referrals - Free trials with auto-convert: 7, 14, 30 days - your choice. Card collected at signup, billed automatically when the trial ends. Reminder email included.: SaaS|Try-before-buy|Onboarding ### Annual SaaS plan. 14-day trial. Promo applied. Tax auto. Eyebrow: EXAMPLE · ALL TOGETHER Here's what one MoonClerk plan can do. The form on the right is fully composed from the patterns above — and your customer sees a clear, honest breakdown. - 14d: Free 14-day trial: Card stored, but $0 today. Auto-charges on day 15 unless canceled. - %: Promo: SPRING30 — 30% off: Applied to first year only. After renewal, returns to full price. - $: Stripe Tax automatic: VAT / sales tax calculated based on customer address. No spreadsheet. - ↻: Renews annually: Customer can manage / cancel from a self-serve link in every receipt. - Studio Pro · annual: $588.00 - SPRING30 (30% off, year 1): −$176.40 - Subtotal: $411.60 - Sales tax (CA · 8.25%): $33.96 - Due today: $0.00 - After 14-day trial: $445.56 / year - CUSTOMER VIEW · CHECKOUT - Studio Pro · Annual ### Every plan. Every change. Everywhere it needs to be. Eyebrow: DOWNSTREAM · WHERE THE DATA GOES MoonClerk hooks straight into Stripe, accounting tools, your CRM, and Zapier. Configure once; the data shows up where you work. - Stripe: Native. Every plan, charge, and subscription syncs both directions. - QuickBooks: Income, refunds, and tax mapped to your chart of accounts. - Xero: Customers, invoices, and reconciliation - automatic. - Mailchimp: New subscribers added to lists. Tags by plan and amount. - HubSpot: Customer records with subscription status and LTV. - Zapier: 9,000+ apps. Trigger anything on payment or signup. - Webhooks: JSON to your endpoint. Signed, retried, observable. - Slack: Notify channels on every new sub or canceled plan. ### Build it the way your business works. Eyebrow: YOUR NEW BILLING MODEL · A FEW SECONDS FROM NOW Full configurator unlocked. Publish your first form, share the link, start collecting. - built in: Stripe Tax - Type II: SOC 2 # Blog - Customer Stories & Product Updates | MoonClerk URL: https://www.moonclerk.com/blog Customer stories, product updates, and business guides from MoonClerk: the team behind recurring payments for thousands of businesses since 2012. ## Page sections ### 7 Best Recurring Payment Apps for Collecting Customer Payments Key Takeaways MoonClerk is the best fit for straightforward, no-code recurring payments, with flexible forms, customer self-service, and payment recovery tools. Stripe Billing offe... - Business 7 Best Recurring Payment Apps for Collecting Customer Payments Key Takeaways MoonClerk is the best fit for straightforward, no-code recurring payments, with flexible... ### How to Accept Recurring Payments Without Building a Complex Billing System Eyebrow: Latest - Business How to Accept Recurring Payments Without Building a Complex Billing System TM The MoonClerk Team · Oct 12, 2026 - Business Recurring Payments for Small Businesses: A Complete Guide TM The MoonClerk Team · Oct 12, 2026 - Customers How EYC VA Agency Simplified Billing and Scaled Efficiently with MoonClerk DC Dodd Caldwell · Oct 29, 2025 - Product New Feature: Pre-fill Data Into Custom Fields At Checkout DC Dodd Caldwell · Aug 21, 2025 - Customers Why John Rabil Chose MoonClerk To Streamline Billing For His Law Firm, ELA DC Dodd Caldwell · Aug 14, 2025 - Customers How Persius Uses MoonClerk To Improve Project Start Times By 40% DC Dodd Caldwell · Jul 10, 2025 - Customers How MoonClerk Helped Improve i24 Group’s Client Retention By 35% And Reducing Training Time By 70% DC Dodd Caldwell · Jun 3, 2025 - Customers How The Corporate Rebel Uses MoonClerk’s “Easy-Peasy” Recurring Payment System DC Dodd Caldwell · Apr 29, 2025 ### Ready to get started ? Set up your first recurring payment in about five minutes. Explore for free — no credit card required. # The checkout page that closes itself while you sleep. URL: https://www.moonclerk.com/checkouts Branded in minutes. Optimized for mobile. Wired to Stripe. Your customers see a form so clean they forget they're paying — and that's when conversion goes up. ## Page sections ### Checkouts Hero Eyebrow: Checkouts · Built to convert Branded in minutes. Optimized for mobile. Wired to Stripe. Your customers see a form so clean they forget they're paying — and that's when conversion goes up. - pay.moonclerk.com/oxley-coffee-club: Secure checkout: Oxley Coffee Roasters - Full name: Your name - Email: you@yours.com - Card details: 1234 1234 1234 1234 - Expiry: MM / YY - CVC: CVC - PCI: Level 1 - to start: $0 - Mobile: +41% - Start subscription — $20/mo - Coffee Club — Monthly: $20: Single-origin, freshly roasted, shipped the first Monday of every month. - Receipt on the way · Subscription active ### Checkouts Brand Bar - 32,000+ organizations · 135+ countries · $2.7B+ processed - Oxley Coffee - First & Studio - Lean Trainers - Valley Relief - Tynni - Every Smile - Silianas ### Your checkout isn't a page. It's the last mile of every marketing dollar you spend. Eyebrow: WHY CHECKOUT IS THE ONLY PAGE THAT MATTERS Ads, landing pages, email flows — all of it ends here. A checkout that confuses, stalls, or looks off-brand is the most expensive bug in your funnel. MoonClerk fixes it in one afternoon. ### Before MoonClerk · After MoonClerk Eyebrow: ◐ Drag the handle Same traffic. Same offer. A checkout your customers can actually finish. - Branded. Fast. Mobile-native. Subscription active. - 6.4%: Checkout rate - 19s: Time to pay - 24%: Mobile abandon - Generic Stripe link. Redirects. No logo. Cart abandoned. - 2.8%: Checkout rate - 48s: Time to pay - 71%: Mobile abandon ### Drop logo. Pick color. Done. Eyebrow: 01 · Make it unmistakably yours No theme files, no CSS, no staging branch. Change it in the dashboard, your live checkout updates in the next tab. - Your Brand: Secure checkout - Subscribe — $49/mo - Pro Membership: $49: Everything your customers expect, nothing they don't. - pay.moonclerk.com/your-brand - Teal: #14b8a6 - Rose: #e11d48 - Navy: #1e40af - Orange: #f97316 - Purple: #a855f7 - Green: #059669 - Ink: #0b1f2a ### Card swipe → bank account, in about 8 seconds. Eyebrow: WATCH THE MONEY MOVE Three stops, zero touchpoints for you. MoonClerk handles the form. Stripe handles the rails. Your bank handles the rest. - STEP ONE — CUSTOMER: Your customer taps Pay .: 19s: They land on a page that looks like yours — logo, color, copy. Card details, Apple Pay, Google Pay, or ACH. Autofill fires. Stripe tokenizes the card on-device. No redirect, no new tab. - STEP TWO — STRIPE: Stripe authorizes and captures.: 99.99%: Card is validated against the issuing bank. MoonClerk fires payment.succeeded to your webhooks, Zapier, and Google Sheets in real time. You keep 100% of the funds — MoonClerk never touches them. - STEP THREE — YOU: Funds land in your account.: 2 days: Standard payouts in 2 business days. Instant payouts in 30 minutes. Every payment, refund, and subscription event is logged in your dashboard and mirrored to whatever stack you already use. ### Multiple looks. Unlimited Possibilities. Eyebrow: 02 · REAL CHECKOUTS, REAL CUSTOMERS Every MoonClerk checkout feels like the brand that built it. A different look for every customer — all live on the internet right now. - The Coffee Club: Oxley Coffee Roasters: $20 /mo · single origin, shipped monthly: Coffee · Subscription - 10-class pass: First & Studio: $180: Yoga · Class pass - Monthly donor: Valley Relief: $25 /mo: Nonprofit · Recurring - 12-week program: Lean Trainers: $1,200: Coaching · 1:1 - Studio plan: Silianas: $49 /mo: SaaS · Usage plan - The Negotiation Course: Tynni: $499 · lifetime access: Course · One-time - Family membership: Every Smile: $35 /mo: Dental · Plan ### Everything a converting checkout needs. Nothing it doesn't. Eyebrow: 03 · CONVERSION MULTIPLIERS Six upgrades that turn a Stripe payment link into a real checkout page. - Every payment method your customer already uses.: Cards, wallets, ACH, Stripe Link, and BNPL. We surface the highest-converting option for the device automatically. - Mobile that outperforms desktop .: Single-column, 44px tap targets, real-keyboard inputs, and wallet detection. Average customers see +41% mobile conversion. - Apple Pay & Google Pay, one tap .: Wallet checkout appears automatically on supported devices. No extra setup, no second form. - Smart retries on declined cards .: Failed charges retry on the days balances refill most often, recovering revenue without support tickets. - Bank-grade security, zero effort .: PCI Level 1 through Stripe. 3D Secure when required. MoonClerk never touches raw card numbers. - See every checkout event as it happens.: Live dashboard. Real-time webhooks. Stream to Zapier, Sheets, Slack, or your own endpoint with zero polling. ### Checkouts Testimonial - Claire Mendez: CM: Director of Operations · Oxley Coffee Roasters - +38: %: Mobile conversion in week one - 4.2: ×: Faster to launch vs. previous stack - $84k: Recovered revenue (first year) - 0: Lines of code written - "We ditched three separate tools for MoonClerk. Mobile conversion jumped 38% the first week — and our branded checkout finally matches the rest of the site." ### Build a checkout that actually closes. Eyebrow: YOUR FIRST CHECKOUT · 5 MINUTES FROM NOW Free to start. No credit card. First live checkout in under five minutes — or your coffee's on us. - Stripe fees only: 2.9% + 30¢ - organizations trust MoonClerk: 32,000+ # Recurring payments for coaches, without coding. URL: https://www.moonclerk.com/coaches Sell coaching packages, retainers, or pay-per-session with a single link — clients pay on the spot, and the recurring ones keep paying. No developer, no accountant, no awkward follow-up emails.emails. ## Page sections ### Coaches Hero Trust Card - setup: No-code - Apple Pay: Cards, ACH & - Coaches & freelancers: 2,100+ - Avg time to first paid: 11 min - Invoices paid on-time: 94% ### Sell coaching packages with recurring billing software. Eyebrow: 01 · Package pricing Single sessions, multi-session packages, monthly retainers — each gets its own link or lives on one "Work with me" page. Clients self-serve; you stay in flow. - Single, package, or recurring — all in one form - Custom fields: intake questionnaire, session preferences, time zone - Client portal to change plan, update card, or pause - Discount codes for referrals and launch pricing ### Turn inquiries into paid coaching clients with recurring invoicing software. Eyebrow: 02 · Inquiry to paid No proposals in Google Docs, no follow-up invoices, no accountant chains. You send a link; they pay; you both get an email and you start the work. - Pre-filled packages — no custom proposals - Intake questions captured during checkout - Instant kickoff email with your calendar link - Zapier triggers for your CRM, Notion, or Calendly ### Manage recurring payments, invoices, and client billing in one place. Eyebrow: 03 · The back office, handled Who paid this month, who's overdue, who renewed, who cancelled. Filter by client, export for your accountant, sync live to Google Sheets — your monthly close goes from a Sunday to twenty minutes. - One dashboard for packages, retainers, and sessions - Automatic retry on failed charges - CSV export or live Sheets sync for bookkeepers - Tax-ready annual summary for you and each client ### Launch recurring Stripe payments for coaching in under 5 minutes. No contract. Take on your next client before the end of the day — see coaching software or small-business billing . ## FAQs ### I also run an agency — does MoonClerk handle agency retainers too? It does. The same recurring billing runs client retainers, so coaches who have grown into an agency do not switch tools. See agency software or the Agencies page for how retainer billing works. ### Can I sell one-time sessions and recurring packages from the same page? Yes. Your Work with me page can show discovery calls, single sessions, fixed-length packages, and open-ended retainers. One page, one dashboard, clean attribution. ### What happens when a client's card expires? MoonClerk emails them 7 days before the card expires with a link to update. If the charge fails anyway, it retries on days 2, 4, and 7. ### Can I issue refunds or pro-rate a cancellation? Full or partial refunds are available from your dashboard in one click. Stripe handles the underlying transaction and the client gets an email. ### Do you handle taxes or do I still need an accountant? MoonClerk does not file taxes for you, but it makes tax time simpler with CSV export, annual summaries per client, and live Google Sheets sync. ### Does it integrate with Calendly / Acuity / Notion? Yes, via Zapier. When a client pays, you can trigger a Notion row, Calendly scheduling link, Slack ping, or native webhook. # Answer 4 questions. We'll tell you who fits. URL: https://www.moonclerk.com/compare Then drop into head-to-head mode for the two tools you're seriously considering. Cost curves, category-by-category scorecard, switcher quotes. ## Page sections ### Answer 4 questions. We'll tell you who fits. Eyebrow: Pick the right tool, not ours Then drop into head-to-head mode for the two tools you're seriously considering. Cost curves, category-by-category scorecard, switcher quotes. ### Pick any two. Watch them fight. Eyebrow: Shootout mode Category-by-category faceoff, a live cost curve from $0 to $200k/mo, and — when relevant — a quote from someone who actually switched. ### Still deciding? Try us first. If MoonClerk isn't the right fit, you'll know in an afternoon — and you won't owe us anything. # Customers Articles | MoonClerk URL: https://www.moonclerk.com/customers MoonClerk customers articles, guides, and customer resources. ## Page sections ### How EYC VA Agency Simplified Billing and Scaled Efficiently with MoonClerk Eyebrow: Latest 24 posts on this page - Customers How EYC VA Agency Simplified Billing and Scaled Efficiently with MoonClerk DC Dodd Caldwell · Oct 29, 2025 - Customers Why John Rabil Chose MoonClerk To Streamline Billing For His Law Firm, ELA DC Dodd Caldwell · Aug 14, 2025 - Customers How Persius Uses MoonClerk To Improve Project Start Times By 40% DC Dodd Caldwell · Jul 10, 2025 - Customers How MoonClerk Helped Improve i24 Group’s Client Retention By 35% And Reducing Training Time By 70% DC Dodd Caldwell · Jun 3, 2025 - Customers How The Corporate Rebel Uses MoonClerk’s “Easy-Peasy” Recurring Payment System DC Dodd Caldwell · Apr 29, 2025 - Customers How MoonClerk Has Helped Lori Harris Reduce Delinquent Payments For Her Coaching Business DC Dodd Caldwell · Mar 31, 2025 - Customers How MoonClerk Relentless Runners Reach Over $1 Million In Revenue DC Dodd Caldwell · Jan 28, 2025 - Customers How Unique Coworking Space, The Process, Utlitizes MoonClerk’s Tiered Recurring Plan Options DC Dodd Caldwell · Oct 17, 2024 # MoonClerk for Developers | REST API & Webhooks URL: https://www.moonclerk.com/developers Build on MoonClerk with the read-only REST API, webhooks, checkout pre-fill, custom form CSS, and open-source Gatsby starters. Full developer documentation and API key setup. ## Page sections ### Preamble Developers MoonClerk handles the checkout, the recurring billing, and the failed-payment recovery. When you need that data in your own systems — or need a form to behave like part of your product — there is a REST API, webhooks, and a set of checkout hooks to reach for. ``` curl https://api.moonclerk.com/forms \ -H "Authorization: Token token=YOUR_API_KEY" \ -H "Accept: application/vnd.moonclerk+json;version=1" ``` Generate an API key at [app.moonclerk.com/settings/api-key](https://app.moonclerk.com/settings/api-key). Endpoints are /forms , /customers and /payments , each supporting a list and a single-record read. ### What you can build Every capability below is available on every MoonClerk plan — there is no developer tier and no per-call pricing. ### Read the REST API A read-only, REST-style API over your forms, customers, and payments. Authenticate with an API key passed as an authorization token, and request a version through the Accept header. ### Receive webhooks Subscribe to MoonClerk events and have them delivered to your own endpoint, so your systems react the moment a payment succeeds, fails, or a subscription changes. ### Pre-fill checkouts Pass an amount, name, email, or your own custom field values into a payment form from a URL, so payers arrive at a checkout that is already filled in. ### Track payers through checkout Hook into the checkout lifecycle to attribute conversions in your own analytics, rather than inferring them after the fact. ### Restyle payment forms Apply custom CSS to any form so an embedded MoonClerk checkout matches the site around it, down to the pixel. ### Start from a template Two open-source Gatsby starters — one for payments, one for donations — build a landing page that already accepts money. ### Documentation and reference The complete API and webhook reference lives in the developer documentation repository. The guides below cover the setup steps around it. - [OpenAPI 3.1 description Machine-readable spec for all six endpoints.](https://www.moonclerk.com/openapi.json) - [Developer documentation The full API and webhook reference.](https://github.com/moonclerk/developer) - [Generate an API key Account → Settings → API Key.](https://help.moonclerk.com/en/articles/1239754-how-do-i-generate-an-api-key) - [Using webhooks Event types, payloads, and delivery.](https://help.moonclerk.com/en/articles/6613469-how-do-i-use-moonclerk-s-webhooks) - [Gatsby payments starter A deployable landing page that takes payments.](https://github.com/moonclerk/gatsby-starter-payments) - [Gatsby donations starter The same, tuned for recurring giving.](https://github.com/moonclerk/gatsby-starter-donations) - [Developer help articles Every developer-facing guide in one place.](https://help.moonclerk.com/en/collections/12828-for-developers) ### Before you start Three things worth knowing up front, so you do not design around a capability that is not there. - The API is read-only. Every operation is a GET over forms, customers, and payments. Creating and editing forms, plans, and pricing happens in the MoonClerk interface. - MoonClerk runs on Stripe. A Stripe account is required. Payouts, per-transaction fees, and the list of supported countries are Stripe's. - There are no official client libraries. Call the API directly over HTTP. Any MoonClerk package you find on a language registry is third-party and unmaintained. # 51 capabilities, one flat price. URL: https://www.moonclerk.com/features Every MoonClerk plan includes every feature. No add-ons, no per-seat fees, no "contact sales" to unlock basics. Here's the full capability list, organized the way a product team would. ## Page sections ### Features Hero Every MoonClerk plan includes every feature. No add-ons, no per-seat fees, no "contact sales" to unlock basics. Here's the full capability list, organized the way a product team would. ### Forms that sell. Eyebrow: 01 · Checkout Your checkout is the moment a visitor becomes a customer. MoonClerk forms load instantly, look right on every phone, and match your brand — drop them in with zero code, or fine-tune every pixel if you want to. ### Recurring, every which way. Eyebrow: 02 · Subscriptions Any cadence, any price, any trial. Handles proration, plan switches, pauses, and self-serve cancellation so your support inbox doesn't fill up. ### Features Proof Quote ### Any payment method you need. Eyebrow: 03 · Payments We're Stripe-powered. Every payment method Stripe supports — cards, ACH, wallets, BNPL — is available on every MoonClerk plan at the same Stripe rates. ### A CRM you don't have to pay for. Eyebrow: 04 · Customers Every transaction creates a customer record. Search, filter, tag, or export. No extra tool, no sync required. ### Numbers you can trust and export. Eyebrow: 05 · Reporting MRR, ARR, churn, cohort, LTV — computed the way investors expect. Export every chart to CSV. ### Recover what you're owed. Eyebrow: 06 · Recovery Smart retries, branded emails, and Stripe's network updater — all on by default. Typical MoonClerk customers recover 38% of failed charges. ### APIs, webhooks, real docs. Eyebrow: 07 · Developer Stripe API access plus MoonClerk-specific events. Zapier for non-dev workflows. Type-safe SDKs for the rest. ### Enterprise-grade, on a flat plan. Eyebrow: 08 · Security PCI-DSS Level 1 (inherited from Stripe). GDPR-compliant. SSO and audit logs on every plan. ### All this is on the $18 plan. We don't feature-gate. Every feature on this page is available on every MoonClerk plan, starting at $18/month. The only thing that changes as you grow is your monthly volume tier. # From zero to first payment in under 5 minutes. URL: https://www.moonclerk.com/how-it-works Four steps, no developer, no sales call. Here's exactly what happens between clicking "Explore for free" and watching your first payment land in Stripe. ## Page sections ### Create an account and connect Stripe. Sign in with Google or email. MoonClerk redirects you to Stripe to create or connect an account. Payments flow directly to your Stripe balance — MoonClerk never touches the money. - Accent color - Account connected - Both - Branding - Card - Collect - Consent checkbox - Create account - Default amount - Editing - Email address - you@example.com ### MoonClerk is the interface. Stripe is the engine. Eyebrow: Under the hood You keep your Stripe account. Money moves directly from your customer's card to your Stripe balance — MoonClerk never holds funds, never charges per-transaction fees on top, never gets between you and your payouts. - PCI-DSS Level 1 compliance handled by Stripe - Money flows to your Stripe balance on your payout schedule - Stripe's 2.9% + 30¢ fee — no MoonClerk markup - Leave anytime and take your customer data with you - MoonClerk fee billed separately on a monthly plan — never deducted from payments. - Customer pays through MoonClerk form: $30.00 · monthly subscription - Stripe processes and holds: 2.9% + 30¢ · PCI-DSS Level 1 - Your bank, on your schedule: Daily, weekly, or monthly payouts ### The four steps, start to finish, under five minutes. No developer needed — just you and a form that works. ## FAQs ### Do I need a Stripe account before I start? No. You can create a Stripe account after you create a MoonClerk account and when you are ready to activate — it takes about 3 minutes and requires your business info and a bank account for payouts. If you already have a Stripe account, you connect it in one click. ### Can I really get to first payment in 5 minutes? The median across our last 500 signups was under 5 minutes from account creation to first live form. Getting a customer to actually pay depends on when you share the link — but the form itself is genuinely under 10 minutes. ### What do I need before I start? MoonClerk only requires a company name and email address. All US Stripe accounts must meet these requirements: unregistered businesses must have a business owner or representative physically located in the US; registered businesses must be registered in the US, even if you operate in another country; and all businesses must provide the address of the physical location where the majority of your business activity is carried out (PO Boxes are not accepted). Stripe will verify your legal entity name, legal entity type (such as Sole Proprietor or LLC), EIN, SSN (or ITIN), and business address. Stripe may ask for official documentation to help verify these details. ### What happens if I hit a wall? Email help@moonclerk.com and a real person will help, typically same-day. We don't use chatbots. ### Can I migrate from another platform? There is no self-serve importer today. If you process more than $10K/month, email us and we can review whether we can help with the migration based on complexity. # Built for the way you get paid. URL: https://www.moonclerk.com/industries MoonClerk isn't an all-purpose billing tool that happens to work for your vertical. We've spent 14 years learning how nonprofits, coaches, SaaS founders, and membership orgs actually collect money — and the product reflects it. ## Page sections ### Industries Ticker - $20.00: Oxley Coffee: Subscription - $1,200.00: Lean Trainers: One-time - $25.00: Valley Relief: Donation · monthly - $180.00: First & Studio: Class pass - $49.00: Silianas Studio: SaaS - $35.00: Every Smile Dental: Plan - $499.00: Tynni Course: Course · one-time - $12.00: Mailme Co.: Subscription ### Industries Filters ### Industries Hero MoonClerk isn't an all-purpose billing tool that happens to work for your vertical. We've spent 14 years learning how nonprofits, coaches, SaaS founders, and membership orgs actually collect money — and the product reflects it. ### Nonprofits Nonprofits Donation forms & recurring giving Branded donation pages, recurring giving, pay-what-you-want, and receipts that satisfy IRS 501(c)(3) requirements. No engineering required. ### How they actually use it. Six minutes of MoonClerk in six different verticals. Watch one, watch them all — the surface changes, the engine doesn't. - Recurring giving · Meridian Arts Foundation: A donation page that renews itself every month.: np: Sustainers pick an amount, MoonClerk charges their card on the 1st, and Meridian's dev director sees a notification in Slack instead of an invoice to chase. When a card expires, the donor gets a pre-dunning email seven days early — in the foundation's brand. - Payment plans · Stenberg Leadership Coaching: A 12-week cohort billed in six installments , dunning included.: co: Clients put $500 down, MoonClerk charges the remaining five payments on a fixed schedule, retries on failure, and emails Kai when something needs attention. The cohort starts on time and nobody on Kai's team has logged into Stripe this week. - Subscription billing · Briefly (B2B SaaS): Trial-to-paid, dunning, and MRR — without a billing engineer.: saas: Briefly migrated from Chargebee to MoonClerk on a Saturday afternoon. Same Stripe account, same customers. Three weeks later, recovery rate had doubled because dunning emails were finally in their brand voice, not a generic template. - Auto-renewal · Harbor Yoga Co: Annual memberships that renew themselves on the right day.: mem: Harbor Yoga sells annual memberships at $480. MoonClerk charges the card on the anniversary, emails the receipt, and emails the studio owner if a card has lapsed. The studio added 1,200 members without adding a billing person. - Tuition installments · Oakridge Academy: Tuition in ten installments , with sibling discounts built in.: edu: Parents enroll once and MoonClerk charges the card on the 1st of every month, August through May. Sibling discounts auto-apply. When a card fails, the bursar sees it before the family does — and emails them privately, not through a system message. - Tier subscriptions · Harvest Table podcast: A Patreon, but you keep the relationship — and the email list.: cr: Supporters pick a tier, MoonClerk charges them every month, and the email address goes straight into the creator's ConvertKit. Zero platform fees. If the supporter wants to upgrade, they update one field — not migrate to a different account. - np: 312: Active sustainers - np: $24K: Monthly recurring giving - np: 96%: Auto-renewal rate - co: 4 / year: Cohorts auto-billed - co: $4,200: Avg package size - co: 0: Hours/week on billing ### Heard from the field. Three customers, three industries, one common thread: they wanted to stop thinking about payments. ### Industries Logo Strip Eyebrow: 32,000+ organizations, from teams of 1 to teams of 1,000 ### Don't see your industry? If you take payments online, we can probably help. Start the — no sales call, no commitment. # Recurring donations for nonprofits, without coding. URL: https://www.moonclerk.com/nonprofits Launch a branded giving page in minutes. Recurring-first by design, with gift-upgrade prompts and donor self-serve portals — no developer required. ## Page sections ### Nonprofits Hero Trust Card - donation pages: Recurring-first - tax summaries: Year-end - higher recurring revenue with default monthly giving.: 3.1× - Nonprofits: 1,200+ - Donations processed: $412M+ - Recurring retention at 12mo: 68% ### Turn Stripe recurring payments into monthly giving. Eyebrow: 01 · Recurring giving Recurring giving is the single highest-leverage change most nonprofits can make. MoonClerk is designed monthly-first — the "Monthly" option is prominent by default, and sustainers get their own receipts, portal, and upgrade nudges. - Monthly-first giving form, with one-time and yearly as alternates - Donor portal: pause, change amount, or update card anytime - Automatic gift-upgrade prompts at 6 and 12 months - Pre-dunning on expiring cards keeps sustainers sustaining ### A donation platform that matches your nonprofit brand. Eyebrow: 02 · Branded donation forms Match your org's voice perfectly — logo, color, type, and copy. No design tools, no developer, no theme files. Edit your form in MoonClerk and donors land on a page that feels like the rest of your site. - Upload your logo and pick brand colors — it updates everywhere - Headline, button copy, thank-you message — in your voice - Choose suggested gift amounts and frequency presets - Add tribute, in-memoriam, and matching-gift fields ### Donation software for nonprofits that works across your site. Eyebrow: 03 · Put it anywhere Embed the form on your WordPress or Squarespace site, share a hosted link on socials, or drop a "Give" button into your newsletter. Every channel routes to the same form — one dashboard, clean attribution. - One-line embed for WordPress, Squarespace, Webflow, or any HTML site - Shareable hosted link with optional custom subdomain - QR code for print appeals and in-person events - Campaign-level attribution on every donation ### Nonprofits Impact Strip - $412M+: in donations processed by nonprofits on MoonClerk - 10,000+: donation forms actively raising today - 68%: of monthly donors retained at 12 months ### Launch Stripe recurring payments in under 5 minutes. Launch a branded giving page in minutes — no developer, no setup fee. More about MoonClerk and what a giving page costs on pricing . ## FAQs ### Does MoonClerk work as a church online giving platform? Yes. Churches use MoonClerk for weekly and monthly giving, building funds, and one-time gifts — a branded giving page per fund, recurring gifts on Stripe, and donor self-serve for amount and card updates. See pricing for what a giving page costs. ### Do you offer nonprofit pricing? MoonClerk plans are the same flat monthly price for every org, and payments run on Stripe's standard nonprofit rate (2.2% + 30¢) for verified 501(c)(3)s. No paperwork with us - Stripe verifies your status directly. ### Can we match our nonprofit's branding on the donation form? Yes. Every donation form can be branded to match your nonprofit's voice perfectly - logo, colors, typography, and copy. No design tools, no developer, no theme files. Edit it in MoonClerk and your form looks like the rest of your site. ### Can donors change or pause their gift? Recurring donors can manage common payment details through payer-facing tools, including card updates and payment history. Your team can still control the policies and support flow around recurring gifts. ### What about matching gifts? MoonClerk integrates with Double the Donation via our Zapier connection, so the matching-gift lookup shows up right on your donation page. You can also use your own matching-gift widget alongside MoonClerk. ### Do you process peer-to-peer fundraising? MoonClerk is focused on your primary giving page. For event-based peer-to-peer campaigns, most of our nonprofits pair MoonClerk with a dedicated P2P tool (Classy, Funraise, GiveButter) - your recurring donors stay with us and your event donors go through the other platform. # Simple pricing, priced like plumbing. URL: https://www.moonclerk.com/pricing Drag the slider to your monthly payment volume. That's your plan. No feature gates, no per-seat charges. ## Page sections ### Pricing Hero Drag the slider to your monthly payment volume. That's your plan. No feature gates, no per-seat charges. - Month-to-month · cancel anytime · no card to start - Stripe card fee: 2.9% + 30¢ - Free trial: Start today - per month · includes everything - Your monthly payment volume ### You don't pay a percentage. You pay a tier. Each tier is a flat monthly price for a payment-volume bucket. Percentage-fee platforms quietly take 1–5% of every dollar — even when you're growing. We don't. - 1% platform - 3% platform - Cost comparison - How MoonClerk compares at - . - MoonClerk - Volume-based flat pricing gets cheaper as you grow on MoonClerk. - 1% platform - same $25K volume - 3% platform - same $25K volume - Real example ### Process more, pay a smaller % of it. Bars = your monthly payment volume. The line = MoonClerk's slice of that as a %. The math gets better for you with every dollar you grow — that's the opposite of percentage-fee platforms. - $1K - $2K - $4K - $7.5K - $12.5K - $20K - $30K - $45K - $65K - $100K - $200K ### Pricing Trust Strip - SOC 2 Type II: PCI-DSS via Stripe - Month-to-month: No contracts, cancel anytime - Unlimited seats: Every plan, no per-user fees - Real humans: Help@MoonClerk.com · Greenville, SC ### No feature tiers. Ever. Eyebrow: Every plan, same product The $18 plan and the enterprise plan ship identical MoonClerk. Your tier only changes what you pay for volume — never what you can build. - Unlimited forms: No cap on forms, products, or customers. - Recurring + one-time: Weekly, monthly, annual, or custom. - Free + paid trials: Any duration. Automatic first charge. - Customer portal: Update cards, pause, cancel — self-serve. - Smart retry + dunning: Recovers failed payments for you. - Zapier + webhooks: 9,000+ apps, every event firable. - Branded checkout: Your logo, colors, fonts, fields. - ACH & bank debit: Lower fees for big recurring charges. - Reporting + CSV: Revenue, churn, cohorts, exports. - Unlimited seats: Roles + permissions. No per-seat fee. - Human support: Replies in minutes, not chatbots. - Coupons & discounts: Percent or fixed, one-time or recurring. # Privacy Policy | MoonClerk URL: https://www.moonclerk.com/privacy-policy Read MoonClerk's privacy policy, including how we collect, use, protect, and share information for our payment software and website. ## Page sections ### Introduction This Privacy Notice explains what information MoonClerk LLC (“we,” “us,” or “our”) may collect about you when you use our website or through our service, how such information may be used, and your rights in connection with how it is used. ### Collection of Information Through your use of the website or services, we collect personal information, which is information that identifies you as an individual or relates to you as an identifiable individual. To use our website you do not have to provide personal information. However, if you choose to engage in certain activities on our website or use our services we will need to collect personal information. Below are the types of personal information that we collect: ### Information You Provide to Us When you create an account, you will be required to provide us identifying information such as your business name, your e-mail addresses, your country of location, and your currency preference. We use a third party service provider to process your payments and do not see your full card information. All of this information is required for us to provide the service to you. If you do not provide it we would not be able to provide the service. Our service functions alongside your third-party payment processing provider, Stripe. Our service makes it easier for your customers and payers to submit their payment information to Stripe. Any use of that information is governed by your agreement with Stripe and subject to [Stripe’s Privacy Policy](https://stripe.com/privacy). We do not see this information when it is being submitted and we do not have any control over the use of this information. When you contact us : If you provide us contact information to learn more about our Services or choose to send us a message with information about yourself, we will maintain records of your correspondence. We will use the information that identifies you used only to fulfill the stated purpose of your communication. Information you provide to us through feedback, surveys, suggestions etc., without the parts that identify you, will be treated as non-confidential and non-proprietary and we may use it and share it with third parties. Also, please note that comments made to public areas will be visible to the public, so you should never share personal information that you would like to keep private. When you choose to interact with social media : If you give MoonClerk permission to access certain information in your social media networks, we will receive this information and treat it in accordance with this privacy notice. You can revoke your permissions at any time through your social media account preferences. Information we collect automatically: We or our third party providers automatically collect the following information through your use of the website and our services: - Usage Information : This includes which of the pages on the website or service you access, the frequency of access, and what you click on while on our website. We also collect information about your use of the services, such as frequency of use. - Device Information : We collect information about the device you are using, such as hardware model, operating system, application version number, browser, and IP addresses. When you access our services via a browser on your mobile device, we collect mobile network information including telephone number, the unique device identifier assigned to that device, mobile carrier, operating system, and other device attributes. - Activity data : This includes information, such as the time of an event, how you came to the services, what search engine and search keywords you may have used to get to the service, pages you visit on the service, your activity on the forum. Your actions with respect to emails we send you such as when you open them and what you click in them. ### Cookies and Other Technologies We collect information using cookies and other technologies. “Cookies” are small pieces of information that are stored by your web browser software on your computer’s hard drive or temporarily in your computer’s memory. MoonClerk or our third party provider place and store Internet cookies on your hard drive. Cookies can save any of the types of information noted above. Cookies enable us to personalize your viewing experience and display advertising on our website. When you revisit our services, we can recognize you by the cookie and customize your experience. For example, we use cookies to recognize your access privileges to the services, track your usage and traffic patterns, identify you and keep track of your preferences and estimate the audience size. We also use cookies to store usernames and passwords that are supplied at registration. To learn how you can control information collected about you using cookies and other technologies see the Choices About Your Information section of this Policy. Google Analytics, Kissmetrics, Amplitude : We use tools provided by “Google Analytics”, Kissmetrics and Amplitude to collect some information we listed above about your use of the Services. We use the information we get from these tools to improve the Services. In order to collect this information, Google Analytics, Kissmetrics and Amplitude may set cookies on your browser or mobile device, or read cookies that are already there. Google Analytics may also receive information about you from apps you have downloaded, that partner with Google. We do not combine the information collected through the use of Google Analytics with personally identifiable information. To learn what you can do about how Google Analytics, Kissmetrics and Amplitude use your information see the Choices About Your Information section of this Policy. ### No Collection of Children’s Personal Information The services are not directed to children under the age of 18. We do not knowingly collect personal information from children under 18. If you are under 18, please do not use the services and do not provide any personal information to us. If we learn that we collected personal information from an individual under 18, we will delete it. ### How We Use Your Information We use the information we collect about you and information you provide to us about your customers to provide the services, to communicate with you, to provide technical support, and to improve our services and customer relations. We do not sell your information to third parties. It is your responsibility to disclose clearly, and obtain consent if necessary to our use of your customers’ data for the provision of the service and as described in this notice. We process your information for the following purposes as necessary to provide the services to you and perform our contract with you: - Provide Services : We use your personal information to provide you with the services. - Communicate and provide technical support : We use personal information to communicate with you about the website or services, to send you account updates or other communications regarding your account or to inform you of any changes to our website or services, and to provide you support or other services you request. For example, we may need your information to provide technical support or answer questions about our website. If you consent, we use personal information collected through cookies placed by our third party provider, Adroll, to display advertising on the Moonclerk website. You can opt out of such targeted advertising by emailing us at help@moonclerk.com. We process your information for the following purposes as part of our legitimate interest in the improvement and marketing of our services as well in the security of our services. We apply appropriate safeguards to protect your information as described in the Security section of this Policy and the Choices About Your Information section of this Policy. - Communicate about new features : We send you notifications about new features or information available on our services or that we feel might be of interest to you. You can opt-out by emailing us at [help@moonclerk.com](mailto:help@moonclerk.com) or clicking the Unsubscribe link in the email notifications you receive. - Maintenance and Improvement : We use personal information to identify your interests and needs in order to provide you with more personalized, relevant, and intelligent services. We also use information that we collect to diagnose any problems with our website and to improve the user experience. - Benchmarking : We aggregate personal information for the purpose of research and benchmarking. For example, to calculate the percentage of users in a particular ZIP code. In our processing of your information, we also share your personal information to defend our rights and those of others, to efficiently maintain our business and to comply with the law as described in the How We Share Personal Information Section of this policy. ### How We Share Personal Information We share your information with our service providers in connection with a business transaction, to prevent harm, to comply with the law and to protect our legal rights. The legal basis for this is our legitimate interest in providing our services, complying with the law, and protecting our rights and those of others. We apply appropriate safeguards for this sharing of your information as described below and in the Security section of this policy, the Choices About Your Information section of this policy, and the Your Rights Under EU Data Protection Law section of this policy. - Service Providers : We share information with service providers that help us perform website functions and administer our services. We use Google Analytics to conduct data analytics on usage of our services. [Read Google Analytic’s Privacy Policy](https://policies.google.com/privacy). - We also use Kissmetrics and Amplitude to conduct data analytics. Read [Kissmetric’s Privacy Policy](https://signin.kissmetrics.com/privacy/). Read [Amplitude’s Privacy Policy](https://amplitude.com/privacy). - We use Intercom to facilitate the chat function on our website. [Read Intercom’s Privacy Policy](https://www.intercom.com/terms-and-policies#privacy). - We use Adroll to display advertising on the Moonclerk website. [Read Adroll’s Privacy Policy](https://www.nextroll.com/privacy) - We also use service providers to provide data storage, email services, cloud documents and software monitoring. A list of these processors and their privacy notices is provided here: CircleCi ([https://circleci.com](https://circleci.com/)) - Amazon Web Services ([https://aws.amazon.com](https://aws.amazon.com/)) - Segment ([https://segment.com](https://segment.com/)) - Intercom ([https://www.intercom.com](https://www.intercom.com/)) - G-Suite ([https://gsuite.google.com](https://gsuite.google.com/)) - Stripe ([https://stripe.com](https://stripe.com/)) - Heroku ([https://www.heroku.com](https://www.heroku.com/)) - Kissmetrics ([https://www.kissmetrics.com](https://www.kissmetrics.com/)) - Slack ([https://slack.com](https://slack.com/)) - Dropbox ([https://dropbox.com](https://dropbox.com/)) - Desk ([https://www.salesforce.com/solutions/small-business-solutions/keep-customers/?mc=desk](https://www.salesforce.com/solutions/small-business-solutions/keep-customers/?mc=desk)) - Rollbar ([https://rollbar.com](https://rollbar.com/)) - Papertrail ([https://papertrailapp.com](https://papertrailapp.com/)) - Redis ([https://redislabs.com](https://redislabs.com/)) - Github ([https://github.com](https://github.com/)) - Zapier ([https://zapier.com](https://zapier.com/)) - Amplitude ([https://amplitude.com](https://amplitude.com/)) - Corporate Structure : In the event that we enter into, or intend to enter into, a transaction that alters the structure of our business, such as a reorganization, merger, acquisition, sale, joint venture, assignment, consolidation, transfer, change of control, or other disposition of all or any portion of our business, assets or stock, we would share personal information with third parties, including the buyer or target (and their agents and advisors) for the purpose of facilitating and completing the transaction. We would share personal information with third parties if we undergo bankruptcy or liquidation, in the course of such proceedings. - To Prevent Harm : We will share information if we believe it is necessary to detect, investigate, prevent, or take action against illegal activities, fraud, or situations involving potential threats to the rights, property, or personal safety of any person. - Legal Purposes : We will share information where we are legally required to do so, such as in response to court orders or legal process; to establish, protect, or exercise our legal rights, as required to enforce our terms of service or other contractual obligations; to defend against legal claims or demands; or to comply with the requirements of any applicable law. With Your Consent : Apart from the reasons identified above, we may request your permission to use or share your personal information for a specific purpose. We will notify you and request consent before you provide the personal information or before the personal information you have already provided is shared for such purpose. You may revoke your consent at any time. ### Security Your MoonClerk account information is protected by a password for your privacy and security. You need to prevent unauthorized access to your account and personal information by selecting and protecting your password appropriately and limiting access to your computer and browser by signing off after you have finished accessing your account. The security of your personal information is important to us. We maintain reasonable physical, technical, and administrative security measures to protect and limit access to your personal information. For example, we are PCI DSS compliant and use SSL technology for transfers of information. No method of transmission over the Internet or electronic storage technology is 100% secure. Therefore, while we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security. ### Choices About Your Information Access, correct or delete your information : You may access your account to access, correct or delete the information you provided to us and which is associated with your account by logging into your account on the website [www.moonclerk.com](http://www.moonclerk.com/) or by emailing us at help@moonclerk.com. In the event that we refuse a request under rights of access, we will provide the individual with a reason as to why. Individuals residing in the EU also have the rights described in the Your Rights Under EU Data Protection Law section of this policy and to complain as described in the Complaints & Inquiries section of this policy We will retain your information after your account is deleted under the circumstances described in the How Long Do We Keep Your Information? section of this policy. Online advertising: To opt out of interest-based advertising or to learn more about the use of this information by our Service Providers you can visit the [Network Advertising Initiative](http://www.networkadvertising.org/managing/opt_out.asp)%20or%20the%20Digital%20Advertising%20Alliance%20(http://www.aboutads.info/choices/) or the [Digital Advertising Alliance.](http://www.aboutads.info/choices/) If you choose to opt out, we will place an “opt-out cookie” on your computer. The “opt-out cookie” is browser specific and device specific and only lasts until cookies are cleared from your browser or device. The opt-out cookie will not work for some cookies that are important to how our websites and mobile apps work (“essential cookies”). If the cookie is removed or deleted, if you upgrade your browser or if you visit us from a different computer, you will need to return to the links above to re-select your preferences. Cookies : If you would like to opt out of accepting cookies altogether, you can generally set your browser to not accept cookies or to notify you when you are sent a cookie, giving you the chance to decide whether or not to accept it. Please note that certain functions of this Website may not function properly if your web browser does not accept cookies. If you choose to opt out, we will place an “opt-out cookie” on your computer. The “opt-out cookie” is browser specific and device specific and only lasts until cookies are cleared from your browser or device. The opt-out cookie will not work for some cookies that are important to how our websites and mobile apps work (“essential cookies”). If the cookie is removed or deleted, if you upgrade your browser or if you visit us from a different computer, you will need to return and update your preferences Promotional emails: To unsubscribe from promotional emails email us at [help@moonclerk.com](mailto:help@moonclerk.com) or click the unsubscribe link included in the footer of all of our emails. We will continue to send you notifications necessary for the services related to your e-mail address. Google Analytics : See [http://www.google.com/policies/privacy/partners/](http://www.google.com/policies/privacy/partners/) for information about how Google uses the information provided to Google Analytics and how you can control the information provided to Google. To prevent your data from being used by Google Analytics, you can download the Google Analytics opt-out browser add-on for Google Analytics which can be found here [https://tools.google.com/dlpage/gaoptout](https://tools.google.com/dlpage/gaoptout). Choice: You have the right to opt out of (a) disclosures of your Personal Data to third parties not identified at the time of collection or subsequently authorized, and (b) uses of Personal Data for purposes materially different from those disclosed at the time of collection or subsequently authorized. ### For EU Individuals: Your Rights under the General Data Protection Regulation If EU data protection laws apply to our processing of your information, You are entitled by law to rights like accessing, correcting, amending, or deleting personal information about you that we hold. A list of these rights is below. Please note that these rights are not absolute and certain exemptions apply. If you are an end user of our customer: We have no direct relationship with your customers or end users whose personal data we process. If you are an end user of one of our customers, and you would like to access, amend or delete your data, then you need to contact our customer directly and we will respond within a reasonable period of time to any such request by our customer. For our customers: You may access your MoonClerk account to access, correct, amend, or delete the information as explained here in this policy. Your request should contain a detailed, accurate description of the data you want access to. For your protection, we may need to verify your identity before responding to your request, such as verifying that the email address from which you send the request matches your email address that we have on file. In the event that we refuse a request under rights of access, we will provide the individual with a reason as to why. A list of your rights is below: - The right to access : You have the right to ask us for copies of your personal information. This right has some exemptions, which means you may not always receive all the information we process. - The right to rectification : You have the right to ask us to rectify information you think is inaccurate. You also have the right to ask us to complete information you think is incomplete. - The right to erasure : You have the right to ask us to erase your personal information in certain circumstances. - The right to restrict processing : You have the right to ask us to restrict the processing of your information in certain circumstances. - The right to object to processing : You have the right to object to processing if we are able to process your information because the process is in our legitimate interests. - The right to data portability : This only applies to information you have given us. You have the right to ask that we transfer the information you gave us from one organization to another, or give it to you. - The right to lodge a complaint with the supervisory authority . A list of Supervisory Authorities is available here: [http://ec.europa.eu/justice/data-protection/bodies/authorities/index_en.htm](http://ec.europa.eu/justice/data-protection/bodies/authorities/index_en.htm). ### How Long We Keep Your Information You can delete your account or request that we delete your account by writing us at help@moonclerk.com. We keep your information for as long as necessary to provide the Services to you. We retain your information after you request such deletion for longer periods for specific purposes to the extent that we are obliged or authorized to do so in accordance with applicable laws and regulations and/or as necessary to protect our legal rights or for certain business requirements. To read more about specific reasons we would retain some data for longer periods of time click here: - Security, fraud & abuse prevention – i.e. to protect you, other people, and us from fraud, abuse, and unauthorized access. - Financial record-keeping – when you make a payment to us we are often required to retain this information for a longer period of time for purposes of accounting, dispute resolution and compliance with tax, anti-money laundering, and other financial regulations. - Complying with legal or regulatory requirements – to meet any applicable law, regulation, legal process or enforceable governmental request, as required to enforce our terms of service, including investigation of potential violations - Direct communications with us – if you have directly communicated with us, through a customer support channel, feedback form, or a bug report, we may retain reasonable records of those communications. Even if you delete your account, keep in mind that the deletion by our third party providers may not be immediate and that the deleted information may persist in backup copies for a reasonable period of time. For any privacy or data-protection-related questions, please email help@moonclerk.com ### Cross-Border Transfers of Information We process and store information on servers or databases, and use third-party providers that process information in the United States and other countries, your information will be transferred to those locations. ### Transfers of Information from the European Economic Area We will conduct any transfers of personal information from the European Economic Area (EEA), Switzerland, or the United Kingdom to the US in compliance with the the EU-U.S. Data Privacy Framework (EU-U.S. DPF) and the UK Extension to the EU-U.S. DPF, and the Swiss-U.S. Data Privacy Framework (Swiss-U.S. DPF) as set forth by the U.S. Department of Commerce regarding the collection, use and retention of personal information from European Union member countries and Switzerland transferred to the United States pursuant to the EU-U.S. Data Privacy Framework (EU-U.S. DPF) and the UK Extension to the EU-U.S. DPF, and the Swiss-U.S. Data Privacy Framework (Swiss-U.S. DPF) . We have certified to the Department of Commerce that we adhere to the EU-U.S. Data Privacy Framework (EU-U.S. DPF) and the UK Extension to the EU-U.S. DPF, and the Swiss-U.S. Data Privacy Framework (Swiss-U.S. DPF) Principles with respect to such data. If there is any conflict between the policies in this Privacy Notice and data subject rights under the the EU-U.S. Data Privacy Framework (EU-U.S. DPF) and the UK Extension to the EU-U.S. DPF, and the Swiss-U.S. Data Privacy Framework (Swiss-U.S. DPF) Principles, the Principles for these aforementioned Data Privacy Frameworks shall govern. To learn more about the EU-U.S. Data Privacy Framework (EU-U.S. DPF) and the UK Extension to the EU-U.S. DPF, and the Swiss-U.S. Data Privacy Framework (Swiss-U.S. DPF) program, and to view our certification page, please visit [https://www.dataprivacyframework.gov/framework-article/ANNEX-I-introduction](https://www.dataprivacyframework.gov/framework-article/ANNEX-I-introduction). With respect to personal data received or transferred pursuant to the EU-U.S. Data Privacy Framework (EU-U.S. DPF) and the UK Extension to the EU-U.S. DPF, and the Swiss-U.S. Data Privacy Framework (Swiss-U.S. DPF) , MoonClerk is subject to the investigatory and enforcement powers of the U.S. Federal Trade Commission. If we become subject to an FTC or court order based on non-compliance, MoonClerk shall make public any relevant sections related to the EU-U.S. Data Privacy Framework (EU-U.S. DPF) and the UK Extension to the EU-U.S. DPF, and the Swiss-U.S. Data Privacy Framework (Swiss-U.S. DPF) of any compliance or assessment report submitted to the FTC, to the extent consistent with confidentiality requirements. In certain situations, MoonClerk may be required to disclose personal information in response to lawful requests by public authorities, including in order to meet national security or law enforcement requirements. For more information, please see the How We Share Personal Information section of this policy. When we receive personal information under the EU-U.S. Data Privacy Framework (EU-U.S. DPF) and the UK Extension to the EU-U.S. DPF, and the Swiss-U.S. Data Privacy Framework (Swiss-U.S. DPF) , and then transfer it to third party services, we are liable for any processing of personal information by such third parties that is inconsistent with the EU-U.S. Data Privacy Framework (EU-U.S. DPF) and the UK Extension to the EU-U.S. DPF, and the Swiss-U.S. Data Privacy Framework (Swiss-U.S. DPF) Principles unless we are not responsible for the event giving rise to any alleged damage. In compliance with the EU-U.S. Data Privacy Framework (EU-U.S. DPF) and the UK Extension to the EU-U.S. DPF, and the Swiss-U.S. Data Privacy Framework (Swiss-U.S. DPF) , MoonClerk commits to resolve complaints about our collection or use of your personal information. European Union individuals with inquiries or complaints regarding our how we process your information should first contact us at: help@moonclerk.com MoonClerk has further committed to refer unresolved EU-U.S. Data Privacy Framework (EU-U.S. DPF) and the UK Extension to the EU-U.S. DPF, and the Swiss-U.S. Data Privacy Framework (Swiss-U.S. DPF) complaints to JAMS, an alternative dispute resolution provider located in the United States. If you do not receive timely acknowledgment of your complaint from us, or if we have not resolved your complaint, please contact or visit [https://www.jamsadr.com/DPF-Dispute-Resolution](https://www.jamsadr.com/DPF-Dispute-Resolution) for more information or to file a complaint. The services of JAMS are provided at no cost to you. Under certain limited circumstances, European Union individuals may invoke binding arbitration per the EU-U.S. Data Privacy Framework (EU-U.S. DPF) and the UK Extension to the EU-U.S. DPF, and the Swiss-U.S. Data Privacy Framework (Swiss-U.S. DPF) as a last resort if all other forms of dispute resolution have been unsuccessful. To learn more about this method of resolution and its availability to you, please visit [https://www.dataprivacyframework.gov/framework-article/ANNEX-I-introduction](https://www.dataprivacyframework.gov/framework-article/ANNEX-I-introduction). ### Transfers of Information not from the EEA The laws in the United States and other locations may not be as protective of your privacy as those in your location. For example, United States law does not provide you with the right to access, modify and delete personal information in all cases. Further, government entities in the United States and other locations may have certain rights to access your personal information. When transferring personal information to and processing personal information in the United States [and such other locations] we will implement appropriate safeguards and process the personal information in accordance with the terms of this Privacy Notice. By using our Websites or our Services, you agree to the transfer and processing of your personal information to the United States and other locations. ### Compliance MoonClerk complies with the EU-U.S. Data Privacy Framework (EU-U.S. DPF) and the UK Extension to the EU-U.S. DPF, and the Swiss-U.S. Data Privacy Framework (Swiss-U.S. DPF) as set forth by the U.S. Department of Commerce. MoonClerk has certified to the U.S. Department of Commerce that it adheres to the EU-U.S. Data Privacy Framework Principles (EU-U.S. DPF Principles) with regard to the processing of personal data received from the European Union and the United Kingdom in reliance on the EU-U.S. DPF and the UK Extension to the EU-U.S. DPF. MoonClerk has certified to the U.S. Department of Commerce that it adheres to the Swiss-U.S. Data Privacy Framework Principles (Swiss-U.S. DPF Principles) with regard to the processing of personal data received from Switzerland in reliance on the Swiss-U.S. DPF. If there is any conflict between the terms in this privacy policy and the EU-U.S. DPF Principles and/or the Swiss-U.S. DPF Principles, the Principles shall govern. To learn more about the Data Privacy Framework (DPF) Program, and to view our certification, please visit [https://www.dataprivacyframework.gov/](https://www.dataprivacyframework.gov/) ### Alternative Dispute Resolution In compliance with the EU-U.S. DPF and the UK Extension to the EU-U.S. DPF and the Swiss-U.S. DPF, MoonClerk commits to refer unresolved complaints concerning our handling of personal data received in reliance on the EU-U.S. DPF and the UK Extension to the EU-U.S. DPF and the Swiss-U.S. DPF to JAMS, an alternative dispute resolution provider based in the United States, the European Union, the United Kingdom, and/or Switzerland. If you do not receive timely acknowledgment of your DPF Principles-related complaint from us, or if we have not addressed your DPF Principles-related complaint to your satisfaction, please visit https://www.jamsadr.com/DPF-Dispute-Resolution more information or to file a complaint. The services of JAMS are provided at no cost to you. ### Changes to Privacy Notice MoonClerk may change this Privacy Notice from time to time. We will post the changes to this page, and will indicate the date they go into effect. We encourage you to review our Privacy Notice to stay informed. If we make changes that materially affect your privacy rights we will notify you of the changes by posting a prominent notice on our website or using other methods that we select, such as sending you an email. ### “Do Not Track” The Website is not currently configured to respond to Do Not Track signals sent by Internet browsers. ### Complaints & Inquiries If you have any questions or comments about this Privacy Notice, please contact us by email at [help@moonclerk.com](mailto:help@moonclerk.com). Last updated: April 11, 2026 Effective date: April 11, 2026 # Product Articles | MoonClerk URL: https://www.moonclerk.com/product MoonClerk product articles, guides, and customer resources. ## Page sections ### New Feature: Pre-fill Data Into Custom Fields At Checkout Eyebrow: Latest 24 posts on this page - Product New Feature: Pre-fill Data Into Custom Fields At Checkout DC Dodd Caldwell · Aug 21, 2025 - Product New Feature: Comment On Payments And Recurring Plans With Team Members In Your MoonClerk Dashboard DC Dodd Caldwell · Jul 11, 2024 - Product New Feature: Set Custom Messages For Disabled Checkouts DC Dodd Caldwell · Feb 20, 2024 - Product More Payment Options Now Available on MoonClerk Checkouts - CashApp, Link, SEPA, BECS, Bacs DC Dodd Caldwell · Aug 2, 2023 - Product New Functionality For MoonClerk on Zapier: Search Actions DC Dodd Caldwell · Apr 11, 2023 - Product Automated QR Code Generation For Payment Forms Now Available DC Dodd Caldwell · Jan 26, 2023 - Product New Feature For Developers: MoonClerk Webhooks DC Dodd Caldwell · Oct 4, 2022 - Product New Feature: Organize Your Payment Forms With Tags DC Dodd Caldwell · Sep 27, 2022 # Failed cards aren't lost revenue . They're a scheduling problem. URL: https://www.moonclerk.com/revenue-recovery Most declined payments fail for reasons that fix themselves in 24–72 hours. MoonClerk's recovery engine waits for the right moment — and retries on your behalf. You keep working. ## Page sections ### Revenue Recovery Hero Eyebrow: Revenue Recapture Most declined payments fail for reasons that fix themselves in 24–72 hours. MoonClerk's recovery engine waits for the right moment — and retries on your behalf. You keep working. - Dunning queue — today: LIVE - Smart: retries - Recovers: 38% - Revenue recovered for MoonClerk customers · this month: $2,148,392.04: avg recovery rate 38% · avg retries 2.3 · 8,500+ organizations - Declined · insufficient: Alex Chen: $49.00: alex@oxley.co - Retry #2 scheduled: Priya Raman: $99.00: priya@studio.tv - ✓ Recovered: Marcus King: $199.00: m@kingfitness.io - Declined · expired: Lena Novak: $25.00: lena@greenhouse.org - Email sent · awaiting update: Dante Castro: $1,200.00: dante@leangym.co - recover rate: Smart retry — Tuesday 9am: 38%: Cards refill on Tuesdays and first-of-month more than any other day. We wait. ### Every SaaS loses ~9% of revenue to involuntary churn. Eyebrow: WHY YOU LEAVE MONEY ON THE TABLE Not because customers left. Because their cards expired, bumped the limit, or got flagged. Without a recovery engine, that money walks. ### Four reasons. None of them mean goodbye. Eyebrow: ◐ WHY CARDS FAIL Real-world decline data from 8,500+ MoonClerk merchants, last 12 months. - Insufficient funds: 34: The most common decline. Fixed in 1-3 days when payroll or the next deposit hits. - Expired card: 21: Reissued card usually mails within 7 days. A recovery email with an update link fixes this instantly. - Hit the limit: 18: Credit line resets at month-end. Smart retry on the 1st recovers most of these silently. - Fraud false-positive: 14: Issuer flagged the card. Customer approves via SMS, we retry, it clears. ### Five moves, fully automated. Eyebrow: THE RECOVERY ENGINE We handle all of this the second a charge fails. You don't log in. You don't write an email. You don't chase. - T + 0: Charge fails: Stripe reports decline. MoonClerk logs it, flags the subscription, pauses dunning noise. - T + 1 hr: Customer emailed: Warm, branded email with a one-click update-card link. No spam tone. 27% fix it here. - T + 3 days: Smart retry: We wait for Tuesday 9am - the statistically best refill window - then retry automatically. - T + 7 days: Second nudge: Second email if retry fails. Different subject. Different CTA. Updated amount due. - T + 14 days: Final retry + pause: Last attempt. If still failing, subscription pauses, customer flagged in the dashboard for your review. ### Emails that sound like you . Eyebrow: 04 · RECOVERY EMAILS Pre-written templates that already perform. Tone, color, logo — all yours. Three sequences, triggered by decline reason. - Email #1 · Soft nudge: Alex at Oxley Coffee: Hi Priya — Heads up: your monthly payment of $20.00 for the Oxley Coffee Club didn’t go through this morning. Happens all the time — usually the card just needs an update. Takes 30 seconds, no login needed:: Quick thing about your coffee club - Email #2 · Reminder: Alex at Oxley Coffee: Hi Priya — We retried your card this morning and it still bounced. If you update it today, your coffee subscription keeps moving with no interruption. We already saved your place — just confirm the new card.: Second reminder before your membership pauses - Email #3 · Final: Alex at Oxley Coffee: Hi Priya — This is the last reminder before your recurring plan pauses. We’ll hold your spot for seven days, and the moment you update your card we’ll continue right where you left off.: Final notice: your next shipment will pause - Personalized with name, amount, and plan - One-click update — no login required - Open, click, and recovery tracked in dashboard - Swap copy or disable per-plan at any time ### Revenue that would've walked , staying put. Eyebrow: OUTCOMES · ACROSS 8,500+ ORGANIZATIONS Real recovery benchmarks from MoonClerk merchants running standard settings for 90+ days. - %: Average recovery rate: 38: Of failed charges successfully retried within 14 days. Top quartile of merchants hit 52%. - k: Avg revenue saved · monthly: $6.8: Per merchant with $100k+ MRR. Zero effort, running in the background. - h: Admin hours recovered: 14: Per month, vs. manually chasing declines. Time back for actual work. ### Your next lost sale doesn't have to be lost. Eyebrow: TURN FAILED CHARGES INTO RECOVERED REVENUE Recovery engine is on by default. You'll see recovered revenue in your dashboard by week two. - Zero recovery fees always # Terms of Service | MoonClerk URL: https://www.moonclerk.com/terms-of-service Read MoonClerk's terms of service for using MoonClerk payment forms, billing tools, website, and related services. ## Page sections ### Preamble Last updated: October 11, 2026 ### Introduction Please read these Terms of Service carefully before using MoonClerk™, offered by MoonClerk, LLC. This Agreement sets forth the legally binding terms and conditions for use of the Service, the Site, and any other websites or services provided by MoonClerk LLC. ### Acceptance of Terms By using the Service described on [https://moonclerk.com](https://moonclerk.com/) (the “Service”) in any manner you agree to be bound by this Agreement, including those additional terms and conditions and policies referenced herein and/or available by hyperlink. You represent and warrant that: (i) you have the right to enter into a binding agreement and, if you are entering into an agreement with us on behalf of an entity, that you are authorized to bind such entity in legal obligations; (ii) if you make a payment to us – that you have the legal right to use any credit card(s) or other payment method(s) we accept that you use to pay us; and that (iii) the information you supply to us is true, correct and complete. If you are entering into this agreement on behalf of a company or other legal entity, you represent that you have the authority to bind such entity, its affiliates, and all users who access the MoonClerk Service through your account to these Terms of Service. ### Stripe Our service functions alongside your third party payment processing provider, [Stripe](https://stripe.com/), the Stripe API, and in conjunction, your Stripe account to process credit and debit card transactions for your MoonClerk account. MoonClerk is a “Partner Application” as defined in the Stripe Terms of Service. Therefore, any limitations imposed by Stripe’s terms for Partner Applications, for example with respect to the types of business that may use the service, also apply to the use of our services . Our service makes it easier for your customers and payers to submit their payment information to Stripe. Therefore, in order to use the MoonClerk service you must have an active Stripe account and be bound by the Stripe terms of use. Any use of that information is governed by your agreement with Stripe and subject to [Stripe’s Privacy Policy](https://stripe.com/us/privacy/). We do not see this information when it is being submitted and we do not have any control over the use of this information You expressly understand and agree that MoonClerk shall not be liable for any payments and monetary transactions that occur through your use of the Service. You expressly understand and agree that all payments and monetary transactions are handled by Stripe. You agree that MoonClerk shall not be liable for any issues regarding financial and monetary transactions between you and any other party, including Stripe. You are responsible for all transactions (one-time, recurring, and refunds) processed through the Service and/or Stripe. MoonClerk is not liable for loss or damage from errant or invalid transactions processed with Your Stripe account. This includes transactions that were not processed due to a network communication error, or any other reason. If you process a transaction, it is your responsibility to verify that the transaction was successfully processed. You understand that MoonClerk uses the Stripe API to run the Service and that the Stripe API is subject to change at any time and such changes may adversely affect the Service. You understand and agree to not hold MoonClerk liable for any adverse affects that actions (whether intentional or unintentional) on the part of Stripe may cause to your Stripe account, your MoonClerk account, or your business. You must not process stolen credit cards, or unauthorized credit cards through Stripe and/or your MoonClerk account. ### Account Activation You understand that in order to explore the Service through a MoonClerk Account, you will need to provide an Account Name, login credentials, and a valid phone number at which we can reach you (see “[Phone Number, Calls and Text Messages](#phone-number-calls-and-text-messages)” below). However, in order to accept live payment transactions through the Service, you will need to complete the following: - Provide a description of your business and how you are charging payers - Provide MoonClerk with your valid credit or debit card billing information so that MoonClerk may charge you its fees for use of the Service - Activate a live Stripe account and grant application permissions to MoonClerk (and be bound to the Application Clauses listed in Stripe’s Terms of Service.) ### Business Description During the account activation process, you will be required to enter a description of your business and how you charge payers. This description, along with your email address and account name, may be used on a profile web page that will be provided to Stripe for account verification and monitoring purposes. ### Security Your MoonClerk account information is protected by a password for your privacy and security. You need to prevent unauthorized access to your account and personal information by selecting and protecting your password appropriately and limiting access to your computer and browser by signing off after you have finished accessing your account. We may also use the phone number on your account to verify your identity, for example by sending you a one-time security code when you sign in or make changes to your account. The security of your personal information is important to us. We maintain reasonable physical, technical, and administrative security measures to protect and limit access to your personal information. For example, we are PCI DSS compliant and use SSL technology for transfers of information. No method of transmission over the Internet or electronic storage technology is 100% secure. Therefore, while we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security. Please review our [Privacy Policy](https://www.moonclerk.com/privacy-policy/), which will help you understand how we collect, use and safeguard the information you provide to us. You are responsible for maintaining the security of your MoonClerk and Stripe login credentials. MoonClerk is not liable for any loss or damage from your failure to maintain the security of these credentials. ### Phone Number, Calls and Text Messages Your phone number. You must provide a phone number to create a MoonClerk Account. You represent that the number belongs to you, or that you are authorized to use it and to give the consents described in this section. You agree to keep your phone number current in your account settings and to update it promptly if you change or give up the number, so that we do not contact someone else. We may use tools such as the FCC’s Reassigned Numbers Database to check whether a number has been reassigned. How we use your phone number. We use your phone number to: (i) verify your identity and protect your account, including by sending one-time security codes; (ii) contact you about your account and the Service, for example about setting up and activating your account, billing, failed or disputed payments, the status of your Stripe account connection, and changes to the Service or these Terms; (iii) provide customer support, including when you ask us to contact you; and (iv) if you opt in, send you the text messages described below. We may share your phone number with Stripe to help set up or verify your Stripe account, and with service providers that place calls or send text messages on our behalf. We do not sell your phone number. Our [Privacy Policy](https://www.moonclerk.com/privacy-policy/) explains how we handle your personal information. Calls. By providing your phone number, you agree that MoonClerk, and those acting on our behalf, may call you at that number about your account and the Service, including to help you set up and activate your account and to provide support. These calls may be placed by a member of our team or, for account-related purposes only, using automated technology or a prerecorded message. We will not place marketing calls to you using an automatic telephone dialing system or an artificial or prerecorded voice (including an AI-generated voice) unless you have given us separate written consent to do so. Calls with MoonClerk may be monitored or recorded for quality, training and security purposes; we will tell you at the start of a call if it is being recorded, and by continuing the call you consent to the recording. You can ask us to stop calling you at any time by telling us during a call or by emailing [help@moonclerk.com](mailto:help@moonclerk.com). Text messages. MoonClerk offers two optional text message programs: - MoonClerk Account Alerts: texts about your account, such as security codes, billing and failed-payment notices, alerts about your Stripe account connection, and important changes to your account. - MoonClerk Tips & Offers: marketing texts, such as reminders to finish setting up your account, limited-time offers, and news about MoonClerk features. These texts may be sent using automated technology. You join a program only by giving us your consent for that program, for example by checking the box for that program when you sign up or in your account settings. You can join either program, both, or neither. Consent to receive text messages is not a condition of creating an account or of purchasing any goods or services, and you can use MoonClerk without joining either program. When you join a program, you agree that MoonClerk may send that program’s text messages to the phone number on your account. If you ask us to send you a one-time security code by text, we will send that code to your number whether or not you have joined a program. Frequency, cost and timing. Message frequency varies. Message and data rates may apply; check your mobile plan for details. We send Tips & Offers texts only during the hours permitted by applicable law in your local time zone. Account Alerts and security codes are sent when they are needed and may arrive at any time of day, and you agree to receive them at those times. Our text message programs are currently available only for U.S. phone numbers. Mobile carriers are not liable for delayed or undelivered messages. Help and opting out. For help, reply HELP to any message or email [help@moonclerk.com](mailto:help@moonclerk.com). To stop receiving texts, reply STOP to any message. Replying STOP to a Tips & Offers text ends all marketing texts and calls from MoonClerk; replying STOP to an Account Alerts text ends Account Alerts. We also honor the replies QUIT, END, REVOKE, OPT OUT, CANCEL and UNSUBSCRIBE, and you can also opt out by emailing [help@moonclerk.com](mailto:help@moonclerk.com), by changing your preferences in your account settings, or in any other reasonable way. After you opt out, we may send you one text confirming your request. We will honor your request within the time required by law. To rejoin a program, reply START or update your account settings. Your information. We will not share your mobile phone number, text message opt-in data or consent with third parties or affiliates for their marketing or promotional purposes. See our [Privacy Policy](https://www.moonclerk.com/privacy-policy/) for more information. We may change or end a text message program at any time. ### Modification of Terms of Service We may change, suspend, or discontinue the Service (including without limitation, the availability of any feature, database, or content) or amend these Terms from time to time. The most current version will always be available [here.](https://www.moonclerk.com/terms-of-service/) If we believe an amendment is material, we will notify you by a notification through the Services and/or by e-mailing the e-mail address you provided to us, if you have provided one. By continuing to access or use the Services after an amendment becomes effective, you agree to be bound by the amended terms. ### Privacy Policy Please read our [Privacy Policy](https://www.moonclerk.com/privacy-policy/), which constitutes an integral part of these Terms. Our Privacy Policy sets out how we use personal information we receive from and about you and your customers or end users and what are your and their choices with respect to this. Personal information is information that identifies you as an individual or relates to you as an identifiable individual. ### Copyright and Content Ownership The Service itself, including the use of the MoonClerk name, logos, domain names and other distinctive brand features are protected by copyright and other laws. You may not duplicate, copy, or reuse any portion of the code (HTML/CSS/Javascript) or visual design elements. When you post content on or through the Service (“Content”), You represent and warrant that: (i) the Content is yours (you own it) and/or you have the right to use it and the right to grant us the rights and license as provided in these Terms, and (ii) that the posting of your Content on or through the Service does not violate the privacy rights, publicity rights, copyrights, contract rights or any other rights of any person or entity. We reserve the right to terminate the account of anyone who is found to be in violation of these terms. We take no responsibility and assume no liability for Content you or any third party posts on or through the Service. Please note that any feedback, surveys, suggestions etc. that you submit to us (in this case, without the parts that identify you), will be treated as non-confidential and non-proprietary. By posting submitting feedback, survey answers, or suggestions you grant us a worldwide, non-exclusive, royalty-free license to use, modify, perform, display, reproduce, and distribute such information on and through the Service in any and all media or distribution methods (now known or later developed). MoonClerk has the right but not the obligation to monitor all Content provided by users. You also agree that you will not duplicate, publish, modify, reverse engineer, create derivative works from, participate in the transfer of, post on the World Wide Web, attempt to extract the source code of the software, or in any way distribute or exploit the Services, or any portion of the Services, unless laws prohibit these restrictions or you have our written permission to do so. ### Customer Data Customer Data means any data of any type that is submitted to the Services by you or on your behalf, including without limitation: (a) data submitted, uploaded or imported to the Services and (b) data provided by or about your payers (including chat and message logs) that are collected from use of the Services. You are solely responsible for the accuracy, content and legality of all Customer Data. You represent and warrant to us that you has all necessary rights, consents and permissions to collect, share and use all Customer Data as contemplated in these Terms and that no Customer Data will violate or infringe (i) any third party intellectual property, publicity, privacy or other rights, (ii) any laws and regulations, including any applicable data protection laws (such as the EU General Data Protection Regulation (GDPR)), or (iii) any terms of service, privacy policies or other agreements governing your accounts with any third party platforms. You will be fully responsible for any Customer Data submitted to the Services by any of your end users as if you submitted it directly. You specifically agree not to use the Services to collect, store, process or transmit any data that includes information that reveals racial or ethnic origin, political opinions, religious or philosophical beliefs, or trade union membership, genetic data, biometric, data concerning health or data concerning an individual’s sex life or sexual orientation (“Sensitive Personal Information”). We will have no liability under these Terms for Sensitive Personal Information, notwithstanding anything to the contrary herein. You agree to comply with all applicable laws in your use of the Services. Without limiting the generality of the foregoing, you will not engage in any unsolicited advertising, marketing, or other activities using the Services, including without limitation any activities that violate the Telephone Consumer Protection Act of 1991, CAN-SPAM Act of 2003 or any other anti-spam laws and regulations. Your privacy policy must provide all disclosures and require any consents as may be required by law. This includes disclosing how, and for what purposes, the data collected through our Services will be used or shared with us as part of the Services and that we will process this data in the United States. You must also provide your end users with clear and comprehensive information, and acquire consent, where necessary, with respect to the storing and accessing of cookies or other information on such end user’s devices where such activity occurs in connection with the Services and as required by applicable laws. For clarity, as between you and MoonClerk, you will be solely responsible for obtaining the necessary clearances, consents and approvals from your end users under all applicable laws. MoonClerk shall bear responsibility for sharing information with the service providers it uses for the provision of the services. This is described in our privacy notice. Any other sharing of information with third parties, which you request us to conduct or facilitate, shall be at your sole responsibility. You are responsible for entering into separate contractual arrangements with such third parties binding them to comply with obligations in accordance with data protection laws and MoonClerk shall not be responsible or liable for facilitating such sharing. To facilitate our compliance with any record keeping obligations we may have in connection with your information, where requested and as applicable to you, you agree to provide such information to us via the user interface of the Services or via such other means as we may provide, and will use such user interface or other means to ensure that all information provided is kept accurate and up-to-date. ### Aggregated Anonymous Data Notwithstanding anything to the contrary herein, you agree that we may obtain and aggregate technical and other data about your use of the Services that is non-personally identifiable (“Aggregated Anonymous Data”), and we may use the Aggregated Anonymous Data to analyze, improve, support and operate the Services and otherwise for any business purpose during and after the term of these Terms, including without limitation to generate industry benchmark or best practice guidance, recommendations or similar reports for distribution to and consumption by you and our other customers. ### Cross-Border Transfers To the extent EU data protection law applies to our processing of your end user information, this processing will be governed by our Data Processing Agreement and you instruct us to disclose personal data as necessary to: (i) comply with laws applicable to us, including US Federal or state law, (ii) in response to lawful requests by public authorities; or (iii) if we are involved in a merger, acquisition, or sale of all or a portion of our assets or in a bankruptcy or liquidation proceeding We participate in the EU-U.S. Data Privacy Framework (EU-U.S. DPF), the UK Extension to the EU-U.S. DPF, and the Swiss-U.S. Data Privacy Framework (Swiss-U.S. DPF). For more information, please see the “Transfers of Information from the EEA” Section in [MoonClerk Privacy Notice](https://www.moonclerk.com/privacy-policy/). ### Taxes You are responsible for determining any and all taxes assessed, incurred, or required to be collected, paid, or withheld for any reason in connection with your use the Service. You also are solely responsible for collecting, withholding, reporting, and remitting correct taxes to the appropriate tax authority. We are not obligated to, nor will we determine whether taxes apply, or calculate, collect, report, or remit any taxes to any tax authority arising from any transaction. ### Customer Service You are solely responsible for all customer service issues relating to your goods, services, or donations, including pricing, order fulfillment, order cancellation by you or customer, returns, refunds and adjustments, rebates, functionality and warranty, technical support, and feedback concerning experiences with your personnel, policies or processes. In performing customer service, you will always present yourself as a separate entity from us. As between you and us, we are solely responsible for customer service issues relating to any MoonClerk Account. ### Rules and Conduct As a condition of use, you promise not to use the Service for any purpose that is prohibited by these [Terms of Service.](https://www.moonclerk.com/terms-of-service/) You agree not to take any action (and/or shall not permit any third party to take any action) on or through the Service that: - Infringes any patent, trademark, trade secret, copyright, right of publicity or other right of any other person or entity or violates any law or contractual duty; - You know is false, misleading, untruthful or inaccurate; - Is unlawful, threatening, abusive, harassing, defamatory, libelous, - deceptive, fraudulent, invasive of another’s privacy, tortious, obscene, offensive, or profane;Contains software viruses or any other computer codes, files, or programs that are designed or intended to disrupt, damage, limit or interfere with the proper function of any software, hardware, or telecommunications equipment or to damage or obtain unauthorized access to any system, data, password or other information of MoonClerk or any third party; - Impersonates any person or entity, including any employee or representative of MoonClerk. Additionally, you agree that you will not: - Take any action that imposes or may impose (as determined by MoonClerk in its sole discretion) an unreasonable or disproportionately large load on MoonClerk’s (or its third party providers’) infrastructure or the Service; - Interfere or attempt to interfere with the proper working of the Service or any activities conducted using the Service; - Use an account name or card statement descriptor that contains the title of "MoonClerk"; - Bypass any measures MoonClerk may use to prevent or restrict access to the Service (or other accounts, computer systems or networks connected to the Service); - Run Maillist, Listserv, any form of auto-responder or “spam” on the Service; or - Use manual or automated software, devices, or other processes to “crawl” or “spider” any page of the Site; - Disable or remove any of the features or design on the Service. You also agree that you will not (directly or indirectly): - Decipher, decompile, disassemble, reverse engineer or otherwise attempt to derive any source code or underlying ideas or algorithms of any part of the Service, except to the limited extent applicable laws specifically prohibit such restriction, - Modify, translate, or otherwise create derivative works of any part of the Service, or - Rent, lease, distribute, or otherwise transfer any of the rights that you receive hereunder, and that it, he, or she will, in the course of using the Service, abide by all applicable local, state, national, and international laws and regulations. - Violate, or encourage others to violate, these Terms or the referenced Privacy Notice, or any other applicable MoonClerk or third-party terms. ### MoonClerk Fees You agree to pay the fees assessed by MoonClerk to you for providing the Service. These fees will be calculated pursuant to the Fee Schedule linked to here: [http://moonclerk.com/pricing](https://www.moonclerk.com/pricing/). We reserve the right to revise our Fees at any time, subject to a thirty (30) day notice period to you. ### Transaction History Except as required by law, you are solely responsible for compiling and retaining permanent records of all transactions and other data associated with your MoonClerk Account, Your Stripe Account, Your Transaction History in either Service (MoonClerk or Stripe) and Your use of the MoonClerk Service. ### Geographic Location By registering for MoonClerk, You are confirming to be either a legal resident, a citizen, or a business entity authorized to conduct business in one of the countries in which Stripe operates. ### Your License MoonClerk grants you a personal, limited, non-exclusive, revocable, non-transferable license, without the right to sublicense, to electronically access and use the Service solely to accept and receive payments and to manage the funds you so receive. The Service includes our website, any software, programs, documentation, tools, internet-based Services, components, and any updates (including software maintenance, Service information, help content, bug fixes or maintenance releases) thereto provided to you by MoonClerk. ### Ownership The Service is licensed and not sold. We reserve all rights not expressly granted to you in this Agreement. The Service is protected by copyright, trade secret and other intellectual property laws. We own the title, copyright and other worldwide Intellectual Property Rights (as defined below) in the Service and all copies of the Service. This Agreement does not grant you any rights to our trademarks or Service marks. For the purposes of this Agreement, “Intellectual Property Rights” means all patent rights, copyright rights, mask work rights, moral rights, rights of publicity, trademark, trade dress and Service mark rights, goodwill, trade secret rights and other intellectual property rights as may now exist or hereafter come into existence, and all applications therefore and registrations, renewals and extensions thereof, under the laws of any state, country, territory or other jurisdiction. ### Copyright We respect the intellectual property rights of others. If you believe any of your Content has been reproduced in a way that constitutes copyright infringement, you may notify our agent by providing the following information: - Identification of the copyrighted work that you claim has been infringed, or, if multiple copyrighted works at a single online site are covered by a single notification, a representative list of such works at the site; - Identification of the material that you claim is infringing your Content and needs to be removed, including a description of where it is located so that the copyright agent can locate it; - Your address, telephone number, and, if available, e-mail address, so that the copyright agent may contact you about your complaint; and - A signed statement that the above information is accurate; that you have a good faith belief that the identified use of the copyrighted work is not authorized by the copyright owner, its agent, or the law; and, under penalty of perjury (in jurisdictions where this applies, which does not include the European Union), that you are the copyright owner or are authorized to act on the copyright owner’s behalf in this situation. Upon obtaining such information, we will act expeditiously to remove, or disable access to, the material. Please be aware that there are substantial penalties for false claims. If a notice of copyright infringement has been wrongly filed against you, you may submit a counter notification to our agent. A valid counter notification is a written communication that incorporates the following: - A physical or electronic signature of the poster; - Identification of the material that has been removed or to which access has been disabled, and the location at which the material appeared before it was removed or access to it was disabled; - A statement under penalty of perjury that you have a good faith belief that the material was removed or disabled as a result of mistake or misidentification; and - Your name, address, and telephone number; a statement that you consent to the jurisdiction of the competent courts in the federal district court for the judicial district in which your address is located; and that you will accept service of process from the complainant. Notices of the foregoing copyright issues should be sent b y email to help@moonclerk.com. If you give notice of copyright infringement by e-mail, an agent may begin investigating the alleged copyright infringement; however, we must receive your signed statement by mail or as an attachment to your e-mail before we are required to take any action. This information should not be construed as legal advice. We reserve the right to remove Content alleged to be infringing without prior notice, at our sole discretion, and without liability to you. In appropriate circumstances, we will also terminate a user’s Account if the user is determined to be a repeat infringer. Under the U.S. Digital Millennium Copyright Act and otherwise, please contact us for our designated copyright agent for notice of alleged copyright infringement appearing on the Services. For further information about the DMCA (where applicable), please visit the website of the United States Copyright Office at [http://www.copyright.gov/onlinesp](http://www.copyright.gov/onlinesp) ### Links to Other Websites Our Service may contain links to third party websites or services that are not owned or controlled by MoonClerk. MoonClerk has no control over, and assumes no responsibility for the content, privacy policies, or practices of any third party websites or services. We do not warrant the offerings of any of these entities/individuals or their websites. You acknowledge and agree that MoonClerk shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with use of or reliance on any such content, goods or services available on or through any such third party websites or services. We strongly advise you to read the terms and conditions and privacy policies of any third party websites or services that you visit. ### Term The Agreement is effective upon the date you agree to it (by electronically indicating acceptance) and continues so long as you use the Service or until terminated as provided in these Terms. ### Termination You may terminate this Agreement by closing your MoonClerk Account. We may terminate this Agreement and close your Account at any time for any reason stipulated in these Terms. If you are a customer – you can delete your account or request that we delete your account by writing us at help@moonclerk.com and providing sufficient proof of your authority to request deletion of the account. If you are a payer – We have no direct relationship with our customers’ payers’ whose personal data we process. If you are a payer of one of our customers, and you would like to access, amend or delete your data, then you need to contact our customer (the “data controller”) directly and we will respond within a reasonable period of time to any such request by our customer. For more information see our [Privacy Notice.](https://www.moonclerk.com/privacy-policy/) All provisions of the Terms which by their nature should survive termination shall survive termination, including, without limitation, ownership provisions, warranty disclaimers, indemnity and limitations of liability ### No Warranty MOONCLERK AND OFFICERS, DIRECTORS, EMPLOYEES, AND SUPPLIERS PROVIDE THE SITE AND THE SERVICE “AS IS,” AND WITHOUT ANY WARRANTY, EXPRESS, IMPLIED, OR STATUTORY. MOONCLERK’S OFFICERS, DIRECTORS, EMPLOYEES, AND SUPPLIERS SPECIFICALLY DISCLAIM ANY IMPLIED WARRANTIES OF TITLE, MERCHANTABILITY, PERFORMANCE, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. IN ADDITION, NO ADVICE OR INFORMATION (ORAL OR WRITTEN) OBTAINED BY YOU FROM MOONCLERK SHALL CREATE ANY WARRANTY. SOME STATES DO NOT ALLOW THE DISCLAIMER OF IMPLIED WARRANTIES, SO THE FOREGOING DISCLAIMER MAY NOT APPLY TO YOU. THIS WARRANTY GIVE YOU SPECIFIC LEGAL RIGHTS AND YOU MAY ALSO HAVE OTHER LEGAL RIGHTS THAT VARY FROM STATE TO STATE. ### Liability Limit IN NO EVENT SHALL MOONCLERK, AND (AS APPLICABLE) MOONCLERK’S OFFICERS, DIRECTORS, EMPLOYEES, OR SUPPLIERS BE LIABLE FOR ANY DAMAGES WHATSOEVER, WHETHER DIRECT, INDIRECT, GENERAL, SPECIAL, COMPENSATORY, CONSEQUENTIAL, AND/OR INCIDENTAL, ARISING OUT OF OR RELATING TO YOUR CONDUCT IN CONNECTION WITH THE USE OF THE SERVICE, OR THIS AGREEMENT, INCLUDING WITHOUT LIMITATION, LOST PROFITS, BODILY INJURY, EMOTIONAL DISTRESS, OR ANY SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES. MOONCLERK’S LIABILITY, AND (AS APPLICABLE) THE LIABILITY OF MOONCLERK’S, OFFICERS, DIRECTORS, EMPLOYEES, AND SUPPLIERS, TO ANY USER, CLIENT NONPROFIT, OR THIRD PARTY IN ANY CIRCUMSTANCE IS LIMITED TO THE LESSER OF (A) THE AMOUNT OF FEES PAID BY THE CLAIMANT TO MOONCLERK IN THE 12 MONTHS PRIOR TO THE ACT GIVING RISE TO LIABILITY, OR (B) $100. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO THE ABOVE LIMITATION OR EXCLUSION MAY NOT APPLY TO YOU. ### Indemnity You agree to indemnify and hold MoonClerk and (as applicable) any officers, directors, agents, and employees, harmless from any claim or demand, including reasonable attorney’s fees, made by any third party due to or arising out of his, her, or its user of the Services, breach of this Agreement (including any documents it incorporates by reference); or if, you are a customer a breach of any data processing or other agreement executed between you and MoonClerk or violation of any law, including without limitation applicable data protection laws, or the rights of a third party. This indemnification obligation is subject to Customer receiving (i) prompt written notice of such claim (but in any event notice in sufficient time for Customer to respond without prejudice); (ii) the exclusive right to control and direct the investigation, defense, or settlement of such claim; and (iii) all necessary cooperation of MoonClerk at Customer’s expense. Notwithstanding the foregoing sentence, (a) MoonClerk may participate in the defense of any claim by counsel of its own choosing, at its cost and expense and (b) Customer will not settle any claim without MoonClerk’s prior written consent, unless the settlement fully and unconditionally releases MoonClerk and does not require MoonClerk to pay any amount, take any action, or admit any liability. ### Force Majeure No party will be liable for delays in processing or other nonperformance caused by such events as fires, telecommunications failures, utility failures, power failures, equipment failures, labor strife, riots, war, terrorist attack, nonperformance of our vendors or suppliers, acts of God, or other causes over which the respective party has no reasonable control, except that nothing in this section will affect or excuse Your liabilities and obligations to pay the MoonClerk Fees, including without limitation for reversals, chargebacks, claims, fines, fees, refunds or unfulfilled products and Services. ### No Guarantee MoonClerk does not guarantee continuous, uninterrupted access to the Service, and operation of the Service. At any time the Service may be interfered with by numerous factors inside and outside MoonClerk’s control. If any provision of this Agreement is held unenforceable, then such provision will be disregarded, and all remaining provisions of this Agreement shall remain in full force and effect. ### No Agency You agree that MoonClerk is an independent contractor, and no agency, partnership, joint venture, employee-employer, or franchiser-franchisee relationship is intended to be created by this Agreement. ### Choice of Law and Venue This Agreement shall in all respects be interpreted and construed with and by the laws of the State of South Carolina, excluding its conflicts of laws rules, and the United States of America. Any lawsuit or other action to resolve any dispute arising in connection with or on account of any breach or alleged breach of this Agreement shall be brought in a state or federal count in the State of South Carolina having jurisdiction and venue over the action. For this purpose, you waive any objection or defense based on lack of personal jurisdiction. # Build your first MoonClerk form and see how fast recurring payments can launch. URL: https://www.moonclerk.com/try This is the real MoonClerk form builder. Configure title, payment methods, amounts, frequency, confirmations, coupons, and theme — exactly as you would inside the product. Save when it's right and we'll prompt you to sign up to publish. ## Page sections ### Create a payment form. See it as you build. Eyebrow: Live builder · no signup needed This is the real MoonClerk form builder. Configure title, payment methods, amounts, frequency, confirmations, and theme — exactly as you would inside the product. - Amount - Amount (USD) - Description (optional) - Amount(s) - $20.00: Monthly membership - $49.00: Studio Pro plan - $99.00: Team plan - Edits autosave to your browser - Cancel - Confirmation - Confirmation Page Message - Approved. Thanks for your payment. We’ll email your receipt right away. # Page not found. URL: https://www.moonclerk.com/404 We couldn't find that page. Head back to the homepage or jump to pricing. ## Page sections ### We couldn’t find that page. The link may be outdated or the page may have moved. Try the homepage, or jump straight to pricing. - Error 404 ## Blog, customer stories, product, extension, and payment-solution pages # 7 Best Recurring Payment Apps for Collecting Customer Payments URL: https://www.moonclerk.com/best-recurring-payment-apps Business · The MoonClerk Team · 2026-10-10 Compare seven recurring payment app options for subscriptions, memberships, retainers, and donations, including features, pricing, and best-fit use cases. ## Content Key Takeaways MoonClerk is the best fit for straightforward, no-code recurring payments, with flexible forms, customer self-service, and payment recovery tools. Stripe Billing offers the deepest developer control, while Square is most compelling when recurring and in-person sales need to share one system. Choose the payment rail and operating model first; processing, software, accounting, implementation, and payment recovery determine the real cost. A recurring payment app can mean a simple checkout link, a full subscription billing engine, or an accounting workflow with automatic collection. Those products may all charge customers on a schedule, but they solve different problems. How We Evaluated These Apps We compared launch effort, payment methods, billing flexibility, failed-payment handling, customer controls, operating cost, and technical requirements. The numbering is for navigation, not a universal performance ranking; each recommendation depends on the billing model and operating context described. Pricing note: Prices below are publicly listed U.S. rates available on October 11, 2026. Actual fees can vary by plan, payment method, region, transaction type, payment volume, and negotiated agreement. What a Recurring Payment App Should Actually Do At minimum, a recurring payment app should let a customer authorize a payment method once and then charge it on the agreed schedule. The better question is what happens after that first checkout. Can you offer monthly, quarterly, annual, installment, trial, or custom billing schedules? Can customers update payment details, pause, switch plans, or cancel without contacting you? Does the app retry failed payments and communicate with customers when a payment method needs attention? Can you share a link, embed checkout on your site, or connect billing directly to your product? Will payment data, invoices, refunds, and subscription changes reach the other systems your team uses? The right choice gives you enough control for your billing model without turning payment collection into a software project. Recurring Payment App Comparison at a Glance App Best for Payment approach Pricing structure MoonClerk Fast no-code setup Cards, bank, and wallets via Stripe Flat volume tiers plus Stripe fees Stripe Billing Custom product billing Cards, bank, wallets, and local methods Billing fee plus processing Square Subscriptions In-person and online sellers Square-supported methods No monthly fee; processing applies PayPal Subscriptions PayPal-led checkout PayPal and eligible cards or wallets No monthly fee; transaction pricing GoCardless ACH and bank debit Bank debit Per-transaction fees with caps QuickBooks Online Accounting-first billing Cards and ACH via QuickBooks QuickBooks subscription plus processing Chargebee Complex SaaS billing 40+ gateway integrations Platform and gateway fees Pricing structures are simplified for comparison; see the dated vendor sources in each section. 1. MoonClerk Best for: Small businesses and organizations that want flexible recurring payment forms without building a billing system MoonClerk sits in the useful middle ground between a basic payment button and a developer-heavy billing platform. You can create a branded payment form, share it as a link, embed it on a website, or send customers to it from email and social channels. A business can get a recurring plan live without writing code, while still having room for trials, setup fees, coupons, custom fields, and less common billing schedules. That flexibility suits more than conventional subscriptions. Agencies can collect monthly retainers, coaches can offer installment plans, membership organizations can bill dues, and nonprofits can let donors choose an amount or frequency. MoonClerk supports weekly, monthly, quarterly, annual, and custom schedules, as well as plans that end after a fixed period or continue until cancellation. The app also covers the recurring-payment work that becomes visible only after launch. Payers can update their card in a self-service portal, and you can let them pause, cancel, or change their amount or frequency. Automated receipts, upcoming-payment reminders, card-expiration notices, and failed-payment emails with a card-update link reduce routine follow-up, while retries follow your Stripe settings, including Smart Retries. Webhooks can pass payment events to your CRM, email platform, or accounting workflow. Where MoonClerk Fits No-code hosted and embedded checkout forms that can match your brand Flexible recurring schedules, trials, setup fees, coupons, installments, and pay-what-you-want options Customer self-service plus failed-payment recovery and billing notifications The same feature set on every plan, with no per-seat charge MoonClerk uses Stripe for payment processing, so businesses need to account for both services. MoonClerk's plans start at $18 per month for up to $2,000 in monthly payment volume, then move through flat monthly volume tiers. Stripe's processing fees are charged separately. It is the strongest fit when speed, checkout control, and no-code operation matter more than owning subscription infrastructure. Pricing and product source: MoonClerk pricing (accessed October 11, 2026). 2. Stripe Billing Best for: Software companies and developer-led teams that need custom, global, or usage-based billing Stripe Billing is the most infrastructure-oriented option in this list. It can support simple subscriptions, but its advantage appears when billing is part of the product itself. Teams can combine flat-rate, per-seat, tiered, variable, multi-currency, and usage-based pricing, then manage trials, prorations, upgrades, invoicing, and revenue recovery through Stripe's APIs and dashboard. The platform is not code-only. Stripe offers Payment Links, a prebuilt Checkout page, hosted pricing tables, and a customer portal. Still, companies usually get the most value from Stripe Billing when they have technical resources to connect billing events, entitlements, account status, and product access. Where Stripe Billing Earns Its Complexity Strong APIs and broad control over the subscription lifecycle Flexible pricing models, including usage-based and multi-currency billing Global payment coverage across cards, bank methods, wallets, and local options Smart retries, reminders, a hosted customer portal, and subscription schedules Stripe Billing's standard pay-as-you-go price is 0.7% of Billing volume. Stripe Payments fees are additional, with standard U.S. online card pricing listed at 2.9% plus 30 cents per successful domestic card charge. The cost is straightforward to model, but the implementation and ongoing ownership can be heavier than a small service business needs. That tradeoff is worthwhile when billing logic is a product capability and engineering control matters more than plug-and-play simplicity. Pricing and product source: Stripe Billing pricing (accessed October 11, 2026). 3. Square Subscriptions Best for: Businesses that already use Square for point of sale, online sales, appointments, or invoices Square Subscriptions makes the most sense when recurring payments are one part of a broader retail or service operation. A gym, studio, salon, shop, or local membership business can manage subscriptions in the same ecosystem it uses for in-person checkout and other customer payments. Plans can recur weekly, biweekly, monthly, quarterly, semiannually, or annually. Businesses can set trials and end dates, share checkout links, create QR codes, or add checkout links to their website. Staff can also adjust start dates, update payment information, and pause or resume plans from the Square Dashboard. Where Square Works Best A natural fit with Square point of sale and the wider Square commerce system Easy enrollment through checkout links and QR codes Useful schedule options for memberships, services, donations, and local businesses No monthly software fee for Square Subscriptions itself Payment processing fees still apply, and Square's current rates depend on plan and transaction type. Businesses with complex usage billing, detailed subscription analytics, or a highly customized customer portal may outgrow its simpler subscription layer. Square is most compelling when recurring payments need to sit beside everyday sales activity in one familiar system. Pricing and product source: Square Subscriptions support and Square Subscriptions overview (accessed October 11, 2026). 4. PayPal Subscriptions Best for: Businesses whose customers already prefer and trust PayPal checkout PayPal Subscriptions turns a familiar consumer payment account into a recurring checkout option. Businesses can define billing cycles, add a one-time setup fee, offer free or discounted trials, and manage subscription activity from a PayPal business account. PayPal also provides APIs for teams that want to integrate recurring payments into their own product experience. Its clearest advantage is customer familiarity. A customer who already has a PayPal account may be able to subscribe without typing card details into a new checkout. That can be useful for creators, online services, international audiences, and businesses where PayPal is already a common one-time payment method. The PayPal Advantage A recognizable checkout backed by PayPal's consumer account network Daily, weekly, monthly, and annual schedules Trials, setup fees, automated notifications, retries, and reporting No monthly fee or setup fee for the standard recurring payments offer PayPal lists a U.S. recurring-payment transaction fee of 3.49% plus 49 cents. Customers may manage subscriptions and payment methods through their PayPal settings, which is convenient but gives the merchant less ownership of the experience than a fully branded checkout and portal. It is a focused choice when PayPal's name and wallet experience are likely to reduce checkout friction for the customer base. Pricing and product source: PayPal recurring payments (accessed October 11, 2026). 5. GoCardless Best for: Businesses that want to collect recurring payments directly from customer bank accounts GoCardless is built around bank debit rather than cards. In the United States, that means ACH pull payments authorized by the customer. This can be attractive for high-value invoices, retainers, tuition, membership dues, and other predictable payments where card percentage fees or expiring cards create unnecessary cost and churn. Businesses can create fixed subscriptions, installment schedules, and flexible payment plans from the dashboard or API. Hosted payment pages help customers set up a mandate, while links and integrations can connect GoCardless to invoicing and accounting tools. Its international coverage also supports bank payments from more than 30 countries. Where Bank Debit Changes the Economics Purpose-built collection by ACH and other bank debit schemes Fixed subscriptions, installments, and flexible schedules Dashboard, API, hosted pages, and more than 350 partner integrations Transaction caps that can make larger domestic payments economical GoCardless Standard is listed at 0.5% plus 5 cents per domestic transaction, capped at $5. Advanced and Pro cost more and add features such as intelligent retries, account verification, and fraud protection. Because GoCardless specializes in bank payments, it is not a direct replacement for a card-first checkout when customers expect card or wallet choice. GoCardless is strongest when bank debit fits customer expectations and reducing the cost or failure rate of recurring card payments is the priority. Pricing and product source: GoCardless pricing (accessed October 11, 2026). 6. QuickBooks Online Best for: Service businesses that want recurring invoices, automatic payment, and bookkeeping in the same workflow QuickBooks Online approaches recurring payments from the invoice and accounting side. A business creates a recurring invoice, enables QuickBooks Payments, and lets the customer enroll in Autopay. Future invoices in the series can then be paid automatically, with the transaction recorded in the books. That flow is especially practical for accountants, consultants, landscapers, tutors, maintenance providers, and other businesses that sell an ongoing service but still want each charge represented by an invoice. It reduces reconciliation work because the invoice, payment status, deposit, and accounting record remain connected. Where QuickBooks Keeps the Workflow Together Recurring invoice creation, automatic collection, and bookkeeping in one system Support for credit, debit, and ACH through QuickBooks Payments Payment status that stays visible in the invoice activity record A familiar workflow for businesses already running their books in QuickBooks There are meaningful constraints. QuickBooks Payments and a QuickBooks Online subscription are required. Autopay applies to pay-enabled recurring invoices of $5,000 or less, and the customer needs an Intuit account to enroll. If the total amount, frequency, terms, payment options, email address, or customer name changes, QuickBooks cancels Autopay and the customer must enroll again. For businesses that prioritize clean accounting and invoice history over a subscription storefront, those constraints may be acceptable. Pricing and product source: QuickBooks Autopay support (accessed October 11, 2026). 7. Chargebee Best for: Growing SaaS and subscription companies with complex pricing, finance, and revenue operations Chargebee is a billing orchestration platform rather than a payment processor. It sits between a company's product, CRM, finance stack, and payment gateways, then manages the subscription and invoicing logic across them. That makes it a strong candidate for businesses handling usage charges, hybrid contracts, multiple entities, sales-assisted quotes, or frequent pricing changes. The platform supports hosted and embedded checkout, a customer portal, a detailed product catalog, coupons, credit notes, calendar billing, consolidated invoicing, usage ingestion, subscription analytics, and integrations across accounting, tax, CRM, and support systems. Chargebee lists more than 40 payment gateway integrations, so a company can choose processors based on geography or business requirements. When Billing Becomes Infrastructure Broad support for flat, tiered, volume, per-unit, package, and usage-based pricing Complex invoicing, product catalog, analytics, and revenue operations capabilities More than 40 payment gateway integrations instead of a single processor Enterprise options for multiple entities, account hierarchies, contracts, and controls Chargebee's Flow plan is listed at 0.8% of monthly invoicing volume with no base fee, or $99 per month plus 0.65% for higher volumes; enterprise pricing differs, and payment gateway fees are separate. Its scope can be valuable for a mature subscription business, but implementation, governance, and total cost are likely excessive for a small team collecting a predictable monthly amount. Pricing and product source: Chargebee pricing (accessed October 11, 2026). How to Choose the Best Recurring Payment App Feature lists are helpful, but the fastest way to narrow the field is to follow the money and the work around it. Start With How Customers Prefer to Pay Cards and wallets are convenient for fast online checkout. Bank debit can lower costs on larger recurring charges and avoid expired-card failures. PayPal may be valuable when customers already use it. Choose the payment experience your audience will actually complete, then compare apps that support it well. Match the Tool to Your Billing Logic A monthly retainer does not need the same infrastructure as usage-based SaaS pricing. Write down your real plans, including trials, setup fees, installment periods, upgrades, pauses, prorations, and cancellation rules. Ask each vendor to show those exact scenarios. Calculate the Whole Cost Add the recurring payment app fee, payment processing, accounting software, paid integrations, premium support, migration, and the staff time required to operate the system. Also consider what failed-payment recovery is worth. A lower sticker price can lose its advantage if the workflow creates manual work or leaves more revenue uncollected. Test the Customer Lifecycle Run a real plan from signup through renewal. Then test a declined payment, card update, pause, price change, refund, and cancellation. The best recurring payment app should make ordinary exceptions easy for both your customer and your team. Check the Connections That Matter Confirm how payment events reach your accounting system, CRM, email platform, analytics, and product access controls. A long integration directory is less important than reliable connections to the few tools your business uses every day. Put Recurring Payment Collection on Autopilot The best recurring payment app is the one that fits the way you sell and removes work after the customer signs up. A simple service business should not need enterprise billing infrastructure. A global software company should not force complex product logic into a basic payment button. MoonClerk is built for businesses and organizations that want the practical middle: flexible recurring plans, a polished checkout, useful automation, and a setup process that does not depend on developers. Ready to Make Recurring Payments Easier? Create your first MoonClerk payment form and explore the app free, with no credit card required. Explore MoonClerk Recurring Payment App FAQs What is a recurring payment app? A recurring payment app stores a customer's payment authorization and automatically charges the approved payment method on a schedule. Depending on the product, it may also create invoices, manage subscriptions, retry failed payments, and give customers self-service controls. What is the best recurring payment app for a small business? For a small business that wants branded, flexible recurring payment forms without a custom integration, MoonClerk is a strong fit. Square may suit a business already using Square for in-person sales, while QuickBooks can work well when recurring invoices and bookkeeping are the center of the workflow. Can I collect recurring payments without a website? Yes. Several apps in this guide let you send a hosted checkout link by email, text, or social media. MoonClerk, Square, PayPal, and GoCardless all offer forms or links that do not require you to build a full ecommerce site. Are recurring payments the same as recurring invoices? No. A recurring invoice is generated on a schedule, but the customer may still need to pay it manually. A recurring payment automatically collects the amount from an authorized payment method. Some products, including QuickBooks Online, connect the two by adding Autopay to recurring invoices. Which recurring payment app is best for ACH? GoCardless is purpose-built for bank debit and is a strong ACH-focused option. MoonClerk can also accept ACH bank payments (for US-based accounts) alongside cards, which is useful when a business wants bank payments and cards in the same checkout. Do I need a developer to set up recurring payments? Usually not. MoonClerk, Square, PayPal, GoCardless, and Stripe all provide at least one no-code path. A developer becomes more important when billing needs to control product access, calculate usage, support custom account logic, or live inside a proprietary application. # Accounting Firms URL: https://www.moonclerk.com/payment-solutions/billing-software-for-accountants Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Billing Software for Accountants MoonClerk’s billing software for accountants lets you focus on your clients rather than with difficult-to-use payment systems. Perfect for Accounting Firms As a accountant you likely have patients taxes to prepare, clients to advise, and an office to run. MoonClerk’s billing software for accountants takes the hassle out of figuring out a way to get paid for your services. If your clients have contracted your services on retainer, MoonClerk allows you to set them up on a recurring plan and takes care of charging their card at the scheduled times. You can allow your clients to pay their invoices online – by email or from your website. Additionally, your staff can use MoonClerk as a virtual register to check out clients in your office. Whether it’s one-off payments, recurring payments, or variable amounts over time, MoonClerk makes the entire process painless for you and your patients. Start Immediately "You can have your accounting firm up and running and accepting your first payments in 5 minutes without any programming. No need to worry about merchant accounts, security, or hiring a programmer either. Our billing software for accountants takes care of everything and you're instantly approved." Get Paid Faster Don't wait for your clients to pay. Whether a client is checking out in your office, on your website, or from an emailed invoice, they can enter their credit or debit card information and pay immediately. If it's a recurring invoice, MoonClerk charges their card automatically every time they're scheduled to pay. Manage Your Clients Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. Export all of your data in a spreadsheet at any time. If for some reason your client's card is rejected, they'll receive a notification and be able to update their billing information. Additionally, you'll be notified and be able to update their account and card information. Accept Payments in Your Office You can use MoonClerk as a "virtual terminal" so that clients can check out in your office. Our payment forms automatically resize to whatever device you may be on. So, you can check your patients out using your smartphone, tablet, or computer. Accept Payments on Your Website Allow your patients to pay on your website. You can embed the entire checkout process on your site or you can link to it from anywhere. Easily style the checkout experience by choosing fonts and colors, adding your logo, and more. # Agencies URL: https://www.moonclerk.com/payment-solutions/agency-software-for-billing Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Agency Software For Billing Whether you're a marketing agency, a design agency, a dev agency, a web agency, or anything else, MoonClerk can help you automate your back-office. Agency software for billing has never been easier. Let MoonClerk make sure you get paid on-time, every time. Perfect for Agencies As an agency, you have deadlines to meet, milestones to accomplish, and invoices to send. Let MoonClerk act as your personal “clerk,” making sure your firm get paid on-time every month. Whether you charge for one-off projects, bill monthly retainers, or charge recurring fees, MoonClerk’s system agency software for billing makes the entire process painless for you and your clients. We’re a payment system that gets out of your way. We’re not chock-full of features you won’t ever use. MoonClerk lets you spend more time doing the work you love rather than dealing with payments. With MoonClerk’s automated recurring billing system you can focus on building your business rather than tracking down clients or dealing with difficult-to-use payment systems. Get Paid Faster Don't wait for your clients to send in their payments. Let them click a link, enter their credit or debit card information and pay the invoice immediately. If the invoice is recurring, MoonClerk charges your client's card automatically every time they're scheduled to pay. Automate Your Back-Office Save time so you can focus on your business. We take care of charging your clients' cards or bank accounts according to the schedule you set. Integrate with hundreds of other systems. Quickly glance at who's paid and up-to-date and who isn't. Retry failed payments automatically and give your clients self-service control of their billing. Send automatic, customizable email notifications on a wide variety of events. Filter and export all of your data. And much more. Do It Yourself Even though as an agency, you may have the know-how to build your own payment system, there's no need to waste your valuable time on programming. MoonClerk lets you use Stripe, one of the most trusted payment processors on the internet, without having to write a single line of code. You can be up-and-running and accepting your first payment in 5 minutes. Make Your Billing Beautiful As a agency you probably care about design. MoonClerk lets you match your brand with colors, fonts, logos, and even custom CSS. You can link to a payment form from an email or embed it right on your site. # Attorneys URL: https://www.moonclerk.com/payment-solutions/legal-billing-software Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Legal Billing Software Legal billing software has never been easier. Let MoonClerk make sure you get paid on-time, every time. Perfect for Attorneys As an attorney, you have clients to meet, deadlines to beat, and an office to run. Let MoonClerk act as your personal “clerk,” making sure your clients pay you on time, every time. Whether you bill your clients for monthly retainers or charge for one-off consultations, MoonClerk’s legal billing software makes the entire process painless for you and your clients. We’re a payment system that gets out of your way. We’re not chock-full of features you won’t ever use. With MoonClerk, you can focus on building your business and helping your clients rather than dealing with payments issues. Get Paid Faster Don't wait for your clients to send in their payments. Let them click a link, enter their credit or debit card information and pay the invoice immediately. If the invoice is recurring, MoonClerk charges your client's card automatically every time they're scheduled to pay. Make Your Billing Beautiful MoonClerk lets you match your brand with colors, fonts, logos, and even custom CSS. You can link to a payment form from an email or embed it right on your site. Manage Your Clients Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. If for some reason your client's card is rejected, they'll receive a notification and be able to update their own billing information. Additionally, you'll be notified and be able to update their account and card information. Do It Yourself You don't need to be a technical wizard to set up and use MoonClerk's legal billing software. You can be up-and-running and accepting your first payment in 5 minutes. # Automation URL: https://www.moonclerk.com/feature/automation Product feature Time is money. Save both by converting your everyday tasks into "set-it and forget-it" automations. ## Content Automate Your Administrative Life Time is money. Save both by converting your everyday tasks into "set-it and forget-it" automations. Recurring Payments Stop sending monthly invoices, tracking down late-payments, or worrying about your cash flow. With MoonClerk, payers enter their billing info once and we take care of auto-charging them according to schedule. Integrations Reduce the time it takes to run your business or organization by connecting MoonClerk to the other tools you use. Automatic Email Notifications Send automatic email notifications to your payers, your team, and yourself. Customize each email with merge fields. Choose to send emails based on: Successful Payments Recurring Plans Created Failed Payments on a Recurring Plan Recurring Plans Ended Card Expiration Dates Approaching Upcoming Payments Successful Refunds And More Self-Service Controls for Payers Give your payers control over their recurring plans with our Payer Portal. Choose to allow them to cancel their plans, view their payment history, or update their: Card Information Name & Email Custom Field Responses Frequency Amount Charge Days Robust Developer Tools Programatically automate even further with our developer tools: READ ONLY REST-style API Pass and retrieve custom parameters to/from checkouts Pass Name, Email, and Amount through to checkout URLS Webhook integration with Stripe # Back-Office URL: https://www.moonclerk.com/feature/back-office Product feature Use the MoonClerk dashboard to oversee your business operations without having to master anything new. ## Content 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. 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. # Billing URL: https://www.moonclerk.com/feature/billing Product feature Configure payment forms with granular control over how you want to charge your payers. ## Content Flexible Billing Options Configure payment forms with granular control over how you want to charge your payers. Set When Recurring Plans Start and Run Start recurring plans at checkout or in the future. Or, let payers decide. We charge their cards according to schedule. And, you can change everything after-the-fact. Charge payers the day they check out Set a day of the week/month payers are to be charged Set a specific date in the future payers will be charged Set a trial period after which payers will be charged Let payers decide at checkout when their plans start Control How Much and How Often You Charge Your Payers Mix and match a variety of recurring amounts, one-time upfront charges, recurring fees, and frequencies. Gather Information with Custom Fields No need to pay for a separate form builder. Collect unlimited information at checkout with your MoonClerk forms. Make the following custom fields optional or required: Address (including US address verification) Single line and paragraph text Checkboxes, radio buttons, and dropdowns Date and Time File Upload Email Phone Number Website (URL) Installment, Evergreen, and Limited Duration Plans Installment Create payment plans to help your clients afford your product/service (Ex. $1,000 over 10 months at $100/mo) Evergreen Charge payers indefinitely so their recurring plans don't end until the plans are manually canceled. Limited Duration Limit the number of periods you charge payers so that their recurring plans end after a set timeframe. Open Forms Allow all billing options to be decided at checkout, giving forms even more use-cases. Allow all billing options to be decided at checkout, giving forms even more uses. Use Our Robust Coupon System Create unlimited custom coupons that your payers enter before they complete their checkouts. You can always add, change, or remove coupons after checkout. Create coupons for one-time or recurring checkouts. Apply coupons to one or multiple payments in a recurring plan Limit the number of redemptions Decide if the coupon is an amount or percentage Limit a coupon to a specific payment form Set the date after which a coupon won't work And Much More # Builders URL: https://www.moonclerk.com/payment-solutions/construction-billing-software Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Construction Billing Software With MoonClerk's construction billing software, you can focus on building your business rather than tracking down late-paying customers or sending out invoices. Perfect for Builders As a residential or commercial builder, you have a business to grow, crews to manage, projects to quote, and invoices to collect. Let MoonClerk’s construction billing software help you get paid on-time, every time. No more mailing out paper invoices and hoping your clients send in their checks. Instead, email your client an invoice as an attachment and include a link to a MoonClerk payment form in the email. Your clients can click the link and pay you with their credit or debit card on the spot. If you’ve set them up on a recurring payment plan, you can easily charge your customer’s card for additional one-off services at any time – no need to ask for their card again or to wait for them to send a check. Whether you charge for one-off payments, set up recurring payment plans, or charge variable amounts over time, MoonClerk makes the entire process painless for you and your clients. Get Paid Faster Don't wait for your clients to send their payments. Send them an email with a secure link they can click on to enter their credit or debit card information and pay your invoice immediately. If it's a recurring invoice, MoonClerk charges their card automatically every time they're scheduled to pay. Manage Your Clients Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. Export all of your information in a spreadsheet at any time. If for some reason your customer's card is rejected, we handle sending out automatic emails so they can update their card themselves. You'll also be notified and be able to update it for them. Accept Payments In-the-Field You can have your clients pay you on your iPhone, iPad, or Android while you're at their home or business. Our payment forms automatically resize to whatever device you may be on. Accept Payments on Your Website Allow your customers to pay on your website. You can embed the entire checkout process on your site or you can link to it from anywhere. Easily style the checkout to match your site by choosing fonts and colors, and adding your logo. Start Immediately You can be up and running and accepting your first payments in 5 minutes without being a computer whiz. No need to worry about merchant accounts, security, or hiring a programmer either. Our construction billing software takes care of everything and you're instantly approved. # Checkouts URL: https://www.moonclerk.com/feature/checkouts Product feature Maximize completed checkouts and minimize abandoned ones. Meet the "It-Just-Works" checkout experience. ## Content More Successful Checkouts Maximize completed checkouts and minimize abandoned ones. Meet the "It-Just-Works" checkout experience. Professional Design, Easily Tailored With a professional-looking checkout, you make a good impression and things just seem easier for your payers. Get great out-of-the-box design or style the checkout process to match your brand. Add custom colors to match your palette Choose from a variety of different fonts Upload your own background images Use your own logo Add custom CSS Embed the checkout on your site Match Your Brand Just a few examples of what you can do to customize the design of MoonClerk checkouts. Multiple Payment Methods While credit and debit cards are the most popular method of payment, you can also allow your payers the option to check with ACH/e-checks, SEPA, BECS, and Bacs. And, we offer express checkouts with Apple Pay, Google Pay, Stripe Link, and CashApp. Accept Payments Anywhere MoonClerk hosts all payments forms, regardless of where you're placing them. And, they work on any device. Bank-level secure and compliant, out-of-the-box. # Chiropractors URL: https://www.moonclerk.com/payment-solutions/chiropractic-billing-software Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Chiropractic Billing Software Chiropractic billing software has never been easier. Perfect for Chiropractors As a chiropractor you have patients to adjust, treatments to prescribe, and an office to manage. Let MoonClerk’s chiropractic billing software take the worry out of getting paid. Set your patients up on monthly membership programs where they receive a discounted rate and in return you get paid every month, regardless of whether they visit. Or, just as easily, charge for a single visit. Whether it’s one-off payments, recurring payments, or variable amounts over time, MoonClerk makes the entire process painless for you and your patients. MoonClerk lets you spend more time doing the work you’re trained to do and less time dealing with paperwork. With MoonClerk’s chiropractic billing software, you can focus on your patients rather than with difficult-to-use payment systems. Let MoonClerk act as your personal “clerk,” making sure you get paid efficiently and on-time. Start Immediately You can have your chiropractic practice up and running and accepting your first payments in 5 minutes without any programming. No need to worry about merchant accounts, security, or hiring a programmer either. Our chiropractic billing software takes care of everything and you're instantly approved. Get Paid Faster Don't wait for your patients to send their payments. Let them click a link, enter their credit or debit card information and pay your invoice immediately. If it's a recurring invoice, MoonClerk charges their card automatically every time they're scheduled to pay. Manage Your Patients Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. Export all of your data in a spreadsheet at any time. If for some reason your patient's card is rejected, you'll know and be able to update their account and card information. Accept Payments in Your Office You can use MoonClerk as a "virtual terminal" so that patients can check out in your office. Our payment forms automatically resize to whatever device you may be on. So, you can check your patients out using your smartphone, tablet, or computer. Accept Payments on Your Website Allow your clients to pay on your website. You can embed the entire checkout process on your site or you can link to it from anywhere. Easily style the checkout experience by choosing fonts and colors, adding your logo, and more. # Churches URL: https://www.moonclerk.com/payment-solutions/online-giving-for-churches Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Online Giving for Churches Ultimately, an online giving system is a tool to help make life easier for your church staff and your church members. MoonClerk provides online giving for churches in the most efficient manner possible so that you can focus on fulfilling your church's mission. Perfect for Churches MoonClerk provides online giving for churches of all sizes. Our cost-effective, easy-to-use tithing and online giving system can handle recurring and one-time gifts. MoonClerk allows any church to start accepting donations within minutes without any application process or programming required. We understand your back-office needs for reporting, bookkeeping, and gathering custom information from givers. We help reduce the headaches normally involved in online giving for churches Your church can use MoonClerk for: Accepting Monthly, Quarterly, and Annual Recurring Tithes Online Accepting One-Time Gifts Online Supporting Individual Missionaries and Staff Giving to Specific Funds Online Capital Campaigns Trips and One-off Projects Mobile Giving Accept Online Tithes With Ease Accept recurring and one-time gifts all in one place. Increase the predictability of your church's revenue stream by encouraging your church members to set up recurring tithes. We take care of making sure their account is automatically charged. Launch Immediately Setting up online giving for churches has never been quicker or easier. Your church can be up-and-running and accepting your first donation in 5 minutes without any programming. No need to worry about merchant accounts or security either. We take care of everything and you're instantly approved. Reduce Administrative Headaches MoonClerk's integrated form builder lets you gather as much information from donors as you need. Our minimalist dashboard gets out of the way so you can quickly glance at your donors and their history and export that information in a spreadsheet. MoonClerk automatically sends out giving receipts and even helps if a donor's card is rejected. Increase Conversation Rates Some systems that offer online giving for churches require you to link to a separate donation form on another website. This can be a jarring experience for anyone trying to give and can reduce conversion rates - the likelihood that they will complete their gift. MoonClerk allows you to style the entire process to look like your church's brand and then embed it on your site so givers never have to leave your site, increasing conversion rates along the way. Offer Mobile Giving Our payment forms automatically resize to whatever device a donor may be on. So, anyone can use their smartphone, tablet, or computer to make a gift to your church. Match Your Brand Easily style the donation experience to match your church's brand by choosing fonts and colors, adding your logo, and even including custom CSS. You can embed the entire checkout process on your site or you can link to it from anywhere. # Cleaning Services URL: https://www.moonclerk.com/payment-solutions/cleaning-service-software Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Cleaning Service Software for Billing With MoonClerk's cleaning service software for billing, you can focus on building your business rather than tracking down late-paying customers or sending out invoices. Perfect for Cleaning Services If you run a cleaning service, you have a business to grow, homes and offices to clean, and invoices to collect. Let MoonClerk’s cleaning service software for billing help you get paid on-time, every time by automatically charging your customer’s card on a recurring basis. You can also charge your customer’s card for one-off , irregular services when they sign up or at any time after they’re signed up for scheduled recurring payments – no need to ask for their card again or to wait for them to send a check. Whether you charge for one-off payments, recurring payments, or variable amounts over time, MoonClerk makes the entire process painless for you and your customers. Get Paid Faster Don't wait for your customers to send their payments. Send them an email with a secure link they can click on to enter their credit or debit card information and pay your invoice immediately. If it's a recurring invoice, MoonClerk charges their card automatically every time they're scheduled to pay. Manage Your Customers Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. Export all of your information in a spreadsheet at any time. If for some reason your customer's card is rejected, we handle sending out automatic emails so they can update their card themselves. You'll also be notified and be able to update it for them. Accept Payments In-the-Field You can have your customers pay you on your iPhone, iPad, or Android while you're at their home or business. Our payment forms automatically resize to whatever device you may be on. Accept Payments on Your Website Allow your customers to pay on your website. You can embed the entire checkout process on your site or you can link to it from anywhere, like Facebook. Easily style the checkout to match your site by choosing fonts and colors, and adding your logo. Start Immediately Your can be up and running and accepting your first payments in 5 minutes without being a computer whiz. No need to worry about merchant accounts, security, or hiring a programmer either. Our cleaning service software for billing takes care of everything and you're instantly approved. # Coaches URL: https://www.moonclerk.com/payment-solutions/coaching-software-for-billing Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Coaching Software For Billing Whether you're a business coach, a life coach, a health coach, a fitness coach, or anything else, MoonClerk can help you automate your back-office. Coaching software for billing purposes has never been easier. Let MoonClerk make sure you get paid on-time, every time. Perfect for Coaches As a coach, you have deadlines to meet, milestones to accomplish, and clients to please. Let MoonClerk act as your personal “clerk,” making sure your clients pay you on time, every time. Whether you charge your clients for one-off projects or bill monthly retainers, MoonClerk’s coaching software for billing makes the entire process painless for you and your clients. We’re a payment system that gets out of your way. We’re not chock-full of features you won’t ever use. With MoonClerk, you can focus on building your business and providing value to your clients rather than dealing with payments issues. Get Paid Faster Don't wait for your clients to send in their payments. Let them click a link, enter their credit or debit card information and pay the invoice immediately. If the invoice is recurring, MoonClerk charges your client's card automatically every time they're scheduled to pay. Automate Your Back-Office Save time so you can focus on your business. We take care of charging your clients' cards or bank accounts according to the schedule you set. Integrate with hundreds of other systems. Quickly glance at who's paid and up-to-date and who isn't. Retry failed payments automatically and give your clients self-service control of their billing. Send automatic, customizable email notifications on a wide variety of events. Filter and export all of your data. And much more. Do It Yourself You don't need to be a technical wizard to set up and use MoonClerk's consultant billing software. MoonClerk lets you use Stripe, one of the most trusted payment processors on the internet, without having to write a single line of code. You can be up-and-running and accepting your first payment in 5 minutes. Make Your Billing Beautiful MoonClerk lets you match your brand with colors, fonts, logos, and even custom CSS. You can link to a payment form from an email or embed it right on your site. # Consultants URL: https://www.moonclerk.com/payment-solutions/consultant-billing-software Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Consultant Billing Software Consultant billing software has never been easier. Let MoonClerk make sure you get paid on-time, every time. Perfect for Consultants As a consultant, you have deadlines to meet, milestones to accomplish, and clients to please. Let MoonClerk act as your personal “clerk,” making sure your clients pay you on time, every time. Whether you charge your clients for one-off projects or bill monthly retainers, MoonClerk’s consultant billing software makes the entire process painless for you and your clients. We’re a payment system that gets out of your way. We’re not chock-full of features you won’t ever use. With MoonClerk, you can focus on building your business and providing value to your clients rather than dealing with payments issues. Get Paid Faster Don't wait for your clients to send in their payments. Let them click a link, enter their credit or debit card information and pay the invoice immediately. If the invoice is recurring, MoonClerk charges your client's card automatically every time they're scheduled to pay. Make Your Billing Beautiful MoonClerk lets you match your brand with colors, fonts, logos, and even custom CSS. You can link to a payment form from an email or embed it right on your site. Manage Your Clients Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. If for some reason your client's card is rejected, they'll receive a notification and be able to update their own billing information. Additionally, you'll be notified and be able to update their account and card information. Do It Yourself You don't need to be a technical wizard to set up and use MoonClerk's consultant billing software. MoonClerk lets you use Stripe, one of the most trusted payment processors on the internet, without having to write a single line of code. You can be up-and-running and accepting your first payment in 5 minutes. # Coworking Facilities URL: https://www.moonclerk.com/payment-solutions/coworking-software Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Coworking Software For Billing MoonClerk's coworking software for billing allows you to collect rent and manage coworker payments, making sure you get paid on-time, every time. Perfect for Coworking Facilities If you run a coworking facility, you know one of the biggest hassles is keeping track of all of the payments from every coworker and making sure everyone is up-to-date. With MoonClerk’s coworking software for billing , you can collect rent from coworkers and visitors and we take care of charging their cards every month (or other frequencies.) You get paid on-time, every time and never have to deal with gathering and depositing checks or tracking down late-payers. You can charge up-front fees for things like security deposits or key fobs, and also charge a coworkers’ cards for one-off fees at any time after they’re signed up for scheduled recurring payments – no need to ask for their card again or to wait for them to send a check. Whether it’s one-off payments, recurring payments, or variable amounts over time, MoonClerk provides convenience for you and for your coworkers. Start Immediately You can accept your first payment and collect rent online in 5 minutes without any programming. No need to worry about merchant accounts, security, or hiring a programmer either. Our coworking software for billing takes care of everything and you're instantly approved. Get Paid Faster Don't wait for coworkers to send their payments. Send them an email with a link to a MoonClerk payment form. They can click the link, enter their credit or debit card information, and pay you on the spot. If it's a recurring payment, MoonClerk charges their card automatically every time they're scheduled to pay. Manage Coworkers Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. Export all of your data in a spreadsheet at any time. If for some reason a tenants's card is rejected, we handle sending out automatic emails so they can update their card themselves. You'll also be notified and be able to update it for them. Accept Payments on Your Website Allow coworkers to pay on your website. You can embed the entire checkout process on your site or you can link to it from anywhere, allowing you to collect rent online. Easily style the checkout experience by choosing fonts and colors, adding your logo, and more. Provide Flexibility Give refunds. Change recurring rent amounts. Create custom payment frequencies. Change card charge dates. Cancel rent payments. Give trial periods. Give discounts. Charge upfront fees. # Crossfit URL: https://www.moonclerk.com/payment-solutions/crossfit-software-for-billing Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content CrossFit Software For Billing MoonClerk’s CrossFit software for billing helped CrossFit Abellire grow 600% in just 7 months. Perfect for Your Box As a Box owner, you have WODs to schedule, athletes to train, and a business to market. Let MoonClerk’s CrossFit software for billing take the worry out of getting paid. Make sure your members pay on-time every month by automatically charging their card on a recurring basis. Or, if you need to charge for single payments that cover an entire period, you can do that as well. Whether it’s one-off payments or recurring payments, MoonClerk makes the entire process painless for you and your athletes. With MoonClerk’s CrossFit software, you can spend more time doing the work you love – training your athletes – than dealing with difficult-to-use payment systems. Start Immediately You can have your Box up and running and accepting your first payments in 5 minutes without any programming. No need to worry about merchant accounts, security, or hiring a programmer either. Our CrossFit software takes care of everything and you're instantly approved. Accept Recurring or One-Time Payments Set your athletes up on a recurring payment plan and MoonClerk will take care of charging their cards automatically every time they're scheduled to pay. Or, accept one-time payments just as easily. Manage Your Athletes Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. Export all of your data in a spreadsheet at any time. If for some reason a member's card is rejected, they'll receive a notification and be able to update their billing information. Additionally, you'll be notified and be able to update their account and card information. Accept Payments at Your Box You can use MoonClerk as a "virtual terminal" so that members can check out at your box. Our payment forms automatically resize to whatever device you may be on. So, you can check your members out using your computer, tablet, or smartphone. Accept Payments on Your Website Allow your members to pay on your website. You can embed the entire checkout process on your site or you can link to it from anywhere. Easily style the checkout experience by choosing fonts and colors, adding your logo, and more. # Crowdfunding URL: https://www.moonclerk.com/crowdfunding Extension Run unlimited crowdfunding campaigns. Set goal amounts and end-dates, publish your campaigns, and publicly track your progress. ## Content Run crowdfunding campaigns Run Unlimited Crowdfunding Campaigns Invite others to fund your cause or project. Publicly track your progress towards your goals. Add our Crowdfunding extension for free. Create and Manage Campaigns Set goal amounts Set end dates Connect a MoonClerk payment form to each campaign See who gave to your campaigns in your MoonClerk dashboard Style Your Campaigns to Match Your Brand In addition to designing the payment form, you can style your public crowdfunding campaign pages with your own header images, brand colors, campaign title, and description. Publicly Track Your Progress Publish and promote your campaigns Payments are automatically applied to the goal amounts on the public campaign pages Manually add "offline" payments that apply towards the goal amounts Read step-by-step instructions and more details in our Help docs. # Dances Studios URL: https://www.moonclerk.com/payment-solutions/dance-studio-software Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Dance Studio Software For Billing Let MoonClerk's dance studio software for billing act as your studio's personal "clerk," making sure you get paid efficiently and on-time. Perfect for Dance Studios As a dance instructor, you have classes to teach, a studio to manage, and a business to market. Let MoonClerk’s dance studio software for billing take the worry out of getting paid. Make sure your students pay on-time every month by automatically charging their card on a recurring basis. Or, if you need to charge for single payments that cover an entire period, you can do that as well. Whether it’s one-off payments or recurring payments, MoonClerk makes the entire process painless for you and your students. With MoonClerk’s dance studio software, you can spend your time doing the work you love rather than dealing with difficult-to-use payment systems. Start Immediately You can have your studio up and running and accepting your first payments in 5 minutes without any programming. No need to worry about merchant accounts, security, or hiring a programmer either. Our dance studio software for billing takes care of everything and you're instantly approved. Accept Recurring or One-Time Payments Set your students or their parents up on a recurring payment plan and MoonClerk will take care of charging their cards automatically every time they're scheduled to pay. Or, accept one-time payments just as easily. Manage Your Students Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. Export all of your data in a spreadsheet at any time. If for some reason a student's or parent's card is rejected, they'll receive a notification and be able to update their billing information. Additionally, you'll be notified and be able to update their account and card information Accept Payments at Your Studio You can use MoonClerk as a "virtual terminal" so that members can check out at your studio. Our payment forms automatically resize to whatever device you may be on. So, you can check your students or their parents out using your computer, tablet, or smartphone. Accept Payments on Your Website Allow your students or parents to pay on your website. You can embed the entire checkout process on your site or you can link to it from anywhere. Easily style the checkout experience by choosing fonts and colors, adding your logo, and more. # Day Care & Child Care Centers URL: https://www.moonclerk.com/payment-solutions/child-care-billing-software Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Child Care Billing Software Child care billing software has never been easier. Let MoonClerk act as your personal "clerk," making sure you get paid efficiently and on-time. Perfect for Day Care and Child Care Centers If you run a day care center, you have children to care for, parents to deal with, and and a business to run. Let MoonClerk’s child care billing software help you get paid on-time, every time by automatically charging your every parent’s card on a recurring basis. You can also charge every parent’s card for one-off fees at any time after they’re signed up for a scheduled recurring payments – no need to ask for their card again or to wait for them to send a check. MoonClerk can act as your “virtual register” for charging parents when they come into your center. Whether it’s one-off payments, recurring payments, or variable amounts over time, MoonClerk makes the entire process painless for you and your patients. With MoonClerk’s child care billing software, you can focus on caring for children rather than with difficult-to-use payment systems or having to track down payments from parents. Start Immediately You can have your day care up and running, accepting your first payment in 5 minutes without any programming. No need to worry about merchant accounts, security, or hiring a programmer either. Our child care billing software takes care of everything and you're instantly approved. Get Paid Faster Don't wait for parents to send their payments. Let them enter their credit or debit card information and pay you immediately. If it's a recurring invoice, MoonClerk charges their card automatically every time they're scheduled to pay. Manage Accounts Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. Export all of your data in a spreadsheet at any time. If for some reason a parent's card is rejected, we handle sending out automatic emails so they can update their card themselves. You'll also be notified and be able to update it for them. Accept Payments at Your Location You can use MoonClerk as a "virtual terminal" so that parents can check out in your office. Our payment forms automatically resize to whatever device you may be on. So, you can check parents out using your smartphone, tablet, or computer. Accept Payments on Your Website Allow parents to pay on your website. You can embed the entire checkout process on your site or you can link to it from anywhere. Easily style the checkout experience by choosing fonts and colors, adding your logo, and more. # Denists & Orthadontists URL: https://www.moonclerk.com/payment-solutions/denists-and-orthadontists Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Dental Billing Software Dental billing software has never been easier. Let MoonClerk act as your personal "clerk," making sure you get paid efficiently and on-time. Perfect for Dentists and Orthodontists As a dentist or orthodontist, you have patients to treat, an office to manage, and a life to live. Let MoonClerk’s dental billing software take the worry out of getting paid. Set your patients up on payments plans for expensive procedures, cosmetic dentistry, or orthodontic treatment. You can set the duration of the payments and we take care of charging their card. Or, you can just as easily use MoonClerk for your “virtual register” to charge single payments for your patients’ regular visits. Whether it’s one-off payments, recurring payments, or variable amounts over time, MoonClerk makes the entire process painless for you and your patients. With MoonClerk’s dental billing software, you can focus on your patients rather than with difficult-to-use payment systems or having to track down their payments. Start Immediately You can have your dental or orthodontic practice up and running, accepting your first payment in 5 minutes without any programming. No need to worry about merchant accounts, security, or hiring a programmer either. Our dental billing software takes care of everything and you're instantly approved. Get Paid Faster Don't wait for your patients to send their payments. Let them click a link, enter their credit or debit card information and pay your invoice immediately. If it's a recurring invoice, MoonClerk charges their card automatically every time they're scheduled to pay. Manage Your Patients Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. Export all of your data in a spreadsheet at any time. If for some reason your patient's card is rejected, you'll know and be able to update their account and card information. Accept Payments in Your Office You can use MoonClerk as a "virtual terminal" so that patients can check out in your office. Our payment forms automatically resize to whatever device you may be on. So, you can check your clients out using your smartphone, tablet, or computer. Accept Payments on Your Website Allow your patients to pay on your website. You can embed the entire checkout process on your site or you can link to it from anywhere. Easily style the checkout experience by choosing fonts and colors, adding your logo, and more. # Digital Delivery URL: https://www.moonclerk.com/digital-delivery Extension Sell access to digital products your payers can access. Upload any content type, add streaming video, and add live webinars. ## Content Sell digital products You Create. Let Us Handle the Rest. Whether you've created online courses, artwork, podcasts, e-books, or more, MoonClerk's Digital Delivery extension takes care of everything so you can sell your work and services. Add the extension for just $18/month. Upload, Embed, Stream, and Link to Your Digital Products Get unlimited storage and delivery bandwidth. Upload and store content of any type (audio, video, images, e-books, etc.). Embed and stream videos and live webinars. Link to online meetings, web calls, and chat communities. Style the Download Page to Match Your Brand In addition to designing the checkout experience, add your own header images and brand colors for simple control over the digital download page. Sell Via Recurring or One-Time Payments Sell your content based on how you run your business. We take care of restricting access to downloads based on recurring plan statuses. And, we give you manual control on all orders. Read step-by-step instructions and more details in our Help docs. # Dog Walkers URL: https://www.moonclerk.com/payment-solutions/dog-walking-software Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Dog Walking Software For Billing With MoonClerk's dog walking software for billing, you can focus on doing what you love rather than tracking down late-paying customers, sending out invoices, or having to ask for a credit card every time. Perfect for Dog Walkers If you run a dog walking service, you have dogs to meet, client to please, and a business to grow. Let MoonClerk’s dog walking software for billing help you get paid on-time, every time by automatically charging your customer’s card on a recurring basis. You can also charge your customer’s card for one-off services when they sign up or at any time after they’re signed up for scheduled recurring payments – no need to ask for their card again or to wait for them to send a check. Whether you charge for one-off payments, recurring payments, or variable amounts over time, MoonClerk makes the entire process painless for you and your customers. Get Paid Faster Don't wait for your customers to send their payments. Send them an email with a secure link they can click on to enter their credit or debit card information and pay your invoice immediately. If it's a recurring invoice, MoonClerk charges their card automatically every time they're scheduled to pay. Manage Your Customers Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. Export all of your information in a spreadsheet at any time. If for some reason your customer's card is rejected, we handle sending out automatic emails so they can update their card themselves. You'll also be notified and be able to update it for them. Accept Payments On-the-Go You can have your customers pay you on your iPhone, iPad, or Android while you're at their home. Our payment forms automatically resize to whatever device you may be on. Accept Payments on Your Website If you have a website or Facebook page, you can allow your customers to pay from there. You can embed the entire checkout process on your site or you can link to it from anywhere. Easily style the checkout to match your brand by choosing fonts and colors, and adding your logo. Start Immediately Your can be up and running and accepting your first payments in 5 minutes without being a computer whiz. No need to worry about merchant accounts, security, or hiring a programmer either. Our dog walking software takes care of everything and you're instantly approved. # Gyms URL: https://www.moonclerk.com/payment-solutions/gym-software-for-biling Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Gym Software For Billing Let MoonClerk's gym software for billing act as your fitness center's personal "clerk," making sure you get paid efficiently and on-time. Perfect for Your Fitness Center As a gym operator, you have classes and training sessions to schedule, equipment to service, and a business to market. Let MoonClerk’s gym software for billing take the worry out of getting paid. Make sure your members pay on-time every month by automatically charging their card on a recurring basis. You can also charge an upfront initiation fee. Or, if you need to charge for single payments that cover an entire period, you can do that as well. Whether it’s one-off payments or recurring payments, MoonClerk makes the entire process painless for you and your athletes. With MoonClerk’s gym software, you can spend your time doing the work you love rather than dealing with difficult-to-use payment systems. Start Immediately You can have your gym up and running and accepting your first payments in 5 minutes without any programming. No need to worry about merchant accounts, security, or hiring a programmer either. Our gym software takes care of everything and you're instantly approved. Accept Recurring or One-Time Payments Set your members up on a recurring payment plan and MoonClerk will take care of charging their cards automatically every time they're scheduled to pay. Or, accept one-time payments just as easily. Manage Your Members Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. Export all of your data in a spreadsheet at any time. If for some reason a member's card is rejected, they'll receive a notification and be able to update their billing information. Additionally, you'll be notified and be able to update their account and card information. Accept Payments at Your Facility You can use MoonClerk as a "virtual terminal" so that members can check out at your facility. Our payment forms automatically resize to whatever device you may be on. So, you can check your members out using your computer, tablet, or smartphone. Accept Payments on Your Website Allow your members to pay on your website. You can embed the entire checkout process on your site or you can link to it from anywhere. Easily style the checkout experience by choosing fonts and colors, adding your logo, and more. # How to Accept Recurring Payments Without Building a Complex Billing System URL: https://www.moonclerk.com/how-to-accept-recurring-payments-without-building-a-complex-billing-system Business · The MoonClerk Team · 2026-10-10 Accept recurring payments with a branded payment form, flexible billing schedules, and automated follow-up. No custom billing system required. ## Content Recurring payments automatically charge a payer on the schedule you set. They work well for memberships, retainers, tuition, donations, service plans, rent, subscriptions, and installment programs. Many businesses delay offering them because they assume recurring billing means custom software, developer time, and a complicated finance workflow. It does not. With a branded payment form, clear billing terms, and a platform that handles the repeat work, you can launch a reliable recurring-payment process without building billing infrastructure from scratch. Start With a Clear Recurring Offer Before creating a payment form, decide exactly what the recurring payment represents. A strong offer answers a few practical questions: What does the payer receive? How much will they pay? How often will they be charged? When will the first payment occur? Does the plan end after a set number of payments, or continue until canceled? What is the cancellation or refund policy? The payment setup should reflect the real customer agreement. A monthly membership might renew until the customer cancels. A coaching package may be six fixed monthly installments. A nonprofit may let supporters choose both the amount and frequency of a recurring gift. Choose the structure that matches the economics of the offer. Use an open-ended plan when the customer receives ongoing value; use a fixed installment plan when there is a defined purchase or program end date. An upfront charge plus recurring payments can work well when onboarding, setup, or a deposit creates a real cost before the service begins. Use a Payment Platform Instead of Building Your Own Building a billing system means taking on more than checkout. You need to manage recurring charge schedules, receipts, failed payments, billing changes, customer records, reporting, and payment-security requirements. With MoonClerk, you can connect Stripe, create a branded payment form, choose a billing schedule, and publish the form as a link or embed it on your website. The payer completes checkout once; MoonClerk runs the recurring plan according to the billing rules you set. That gives a small team a practical route to recurring revenue without asking developers to maintain billing logic or asking operations staff to recreate the same collection process every month. Choose a Billing Schedule That Matches Your Business Recurring payments are not limited to a monthly subscription. MoonClerk supports weekly, monthly, quarterly, annual, and custom billing cadences , plus trials, setup fees, coupons, and plans with fixed or open-ended durations. Here are common ways to structure a recurring payment plan: Billing structure Best fit Business consideration Monthly recurring plan Membership dues, retainers, software access, maintenance plans Use when value is delivered continuously and cancellation should be straightforward. Quarterly or annual plan Professional associations, annual programs, premium services Use when customers get a clear benefit, such as a discount, for paying less often. Installment plan Course tuition, coaching, large purchases, payment plans Set the number of payments and the end date clearly so the plan does not resemble an open-ended subscription. Trial followed by recurring billing Memberships or services that need a low-friction start Show the first paid charge date and price before checkout. Upfront charge plus recurring payments Deposits, setup fees, onboarding, rental programs Use only when the upfront work or cost is clear to the payer. Custom interval Programs billed every two weeks or every six weeks Use a schedule that matches delivery, rather than forcing the offer into a monthly model. Create a Branded Payment Form Your payment form is the point where an interested customer becomes an active payer. It should make the offer, payment timing, and next step easy to understand. MoonClerk lets you add your logo, colors, form fields, payment descriptions, and terms. You can embed the form on your website, share it as a direct link, include it in an email campaign, or use it as part of an onboarding flow. Explore MoonClerk's payment-form and checkout features for more detail. Keep the form focused. Ask only for the information required to deliver the service, support the customer, and manage the billing relationship. Extra fields add friction, particularly for a straightforward membership or recurring service. State the amount and cadence in plain language. "$49 per month, billed automatically until canceled" is clearer than a product name with no billing context. Make the Terms Visible Before Checkout Customers should know exactly what will happen before they submit payment. Include a short, clear explanation of: The recurring amount The billing frequency The first charge date The plan duration, if applicable Any upfront fee or deposit How to cancel or update payment details Where to get billing support MoonClerk forms can require payers to agree to your terms before checkout. That creates a clear moment for the customer to review the agreement and helps your business avoid preventable billing questions later. If a plan has a fixed duration, say so. If recurring payments continue until cancellation, say that directly. If a trial converts into paid billing, make the start date and post-trial amount easy to find. Automate the Work That Repeats Every Month The operational value of recurring payments is not simply automatic collection. It is the work your team no longer has to repeat after every charge. MoonClerk can automate recurring charges, receipts, reminders, and failed-payment follow-up. Its automation tools can also send payment events to the systems your business already uses through Zapier, webhooks, and integrations. That can support workflows such as: Add a new payer to your CRM after checkout Send a welcome email when a plan starts Notify your team when a payment fails Update an internal spreadsheet or accounting workflow after a successful charge Tag a contact when a recurring plan is canceled Start with the workflows that remove actual admin time or reduce avoidable revenue leakage. For many smaller teams, automatic receipts, failed-payment alerts, and a welcome message are enough to create a meaningful improvement. Give Customers Control Over Their Billing A recurring plan should be convenient after checkout, too. Customers may need to update an expired card, change their payment amount or frequency, pause billing, or cancel. MoonClerk's payer portal lets customers update their card without a password, and you decide what else they can do there: pause and resume, cancel, or change their amount or frequency. This reduces routine support requests while giving customers a clear way to manage their billing relationship. Self-service does not replace support. Make it easy to contact a real person when an exception requires judgment, especially when a billing issue could determine whether a customer stays. Plan for Failed Payments No recurring-payment system eliminates failed charges. Cards expire, banks decline transactions, and customers sometimes need to update their information. The important question is what happens next. MoonClerk supports failed-payment retries and payer follow-up, reducing the manual work involved in recovering a payment. Set a process that gives customers a clear reminder and a secure path to update their payment details instead of relying on your team to chase every decline. Your internal policy should answer: How many times will a payment be retried? When should a customer receive a reminder? When will a team member follow up? Will access or service pause after a certain point? How should exceptions be documented? A consistent recovery process protects the customer relationship and gives your team a better chance of recovering revenue that would otherwise be lost to an expired card or temporary decline. Launch With One Supported Process Start with one form, one clear plan, and the automations your team will genuinely use. Review active plans, failed payments, cancellations, refunds, and revenue by program on a regular cadence. A small operation may need a weekly review; a higher-volume business may need daily visibility. Add more complexity only when the offer or customer need justifies it. MoonClerk can support multiple pricing options, free trials, setup fees, coupons, installment plans, custom intervals, and integrations, but a simple plan that customers understand and your team can support is usually the stronger starting point. Accept Recurring Payments Without the Heavy Lift Recurring billing should reduce collection work, not create a technical project. With MoonClerk, you can create a branded payment form, set billing rules that match your offer, and automate the operational follow-up around each payment. Customers get a clear way to enroll and manage their plan. Your team gets less manual payment administration and a more dependable process for recurring revenue. Explore MoonClerk pricing to see how you can start accepting recurring payments without building your own billing system. # Recurring Payments for Small Businesses: A Complete Guide URL: https://www.moonclerk.com/recurring-payments-for-small-businesses-a-complete-guide Business · The MoonClerk Team · 2026-10-10 Learn how recurring payments work, where they fit, what to look for in a payment system, and how to set up reliable automatic billing for your small business. ## Content Sending the same invoice every month is nobody’s idea of a good use of time. You create the invoice, remind the customer, check whether it was paid, and follow up again when it wasn’t. Multiply that routine across a growing customer list, and billing can become its own part-time job. Recurring payments replace much of that work with a predictable process. A customer gives permission once, your payment system stores their payment details securely, and future charges happen on an agreed schedule. For small businesses, that can mean steadier cash flow, fewer awkward payment conversations, and more time for the work customers actually hired you to do. This guide explains how recurring payments work, which business models they suit, what to look for in a provider, and how to build a setup that is convenient for both you and your customers. What Are Recurring Payments? Recurring payments are automatic charges collected from a customer on a repeating schedule. The amount may stay the same, such as a $75 monthly membership, or follow a defined plan, such as four monthly installments of $250. The customer authorizes the arrangement during checkout, and the business charges the saved payment method according to the terms shown. You may also hear terms such as automatic payments, subscription payments, recurring billing, or autopay. They overlap, but the underlying business model can differ. Recurring payment type How it works Common use case Subscription Continues until the customer or business cancels Software, subscription boxes, ongoing services Installment plan Ends after a set number of payments Higher-priced services or purchases Membership Bills for continued access Fitness studios, communities, programs Recurring donation Lets a supporter contribute on an ongoing schedule Nonprofits and fundraising organizations Retainer Reserves ongoing professional services Agencies, consultants, professional services Whatever model you choose, the amount, frequency, start date, cancellation terms, and any trial or setup fee should be clear before the customer agrees. The right structure depends on what you are actually selling. If customers receive ongoing value, an open-ended subscription or membership may make sense. If you are helping someone afford a defined purchase, an installment plan is usually more transparent. Start with the customer commitment you want to create, then build the payment schedule around it. How Recurring Payment Processing Works The customer’s experience is usually simple, but several systems are working behind the scenes. At checkout, the customer chooses a plan and enters a card, bank account, or other supported payment method. The payment processor securely handles those details and returns a token that the billing platform can use for future charges. Your business should not need to store raw card data. When the next billing date arrives, the platform sends the charge to the processor. If it succeeds, the customer receives a receipt and the funds follow the processor’s payout schedule. If it fails, a well-designed system can notify the customer, provide a secure way to update payment information, and retry the charge according to your settings. With MoonClerk, you create and share the payment experience while Stripe handles payment processing and payouts. You can also offer one-time and recurring options on the same form, then embed it on your site, share a hosted link, or use a QR code. See how MoonClerk works . Why Small Businesses Use Recurring Payments More Predictable Cash Flow Recurring revenue doesn’t guarantee demand, but it does make expected collections easier to see. When active customers and scheduled amounts are visible in one place, owners can plan payroll, purchasing, and capacity with more confidence than they can with a stack of unpaid invoices. Payment frequency matters here, too. Annual billing can bring cash into the business sooner, while monthly or weekly schedules may lower the commitment for the customer. There is no universally better option. The right cadence should balance how customers receive value with how your business manages cash flow and delivers the service. Less Billing Administration Automatic charging removes the need to recreate routine invoices or wait for customers to remember each due date. Receipts, reminders, failed-payment notices, and retries can also be automated. Over time, that means fewer routine billing tasks competing for your attention every week. A Smoother Customer Experience Customers authorize the plan once and do not have to repeat checkout for every cycle. That convenience matters for memberships, lessons, coaching, care plans, maintenance, donations, and other relationships where the service continues over time. Flexible Ways to Package an Offer Recurring billing can support more than a standard monthly subscription. A small business might combine a one-time setup fee with a monthly service, offer quarterly and annual options, use a limited-duration payment plan, or let donors choose their amount and frequency. The payment structure should follow the value being delivered. A lawn-care company may naturally bill monthly during a service season, while a consultant might use a monthly retainer and a studio may offer both monthly and annual memberships. You do not need to force every recurring relationship into the same billing model. Where Recurring Payments Fit Best The strongest fit is a continuing customer relationship with a clear reason to keep paying. Think of a fitness studio that provides ongoing classes, an agency working on retainer, a childcare provider collecting weekly tuition, a lawn-care company serving the same property each month, or a nonprofit building a base of sustaining donors. Installment plans are a slightly different use case. They divide a defined purchase into scheduled charges, which can make a higher-priced service more manageable. Because the obligation has a fixed end, the checkout should state the number of payments and total commitment plainly. Recurring billing is a weaker fit when the amount changes unpredictably, the work is genuinely one-off, or the customer needs to approve each charge. In those situations, invoices or individual payment links may give both sides better control. Some businesses need both recurring and one-time collection, so it helps to choose a system that handles them together. What to Look for in a Recurring Payment System The right provider should fit how you sell today without creating a new operations project. Start with the customer journey: Can someone understand the offer, complete checkout on a phone, and receive a useful confirmation without help? Then look at the parts your team will manage after the sale: Billing flexibility: Useful frequencies, start dates, trials, setup fees, coupons, fixed durations, and customer-selected options. Payment methods: Cards, bank payments, and relevant digital wallets for the customers and countries you serve. Failed-payment recovery: Automatic retries, clear notices, and a secure customer path for updating payment details. Plan management: Practical ways to pause, cancel, restart, skip, or change a plan when circumstances change. Data and connections: Exports, reporting, webhooks, or integrations that keep accounting, CRM, email, and fulfillment workflows in sync. Transparent costs : The platform subscription, payment-processing fees, chargeback fees, currency costs, and any paid add-ons. Security also deserves a direct question. Find out which provider handles card data and what responsibilities remain with your business. A hosted or embedded checkout built on a PCI-compliant processor can reduce your exposure, but it does not replace sensible account security. Use strong access controls and two-factor authentication, limit staff permissions, and review account activity. MoonClerk includes flexible recurring schedules, free trials, setup fees, coupons, a self-service payer portal, failed-payment emails, reporting, and integrations. Review MoonClerk’s recurring billing features . How to Set Up Recurring Payments A good setup begins with the offer, not the software. Work through the following sequence before sending customers to checkout. 1. Define What Repeats Write down what the customer receives in each billing period. If the service has limits, deliverables, rollover rules, or renewal conditions, make those visible before payment. 2. Choose the Amount and Frequency Match the schedule to how customers experience value and how your business incurs costs. Monthly is familiar, but weekly, quarterly, annual, or custom timing may be a more honest fit. Don’t default to monthly just because it’s familiar. A longer billing cycle may improve upfront cash flow, but it also asks the customer to make a larger commitment. If you offer a discount for that commitment, make the savings easy to understand. 3. Set the Start and End Rules Decide whether the first charge happens immediately, on a future date, or after a trial. Then choose whether the plan runs indefinitely or ends after a fixed number of cycles. If a setup fee or deposit applies, show it separately. 4. Write Plain Checkout Terms State the recurring amount, billing interval, first charge date, cancellation process, refund policy, and what happens after a failed payment. Make consent explicit and keep a record of the terms the customer accepted. Requirements vary by location and payment method, so have your terms reviewed when needed. 5. Build and Test the Payment Form When you build a payment form , use only the fields you need. Add your name or logo, a short description of the plan, and a confirmation that tells the customer what happens next. Test the full flow on desktop and mobile, including a successful payment, a declined payment, the receipt, and any follow-up automation. The form may be simple to build, but it represents the moment a customer commits money to your business. Treat that experience accordingly. 6. Connect the Work After Payment A successful charge may need to trigger onboarding, an email sequence, access delivery, a CRM update, or an accounting entry. Decide which handoffs should be automatic and which deserve a person’s review. 7. Create a Failed-Payment Routine Configure retries and customer notices before the first failure occurs. MoonClerk’s help center explains that failed recurring charges follow the retry settings in the connected Stripe account, while enabled emails can give customers a link to update their card. Read the failed-payment guidance . 8. Launch With a Small Group Run a few real checkouts before moving every customer. Confirm that the amount, timing, receipt, internal notifications, reporting, and payout all match what you expected. Then document the process for anyone who helps manage billing. Common Recurring Payment Mistakes The fastest way to lose trust is to surprise a customer. Vague trial terms, an unclear renewal date, or a cancellation process that is hard to find can turn convenience into frustration. Put the essential terms near the payment decision and repeat them in the confirmation email. Another common mistake is assuming every failed charge means the customer wants to cancel. Cards expire, banks decline legitimate transactions, and account balances change. Automatic retries and well-timed notices can recover an accidental failure without a tense email from the owner. Repeated collection attempts should still follow the rules that apply to your business and payment method. Finally, do not let old plans run unattended. Review active, paused, past-due, and canceled accounts on a regular schedule. Confirm that former customers are no longer billed, current customers are receiving what their plan promises, and price changes are communicated and authorized appropriately. Metrics Worth Watching You do not need an elaborate analytics program. A short monthly review can tell you whether recurring payments are actually making the business healthier: Active recurring revenue: The value scheduled from current plans. Failed-payment rate: The share of attempted recurring charges that do not succeed on the first try. Recovery rate: The share of failed charges later collected through retries or payment updates. Customer churn: The share of recurring customers who cancel during a period. Time spent on billing: A simple operational check that reveals whether the system is reducing administrative work. Watch the story behind the numbers. A rise in failed payments may point to outdated customer details, while a jump in cancellations may signal an offer, service, or communication problem rather than a billing problem. The operational metrics matter, too. If revenue is becoming more predictable but your team is still spending hours each week fixing plans, chasing payments, or reconciling systems, the billing process is only solving half the problem. Make Recurring Billing Feel Routine The best recurring payment process is almost unremarkable. Customers know what they are buying and when they will be charged. Payments arrive on schedule. Receipts and account updates happen without manual chasing. When something goes wrong, both the customer and the business know what to do next. That is ultimately what small businesses should look for in a recurring payment system. The technology should support the way you already deliver value, reduce the administrative work around getting paid, and make the payment experience straightforward for your customers. MoonClerk gives small businesses a no-code way to create flexible recurring payment forms while Stripe handles processing and payouts. You can set amounts and schedules, share a hosted form or embed it on your site, and manage recurring plans from one dashboard. Explore MoonClerk for free and build a payment flow around the way your business already works. # How EYC VA Agency Simplified Billing and Scaled Efficiently with MoonClerk URL: https://www.moonclerk.com/how-expand-your-capacity-uses-moonclerk-to-reduce-administrative-billing-costs-by Customers · Dodd Caldwell · 2025-10-29 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Sonya Mehta talks with us about why her Virtual Assistant Staffing Agency uses MoonClerk to bill her customers and how she uses it to reduce her administrative billing costs by 50%. Can you tell us a little about Expand Your Capacity? At Expand Your Capacity , we help entrepreneurs and small business owners find and work with exceptional virtual assistants from around the world -- highly skilled professionals who bring care, curiosity, and initiative to everything they do. But our work doesn’t stop at making a match. We provide ongoing training, coaching, and weekly check-ins to support both the client and the VA so the relationship can thrive long-term. Clients often come to us feeling overwhelmed, overworked, and unsure how to delegate effectively. Our goal is to create breathing room and sustainable systems so they can focus on the work only they can do. Because we believe in mutual growth, we are intentional about pairing clients with VAs who align not just in skills, but also in working style, communication preferences, and values . What are your day-to-day responsibilities? As the Founder & CEO of EYC, I set the vision, strategy, and culture for our agency. I lead the development of new programs and offerings, design scalable structures, and cultivate the conditions for our global team to thrive. I’m in daily communication with our VAs to ensure they have the resources they need, while overseeing client onboarding and VA matching to ensure every partnership is set up for long-term success. How did you get started? It all started a few months after I made the leap into launching my own business. I hired my first VA as a personal assistant, and the impact was immediate. I finally had space to focus, rest, and stop feeling like I had to do everything alone. The experience was so powerful that we initially started building a course to help others understand what hiring a VA could look like, how it worked, what to expect, and why it mattered. But we quickly realized most people didn’t want just information, they wanted hands-on support. That’s when we shifted from teaching people how to hire a VA to actually doing the hiring and matching for them, with the very first VA I brought on now serving as our agency’s Chief of Staff. Since then, we’ve built a proven playbook for high-touch matching, onboarding, and ongoing support — one that creates sustainable, human-centered partnerships where both clients and VAs can thrive. What have been some key factors in growing your business? Our growth comes down to two things: our incredible team and our clear, experience-backed processes. Our VAs are at the heart of everything we do, and we make sure they’re set up for success with clear step-by-step guides, regular opportunities to grow their skills, and the support they need to help clients delegate with ease. Over time, we’ve refined a process that’s clear, intentional, and deeply human. The work we do never feels like a transaction, but rather a shared commitment to each other’s growth. Many of our new clients have come through word of mouth from leaders who’ve had a meaningful experience with us and shared it with their networks. That trust has been a powerful driver of our growth — and now, we’re excited to expand our reach to serve more social entrepreneurs who see what’s possible when the right support is in place. What do you use MoonClerk for? We use MoonClerk to invoice our clients and handle recurring payments for our virtual assistant services. What made you finally decide to use MoonClerk? We didn’t have any major issues with the platforms we used before, they worked fine, but they weren’t built with recurring services in mind. What really stood out about MoonClerk is how seamlessly it handles autopay for ongoing payments. We don’t have to manually send invoices each month and payments are deducted automatically, which saves time and keeps everything running smoothly. The ability to set specific billing dates for clients and have that built into the flow has been especially helpful. It’s simple, efficient, and fits perfectly with the kind of service we offer. What specific feature do you like most about MoonClerk? The feature we rely on most is recurring autopay. With multiple clients on different billing schedules, MoonClerk takes care of tracking and charging without us having to manage each payment manually. That’s a huge win, it saves time, prevents errors, and keeps everything running smoothly. It also makes the process easier for clients. They don’t have to remember to pay, and we don’t have to chase invoices. That creates less friction, fewer missed payments, and more time to focus on the work that matters. How has MoonClerk helped your business? Since switching to MoonClerk, we’ve cut the time spent on monthly payment management by at least 50%. MoonClerk has taken a big administrative load off our plate and helped us scale without adding more complexity. As a result, we’ve been able to reach significant financial milestones and sustain steady growth. Would you recommend MoonClerk to others? I’d absolutely recommend MoonClerk to other service-based businesses, especially those working with recurring payments. It’s simple, efficient, and built to support growth. Is there anything else you’d like to add? We believe that when the right support is in place, people can do their most meaningful work, and we’re honored to be part of that process every day. # New Feature: Pre-fill Data Into Custom Fields At Checkout URL: https://www.moonclerk.com/new-feature-pre-fill-data-into-custom-fields-at-checkout Product · Dodd Caldwell · 2025-08-21 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content MoonClerk allows you to collect additional information at checkout by creating custom fields. We allow you to ask your payers for information through a wide-range of field types such as dropdown menus, checkboxes, text fields, etc. Previously it has only been possible to programmatically seed (or pre-fill) certain information into the checkout – Name, Email, and Amount. However, those three fields are default fields, not custom fields that you create. . We are happy to announce that you can now programmatically prefill data or “seed” data into the additional information custom fields. You can pre-fill these responses into the custom fields directly through the URL. You can read how to implement this feature in our Developer Documentation . Please let us know if you have any questions! # Why John Rabil Chose MoonClerk To Streamline Billing For His Law Firm, ELA URL: https://www.moonclerk.com/why-john-rabil-chose-moonclerk-to-streamline-billing-for-his-law-firm-ela Customers · Dodd Caldwell · 2025-08-14 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content John Rabil, founder of Entrepreneur Legal Advisors (ELA), talks with us about whey he switched to MoonClerk and how MoonClerk has helped streamline billing for his law practice. Can you tell us a little about ELA? Entrepreneur Legal Advisors (ELA) is a law firm that provides general counsel services to small businesses and entrepreneurs. We’re different than traditional law firms and work on a subscription business model that lets us proactively limit our clients’ potential risks and develop long term strategic relationships as opposed to one-off, transactional reactive services provided by traditional law firms. What are your day-to-day responsibilities? Client management, business development and internal team management. How did your organization get started? I was working at a firm doing general practice work, and one client was a business, they were telling me that they had been having a bunch of issues involving independent contractors and employees and they’d had a hard time getting answers from other lawyers, couldn’t figure out how much dealing with these issues would cost them and were simply ignored in a lot of circumstances. I was thinking, “There has to be a better way for small businesses to get legal services.” Most small businesses either ignore legal completely (exposing themselves to increased risk they could avoid), use an online platform that doesn’t provide individualized advice, or are faced with options that are too expensive, inaccessible and intimidating, so they don’t do anything. The challenge in starting ELA was to find a cost effective, affordable, model where business owners could access legal and advisory services as an option to either online services that don’t know their business, then give advice following a one size fits all approach, or to a high-priced attorney, which isn’t realistic for small business. Where was the opportunity in that gap that will really benefit small businesses? The answer was subscription based legal services focused on being an advisor first and foremost (this is the true advantage of legal services to small businesses). I offered transparency, affordable pricing, and an efficient way for entrepreneurs and small businesses to proactively address potential risks. What have been some key factors in growing your business? The subscription model was a key factor in our growth. It allows for recurring revenue which is a completely different model than the hourly rate, which is the standard in the legal field. We don’t have to start from scratch every single month and worry about billable hours. We can focus on protecting our clients and building long term relationships. What do you use MoonClerk for? We use MoonClerk for as much of our billing as possible. It allows us to set up automatic monthly payments from clients on our subscription model. MoonClerk efficient, mostly hands-off once a client is onboarded and cuts countless admin hours on our end. What problems did you have with your previous payment system? We’ve used several other payment systems over the years, but have focused on trying to get as many people as possible moved over to MoonClerk. The other systems are overly complicated (at least for us) and time consuming to set up. Other issues we’ve run into have been on the user end - clients having trouble getting set up with what we send them. None of those problems exist with MoonClerk. Those problems slow down everything. They takes additional time on our end, slows down receivables, and frustrates everyone involved. What made you finally decide to use MoonClerk? Ease of use for the monthly recurring payment options. Simple as that. I didn’t see another option that was as easy to get started with and to implement with clients. What was your experience when getting started with MoonClerk? It has all gone well form the start. MoonClerk’s set up process was self-explanatory and while there is a lot of functionality in the system, it’s not overly complicated for non-tech savvy users. That was particularly important on our end when trying to find the easiest solution possible to get clients set up on a recurring billing platform, both for us and them. What specific features do you like most about MoonClerk? We love the automatic monthly recurring billing. And we have options for any kind of billing we are doing, not just recurring. The simplicity of MoonClerk is one of its strengths, especially when there seems to be an endless race to cram as many features as possible into products these days. How has MoonClerk improved or helped your business? MoonClerk essentially takes the billing and chasing clients for money work off our plate. Most law firms spend considerable time billing and collecting money that’s owed to them and they operate on some system where invoices are due within 30 days. As you grow that becomes an administrative burden, that continues to get worse. It eats up significant time at a lot of firms. Not having to deal with any of that is invaluable. Would you recommend MoonClerk to others? Absolutely. MoonClerk is a one stop shop for all your billing needs. # How Persius Uses MoonClerk To Improve Project Start Times By 40% URL: https://www.moonclerk.com/how-persius-used-moonclerk-s-recurring-billing-to-improve-project-start-times-by Customers · Dodd Caldwell · 2025-07-10 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Shervine Dolatshahi (left) and Arash Nazerpour (right), founders of Persius, talk with us about how MoonClerk has improved their business and made project start times 40% faster. Can you tell us a little about Persius? Persius is a strategic creative agency specializing in creative branding , web design , and digital growth. We partner with forward-thinking brands and organizations across industries to help them communicate clearly, build trust, and grow with confidence. Our work blends design, technology, and strategy to create lasting impact. What are each of your day-to-day responsibilities? We lead the business across creative, strategic, and operational dimensions. That includes overseeing brand direction, guiding client strategy, managing internal workflows, and ensuring our team stays focused on delivering best-in-class work. Every decision we make is centered around quality, alignment, and long-term success, for both our clients and our company. How did you get started? Persius was co-founded by myself (Shervine Dolatshahi) and Arash Nazerpour in 2012. From the beginning , our vision was to close the gap between great design and real business results. We set out to build an agency that goes beyond surface-level aesthetics to help brands define who they are, how they show up, and why people should care. That long-term mindset has shaped the way we work, the relationships we build, and the results we deliver. It has positioned Persius as a trusted creative partner across a wide range of industries. We launched Persius in 2012 to close the gap between great design and real business outcomes. What have been some key factors in growing your business? A relentless focus on quality and relationships. Our clients stay with us because we consistently deliver, adapt, and lead with clarity. We treat every client's business, team, and audience with the same level of care and dedication as if it were our own. This deep investment in their success creates lasting partnerships. We've never relied on ads or outreach to grow. Every new engagement has come through referral, reputation, or a past client returning. That kind of growth only happens when the work speaks for itself and clients feel genuinely supported. What do you use MoonClerk for? MoonClerk powers the financial side of our onboarding and our ongoing client relationships. We use MoonClerk to manage project payments, monthly retainers, and support plan billing. MoonClerk is a quiet but essential part of how we maintain predictable cash flow and create a seamless payment experience. What problems did you have with your previous payment system? We previously used traditional invoicing platforms that didn’t offer the flexibility or automation we needed. They lacked recurring billing features, made clients jump through hoops, and didn’t align with the premium experience we aim to deliver. They slowed down decision-making and introduced friction at a critical point in the client journey. Payments were delayed, onboarding was inconsistent, and we spent time chasing logistics that should have been handled automatically. What made you finally decide to use MoonClerk? We were looking for a system that was elegant, efficient, and easy to implement with Stripe. MoonClerk delivered on all three. It gave us control over the client payment experience while streamlining internal operations. That made it an easy decision. What was your experience when getting started with MoonClerk? It was fast, intuitive, and required zero technical support. We created branded payment forms in minutes, connected Stripe, and rolled it into our client flow immediately. That kind of implementation speed is rare and valuable. What specific feature do you like most about MoonClerk? We love that MoonClerk gives us the ability to create clean, branded, and flexible payment forms without any friction. MoonClerk allows us to control how we present pricing, timelines, and commitments while keeping everything aligned with our identity. MoonClerk simplifies recurring billing for everything from web design projects to ongoing website maintenance plans, improves cash flow predictability, and reduces the administrative overhead tied to client onboarding. How has MoonClerk improved your business? With MoonClerk, we’ve seen a measurable reduction in onboarding delays and a significant increase in recurring service adoption. On average, project start times are 40% faster. Clients are able to say “yes” and take action immediately, which keeps momentum high and projects on-track. Would you recommend MoonClerk to others? We’d recommend MoonClerk without question. If you value client experience and operational efficiency, MoonClerk is a smart move. It’s one of the few tools that delivers both form and function in a way that supports growth without complexity. Is there anything else you’d like to add? In a business where trust and speed are everything, tools like MoonClerk let us focus on what matters most. It’s played a quiet but important role in helping us scale with integrity. # How MoonClerk Helped Improve i24 Group’s Client Retention By 35% And Reducing Training Time By 70% URL: https://www.moonclerk.com/how-moonclerk-has-helped-improve-i24-group-s-client-retention-by-35-while-reducin Customers · Dodd Caldwell · 2025-06-03 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Co-Founder of i24 Group, Brad Kellard, talks with us about how MoonClerk’s support team, Payer Portal, and other features have helped his company increase customer retention while at the same time reducing internal training/admin time. Can you tell us a little about i24 Group? i24 Group operates a portfolio of service-based businesses. One of our core brands—and the one we use MoonClerk for—is our Virtual Office service . We provide real street addresses in the UK and USA so individuals and businesses can receive mail from anywhere, work remotely, appear professional and stay flexible. What are your day-to-day responsibilities? As Co-Founder & CMO, I’m responsible for setting the strategic direction across our brands. I focus on developing and refining our service offerings, making sure we’re meeting (and exceeding) the needs of our clients, and leading the marketing efforts that drive growth. I also stay constantly alert to new opportunities, support our team, and ensure we stay ahead in a competitive market. How did you get started? We started by offering Virtual Receptionist services to small businesses—mainly those who couldn’t justify a full-time hire but still needed their calls answered professionally. It was a simple solution that made a real difference. It freed up their time, helped them stop missing opportunities and gave them space to grow. From there, the demand for flexible, remote-friendly services grew and we naturally expanded into virtual offices and mailboxes—giving people more freedom to run their business from anywhere while maintaining a professional image. What have been some key factors in growing your business? One of the biggest drivers has been staying close to our clients - really listening to their evolving needs and quickly adapting our services to meet them. We focus on keeping things simple, effective and transparent, which builds trust and makes it easy for clients to choose us. Another key factor is how we’ve streamlined our onboarding. Clients can sign up for services online, on a subscription basis, without any friction. That ease of access, combined with a recurring revenue model, has given us predictable cash flow and the ability to scale quickly and sustainably. What do you use MoonClerk for? We use MoonClerk to manage client subscriptions. When someone chooses a package on our website, they’re directed to a secure MoonClerk payment form we’ve customized to collect everything we need. Once they’ve paid, they get instant confirmation, and their service with us is activated right away. It makes the entire sign-up process smooth - for both us and the client. What problems did you have with your previous payment system? We tested several other platforms before switching to MoonClerk, but they were either overly complex, unintuitive, or didn’t offer the level of customization we needed. The overall experience just wasn’t smooth enough, especially for client-facing interactions. The other systems slowed us down and held back growth. We didn’t feel confident in the platforms we were using and when you lack that confidence, you can’t scale—you’re too busy second-guessing the system instead of focusing on growth. We needed a solution we could trust to just work, so we could move faster and serve more clients without hesitation. What made you finally decide to use MoonClerk? Honestly, it was the headline on their homepage: "You’re just 5 minutes from accepting recurring & one-time online payments." That spoke to us. We were looking for something quick, simple, and reliable—so we thought, let’s see if it really is as easy as they say. And to our relief, it actually was! What was your experience when getting started with MoonClerk? Everything was simple and smooth when we started with MoonClerk. The interface was clean, we weren’t overwhelmed, and the setup was straightforward. We knew pretty quickly that this was exactly what we’d been looking for. What specific feature do you like most about MoonClerk? For us, MoonClerk’s Payer Portal is a key feature. The portal gives customers direct access to manage their subscription and update other parts of their service with us, thanks to how we’ve customized the setup. It’s like a self-service hub—clients have control and we spend less time on admin. It keeps the whole experience smooth, efficient and scalable. What are 2-3 benefits of using MoonClerk? MoonClerk’s support is excellent. If we ever have a question or need help, we can reach the MoonClerk team in just a couple of clicks through the chat icon—and they respond quickly. It feels personal, not like you’re dealing with a faceless support system. We also like how easy it is to customize the platform. From payment forms to email notifications, it’s easy to tailor things to fit how we work. And the flexibility with subscription amounts means we can offer different plans and pricing without limitations. How has MoonClerk helped your business? MoonClerk has made a real impact on our operations. Onboarding new team members is significantly faster—we’ve reduced training time by around 70% because the platform is so easy to use and navigate. MoonClerk has also improved the experience our clients have with us. The smooth sign-up process and self-service features have directly contributed to an increase in our client retention rate, which has gone up by 35% since we integrated MoonClerk. Would you recommend MoonClerk to others? If so, why? Absolutely. If your business has, or is planning to introduce, a subscription model, MoonClerk makes managing it effortless. It’s reliable, easy to set up, and flexible. You can scale confidently without adding unnecessary complexity. Is there anything else you’d like to add? MoonClerk has become one of those rare tools we can rely on every day. It plays an active role in both our team’s workflow and our customer experience, but it never creates friction. It does exactly what we need, scales with us, and lets us focus on growth—without getting caught up in the admin that usually comes with managing subscriptions and payments. # How The Corporate Rebel Uses MoonClerk’s “Easy-Peasy” Recurring Payment System URL: https://www.moonclerk.com/how-the-corporate-rebel-uses-moonclerk-s-easy-peasy-recurring-payment-system Customers · Dodd Caldwell · 2025-04-29 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Christina Boyd-Smith, founder of The Corporate Rebel , talks with us about how MoonClerk has helped her achieve 100% on-time payments for all her invoices. Can you tell us a little about The Corporate Rebel? The Corporate Rebel is a full-service coaching organization run by one spirited and no-nonsense Executive Coach (me!). I help individuals become powerful leaders, map careers, and make decisions. I help teams become efficient and effective, communicate clearly, and reduce stress and conflict. My work is a beautiful combination of deep inner reflection (Who are you?) and outward career and life strategy (How do you create your reality?). If you want something (a promotion, a new job, a clear next step, a more cohesive team, reduced conflict, improved relationships, greater inner peace), I ensure you get it. I am accredited by the International Coach Federation and teach at the highly rated destination spa, Rancho La Puerta. Oh, this isn’t part of my business per se, I also have a side hustle as The Vintage Concierge (Want a vintage item? I’ll find it for you!) and make an awesome peach pie. What are your day-to-day responsibilities? I’m laughing at this question because the answer is all the things. I am CEO and facilities. I’m the finance, quality, and customer service departments. I’m also the COO, CFO, CMO, owner, cleaning crew, and Executive Coach. I’m not IT. I outsource IT to my husband. Because I do everything, I need my systems to work flawlessly. How did you get started? I am a cliché corporate burnout story. I left my corporate compliance manager job to spend the summer with my children. I had no plan and trusted that something would emerge. A friend introduced me to coaching. I took one class, and my first client hired me from that class. I became a certified coach, pursued leadership development, and took many advanced trainings over the years. I followed what interested me, and my business grew organically until I few years in, I saw the culmination of everything I’ve ever been and done come together in the Corporate Rebel. What have been some key factors in your organization’s growth? I have long-standing and trusting relationships with individuals and corporations. My business is very personal. I am also an excellent coach, if I may say so myself, and I work with excellent clients who are as determined as I am to get what they want. My clients know that I am always looking out for how to make things easy for them and how to improve their lives and work. That includes the systems I use for logistics like scheduling and payments. Life is too short to be annoyed. What do you use MoonClerk for? I use MoonClerk to accept credit card payments for individual as well as corporate clients. What problems did you have with you previous payment system? Before MoonClerk, I received checks and experimented with another online system. Sending invoices is a manual process. It’s easy to miss one, or I had to send multiple reminders to finally get paid. The other online system required my clients to have an account which added an annoying step for clients to submit payments. There is nothing I hate more as a customer than “fill out this form” when “filling out this form” requires me to set up an account, establish 2-factor authentication, have codes texted to my phone and still not be able to login and complete a 30-second task. I organize things in my business around what annoys me as a client. That’s why I love MoonClerk. It’s easy-peasy for everyone. Chasing payments wasted my time. Since I am a solopreneur, my time and energy is precious. Instead of chasing paper, I’d rather spend time serving my clients, raising my children, and playing with my friends. One more to-do list item (“pay Corporate Rebel invoice”) made things difficult for my clients. I am always looking for the fastest way to accomplish a task with ease. With MoonClerk, payments happen effortlessly for everyone. What made you finally decide to use MoonClerk? Eleven years ago, when I decided to take myself seriously as a small business, I knew I needed systems that enabled me to scale to work with more clients. A friend who is always on the cutting edge of technology recommended MoonClerk. I signed up that day and never looked back. What was your experience getting started with MoonClerk? Getting started with MoonClerk was easy. Like, very easy. I set up an account and immediately started taking payments. What specific feature do you like most about MoonClerk? I like how easy it is to extend or pause a payment plan, edit a payment amount, and on rare occasions, issue a refund. MoonClerk makes it quick and easy for me to respond to my clients’ needs. I appreciate that I receive notices of payments each month as well as reminders when a client plan is about to end. That serves as a trigger to chat with my client about extending our work. I don’t have to use my precious brain space to keep track of those things. Many of my clients seek reimbursement for my services so the fact that MoonClerk automatically sends a receipt means they have the documentation they need, and I don’t have to produce a manual invoice every month. I can set up a new payment form in seconds, and it only takes seconds for my clients to complete the form. How has MoonClerk improved your business? MoonClerk has ensured 100% on-time payment of all invoices. Some corporate clients choose to pay through their Accounts Payable departments or other online payment systems. My heart sinks a little when they choose to do that. With MoonClerk, payments arrive instantly. It can sometimes take 3 months to receive a check through an Accounts Payable department or another online service. Would you recommend MoonClerk to others? Absolutely! I have recommended MoonClerk to many entrepreneurs. Anytime I hear someone complain about chasing invoices or trying to figure out how to accept payments for services, I recommend MoonClerk. # How MoonClerk Has Helped Lori Harris Reduce Delinquent Payments For Her Coaching Business URL: https://www.moonclerk.com/how-moonclerk-has-helped-lori-harris-reduce-delinquent-payments-for-her-coaching Customers · Dodd Caldwell · 2025-03-31 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Lori Harris talks with us about how the ease-of-use of MoonClerk’s payment system has helped her keep her coaching clients on-track and up-to-date on payments. Can you tell us a little about what you do? I'm Coach Lori and as an Integrative Change Coach and Life Mastery Consultant, I offer personalized coaching services with a unique approach. My focus is on empowering Black women leaders who undertake challenging and significant roles in the community. I equip them with tools and techniques to enhance their lives without increasing their workload. My understanding of the distinct needs of helpers, healers, and changemakers sets my services apart. What are your day-to-day responsibilities? I'm a solo operator, and I do a lot on my own. Maintaining client relationships is the soul of the business. I provide individual and group coaching services remotely and in person at workshops and retreats internationally via Zoom. I get some help with online tech and my podcast, Unlock Your Life with Lori Harris, but I make the rest of the business happen. How did you get started? After working as a community organizer and activist for over a decade, I continued my work as a mentor, juvenile defender, and trial lawyer for over thirty years. I loved working with young people, focusing on improving their lives and helping them achieve their dreams. I had a transformative coaching experience and decided to pursue a coaching certification. My coaching practice helps me expand my ripple. All my clients make the world a better place. As my clients work to build a just world, I help them create personal lives they love. On my own I could never touch all the issues I care about. Coaching makes it possible, whether it's health care, justice, environmental, or other issues, to have an impact by helping women who are helping others. What have been some key factors in growing your business? Growing a business requires persistence. As I grow, my clients return and refer others, which has been a huge honor and the key to my success. What do you use MoonClerk for? When my clients work with me, they are making a four to five-figure investment. I use MoonClerk to collect payments for my programs, retreats, and services. MoonClerk helps make coaching available to more people with payment plans and relieves me of the duty of becoming a bank or collection agent. What problems did you have with your previous payment system? Before MoonClerk, I used various payment methods, but I didn't like any of them. Mainly, they didn't feel professional and I was concerned about security and privacy. As a new entrepreneur, I needed help with everything. I hired my business coach, Maya Gaddie, who helped me automate important tasks. She suggested MoonClerk, and I have been so happy with the platform that I've never looked back. What was your experience when getting started with MoonClerk? I am not a techie, but MoonClerk is so easy to use that it's impossible for me to mess it up. Let me tell you, that's saying something! What specific feature do you like most about MoonClerk? I love the ease of creating a payment form with the ability to integrate terms and conditions. Naturally, I have a service contract, but I love reinforcing the most important aspects of the coaching relationship. There's a firewall between me and the client's financial data, and that's great. I never know or interact with their information, which relieves me of the duty to safely store or destroy their information. I can easily create payment links without special graphic design, technical, or coding skills. MoonClerk makes it easy to collect payment for my services. Further, MoonClerk helps me track my progress. How has MoonClerk improved or helped your business? The scheduled predictability helps my clients plan and show up as they wish 100% of the time. MoonClerk helps clients be great clients. I have only had two clients fall off track with their payments, but they quickly remedied the error once they became aware of it. # How MoonClerk Relentless Runners Reach Over $1 Million In Revenue URL: https://www.moonclerk.com/how-moonclerk-relentless-runners-reach-over-1-million-in-revenue Customers · Dodd Caldwell · 2025-01-28 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Christine Nichols and Toni Kengor, cofounders of Relentless Runners , talk with us about how MoonClerk’s recurring payment system has helped them reach over $1 million in revenue all while giving them time back by reducing their workload Can you tell us a little about Relentless Runners? Relentless Runners is an online run coaching team where we offer high quality, well rounded, virtual coaching with 10 run coaches, plus a registered dietician, a clinical psychologist, and a strength and conditioning coach. Our mission is to hit each pillar of performance to provide our athletes with everything they need to chase down their goals in a smart, strategic, and fun way. What are your day-to-day responsibilities? We are the co-founders of Relentless Runners and we both do the back end business tasks along with coaching athletes 1:1. Some of the day-to-day responsibilities include email marketing, answering inquiries emails, social media creation, posting, engagement, managing the other coaches, our team’s community involvement, recording and editing our podcast, organizing and planning team call presentations, managing the books and back end billing, and much more. How did you get started? We met through Instagram and became friends virtually. We both shared a love for running and a passion for helping others in the sport they love. We talked together about going into business coaching other runners after realizing we didn’t want to do it alone. So we did! We launched Relentless Runners in 2016 and have grown it to 10+ coaches and a team of 200+ athletes. We both left their full-time jobs to run the business and coach and it continues to grow exponentially year over year. What do you use MoonClerk for? We use MoonClerk for our athletes’ recurring monthly payments. As our team grew, we knew we wanted something automatic where we didn’t have to manually send out invoices and chase people down for payments. MoonClerk has been an amazing way to take invoicing off our plate and manage our billing automatically. What problems did you have with your previous payment system? We used Paypal and we didn’t like needing to send out invoices and chase people down for timely payments. It was just one more thing we needed to stay on top of and it took away from being able to invest time in other areas of the business. What made you finally decide to use MoonClerk? As the team continued to grow, we couldn’t keep on top of manual invoices so we went on the hunt for a system that could charge our athletes on a regular and automatic recurrence. We found MoonClerk and have been using it for years now! What was your experience when getting started with MoonClerk? It was incredibly easy to follow and set up payment forms with themes and our logo. It was years ago when we set it up but we remember it being very straight forward and feeling like a weight was lifted off our shoulders once we didn’t have to send out manual invoices. What specific feature do you like most about MoonClerk? We love that you can set the payment form to have a one-time set up fee charged on top of the recurring amount. We use this for an onboarding fee that charges our new athletes a one-time fee to get them set up on our team and then after that it automatically goes back to the set recurring amount. We also really love that you can duplicate payment forms because we separate payments by coach so it helps us distinguish the difference. We also love that we can add our logo to the payment page so it’s personalized to us. Other features we love are the ability to have coupon codes applied for when we run different sales for coaching services. And lastly, we love that we get email notifications for payments made and payments missed so we can keep on top of any failed payments due to expired cards, etc. How has MoonClerk improved your business? We feel that MoonClerk has helped our business grow by giving our clients peace of mind with their security of their payment information. Not only has MoonClerk given us the time back from sending out manual invoices, it has also given our clients back their time from having to actually make the payments monthly and manually. Now they put their payment information in one time and that’s it. They don’t have to think about it anymore than we have to think about it. Would you recommend MoonClerk to others? Absolutely. If you have multiple clients you collect payments from regularly and no longer want to remember to send out invoices and then keep track of ones that have actually paid or not paid, MoonClerk is an amazing option. # How Unique Coworking Space, The Process, Utlitizes MoonClerk’s Tiered Recurring Plan Options URL: https://www.moonclerk.com/how-unique-coworking-space-the-process-utlitizes-moonclerk-s-tiered-recurring-pla Customers · Dodd Caldwell · 2024-10-17 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Paul Shirley talks with us about his unique coworking space, The Process , and how MoonClerk’s flexibility with tiered recurring plan options has helped his business. Can you tell us a little about what The Process We're a co working space that's a little different because we host structured sessions and we offer tiered membership. So people come in for sessions that are either an hour long or two hours long, and there's always some element of goal setting and accountability. And then they're paying by the number of hours that they will use each month. What are your day -to -day responsibilities? I am the founder of The Process but we're still pretty small. So that also means doing a lot of billing and protocol and hiring and making coffee, buying wine, etc. So basically everything. We got started because I ran a similar space in L .A. that was just for writers called Writers Blok. And then we realized it wasn't just writers who needed it. It was all creatives and freelancers and side hustlers. So, we started The Process. What have been some key factors in your growth? For us, a lot of our success comes down to doing things right and having people tell other people about us, which is not unique to our business. We find that people often get this pretty big sense of relief after coming to us. They realize, “Oh, wow, finally. I am getting the stuff done that I've been putting off forever.” That might be the nagging details around something entrepreneurial or a creative project they've been putting off forever. What do you use MoonClerk for? We use MoonClerk for recurring subscriptions because we're really dependent on that recurring revenue. MoonClerk works well for us because it gives people the ability to move up and down among the various tiers that we offer. What problems did you have before MoonClerk? We have actually never really used a payment system before MoonClerk. I found MoonClerk way back in 2015 or 2016 when I was first starting Writer's Blok and needed a way to do recurring subscriptions simply. I've always enjoyed MoonClerk’s adaptability, especially around being able to create different options for tiered memberships. Would you recommend MoonClerk to others? We do. I have recommended MoonClerk to many people who are in similar straights as us, with those straights being that they need the flexibility of being able to offer different sorts of plans. MoonClerk has an advocate in us! # How MoonClerk Helped Strong With Sarah Weight Loss Coaching Process $1 Million+ With Zero Chargebacks URL: https://www.moonclerk.com/how-moonclerk-helped-strong-with-sarah-weight-loss-coaching-process-1-million-wit Customers · Dodd Caldwell · 2024-09-03 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Sarah Pelc Graca, founder of Strong with Sarah, talks with us about how MoonClerk has helped her coaching business process over $1 Million all while having zero chargebacks. Can you tell us a little about what you do? My name is Sarah Pelc Graca, and I am the founder/head coach at Strong with Sarah Weight Loss Coaching . At Strong with Sarah (SWS), we blend together nutritional and mindfulness habits with accountability to help our clients lose weight while still enjoying all foods (including chocolate and wine.) What are your day-to-day responsibilities? Throughout the day, I am coaching and communicating with our nutrition clients via email, coaching calls, and messages within our coaching app. I also meet with all prospective clients one-on-one before they sign up with coaching. I have meetings with the other SWS coaches to discuss how their clients are progressing in terms of goals. Lastly, I spend time preparing new content for clients, learning in continuing education courses, creating social media content for the business, etc. How did you get started? About 8 years ago I was working as a certified personal trainer. I lived in Chicago, and there was an untapped market to begin my personal training career. Many condo and apartment buildings downtown have beautiful gyms for their residents, but they didn’t have access to any trainers. I started my business with one client in one gym, and it quickly grew from there! MoonClerk has been there for me from the beginning to allow me to quickly and safely accept credit cards for payment from clients. What have been some key factors in growing your business? Consistency, patience, and providing a great service and experience for our clients! Consistency and patience refer to marketing following up with leads. Providing a great experience for our clients speaks for itself as many of our clients come to us from referrals. What do you use MoonClerk for? MoonClerk is the only payment processor that we use for our business. We use it for recurring monthly payments for our coaching business. What problems did you have with other payment systems? We struggled to find a reliable payment processor that allowed us to create subscriptions for monthly payments. I also struggled to find an easy way for clients to pay with a credit card that was secure and trustworthy and easy to use, both for me and for our clients. Especially when meeting someone for the first time, having a reliable and trustworthy payment processor is crucial for developing rapport with new clients. I feel that some clients were skeptical of the previous payment processor we used. What made you finally decide to use MoonClerk? MoonClerk was easy-to-use, offered competitive rates compared to other payment processors, and allowed us to easily create monthly subscription packages. What was your experience when getting started with MoonClerk? It was easy and seamless to create a new account with MoonClerk! It was an easy-to-follow process that didn’t require much time at all. What specific features do you like most about MoonClerk? Being able to quickly create custom forms for either one-time or recurring payments has been the best feature about MoonClerk. It’s EASY and convenient to use for business owners. It’s easy for me to navigate my account and process refunds if needed. The variety of payment options that clients can choose from is nice, too! Also, MoonClerk’s customer service is fabulous. Every time I have had a question, the customer service agents respond quickly. How has MoonClerk improved or helped your business? I am proud to share that we have processed over $1 million using MoonClerk as our payment processor with zero chargebacks! It has also been extremely easy to use. I simply email my new clients the link to pay after they have signed their contract, and they make payment. Would you recommend MoonClerk to others? Absolutely! It’s secure, easy to use, and has helped us grow our business! # Why Luminary Chooses MoonClerk for Flexible Payment Processing URL: https://www.moonclerk.com/why-luminary-chooses-moonclerk-for-flexible-payment-processing Customers · Dodd Caldwell · 2024-08-05 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Shai Card (Head of Data, Insights and Technology at Luminary ), talks with us about how MoonClerk’s flexibility helps her organization better serve it’s Members and staff. Can you tell us a little about Luminary? Luminary is a professional education and networking platform, as well as a community space focused on supporting women and their allies. We offer our Members access to expert and member-led programming, services, and content, as well as amenities including our work and social space in NYC, a global virtual community, and Luminary’s international Partner Network of women-forward communities - providing professional education, networking, and resources to address the unique challenges women face across all industries. Our mission is to uplift, up-skill, and empower at every phase of the professional journey. What are your day-to-day responsibilities? As the Head of Data, Insights, and Technology, my day-to-day responsibilities include managing and optimizing our technology platforms, overseeing data collection and reporting, and ensuring seamless integration across our systems. I also focus on enhancing the overall member experience through data-driven insights while supporting operations. How did Luminary get started? Luminary was founded in 2018 when our CEO & Founder, Cate Luzio, had a vision to create a dedicated space to foster connection, learning, and growth. Recognizing the systemic challenges women face in their careers, our founder wanted to build a community that offers real-world advice, tools, and resources. Starting with a single location in NYC, we quickly expanded to include a global virtual community, reflecting the demand for our inclusive and supportive environment. What have been some key factors in Luminary’s growth? Several key factors have contributed to our growth. Firstly, our unwavering commitment to diversity, equity, and inclusion has resonated deeply with our members and is a driving force behind all that we do. Secondly, our comprehensive range of resources and programs, from networking events to professional development workshops, continues to attract a diverse group of people. Lastly, our ability to adapt and expand our services, including virtual memberships and enhanced technology platforms – like the acquisition of the Cru - has allowed us to reach a broader audience and meet the evolving needs of our community. What do you use MoonClerk for? We use MoonClerk to process and manage our Member subscriptions. To ensure we remain as inclusive as possible, we need to be adaptable and flexible, and MoonClerk enables us to provide that support for our Community. What problems did you have with your previous payment system before MoonClerk? Before MoonClerk, we tried out a few different platforms that just did not allow us the flexibility to meet our Members’ needs. Things like pauses, coupons, updating payment methods, or adjusting billing rates were time-consuming tasks. MoonClerk has certainly saved us valuable time while providing a better experience for all involved. What specific feature do you like most about MoonClerk? We love the ease and cleanliness of MoonClerk’s platform that makes it user-friendly and quick for our staff to pick up on processes. MoonClerk’s intuitive design and straightforward interface mean that our team can manage payments efficiently without a steep learning curve. This simplicity saves us time and ensures that our payment processes run smoothly, allowing us to focus more on our members and their needs. I appreciate the ability to easily export data, which makes tracking and reporting seamless. The customizability of forms and coupons allows us to tailor the payment experience to fit our unique needs, enhancing member satisfaction. Additionally, the notes and comments section is incredibly useful for keeping track of specific payment details and internal communications, to make sure nothing falls through the cracks. How has MoonClerk helped your business? MoonClerk has significantly streamlined our payment processes, making it easier for both our staff and our members. Anecdotally, we offer an option for our Members to pause their membership while traveling, an option that roughly 38% of our members have taken advantage of and is only possible because of MoonClerk. This flexibility has improved member satisfaction and helped maintain strong retention rates. Would you recommend MoonClerk to others? I would! We have had a great experience integrating MoonClerk into our day-to-day operations. The platform's ease of use has made it an invaluable tool for managing our payments. It has streamlined our processes, increased efficiency, and enhanced our overall member experience. # New Feature: Comment On Payments And Recurring Plans With Team Members In Your MoonClerk Dashboard URL: https://www.moonclerk.com/new-feature-comment-on-payments-and-recurring-plans-with-team-members-in-your-moo Product · Dodd Caldwell · 2024-07-11 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content We have noticed that many of our customers use our "Notes" feature to keep track of and make comments on individual payments and recurring plans in their MoonClerk dashboard. While notes are a single text field that can be edited and deleted, there is no record of past notes or edits if they have been made. So, we have added a new feature that lets you and your team members comment in a thread on individual payments and recurring plans. While a single Note is included in the Plans and Payments exports, because Comments are a threaded conversation, they are not included in exports. Only the team member who has added the comment can edit/delete it but all team members can view all comments. Visit our Help docs to learn how to add a comment to a payment and how to add a comment to a plan . # How Virtual Training Revolution Utilizes MoonClerk To Achieve 75% Client Retention URL: https://www.moonclerk.com/how-virtual-training-revolution-utilizes-moonclerk-to-achieve-75-client-retention Customers · Dodd Caldwell · 2024-06-11 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Jeff McMahon, founder of Virtual Training Revolution , talks with us about how his switch from PayPayl and Venmo to MoonClerk helped him improve client retention to 75%. Can you tell us a little about your business? My organization is a virtual personal training business. We do 1-on-1 virtual training through Zoom or Facetime and help people get healthy working out at home all over the world. We have people in China, Colombia, Switzerland, Iceland, England, Puerto Rico, Canada, and all over the USA. We hold people accountable to their fitness goals and make it convenient, so they show up every time and get the results they want! What are your day-to-day responsibilities? I am the trainer, so my duties are to train everyone each day, create their programs, answer questions, handle scheduling – everything that’s needed to run the business successfully. How did you get started? We started out as a personal training in person studio, but because of COVID, everything transformed to virtual, and we never went back. People like the convenience of being home, the time they save so they can move on with their day, and being able to get the same results they would from going to a gym. What have been some key factors in growing your business? COVID and social media have been the biggest factors for our growth. Before COVID not a lot of people knew about Zoom or Facetime calls, but now that they are both more mainstream, it is an easier barrier to entry to convince people to stay home and workout versus needing to go to a gym. What do you use MoonClerk for? I use MoonClerk to handle all my finances for recurring payments. I can set people up with a simple link, and then handle the rest on my end. It’s way easier than using PayPal or Stripe. MoonClerk really made recurring payments a breeze for me! What problems did you have with your previous payment system? I used to exclusively use PayPal for my payments and then I used Venmo. But, trying to get everything set up for recurring payments with those systems was not easy. It was a big pain in the butt to have to remind people to pay me. Then, I had to track down them down for the payments. Streamlining the payment process now with MoonClerk just makes my life that much easier and I can see all my data a lot more easily. What made you finally decide to use MoonClerk? A client of mine was using MoonClerk and recommended it to me. Ever since I signed up, I haven’t gone back. Getting started with MoonClerk was a breeze, and after I connected it to my Stripe account, I haven’t had any issues, which has been a blessing. What specific feature do you like most about MoonClerk? The feature I like most about MoonClerk is being able to sort the recurring plans to see who is active and who isn’t and when the money is to be collected for that person. That makes my life a lot easier and allows me to stay on top of current clients versus past clients. How has MoonClerk improved or helped your business? MoonClerk has helped my business retain over 75% of my clients. When you are in the fitness world and you have to ask people to whip out their wallets and pay each month, they start to second guess as to whether it is worth it or not. When you can make it recurring, and they love the service, they don’t hesitate to keep going. Would you recommend MoonClerk to others? I would recommend MoonClerk to anyone who needs a recurring payment portal that gives you access to extra information and sorting abilities to keep track of your finances each month. MoonClerk is so smooth with the integration to Stripe and I have never had any issues getting my money. I highly recommend MoonClerk! # How MoonClerk Helped Netsicle Increase Revenue 50% While Reducing Administrative Work By 50% URL: https://www.moonclerk.com/how-moonclerk-helped-netsicle-increase-revenue-50-while-reducing-administrative-w Customers · Dodd Caldwell · 2024-05-02 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Jacob Wulff, founder of Netsicle , talks with us about how he uses MoonClerk and how switching to MoonClerk has helped his agency reduce administrative time by 50% and increase revenue by 50%. Can you tell us a little about Netsicle? Netsicle provides subscription-based digital marketing and web design services tailored to small businesses. Our aim is to make a high-quality digital marketing agency accessible to businesses of all sizes, focusing on strategies that drive real results. What are your day-to-day responsibilities? As the founder, my responsibilities include overseeing our marketing strategies, ensuring our team delivers on our promises, and constantly looking for ways to innovate our service offerings to meet the evolving needs of our clients. I also spend a large part of my day on sales calls, internal meetings, networking, and envisioning our next moves and software stacks to improve our clients’ results. How did you get started? Netsicle began from a desire to offer small businesses the kind of digital marketing services that could genuinely transform their online presence without breaking the bank. Having worked in the digital marketing field for over a decade with other agencies and helping them grow, I saw a gap in the market for affordable, high-quality marketing services that puts culture for the team and a quality product for the client at the forefront. What have been some key factors in growing your business? A key factor in our growth has been our subscription model, which provides ongoing value to our clients at a predictable cost. Additionally, focusing on building genuine organic relationships and understanding our clients' unique challenges vs the typical cold calling/cold emailing approach has led to a high referral rate and an almost non-existent churn rate. What do you use MoonClerk for? We use MoonClerk to manage our subscription payments. MoonClerk streamlines the billing process, allowing us and our clients to focus on what truly matters - growth. Once our clients sign our agreements, we automatically direct them to our MoonClerk payment form that is embedded on our website. Once the agreement is signed, our clients can choose their tiered pricing, submit their payment information and submit information about their scope of services seamlessly. Our onboarding team receives an email notification from MoonClerk once payment is made, and we’re off and running in our CRM. It’s been a great tool that I’ve used since I was freelancing and carried it over to our 20+ person agency. What problems did you have with your previous payment system? Before MoonClerk, I tried several payment systems but often encountered issues with reliability and a lack of flexibility in terms of consistent subscription management - usually a PayPal type process, sending manual invoices, or a link directly to Stripe which created a lot of back and forth after the sale. Those systems created confusion and unneeded added steps in the process. These issues sometimes led to billing errors and unnecessary onboarding work. Reducing friction is key. What made you finally decide to use MoonClerk? I originally chose MoonClerk for its ease of use and flexibility in managing various subscription models and having multiple types of subscription forms. When we started the agency, its integration capabilities with our existing tools were a no-brainer and the ease of use and ability to fit into our website via an embeddable (and branded) form and workflow played a significant role in our decision. What was your experience when getting started with MoonClerk? Getting started with MoonClerk was smooth, and I remember feeling a sigh of relief when I saw how easily I could send a form to a client and have a recurring payment in my account within minutes. The setup process was straightforward, and we could quickly transition our existing clients to the new system without any hiccups. What specific feature do you like most about MoonClerk? The feature we appreciate the most is the ability to customize subscription plans to fit the unique needs of each client. The client can choose their own pricing during checkout which takes the awkwardness out of the proposal calls. We simply let them choose when it’s time to pay. This flexibility has been crucial in providing personalized service offerings. In addition, we love the ability for the client to access a portal to update payment information, make changes, etc. MoonClerk's reliability, email automations, and the peace of mind it offers are invaluable. We love that we can customize email communications regarding payments and notifications to our clients. Additionally, the dashboard and reporting features provide us with clear insights into our cash flow and subscription metrics. How has MoonClerk improved or helped your business? Since switching to MoonClerk, we've seen a reduction in administrative time spent on billing by at least 50%, allowing us to allocate more resources towards client service and business development. In addition, we’ve grown our business recurring revenue by at least 500% since starting with MoonClerk. Would you recommend MoonClerk to others? Ab solutely, especially for businesses that rely on subscription models. Its ease of use, reliability, and flexibility make it a great tool for managing recurring payments efficiently. Is there anything else you’d like to add? Adopting MoonClerk has been a game-changer for us, reinforcing the importance of using the right tools to streamline operations and enhance billing, and client satisfaction. # How JoJoy Fitness Grew Monthly Income By 64% With MoonClerk’s Subscription-Based Payment System URL: https://www.moonclerk.com/how-jojoy-fitness-grew-monthly-income-by-64-with-moonclerk-s-subscription-based-p Customers · Dodd Caldwell · 2024-04-01 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Jo Joy talks with us about why she likes to use MoonClerk to power her subscription-based coaching service and how it helped her grow her monthly income by 64%. Can you tell us a little about what you do? I work with people who suffer from knee and back pain, and I help them become pain-free and injury proof. As a certified personal trainer and nutrition coach, with specialties in corrective exercise and behavior change, I understand how to help others increase their energy and reduce inflammation through a nutrient-dense diet, and emphasizing posture, core, stability, and balance training. We work on mobility, stability, power and strength training. What are your day-to-day responsibilities? On a day-to-day basis, I train clients live, in-person, and virtually. And, I create monthly workout and nutrition plans. I love supporting my clients with check-in calls and I am constantly shooting new videos for new programs and education for my clients. How did your you get started? As a semi-pro snowboarder and skateboarder in my early 20’s, I crashed at high speeds on concrete and ice on a regular basis. After a career-ending accident coming up short on a 40ft snowboard jump, I ultimately had five knee reconstruction surgeries and debilitating back pain for years. In my process of trying dozens of methods to alleviate pain, I became passionate about helping others find their path to relief quicker than it took me, with my focus on the safest and simplest possible ways to actually recover, and not just to use a mask or a temporary fix. What have been some key factors in growing your business? Some key factors to the growth of my business have been getting clear and specific about what I offer. I love helping people feel safe in their body so they can experience freedom again. What do you use MoonClerk for? I use MoonClerk for my clients’ monthly subscription payments. The details of what they are signing up for are on the branded landing page when I send them their secure payment form. What problems did you have with your previous payment systems? In the past, I used a Clover plugin on my phone, where the client would swipe their card when I saw them. At the gym, my clients aren’t usually carrying their wallet which made it challenging transitioning between back-to-back clients and taking payments. I also used Venmo and PayPal, or I would take checks or cash. I typically offered packages of sessions and slowly transitioned into offering larger programs where, for one flat rate, I’d offer three or six months of coaching. With all these systems, it was challenging to have a consistent monthly income throughout the year. I was constantly battling a feast and famine cycle. I craved stability and predictability with my income. These models also required me to continually ask the customer if they were renewing. I had to do that as frequently as a once a month. It gave me anxiety asking for my customers’ cards so frequently. It gave me uncertainty knowing they could decide to not buy another package at any time. It was an awkward ask all. the. freaking. time. What made you finally decide to use MoonClerk? I decided to switch to a monthly subscription business model. I require a three-month commitment and I request a 14-day cancellation notice. Switching my business to a subscription-based model from a pay-per-session model was an absolute gamechanger. I used to sell packages of sessions, typically selling eight sessions per package, and typically training clients twice per week. I would estimate I sold a package per client per month, but that was often not the case. I allowed for a 24-hour cancellation period, and when the inevitable cancellation would occur, paired with travel plans and illness, planning for my monthly income was impossible. To my surprise, my clients like the simplicity and consistency just as much as I do. What was your experience when getting started with MoonClerk? Getting started was easy. A personal trainer friend recommended MoonClerk to me. I set it up within minutes, and it looked professional immediately. What specific feature do you like most about MoonClerk? I like the branding. My clients love that they can use Apple Pay. I also like being able to say I have a secure payment form and my clients like hearing that as well. I love the simplicity of one link. It’s easy to go in and change my clients’ information. And my clients can easily go in and change their payment info. How has MoonClerk improved your business? When I finally switched to a subscription-based model through MoonClerk, my monthly income went up by an average of 64% per month. Would you recommend MoonClerk to others? I have and will continue to recommend MoonClerk to others. Moving from the pay-per session model to a more comprehensive monthly subscription offer is always what I recommend to folks in service-based entrepreneurs. I have gotten better results from my clients with this model. # How Snowball Creations Grew From Scratch To Millions In Revenue With MoonClerk’s Recurring Payment System URL: https://www.moonclerk.com/how-snowball-creations-grew-from-scratch-to-millions-in-revenue-with-moonclerk-s Customers · Dodd Caldwell · 2024-03-05 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Max Sinclair, founder of Snowball Creations and ZenDays , talks with us about how MoonClerk helped his advertising agency grow to millions in revenue. Can you tell us a little about Snowball Creations? Snowball Creations is a paid advertising agency specializing in brands that make the world better. We cover all the major paid advertising platforms of today - primarily Google Ads , Facebook Ads and LinkedIn Ads . What are your day-to-day responsibilities? I’m the founder and CEO. I take care of our clients as well as help to scale the brand to add ever more value where I can. How did you get started? Over 6 years ago now, I was running an eco-tourism startup and ultimately got great at the marketing side, in particular. I started getting requests for marketing help and it turned out that was far more my calling! What have been some key factors in growing your business? We practice what we preach so we use a lot of ads for our own marketing. It’s a double win of learning the platforms as well as getting leads. I also had a background in sales before my startup life, which I think is arguably the most important skill to figure out, one way or another. What do you use MoonClerk for? I’ve used MoonClerk now for literally the whole 6-year history of my business. We started out with small growth-hacking packages and now, exclusively running paid ads, we’re using MoonClerk to manage payment plans for our base of much larger clients. What problems did you have with other payment systems? I found them not easily adjustable and just generally restrained. Agency life is ever changing, and so are the packages that we need to set up. So, the awkward structure that other payment systems offered blocked us from making those adjustments as we needed. What made you finally decide to use MoonClerk? The flexibility, the ease of setup, and the nicely designed landing pages. What was your experience when getting started with MoonClerk? As easy as it gets. We were set up and running within an hour. What specific feature do you like most about MoonClerk? Again, the flexibility to create any and all forms very fast and then have a nice built- out landing page to receive customers from. MoonClerk’s payment system is easy to use, flexibile, and professional. How has MoonClerk improved your business? MoonClerk has been the concrete backbone behind us pulling in millions in revenue. Would you recommend MoonClerk to others? Happily and I do! MoonClerk does everything I need, quickly and easily. Whenever I’ve had questions, their customer service is helpful and quick too. # New Feature: Set Custom Messages For Disabled Checkouts URL: https://www.moonclerk.com/new-feature-set-custom-messages-for-disabled-checkouts Product · Dodd Caldwell · 2024-02-20 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content MoonClerk checkouts can become disabled for multiple reasons. One reason is because the form has reached the limit on the number of successful checkouts that are set the you create/edit a payment form. Another reason is because the form is past the date set for it to be disabled. In the past, when a payer has visited a checkout after the form has been disabled, we have set a default message that they see: After receiving requests for the ability to customize this message, we have not added a new feature that lets you change the body text for the payment form after it has been disabled. You can now edit the message that says, "This checkout is no longer available." so that it says whatever you would like. Read our Help doc to learn where to find this new feature. We hope you can use this new feature with your business. Please let us know if you have any questions. # How J. M. Sells Law Uses MoonClerk to Improve Its Automatic Lead Follow-Up System URL: https://www.moonclerk.com/how-j-m-sells-law-uses-moonclerk-to-improve-its-automatic-lead-follow-up-system Customers · Dodd Caldwell · 2024-02-13 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Joshua Sells, debt tax attorney and founder of J. M. Sells Law , talks with us about his tech-forward firm uses MoonClerk to create custom payment URLS with dynamic URL insertion to improve his automatic lead follow-up. Can you tell us a little about what your law firm? M. Sells Law is a national tax debt law firm based out of the Cleveland, Ohio area. We focus exclusively on helping individuals and small businesses resolve their tax obligations with the Internal Revenue Service. In a nutshell, we fix tax problems. What are your day-to-day responsibilities? I am the founder and senior tax debt attorney. I provide oversight of the various divisions of the firm, including marketing, client-work, and sales. How did you get started? M. Sells Law started in 2019 with a commitment to offering transparent, affordable, and efficient guidance to clients facing a number of IRS obligations. There were plenty of “tax law firms,” but they almost exclusively dealt with estate planning or tax planning. Few offered tax controversy and tax resolution services. We filled that gap. What have been some key factors in growing your business? We pride ourselves in making the process easy and streamlined for our clients. To that end, the “payment and quoting” process is typically complicated in the legal field. We fixed this. Being able to use MoonClerk to create custom payment URLS (with dynamic URL insertion, for example), we can use web-based forms to create custom MoonClerk payment URLs that are emailed with our quotes – this provides the customer a “checkout” style experience. What do you use MoonClerk for? We use MoonClerk to manage our payment links (customized based on a web-based form we use and dynamic URL insertion). Additionally, we use MoonClerk to process our recurring payments. Most of our legal clients are on on-going payment plans, so having a client-facing portal for self-service (like updating expired cards), has saved us a lot of time. What problems did you have with your previous payment system? The fees. We are rather good at “tech” here, so there was no value-add to pay someone to manage our payments (i.e. send out payment reminders, update payment methods, etc.). So, having the ability in MoonClerk to do all of this made a lot of sense for us. And the cost is very simple with MoonClerk and makes a lot of sense for us. Additionally, with our previous payment system, there was a lack of customization that we could do to provide the perfect solution to fit our needs. That system was certainly more costly and we always felt like we were letting the solution drive our strategy. What made you finally decide to use MoonClerk? We finally decided to switch to MoonClerk when we realized the technology would accommodate our strategy. It was fully customizable and allowed us to deliver the kind of payment solution that fit with our business model. What was your experience when getting started with MoonClerk? It was simple. Again, we are very “techy” here at J. M. Sells Law, so creating integrations with MoonClerk and customizing URL payment links was relatively easy for us. What specific feature do you like most about MoonClerk? The ability to create customized payment links is the biggest feature we like. Second, is the ability for the customer to handle common issues through via self-service - like updating expired credit cards. MoonClerk also has reasonable fees and great customer service. How has MoonClerk improved your business? MoonClerk has absolutely helped our business. We have seen an increase in our “checkouts.” Since we can create custom payment links, our automated lead follow-up system can text and email those payment links so the clear Call To Action in those communications is “click here to pay now and start.” I love being able to present clear “next-steps” and the “payment link” is where that happens. We have seen a higher number of follow-up leads “check out” with this option. Would you recommend MoonClerk to others? Absolutely. MoonClerk is easy to use and allows the business to define the strategy and the technology can accommodate it. # How Kirk Williams Eliminated Delinquent Payments For His PPC Ad Agency With MoonClerk URL: https://www.moonclerk.com/how-kirk-williams-eliminated-delinquent-payments-for-his-ppc-ad-agency-with-moonc Customers · Dodd Caldwell · 2023-12-05 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Kirk Williams talks with us about how switching to MoonClerk as the payment system for his PPC ad agency, Zato , eliminated the issues he had with delinquent customers. Can you tell us a little about what Zato does? ZATO is a PPC micro-agency that audits, builds, and optimizes Google and Microsoft Advertising campaigns for Ecommerce brands spending between $25K and $1M/month in ad spend. We also have a Small Budgets Program that is geared towards affordable human-led PPC management for businesses spending under $10k/month. I like to say that we care more about our clients’ growth than we do our own, as we strive to do great work in PPC and then go home in the evenings to our families. It’s my own personal attempt to battle the burn-out culture for which digital agencies are often known. What are your day-to-day responsibilities? We are a small agency (there’s just 5 of us), but we operate at a very high skill level in Google Ads so I rely on my team primarily to manage accounts while I run the business and provide strategic support on accounts as needed. I also manage 1 or 2 accounts myself so I can keep my PPC skills sharp! Otherwise, I’m a typical small business owner who does a little bit of everything, especially in terms of the primary marketing and sales for our company. How did you get started? In 2011 I was working in-house at an ecommerce brand and began a side business to make a little extra cash (we lived in Louisville, KY at the time). I discovered it was quite enjoyable finding and managing a variety of different clients and went out on my own shortly after that. Over the years I collected a few team members along the way, but we’ve always tried to keep our core business objective at our forefront and never scale faster than our service quality could stand. What have been some key factors in growing your business? I have a loud mouth online, and in some ways, attribute my success to Twitter. My objective in the early days was to share my knowledge on Twitter and would often spend hours helping others in tweet threads work through PPC issues. I also have a sense of humor so enjoyed making memes only PPC marketers would understand. This eventually led to opportunities for speaking at conferences (I have spoken around the world in cities such as Sydney, Dublin, Milan, London, New York, LA, Portland, Dallas, Minneapolis, and many others) as well as writing for well-known industry publications such as MarketingLand, the Microsoft Blog, the Shopify Retail Blog, Moz, and others. This led to the development of relationships through networking which has given us a fairly steady source of inbound leads. I think we’ve probably spent under $3,000 on actual advertising in total over the decade of our existence (not counting marketing expenses for conference travel and meals, however!), but with millions in business revenue over that period… so I’d say the inbound strategy has worked well for us! What do you use MoonClerk for? MoonClerk is how we process many of our client fees. PPC clients typically have two fee systems: they have to pay the Platform such as Google and they have to pay someone to manage their ad channel. We use Moonclerk to set up and process ZATO fees. What problems did you have with your previous payment system? My old system was me invoicing clients, and that involved a bit of work each month for me or someone else to calculate the fees and send an invoice. The main issue we ran up against with our old system, is that it was easy for clients to become accidentally delinquent. We rarely ever had someone never pay us, but it was common for payments to be “forgotten” for weeks. While we were able to keep up with the delinquent payments, it was a constant hassle, and would sometimes become a minor source of friction between us and our stressed-out clients who were business owners. What made you finally decide to use MoonClerk? We actually first used MoonClerk for another small business my wife and I started and later sold - a local coworking space in Billings, MT. We wanted a seamless membership payment process, and at some point I realized it was such a good system that I should figure out how to incorporate it into my primary business. What was your experience when getting started with MoonClerk? Since MoonClerk is an automated billing system, our issues with overdue payments disappeared virtually overnight, with only a few card expiration issues popping up here and there. What specific feature do you like most about MoonClerk? MoonClerk does what it’s supposed to do! That alone is incredibly valuable to a busy small business owner. Obviously the simple, automated payment processing is the core of Moonclerk for us, but we also really appreciate the easy-to-use UI in setting up payment forms. We love the template options for the forms. We use a template as a base form for every new plan, and then we can rapidly change it up if there is a unique aspect to a new client. I also love the ability to easily change the plan if a client needs to change something up, adjust payment rates, set a new date for the payment to process on, or even run single manual charges if a client purchases a one-time service from us. It’s all very seamless, and the client portal easily allows them to change their card details and plan details on their end, as well. How has MoonClerk helped your business MoonClerk has so obviously simplified my invoicing workflow. So, it’s most specifically helped me. Would you recommend MoonClerk to others? Absolutely, and I have before! When something “just works” and “does what it’s supposed to do”, like MoonClerk does, I’m a huge fan. # How Kurt Rawlins Grew His Online Fitness Coaching Business To $30K MRR Using MoonClerk To Accept Payments URL: https://www.moonclerk.com/how-kurt-rawlins-grew-his-online-fitness-coaching-business-to-30k-mrr-using-moonc Customers · Dodd Caldwell · 2023-11-14 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Kurt Rawlins talks with us about how he has grown his online fitness coaching business to $30,000 in revenue per month using MoonClerk as his recurring and one-time payment system. Can you tell us a little about your business? I own an Online Fitness Coaching business. We help women between the ages of 30-60 lose up to 20 pounds in just 90 days. What are your day-to-day responsibilities? I create content for email and social media, coach clients, and work on my business - improving our deliverables, programs and nutrition protocols. How did you get started? I started my in-person training business in 2009 and got my 1st online client in 2017. From there, I have built the business to 70+ clients, another full-time coach, and a virtual assistant. What have been some key factors in growing your business? My main factors for growth have mainly been creating content for a specific target market (women trying to lose weight) and including plenty of calls to action to get people to raise their hands to work with us. I also give out a ton of free guides and I have a free course. What do you use MoonClerk for? I use MoonClerk for our one time payments and our recurring billing. I have only ever used MoonClerk – it’s so easy to use. What made you finally decide to use MoonClerk? A mentor of mine recommended MoonClerk. What was your experience when getting started with MoonClerk? Great! MoonClerk was easy to set up, the fees are reasonable, and I’ve never had issues. What specific features do you like most about MoonClerk? Accepting credit/debit cards as well as international payments. MoonClerk has low fees and the recurring plans I can create have a lot of flexibility and are very easy to set up. How has MoonClerk improved your business? MoonClerk has made it so easy to take payments from clients. Before MoonClerk, I was making only a few thousand dollars per month. I am now making $20-$30k monthly. Would you recommend MoonClerk to others? Yes, for all the reasons I mentioned above. MoonClerk is so easy to use, has low fees, and I can take international payments. # How Good Earth Recycling Uses MoonClerk’s Plug-And-Play Recurring Payment System URL: https://www.moonclerk.com/how-good-earth-recycling-uses-moonclerk-s-plug-and-play-recurring-payment-system Customers · Dodd Caldwell · 2023-10-04 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Nicholas Nowicki, owner of Good Earth Recycling , talks with us about how he made the decision to use MoonClerk from the start of his business and how MoonClerk’s flexibility has helped him grow and retain customers. Can you tell us a little about Good Earth Recycling? We provide a recycling curbside collection service for residential homes and small businesses in West Texas. Our goal is to provide convenient, no-sorting recycling solutions to households and small businesses in an affordable and simple way. We have been operating in West Texas for 7 years now. What are your day-to-day responsibilities? As the owner I wear many different hats to keep things running smoothly and efficiently. Depending on the day, I may be hiring, running routes, doing desk work, or networking. How did you get started? I grew up in Dallas where recycling was easy. When I moved to Lubbock to attend Texas Tech, I found that recycling was a challenge. I thought that if I could create a service that mimics the convenience and ease of recycling in Dallas, it would be a service a lot of people would be interested in, and we could make a really positive impact in West Texas. We started with a Jeep and a small trailer, working directly with Texas Tech to help process the recycling, and we grew and evolved from there! Now we recycle in several municipalities in West Texas, and we just expanded to Abilene, TX. What have been some key factors in growing your business? Some key factors in our growth have really boiled down to finding the right people and partners. Whether that is hiring passionate, detailed-orientated individuals, partnering with the best recycling processors, or finding good systems like Moon clerk, it has made all the difference. Finding the key partnerships in our business that we can reliably use long-term without worry has really allowed us to focus on ideas and growth opportunities. What do you use MoonClerk for? We use MoonClerk for all of our residential payments. Most of our customers have a subscription-based service with us, but MoonClerk also makes it easy for our customers to schedule a one-time pickup or to buy individual products on our website, like recycling bins. What was your experience when getting started with MoonClerk? When we started the business, we started with MoonClerk. We knew we wanted a subscription-based service model and after some research, it was apparent that MoonClerk was ideal for that purpose. MoonClerk’s fees have been reasonable, and the platform has been easy to use. We like that MoonClerk has been clean and simple. We don’t want to write code or create our own templates. A simple plug-and-play system works best for us and allows us to focus on sales and growth. When we started with MoonClerk it was easy to use and integrate the forms into our website. I like that we could edit the forms to fit our branding so it felt like an extension of our website. What specific feature do you like most about MoonClerk? I like that MoonClerk is easy to use. When we have a new client who needs a specific payment amount, we can just go in and create a form. It makes invoicing easy and we can pause customer accounts easily. We like that with MoonClerk we can easily upcharge customers. It’s so nice to be able to directly send customers a payment link, which acts as a digital invoice. MoonClerk retains the customer history so we can always go back in and find information, even if it has been months or years. How has MoonClerk helped your business? MoonClerk has helped us streamline our billing process and retain customers. Would you recommend MoonClerk to others? We would recommend MoonClerk to any small business that wants a turn-key billing system to implement. # Lawn Care Businesses URL: https://www.moonclerk.com/payment-solutions/lawn-care-billing-software Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Lawn Care Billing Software With MoonClerk's lawn care billing software, you can focus on building your business rather than tracking down late-paying customers or sending out invoices. Perfect for Lawn Care and Landscape Businesses As the owner of a lawn care business you have a business to grow, lawns to mow, crews to manage, and invoices to collect. Let MoonClerk’s lawn care billing software help you get paid on-time, every time by automatically charging your customer’s card on a recurring basis. You can also charge your customer’s card for one-off , irregular services (such as mulching) when they sign up or at any time after they’re signed up for scheduled recurring payments – no need to ask for their card again or to wait for them to send a check. Whether you charge for one-off payments, recurring payments, or variable amounts over time, MoonClerk makes the entire process painless for you and your customers. Get Paid Faster Don't wait for your customers to send their payments. Send them an email with a secure link they can click on to enter their credit or debit card information and pay your invoice immediately. If it's a recurring invoice, MoonClerk charges their card automatically every time they're scheduled to pay. Manage Your Customers Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. Export all of your information in a spreadsheet at any time. If for some reason your customer's card is rejected, we handle sending out automatic emails so they can update their card themselves. You'll also be notified and be able to update it for them. Accept Payments In-the-Field You can have your customers pay you on your iPhone, iPad, or Android while you're at their home or business. Our payment forms automatically resize to whatever device you may be on. Accept Payments on Your Website Allow your customers to pay on your website. You can embed the entire checkout process on your site or you can link to it from anywhere. Easily style the checkout to match your site by choosing fonts and colors, and adding your logo. Start Immediately You can be up and running and accepting your first payments in 5 minutes without being a computer whiz. No need to worry about merchant accounts, security, or hiring a programmer either. Our lawn care billing software takes care of everything and you're instantly approved. # Massage Therapists URL: https://www.moonclerk.com/payment-solutions/massage-billing-software Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Massage Billing Software Massage billing software has never been easier. Perfect for Massage Therapists As a massage therapist you have clients to treat, appointments to schedule, and a life to live. Let MoonClerk’s massage billing software take the worry out of getting paid. Set your clients up on a monthly membership program where they receive a discounted rate and in return you get paid every month, regardless of whether they use your services. Or, just as easily, charge for a single visit. Whether it’s one-off payments, recurring payments, or variable amounts over time, MoonClerk makes the entire process painless for you and your clients. MoonClerk lets you spend more time doing the work you’re trained to do and less time dealing with paperwork. With MoonClerk’s massage billing software, you can focus on your patients rather than with difficult-to-use payment systems. Let MoonClerk act as your personal “clerk,” making sure you get paid efficiently and on-time. Start Immediately You can have your massage therapy practice up and running and accepting your first payments in 5 minutes without any programming. No need to worry about merchant accounts, security, or hiring a programmer either. Our massage billing software takes care of everything and you're instantly approved. Get Paid Faster Don't wait for your clients to send their payments. Let them click a link, enter their credit or debit card information and pay your invoice immediately. If it's a recurring invoice, MoonClerk charges their card automatically every time they're scheduled to pay. Manage Your Clients Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. Export all of your data in a spreadsheet at any time. If for some reason your client's card is rejected, you'll know and be able to update their account and card information. Accept Payments at Your Spa or Facility You can use MoonClerk as a "virtual terminal" so that patients can check out in your office. Our payment forms automatically resize to whatever device you may be on. So, you can check your patients out using your smartphone, tablet, or computer. Accept Payments on Your Website Allow your clients to pay on your website. You can embed the entire checkout process on your site or you can link to it from anywhere. Easily style the checkout experience by choosing fonts and colors, adding your logo, and more. # Medical Practices URL: https://www.moonclerk.com/payment-solutions/web-based-medical-billing-software Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Web Based Medical Billing Software MoonClerk's web based medical billing software lets you spend more time treating patients and less time training staff and dealing with paperwork. Perfect for Medical Practices As a physician you likely have patients to treat, employees to manage, and an office to run. Let MoonClerk’s web based medical billing software take the hassle out of installing a payment system. MoonClerk allows you to set your patients up on payment plans in order to finance expensive treatments or to pay for recurring treatments. You can also invoice your patients and allow them to pay online, by email, or from your website. Additionally, your staff can use MoonClerk as a virtual register to check out your patients in your office. Whether it’s one-off payments, recurring payments, or variable amounts over time, MoonClerk makes the entire process painless for you and your patients. With MoonClerk’s web based medical billing software, you can focus on your patients rather than with difficult-to-use payment systems. MoonClerk works with a wide variety of medical practices, such as: Concierge Services Independent Practices Small Group Practices Personal Physicians Luxury Healthcare Providers Plastic and Cosmetic Surgeons Direct Primary Care Physician Practices Concierge Medicine Physician Practices Dentists Orthodontists Cosmetic Dentists Start Immediately You can have your medical practice up and running and accepting your first payments in 5 minutes without any programming. No need to worry about merchant accounts, security, or hiring a programmer either. Our web based medical billing software takes care of everything and you're instantly approved. Get Paid Faster Don't wait for your patients to pay. Whether a patient is checking out in your office, on your website, or from an emailed invoice, they can enter their credit or debit card information and pay immediately. If it's a recurring invoice, MoonClerk charges their card automatically every time they're scheduled to pay. Manage Your Patients Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. Export all of your data in a spreadsheet at any time. If for some reason your patient's card is rejected, they'll receive a notification and be able to update their billing information. Additionally, you'll be notified and be able to update their account and card information. Accept Payments in Your Office You can use MoonClerk as a "virtual terminal" so that patients can check out in your office. Our payment forms automatically resize to whatever device you may be on. So, you can check your patients out using your smartphone, tablet, or computer. Accept Payments on Your Website Allow your patients to pay on your website. You can embed the entire checkout process on your site or you can link to it from anywhere. Easily style the checkout experience by choosing fonts and colors, adding your logo, and more. # MoonClerk Pro for Mailchimp URL: https://www.moonclerk.com/moonclerk-pro-for-mailchimp Extension We auto-send and auto-sync payer name, email address, recurring plan status, and much more to Mailchimp. ## Content Run a paid newsletter Run Your Own Paid Mailchimp Newsletter. Use our MoonClerk Pro for Mailchimp extension to sell access to your newsletter via subscription or one-time payments. We auto-sync data to Mailchimp. Add the extension for just $18/mo. Automatic Integration When your payers check out on a MoonClerk payment form, we automatically add their names, email addresses, recurring plan statuses, and much more checkout data to your Mailchimp account. Automatic Syncing Then, we auto-sync all of that information, including their recurring plan statuses, in Mailchimp. You never have to manually update their data in Mailchimp. Segment Subscribers In your Mailchimp account, you can then segment your payers by their recurring plan statuses and other data to determine who you want to send to, what you want to send them, and when. Send Emails to Paid Subscribers Send emails to payers based on the segment they're in. For example, you can choose to send to subscribers with active recurring plans but exclude those with canceled recurring plans. Because we auto-sync their information, you never have to worry about sending paid content to subscribers who aren't paying. Read step-by-step instructions and more details in our Help docs. # MoonClerk Recurring Payments vs. Squarespace Recurring Payments URL: https://www.moonclerk.com/moonclerk-recurring-payments-vs-squarespace-recurring-payments Business · Dodd Caldwell · 2023-09-26 We built MoonClerk from the ground-up with recurring payments in mind. Because MoonClerk’s sole focus has always been recurring payments, as opposed to recurring payments just being an add-on for us, there are often advantages to using our system - both from a functionality standpoint as well as a usability standpoint. ## Content Squarespace is one of the most popular website builders on the market. We have a lot of customers who use Squarespace for their websites and it’s a great tool. We even have a tutorial on our blog showing how to use MoonClerk with Squarespace . Because Squarespace has now added some recurring payment features, many businesses and organizations might investigate using Squarespace for that purpose. We built MoonClerk from the ground-up with recurring payments in mind. Because MoonClerk’s sole focus has always been recurring payments, as opposed to recurring payments just being an add-on for us, there are often advantages to using our system – both from a functionality standpoint as well as a usability standpoint. We’ll try to cover some of the differences in the two systems here. Payer Portal With MoonClerk’s Payer Portal, you can choose to give your payers the option to view and make self-service updates to most every aspect of their recurring plans. Read more about MoonClerk’s Payer Portal and what your payers can control. With Squarespace, your customers have limited options to update their own information, none of which can be enabled/disabled by you. Startup Costs MoonClerk’s monthly fee starts at $18. Similar to Squarespace, we don’t charge an additional per-transaction fee. Visit MoonClerk’s pricing page. With Squarespace, if you want to accept recurring payments, you’ll need to subscribe to their Commerce Advanced plan. Their Commerce Advanced plan costs $40 – $46 per month, plus tax. Design MoonClerk allows you to create unlimited design themes and style the checkout experience to match your site and brand. Read about your options for styling the MoonClerk checkout process. On Squarespace, once you arrive at the checkout page, you’re limited to their default checkout design. Donations MoonClerk works well for donations and we have many nonprofit clients. Squarespace doesn’t allow recurring payments for donations. ACH MoonClerk allows you to accept recurring and one-time payments via ACH / bank accounts as well as credit/debit cards. The transactions fees for ACH payments are drastically lower than card payments, making them a great option for large volume transactions. Learn more about using ACH with MoonClerk and its advantages. Squarespace doesn’t offer ACH payments for either one-time or recurring payments. Decided at Checkout MoonClerk allows you to let your payers choose at checkout: the amount, frequency, start/recurring day, and duration of their recurring plan. You can set these options yourself but you can also let your payers set them. Squarespace doesn’t allow your payers to determine these parameters and it doesn’t offer some of these parameters, regardless of who might determine them – you or the payer. Upfront Amounts MoonClerk allows you to accept one-time upfront payment amounts that are different than the recurring amount. These upfront payments can be charged right when a customer checks out or in the future if the recurring plan is scheduled to start in the future. Squarespace doesn’t offer upfront amounts. Amount Options MoonClerk allows you to set an open amount for a checkout where your payer can choose what they want to pay. We also allow you to list “suggested” amounts at checkout. With Squarespace, you always have to set the specific amount or amounts that your payers will pay at checkout. Optional Fees MoonClerk allows you to charge a fee (as a percentage or whole dollar amount) but also allows you to make the fee optional for your payers to choose at checkout. With Squarespace you can set shipping fees and taxes based on certain parameters; however, Squarespace does not allow for any optional fees. Recurring and Start Days MoonClerk offers the following options for the start day and recurring day: – The day the payer checks out (default) – Set a fixed day of the week or month (ex. every Wednesday or the 1st of every month) – A specific date in the future (ex. the 25th of January of next year) – After a trial period of X number of days – Whenever the payer decides as they check out Squarespace only offers the option for recurring payments to start and recur on the day the payer checks out. Address Verification and Limitation If you choose to ask for an address at checkout, MoonClerk allows you to also choose to verify that the address is a valid USPS physical address . If you’re shipping internationally, you can also choose which countries you want to appear as options at checkout. Squarespace doesn’t offer verification of US-based addresses or a way to limit the list of the countries at checkout. Coupons With MoonClerk, you can use coupons for one-time and recurring payments. When you create a coupon code with MoonClerk, you have the ability to choose a wide variety of parameters for the coupon. Learn more about the options available for coupons with MoonClerk Squarespace doesn’t allow the use of coupons for recurring checkouts. Programmatically Passing Data to Checkouts With MoonClerk, you can programmatically “seed” checkouts with a name, email, or a specific amount by passing through a query parameter to the payment form URL. You can also track a known user from your site through the MoonClerk checkout by passing a custom ID to the checkout . Squarespace doesn’t offer the ability to programmatically pass data to checkouts or track known users through the checkout. Checkout Limitations With MoonClerk, you can limit payment forms so that your payers can’t check out on them after a specific date or after a specific number of successful checkouts. You can’t place limitations on checkouts in Squarespace. Payer Account Creation MoonClerk doesn’t require payers to create accounts but still gives every payer a secure method for updating their recurring plans . With Squarespace, payers must create an account in order to complete a recurring payment checkout. Skipping and Pausing Payments With MoonClerk, you can skip recurring payments for your payers by moving their next recurring day to a day in the future. You can pause recurring payments because whenever you cancel a recurring plan in MoonClerk, you can restart it with the click of a button at any time. Squarespace doesn’t allow for skipping payments or pausing recurring plans. Editing Plans after Checkout With MoonClerk, we allow you to edit almost every aspect of your payers’ specific recurring plans even after they checkout. You can take actions such as changing the amount they pay , the frequency , the duration , and the recurring day (which also allows you to skip payments). You can also apply account credits and debits , update the name, email , and update the custom field information your payers entered. You can go in at any time and charge the card you have on file for them. You can also take actions like manually retrying unpaid invoices (in addition to our automatic retries), and forgiving old ones . With Squarespace, after a payer has checked out, you aren’t able to change any of these parameters or take any of these actions. Instead, with Squarespace, you will need to cancel the payer’s recurring plan and then have them check out again for a new recurring plan. Plan Cancelation With MoonClerk you can choose whether you want your payers to be able to cancel their recurring plans on their own or not. With Squarespace, your payers are always able to cancel their own recurring plans. However, whether you or your customers have canceled their plans, with Squarespace, you are not able to restart those canceled plans. With MoonClerk,k you can restart any canceled recurring plan. Notification differences MoonClerk and Squarespace both send email notifications to you and the payer but the types of emails vary. However, MoonClerk offers a wide variety of recurring payment-specific email notifications. For example, with MoonClerk you can choose to send yourself or your customers a notification about upcoming payments. Squresapce does not offer this notifications. Additionally, whenever one of your customers updates their name, address, email, etc. MoonClerk sends you a notification. No such notifications exist in Squarespace. You can choose whether or not to send notification emails , and you can customize their content with dynamic data . Learn about the emails that you can send to your payers with MoonClerk. Learn about the emails that you can send to yourself with MoonClerk. MoonClerk also offer a number of other non-customizable emails such as password resets, payers portal log-ins, etc. Viewing Subscribers Squarespace does not offer a way for you to view your subscribers in a dashboard. You will need to keep track of those yourself. You would need to create an export then manually perfom your own filters in a spreadsheet. MoonClerk's dashboard allows you to view all of your subscribers and filter them based on a wide variety of factors. Renewal Schedule With Squarespace, all checkouts on the 28th, 29th, 30th, or 31st of any given month will eventually bill on the 28th of every month. They eventually defeault to the last day of each month and never revert to their original date. With MoonClerk if someone checks out on the 28th, 29th, 30th or 31st of the month, they will always bill on that day (unless there are lesser days in the month, in which case they will bill on the last day of the month and then revert back to their normal date after that.) Stripe Subscriptions Squarespace does not use Stripe's subscription system. They only store the card information for each of your subscribers in Stripe. Squarespace has their own recurring software infrastructure. MoonClerk is built on top of Stripe's recurring software infrastructure. Final Notes If you would like to make the move from MoonClerk or any other system to Squarespace for recurring payments, one key item to consider is that Squarespace doesn’t allow you to migrate your existing customers or recurring plans onto Squarespace. You’d need to cancel all of your recurring plans in the other system and then have those payers check out again on Squarespace. However, if you are using Squarespace's recurring payment system and would like to migrate to MoonClerk, we would love to talk with you. We can help you manually import your Squarespace subscribers (using your existing Stripe account with Squarespace) to MoonClerk. Just send us an email at help@moonclerk.com At MoonClerk, we’re always trying to improve our recurring payment system. We love getting feedback and look forward to hearing from you. If you have any questions about MoonClerk, let us know! # How DwGrowth Grew From 5 Customers To 70 With Less Work URL: https://www.moonclerk.com/how-dwgrowth-grew-from-5-customers-to-70-with-less-work Customers · Dodd Caldwell · 2023-09-06 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Dean Wethers, founder of DwGrowth , talks with us about how he has grown his marketing agency with MoonCerk handling his payments. Can you tell us a little about your business? We offer organic marketing solutions on Instagram and TikTok to help musicians, influencers, and public figures grow and reach potential new fans to expand their reach and engagement online or to drive new sales to their business What are your day-to-day responsibilities? I handle everything from marketing to customer support, to branding and customer setup for the agency. How did you get started? I'm an influencer and musician who always wanted to grow my audience but didn't know how. It took me years of trial and error to figure out what works and what doesn't - and how to spot fake results. My goal was to provide other artists and influencers the possibility to grow their audience and reach hundreds of thousands of potential new fans through organic targeting methods, all while seeming genuine. What have been some key factors in growing your business. My ads and my online presence have been the key factors to my growth. I market myself very well and keep a sharp image with high quality content to stand out from the rest. I use my large online following to help source new customers and, from there, word-of-mouth has been a huge growth factor in my business as well. What do you use MoonClerk for? I use MoonClerk so that my customers can sign up with us for specific marketing plans. I need to be able to capture all of the specific information we need from them, have that information organized in one place, and give my customers the ability to change and update that information as time goes. That’s a life saver. What problems did you have with your previous payment system? I used to strictly use PayPal recurring subscriptions, but the dashboard wasn't that user friendly and you couldn't really edit or make checkout forms to capture custom information. And management of the subscriptions themselves was very limited. I ended up making people check out multiple times or I had to write down information manually on my end if they wanted to change anything, which took more of my time. What made you finally decide to use MoonClerk? Seeing a competitor using Moon Clerk on their site made me realize just how streamlined and ideal it would be for my website. Having custom checkout forms with my own themes, coupons, and billing options/cycles etc. makes a world of difference. What was your experience when getting started with MoonClerk? MoonClerk was super easy to set up and I haven't looked back. I've been using MoonClerk for over 5+ years and I wouldn't switch to anything else! What specific feature do you like most about MoonClerk? I like being able to require users to accept my Terms of Service before they are able to check out so that I'm protected from any potential issues that may arise.I also like being able to take payments via bank account, Apple Pay, Google Pay, or credit card. Another good feature I like is that I get emails for just about everything that happens within my MoonClerk account - whether it's a new sign up, cancelation, someone updating their plan etc. I get notified right away for all of it! How has MoonClerk helped your business? I went from managing about 5 accounts manually and chasing down payments every month with information scattered everywhere to now handling 70+ clients like a breeze. And, all of their information is in one place for me. Being able to offer a monthly service and utilizing MoonClerk is the best decision I've made. When a customer wants to pause for a month, we can simply pause the plan and un-pause when they are ready. Or better yet, even if they cancel and come back later, I’m able to restart their old plan, saving them time from having to sign up all over again and helping capture the sale even quicker! Being able to capture automatic payments on a monthly basis rather than chasing down payments every month manually is a big difference maker. Also, with the customers having the option to edit their plan, it makes it easier to keep track of everything when they want to change it as everything is logged in the history of the plan. Would you recommend MoonClerk to others? Yes! There are just so many customization features. And the benefits of being able to take payments and information through the custom forms are worth every penny. # More Payment Options Now Available on MoonClerk Checkouts - CashApp, Link, SEPA, BECS, Bacs URL: https://www.moonclerk.com/more-payment-options-now-available-on-moonclerk-checkouts-cashapp-link-sepa-becs Product · Dodd Caldwell · 2023-08-02 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content We’re excited to announce that even more payment methods are now available for payers checking out on your MoonClerk payment forms. In the past we’ve offered credit/debit card payments, ACH bank payments (for our USA based customers), Apple Pay, Google Pay, and Microsoft Pay. We’ve recently added the following payment options: CashApp SEPA (Mainly for European MoonClerk customers) BECS (Mainly for Australian MoonClerk customers) Bacs (Mainly for UK MoonClerk customers) Stripe Link CashApp If your payers have a CashApp account, they can use it to scan the QR code to complete payment: SEPA, BECS, and Bacs If you are based in the EU, you will see the option to accept SEPA bank payments that your payers can choose when they check out. If you are based in Australia, you will see the option to accept BECS bank payments that your payers can choose when they check out. If you are based in the UK, you will sed the option to accept Bacs bank payments that your payers can choose when they check out. See Stripe’s transaction fees for these payment methods. Stripe Link Link is a Stripe-proprietary system that allows payers who have already checked out and saved their information with a Stripe-related checkout to check out quickly with that same payment method. Link autofills your payers’ payment information to create an easy and secure checkout experience. If someone is checking out for the first time with Link on your checkout, they can quickly create a Link account for future use. How to Implement These Payment Methods If your account is eligible for CashApp, Stripe Link, SEPA, BEC, or Bacs (mainly based on the country your account is based in) those options will show up in the Payment Methods section of the Payment Form creator in your MoonClerk dashboard, along with the other payment method options: Your payers will see all available options at checkout. This example shows debit/credit, ACH, CashApp, Apple Pay, and Link. # How MoonClerk Helped The Conscious Professional Reduce Uncollected Payments From 20% To 5% URL: https://www.moonclerk.com/how-moonclerk-helped-the-conscious-professional-reduce-uncollected-payments-from Customers · Dodd Caldwell · 2023-07-06 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Jay Abbasi, founder of The Conscious Professional, talks with us about why he switched to MoonClerk and the impact it had on his coaching business. Can you tell us a little about your business? At “The Conscious Professional”, we help professionals build careers they love. The coaching programs we provide enables our clients to level up their careers so they can do fulfilling work they enjoy, making the money they want to make, without suffering the pitfalls of stress, anxiety, or burnout. What are your day-to-day responsibilities? I personally coach each of our clients, run meetings with professionals interested in our programs, while ensuring my team is supported to handle the other responsibilities of the business. How did you get started? After working in corporate for a number of years, including stints at Tesla and SolarCity, I recognized that so many professionals were unfulfilled in their work. They had ambition, but oftentimes burned themselves out doing work that didn’t truly fulfill them. Having learned tools and methodologies that enabled me to build a balanced and fulfilling career, I made it my mission to help others get unstuck and have their work align with their greater purpose. What have been some key factors in growing your business? I’d say a willingness to adapt and consistency in outreach are 2 main factors. We are constantly testing new strategies, gathering data, and looking at the business through an objective lens to figure out how we need to adapt. Plus, we are consistent in our sales and marketing strategy which has proven to yield results. What do you use MoonClerk for? We process customer payments through the MoonClerk platform. That includes either upfront payment for services, or setting up a payment plan over a number of weeks. What problems did you have with your previous payment system? There wasn’t an easy way to create a payment plan through other payment systems. The other systems made it difficult to collect payments from clients. We’d have to manually follow up, get them on another call, or ask them to complete an invoice, which created friction in our ability to collect payments. I love how simple and easy it is to use MoonClerk. Other systems overcomplicate things. What made you finally decide to use MoonClerk? The simplicity of the service and the ability to make customized payment plans made it an easy decision. What was your experience when getting started with MoonClerk? I found MoonClerk to be so easy to use right off the bat. What specific features do you like most about MoonClerk? I love that I can customize payment plans and hoose which notifications go out and which don’t. Those have been the best features for my business. MoonClerk connects directly to Stripe, so we can review reports and download data very easily. How has MoonClerk helped your business? Before we started using MoonClerk, approximately 20% of our payments were uncollected. After using MoonClerk, that number has dropped significantly to approximately 5%. Would you recommend MoonClerk to others? Absolutely. The ease of use, the ability to customize, and the integration with Stripe make MoonClerk a no-brainer. I’m so happy to have discovered MoonClerk! # How RC Family Lawyers Quickly Grew To A Million Dollar Firm With Help From MoonClerk URL: https://www.moonclerk.com/how-rc-family-lawyers-quickly-grew-to-a-million-dollar-firm-with-help-from-mooncl Customers · Dodd Caldwell · 2023-06-02 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Rocio Cervantes, founder of RC Family Lawyers , talks with us about how she has used MoonClerk to scale her legal firm and why she recommends it. Can you tell us a little about what your law firm? At RC FAMILY LAWYERS, PLLC., we help individuals, mostly the Latin community, deal with one of the toughest times in their lives - from custody cases to divorces. We deal with CPS, Police Officers, Counselors, Forensic Interviews, etc. and ensure that the focus is always on the client and their children and getting them through this tough process with the best results all while educating them of the process itself. Our motto is “Moving You Forward” and that’s what we strive to do. What are your day-to-day responsibilities? My paralegals deal with sending client’s contracts, intake sheets, Inventory and Appraisement sheets, Witness Lists, Rule 11 Agreements, Final Orders, etc. for them to sign on any given day. Along with scheduling mediations, hearings, and getting Orders signed by the clerks, my team also ensures that client’s day-to-day questions get answered. My job is to ensure the legal strategy of the case is one that allows the best results for the client and if we need to litigate the case. How did you get started? I started RC FAMILY LAWYERS, PLLC January 4, 2021 after I realized that I was 100% client-referral based and had enough referrals to sustain a team of paralegals on my own. I also realized that the past 3 law firms I had worked at were antiquated and using old systems and were not leaning on new technologies and systems to help them advance and grow. I knew I wanted to do things differently and I took a gamble and ventured out on my own. I always had aspirations to be an entrepreneur and knew that this was in my cards. I never doubted myself and always bet on me. I secured a team of rockstar paralegals and that is how RC FAMILY LAWYERS, PLLC was born. We have been successful since the first year. What have been some key factors in your growing your firm? Our growth is linked to the exceptional service we provide and the fact that we are a team of bilingual individuals. The Latin community has taken to us and spread the word that we strive to ensure our clients have a pleasant experience, given the situations they find themselves in. Our team is always willing to take the extra step to ensure the client is satisfied. What do you use MoonClerk for? We use MoonClerk to collect our clients’ weekly fees for the work rendered. Clients like the ease of using MoonClerk and we like it as well. What problems did you have with previous payment systems? I tried other payment systems but MoonClerk was adaptable to the growth we were experiencing and was easy and quick to get started. MoonClerk works with the modern approach we take here at our law firm. I needed something that makes it quick and easy for our clients. We want to ensure that there are no hassles in getting from point A to point B and other payment systems were not doing that for us. What made you finally decide to use MoonClerk? MoonClerk made the overall collection and acceptance of payments easy and quick. When you are trying to grow to become a business that accepts a high volume of payments each day, you need something that helps with that. MoonClerk does just that. MoonClerk keeps up with our high volume of cases, clients, and overall payments. What was your experience when getting started with MoonClerk? MoonClerk made the onboarding process easy and quick. We had no issues whatsoever in signing up. What features do you like most about MoonClerk? I love that MoonClerk easily intergrates with Stripe and that all payments can be completed through our website. I also love how I can log in and easily refund any payments if needed and that I get a daily update on payments received. How has MoonClerk helped your business? MoonClerk has taken us from small numbers to a million dollar business. We are doubling every year and we use MoonClerk to keep track of all these payments. Would you recommend MoonClerk to others? I would absolutely recommend MoonClerk to others and to anyone that is looking to scale a business and loves data that is organized and is easy to decipher. # How The Breakfast Club Raised Over $100K With Help From MoonClerk URL: https://www.moonclerk.com/how-the-breakfast-club-raised-over-100k-with-help-from-moonclerk Customers · Dodd Caldwell · 2023-05-03 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Allysa Bassir, founder of The Breakfast Club , talks with us about how MoonClerk has helped her nonprofit raise of $100,000. Can you tell us a little about what your organization does? The Breakfast Club is a nonprofit organization in Northern Ethiopia. We exist to give hope to children and families in poverty stricken countries by providing basic necessities and the tools needed for a sustainable future. Basically, we feed some really cool kids. Each day 100 kids come to the program before school for breakfast! We also provide lunch, tutoring, life skills training, family support, daycare and a safe place for kids to play. We also have a second program for boys who were once orphaned or abandoned living on the street. They live at the program full time - we provide a cozy place to sleep, eat, learn, and be a kid! What are your day-to-day responsibilities? I actually run the program from my home in San Diego. I travel back and forth to Ethiopia about 5 times a year. We have an amazing Ethiopian staff that manages the day-to-day activities. My day-to-day responsibilities while in San Diego include fundraising, following up with the staff, marketing, organizing new ideas for the program, etc… While I’m in Ethiopia, my days are filled with meetings & hanging out with the kids! How did your organization get started? I was working in the rural villages of Ethiopia educating on human trafficking when an Ethiopian friend had told me about kids in his town that were fainting, crying, and failing in school because they hadn’t eaten in days. I immediately went home and started fundraising. I was 22 years old with no knowledge of running a nonprofit but I had to do something. Thus, The Breakfast Club was born. We started out with 35 kids getting bread and milk before school. 8 years later and we are in the process of getting land in Ethiopia and on our way to feed 1000 + kids. What have been some key factors in your organization’s growth? Simplicity. It’s not hard to feed kids. $15 will feed a child 2 meals a day in Ethiopia for a month. When people realize how simple it is to make a difference, they’ll give. Also passion. Not just the “Oh I’m passionate about this..” kind of passion but that deep-rooted, I cannot sleep, eat or think about anything else type of passion…. That’s how I feel about these kids. They deserve all that life has to offer. They deserve to dream, to learn, to be healthy, to eat…. What do you use MoonClerk for? To fundraise! All of the funds for the program go through MoonClerk! What problems did you have with other payment platforms? With other payment platforms it was difficult to connect them to our websites and they didn’t seem as legitimate to donors. What made you finally decide to use MoonClerk? It was simple to use and the price was fair! What was your experience when getting started with MoonClerk? Great! MoonClerk was easy to connect to our website, simple to use on the back-end and simple to use on the front-end for donors. We were able to get donations flowing quickly. What specific feature do you like most about MoonClerk? Recurring donations and crowdfunding have been SO HELPFUL for us! Donors can easily set up a $15 monthly donation and we can set up a crowdfunding page for specific goals! And, MoonClerk is very easy for me to use when I want to connect with donors. The dashboard isn’t complicated. It’s straightforward and I REALLY appreciate that. Also it's super helpful during tax season. I can easily go to a donors giving page, see what they gave and what date. It makes it very helpful when sending end-of-year statements. How has MoonClerk helped your organization? I mean, we raised $100,000 last year! MoonClerk played a huge role in that. The payment forms they have available make it easy and quick for donors to give. Would you recommend MoonClerk to others? Definitely! Especially for non-profit organizations, MoonClerk does the work for you when it comes to creating donation forms and they have so many options available! I am so grateful! # Why Macie Renae Uses MoonClerk To Power Payments For Her Emotional Intelligence Coaching Business URL: https://www.moonclerk.com/why-macie-renae-uses-moonclerk-to-power-payments-for-her-emotional-intelligence-c Customers · Dodd Caldwell · 2023-04-17 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Emotional Intelligence Coach, Macie Renae , talks with us about what she loves about MoonClerk and why she chose it for her business. Can you tell us a little about your business? Sure! Hi, I’m Macie from Macie Renae Coaching! I am a certified emotional intelligence life coach. I help clients all over the world become more self-aware and emotionally equipped to achieve their personal/professional goals. I have been coaching for five years and absolutely LOVE what I do. I truly believe when you know how to manage your mind and emotions, you can go to the MOON! *No pun intended! Ha! * What are your day-to-day responsibilities? I am a woman of many hats in my business, so I do all the front and back-end work. Coaching is my #1 priority and where I spend most of my time, however, that doesn’t take away from all my other business tasks. On the backend I am collecting payments (through MoonClerk), recording, and editing my podcast – “This Is Not Your Practice Life” Podcast, making tweaks on my website, marketing, creating content, posting on social media, etc. How did you get started? I got started in February of 2018. I had been working with a life coach for two years to address some of my own personal and professional hurdles. My life changed so drastically in those two years, I wanted to shout from the rooftops the power of coaching! It is truly my soul's calling and I’m grateful I get to do it every day! What have been some key factors in growing your business? Having the right tools. I think an important part of scaling your business is having the right systems in place to handle the pace your business is growing. MoonClerk is one of the most important tools I use to make checkouts seamless for my clientele. Even more important, it is easy for me to understand and use. What do you use MoonClerk for? I use MoonClerk on my website to provide a seamless purchase experience for my coaching clients. My clients are typically making big ticket purchases and MoonClerk makes that process feel secure and simple. What is one of your favorite features that MoonClerk offers? One of the major things that stood out to me about MoonClerk (aside from all the customization) was the ability to easily add my Terms & Conditions. This is an important part of my service-based business and MoonClerk makes it so easy. I love that everything I need is wrapped up in one service. What made you finally decide to use MoonClerk? I loved that I could customize the look of my checkout process with MoonClerk. I pay attention to aesthetics and branding. I am very creative, and I enjoy using platforms that allow me to express my creativity and stay in line with my branding. MoonClerk allows me to do this, which is my favorite feature (although there are many!) I found MoonClerk by clicking on another entrepreneur’s checkout page. I gasped when I saw it compared to what I was using at the time. I loved that her checkout matched her branding and I needed to know what she was using ASAP! I then saw, “Powered by MoonClerk” and signed up that same day! What was your experience when getting started with MoonClerk? It was simple which I greatly appreciate. As someone who does not yet have a team of people to support my business, being able to use and understand how a system operates is important to me at this stage. I needed simplicity, customization, and ease. That is what MoonClerk delivers so I’ve never looked back. Would you recommend MoonClerk to others? If so, why? Absolutely. If you are someone who wants something that is simple to use, customizable, and has great metrics for tracking your sales, MoonClerk is a perfect choice! # New Functionality For MoonClerk on Zapier: Search Actions URL: https://www.moonclerk.com/new-functionality-for-moonclerk-on-zapier-search-actions Product · Dodd Caldwell · 2023-04-11 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content MoonClerk has long had an integration with Zapier and over time we have added additional functionality and performance upgrades. We’re happy to announce new functionality – Search Actions. Previous Problem Before Search Actions Before we recently added Search Actions, our Zapier integration did not have a way to get the current status of your existing MoonClerk recurring plans. This meant that if a trigger occured (including non-MoonClerk triggers) there wasn’t a way to look at the updated, current state of the associated recurring plan. For example, if someone made an order on Shopify, you couldn't lookup if there's a corresponding MoonClerk recurring plan. Same story goes if someone entered data in a Squarespace, Jotform, or ClickFunnels form or made an Acuity Scheduling appointment. Solution With Search Actions Zapier has a concept called "Search Actions": Search actions let you do more with the data you already have. Maybe you need to look up info about an item to use in a subsequent step. Or maybe you’d want to integrate fetures where Zaps find info from one app then use that info in a different app for subsequent steps. You can do all of that with Search Actions. We hope you’ll find this new functionality useful for your business. Please let us know if you have any questions! About Zapier If you need integrations we don't offer directly or if you need additional functionality we don't offer through our direct integrations, you can check out Zapier . Zapier is a web platform that allows you to connect 1,000+ web apps without any coding. MoonClerk is on there as well as a number of other services, of all types. You can read more about our Zapier integration on our blog here. And you can view all their available apps . # How Nicholson Human Performance Scaled To $130K With MoonClerk’s Customization Features URL: https://www.moonclerk.com/how-nicholson-human-performance-scaled-to-130k-with-moonclerk-s-customization-fea Customers · Dodd Caldwell · 2023-03-14 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Tyler Nicholson, founder of Nicholson Human Performance , talks with us about how MoonClerk’s customization features have helped him scale his recurring revenue stream to take over $130,000+ in payments, with plans to double in the next year. Can you tell us a little about what Nicholson Human Performance? Nicholson Human Performance provides health and fitness coaching to clients all over the US. We help people that have been failed by other programs and approaches. Specifically, we cure obesity and chronic disease like hypertension, type 2 diabetes, and chronic musculoskeletal pain through nutrition and lifestyle coaching as well as custom training programs. These solutions aren’t readily available through traditional medical channels. We find changing what people eat, how they sleep, what their workouts look like, and how they manage stress can have incredibly powerful results. Our clients come in unhappy, sick, and in pain and leave with a body and mind that is capable of things they never dreamed prior. What are your day-to-day responsibilities? I’m the sole owner and coach at this point, so it’s all on me! I used to run a boutique gym with 10-12 staff members. So, the solo enterprise is a new endeavor for me. In some ways it can be overwhelming - having to not only provide the service but also the marketing, administration, strategic planning, etc. But, it also is providing me an opportunity to learn and grow professionally in ways that wouldn’t be possible within a larger organization. How did you get started? NHP was started in 2020 as a way to reach clients remotely when my gym was closed for COVID. I wanted to help people use the lock downs as an opportunity to improve their health and fitness instead of back sliding. It was also a way to generate income when my primary source was suddenly illegal. As soon as our gym was closed by municipal mandate, I started offering training programs and nutrition coaching for anyone that wanted it, free of charge. Eventually I received enough requests that it made sense to start charging. I’ve slowly built the programs, client base, and systems into a more viable ongoing concern. Last summer I closed my gym after 12 years and relocated from Dallas, TX to Denver, CO. I’m now growing the business to be my primary income. What have been some key factors in growing your business? Really the biggest tenet of the business is providing methods and approaches that work. We adhere to authenticity and integrity 100% of the time. We have to make money to stay in business, but our main goal is to provide something that works. This is at odds with much of the fitness and medical industry, which is more profit than efficacy motivated, as sad as it is to say . What do you use MoonClerk for? MoonClerk is our primary point of sale system for all our subscription based coaching programs. What problems did you have with your previous payment systems? We’ve used other fitness focused POS and CRM systems like MindBody, Zen Planner, Front Desk HQ, and others. I’m not even sure if all of those are still around. They all had big issues. MoonClerk is everything we need without any of the garbage we don’t. What made you finally decide to use MoonClerk? The flexible subscription management options and ease-of-use on top of a Stripe account is really what made the decision for us. What specific feature do you like most about MoonClerk? The ability to edit everything from active subscriptions to forms and plans easily and on the fly is huge. When you have a small client base, customization is critical. People change plans, want to pause subscriptions, upgrade, etc. Being able to just say “sure, we can do that” and take care of everything on the back-end is great. How has MoonClerk improved your business? With the ability to quickly scale a recurring revenue stream, MoonClerk been critical. We’ve taken over $130k in payments so far and are poised to double in size this year. None of that would have been possible without MoonClerk. Would you recommend MoonClerk to others? Absolutely. MoonClerk is easy to use, low cost, and will provide a much more professional face for your business than something like Venmo. I’m still amazed at how many coaches use Cash app or something similar to take payments. Those really present an unprofessional look and feel. # How Nutrition for Optimal Performance Grew 6X In Just 2 Years With MoonClerk URL: https://www.moonclerk.com/how-nutrition-for-optimal-performance-grew-6x-in-just-2-years-with-moonclerk Customers · Dodd Caldwell · 2023-02-15 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Theresa DeLorenzo, founder of Nutrition for Optimal Performance , talks with us about how MoonClerk helped her grow her business from earning $12,000 to earning $80,000 in just two years. Can you tell us a little about your business does? Nutrition for Optimal Performance provides 1:1 nutrition counseling for individuals looking to optimize their performance in their sport. We also work with individuals with body image issues to restore their love for their body. We use yoga therapy as adjunctive therapy to nutrition counseling to enable our clients to tune into their body’s needs, enabling them to fuel their body with what it’s asking for. We provide group programs and retreats as well. What are your day-to-day responsibilities? I work with several individuals on a daily basis via zoom. I work with individuals in the high performance program once every other week and the Journey into Positive Body Image Program twice a week. How did you get started? When I became a runner, many of my running friends started asking me for advice on how to fuel properly for marathons and half marathons so it launched from there. As a former gymnast, I struggled with body image issues myself so I wanted to add a program for others who share that struggle as well. What have been some key factors in growing your business? I worked with a business coach for a year who helped me fine tune my offerings and fees significantly. That tuning helped me grow my business exponentially. What do you use MoonClerk for? Absolutely all of my payments go through MoonClerk and I would be lost without it. MoonClerk allows me to charge recurring payments without having to repeatedly ask my clients for payment. What problems did you have with your previous payment system? I used to use Paypal or accept checks. MoonClerk is so much easier, more professional, and allows for greater income with the numerous recurring payment options. I used to feel awkward asking clients to pay and to come back every month. Now it is seamless and has increased my income substantially. What made you finally decide to use MoonClerk? I spoke with a running coach who was referring clients to me and who uses MoonClerk in his business. He said it helped him with recurring payments and suggested I check it out. What was your experience when getting started with MoonClerk? I am not a very tech savvy person but MoonClerk is extremely easy to use. I had no issues setting it up or putting links on my website. What feature do you like most about MoonClerk? I love the numerous recurring payment options! I also love how I can see how much I have made each week, each month, and each year. MoonClerk makes it easier to do taxes, and set monthly goals. I also like the ability to reimburse people when necessary as well as see how many payments and recurring plans have begun. How has MoonClerk improved or helped your business? In my first year of business, I earned $12,000. With the help of my business coach and MoonClerk’s recurring payment options, I raised that to $40,000 my second year, and this year I made almost $80,000. Would you recommend MoonClerk to others? I always recommend MoonClerk to small business owners. It is so easy to use and to track your data. # Automated QR Code Generation For Payment Forms Now Available URL: https://www.moonclerk.com/automated-qr-code-generation-for-payment-forms-now-available Product · Dodd Caldwell · 2023-01-26 With the prevalent use of QR codes, we've received requests from our customer to be able to automatically generatre QR codes for payment forms. We're happy to announce that this... ## Content With the prevalent use of QR codes, we've received requests from our customer to be able to automatically generatre QR codes for payment forms. We're happy to announce that this feature is now available. We now automatically generate a unique QR code for each payment form you create. You can download each QR code and use it in print material, place it on your website, or post it on social media. Your payers can use the camera on their smartphones to scan the code and navigate to the payment form/checkout. We hope this new feature streamlines the QR code creation process for those of you who are already using QR codes and will enable those of you who are not using them to easily do so. You can read more on how to find the QR code in our Help documentaiton . Please let us know if you have any questions. # How MoonClerk’s Flexibility Has Helped “I Need A VA’s” Early Growth URL: https://www.moonclerk.com/how-moonclerk-s-flexibility-has-helped-i-need-a-va-s-early-growth Customers · Dodd Caldwell · 2022-12-06 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Brittany Bettini, CEO of I Need A VA , talks with us about how MoonClerk’s flexibility works better for her new staffing business than other payment systems she has tried. Can you tell us a little about what I Need A VA does? At I Need A VA, we help small businesses, entrepreneurs, and start-up organizations find quality, trained, and well-equipped virtual assistants to assist them in growing their businesses. We manage the back-end HR, training, and compliance of their virtual assistants so they can focus on working on their business instead of in their business. We help them make more money while working less hours, What are your day-to-day responsibilities? We have a heavy workload of monitoring our clients’ staff, handling their payroll, training, and timekeeping. Our internal team works to make sure our clients are having the best experience ever while becoming an employer. How did you get started? I have started and scaled numerous successful companies and when I learned that virtual assistants could help me grow faster and save money on payroll expenses, I knew I had to tell the world. I started I Need A VA, because at the end of every consultation with other entrepreneurs that is what I heard…. “I need a VA too!” As a serial entrepreneur myself I know when there is a need, someone must fill it. Why not me and my amazing team? We only started 6 months ago, and already our business is serving many small businesses and we have seen so much success. What have been some key factors in growing your business? Our growth is directly tied to the service we offer. We practice what we preach. We utilize VAs to run our company, and we offer exceptional customer experiences to our clients. We love our job, and it shows in everything we do. What do you use MoonClerk for? We use MoonClerk to collect our clients’ weekly fees for our services. What problems did you have with your previous payment system? Other payment companies don’t always make it easy to adjust clients’ plans. We have used other platforms in our other businesses, but MoonClerk was the best fit for what we needed to accomplish for our clients. It offers a subscription payment that allows us lots of flexibility. Without the ability to change a client’s weekly payment, we can’t adjust for when a Virtual Assistant has time off or when a client needs to add a service at the last minute. What made you finally decide to use MoonClerk? My mentor recommended MoonClerk to us. It was a no-brainer after we did some digging to see what it could do. What was your experience when getting started with MoonClerk? The setup and integration were stellar. MoonClerk made it easy to start accepting payments immediately and allowed us to track our income well. What specific feature do you like most about MoonClerk? We love the subscription plans, and that you can have an initial fee that is different from the installment amount. We also enjoy the successful payment notifications, and payment failure notifications. Those allow us to keep on top of our billing. Additionally, we love that MoonClerk integrates seamlessly with any CRM that integrates with Stripe. How has MoonClerk improved or helped your business? We wouldn’t have a business if we couldn’t accept payments. Our clients love our system and how they can manage their payment methods on their own terms. MoonClerk is the real deal. Would you recommend MoonClerk to others? If so, why? I would recommend MoonClerk to anyone who has a subscription-based business. It really is top tier when compared to other companies. # New Feature For Developers: MoonClerk Webhooks URL: https://www.moonclerk.com/new-feature-for-developers-moonclerk-webhooks Product · Dodd Caldwell · 2022-10-04 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Though they require more advanced technical knowhow, webhooks provide a powerful way to automate your business. In the past, instead of our own webhook system, we passed metadata through to Stripe and allowed our users to use Stripe’s webhook system. That method will still work but we’re happy to announce that we now offer our own webhook system for MoonClerk. The main advantages of using MoonClerk’s webhook system: Stripe’s webhooks don’t include any of the custom fields within your MoonClerk payment forms. MoonClerk webhooks do include the data in those custom fields. MoonClerk’s webhooks mirror actions you are familiar with in your MoonClerk account as opposed to the hundreds of low-level actions within Stripe that you might not be familiar with and that might not apply to you. Once you set up a Webhook Endpoint in the MoonClerk dashboard, MoonClerk will send a POST request to the specified endpoint URL when the specified topic(s) takes place. Here are the topics MoonClerk provides: Payment Created Notifies when a payment is created in any state (failed, succeeded, etc). Includes Payment data. Plan Created Notifies when a plan is created. Includes Customer data. Plan Ended Notifies when a plan is canceled or when the set number periods have been exhausted. Includes Customer data. Plan Payment Failed Notifies when a payment related to a plan has failed. Includes Customer data. Learn where to locate MoonClerk’s webhook system in the MoonClerk dashboard in our Help documentation. Learn more detail about how MoonClerk’s webhook system work in our Github Developer documentation. # New Feature: Organize Your Payment Forms With Tags URL: https://www.moonclerk.com/new-feature-organize-your-payment-forms-with-tags Product · Dodd Caldwell · 2022-09-27 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content As more and more of our customers have added more and more payment forms on their account, we’ve received requests for help in organizing them. We previously added the ability for you to “pin” your most important/often used payments forms to the top of the payment form page. We’re happy to announce we’ve now added a new tagging system that helps you organize your forms. Tags are unique identifiers you can add attach to forms to help you group, organize, and sort them. You can add multiple tags to a single form. And, you can add the same tag to multiple forms. With our tagging system, you can choose to view all forms that have the same tag. Tags are optional and your payers will never see them - they are just for organizing forms in your MoonClerk dashboard. After you’ve added one or more tags to a form (such as tiers, “vip” etc.) , you’ll see the tags on the payment form. You can click on those tags to see all of the other forms that have that same tag. You can also scroll to the bottom of the payment form page and click to view all tags. When you do that, you can see all of your tags and click on each one to see all the other forms that have that same tag. You can read step-by-step instructions in our Help docs: How do I organize my payment forms with tags? How do I view the tags for my forms? We hope this helps some of you who have had trouble managing your forms as you’ve added more and more. Please let us know if you have any questions. # How Conversation Design Institute Integrates MoonClerk Into Shopify And Their Affiliate System URL: https://www.moonclerk.com/how-conversation-design-institute-integrates-moonclerk-into-shopify-and-their-aff Customers · Dodd Caldwell · 2022-09-06 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Bo-Peter Laanen, Head of Growth at Conversation Design Institute , talks with us about how he uses MoonClerk for their subscription based offerings and how he automates their flow from MoonClerk, Shopify, Hubspot, and their affiliate system. Can you tell us a little about what your organization does? CDI is the world's leading training and certification institute in the field of Conversational AI. We teach Conversation Designers, AI Trainers, and Conversational Copywriters to unlock the potential of chatbots and voice assistants. What are your day-to-day responsibilities? Together with the COO of CDI, I am responsible for the sales growth of online courses. Day to day that means working with the team to increase CDI’s brand exposure through podcasts, our online events (such as our upcoming Conversation Design Festival), blogs, email marketing and social media. Further, it means testing our ads’ messaging, landing pages, and course offerings. How did your organization get started? CDI started as Robocopy for a need to align the standards around conversational AI. Chatbots as a company & consumer interface as we know it today originate from a breadth of use cases. Whether it’s truly chatting with artificial intelligence or simply going through a pre-selected dialog flow, CDI wanted to ensure the industry discussed these varying items in their own way. Next to working with leading enterprises, universities, and industry experts on creating industry-agreed upon standards, we also teach these in our courses. What have been some key factors in your organization’s growth? CDI really did start in a very niche industry, that is still blossoming today. Yes, artificial intelligence is very hot today, but its applications are not fully felt by the consumer market just yet. Being among the first in a growing industry has given CDI a first-mover advantage. Now, we’re fueling our growth by creating a community for Conversational AI. This allows us to work closely with enterprises who need the capabilities to create their own conversational interfaces for their customers. By helping them train their staff to build these experiences, CDI Training and Consulting are valuable partners. What do you use MoonClerk for? Since November 2021, CDI has offered a subscription to all of our existing video content in addition to regular Zoom meetings and webinars with industry experts. With Shopify, we are not able to create a recurring payment for students to automatically renew their subscriptions. With MoonClerk, we are able to offer this functionality. Further, we built a custom integration with MoonClerk to hook into Shopify & our existing affiliate portal, GoAffPro. This way we’re able to compensate our affiliates for ongoing customers. So ultimately we’re very happy with this outcome. What made you finally decide to use MoonClerk? I personally have used MoonClerk in my life coaching business. In that line of work, a mentor recommended MoonClerk. When CDI wanted to offer subscriptions, I already knew MoonClerk would be a good fit for what we needed. What was your experience when getting started with MoonClerk? Everything about getting started with MoonClerk was simple and easy. From signing up and connecting our existing Stripe account, to creating and embedding our first forms into HubSpot. What specific features do you like most about MoonClerk? Automated renewals and subscriptions while letting customers know when a payment is upcoming. The customer payer portal allows our customers to manage their subscriptions easily without our involvement. The ability to easily add coupons. How has MoonClerk improved or helped your business? Since implementing MoonClerk for subscriptions, orders processed with MoonClerk have grown to 8% of our consumer sales. This is fantastic given this gives us access to a segment of customers we couldn’t reach before. We believe we’ll be able to offer more subscription based products thanks to MoonClerk. Would you recommend MoonClerk to others? I would recommend MoonClerk to any small or medium business that does or would like to offer installment or subscription plans to their customers. MoonClerk is easy to set up, maintain, and stay up to date. # Why Summer Dey Uses MoonClerk To Handle Payments For Her Coaching Ministry URL: https://www.moonclerk.com/why-summer-dey-uses-moonclerk-to-handle-payments-for-her-coaching-ministry Customers · Dodd Caldwell · 2022-08-23 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Summer Dey talks with us about why she uses MoonClerk to handle payments for her faith-based ministry, Fear Into Faith . Can you tell us a little about what your organization does? Fear into Faith is a global ministry dedicated to empowering Christians to step out of fear and into faith to become a bold and unstoppable force for God. While we are living that mission on a daily basis through our coaching programs, online challenges and in-person events, we have a simultaneous goal of empowering 1 million church-going Christians to read the Bible cover-to-cover. What are your day-to-day responsibilities? My day-to-day responsibilities vary and are many. My husband, Marcelo, and I lead a growing team of Kingdom-focused souls in various tasks, to include but not limited to coaching men and women to step out of fear through Summer’s proprietary trainingm program, running Facebook challenges, organizing content, directing marketing and administrative teams, and planning and executing online and in-person events several times a year all over the nation. How did your organization get started? In April 2020, I finished reading the Bible cover to cover for the first time. My goal was to finish it in one year, it took me two. When I finished, I felt God telling me to do it again and this time to hit my goal. So… I did a Facebook Live to see if anyone would want to read the Bible with me in a year and hold me accountable. I was hoping to find five friends to read with me. Before I finished that Facebook Live, I had more than 20 women wanting to read the Bible with me. To my surprise, those women began to share my video with their friends and by the end of that day we had over 200 women join. Then, in the days to come, it jumped to 1,000, then 2,000, and then 4,000! On July 13, 2020 we started the “Fear Into Faith 52-Week Bible Challenge” with over 6,700 women. And to be honest with you - I was freaked out! I cried out to God on my bathroom floor and told Him all the reasons why I was not qualified to lead thousands of women through reading the Bible. God was so gentle with me at that moment. He told me that He had made me a “gatherer of people and a natural encourager,” and all He wanted was for me to encourage as many women as possible to read His word cover to cover and He would qualify me for all the rest. What have been some key factors in your organization’s growth? I’m sure this comes as no surprise, but the main key factors are stepping out of fear and having faith that as we continue to step out, God will continue to be one step ahead of us with the next step AND as I already alluded to … including God in all we do as an organization. From how we operate as a family that runs a quickly-growing large organization, to how we are in relationship with our employees, clients and volunteers, to how we handle ourselves in the marketplace, God is at the center of it all. What do you use MoonClerk for? We use MoonClerk daily to process our client membership fees. We also use MoonClerk to process payments when we’re running online challenges and are enrolling new clients to our programs. We have been able to maximize our payment solutions for our clients with MoonClerk How did the problems with your previous payment system affect your business? Without this flexibility and consistently simple interface, creating a payment link on the fly during an event or challenge was … well a challenge! It was slowing down our enrollment, costing us sales and was hard to track. Being able to fully customize the checkout process, from the information collected, to having an upfront payment that’s different from the rest of the subscription, to customizing the frequency of the payment - these are all very necessary and important to our organization, as we are not a one-size-fits-all-clients type of business. What made you finally decide to use MoonClerk? We were looking for a flexible payment solution that could work with our various billing needs. MoonClerk really fit that bill. We are able to easily make numerous payment options in very few clicks of the mouse. We can easily duplicate and modify payment options, subscriptions, and trials. It is a win-win for any coaching platform. What was your experience when getting started with MoonClerk? Getting started with MoonClerk was so easy I don’t even remember doing it! What specific features do you like most about MoonClerk? The ease and flexibility of the platform. I enjoy the trial option, and the multiple payments option. I like how I can have a specific dollar amount as a deposit, then run a different amount for the subscription payments on the back end. How has MoonClerk helped your business? MoonClerk has made it easier for our customers to pay what they can afford. Previous payment platforms were too cumbersome, or not at all malleable enough to enable us to create different payment options. With MoonClerk, we’re able to easily make custom payment plans for our customers, and ultimately, get paid quickly! Would you recommend MoonClerk to others? YES! If you’re a small business owner, and like easy ways to get paid, MoonClerk is your platform! It’s very easy to create custom plans for almost any occasion! # How Allison Roeser Uses MoonClerk’s Recurring ACH Payments In Her Coaching Business URL: https://www.moonclerk.com/how-allison-roeser-uses-moonclerk-s-recurring-ach-payments-in-her-coaching-busine Customers · Dodd Caldwell · 2022-08-11 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Allison Roeser talks with us about how MoonClerk’s recurring payment features, including ACH payments, help save her time and money while running her coaching business. Can you tell us a little about what you do? I support people to help them clarify what’s important to them and take meaningful action in their lives. I work with clients one-on-one as well as on an executive leadership coaching level for teams and organizations. What are your day-to-day responsibilities? Day-to-day I’m in session with clients, doing administrative tasks, designing, or leading workshops and trainings. How did you get started? I started my coaching practice nine years ago. I was working full-time as a director at a research organization and going to school at night to become a coach. As my practice grew, I went down to part-time at the research organization and then ultimately left to pursue coaching full-time. What have been some key factors in growing your business? The constant focus on providing value has been a key factor in growing my practice. The service I provide to current clients has been the strongest form of advertising. Satisfied clients are excellent referrers and I’m grateful to have built the practice largely on word of mouth and being known as a well-respected professional. What do you use MoonClerk for? I use MoonClerk to set up recurring autopayments for the duration of my working engagement with clients. I like to make the payment process as effortless as possible and I’ve found that the ability to create customizable autopayments benefits both parties. What problems did you have with your previous payment system? Clients pay monthly so the recurring autopayment feature is crucial for reducing the time I spend on administrative tasks. Previous platforms were challenging for me because they didn’t allow for recurring ACH payments. So I was losing a lot of money every month on credit card fees. In my line of work, it’s not uncommon for people to “pause” or take a break. Previous platforms didn’t have the “pause” feature, so if a client wanted to take a month off, I’d have to cancel their payment plan and then have them enter all of their payment information again when they were ready to start back up. Not having the option for ACH recurring payments became very expensive for my business. I left a lot of money “on the table” by having to pay credit card transaction fees to process each monthly invoice. Not having a “pause” feature on the invoice also added more of a burden to my clients when they wanted to start again. I didn’t like that they had that burden. I wanted my clients to be able to start back in a way that was as seamless as possible. What made you finally decide to use MoonClerk? I used MoonClerk years ago and then left to try other platforms. I came back about a year later after realizing MoonClerk is highly flexible and was the best fit for my business. The recurring ACH payments, the option to pause recurring plans, and the easy set-up of the payment forms were so simple. The customer service is also excellent. I could easily get ahold of a representative to answer any questions I had. If there are any “hiccups” with payments I like to respond to clients immediately and the customer service at MoonClerk allows for that. What was your experience when getting started with MoonClerk? Getting started with Moonclerk was very easy. As I mentioned, the customer service is so helpful. I was easily able to chat about any questions I was having and receive responses in a timely manner. The forms are set up very simply which also helps a ton. What specific feature do you like most about MoonClerk? The opportunity for multiple payment method types. It allows people to choose what’s going to work best for them. How has MoonClerk improved or helped your business? MoonClerk has greatly streamlined my payment process which has freed up a lot of my time. It also provides a sleek, professional experience for my clients which is important to me. Would you recommend MoonClerk to others? Yes, and I do. # How SendView Doubled Revenue 2 Years In A Row With MoonClerk URL: https://www.moonclerk.com/how-sendview-doubled-revenue-2-years-in-a-row-with-moonclerk Customers · Dodd Caldwell · 2022-07-12 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Gregg Blanchard, co-founder of SendView , talks with us about why he recommends MoonClerk to other indie-makers and side-hustlers and how MoonClerk helped him double revenue for his side project two years in a row. Can you tell us a little about what SendView does? Sure, SendView helps marketers track and learn from their competitors’ email campaigns. What are your day-to-day responsibilities? Primarily I’m the guy who writes the code, but I also share a bit of marketing and such with my co-founder, Patrick. How did you get started? I’d spent a number of years in the email marketing world. Unsurprisingly, I’d also subscribed to dozens and dozens of competitors and brands I admired hoping to learn from their tactics and strategies. But all I ever ended up with was a bunch more emails in my inbox that I never read. At some point I started dabbling with the idea of routing these emails through some code first so I could save the results in the database as a side project. That way I could do analysis by writing SQL instead of manually copying/pasting stuff into spreadsheets. One day in the summer of 2016 the lightbulb went on: with all this email data in my database, I could finally answer all the questions I was hoping to answer when I’d signed up for my competitors’ emails over the years. A few months later I had a proof of concept. I worked with some alpha users on it for a while before we went more public with it a little later. What have been some key factors in growing your business? This is a side-hustle for my co-founder and I, so one of the most important things is saving as much time as possible on things like dev, admin, overhead, etc. so we can have more time to focus on product work, marketing, and sales - the stuff that actually helps us grow. We really only put 3-5 hours a week each on this, so saving 10 hours is the equivalent of 2-3 weeks worth of work. Being really scrappy and intentional with our decision making has been key so we can stay focused. Speaking of focus, that’s another point. We originally started with the idea that SendView would be part of a suite of products, but the numbers were so much better on SendView we eventually scrapped everything else. In hindsight, that focus was a game changer for us and our trajectory has been up ever since because we were only maintaining and marketing 1 product instead of 3. What do you use MoonClerk for? We use Moonclerk to handle all payments for the platform. I was studying the Stripe API and realizing that I could very well spend all my time just writing an integration that accounted for creating plans, changing plans, handling errors, retrying cards, sending emails, etc. To the point above, that level of effort could literally kill the project before it got off the ground given the limited time we had for it. I wanted a platform that gave me an embeddable, customizable payment form and handled all the errors, emails, security, etc. but also had an API so I could make the process seamless for new users. I looked for weeks until I found MoonClerk and quickly realized it was exactly what I needed. What problems did you have with your previous payment system? I initially tried Gumroad but it lacked a solid API and the ability to match the form to my brand to make that sign up process seamless. It was close, but it was just a little too simple and their roadmap seemed to be focused on creators and one-time payments instead of people wanting to handle recurring billing for lots of customers. How did these problems affect your business? It made for a lot of manual work and confused users. Without a way to automatically move people from the payment page into a new account, I had to do a ton of handholding to help new users navigate a really unfamiliar signup flow. The payment form also didn’t match our brand and looked a little cheesy, which hurt our credibility and professionalism once we got in front of our target market of sophisticated email marketers and brands who were expecting a serious, polished app. What made you finally decide to use MoonClerk? Just realizing that it could do everything I wanted and I wouldn’t have to settle. With MoonClerk, I could customize the forms to perfectly match them to my brand, the API made signup and payment processing fully automated, and all the built-in stuff like notification emails and templates checked every box I had. What was your experience when getting started with MoonClerk? Amazingly fast. Seriously. I think I built the first integration and payment form in a couple hours one weekend. Granted, I had spent weeks reading docs from a lot of vendors and researching everything pretty closely, but it’s pretty remarkable how little code I’ve had to write on that onboarding flow once I made my choice. One of the things that really helped was the fact I could create an account and try it out before I started paying. I was ready to pay when I found the right tool, but that helped me confirm that the features listed on the sales page could do everything they promised. What specific feature do you like most about MoonClerk? Hosted, embeddable payment forms are my favorite feature of MoonClerk. Hands down. And it wasn’t just helpful initially, it’s been a priceless tool over and over again. For example, when we wanted to spin up a new plan for a few users who needed a unique payment schedule, we could. I just logged in, copied stuff over from another payment form, added a rule to our code to watch for this new payment form, and we were done in about 15 minutes. We didn’t have to say “no” to that revenue because of how many hours of dev work it might take to create a new, custom plan. What are 2-3 other benefits of MoonClerk? The API is something I use a lot. That has let me build automated invoice/receipt generation right into the app because I can call the API and get all the past payments for a user. The other benefit is being able to edit a customer’s plan after they sign up. We’ve had a lot of users sign up with a basic plan and move up and up to bigger and bigger plans. Being able to adjust their plan as needed no matter what the new monthly fee is, is again, something I would have spent way too much time writing my own code to create an interface and integration with Stripe’s API. How has MoonClerk improved or helped your business? There are two things I’d mention. The first is that I haven’t written more than a couple lines of payment-related code in a year. That frees up a ton of our limited time to focus on feature work and marketing that has been a key reason we were able to double Monthly Recurring Revenue in 2020 and then double it again in 2021. The second is that with ACH and credit card payments available, almost 100% of our revenue is handled through Moonclerk (we have a couple users who insisted on using their accounting team’s invoicing tool). It’s hard to quantify how much time Moonclerk has saved me in dev time over the last 5+ years, but I’d wager it’s well over 100 hours. Would you recommend MoonClerk to others? If so, why? I would definitely recommend MoonClerk to others, and especially to indie makers and side hustlers. It’s an amazingly fast way to get your product to market and accept payments from day one. You can focus on building your product and then, in a single afternoon, get the payment stuff completely done. I wondered if we’d “outgrow” Moonclerk, but the opposite has been true. I’ve become more and more sold on it as we’ve grown because it lets me focus on making the product better instead of debugging payment issues. # Why Tony Basra Uses MoonClerk To Take Payments For His Virtual Fitness Business URL: https://www.moonclerk.com/why-tony-basra-uses-moonclerk-to-take-payments-for-his-virtual-fitness-business Customers · Dodd Caldwell · 2022-06-15 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Tony Basra talks with us about what he likes about using MoonClerk in his virtual fitness training business. Can you tell us a little about your business? The main function of my business is to help folk transform their lifestyles, mindsets, nutritional habits, and ultimately their bodies. I support my clients achieve their fat loss, muscle gain or strength goals with fitness and food plans plus ongoing support. What are your day-to-day responsibilities? Day-to-day I mainly provide my clients one-to-one support via either he app I use or video calls. How did you get started? I initially started off as a one-to-one gym personal trainer back in 2018. When the COVID lockdown hit, I diversified my business to be a remote coaching model and here I am today What have been some key factors in growing your business? I have built trust with my social media audience so that I received word of mouth recommendations due to my reputation. I also consistently deliver results to my clients. What do you use MoonClerk for? I use MoonClerk to take all payments on my website. What made you finally decide to use MoonClerk? My web developer recommended MoonClerk to me and I’m pleased I took his advice! What was your experience when getting started with MoonClerk? MoonClerk is easy to use, easy-to-understand, and when I have needed support, it’s always there. What do you like most about MoonClerk? MoonClerk is user friendly for me and it’s user friendly for my customers - it’s so easy for them to complete a checkout. How has MoonClerk helped your business? MoonClerk has helped me by allowing me to accept payments according to the options I want for my business. For me, that means that after my customers have checked out once, I can keep them on my books without having to bother them for payment again. Would you recommend MoonClerk to others? Yes. MoonClerk is super fast and efficient. # How Ronald Osborne’s Business Improved By Switching To MoonClerk URL: https://www.moonclerk.com/how-ronald-osborne-s-business-improved-by-switching-to-moonclerk Customers · Dodd Caldwell · 2022-05-17 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Business coach, Ronald Osborne, talks with us about his decision to switch from PayPal to MoonClerk as his payment processor. Can you tell us a little about what your business does? Ronald Osborne - Your Small Business Coach , helps small business owners with coaching and mentorship. What are your day-to-day responsibilities? I am the founder of the company. I work with business owners to overcome troubles their organizations might face. How did you get started? I owned a telecommunications company that went from myself to 27 employees and multiple millions in revenue. We worked with the major telecom companies across Australia. Because of the success I had with my company, many business owners began to approach me for advice. What have been some key factors in growing your business? Hard work. Thankfully, my success with TWECS (my Australian telecommunications company) helped me build credibility. I devoted many hours to my telecom endeavor and it rewarded me handsomely. I now spend nothing on marketing for my business coaching company. What do you use MoonClerk for? I use MoonClerk to accept all forms of electronic payments. It is simple and easy to use. What problems did you have with your previous payment system? I used to use Paypal. I found that it is not user-friendly. Embedding a payment button on your site or a landing page is like trying to find the lost city of Atlantis. Not being able to easily enable payment buttons on my landing pages impacted my bottom line. I had to use a third party and that cost me 1.5% on each transaction. What made you finally decide to use MoonClerk? I spoke with a client and they had nothing but good things to say about MoonClerk. I gave it a try last year and I am still working MoonClerk to this day. What was your experience when getting started with MoonClerk? It was straightforward. I didn’t have to jump through a million hoops ore hire a developer just to be able to accept monthly recurring payments. What specific features do you like most about MoonClerk? I would say the ease of the monthly subscription payment. I love that feature. It is very easy to set up and the clients have control too. That is what makes them feel confident with my monthly subscription service. They know they can cancel on their end. In this day and age, we need to be able to have that level of trust with organizations. I really like the simplicity of the embed code. It’s very easy to set up on landing pages. I think the “theme” option is a brilliant idea. I’m able to create custom themes and add them to any payment form I create. Brilliant. How has MoonClerk improved or helped your business? Before using MoonClerk we were using Paypal. I would get complaints and even missed payments. That all came to an end when I started using MoonClerk. I have received 100% of due payments on-time and without wasting effort following up with clients. My profit margin increased by 3.67% when I made the switch to MoonClerk. Would you recommend MoonClerk to others? I already recommend MoonClerk to other business owners and I will continue to. I love the simplicity of the technology. I think any business owner that wants to be paid on-time and not chasing up clients should make the switch. # Why Amplicoin Chose MoonClerk To Handle Billing For All Of Its Subscribers URL: https://www.moonclerk.com/why-amplicoin-chose-moonclerk-to-handle-billing-for-all-of-its-subscribers Customers · Dodd Caldwell · 2022-04-26 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Nad Elgarhy, founder of Amplicoin , talks with us about why chose MoonClerk to manage his subscription service and why he recommends MoonClerk to others. Can you tell us a little about what Amplicoin does? Amplicoin is a Bitcoin trading signals service. In other words, we help people make money with Bitcoin by telling them when to buy and when to sell Bitcoin. Our trading signals are generated by our proprietary algorithm. The algorithm is designed to maximize profit by riding the wave on the way up, and by selling before Bitcoin crashes. When we applied our algorithm to Bitcoin's price movement since 2015, an initial investment of $10k grew into $2.60M today. By comparison, buying & holding Bitcoin over the same period, $10k would have grown into $1.2M. What are your day-to-day responsibilities? I oversee everything: from marketing and sales, to operations and customer service. I’m grateful for the rockstar team I’ve been able to get together. How did your organization get started? In 2016, I started an algorithmic trading company focused on stocks traded on the New York Stock Exchange or the NASDAQ. The past few years, I noticed cryptocurrencies gaining credibility and attracting investors’ money. It was only logical to branch out and use our resources to develop a trading algorithm for Bitcoin. What have been some key factors in growing your business? Leveraging resources from our other business has been crucial in launching Amplicoin successfully. We also capitalized on cryptocurrencies, especially Bitcoin, gaining mainstream adoption and making headlines. And as the global pandemic unfolded, a lot of people were stuck at home and turned to online trading, including trading cryptocurrencies. This greatly accelerated our growth. What do you use MoonClerk for? We use MoonClerk to create and manage our customers’ subscriptions. What made you finally decide to use MoonClerk? MoonClerk offers a simple solution to a complex problem. It’s a no-brainer. What was your experience when getting started with MoonClerk? The experience was great. When we started with MoonClerk, everything was easy and straightforward. We had everything set up and functional within a day. What specific feature do you like most about MoonClerk? I like the simplicity of it all. We can manage hundreds of subscriptions and handle all our billing operations from a very straightforward interface. I also like that it integrates with other services like email marketing. It makes our lives easier. How has MoonClerk improved or helped your business? MoonClerk is removing the friction of managing subscriptions and billing manually. Without MoonClerk we would have used another service that is more complicated and more expensive. MoonClerk is saving us a lot of time and money. Would you recommend MoonClerk to others? I have already recommended MoonClerk to several people. When anyone starting a business comes to me for advice, I help them find a way to turn their business into a subscription business, and I recommend MoonClerk to manage their subscribers because it’s such a simple and efficient solution. # New Feature: Two-Factor Authentication For More Secure Sign-Ins URL: https://www.moonclerk.com/new-feature-two-factor-authentication-for-more-secure-sign-ins Product · Dodd Caldwell · 2022-04-07 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content In order to provide better security for your MoonClerk account, we’ve just launched the ability for you to add two-factor authentication to your MoonClerk sign-in credentials. Two-factor authentication, or “2FA”, is an extra layer of security on top of your password to make it more difficult for others to gain access to your account. If you have 2FA nabled, once you enter your email and password, you will be asked to enter an additional one-time, time-sensitive code. MoonClerk provides you this additional code through one of two methods that you can choose from. SMS Text Message – When you enable 2FA, you can choose the SMS text message option and we will send the code to your phone by text. Authenticator App – When you enable 2FA, you can choose the authenticator app option. You can choose which authenticator app you’d like to use. An authenticator app is an app you download on your smartphone. Some of the most popular are Google Authenticator, Authy, LastPass Authenticator, and Microsoft Authenticator. When you have connected your authenticator app to MoonClerk you’ll see the code in the app. Re-used and weak passwords are a leading cause of security breeches online. Adding two-factor authentication to your MoonClerk sign-in credentials can provide an extra layer of security for your account. Read step-by-step instructions on how to enable two-factor authentication for your MoonClerk sign-in credentials. # Why Jeremy Weisz Prefers MoonClerk + Stripe To Drive Revenue For Rise25’s Podcasting Business URL: https://www.moonclerk.com/why-jeremy-weisz-prefers-moonclerk-stripe-to-drive-revenue-for-rise25-s-podcasting-business Customers · Dodd Caldwell · 2022-02-25 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Dr. Jeremy Weisz, co-founder of Rise25 , talks with us about using MoonClerk in conjunction with Stripe (as opposed to Stripe alone) has helped simplify his business and allows him and his team to focus on producing and growing his clients’ podcasts. Can you tell us a little about what Rise25 does? At Rise25 we help businesses give to and connect to their dream 100 relationships. And we do that by helping you launch and run your podcast. I've been podcasting for over a decade and it's the best thing I've ever done. I've gone to people's weddings, I've gone on family vacations with people, and I've formed best friends from the relationships that I formed on my podcast. We do business with our friends. We are an easy button for a company to launch and run their podcast. What are your day-to-day responsibilities? When you're running an organization, you do everything! My day-to-day responsibilities are chatting with the team to make sure all of the pieces that go into releasing and launching the podcast episodes are coming together. So I talk to the editing team, to the writing team, to the video and audio team, and to the development team as well. I’m constantly meeting with the customer service team because we get inquiries from clients all the time on different things that they would want as far as style or extra content goes. I also interact with our clients to talk strategy we because we want to make sure that the clients have a good mix of the 5 types of episodes: Strategic partners Potential clients Current clients Authorities in the industry The organization's thought leadership My goal is to help my current and potential clients create and run a podcast of their own that produces ROI. How did Rise25 get started? I've been podcasting for over a decade. People just started contacting me because back in that day, not as many people were podcasting. When people wanted to start their podcast or advice on podcasts, they would call and they'd want to know what advice I had. I was helping people set up their podcast and helping people record episodes properly. We talk about the art and science of doing an interview. There's all these things that go into it. Slowly but surely more people started contacting me to ask for advice. And I built up a team around me. And I met John Corcoran, my cofounder, who had also been podcasting for over a decade. We teamed up because people were asking him for advice as well. We have like-minded philosophies on podcasting. What have been some key factors in growing your business? The key factor in our growth is that we eat our own dog food. We tell people, when you podcast, you set up a referral pipeline, a client pipeline, SEO, content marketing, and relationship marketing. And we follow our own advice. I started off early doing 1 episode a week. Now I release around 2-3 episodes a week. We feature more people and give to more people. We just double down on what works. And what works is continuing to build relationships by just staying in touch and following up and continuing to make introductions. I probably make 5 to 30 introductions every single day. So a key factor in growth is giving to others. What do you use MoonClerk for? We have clients who we do monthly or weekly episodes. So we bill our clients on a recurring basis for the services that we're providing. What problems did you have with your previous payment system? We’ve used some other platforms also that were more built for courses or membership sites but they weren’t really built for what we needed. So, we started using Stripe as a back-end. But with Stripe, you need to be a back-end developer to create some of the things we needed. So Stripe was too complicated and MoonClerk simplified our whole workflow. It’s very easy and elegant using MoonClerk. With MoonClerk, as opposed to using Stripe alone, there's so much more visibility and data and alerts. For example, if a client's payment doesn't go through, and you're just using Stripe, the client gets a notification, but you as a company, do not get any notifications that that the payment did not go through or something was wrong. What made you finally decide to use MoonClerk? We were having to go into Stripe every week to check on declined payments. There were other convoluted processes with Stripe. It was so complicated. MoonClerk just streamlined the whole process for us. What was your experience when getting started with MoonClerk? It was very simple. You don't have to be tech-savvy. We just went on the MoonClerk website, signed up, and started creating customized forms for people to fill out. MoonClerk allows enough customization so that if you need to customize certain things, you can totally do that. What specific feature do you like most about MoonClerk? There are just a lot of ways to customize the payment forms. For example, we have an onboarding fee to start, and so we're able to create a one-time onboarding fee along with our recurring fee. If you just want to do a one-time payment, if you want to do just a subscription, or if you want to do a one-time onboarding fee with a subscription, you could really mix and match these features. And those are really good, plus, of course, the alerts, if certain things don't go through, we get alerted and don't have to constantly check. So that's a big one as well. How has MoonClerk improved or helped your business? We want to make everything seamless so that we can focus on doing two things: building relationships and running our business. MoonClerk helps us do just that. Cash flow is huge in any business. MoonClerk has really has helped us manage our cash flow as well. Would you recommend MoonClerk to others? Yes. I've recommended MoonClerk to a lot of people already who need a very easy, elegant payment solution for recurring or one-time payments. I think overall having a system that makes it easy for clients to pay is really mission-critical. And that's what MoonClerk is about. It's about making sure the payment process is easy for the client. And so, thank you to MoonClerk from everyone at Rise25. # How Switching To MoonClerk Helped Angie Louthan Organize Her Life Coaching Business URL: https://www.moonclerk.com/how-switching-to-moonclerk-helped-angie-louthan-organize-her-life-coaching-busine Customers · Dodd Caldwell · 2022-02-01 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Angie Louthan talks with us about how switching to MoonClerk from Zelle and PayPal has helped here organize her life coaching business. Can you tell us a little about what you do? I am a Transformational Life Coach, intuitive artist, Reiki master, community builder, and visionary for a kinder world. I work to support women in returning to their most authentic, turned-on, playful, and empowered self by releasing all the stories, the conditioning, the shame, the guilt, and the roles that no longer serve them. I co-create with my clients and together, through transformational practices like mindfulness, self-compassion, shadow work, creative play, intuitive art, and embodied pleasure, they are able to remember the person they were before the world told them who they were supposed to be. From here, my clients feel empowered, courageous, emboldened, and ready to take up space in the world. How did you get started? My degree is in Social Work but for the past 20 years I've immersed myself in learning more psychology, neuroscience, mindfulness, compassionate communication, intuitive art, group facilitation, and transformation. I have always been fascinated by human behavior and have had interest in helping people go after their hearts desires, reach their full potential, embrace their messy imperfect selves, and make a positive impact on the world. What are your day-to-day responsibilities? Day to day reponsibilities: I work with clients either 1 on 1 over Zoom or the phone for a few months. Once or twice a year I offer a group coaching program in which we learn, grow, and transform together in community with others who are going through the same thing. Every month I host a Women's Empowerment Circle in which we journal on some powerful prompts around a specific topic and then leave plenty of room for honest an deep discussion. Some of the other services I offer are intuitive art classes, Reiki sessions, and pleasure challenges. What do you use MoonClerk for? I use MoonClerk to take payments from clients who are going to have me coach them, either 1:1 or in a group program. I also offer monthly Women's Empowerment Circles, workshops, and retreats throughout the year. What problems did you have with your previous payment system? Previoulsy, I used Zelle and PayPal. The problem with Zelle was that I couldn't set up templates or schedules for recurring payments nor was I able to track everything easily. PayPal was fine but it didn't give me the additional options for payments, recurring payments, tracking, and integration like I get with MoonClerk. What do you like most about MoonClerk? With MoonClerk, my payment and tracking system is now all in one place. MoonClerk keeps things organized. I can create templates for typical client programs, set up recurring payment plans, have reminders sent (so I don’t have to do that manually myself), and manage my clients’ cards on file. I love it. # How Dan Smigrod Grew The “We Get Around Network” To 15K Members With MoonClerk URL: https://www.moonclerk.com/how-dan-smigrod-grew-the-we-get-around-network-to-15k-members-with-moonclerk Customers · Dodd Caldwell · 2022-01-05 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Dan Smigrod, founder of We Get Around Network (WGAN) , talks with us about how using MoonClerk to help set up payment plans with his network has helped him grow to over 15,000 members. Can you tell us a little about what your business? WGAN is a Community of 15,000 real estate photographers and real estate agents in 140+ countries that offer 24/7 open house virtual tours (or photographers researching virtual tours for real estate, construction documentation, travel/hospitality and/or insurance claim documentation.) WGAN-TV is the live, companion podcast to help the WGAN Community succeed faster. Since August 2014, there have been 85,000 posts among 14,000 topics – giving/getting help – in the WGAN Forum. WGAN offers freemium Membership (free and paid Membership plans). Additionally, 3D/360 camera companies, virtual tour platforms and 3rd party service providers can join WGAN at various sponsorship levels to engage with the WGAN Community. What are your day-to-day responsibilities? As the Founder and Managing Editor of the We Get Around Network Forum (and Host of WGAN-TV Live at 5), nearly all my time is focused on helping the WGAN Community succeed faster. This includes writing, creating and/or curating content of interest to our Members and Visitors. WGAN Team Members are located on three continents. How did you get started? In July 2014, after a 20+ year career in television and entertainment marketing, I was among the first to buy a Matterport Pro 3D Camera (that enables me to create 3D virtual tours). Matterport was the first company - along with its camera and virtual tour platform - to enable easy, fast and affordable 24/7 open house virtual tours to help real estate agents win more and bigger premium listings more often. I started the WGAN Community to give/get help with Matterport. Today, there are 170+ 3D/360 virtual tour platforms/software and 50+ 3D/360 cameras. While our Community is Matterport centric we now also discuss other platforms and cameras such as Cupix, EyeSpy360, Google Street View, iGUIDE, GIRAFFE360 and Tourbuzz powered by Urbanimmersive. What have been some key factors in growing your business? Within a year of launching the WGAN Forum, companies started reaching out to WGAN to locate photographers that offered Matterport 3D tours. Recognizing an opportunity for a marketplace to connect real estate agents that needed Matterport 3D tours and real estate photographers that offered Matterport 3D tours, WGAN launched the WGAN Referral Network. What was your experience when getting started with MoonClerk? I am thrilled that we used MoonClerk + Stripe from day one to launch WGAN Memberships. While I liked the easy-of-use of no coding; our WGAN Forum tech likes MoonClerk’s under-the-hood code that he can integrate online. We received our first paid WGAN Member (subscription) in August 2015 via MoonClerk paired with Stripe. Since launching the WGAN Referral Network, we have processed thousands and thousands of payments for WGAN Members. What do you like most about MoonClerk? Everything! That said, if I had to pick the top three reasons that I love MoonClerk: 1) The ease of creating various payment plans. As a small business owner, I am the WGAN team member who creates all the WGAN Membership plans. As a non-coder, I love how easy MoonClerk makes it to create branded, month-to-month and annual subscription plans with (and without) coupon codes for our various Membership levels (and other variations, including collecting name, company name, etc.) - in seconds! While we have less than 10 primary payment links at any one time, since 2015 I have created nearly 370+ variations. 2) MoonClerk’s privacy and security with credit cards. I love that WGAN does not need to see, know, or store credit card numbers. (WGAN customers probably like that too.) 3) MoonClerk’s Customer Support. While I rarely need help with MoonClerk (because it is so easy and intuitive to use), when I do reach out to MoonClerk’s support team, the help is fast and spot-on. The combination of MoonClerk and Stripe makes accounting super-easy for our bookkeeper. And, I like that it is easy to create MoonClerk reports by WGAN Membership type. Would you recommend MoonClerk to others? I reached out to the co-founder of MoonClerk recently to give him a shout-out about how the WGAN success story would not have been possible without MoonClerk paired with Stripe and that I was happy to chat with potential MoonClerk customers who were thinking about getting started with MoonClerk. It was a super-easy decision in 2015 to go with MoonClerk. Plus, now - like then – the MoonClerk’s pricing models is reasonable and understandably adjusts as WGAN grows. With all the neat MoonClerk enhancements since 2015, it’s a no-brainer to get started with MoonClerk today. # Why Chrissy Marquardt Recommends MoonClerk To Other Life Coaching Businesses URL: https://www.moonclerk.com/why-chrissy-marquardt-recommends-moonclerk-to-other-life-coaching-businesses Customers · Dodd Caldwell · 2021-12-06 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Chrissy Marquardt, founder of The Courageous Visionary , talks with us about why MoonClerk came so highly recommended to her and why she recommends MoonClerk to others. Can you tell us a little about your business? I’m a facilitator of personal transformation, growth, and self-actualization. I primarily work with women+ who are ready to reclaim their worthiness as their inherent birthright, shatter their own glass ceiling, and have the audacity to boldly pursue their big, courageous, and scary dreams. I’m a certified life coach through the Association of Coaching, and a practitioner of Neuro-Linguistic Programming through the Association for Integrative Psychology. What are your day-to-day responsibilities? Coaching clients! And when I’m not coaching clients, I’m working behind the scenes as the CEO, bookkeeper, marketer and business administrator. How did you get started? I started my coaching business in the middle of the COVID-19 pandemic after I completed my life coaching certification and training in June 2020. Becoming a life coach has always been a big, hairy audacious goal of mine, for as long as I can remember. The pandemic gave me the pause and spaciousness I needed to actualize this goal. What have been some key factors in growing your business? Trying and failing at business many, many times without quitting. My own personal transformation, development, and evolution from working with a coach for the past 3 years and doing the deep inner work. Building my skill set, confidence, and knowledge base on how to be an effective coach, through life coaching training and business mentorship training. Applying the knowledge and skills that I’ve learned from my current career as a coach and my previous career as a marketer, web designer, and community builder. Inviting my community to have coaching conversations through free coaching projects that turned into paying clients. What do you use MoonClerk for? I use MoonClerk for accepting recurring payments from my coaching clients. I also use it to accept one-time payments and deposits for coaching contracts What problems did you have with your previous payment systems? In my previous career as a web designer, I used Freshbooks and Paypal. Those worked for me at the time. However, they would not have worked for my coaching business, which relies upon recurring revenue. What made you finally decide to use MoonClerk? My own coach and other colleagues recommended MoonClerk to me. What was your experience when getting started with MoonClerk? Great! It was easy and very user-friendly. I have experienced MoonClerk both as a payer and a vendor, so it’s a system that I already knew very well. What specific feature do you like most about MoonClerk? MoonClerk is very user-friendly. I appreciate the flexibility it provides me to set up recurring payment plans and one-time payments. I like that the client can go in and update their credit card as needed and they can also see the details of their recurring plan. Would you recommend MoonClerk to others? Yes. I would highly recommend MoonClerk as a payment processor to service providers who are interested in hassle-free and worry-free recurring payments for their business. # How Savage Marketing Group Grew Sales By 54%+ With MoonClerk URL: https://www.moonclerk.com/how-savage-marketing-group-grew-sales-by-54-with-moonclerk Customers · Dodd Caldwell · 2021-11-15 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Mike Davchev, founder of Savage Marketing Group , talks with us about how MoonClerk helped him grow his revenue by over 54% and generate over $30K in sales by creating promotional campaigns for his potential and current customers. Can you tell us a little about your business? Savage Marketing Group focuses on helping business owners develop their brand by utilizing professional graphic design and strategic brand building. We are also helping businesses with their marketing strategies. Savage Marketing Group also has another brand - Leadklik.com - that focuses mainly on providing qualified leads to our customers. Our main niche is serving business in the Tax, Credit Repair, Real Estate and Financial industries. However, we do provide services for other businesses as well. This year we also started our mentorship program about mindset development, sales and, and marketing. So far, we have helped 130 students achieve their personal and business goals. What are your day-to-day responsibilities? As a CEO my day-to-day operations are focused mainly on checking on my employees and my clients and making sure that everything works smoothly and according to protocol. I make sure to attending live meetings with some of my high paying clients, partners, strategic partners, and employees. I also focus on establishing new relationships with future collaborators and masterminding new ideas in order to provide more solutions for our clients and future clients. How did you get started? Since 2004 I showed interest in design and my mother ended up signing me up for a private designing class in Europe. After that I ended up going to Music, Arts & Science College in Europe, but I never really utilized my design gift to the fullest. Shortly after I came in the States, I found my new love and that was the Trucking Industry, and to this day since 2009 I’ve been involved in the industry. How Savage Marketing Group started is very spontaneous! Sometime in 2019 I became involved in the credit repair industry, simply because I was coming across a lots of truck drivers that wanted to purchase a truck, but their credit score was keeping them away from purchasing. I thought to myself…hmm, this might be a good idea to start. Shortly after starting in the industry, I was introduced to a Facebook group of over 10,000 members that were also in the industry. After 4-5 months of networking, I realized that about 80% of them were struggling with marketing, and…. this is when the idea of Savage Marketing was born. In the beginning I was only a one-man operation designing flyers day-and-night to serve my first clients. After 3 short months this little business that was started by coincidence – exploded. The rest is history! Today we are proudly serving 549 clients on day-to-day basis! What have been some key factors in growing your business? Some of the key factors in growing my business have been understanding my clients’ needs, focusing on them, and just getting things done. I do my very best to fulfill whatever is needed to get them going, even if it means me working outside of business hours. What do you use MoonClerk for? We use MoonClerk as a payment processor to offer our community our PROMO SALES and low-ticket subscriptions. With MoonClerk we have been able to achieve some great results offering our Promos because it has the ability to create beautiful & attractive themes. I love MoonClerk! What was your experience when getting started with MoonClerk? It was very easy. MoonClerk is very straight forward and easy to use, and that’s what I like about it. Being an owner of multiple businesses and having a tight schedule, it has been a blessing to have a payment processor like MoonClerk, because it allows me to create any Promo Sales Offer to my clients in just 2 minutes! What specific feature do you like most about MoonClerk? Being able to design customize themes for the payment forms is my favorite feature. How has MoonClerk improved or helped your business? MoonClerk has significantly helped my business! My sales increased by over 54% on a day-to-day basis just because we were able to offer daily Promo Offers. We didn’t have those before. We were just depending on monthly income. These daily promo offers changed the way we help our clients and how we make money at the same time. I believe that every business should really consider using MoonClerk! Would you recommend MoonClerk to others? The answer is simple. We generated $30k+ in sales by implementing a 2-minute strategy and creating easy-to-use payment forms! MoonClerk is the best platform out there! Is there anything else you’d like to add? Keep Hustling, cause time is ticking! # How Shayna Renee Automated Her Coaching Business With MoonClerk URL: https://www.moonclerk.com/how-shayna-renee-automated-her-coaching-business-with-moonclerk Customers · Dodd Caldwell · 2021-10-21 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Shayna Renee talks with us about how switching to MoonClerk from other payment providers has helped her automate her coaching business. Can you tell us a little about your business? At Shayna Renee, we create spaces, methods, and conditions for Black women in leadership to thrive. Our freedom to lead boldly begins with the state of our health. At Shayna Renee, we seek to inspire and equip Black women in leadership to rejuvenate their minds, bodies, and spirits so that they can lead authentically, effectively, and sustainably. Our flagship space that we offer is a 9-week virtual group coaching program called IndigoWomen: A Group Coaching Experience designed for Black women, executive leaders, and entrepreneurs. The program is guided by The R3 Method ™ of Leadership Coaching - a spiritually-inspired and research-based coaching methodology that blends holistic healing and professional transformation. Each Black woman leader is invited to rebirth, reset, and renew their divine life and leadership purpose in the context of our new global paradigm. To date, we have hosted six cohorts of IndigoWomen , including over 50 leaders across the country, from over 30 different businesses and organizations and look forward to many more in 2022! At Shayna Renee, we reimagine and clear the path for what Black women in leadership can experience, create, and mobilize when their wholeness is prioritized and nurtured. This is why we say: When Black women thrive, humanity thrives. In the future, we will publish a book about the IndigoWomen movement and host a membership community with opportunities for ongoing learning and growth. How did you get started? I am a leadership and life coach who has coached and developed thousands of senior leaders within the education and social impact sectors for nearly 20 years. I am the Founder and CEO of Lead For Liberation , a leadership development organization dedicated to demystifying and operationalizing liberatory cultures for nonprofit organizations, school districts, and foundations. Inspired by the success of Lead For Liberation and realizing Black women professionals needing a space of their own to heal personally and develop professionally, I founded Shayna Renee in March 2020--when the world was experiencing deep grief, isolation, uncertainty. The need for community could not have been greater, and I’m grateful to be positioned to hold such a space for the women who often lead all of us through our most challenging times. What have been some key factors in growing your business? In the field of executive coaching and professional development, Shayna Renee uniquely bridges the gap between personal growth and professional outcomes. Meeting the specific needs of our community in such a one-of-a-kind way is why we have seen so much success in our first year of business. Additionally, I utilize my existing network and trusted connections that I have developed over decades. This has resulted in many client referrals, the development of our scholarship fund, and engaging organization and company partnerships. What do you use MoonClerk for? MoonClerk pairs with our Stripe account, making it easy to create different payment pages based on program costs and participant needs. We build single pay and payment plan links to collect charges for our services. Additionally, we collect donations from one-time funders and those who sign up to offer ongoing support. Also, we utilize coupons for participants that receive scholarship funds. Payers receive automated receipts and email communications following their payments. Through MoonClerk, we are easily able to track payments and attach those payments to the correct program participant. What problems did you have with your previous payment system? MoonClerk allows us to easily create and manage payment pages for different prices, plans, and client needs. Previously, we collected payments through different sites such as Kajabi, Wix, and Squarespace. Our challenges included creating single payment and recurring payment options, designing the payment page (MoonClerk is very simple and user friendly), keeping track of payments and plans, easily offering discounts, and ensuring the money collected was associated with the correct program participant. Additionally, to provide a discounted price to our scholarship recipients required us to create entirely new payment links. What made you finally decide to use MoonClerk? We decided to register for a MoonClerk account because we struggled to automate our payment collection process with our client management system. The platform came highly recommended by my financial advisor, Kaya Ladejobi. MoonClerk provided a simple way to create various payment pages that we could embed in our website and collect charges and registration information from our clients. What was your experience when getting started with MoonClerk? Getting started with MoonClerk was very simple. We easily paired MoonClerk with Stripe and were able to create payment forms for program registration and donation collection within one day. What specific features do you like most about MoonClerk? MoonClerk is beneficial because it pairs with Stripe and Zapier - allowing us to collect payments, track registrations, and automate email communications. Additionally, we can easily create company-branded payment pages. Through MoonClerk, we can collect all the information we need quickly and easily. We use the coupon feature to provide discounts to participants without creating entirely different payment links, saving us lots of time. Finally, the dashboard offers at-a-glance information about our payment collection, plans, and earnings, as well as an easy-to-read overview of clients. How has MoonClerk improved or helped your business? As a result of using MoonClerk to collect payments, launch payment plans, and offer scholarships via discount code, we are saving time and receiving less inquiries about payments from our clients. Our systems are automated and easy-to-understand across our internal staff team. There are fewer moving pieces to manage. Would you recommend MoonClerk to others? I would highly recommend MoonClerk to others. After shifting to MoonClerk last spring, it has been much easier to collect and track payments and client data seamlessly. It is an all-in-one, simple, and user-friendly platform. # Why Hansen Athletics Uses MoonClerk As The Payment System For Their Gym URL: https://www.moonclerk.com/why-hansen-athletics-uses-moonclerk-as-the-payment-system-for-their-gym Customers · Dodd Caldwell · 2021-09-14 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Darren Hansen, owner of Hansen Athletics , talks with us about how he uses MoonClerk himself as the payment system at his gym and also recommends MoonClerk to his gym consulting clients. Can you tell us a little about your business? We are an individualized coaching centric strength and conditioning facility. We work primarily with youth athletes but have clientele ranging from 8 to 75 years old. We also provide remote and online coaching to individuals and high school coaches. What are your day-to-day responsibilities? As a small business owner, I do it all! Between my partner and me, we do all of the logistics on the backend, coach 4-5 hours daily, and run the marketing/social media. How did you get started? I started coaching athletes and college students at my university when I convinced them to let me run a strength and conditioning program for campus recreation. Over time I started to build my own brand in the online training sector as students left from campus and wanted me to continue working with them. I was also competing nationally and coaching Olympic Weightlifting and had a growing number of people interested in my help with their training. Around 3 ½ years ago I moved back to Idaho and started the gym in my garage. What have been some key factors in growing your business? One of the biggest factors in our growth has been consistent messaging and really caring about the level of coaching and interaction we invest into our clients. In the beginning stages we were very flexible and able to move quickly towards opportunities due to our understanding of technology and the use of it in our facility. What do you use MoonClerk for? We use MoonClerk to manage all things payment oriented. MoonClerk allows us to keep track of key metrics, keep track of different coaches’ revenue, and stay flexible with our clients. At some point in the future, we will also use MoonClerk for remote/digital offerings. What problems did you have with your previous payment system? I was using primarily PayPal. It was more confusing on the backend and less flexible. It was taking up too much of my time and was frustrating. What made you finally decide to use MoonClerk? The flexibility, ability to brand my payment forms, and the intuitive option to embed directly into your site helped seal the decision for me. What was your experience when getting started with MoonClerk? I picked the MoonClerk system up very quickly and had no problem getting it rolling. I was also able to bring my business partner in as an administrator, which helps us work as a team. What specific features do you like most about MoonClerk? I love the ability to brand my payment forms and share them simply with a link. MoonClerk’s tiered, scaled pricing options makes it very appealing to first get started. We now are up in the higher tiers, but in the beginning it was very affordable to us, even with minimal revenue. I love the ability to create forms quickly from my computer or phone and instantly send them over to someone with a link. You can run all of MoonClerk from a mobile setup if you’d like. The subscription features are fantastic for gyms as well. How has MoonClerk improved or helped your business? MoonClerk has allowed us to be flexible and agile with our payment opportunities with our clients. Our business has grown substantially since inception and MoonClerk has helped us do that without any growing pains. Would you recommend MoonClerk to others? Yes, and I already have. I consult other beginning gym owners and MoonClerk is one of the systems I have them put into place from the very beginning. It’s a no brainer when it comes to flexibility and custom payment options. # How MoonClerk Helped Robertson’s Royal Enterprises Increase Revenue By 80% URL: https://www.moonclerk.com/how-moonclerk-helped-robertson-s-royal-enterprises-increase-revenue-by-80 Customers · Dodd Caldwell · 2021-08-25 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Cassandra Robertson, founder of Robertson’s Royal Enterprises , talks with us about why she MoonClerk now that her revenue has grown 80% since using MoonClerk. Can you tell us a little about you and your business? I’m Cassandra Robertson and my business is Robertson’s Royal Enterprises. Our business consists of tax preparation and consulting services. On a day-to-day basis I assist my clients in organizing their finances and starting their businesses. I started off as just a tax service in September of 2017 and gradually added other services to my business as time went by. What have been some key factors in your organization’s growth? Some of the key factors in growing my business have been understanding my clients’ need, focusing on them, and just getting things done! I do my very best to fulfill whatever is needed to get them going, even if it means me working outside of business hours! What do you use MoonClerk for? I use MoonClerk as my payment processor for the services I offer. Before discovering MoonClerk, my clients either paid me cash or paid via Cash App. That wasn’t working for me because I didn’t have the options that I now have with MoonClerk. I didn’t have the option to set up recurring payments or have the professional look that MoonClerk has. What made you finally decide to use MoonClerk? I searched and searched for a payment system that I could customize and brand with my business and found Moonclerk. After finding MoonClerk, it was pretty simple to set up and took all of 45 minutes to learn how everything works and set up. What specific feature do you like most about MoonClerk? I love how everything is right there in your face as soon as you sign in. You can see your revenue, your sales, how many clients and new clients you have! And, you do not have to keep up with emails and paper receipts because everything is right there and its more convenient when time comes to filing your business’s taxes. One benefit I have found helpful is being able to create different payment forms for whatever my business needs are at the time! I also get to choose when I want my payouts to be disbursed into my business bank account. And the processing fees are amazing and very cheap! How has MoonClerk improved or helped your business? MoonClerk has significantly helped my business! My sales increased around 80% due to me not leaving money on the table or chasing clients for payments. I’d highly recommend MoonClerk to any businessperson who needs organizational software and payment processing all-in-one! Why? Because it’s so easy and simple to use! # How Elevate Your Story Uses MoonClerk To Generate Predictable Cash Flow URL: https://www.moonclerk.com/how-elevate-your-story-uses-moonclerk-to-generate-predictable-cash-flow Customers · Dodd Caldwell · 2021-08-12 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Paulette Harper , founder of Elevate Your Story, talks with us about how MoonClerk has helped her business budget more effectively with predictable cash flow. Can you tell us a little about what your organization does? At Elevate Your Story our motto is “where dreams become reality.” Elevate Your Story is a platform for aspiring authors where they come to get information and skills they need to fulfill a lifelong dream of becoming a published author. As the book coach, I specialize in assisting faith-based leaders, coaches, and entrepreneurs, who are first-time authors, how to self-publish nonfiction books, so they can turn their stories into a thriving business. Anyone desiring to become a published author can achieve this with one-to-one coaching, virtual group coaching sessions and book collaboration through Elevate Your Story. What are your day-to-day responsibilities? I provide the accountability my clients need in order for them to succeed and reach their publishing goals. I have one-to-one client calls and bi-weekly check in and live group monthly sessions, as well as email support and for book collaborations, we have a private Facebook group. How did your organization get started? Elevate Your Story launched in 2012 after I self-published my first book. Other aspiring authors began asking me to teach them the process to self-publishing. The business quickly went from hosting writing workshops, to one-to-one coaching, group coaching and now publishing book collaborations. What have been some key factors in growing your business? There is a demand from aspiring authors to become published. With the growing demand from writers wanting to share their stories and make an impact in the world, Elevate Your Story has become one of the go-to platforms where authors are guaranteed their stories will get published…. and published correctly. What do you use MoonClerk for? I use MoonClerk to allow our customers to make single or recurring payments on their accounts. What made you finally decide to use MoonClerk? My business coach recommended MoonClerk to me and I knew I needed to put a system in place that relieved me from using alternative payment methods that weren’t beneficial for my business. What was your experience when getting started with MoonClerk? It’s easy to use MoonClerk and getting started was effortless. What specific feature do you like most about MoonClerk? I absolutely love the ability to create recurring payments. This feature makes our cash flow more predictable and that makes budgeting easier. I also like the ability to create a one-page sales sheet for my clients. I also love the ability to see the analytics of my business, the ability to easily make changes to the recurring payment plans . I have the confidence of knowing that I’ll receive my payments on time. How has MoonClerk improved or helped your business? We have had a 100% success rate in obtaining payments from our clients. Would you recommend MoonClerk to others? I would 100% recommend MoonClerk! MoonClerk has helped me change the way I onboard my customers by collecting payments. Our customers can easily sign up and pay for our services more effectively. Any business that is looking for an automated payment system should consider MoonClerk. # How MoonClerk Helped Landau Agency Streamline Its Sales Process URL: https://www.moonclerk.com/how-moonclerk-helped-the-landau-agency-streamline-its-sales-process Customers · Dodd Caldwell · 2021-07-29 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Anya Parker-Lentz, founder of social media management company, Landau , talks with us about how MoonClerk has helped streamline her business and make more sales. Can you tell us a little about your business? We are a social media management company specializing in organic marketing (“by humans, for humans,” as we like to say) for entrepreneurs and business owners with multi-million-dollar revenues. We take the hassle out of managing multiple social media accounts for a business, so our clients have more time to do what they do best, like nurturing leads to make five-figure sales during their six-figure launches. (Also, our work inevitably brings in more leads, and revenue, for our clients.) What are your day-to-day responsibilities? I oversee it all – sales, client relations, operations, finance, development, etc. – and am fortunate to have a great team of contractors to support me on many of the day-to-day tasks I delegate. How did you get started? One-to-one freelancing quickly turned into a full-blown operation once our clients started sharing our work with their colleagues. What have been some key factors in growing your business? Building a team of contractors who are well-equipped to deal with the day-to-day, and plan to grow with the company has played a huge role in the company’s growth in addition to streamlining many of our systems. What do you use MoonClerk for? We use MoonClerk during client on-boarding to set up recurring payments so our clients can set up the monthly retainer payment with ease. After the sales call, clicking the MoonClerk link is the first step our clients take with us. Did you use another payment system before MoonClerk? We used another system which was limited in many ways. As a social media management agency, we pride ourselves on aesthetics from the forms we use to the social media brand suites our graphic designers create for our clients – so having a fully customizable page is amazing. Plus, we love the absolute simplicity of the platform. Our previous system made it tedious to create recurring monthly payments with ease and duplicate or edit plans as needed. There was always a bottleneck with payments. We were re-sending payment reminders left and right, or making special exceptions for folks who wanted to send checks to pay via their bank. Now it’s all through MoonClerk. What made you finally decide to use MoonClerk? A few industry mentors pointed me to MoonClerk and I never looked back! What was your experience when getting started with MoonClerk? Seamless. I felt there was a weight lifted off my back the second we started using MoonClerk. Now our team has three links ready to go for our key packages, and it’s easy to pop in and customize payment forms as needed for exceptional offers or pop-up workshops. What specific feature do you like most about MoonClerk? My favorite feature is the ability to (reeeeeally) simply set up recurring plans. As a social media management agency, we thrive on recurring clients, and it was a huge pain to send invoices each month (even if they were digital and payable by card). The recurring charge feature, which also notifies our clients 3 days prior to the charge, is a game changer. How has MoonClerk improved or helped your business? MoonClerk has allowed us to streamline our payment intake, and has saved us many wasted hours we spent writing up individual invoices and sending payment reminders. Plus, it makes the “selling” piece so much easier – after sales calls, I’m able to confidently pass the on-boarding process to my executive assistant without worrying if she has the right information to input. (Recently, my executive assistant even made a four-figure sale via email, just because she had the MoonClerk link ready to go for our smaller package.) Would you recommend MoonClerk to others? Of course! It’s simple and efficient for the team, looks great and is easy to use for our client. # How Scott Johnson Uses MoonClerk To Improve Cash Flow For His SEO Agency URL: https://www.moonclerk.com/how-scott-johnson-uses-moonclerk-to-improve-cash-flow-for-his-marketing-agency Customers · Dodd Caldwell · 2021-07-08 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Scott Johnson talks with us about how using MoonClerk has dramatically improved the cash flow for his B2B SEO agency , Amplifyed.io. Can you tell us a little about your business? Amplifyed.io is an SEO agency with 8 employees. We get more inbound leads for firms who sell B2B and have $5M-50M in revenue. What are your day-to-day responsibilities? I view myself as the integrator, ensuring that sales, operations, and finance are all marching to the beat of the same drum. Business development and building processes are other focuses of mine. How did you get started? Amplifyed.io started as a marketing consultation company. SEO was a big part of what we recommended and I knew we could offer an excellent service. In 2020, we decided to exclusively focus on SEO and it was the best business decision we ever made. What have been some key factors in growing your business? Collecting payments automatically in advance was huge. There was no more hearing “the check is in the mail” 40 days after it was due. Growing an outbound sales team was also pivotal. What do you use MoonClerk for? We use MoonClerk for billing clients for projects and recurring services. We don’t start the projects until payment is received. MoonClerk makes it easy for us to send a payment link with our terms and services. What problems did you have with your previous payment system? As Amplifyed.io transitioned to a recurring service format we found it essential to be able to easily charge our customers monthly and in advance. We were billing for the month before and waiting for paper checks so we weren’t getting paid for the work we had done for close to 2 months sometimes. We needed a way to set up recurring plans easily for our clients and didn’t have a service like that previously. What made you finally decide to use MoonClerk? I hired a consulting firm to build out our sales team and he immediately honed in on our outdated payment collection process. He uses MoonClerk for his business, and recommended the same for us. What was your experience when getting started with MoonClerk? We found it very easy to use. My bookkeeper was able to get our account setup easily and she and I can both create recurring or one-time projects. We like having the options for our clients to pay via ACH or credit card and the ability to pass the credit card fee on to them, if necessary. What specific feature do you like most about MoonClerk ? My favorite feature is the recurring option for a service package. I am able to add my terms and services agreement and logo. It looks professional and is easy to use. My bookkeeper likes receiving notices of payment or errors with processing. It allows us to stay on top of our billing without a lot of effort on our side. How has MoonClerk improved or helped your business? MoonClerk has been a game changer for our company. It has helped us change the way we onboard customers. We are now paid on-time and accurately. Our billing is easier and our cash flow and finances are more predictable. Would you recommend MoonClerk to others? Absolutely. It’s a great service and the prices are fair. # How Andrew Laws Uses MoonClerk To Improve Cash Flow For His Marketing Agency URL: https://www.moonclerk.com/how-andrew-laws-uses-moonclerk-to-improve-cash-flow-for-his-marketing-agency Customers · Dodd Caldwell · 2021-06-25 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Andrew Laws talks with us about how using MoonClerk has dramatically improved the cash flow for his marketing agency . Can you tell us a little about your business? We are a SEO and Digital Marketing Agency. What are your day-to-day responsibilities? I am the Managing Director. In reality, I manage the projects and do customer liaisons, and also I am very much a technician at heart, be it SEO or other general digital marketing activities. How did you you get started? I launched this company as I found I really enjoyed helping companies to find the best way of marketing themselves by using the evolving internet technologies. What have been some key factors in growing your business? If I am honest, I would say it’s probably public speaking and making myself generally available to give free advice. We give away as much digital marketing and SEO advice away for free as we can. This has really helped our growth and also helps keep our knowledge on-point and keeps us on the cutting edge of emerging technology. What do you use MoonClerk for? I use MoonClerk for charging clients for work in advance rather than invoicing in arrears. What problems did you have with your previous payment system? I used to invoice everything in arrears. That created a resource lag because we had to chase down invoices all the time. All of my clients paid eventually but charging my clients in arrears caused a significant cash flow problems. All my clients are great, but they are not necessarily hugely prompt with paying invoices. If I don’t get paid, I can’t pay my freelancers, my associates, and I cannot buy food. I think that is a fairly fundamental problem. I tried using GoCardless but none of my clients would sign up for it. They just seemed bewildered by the whole process, so I dropped it fairly quickly. What made you finally decide to use MoonClerk? I started engaging with a local consultant who sent me a link so I could pay him. It seemed like such an obvious solution. I have been using Stripe for many years but never could connect subscription charges with credit card processing on Stripe myself. So, Moonclerk was a fantastic tool to find. What was your experience when getting started with MoonClerk? It was very easy. Admittedly I am in tech, so I tend not to be challenged by things but MoonClerk was particularly frictionless. I would recommend it to anyone and in fact do recommend it frequently. What specific feature do you like most about MoonClerk ? I like that money gets collected without me doing anything. I also like that if someone’s card details change then I don’t have to do anything. MoonClerk just takes care of it for me. It’s great to see all my information in one place. The integration with Stripe is just fantastic but honestly the biggest benefit is that customers pay me upfront, on-time with no complications. That benefits me and my clients. How has MoonClerk improved or helped your business? Every client that pays through MoonClerk pays on time. Using MoonClerk has dramatically simplified my cash flow, life is much easier, and I can concentrate on running my business rather than chasing invoices. Would you recommend MoonClerk to others? I would recommend MoonClerk because it reduces so much resource lag on businesses. It just works. All we really want from any internet technology or any system is that it works. We try and run our company by executing without drama and MoonClerk is a big part of that. # How MoonClerk Helps Alex Golodriga Gain Back 5 Extra Hours A Month URL: https://www.moonclerk.com/how-moonclerk-helps-alex-golodriga-gain-back-5-extra-hours-a-month Customers · Dodd Caldwell · 2021-06-02 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Alex Golodriga talks with us about how MoonClerk has helped her gain back 5 hours of her time per month to focus on building her coaching business, HerBodySolutions . Can you tell us a little about what you do? I’m a coach who offers women support around all things related to health, fitness and wellness. I help burnt out women gain energy through proper nutrition, movement, and self-care practicess. Clients can work with me one-on-one with nutritional support, in a group setting via my 6-month Nourish HER Body Course, as well as with training via my fitness app community called HER Body Lifts Membership. What are your day-to-day responsibilities? I have one-on-one client calls, Nourish HER Body group support with live calls and Slack support, app support via the HER Body Lifts membership, as well as general email support/inquiry responses, social media content creation and engagement. How did you get started? I’ve been running my own fitness and wellness business for almost a decade now and have been refining it and streamlining my business processes for a few years now. As I grow in my offerings and client base I have added features and technical support to help showcase my professionalism, as well as limit the time I spend doing admin work. What have been some key factors in your growth? I’ve incorporated processes like MoonClerk and integrated similar systems that have allowed me to spend more time doing what I love and less time doing admin work. What do you use MoonClerk for? I invoice my clients through MoonClerk. What problems did you have with your previous payment system? I’ve used PayPal in the past. Some clients didn’t have PayPal. PayPal was also harder to keep my invoicing organized and it was difficult to maintain a schedule for payments. What made you finally decide to use MoonClerk? A colleague recommended MoonClerk to me What was your experience when getting started with MoonClerk? It’s easy to use MoonClerk so getting started was smooth. Also, it was easy to integrate MoonClerk with other features and systems I already had in place. What specific feature do you like most about MoonClerk? I love how I can customize the payment forms. The different recurring payment options allow me to structure payment plans that fit my clients’ needs. I can also offer my clients multiple methods to pay and they can do so with confidence. The design options allow me to include my logo and color scheme in the payment forms. How has MoonClerk improved or helped your business? I’ve gained upwards of 5 hours a month back that can now be put into the work I actually love and am fulfilled by. Would you recommend MoonClerk to others? Yes! MoonClerk is easy to use and integrate into other systems that I already have in place. It takes the guesswork out of invoicing and helps improve my professionalism! # How Tammy Whyte Automates Her Run Coaching Business With MoonClerk URL: https://www.moonclerk.com/how-tammy-whyte-automates-her-run-coaching-business-with-moonclerk Customers · Dodd Caldwell · 2021-05-03 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Tammy Whyte, founder of TW Training and Wellness , talks with us about her experience switching to MoonClerk and how MoonClerk has helped her automate her business. Can you tell us a little about your business? TW Training and Wellness helps runners get stronger and faster to achieve new distances and new PRs. We offer run coaching and strength training services. What are your day-to-day responsibilities? I’m a one-woman show, so I do everything for the business – both working in it and on it, are up to me. Every day is a bit different, but some responsibilities include: programming for my 1:1 run coaching clients, giving feedback on workouts and adjusting plans for 1:1 clients, posting and interacting in our team Slack group, programming for my group athletes, content creation; programming and preparing for my strength for runners classes, teaching Zoom classes; updating the website, marketing, prepping to lead workshops and team events, emails, bookkeeping and financial items. How did you get started? I started in the fall of 2017 because I didn’t see a lot of running coaches catering to “the middle to the back of the pack” runners and actively creating community within their team. I coached with a local running store and I knew I could do a better job. I think it’s important that runners see that coaches are for everyone, not just elites or really fast runners. At the time, I was only thinking locally, but now everything is online (and I moved), so I have athletes from around the country (and a few international.) What have been some key factors in growing your business? I’ve built partnerships. I deliver a high quality service so that people continue to come back. I listen to what my athletes need and deliver on it. I’m always seeking feedback to grow and have pivoted during the pandemic to include Zoom classes. What do you use MoonClerk for? I use MoonClerk for all of my run coaching services. There are different levels that people can sign up for and a few different prices within the levels. MoonClerk makes it easy to set up different forms and settings so I don’t need to think about anything. MoonClerk helps a lot with automation. What problems did you have with your previous payment system? The biggest reason I started using MoonClerk was the automation it provided for subscriptions/monthly payments. Prior to MoonClerk I used the subscription payment features within my website builder but those were limited and still didn’t allow me to build all the automation I would need to be more efficient. That was the main problem – not having the tools to run my business more efficiently. Before MoonClerk, I wasted a lot of time doing things manually. I also had trouble setting up payment options exactly as I wanted to because of the limited options. What made you finally decide to use MoonClerk? I’m finally at a place in my business that I’m willing and able to spend a little extra to save time and get exactly what I want to both enhance my admin experience and my customers’ experience. As I was revamping my run coaching pricing and services, it seemed like a good time to switch to MoonClerk to make things as seamless as possible. What was your experience when getting started with MoonClerk? I had a great experience. I had a few questions that I reached out about and received answers to. Getting started on the forms was easy and intuitive. What do you like most about MoonClerk? I like the ability to create different forms and customize them as needed. I have a list of all of my customers in one place. I’m able to integrate to other apps like MailChimp. MoonClerk certainly saves me time. Also, I love getting emails when I get paid! Would you recommend MoonClerk to others? Yes, I’d recommend MoonClerk for all the reasons I talked about above! If you’re looking to jump to the next level with your business operations, MoonClerk is the way to go. # New And Improved Zapier Integration For MoonClerk URL: https://www.moonclerk.com/new-and-improved-zapier-integration-for-moonclerk Product · Dodd Caldwell · 2021-04-05 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content We’ve just launched an improved integration with Zapier . All of our Zapier “triggers “are now instant. Plus, we’ve added 2 new triggers: Plan Payment Failed Plan Ended We still offer the Plan Created and Successful Payment triggers. Previously all triggers updated about every 15 minutes. Now all triggers update in real-time. If you already have “Zaps” created on Zapier with MoonClerk, all of those will continue to work as they always have. If you want to take advantage of these new features and already have “Zaps” created in Zapier with MoonClerk, you’ll need to recreate those zaps. Any new “Zaps” you create will take advantage of the improvements we made. For those of you unfamiliar with Zapier, if you need integrations we don't offer directly or if you need additional functionality we don't offer through our direct integrations, Zapier to the rescue! Zapier is a web platform that allows you to connect 3,000+ web apps without any coding. MoonClerk is on there as well as a number of other services, of all types. You can read more our Zapier integration on our blog here: https://www.moonclerk.com/zapier-integration-now-available-connect-moonclerk-to-300-web-apps You can view all their available apps here: https://zapier.com/zapbook/ Please let us know if you have any questions. # New Feature: Give Your Payers The Ability To Pause And Restart Their Own Recurring Plans URL: https://www.moonclerk.com/new-feature-give-your-payers-the-ability-to-pause-and-restart-their-own-recurring Product · Dodd Caldwell · 2021-02-23 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content We’re excited to announce another update to our Payer Portal , where your payers can manage their own recurring plans after they’ve checked out. We’ve added the ability for you to allow your payers to pause and restart their own recurring plans in the Payer Portal. Now, when one of your payers goes to their Payer Portal, they will have the option to pause their recurring plans indefinitely or for a set number of periods. If their recurring plan is paused, they will then have the option to resume the plan. So, if you offer a subscription service and one of your customers is going on vacation, you can choose to let them pause your service while they're gone. Or, if you’re a nonprofit and your donor needs to pause their recurring donation for a little while, they can do so themselves. If you have the “Payer Portal Updates” notification email enabled , you’ll receive an email every time your payers pause or resume their recurring plan. Read instructions on how this feature works Sign in to your account Photo Courtesy of Flickr User Annie Roi # Why 4Life Nutrition Recommends MoonClerk’s Recurring Payment System URL: https://www.moonclerk.com/why-4life-nutrition-recommends-moonclerk-s-recurring-payment-system Customers · Dodd Caldwell · 2021-02-15 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Live preview Cassidy Hartung talks with us about how MoonClerk helps make her life easier as she runs her nutrition coaching business, 4Life Nutrition . Can you tell us a little about what you do? 4Life Nutrition is 1-1 nutrition coaching. I help people reach their full potential when it comes to nutrition and meeting their goals, without sacrificing foods they love. What are your day-to-day responsibilities? I check in with my clients every single day! My clients send me screenshots of their food diary totals at the end of each day. Not only does it hold them accountable but it gives me the opportunity to help them. What have been some key factors in growing your business? Definitely word of mouth and referrals! What do you use MoonClerk for? MoonClerk is how my clients sign up to work with me! It makes it so easy! What was your experience when getting started with MoonClerk? My experience with MoonClerk has always been exceptional! The start-up process is very easy and it’s very affordable! What specific feature do you like most about MoonClerk? It’s hard to choose just one! I really love every aspect of MoonClerk. But, if I had to choose my favorite feature, it would be how easy it is to create customizable payment forms. Sometimes I need specialized payment forms made for people and the “duplicate form” feature makes that extremely easy! What are 2-3 other benefits of MoonClerk? I love the ability to see the analytics of my business, the ability to filter through my recurring payment plans quickly and easily, and just the simplicity of using MoonClerk. How has MoonClerk improved or helped your business? I truly don’t know what I would do without MoonClerk! It is what I’ve used from the beginning and makes the payment process of my business so easy. Would you recommend MoonClerk to others? I would 100% recommend MoonClerk! Anyone whose business is a monthly membership would benefit greatly from MoonClerk. It is so easy to use and I’ve never had any issues with it. Is there anything else you’d like to add? MoonClerk has made the payment process extremely easy for me and my clients. It is essential for my business and I use it every single day! # How Patrick Ryan Grew His Coaching Business 5X With MoonClerk URL: https://www.moonclerk.com/how-patrick-ryan-grew-his-coaching-business-5x-with-moonclerk-s-recurring-payment Customers · Dodd Caldwell · 2021-02-01 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Patrick Ryan II, owner and operator of Aware Online Coaching , talks with us about how MoonClerk’s ease-of-use has helped him grow his business 5X over the past year. Can you tell us a little about what you does? Absolutely. We specialize in turning average Dads into their kid’s real-life superhero. We offer online personal training for Dads that is fast, flexible, and effective. What are your day-to-day responsibilities? Ah, where to begin?! First and foremost, it’s my job to distribute all nutrition and exercise programming to each and every one of our clients across the country, as well as provide continuous support throughout their journey. That’s then followed by various administrative tasks in managing finances and the various systems we use to keep our clients happy. How did you get started? About 5 years ago I was working at a big box gym where I was training in-person clients and I was left feeling unfulfilled with the lack of support my clients were getting outside of their sessions. I decided to take it upon myself to begin offering online training as an added service to my existing clients. The rest continued to blossom and grow from there. What have been some of the key factors in growing your business? Some key factors would definitely be investing in help from the fine folks over at The Personal Trainer Development Center and The Online Trainer Academy. It’s their help and guidance that led to the sustained growth of Aware Online Coaching. What do you use MoonClerk for? I use MoonClerk for to accept and manage all of my payments. What problems did you have with your previous payment system? It just wasn’t user friendly. It was a headache trying to figure out how to make adjustments to existing payment plans, as well as creating new ones, not to mention their customer support was spotty. How did those problems affect your business? There was lots of wasted time and added frustration that was taking time and energy away from actually coaching my clients. What made you finally decide to use MoonClerk? A mentor of mine within the Online Trainer Academy Level 2 certification program recommended MoonClerk to me. What was your experience when getting started with MoonClerk? In all honesty, it was seamless. I was quite surprised by how versatile (and easy) it was to create various payment plans, due dates, etc. It’s almost laughably easy to use MoonClerk, which is a big breath of fresh air compared to what I’ve experienced with previous payment systems. What specific feature do you like most about MoonClerk? I’d say I really like having the ability to pause payments. I also like the ease with which I’m able to set different due dates for future payments. That way, if I have a client who needs an adjustment made to their recurring payment plan, I can quickly jump in and handle it for them. What are 2-3 benefits of MoonClerk? Ease of creating customized recurring payment plans Ease of modifying existing recurring payments plans for my customers. Quick and helpful responses from MoonClerk’s customer support How has MoonClerk improved or helped your business? MoonClerk has allowed me to focus more attention on the areas of my business that matter most in helping my clients. MoonClerk, along with a few other things, has helped our revenue grow 5X over the past year. Would you recommend MoonClerk to others? Absolutely. Just the ease of use and reliable customer support make MoonClerk a no-brainer for anyone looking to accept recurring payments. Is there anything else you’d like to add? If only I would have known about MoonClerk when I first started my business 5 years ago, my life would had been much easier from the get-go! # How MoonClerk Helped Diamond Outsourcing Grow 5X In 1 Year URL: https://www.moonclerk.com/how-moonclerk-helped-diamond-outsourcing-grow-5x-in-1-year Customers · Dodd Caldwell · 2021-01-11 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Nicole Ashley, founder of Diamond Outsourcing , talks with us about how MoonClerk helped her business grow from $50,000 to $250,000 in reveue in just one year. Can you tell us a little about what Diamond Outsourcing does? Diamond Outsourcing expedites the back-office processes for business owners. My staff, all on-shore, will manage all documents for your business and your clients. We manage accounts, create custom dispute letters, tax documents, and student loan documents to print and mail them on a client’s behalf. First-class postage is always included. What are your day-to-day responsibilities? As the CEO, I manage all the key functions of the company, including staff and consultations. How did you get started? After spending several years in the credit repair industry, I KNEW how time consuming the dispute process, client portal updating, and letter mailing was. This was and still is my passion. My colleagues admired my work and would often ask me if I offered back-office services. I declined at first but I have a passion and desire to help business owners offer (and their clients receive) premium services where attention to detail is key. My business owner clients now have time for customer acquisition and marketing while their back office is running 24/7. What have been some key factors in growing your business? Once I identified my niche audience, I was then able to scale my business and automate my systems. That allows Diamond Outsourcing to offer premium back-office services at an expedited yet efficient rate. What do you use MoonClerk for? We use MoonClerk to allow our customers to make single or recurring payments on their accounts seamlessly via our website, our partner portal, and email. What problems did you have with your previous payment system? I used Paypal at first because some of my colleagues did also. I spent too much time creating customized invoices. And I felt that I was always chasing payments if my clients didn’t have a busines Papal account – they were forced to create one. What made you finally decide to use MoonClerk? MoonClerk came highly recommended from a very successful mentor of mine after I was discussing my frustrations with my invoicing processes. What was your experience when getting started with MoonClerk? It was an easy process and starting up was quite simple. What specific feature do you like most about MoonClerk? MoonClerk has the customization I need and is also simple. It is extremely easy to integrate into my website. Payments go directly into my business bank account 24/7. I love that it reminds clients that their charge date is approaching. I also take advantage of the coupon code system. How has MoonClerk improved or helped your business? Diamond Outsourcing is my second business. I officially launched in August 2019 and at the time I was not using MoonClerk. I ended the year at under $50,000 in revenue. In February of 2020 I set up MoonCerk and never looked back. I will finish the year grossing a quarter of a million dollars. MoonClerk has helped my company collect payments easily and handled my growth seamlessly. Would you recommend MoonClerk to others? Absolutley! Not only is it simple to set up and customizable, but you are also able to receive payments easily and your clients can pay with their preferred payment method, which they love! # Add Affiliate Tracking To MoonClerk With The New OSI Affiliate Integration URL: https://www.moonclerk.com/add-affiliate-tracking-to-moonclerk-with-the-new-osi-affiliate-integration Product · Dodd Caldwell · 2020-12-17 Affiliate marketing can be a great sales channel for your recurring service or product. As opposed to buying ads, affiliate marketing allows you to pay commissions after a... ## Content Affiliate marketing can be a great sales channel for your recurring service or product. As opposed to buying ads, affiliate marketing allows you to pay commissions after a purchase has been made to individuals who promote your business for you. You can now set up an affiliate program via MoonClerk by integrating with the software platform, OSI Affiliate . OSI Affiliate has developed their own integration with MoonClerk. When setting up an affiliate program for your MoonClerk payment forms, you will be able to reward your affiliates a percentage of the order total or a fixed amount of money for each referred sale. You also have the option to reward a gift card such as an Amazon gift card or any gift item. You can issue these rewards on an ongoing basis for each payment made on a recurring plan. You can watch this short video to see how to set up the MoonClerk/OSI Affiliate integration: To learn more, check out OSI Affiliate’s MoonClerk integration guide . Because OSI Affiliate developed this integration and not MoonClerk, if you have any questions, it’s best to contact their team directly . # Why Andrea Franco Went All-In With MoonClerk For Her Coaching Business URL: https://www.moonclerk.com/why-andrea-franco-went-all-in-with-moonclerk-for-her-coaching-business Customers · Dodd Caldwell · 2020-12-02 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Andrea Franco talks with us about how MoonClerk’s payment plan options have helped her achieve an almost 100% success rate for her client payments. Can you tell us a little about what you do? I help women scale their online business to consistent 5 and 6 figures as an Intuitive Transformational Business Mentor for entrepreneurs, healers, and light- workers to step into their soul’s true purpose. I help women build successful online companies and marry their masculine and feminine energy in order to love what they do by taking actionable steps to create real results. I guide them to increase visibility, master their organic marketing, and call in limitless abundance. I’ve helped many of my clients call in anywhere from $10k to $80k months in just a few months of working together. What have been some key factors in growing your business? I have grown my business through a strategic approach. I have created sustainable wealth in my business through creating a system that works, and having payment plans that also work, not only me, but for my clients as well. What do you use MoonClerk for? I use MoonClerk to create payment plans and systems that work. There is so much flexibility with how I can work with my clients, and how I can grow my business. What problems did you have with with your previous payment system? With other payment systems, there isn’t as much flexibility. It was difficult to retry invoices, it was hard to change invoice due dates and other small processing errors. Where other payment systems don’t provide solutions for my industry, MoonClerk does. With MoonClerk, I can set up recurring payments with ease for specific dates, and even have bi-weekly or weekly payments with an end date. That means there are fewer payment failures, more paid invoices and ther is more flexibility. I am so grateful to MoonClerk for creating a system that works with my business. What made you finally decide to use MoonClerk? My Business Manager recommended MoonClerk to me. After a month of an almost 100% success rate for my clients’ payments, I was all in. Not only was MoonClerk easy for me, it was easy for my clients, and that is so important for me. Would you recommend MoonClerk to others? I would absolutely recommend MoonClerk to any coach or consultant who doesn’t want a headache when it comes to payment plans. So many of us have a huge mission on this earth, and we dont want to spend energy on trying to figure out payment systems that don’t support our mission and that don’t work well for our clients. # New Feature: Ask Your Payers To Upload Files At Checkout URL: https://www.moonclerk.com/new-feature-ask-your-payers-to-upload-files-at-checkout Product · Dodd Caldwell · 2020-10-27 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content We’ve recently added a new custom field type to the Additional Information section of payment forms – File Uploads. With this new custom field, you can ask your payers to upload one or more files before they complete their checkout. In order to ask your payers to upload a file, when you create a new custom field , you’ll now see the “File Upload” option in the dropdown list of custom field types: When your payers are checking out, they’ll then see the “Upload File” custom field. You can add as many File Upload custom fields on a form as you’d like. Once your payers have uploaded their custom field, if you navigate to to their Payment or Plan in your MoonClerk dashboard, you’ll be able to download it. And whenever you export your custom field information , the exported spreadsheet will contain a link to the uploaded files. If you’re signed into your MoonClerk account, you can click on that link in the spreadsheet and view/download the file. We hope you find this new feature useful. As always, let us know if you have any questions. Image courtesy of Flickr user Ian Lamont . # How Lightyear Leadership Uses MoonClerk Payment Plans To Give Low-Cost Access to World-Class Personal Development URL: https://www.moonclerk.com/how-lightyear-leadership-uses-moonclerk-payment-plans-to-give-low-cost-access-to Customers · Dodd Caldwell · 2020-10-20 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Hunter Conrad, Chief Experience Officer for Lightyear Leadership , talks with us about how using MoonClerk to offer payment plans has helped keep his personal development training affordable for over 100 of his clients. Can you tell us a little about your business? Lightyear Leadership develops happy and fulfilled humans, and empowers individuals, communities and companies to rapidly and radically transform themselves and the world. We design personal development courses and leadership trainings that put your future in your hands. What are your day-to-day responsibilities? I am technically the Chief Experience Officer at Lightyear, which in a small family owned company means I do a bit of everything. I am in charge of our product design and development roadmap, leading and structuring community through our Lightyear Champions Program, answering all explorer questions that come into our email and chat, as well as working on executing our vision for providing low-cost access to world-class personal development. How did your business get started? Lightyear Leadership was founded by Susanne Conrad who has worked as a leadership and communication advisor for more than 30 years, helping people improve their interpersonal and business skills - and create happier, more intentional lives in the process. She founded Lightyear Leadership to create and implement communication programs for progressive companies. Susanne was instrumental in creating the renowned leadership development culture at lululemon since it opened its first US stores in 2003. She served on the Board of Directors, taking the company public, then continued as the Director of Possibility for 13 years. Lightyear became one of the company's most foundational and beloved programs for over 10,000 employees. Our online platform Lightyear.co was created to make Susanne’s work accessible and affordable to anyone anywhere, offering Susanne’s 30 years of experience and unique self-development curriculum to individuals across the globe. What have been some key factors in your growth? Lightyear Leadership is a grassroots and community-based organization. All of our growth has come from word-of-mouth referral from person to person. We are committed to a new way of business and being where our community spurs growth organically. We have also forged strong relationships with founders of organizations and companies who used Lightyear to grow their business and missions - helping each other to grow into new possibilities. What do you use MoonClerk for? We use Moonclerk to offer payment plans to our explorers who need a more accessible and affordable payment option for our year-long Lightyear Coach Training and other course offerings. In addition, we have started to use MoonClerk to offer workshops to our broader community who are not members of our online platform, lightyear.co Did you use another payment system before MoonClerk? We use Stripe in conjunction with Moonclerk and started to use Moonclerk because it had a more user-friendly and clear way to set up payment plans for our offerings than just using Stripe itself. Using just Stripe by itself, it was difficult to set up payment plans and took our development time that would have been better used elsewhere. What made you finally decide to use MoonClerk? We loved that we didn’t have to use our development hours to to be able to offer customizable payment plans to our explores. What was your experience when getting started with MoonClerk? It was straightforward and easy. I was able to get the basics of what I needed set up quickly. What do you like most about MoonClerk? Being able to offer payment plans to our explorers The Digital Delivery extension that we use for our workshops The Payer Portal our explorers can use to update their own payment plans themselves The quick and easy setup How has MoonClerk improved or helped your business? With the ability to offer payment plans, we have been able to provide an accessible payment option to over 100 of our customers, with 328 successful payments so far since starting with MoonClerk. The payment plan option has allowed us to generate sustainable revenue while staying true to the mission of Lightyear.co to provide low-cost access to world-class personal development and leadership training. Would you recommend MoonClerk to others? Yes. Moonclerk is great for small businesses that want to set up payment plans easily and quickly. Is there anything else you’d like to add? Thank you Moonclerk! # How MoonClerk Helped Carlos Casado Grow His Online Coaching Business 500% During Quarantine URL: https://www.moonclerk.com/how-moonclerk-helped-carlos-casado-grow-his-online-coaching-business-500-during-q Customers · Dodd Caldwell · 2020-10-05 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Carlos Casado talks with us about how using MoonClerk has helped grow his online coaching business and reduce his administrative headaches. Can you tell us a little about your business? I help women engage in healthier habits without them having to give up their social life or never enjoy their favorite desserts. I do that both online and offline. What are your day-to-day responsibilities? I check in with my clients and help them plan their daily movements, exercise routine, and nutrition. Apart from that, I try to share valuable content on social media to help all my followers. How did you get started? I started 6 years ago working only one-to-one in a premium fitness club and about 2 years ago I started with online coaching. What have been some key factors in growing your business? I have received my certifications from the Online Trainer Academy and Precision Nutrition. Those have been two key factors in helping me grow. What do you use MoonClerk for? I use MoonClerk when I want to set up a recurring payment plan for my clients. Since I started using MoonClerk, I’ve been able to remove all of the friction at the point of payment and as a consequence, my business has grown a ton. What problems did you have with previous payment systems? With other payments systems, I had to spend so much time setting them up and I never know if my client finally would actually pay me. These systems weren’t personalized for my needs or the needs of my clients and I likely lost many clients using those systems. What made you finally decide to use MoonClerk? When I tried out MoonClerk, it was just really easy to use and I was able to sell my online training in seconds with no friction at the point of purchase for my clients. What was your experience when getting started with MoonClerk? With most new software systems, there’s a learning curve. But with MoonClerk, everything is really easy and MoonClerk offers very thorough support documentation about the whole process. What do you like most about MoonClerk? The ability to create payment forms on-the-fly for recurring plans is definitely my favorite feature. MoonClerk helps put more money in my pocked while letting me spend less time on administration. How has MoonClerk helped your business? During the COVID-19 quarantine, I was able to increase my income by about 500%. I know MoonClerk was a key component in that. Would you recommend MoonClerk to others? Totally. MoonClerk is the easiest way to get paid from anyone anywhere in the world. # New Feature: Upload And Track Terms of Service URL: https://www.moonclerk.com/new-feature-upload-and-track-terms-of-service Product · Dodd Caldwell · 2020-09-22 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content We’ve just launched the ability for you to upload your own Terms of Service files and track which versions of those files your payers agreed to. While we’ve long had the ability for you to link to your Terms of Service on your site and require your payers to agreed to them and we kept a record of whether your payers agreed to them, we didn’t previously have a way to track which Terms of Service your payers agreed to. That was previously impossible with the linking method because you have the ability to change your Terms of Service on your site without us knowing that. We still provide you the option to link to your Terms of Service. However, you now have the option to upload your Terms of Service as a file and name them. We’ll keep track of whether your payers agreed to them and also which Terms of Service they agreed to. You can upload an unlimited number of files and attach different versions to different payment forms. Learn how to use this new Terms of Service functionality in our Help docs. We hope this new feature will be useful for you. Please let us know if you have any questions. Sign in to your account # How The Alpine Center Has Monetized Telemedicine Visits With MoonClerk URL: https://www.moonclerk.com/how-the-alpine-center-has-monetized-telemedicine-visits-with-moonclerk Customers · Dodd Caldwell · 2020-09-10 Dr. Christopher Fox, owner of , talks with us about how he has used MoonClerk to start and grow the telemedicine side of his endocrinology clinic. ## Content Dr. Christopher Fox, owner of The Alpine Center , talks with us about how he has used MoonClerk to start and grow the telemedicine side of his endocrinology clinic. Can you tell us a little about The Alpine Center? We are a medical clinic in Superior, Colorado with a specialty in endocrinology. We help people with diabetes, pre-diabetes, weight issues, thyroid issues ,and other hormonal problems to live at their best. We have a strong focus in prevention, healthy lifestyle, and thoughtful use of medication when necessary. What are your day-to-day responsibilities? I am the owner and physician in the practice. How did The Alpine Center get started? The Alpine Center (technically the Alpine Center for Diabetes, Endocrinology, and Metabolism, PC) opened its doors in 2019 as my response to negative trends I was seeing in the healthcare industry. Specifically, we wanted to bring the focus back to people and helping them achieve meaningful results while also treating them like they matter. With the trend toward “corporate healthcare” driven by large companies, we feel it’s important for people to be seen, heard, valued, and understood. What have been some key factors in your clinic’s success? People are hungry for patient-focused healthcare - to have providers that know them as people, and who make recommendations accounting for their individual circumstances, values, and preferences. What do you use MoonClerk for? We use MoonClerk primarily to take payments for telehealth visits - a part of our business that has grown tremendously since COVID-19 entered the scene. We also recently started using MoonClerk for recurring payments for our diabetes remission program, and it has greatly simplified the payment process. What made you finally decide to use MoonClerk? I’d used MoonClerk once before when we were taking payments for bone density procedures (a service we no longer perform) and the technician didn’t have convenient access to our credit card machine. It was super easy to set her up to take online payments right at her desk. What was your experience when getting started with MoonClerk? MoonClerk is very easy to use and customize. I am fairly tech savvy, and I find it super easy to navigate, edit, and implement payment forms. What do you like about MoonClerk? The ability to automate payment forms online allows us to collect payments before one of our providers sees a patient, maximizing the time we get to spend focusing on their health. We also love the ability to do partial refunds, which comes up when folks pay more than the copayment required by their insurance. How has MoonClerk helped your business? Since March, we’ve received almost $20,000 through MoonClerk for telemedicine visits - a revenue stream that didn’t exist for us before that time. Would you recommend MoonClerk to others? If so, why? I would definitely recommend MoonClerk. It is a reliable, easy to use service that is a great value. # How Matt Buckland Saved Thousands In Wages By Using MoonClerk To Automate Payments URL: https://www.moonclerk.com/how-matt-buckland-saved-thousands-in-wages-by-using-moonclerk-to-automate-payment Customers · Dodd Caldwell · 2020-08-18 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Matt Buckland talks with us about how using MoonClerk has saved him thousands in wages by eliminating the need for an additional administrative position at his online fitness coaching business . Can you tell us a little about what you do? We are an online fitness coaching business. Our specialty is our 16-week body transformation program. This program focuses around weight loss by providing weekly meal plans and exercise solutions as well as motivation, mindset, and accountability to ensure that the journey is seamless and stress free. We take all of the guess work out of the equation and use a proven science-based formula to achieve results each and every time. That makes everything enjoyable and restriction- free, allowing clients to eat and train however they want without sabotaging their results What are your day-to-day responsibilities? I am a fully qualified Personal Trainer and Fitness Coach; however, it doesn’t end there. With such a huge emphasis on our one-on-one contact, it’s not as simple as setting up meals plans and training programs. Each client gets 24/7 access to me, 7 days a week. So, we are constantly monitoring results and progress, ensuring goals and targets are being met, adjusting plans and programs to make sure we avoid plateaus, updating results and images to help with motivation, working on mindset and creating ways to each individual accountable to each and every measure we put in place for them. The goal posts are always moving so I have to make sure I’m one step ahead How did you get started? I’ve been in the fitness industry for over a decade. Prior to moving the business online I ran an outdoor training bootcamp in Sydney. That was hugely successful but after moving to a different city, my wife suggested taking the business online and we haven’t looked back! The online payment system that MoonClerk offers certainly made it a seamless transition with getting our clients’ payments all set up What have been some key factors in growing your business? One of the key factors in our growth has been providing a clear and proven solution to help our clients with their weight loss goals. Going online has also opened up opportunities in itself during this time as gyms and bootcamps are closed or limited during the COVID-19 crisis. So, being able to cater to a worldwide audience has given us endless possibilities and allowed us to scale the business on a much bigger level than the previous business which was all face-to-face. You can only be in one place at a time. What do you use MoonClerk for? We use MoonClerk for all client payments - whether they be in-full or on payment plans. The simple setup and easy-to-navigate dashboard allows us to jump in and set up/adjust plans in a matter of seconds. MoonClerk really speeds things up and allows us to focus on looking after the clients, knowing that everything payments-related is being taken care of. What was your experience when getting started with MoonClerk? We looked into other payment systems and we chose MoonClerk due to it having better functionality for payment plans. I found MoonClerk’s system to be so simple to understand. It has been invaluable to be able to track client payment plans at a glance, as well as being able to edit or extend them as we need. I would highly recommend it to anyone who needs an online payment solution. What specific feature do you like most about MoonClerk? The most beneficial feature for us has been the ability to extend payment plans at the same or different price without cancelling the plan. We also can create any number of forms with options for clients who all have different budgets. This flexibility allows us to look after our clients and give them everything they want, which is only better for us as a business. How has MoonClerk helped your business? MoonClerk’s features enable us to charge our clients, adjust their payment plans, and follow up with them at the click of a button without the need for an extra administive or accounting staff member. That has clearly saved us thousands of dollars in wages Would you recommend MoonClerk to others? Absolutely! The built-in functionality gives us an easy way to control payments and payment plans. MoonClerk makes it so easy to manage our business. # How Juneau Composts Grew While Eliminating Non-Paying Customers Using MoonClerk URL: https://www.moonclerk.com/how-juneau-composts-grew-while-eliminating-non-paying-customers-using-moonclerk Customers · Dodd Caldwell · 2020-08-06 Lisa Daugherty, founder of Juneau Composts, talks with us about how MoonClerk has helped her grow her business, eliminated her “bad debt”, and saved her from having to hire an additional employee. ## Content Lisa Daugherty, founder of Juneau Composts , talks with us about how MoonClerk has helped her grow her business, eliminated her “bad debt”, and saved her from having to hire an additional employee. Can you tell us a little about what Juneau Composts does? Juneau Composts turns waste into wealth by building closed-loop food systems. On the front end, we are a recycling service, collecting food scraps, yard debris, and other organics at the curb. On the back end we are a manufacturing facility, making soil amendments for local gardens. We also do education through field trips and class offerings. What are your day-to-day responsibilities? On any given day I might be collecting food scraps at the curb, putting together social media posts, turning compost piles with a front end loader, responding to customer emails and calls, planting grow trials, or fixing broken equipment. We are a two-person operation and serve 325 customers per week plus one-off sales, so it’s always a hustle! How did you get started? I was flustered at the lack of responsible waste management in my community. There were zero options for composting beyond the home level. People were putting everything from horse manure to branches and lawn clippings in the landfill, and people said composting couldn’t be done here because of our high bear population, low temperatures, and high rainfall. I volunteered my time to run a pilot project to prove it could be done, then decided to turn it into a business. What have been some key factors in your growth? We’ve been able to grow recently (despite coronavirus) because we intentionally grew slowly in the beginning. We made sure our service was stellar and our products were effective and built up a good reputation in the community. In the beginning people thought we were kooky but now everyone raves about us because we make our community a more sustainable place. Having customers who are beyond satisfied is the #1 reason our customer base continues to grow. What do you use MoonClerk for? We use MoonClerk for all of our payment processing. We use recurring plans for our subscribing customers so everyone is on auto-pay. For our one-off customers, we use MooncCerk forms, which are linked on our website. We have a self-serve drive-through for yard debris, and customers can easily pay on their phone while parked in our Compost Yard. What problems did you have with your previous payment system? Before MoonClerk I used Paypal. Invoicing each month took up so much time. Having to send reminders when people didn’t pay was draining. Many people just don’t have the time to pay a bill each month. Getting all my customers on auto-pay became a priority for me so that I could save time and also so that I wouldn’t lose customers because they didn’t pay. What was your experience when getting started with MoonClerk? A millennial friend from out-of-town recommended MoonClerk to me. I hemmed and hawed for months, but one day her flight was laid over in my town. She came over and insisted we sign up my business together. I am so grateful she was persistent - it was a life-changing move for my business! What specific feature do you like most about MoonClerk? I like so many things about MoonClerk! It’s easy for my customers. It’s easy for me. Even if you aren't computer savvy you can make a payment form in minutes. Wherever I add a new product, I simply duplicate a form, make a few quick changes, then I copy and paste the link into my web builder. I also love that I can see how much money I’m making on each product and service. It really lets you see what areas of the business you should build and what areas aren’t panning out. How has MoonClerk improved or helped your business? We no longer have “bad debt,” or customers who don’t pay for our services! With MoonClerk’s auto-pay system, I never have to invoice or track down payments, and it has saved me endless headaches and about 15 hours a month in accounting time. MoonClerk also allowed the self-serve portion of my business to work without hiring an additional employee. Customers I’ve never interacted with pay me and get what they need seamlessly! Would you recommend MoonClerk to others? Yes! I love it! It’s easy to use and affordable! # New Feature: Pause Recurring Plans Temporarily Or Indefinitely URL: https://www.moonclerk.com/new-feature-pause-recurring-plans-temporarily-or-indefinitely Product · Dodd Caldwell · 2020-07-27 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content We’ve just launched the ability for you to pause recurring plans, both temporarily for and indefinitely. While we’ve always had the ability to cancel and restart recurring plans (without requiring your payers to enter their card details again as well as move the date that a recurring plan is being charged to a date in the future, this new feature makes both of those easier. If you’d like to pause a recurring plan, you can simply click on the plan in your MoonClerk dashboard and then click the “Pause Plan” button. You’ll have the option to pause the recurring plan indefinitely or to pause it for a set number of recurring periods. If you pause the plan indefinitely, you can always go back into MoonClerk and resume the plan indefinitely. If you pause the plan temporarily, we’ll make sure to automatically resume the plan after the pre-determined number of paused periods have passed. To learn more, read all of our Help docs regarding pausing plans . We hope this new feature will be useful for you. Please let us know if you have any questions. # New Feature: Sell Access To Zoom Calls, Chat Communities, And Other External Links URL: https://www.moonclerk.com/new-feature-sell-access-to-zoom-calls-chat-communities-and-other-external-links Product · Dodd Caldwell · 2020-06-15 We’ve just launched the ability to sell access to any external link (URL) of your choosing through our Digital Delivery extension. This new functionality allows you to sell access to one-on-one coaching calls, group calls, private chat communities, and digital files stored on third party systems. ## Content We’ve just launched the ability to sell access to any external link (URL) of your choosing through our Digital Delivery extension. This new functionality allows you to sell access to one-on-one coaching calls, group calls, private chat communities, and digital files stored on third party systems. For most use-cases, you’ll probably want to provide access to links/web addresses that aren’t published publicly. These could be links to: Pre-scheduled, online one-on-one or group calls from services like Zoom or Google Meet . Digital assets uploaded to cloud services like Dropbox . Chat communities like Slack or Discord . Any other web address you’d like to provide So, for instance if you’re wanting to sell access to a group Zoom call, you’d want to schedule a meeting in Zoom and then use the link for that specific meeting as the “Product” you’re selling in our Digital Delivery extension. Once you have added the external link as a “Product” to a package you’re selling, your payers will be able to access it along with the other digital products in the Package: Cost This new feature is included in our flat $18/month Digital Delivery extension. Learn more about Digital Delivery . Help To learn more, you can read our step-by-step instructions on how to sell access to external links in our Help section . Also, feel free to reach out to us directly. Add the Digital Delivery extension to your MoonClerk account now! Sign in to your account # Build Landing Pages That Accept Payments With Our Gatsby + MoonClerk Starters URL: https://www.moonclerk.com/build-landing-pages-that-accept-payments-with-our-gatsby-moonclerk-starters Business · Lee Campbell · 2020-06-08 If you’re a developer you know modern websites need to be fast, flexible, SEO-optimized, and easy to maintain. With this expanding list of requirements, modern tools are rising to the challenge by creating modular and flexible toolsets that easily work together ## Content A Modern Flexible Developer Experience If you’re a developer you know modern websites need to be fast, flexible, SEO-optimized, and easy to maintain. With this expanding list of requirements, modern tools are rising to the challenge by creating modular and flexible toolsets that easily work together. Gatsby , Netlify , Stripe , and MoonClerk are just a few of these tools. Using them together allows you to quickly create and scale lightning fast websites that are deployed to a global CDN and accept one time and recurring payments. Why Gatsby? Gatsby is an open source React framework that helps you build lightning fast websites that can pull data from anywhere, all wrapped in a modern tech stack leaving you without the headache of setting up your own. Content Mesh – Bring your own data from multiple sources together in one place with consistency. SEO Optimization – Fast and efficient for search engine crawlers Performance – Prebuilt pages, pre-fetching links,image optimization, and a React core Developer Ecosystem – A large ecosystem of open-source tools and plugins Why MoonClerk? Accepting payments online can be a challenging and time consuming process that often requires extensive development knowledge and a decent budget. Moonclerk let’s you create completely customizable forms that can be embedded or shared anywhere. You can also automate and integrate your business processes with built-in tools and 3rd party integrations. Secure payment processing through Stripe Integrate with hundreds of third party providers Take granular control of your payment process Style the entire checkout process to match your brand Power up your account with extensions like Digital Delivery, Paid Newsletters with Mailchimp, and Crowdfunding Campaigns. Why Netlify? Gatsby sites are static and thus don’t need complex servers that require maintenance and management. Netlify steps in to help you run web projects at a global scale without servers, dev-ops, or costly infrastructure. Edge Network – A multi-cloud CDN that is designed to optimize performance for static-sites Git based workflow – Keep your code and deploys in sync perfectly Automated builds – Deploy git commits and previews, all automated with a robust CI/CD pipeline Extendable – Netlify supports a large ecosystem of tools like Analytics, Forms, and Identity Our Gatsby Starters We’ve built two Gatsby Starters that leverage these tools to help you explore or get up and running quickly with Gatsby and MoonClerk. These Starters use entirely open source tooling and assets to allow for easy configuration and customization. We’ve found that using Gatsby and MoonClerk together creates a powerful connect that allows developers to spend less time building custom tools and solutions and more time shipping projects. Features SEO optimized Fully responsive Gatsby images MoonClerk Payment Forms Open source illustrations from Icons8 Open source photos from Unsplash Google Analytics React Helmet to allow editing site meta tags Plugins for easy, beautiful typography Styling with styled-components Organized using ABEM Gatsby Donations Starter This Gatsby Donations Starter for MoonClerk is for easily creating donation-focused landing pages. It is perfect for nonprofits and organizations who are looking to quickly set up and accept online donations. Preview a model of the Gatsby Donations Landing Page Gatsby Payments Starter This Gatsby Payments Starter for MoonClerk is a perfect beginning point for creating service or SaaS-focused marketing landing pages that can accept payments. The codebase allows for easily configurable sections that can be quickly customized, rearranged, and themed to your needs. Preview a model of the Gatsby Payments Landing Page Using These Starters For full instructions on how to set up, configure, and deploy these starters visit the Github repos and follow the readme: moonclerk/gatsby-starter-donations moonclerk/gatsby-starter-payments # Now Run Crowdfunding Campaigns With MoonClerk’s Free “Crowdfunding” Extension URL: https://www.moonclerk.com/now-run-crowdfunding-campaigns-with-moonclerks-free-crowdfunding-extension Product · Dodd Caldwell · 2020-05-13 We’re excited to launch our new Crowdfunding extension. With crowdfunding, you can invite others to fund your cause or project and publicly track progress towards your goals. ## Content We’re excited to launch our new Crowdfunding extension. With crowdfunding, you can invite others to fund your cause or project and publicly track progress towards your goals. We’re offering the extension for free! You can enable it on your account at any time. Creating and Managing Campaigns When you create a campaign, you set your fundraising goal amount and an optional end date for the campaign. You’ll connect one of your MoonClerk payment forms to the campaign, which is where your supporters will go to fund your campaign. In your dashboard, you’ll be able to see who contributed to your campaign. Designing Campaigns In addition to designing the payment form, you can style your public crowdfunding campaign pages with your own header images, brand colors, campaign title, and description. Tracking Campaign Progress Once you have created your campaign, we give you a public link to it that you can share. Whenever your supporters arrive at the campaign page, they can click the “Fund” button to complete a checkout. We automatically attribute their payment to your campaign goal amount. You can redirect them back to the campaign page after they checkout so they can see how their funding contributed to your goal amount. Within the MoonClerk dashboard, you can also manually add “offline” payments to your campaign. These can be payments that come through checks, pledges, or funding from other online systems. The offline payments will be attributed towards your goal amount on your public campaign page. Examples Here are a few examples of what MoonClerk crowding campaign pages can look like: You can read much more in our Crowdfunding Help section . If you have any questions, please let us know! # New Feature: Sell Access To Streaming Video And Live Webinars With Our Digital Delivery Extension URL: https://www.moonclerk.com/new-feature-sell-access-to-streaming-video-and-live-webinars-with-our-digital-delivery-extension Product · Dodd Caldwell · 2020-04-17 During these turbulent times, we’ve been working hard on improving our Digital Delivery extension so that you can move more of your businesses from offline to online. ## Content Update (4/30/2020): We’ve just added support for streaming, embedded Vimeo and Vimeo Live videos. When we originally launched this feature, we supported YouTube only. We’ve updated this article to include both platforms. During these turbulent times, we’ve been working hard on improving our Digital Delivery extension so that you can move more of your businesses from offline to online. In our Digital Delivery extension, we’ve just launched the ability to sell access to: Streaming, embedded YouTube and Vimeo videos Streaming, embedded live webinars through YouTube Live and Vimeo Live videos. Streaming, Embedded Videos Previously, you could upload video files (and any other digital file types such as PDFs, audio, E-books, etc.) and have your payers download those files. Now, you can choose to embed secret YouTube and Vimeo videos your payers can watch straight from their Digital Delivery package. Instead of just seeing a “Download” button, your payers will now see a “Watch” button: When they click to watch, they’ll be able to watch the embedded video right there (and go full-screen) without being directed to YouTube or Vimeo or having to download the video: It’s as simple as pasting the URL to your video into MoonClerk. If you set your video’s privacy restrictions in YouTube and Vimeo according to the instructions in our Help documents, the general public won’t be able to see the video unless they have the link. But, you can grant access to your paying customers so they can watch the video by embedding it through MoonClerk. Live Webinars By taking advantage of YouTube Live and Vimeo Live, you can offer paid access to secret, live webinars. You can schedule your secret webinars for the future and sell access to them in advance. You can also include other types of digital products as resources in a “package” that your payers receive along with access to the live webinar. Once the webinar is complete, we maintain a recorded version of the video in the payer’s “Package” they purchase so they can go back and watch it again. The process for you to add live webinars as digital products and the process for your customers to view them is almost identical to the process for standard videos. Cost These new features are included in our flat $18/month Digital Delivery extension. Learn more about Digital Delivery Help To learn more, you can read our instructions for Vimeo and our instructions for YouTube , all with accompanying images in our Help section. Also, feel free to reach out to us directly. Add the Digital Delivery extension to your MoonClerk account now! Sign in to your account # The Small Business Guide For Quickly Moving Business (And Payments) Online URL: https://www.moonclerk.com/the-small-business-guide-for-quickly-moving-business-and-payments-online Business · Dodd Caldwell · 2020-04-07 Today, the stakes are higher than ever, and to keep up, small business owners must not only continue growing, serving customers, and attracting talent, but adapt their business models to survive and thrive no matter how volatile things might get. That often means they need to move their business online. ## Content Today, the stakes are higher than ever, and to keep up, small business owners must not only continue growing, serving customers, and attracting talent, but adapt their business models to survive and thrive no matter how volatile things might get. That often means they need to move their business online. Small business is changing, and recent market conditions have accelerated the pace of change in ways that fundamentally shift the small business model altogether. Today, initiatives like remote workforce enablement and establishing a digital presence are no longer honey-do items or temporary stopgaps, but necessities. As a matter of survival, many small businesses have to move their offerings online to weather short-term downturns and future-proof themselves against any new challenges down the line. And they need to do so quickly and efficiently to avoid losing core business and going by the wayside. The question is, where to start? 40% of small businesses do not have a website. Visual Objects 2019 survey on small business Where to Focus When Moving Your Small Business From Offline To Online The problem is that so many small businesses are brick-and-mortar – their services and products are based on the presence of people and physical spaces. What does a yoga studio, for example, do when it suddenly needs to move all of its services out of its physical location to a 100% online format? You might ask the same question of attorneys, therapists, tutors, personal trainers – the list goes on endlessly. While the move to doing business online can be daunting, it’s not impossible, and it does not have to be a death knell for your small business. Efficient resource allocation is essential. To stay lean and mean as you move your small business online, we recommend focusing on these five essential areas: 1. Your digital presence When it comes to your online presence, many people complicate the matter by starting with the what and how before the why . Your digital presence is first and foremost about making it easy for customers to find you online. So focus on setting up a simple, clean website that is informative, structured and optimized for search engines, and capable of handling payment transactions in a seamless manner . Even when time and resources are of the essence, you can achieve a minimally viable website through tools such as Squarespace or Wix . Aside from your website, here are a few other aspects of your business’ digital footprint to focus on: Reputation management : Make sure your Google My Business , Yelp, and Facebook listings (among others) are verified, well optimized, and complete. Take a look at your existing mix of reviews and deliver courteous, professional responses to negative reviews. Social media accounts : While every social media platform might not make sense for your particular product or service, some mix can be beneficial when people go looking for you on those platforms (and they will). Facebook Business, Instagram, and LinkedIn are good places to start (or YouTube, too, if you’ll be leveraging video content). Local SEO : If you’re the best darn accountant in, say, Asheville, focus your efforts on that geographical area. All of your website channels and listing can (and should) be optimized for your locale. Read the HubSpot guide to local SEO . 2. Your product or service in its digital form By their very nature, some products and services make the transition to an online model natural. Language courses, for example, or coaching sessions. Others, such as law practices, gyms, and physical storefronts might find the transition more difficult. So start here: Services : Think about how your service can be delivered through virtual channels such as video, as well as how this new model will be monetized. Products and goods : Think about how to move and sell products in the digital marketplace while still leveraging your existing overhead and distribution. 3. The ways you bring in new business In other words: digital marketing . Essentially, this will break down into the natural ways people find you using search engines, or through social media, as well as the ways you pay to have people come to you through tactics like display advertising. A well-optimized, user-friendly site can go a long way to giving your site visibility online; and even a small advertising budget can deliver results when it comes to online advertising. When thinking about your digital marketing strategy, here are some questions to ask: Where do you want to advertise? On social media platforms? Search engines? Other websites? All of the above? All of it is doable, even on a shoestring budget. Some services, like Google My Business, will offer you a credit when you first register (see: G oogle Ads , too). Who do you want to target with your advertising? Are there certain demographics that comprise your core business and ideal customer? What do you want people to do when they click through to your web properties? Sign up for something? Buy something? Contact you? Map out the flow on a whiteboard. 4. How you onboard your existing customer base If your business is going online, so are the people that patronize it. Don’t leave them behind! As part of your customer communications, provide some onboarding materials. This might be an online guide or video tutorials delivered to your email list that help customers learn the new tools and media you’ll be using. You might also offer remote one-on-one onboarding sessions for a more personal, white-glove touch, for which Zoom and Skype for Business make excellent solutions. Think of the personal trainer moving to an online model, for instance. She’ll likely want to schedule an initial video chat to get a feel for their client’s workout space and equipment so she can customize their remote training plan accordingly. A local winery might want to show its existing subscriber base where they can go to renew their subscriptions online, make payments, and have their monthly deliveries shipped. 5. How you transact business Moving a small business online also means accepting payments online rather than in person. Beyond doing away with the old point of sale (POS) system you had in place for a digital payment solution, there are a number of other considerations to keep in mind when making the change to digital payments. See how the MoonClerk Digital Delivery extension makes this possibl e by allowing you to sell digital products like videos, courses, e-books, PDFs, etc. that you’ve created. How Brisbane Lashes Automated 90% Of Its Training Course Enrollment With MoonClerk — Joy Crossingham | Read More How Small Businesses Can Quickly Switch to Online Payments Which brings us to the wide, wide world of online payment processing. Making the change from a completely offline payment model – one centered around card or cash payments at a POS—to an online model is no small feat. The trick is to find a solution that not only fits the needs of your business and the needs of your customers, but that can help you switch to a recurring revenue model that keeps cash flow stable no matter how crazy things might get in the market. Throughout our own experience helping small businesses make the switch, here are four pearls of wisdom we’ve picked up along the way 1. How you transact business The last thing you want to do is frustrate a customer when they’re in the process of opening their wallet. Instead, think about how customers pay you now versus how they’re likely to pay you once you move everything online. Will you have an online portal for customers to make payment? Will you accept ACH transactions, credit cards, and Apple Pay payments? Give customers options, be flexible, and make payments easy. RELATED : Where To Place Payment Forms On Your Website For The Highest Conversion Rate 2. Think creatively about generating recurring revenue This is so important to positioning your small business for success in the long term. Think of the local cardio boxing gym, crossfit box, or yoga studio: those businesses aren’t subsisting off of pay-as-you go customers; they’ve all built a base of monthly memberships. So, think about creative ways to move your own brick-and-mortar business to a recurring revenue model, such as automated email nurture campaigns to your existing customer base, or simply adding a subscription offering to your pricing structure. RELATED : Run a paid newsletter with the MoonClerk Mailchimp Pro extension . 3. Protect your customers, your data, and your business Data security is an absolute must when it comes to transacting business online. While most online payment vendors adhere to some compliance and data protection standards, platform security is not always a guarantee. It needs to be. MoonClerk, for example, keeps customers safe using full SSL encryption, secure hosting, and Level 1 PCI compliance. 4. Go with the simple solution that works with what you already have When evaluating which online payment processor you’re going to use, consider each vendor against your existing payment structure, technology stack, and digital marketing providers. If time is of the essence and you need to roll out an online model fast , go with the solution with the shortest learning curve—the one that integrates with your existing branding, website, and customer list without requiring coding experience or costly new overhead. Mastering the Art of Future-Proofing In the small business world, change is an immediate necessity, and change is necessary so that you can better navigate (and survive!) the future. Moving to an online business model serves both purposes: it allows small businesses to quickly pivot in response to what can be a mad, mad world; and it puts small businesses in a prime position to continue thriving well into the future, even when the swirling winds abate and things return to normal. As we’ve seen in the recent past, downturns and sudden change can come out of nowhere. If nothing else, we’ve learned that the time to pursue the online version of your brick-and-mortar business is now. This guide should give you a lot of good places to focus your valuable time and energy. # Run A Paid Newsletter With Our New "MoonClerk Pro For MailChimp" Extension URL: https://www.moonclerk.com/run-a-paid-newsletter-with-our-new-8220moonclerk-pro-for-mailchimp8221-extension Product · Dodd Caldwell · 2020-02-12 We're excited to announce the launch of our new “MoonClerk Pro for Mailchimp” extension! You can now seamlessly sell access to a Mailchimp newsletter via subscription or one-time payments through MoonClerk. ## Content We’re excited to announce the launch of our new “MoonClerk Pro for Mailchimp” extension! You can now seamlessly sell access to a Mailchimp newsletter via subscription or one-time payments through MoonClerk. We’re offering this new extension for a flat $18 extra per month. You can enable the extension on your account at any time. With our original integration (which we still offer), we send the email address for payers to Mailchimp when they check out on MoonClerk. MoonClerk Pro for Mailchimp provides much more power: We auto-send payer name, email address, recurring plan status, and much more to Mailchimp. We auto-sync all payer data (including recurring plan status) between Mailchimp and MoonClerk. In Mailchimp, you can segment payers by recurring plan status and other data. You can then send emails based on those segments. Once you’ve set up the extension, we start sending and syncing all data to Mailchimp. You can find this data in Mailchimp, segment payers by the data, and send emails to them based on the segment they’re in. For example, you can choose to send emails to payers with active recurring plans but exclude those with canceled recurring plans. Because we auto-sync their information, you never have to worry about sending paid content to subscribers who aren’t paying. Read step-by-step instructions on how to run a paid newsletter with MoonClerk and Mailchimp . You can read much more in our Moonclerk Pro for Mailchimp Help section . If you have any questions, please let us know! # New Feature: More Conversions And Faster Turnaround For ACH Bank Account Checkouts URL: https://www.moonclerk.com/new-feature-more-conversions-and-faster-turnaround-for-ach-bank-account-checkouts Product · Dodd Caldwell · 2020-01-28 We've just launched major improvements to the checkout flow for ACH bank account payments. When payers are checking out with their bank account, the process is now much easier for them and it is instant (rather than taking days, as previously implemented.) ## Content We’ve just launched major improvements to the checkout flow for ACH bank account payments. When payers are checking out with their bank account, the process is now much easier for them and it is instant (rather than taking days, as previously implemented.) So, you should see higher conversion rates for completed ACH checkouts and you should see your money quicker! While these payments are still transacted through your Stripe account (our 3 rd party payment provider), we are implementing a verification system from a company called, Plaid , to make this ACH checkout process easier. ACH Recap In May of 2018 we launched the ability for our US-based customers to accept payments through bank accounts through Automated Clearing House (ACH) payments. ACH payments allow you to receive debit payments directly from a payer’s bank account instead of payers using credit or debit cards. Stripe, our third party payment processor, only charges 0.8% with a cap of $5 for ACH payments, making ACH a great option, particularly for higher dollar transactions. There is no extra cost to you for this new ACH checkout experience. Previous Checkout Flow Our previous checkout flow involved the payer having to enter their bank account credentials, then having to check their bank account days later for 2 separate micro-deposits that they then needed to log back in and then confirm. New Checkout Flow Checkouts are now completed instantaneously and with less effort from your payers. Now, when your payers choose to pay with their bank account, they’ll be prompted to select their banking institution and enter their online banking credentials (username and password.) About 3% of payers will also need to enter their routing and account numbers. That’s it. Their checkout is completed without you or them having to do anything else. So, you should expect to see a much higher conversion rate for ACH checkouts and more payers choosing the ACH option. And, it has 99% coverage in the US. You can check out the header image of this blog post to see what the process looks like for most payers when they choose to pay with a bank account on your MoonClerk payment forms. Or you can check out our help document that explains the checkout process in more detail. All of this still happens through your Stripe account – the third party payment processor we partner with. Transfers Keep in mind that with the ACH process, it can still take up to 5 business days to receive acknowledgment of the success or failure of the payment. But, because the actual checkout process is now instant instead of taking days, you should see your money quicker. Differences Between ACH and Card Payments Because banks handle ACH payments differently than card payments, there are differences to consider. Some of those are: It is more difficult for your customers to dispute your charges Payers on recurring plans cannot update or switch their bank account or payment methods. You would need to cancel their existing recurring plan and they would need to check out again. If a dispute is approved, there is no way for you to contest the dispute You can only issue refunds within 90 days of the original payment Refunds can take 2-5 business days to appear in your payer’s bank account If a payment on an ACH recurring plan fails, the system does not attempt to charge the bank account again If you have a new Stripe account, you may initially be limited to $2,000 per transaction. You can contact their support team to ask for this limit to be lifted. Feedback We hope these improvements to our ACH bank account checkouts will be beneficial to your organization. As always, if you have any questions, feel free to reach out to us at help@moonclerk.com . # How MoonClerk’s Installment Payment Plans Help The Self Care Suite Put On Better Events URL: https://www.moonclerk.com/how-moonclerks-installment-payment-plans-help-the-self-care-suite-put-on-better-events Customers · Dodd Caldwell · 2019-12-03 Tara Pringle Jefferson, founder of The Self Care Suite, talks with us about how using MoonClerk to offer installment payment plans to her members for her larger events has helped her business. ## Content Tara Pringle Jefferson, founder of The Self Care Suite , talks with us about how using MoonClerk to offer installment payment plans to her members for her larger events has helped her business. Can you tell us a little about what The Self Care Suite does? The Self Care Suite is a personal development community for women. Our mission is to give women the space to flourish and discover how to live with less stress and more joy. What are your day-to-day responsibilities? As the founder, I work to provide members of the community (affectionately dubbed “SuiteHearts”) with content, events, and products to help them improve their stress management techniques. How did you get started? I started The Self Care Suite in 2015 after a pivot from my previous blog. What have been some key factors in your business’s growth? I have purposefully controlled our growh. Our mission is less about growing fast and more about building community. If you don’t take the time to learn about your current members, it waters down the community and eventually folks will leave because they’re not being fed. Growing slow gives us time to vet new members, roll out events, and launch new campaigns, gauging what works and what doesn’t. We’re at nearly 1,000 members and we’re happy with that growth. What do you use MoonClerk for? We use MoonClerk to allow our members to pay in installment payment plans for our larger events. What problems did you have with previous payment systems? We host one large retreat every year and in order to make it affordable and accessible, we offer payment plans for attendees. Previously, we used an event ticketing system and manually sent out reminders to attendees to make their payments but it was time-consuming and stressful. It wasn’t efficient. It took our focus away from more important matters of event planning and created more work during an already busy time. What made you finally decide to use MoonClerk? We were looking for something affordable, streamlined, and efficient for our attendees. What was your experience when getting started with MoonClerk? MoonClerk was very easy to set up and use. Once we had the payment page set up, attendees were able to make their deposits and recurring payments with ease. What specific feature do you like most about MoonClerk? I like that I can gather additional information in the MoonClerk payment forms. We do surveys to attendees to help us plan a more personalized event. We like that attendees can go in and make changes to their account on their own. It’s also a bonus that MoonClerk is affordable and easily fits into our organization’s budget. How has MoonClerk helped your business? On-time payments through the recurring software have freed us up to focus on what really matters – the event itself! Nearly all our payments are captured on-time, without our team having to lift a finger. MoonClerk has allowed us to produce an accessible event without putting too much stress on our plate. Would you recommend MoonClerk to others? I would definitely recommend MoonClerk because it offers an easy, reliable, robust system for tracking and managing recurring payments. MoonClerk is the best upgrade we made to our business this year. # Where To Place Payment Forms On Your Website For The Highest Conversion Rate URL: https://www.moonclerk.com/where-to-place-payment-forms-on-your-website-for-the-highest-conversion-rate Business · Dodd Caldwell · 2019-11-13 There are myriad factors that impact the conversion rate of your website's payment form. One of the factors that makes the biggest impact is placement. ## Content (Guest post by Robojuice ) There are myriad factors that impact the conversion rate of your website’s payment form. One of the factors that makes the biggest impact is placement. When your payment form isn’t converting well, there’s a high chance it’s in the wrong location. Placing your payment form in the right location can do more than boost conversion rates, however — it can also eliminate technical bugs that stop users from paying you. The Short Answer To “Where Should I Place My Payment Form?” There are two places forms belong: Above the fold on your payment page At the bottom of your product pages You don’t need to place your payment form in more locations on your website — it will actually hurt your conversion rate if you do. Now, there are finer details you won’t want to miss. The devil is in the details. (Or in this case, your payments are in the details.) At Robojuice, we put a lot of time into making sure forms convert. The decision of where and how a form is placed on a website is a big factor that affects conversion rates. For example, one of our client’s conversion rate increased 300% by doing one thing: They linked their call-to-action button to a landing page with its own form. Let’s dive into what you should consider when deciding where to place payment forms. Payment Forms Need A Dedicated Page And Dedicated Call-To-Action Payment forms always need to be on a dedicated page. “Always” meaning always. This dedicated and exclusive page will be called your “payment page.” Your payment page can be structured one of two ways: A standard page A minimal page A Standard Page A standard page consists of your website’s main navigation, footer, logo, and form. It shouldn’t have a sidebar or any other elements that distract the customer from submitting a payment. Be sure to place your payment form at the highest point on the page as you can — typically, right after the main navigation section. A Minimal Page While a standard page with a properly-placed form will convert well, a minimal page will usually convert better. What is a minimal page? Unlike a standard page that has four parts: navigation, footer, logo, and form, a minimal page only has two parts: your logo and payment form. (If your company isn’t well known, you may also want to include a recognized security icon or trust badge.) Minimal pages are used by the big players like Amazon, eBay, and many more. They work for several reasons: Without a navigation bar and footer, there are no extra links for customers to click. A minimal page increases a customer’s sense of security. When customers are ready to pay, they want to pay fast. A minimal page will help them fill out your payment form without extra scrolling and clicking. How Do You Get A Minimal Page? MoonClerk. Every MoonClerk form comes with a minimal page already made for your business. That minimal page is the default page you get with MoonClerk. What’s even better is that you can customize your minimal payment page to your brand with a theme . This is a big reason we at Robojuice recommend MoonClerk to our clients who need a quick and easy payment form. Another reason we recommend MoonClerk is because not every website comes with the option to create a minimal page. If you have a custom website with the option to add a minimal page, then use it for your payment form. If you are a MoonClerk customer, it’s easy to embed your payment form on that page. Special Considerations For Product Pages When you have different payment forms for different products, it can make sense to have the appropriate payment form directly on your product pages. In this situation, you should place your payment form at the bottom of your product page, just above your website’s footer. Do not put it above the content — when customers are visiting a product page, they’re typically not ready to buy yet. But how will customers find your form if it’s at the bottom of the page? Simply add a “jump-to” call-to-action button that makes it convenient to access the form when customers are ready. For example, if you visit our website at http://robojuice.com/moonclerk-jump , you’ll see a “jump-to” call-to-action button. When you click that button, it “jumps” you to the bottom of the page where our form is located (just above the footer). To create a “jump-to” call to action button, you need a jump-link . If you’re using a MoonClerk payment form, you’ll receive a link with a unique ID that you can use as your jump-link. You can place your “jump-to” call-to-action button anywhere on your product page, even in multiple locations. (Note that jump-links should only be used to link to a section of the page your customer is already visiting.) Finally, make sure your call-to-action button uses clear words like “Pay Now,” “Buy Now,” or “Pay for Ticket.” Customers should be able to tell exactly what action will happen when they click a button. Considerations For Your Call-To-Action Button Once you have your product page ready, don’t forget to optimize your call-to-action button. Here are a few tips that will increase your conversion rates: Your button should be a button, not just a link. Your button should use clear words that describe the action. Your button should not be placed on your dedicated landing page, since these pages are payment form-focused, but it should be placed on as many pages as it makes sense to add it to. On those pages, place the button where it can be seen easily. The Do-Not-Do List When adding a payment form, there are a few things you should avoid at all costs. Don’t put your payment form in a sidebar or other awkward location. Don’t place your payment form in a pop-up or modal box. A long form in a pop-up box will almost always have bugs and will have little to no conversions. Don’t put your payment form on a hidden page. Your dedicated payment page should always be linked to in your footer and in your main navigation. While it’s smart to test a variety of elements to see if modifications impact your conversion rates (such as button color and page layouts), you’ll find that proper form placement will have a guaranteed payoff. If you implement these best practices for your payment forms, you’ll see your conversion rates rise. This is a guest post by Robojuice . Robojuice takes the worry out of web by providing direction for companies that want to win online. They specialize in turning your website visitors into prospective customers. # How Mhoodle Grew Its Business 152% In One Year With Help From MoonClerk URL: https://www.moonclerk.com/how-mhoodle-grew-its-business-152-in-one-year-with-help-from-moonclerk Customers · Dodd Caldwell · 2019-10-28 Miracle Allums talks with us about how MoonClerk helped grow her virtual support service business, Mhoodle, 150% over the course of a year. ## Content Miracle Allums talks with us about how MoonClerk helped grow her virtual support service business, Mhoodle , 150% over the course of a year. Can you tell us a little about Mhoodle? Mhoodle is a concierge virtual support service created for and by Mental Health & Wellness Professionals. We take care of those big and little tasks so that those professionals can dedicate and invest more time into their clients, their community, and themselves. We help them get their time back so they can continue doing the work they love and are purposed to do. What are your day-to-day responsibilities? My day-to-day responsibilities include: Phone management In-taking new clients Scheduling clients Appointment reminders Insurance verification Insurance credentialing Email management General practice management and business development How did your business get started? I am a licensed psychotherapist, doula, and Reiki practitioner. I know, it sounds like I do and have done it all, doesn’t it? Well, you’re right! I have. And guess what? I got pretty burned out while doing so. One day, while working in private practice and also supporting my doula clients I found it was quite a struggle to keep up with tasks such as answering calls, scheduling, and intaking new clients. I thought, “there HAS to be a better way”. And, there was! That’s where Mhoodle comes in. Mhoodle is a concierge virtual support service designed for and by Mental Health and Wellness Professionals. We support them with general administrative tasks that are specific to what Mental Health and Wellness Professionals need. We have been in the field, we have done what they’re doing, we speak the same language, and have the same goal in mind – providing excellent support and services to the community. What have been some key factors in your growing your business? Some of the main ways we’ve been able to grow our business have been automating our systems and processes, identifying our ideal client, and then providing above and beyond support to them. We’ve also hired support to accommodate growth when it was appropriate. What do you use MoonClerk for? Our company is a monthly subscription service and we use MoonClekr for all client payments. MoonClerk allows our clients to sign-up for services with ease and schedule monthly recurring payments. MoonClerk also permits us to upgrade or downgrade our clients’ packages with ease. MoonClerk is the only payment system we have used. It works beautifully for us! It integrates with our payment processor, Stripe, which makes receiving payments a breeze. What made you finally decide to use MoonClerk? I was looking for an easy-to-use recurring payment system for both clients and for our team. MoonClerk is effective and cost-efficient. It gives clients an incredibly easy sign-up process and allows us to brand our forms for consistency. What was your experience when getting started with MoonClerk? Setting up MoonClerk was super simple! I contacted MoonClerk support with a few questions specific to our company needs. From there, we were able to sign-up, create and customize our forms, and launch our company with ease. What specific feature do you like most about MoonClerk? From a client’s perspective, it is incredibly helpful that we have the option to automatically send them a reminder 3 days before a payment will be debited from their account. Our clients are busy business owners, so this gentle reminder is useful for them so they know a payment is approaching. On our end, we love that we can customize forms, create coupon codes, and charge clients for extra package add-ons with ease. How has MoonClerk improved or helped your business? We launched in July 2018 and from December 2018 to January 2019, our business had expanded by 152%. Through MoonClerk’s activity metrics, we are able to measure our monthly goals and make projections and plans for future quarters. MoonClerk allows us to focus more on providing excellent support to our clients because our payment system is streamlined, automated, and efficient. Because that part of our business is automated, we focus our energy on other areas that will help us continue to grow. Would you recommend MoonClerk to others? Absolutely! It is simple, easy-to-use for both clients and business owners, and provides a stellar customer/user experience. # Tapfiliate’s Updated Integration With MoonClerk Makes Affiliate Marketing Easier URL: https://www.moonclerk.com/tapfiliates-updated-integration-with-moonclerk-makes-affiliate-marketing-easier Product · Dodd Caldwell · 2019-10-09 As you continue to grow and scale your business with MoonClerk, you might find yourself looking for a new way to reach potential customers, clients or donors. ## Content As you continue to grow and scale your business with MoonClerk, you might find yourself looking for a new way to reach potential customers, clients or donors. This is where affiliate marketing comes in handy. Affiliate marketing can give you an additional channel to market your product or service. You can encourage individuals (affiliates) to promote your brand in exchange for a commission. This usually happens when people end up buying a product or signing up for a service. Affiliates can be influencers in your niche, bloggers, review sites, or even existing customers. There are different ways affiliates can promote your business: Online coaches can use existing clients to share testimonials with their online network. Gym and yoga studios can partner with local fitness influencers to promote on social media. Or SaaS businesses can work with tech bloggers to post a tutorial about their software. Tapfiliate for MoonClerk If you’re using MoonClerk to take payments, you can easily start affiliate marketing by integrating with Tapfiliate . In 2017 Tapfiliate developed their own integration with MoonClerk – allowing users to easily set up and start their own affiliate program. And now, Tapfiliate has updated their MoonClerk integration with new features. Here are some of the new features: Easier Integration Integrating Tapfiliate with your MoonClerk-run site is now easier than ever. It’s a simple copy and paste, and Tapfiliate connects to your MoonClerk-connected Stripe account. This means you can get started in minutes without needing a web developer. Read the integration documentation . Match Your Brand Customize your affiliate signup page, set up your own affiliate domain, and even create an email onboarding experience for your affiliates all within the Tapfiliate platform . Your website, MoonClerk payment form, and Tapfiliate dashboard will all match your brand – providing a cohesive feel and better customer experience. Different Tracking Types With Tapfiliate, you can track different conversion types (conversions refer to anytime an action is completed via an affiliate link). You can track affiliate-driven conversions for one-off orders and individual purchases, as well as recurring payments for subscription-based services. Subscription-based services can use recurring commissions. This means every time you receive a subscription payment, the affiliate who drove this customer to sign up will receive a commission. Recurring commissions are an attractive incentive, and can be capped to limit conversions so that it’s fitting to your business needs. You can also track “trial” customers. Follow customers from when they sigs up for a trial to when they become paying customers and Tapfiliate will automatically create a conversion when the first payment happens. Automation One of Tapfiliate’s newest features is automated refund & dispute handling. Any refunded payments in MoonClerk will be automatically reflected in your Tapfiliate dashboard with updated commission amounts. Since Tapfiliate developed this integration and not MoonClerk, if you have any questions, it’s best to # MoonClerk Is Now SCA Compliant For European Payments URL: https://www.moonclerk.com/moonclerk-is-now-sca-compliant-for-european-payments Product · Dodd Caldwell · 2019-09-11 We’re happy to say that MoonClerk checkouts are now SCA compliant. MoonClerk makes sure relevant payers go through the 3D Secure 2 checkout steps. ## Content Strong Customer Authentication (SCA) is a new rule effective September 14, 2019, as part of PSD2 regulation in Europe. It changes how European payers authenticate online payments. Card payments will require a different user experience called 3D Secure 2, in order to meet SCA requirements. We’re happy to say that MoonClerk checkouts are SCA compliant. If your payers use a card issued by a European bank that requires SCA compliance, MoonClerk will make sure those payers go through the additional 3D Secure 2 checkout steps. As a MoonClerk customer, you don’t need to do anything on your part. Along with our third party payment processor, Stripe , we take care of everything. As a general rule, 3D Secure 2 is a method of providing 2-factor authentication for payers to confirm a checkout. This new method is only required for the initial checkout – any subsequent recurring payments don’t need additional authentication from the payer. Not every European bank will require this new authentication method – it’s up to the bank. There are also other cases in which banks will not apply SCA to a checkout (for example, payments below €30.) Regardless, we make sure your payers go through the appropriate steps. Here’s how 3D Secure will work. If SCA applies to a European payer, they’ll first go through the normal MoonClerk checkout process: Once they’ve entered their card information and they’ve clicked the “Complete” button, they’ll see a modal that pops up from their bank: This is where they’ll enter the 2-factor authentication from their bank. Once the payer confirms the checkout, everything process as normal in MoonClerk. You can read more about SCA on Stripe’s . If you have any questions, please let us know. # Earn 30% Recurring Commissions With MoonClerk’s New Affiliate Program URL: https://www.moonclerk.com/earn-30-recurring-commissions-with-moonclerks-new-affiliate-program Business · Dodd Caldwell · 2019-08-20 We’re happy to announce the launch of the MoonClerk affiliate program. For years, we’ve had happy customers ask us if we had some way for them to earn commissions from the customers they referred to us. We now have a way! ## Content Update, September 2026: the program described below has been relaunched as the MoonClerk Partner Program — 25% recurring commission on each referral’s first 12 months, plus 10% off for the customers you refer. Current details and terms are at moonclerk.com/affiliates . The 2020 terms below no longer apply to new sign-ups. We’re happy to announce the launch of the MoonClerk affiliate program. For years, we’ve had happy customers ask us if we had some way for them to earn commissions from the customers they referred to us. We now have a way! Commissions As a MoonClerk affiliate, you’ll earn 30% recurring commissions in perpetuity on all paying customers you refer to us. So, if you refer someone to MoonClerk whose payment volume puts them in our $75/month tier, you’ll earn $22.50 in commission from that MoonClerk customer that month. If they stay in that tier, you’ll continue to earn that commission every month thereafter. We automatically adjust the amount of the 30% commissions based on whichever tier they are in for a given billing period. Signing Up MoonClerk uses the affiliate software program, Rewardful, to help us manage our affiliate program. To sign up and sign-in to your affiliate program, you’ll be directed to a MoonClerk-branded Rewardful page. Sign Up Now Learn more about the signup process Management and Activity Once you’ve created your affiliate account, you’ll have access to your affiliate dashboard through Rewardful. From this dashboard, you’ll find the link you use to refer people to MoonClerk so that you can earn commissions. And, you’ll be able to manage your affiliate account and see all activity such as the people who you’ve referred, your commissions, and your payouts. Learn how to find your shareable affiliate link Learn how to see your affiliate activity and manage your affiliate account Additional Information Here are some links where you can find some additional information on our affiliate program: Learn how to sign back into your affiliate account after you’ve created it Read the details on how payouts work Read the terms and rules for our affiliate program If you have any questions about anything, please get in touch with us and let us know. Marketing Assets If you’d like to download MoonClerk logos to use in your affiliate marketing, you can do so on our MoonClerk Affiliate Program landing page . Just scroll to the “Share” section and click the “Download logos” button. # How Robojuice Uses MoonClerk And Why They Recommend It To Their Clients URL: https://www.moonclerk.com/how-robojuice-uses-moonclerk-and-why-they-recommend-it-to-their-clients Customers · Dodd Caldwell · 2019-08-07 Kevin Dees, partner at Robojuice, talks with us about how he not only uses MoonClerk in his web agency to bill his clients, but also why he encourages his clients to use MoonClerk themselves. ## Content Kevin Dees, partner at Robojuice , talks with us about how he not only uses MoonClerk in his web agency to bill his clients, but also why he encourages his clients to use MoonClerk themselves. Can you tell us a little about what Robojuice does? We take the worry out of web. You understand the importance of web for your business so we provide you with a plan and a solid platform so you can focus on growing your business. We design and develop websites crafted specifically to get more prospects and conversions for your business. What are your day-to-day responsibilities? My responsibilities are designing and developing business websites and helping our existing business website clients grow through the web. How did you get started? We started Robojuice provide businesses with the right solution for results-based websites. Robojuice leadership formed through shared core values of caring for the relationship and people first, then trying to always do the right thing for each client and their specific business. What have been some key factors in growing your business? We focus on the relationships and put people first because we care about that more than anything else. We understand how the web works and how people use the web and apply that to each client solution so they get actual, real, and measurable results. What do you use MoonClerk for? We use MoonClerk for our one-time online payments and our recurring payments for our clients. We also recommend MoonClerk within our network and set up MoonClerk for our clients when they need to accept payments. Did you use another payment system before MoonClerk? We have worked with PayPal and Authorize.net and experienced issues with delayed payment collection, bugs, and cumbersome integrations into our client websites. We moved away from them to use MoonClerk with Stripe. What made you finally decide to use MoonClerk? I knew MoonClerk’s founders. What was your experience when getting started with MoonClerk? MoonClerk is easy-to-setup, easy-to-customize, very mobile friendly, and there are no customer complaints. What specific feature do you like most about MoonClerk? We love that MoonClerk works so well on mobile! MoonClerk has a customizable design, powerful API and it integrates seamlessly with WordPress. How has MoonClerk improved or helped your business? MoonClerk has helped us by giving us a legitimate and great resource to use and recommend to our clients. 100% of our clients are 100% satisfied when we switch them from other providers to MoonClerk. Would you recommend MoonClerk to others? Yes, absolutely and we already do, when appropriate. It makes our lives better by not having our clients confused about their payment platform. Is there anything else you’d like to add? Thanks to the MoonClerk team for all the hard work in making such a great product and providing such great customer service. # Why Margie Shard Recommends MoonClerk To All Of Her Clients URL: https://www.moonclerk.com/why-margie-shard-recommends-moonclerk-to-all-of-her-clients Customers · Dodd Caldwell · 2019-07-10 Margie Shard talks with us about how MoonClerk has helped grow the bottom line of her coaching businessand why she recommends MoonClerk to all of her clients. ## Content Margie Shard talks with us about how MoonClerk has helped grow the bottom line of her coaching business and why she recommends MoonClerk to all of her clients. Can you tell us a little about what you do? I help entrepreneurs quickly go from 0 to 6 figures, or scale from the 6-7 figure mark utilizing automation through funnels, advertising, and other online strategies. I have a very hands-on program called Freedom Academy where we help our clients create a niche with high-ticket programs and build a powerful funnel. We then teach our clients how to properly advertise so their messaging is in front of their ideal client 24/7, as well as how to optimize their funnel for higher profits. I also have digital courses for entrepreneurs and those wishing to start their new business. My passion is helping entrepreneurs scale and grow intentionally so they create their own definition of freedom. I help them achieve a higher level of success intentionally around that freedom so they can show up, not just in their business but in their lives too. What are your day-to-day responsibilities? I’m pretty hands-on with our clients, helping them get clear on their niche and offerings and digging into the different pieces of their funnels, dissecting their messaging, and helping them stay on-brand. My husband, Tony, is the guru when it comes to helping them learn how to target and run their ads and we both help on the optimization part. I also help my clients convert their qualified leads into paying clients. When I’m not working with clients, I’m creating digital classes for entrepreneurs or on financial matters as I spent 16 years in the financial industry managing money and sold a very successful firm 3 years ago. I also am a speaker, author, and trainer. How did you get started? It all stems from my financial firm. Years ago, my husband created a marketing and branding firm with the main objective of building my financial firm. We saw opportunities in the online space through social media and other digital platforms that no one had really figured out how to utilize in the financial industry. My financial firm was amazing and I loved it, but I wanted to spend more time with my son and husband and be location independent. Because of the nature of my client base and how hands-on it was, I didn’t feel it that it could really morph to give me those freedoms. I also wanted to do business and marketing consulting as it really became a huge passion of mine. I saw the power of being able to scale faster online than through other traditional methods and the freedom it could give me. So, I sold my firm 3 years ago and started creating streams of income online through both 100% organic lead generation, as well as paid advertising funnels. Through this journey, Freedom Academy was born as well as the Freedom Blueprint Bootcamp, speaking, training, and more! What have been some key factors in growing your business? Hands-down, our advertised online sales funnels. 99% of our business now comes from our funnels. I don’t do a ton of organic social media anymore as my funnel can reach the exact person I’m looking for and it’s automated, so I don’t have to spend my time living on social media. What do you use MoonClerk for? We use MoonClerk for our payment processing of one time and recurring payments. Did you use another use another payment system before MoonClerk? We did but we had issues with other payment systems. Payments were not being processed and we had to go back to our clients and get their payment information every month. It was not efficient and frankly, a pain. I found MoonClerk to be THE BEST system for recurring payment plans. MoonClerk is awesome! What made you finally decide to use MoonClerk? MoonClerk’s recurring payment options and its ability to allow me to process payments from other countries were the deciding factors What was your experience when getting started with MoonClerk? MoonClerk is the EASIEST system I have ever used and fits all my needs! I can’t think of anything I would need that MoonClerk doesn’t provide! What do you like about MoonClerk? MoonCler is user-friendly, fast, and MoonClerk makes it easy to issue refunds. How has MoonClerk helped your business? MoonClerk has saved me time and increased my bottom line by allowing me to accept recurring payments from multiple countries. Would you recommend MoonClerk to others? Yes! We recommend MoonClerk to all our clients! # New Feature: Apple Pay, Google Pay, and Microsoft Pay Now Available With MoonClerk URL: https://www.moonclerk.com/new-feature-apple-pay-google-pay-and-microsoft-pay-now-available-with-moonclerk Product · Dodd Caldwell · 2019-06-19 We’ve just updated MoonClerk checkouts so that your payers can now pay with Apple Pay, Google Pay, and Microsoft Pay. ## Content We’ve just updated MoonClerk checkouts so that your payers can now pay with Apple Pay, Google Pay, and Microsoft Pay. These new payment methods will appear on your payment forms when your payers are checking out if they have those payment methods enabled on the device or browser they are using and if the payment form isn’t embedded in your site. You don’t have to do anything within your account – these new payment methods will appear automatically when appropriate. Whether on mobile or desktop, these new “Express Checkouts” reduce friction at checkout for your payers, eliminating the need for them to enter their card information. That means increased conversions and reduced frustrations. These new payment methods work with both one-time and recurring checkouts on MoonClerk. Apple Pay If your payer is using Safari mobile on an iPhone or Safari desktop on a computer and has a card saved in Apple Pay, when they arrive at the payment view on their MoonClerk form, they will see the following Apple Pay option: If they choose Apple Pay, they won’t have to enter their card details but simply confirm the checkout through Apple Pay (confirmation flow differs depending on whether the payer is using an iPhone or is using desktop Safari.) If your payer doesn’t have a card saved in Apple Pay and/or isn’t using mobile or desktop Safari, the Apple Pay button will just not appear. Apple Pay will also not appear if you are embedding the MoonClerk checkout inside your website. It only works if you are linking out to a MoonClerk checkout. Google Pay If your payer is using Chrome mobile on an Android device and has a saved card in the browser or in Google Pay or if your payer is using Chrome desktop on a computer and has a saved card, when they arrive at the payment view on their MoonClerk form, they will see the following payment option: If they choose this Pay Now button, they won’t have to enter their card details but simply confirm the checkout through Google (confirmation flow differs depending on whether the payer is using an Chrome mobile on an Android or is using Chrome on a desktop.) If your payer doesn’t have a card saved in Chrome or Google Pay and/or isn’t using mobile or desktop Chrome, this Pay Now button will just not appear. Microsoft Pay If your payer is using the Microsoft Edge browser and has a saved card, when they arrive at the payment view on their MoonClerk form, they will see the following payment option, which looks the same as the Google Pay option: If they choose this Pay Now button, they won’t have to enter their card details but simply confirm the checkout through Microsoft Edge. If your payer doesn’t have a card saved in Microsoft Edge and/or isn’t using Microsoft Edge, this Pay Now button will just not appear. Please note that we do not have a way to style any of the Pay Now buttons (Apple, Google, or Microsoft) so, regardless of your theme, the buttons will appear in the default styling used in the images here. We hope these new payment methods will help your business or organization. If you have any questions, please let us know. # How Mission Driven Ministries Added New Recurring Donors With MoonClerk URL: https://www.moonclerk.com/how-mission-driven-ministries-added-new-recurring-donors-with-moonclerk Customers · Dodd Caldwell · 2019-06-06 Zach Johnson, of Mission Driven Ministries, talks with us about how using MoonClerk with his nonprofit’s Squarespace website gave him the ability to add recurring donors he otherwise wouldn’t have been able to add. ## Content Zach Johnson, of Mission Driven Ministries , talks with us about how using MoonClerk with his nonprofit’s Squarespace website gave him the ability to add recurring donors he otherwise wouldn’t have been able to add. Can you tell us a little about what your organization does? Mission Driven Ministries is focused on sharing the gospel of Christ with people around the world by applying the gospel to their physical, emotional, and spiritual needs. What are your day-to-day responsibilities? I’m a professional lunch-eater and coffee-drinker! As Chief Philanthropy Officer of Mission Driven Research and President of Mission Driven Ministries, my core business is connecting the people that are doing good with the resources that make them successful. How did your nonprofit get started? An engineer, accountant, and businessman got together to start a company where the profits go to Christian ministries rather than the owners or shareholders. My job is to use the profits of MDR and donations from donors to fulfill our purpose statement to the glory of God. What have been some key factors in growing your organization? We believe that as we are faithful to the job God has called us to, we’re successful. We have seen tremendous growth, but it’s not our primary focus. Our primary purpose is to glorify God and be faithful as He provides us with people and resources. What do you use MoonClerk for? Our nonprofit website is hosted by Squarespace, so when it came time to set up a way to accept recurring donations, MoonClerk was the best way to integrate that capability into our website. Did you use another payment system before MoonClerk? We’ve used PayPal in the past, but there was no easy integration with Squarespace nor could we get recurring donations set up the way we wanted. It was frustrating for our donors not to be able to have their donations handled automatically. What made you finally decide to use MoonClerk? When I contacted Squarespace about our issues, they pointed us to MoonClerk. What was your experience when getting started with MoonClerk? MoonClerk was intuitive and integrated perfectly with our website. What do you like about MoonClerk? The customizable payment forms are great. Yesterday we decided we needed to gather an address from donors and we were able to add that required field in a couple of minutes. It’s easy to see our weekly and monthly giving, and I enjoy getting email alerts when someone has made a donation. How has MoonClerk helped your nonprofit? We have 7 new recurring donations we would have been unable to receive before we started using MoonClerk. Would you recommend MoonClerk to others? I have! Anyone who uses Squarespace will enjoy the easy integration. # Sell Digital Products With MoonClerk’s Digital Delivery Extension URL: https://www.moonclerk.com/sell-digital-products-with-moonclerks-digital-delivery-extension Product · Dodd Caldwell · 2019-05-14 We’re excited to announce the launch of our first paid extension – Digital Delivery. ## Content We’re excited to announce the launch of our first paid extension – Digital Delivery. With the Digital Delivery extension you’ll be able to sell digital products and manage the entire process from within your MoonClerk account. We take care of delivering your digital product to your payers. We’re offering the Digital Delivery extension for a flat $18 extra per month. You can enable Digital Delivery on your account at any time. It offers the ability for you to: Store unlimited content with unlimited delivery bandwidth Sell access to digital content via subscription or one-time payments Upload any content type (audio, video, e-books, etc.) Style the download page to match your brand Once you’ve enabled the Digital Delivery extension, it’s easy to get started: Add your Digital Products . Create a Package of one or more Digital Products . Connect the Package to the MoonClerk payment form you want your payers to check out on. Then, we take care of delivering the content to your payers! First, your payers will check out on your MoonClerk payment form: Next, they’ll receive an email with a link to access the Package you’ve created: Finally, they’ll arrive at the digital downloads page and be able to download the digital products you’ve attached to that Package: You can read much more in our Digital Delivery Help section . If you have any questions, please let us know! # How ProxyWow Doubled Subscriptions And Improved Customer Retention With MoonClerk URL: https://www.moonclerk.com/how-proxywow-doubled-subscriptions-and-improved-customer-retention-with-moonclerk Customers · Dodd Caldwell · 2019-05-08 Evan Sarmiento, Chief Engineering Officer at ProxyWow, talks with us about how he’s doubled his business and improved customer retention by offering recurring payment plans through MoonClerk. ## Content Evan Sarmiento, Chief Engineering Officer at ProxyWow , talks with us about how he’s doubled his business and improved customer retention by offering recurring payment plans through MoonClerk. Can you tell us a little about ProxyWow? ProxyWow provides monthly and hourly proxies, developed from the ground up for low latency and reliability, to the sneakerhead and academic communities. Proxies are internet privacy vehicles which mask the originating IP address of the user – sneakerheads use proxies to purchase limited, hyped sneakers; academics use proxies to scrape Twitter, government documents, or research databases. What are your day-to-day responsibilities? I maintain our proxy server infrastructure, develop tools for proxy management, and assist in technical support for our users. Ejaj Uddin, our CEO and customer affairs director, manages the day-to-day financial health of ProxyWow, ecommerce development, advertising, customer support and outreach – everything people-related. As a primarily two-person company, we divided the roles between technical and non-technical aspects of the business, enabling us to focus on what we’re good at! How did ProxyWow get started? Both Ejaj and I were selling proxies as ProxyWow for quite some time in an unofficial capacity. Our earnings improved and we decided to launch a formal business together. What have been some key factors in growing your business? Key factors in our growth have been having quality proxies, having really great customer support with a quick turn around time, and having a diversity of offerings. While many proxy providers focus entirely on sneakers, we’ve branched out into the academic world with some success. What do you use MoonClerk for? We use MoonClerk to manage our monthly proxy subscriptions. Before MoonClerk, did you use another payment system? Before MoonClerk, we used a payment system that didn’t offer recurring payments and we found it difficult to maintain customers using that method. Alack of recurring revenue meant we had more work in customer support and in trying to retain our customers. What made you decide to use MoonClerk? MoonClerk was the only software available which integrated well with Squarespace and fit our needs. We use Squarespace as our ecommerce frontend. What was your experience when switching and getting started with MoonClerk? MoonClerk is really easy to use and setup. I like that we can generate individual plans and forms and we can provide the payment link directly to a customer. We have some customers who require customization of their proxy plans or they purchase in bulk. It has been a blessing to have the ability to easily design different recurring forms based on our customers’ needs. What do you like about MoonClerk? I like MoonClerk’s ease-of-use, the customization it offers for recurring payment plans and forms, and that it allows our customers to easily manage their subscriptions. How has MoonClerk improved or helped your business? Over the past year, we’ve doubled our monthly proxy subscriptions while using MoonClerk and we’ve been able to retain over 85% of our customers since moving to a recurring model. Any advice for others who are in similar industries? Don’t get caught up in searching for the perfect location – like Ashburn, VA. Just get quality IP(s). Quality IPs are hard to find, but the latency difference between Boston, New York, Ashburn, or D.C. is not as important as having clean IPs and a solid configuration. # How MoonClerk Gives Philip Morgan Flexibility In His Consulting Business URL: https://www.moonclerk.com/how-moonclerk-gives-philip-morgan-flexibility-in-his-consulting-business Customers · Dodd Caldwell · 2019-03-06 Philip Morgan tells us how MoonClerk improved his customers’ experience and provided him flexibility in his consulting business, Philip Morgan Consulting. ## Content Philip Morgan talks with us about how MoonClerk has improved his customers’ experience and provided him more flexibility in running his consulting business, Philip Morgan Consulting . Can you tell us a little about what you do? I help coders become consultants. I do this with a combination of education, coaching, and experiential learning challenge-based programs. What are your day-to-day responsibilities? I do it all. 🙂 This means every tool, every process, and every aspect of my business needs to be optimized for me doing it all. How did you get started? I got laid off from a great job in 2008. I considered self-employment and thought: “this can’t be that hard”. After figuring out lots of things about marketing the hard way, I’ve specialized in helping self-employed software developers and small shops learn how to use marketing to find great clients, and beyond that I’ve specialized in helping them stop getting paid for their hands and start getting paid for their thinking. What have been some key factors in growing your business? Persistence and investing in intellectual property (which, in the services world, is expertise packaged and made usable by non-experts) What do you use MoonClerk for? I now use MoonClerk to bill private and group-coaching clients who are on a monthly subscription. Before MoonClerk, did you use another payment system? Before MoonClerk, I did use another service but its subscription/monthly billing feature was… minimal. It diminished my customers’ experience. What made you decide to use MoonClerk? Several things: Beautiful forms with a nicer user experience than what I was using before. Again regarding the user experience: instead of a typical e-commerce “cart/checkout” process, MoonClerk offers a simple 1-step form, and I like that for what I do. The ability to tweak the day a payment recurs is huge for me. This gives me a lot of flexibility around taking vacations, etc. If I’m out of office for a week and have to miss a coaching call, I can easily go into MoonClerk and bump that person’s payment out to a week later with very little effort on my part (good!) and no effort on theirs (great customer experience for them!). What was your experience when getting started with MoonClerk? When I switched to MoonClerk, it felt like a well-broken-in baseball glove – just very easy at every touch-point. Super intuitive. What do you like about MoonClerk? I like MoonClerk’s ease-of-use and flexibility (the aforementioned ability to tweak the payment schedule.) Any advice for others who are in similar industries as you? Recurring revenue is amazing. So, if there’s an opportunity to add that to your business, do consider it! # How MoonClerk Helps White and McGowan Meet Their Financial Compliance Standards And Simplify Their Back-Office URL: https://www.moonclerk.com/how-moonclerk-helps-white-and-mcgowan-meet-their-financial-compliance-standards-and-simplify-their-back-office Customers · Dodd Caldwell · 2019-02-07 Matthew White, offinancial planning firm, White and McGowan, tells us how MoonClerk's security protocol helps him meet his firms compliance standards. ## Content Matthew White, Principal Partner at the financial planning firm, White and McGowan , talks with us about how MoonClerk not only provides his firm with a convenient way to accept payments from his clients but how MoonClerk’s security protocol helps him meet his firms compliance standards. Can you tell us a little about your business? Our firm does financial planning and asset management specifically for physicians and dentists. Within our team of advisors, one is a physician and the other is an attorney, which allows our firm to look at each client situation with a unique lens. Dr. Blake McGowan has a clear understanding of the challenges facing our clients in healthcare, and how each will impact a physicians’ income today and future financial planning. Also, with working for more than 15 years as a partner in a large clinic and in a clinic of his own, Blake has volumes of wisdom when it comes to running an efficient practice and knows how to effectively structure the business so that it helps you with your personal financial planning as well. Another advisor, Aaron Black, has many years of experience running multiple businesses and an invaluable understanding of the legal landscape as an attorney. Legal Anatomy is a law firm that was specifically created to help White and McGowan clients with a variety of needs such as estate planning , contract review, and asset protection through entity creation. Not only is Aaron able to do financial planning for clients, he’s able to draft the needed legal documents through Legal Anatomy. Estate planning and asset protection are rarely addressed by many financial planners and, even when it is, it’s a recommendation that many never follow through with because it involves meeting yet another professional at a different time. Physicians and dentists are incredibly busy and many of our clients feel it is a major advantage and convenience to receive multiple services and perspectives at the same time. What are your day-to-day responsibilities? My day is normally divided between two activities, client engagement and administrative oversight, which includes compliance and the overall management of the organization. How did your business get its start? You can read the story here at KevinMD.com , but to give a brief summary – I had been working as a financial advisor for quite a while with a focus on physicians and dentists when I met Dr. Blake McGowan. As I worked with Blake on his personal financial planning, we struck up a strong friendship, and over time, it became apparent that Blake had a personal interest in finance, was an excellent teacher, and could be a strong mentor to other young physicians coming out of training. After discussing it for a while, we decided to start White and McGowan. What have been some key factors in your business’ growth? I think our growth is due to a few variables but if I had to narrow it down to two, I would say it’s the unique background and experience of our advisors, coupled with a level of comprehensive planning. Our team isn’t just telling you to max out your 401k plan. We dive into specific strategies for debt repayment , go over a variety of options, and discuss how each choice would impact the clients’ net worth 10, 20, and 30 years down the road. Our team creates a budget infrastructure for each client, which is a system of established recurring transfers between a variety of bank accounts and investments accounts to regulate spending, automate a savings plan, the timing of certain contributions, and the payment of certain expenses. Those are just a couple of examples, but I believe the depth of our comprehensive planning has been a contributing factor to our success. What do you use MoonClerk for? Our organization decided to use MoonClerk so our clients could pay financial planning fees and consulting fees through a secure online portal on our website. Cybersecurity is incredibly important in the financial industry and we needed to find a vendor that checked all the boxes as it relates to compliance. MoonClerk and Stripe provide full SSL encryption and all PCI compliance. All card numbers are fully encrypted on disk with AES-256. Stripe is the payment processor, which is PCI compliant and is certified to PCI Service Provider Level 1, the most stringent level of certification available. All credit card numbers are encrypted. MoonClerk doesn’t store any of the card data, and our organization doesn’t have any access to the card information either. Before MoonClerk, did you use another payment system? Prior to MoonClerk, our clients could not pay through an online portal. Fees were paid by check or by credit card over the phone with a third-party processor. It was very inconvenient for clients and made fee collections for planning services cumbersome. Now, clients can go to our website and easily pay by credit card or bank draft at any time without my involvement. What do you like about MoonClerk? Not only is MoonClerk able to facilitate a secure transaction and meet our compliance standards, but MoonClerk’s embed code provides an aesthetically pleasing layout for our website, and the steps to process a payment are very simple. While we do have a payment form on our website, some clients would rather not search through the entire site to find out how to make a payment. So, MoonClerk also gives us the option to customize a payment form for a specific client and send a unique link to them by email. This is helpful because we can paste the link in an email and, when the client clicks the link, it automatically directs them to the checkout page. The checkout page has the client’s name at the top with a description of the fee, both of which we can customize. # New Feature: Receive Notifications When Payers Update Their Recurring Plans URL: https://www.moonclerk.com/new-feature-receive-notifications-when-payers-update-their-recurring-plans Product · Dodd Caldwell · 2019-01-07 New Feature - Payer Portal Notifications. You can now choose to receive email notifications when payers update their recurring plans on the Payer Portal. ## Content We’ve just launched a new email notification – Payer Portal Updates. We can send you these email notifications when payers update their recurring plans on the Payer Portal. By default we have turned the Payer Portal Updates email notification “ON” but you can always disable it at any time if you’d like. The Payer Portal is where payers can go to make self-service updates to their recurring plans, based on the permissions that you grant them. If you keep the Payer Portal Updates email notification turned on, keep in mind that this email is triggered for every update a payer makes. So, if in one session a payer updates their card, their email, and their address, you will receive three separate emails. We hope this new feature will be useful for you. Please let us know if you have any questions. # New Feature: Add Team Members To Your MoonClerk Account URL: https://www.moonclerk.com/new-feature-add-team-members-to-your-moonclerk-account Product · Dodd Caldwell · 2018-12-13 You can now add different users or “team members” to your MoonClerk account and give them different access levels (roles). ## Content You can now add different users or “team members” to your MoonClerk account and give them different access levels (roles). Previously, we only allowed one user or sign-in per MoonClerk account. So, if you had different members of your organization who you wanted to give access to your MoonClerk account, you had to share your sign-in details. With our new Team Members feature, you can now give different team members their own access to your MoonClerk account and restrict the actions they can take and the data they can see in your account. Roles As a general overview, the different roles have the following capabilities: Viewer – Can view data but cannot view analytics, make edits, manage account, or export data. Analyst – Can view and export all data but cannot make edits or manage account. Support – Can view all data except analytics and can make edits but cannot manage account. Admin – Can view and export all data, make edits, and manage account but cannot cancel account. Owner – Can do everything in an account. There is only one owner per account. Here is more granular detail on the permissions for each role: Read more detail on the different roles Managing Team Members We’ve developed Help documentation to show you how to add and manage different team members in your MoonClerk account: How do I invite a team member to 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 edit the email or role of a team member on my MoonClerk account? Questions We hope you’ll find this new feature helpful as your organization grows. Please let us know if you have any questions. Photo courtesy of popofatticus # New Feature: Display Multiple Amounts As Radio Buttons At Checkout URL: https://www.moonclerk.com/new-feature-display-multiple-amounts-as-radio-buttons-at-checkout Product · Dodd Caldwell · 2018-12-04 Based on your feedback, whenever you have multiple amounts at checkout, you can now choose to display them as radio button choices. ## Content While we’ve long had the ability for you to let your payers choose from multiple amounts at checkout, those amounts have always been displayed in a dropdown menu. Based on your feedback, we’ve now added the ability for you to display those amounts as radio buttons. Here is an example of what the standard dropdown menu looks like: And here is an example of what the new radio button option looks like: When you’re creating or editing a form, you can simply choose which option you want to display: You can read a bit more in our Help documentation . Let us know if you have any questions about this new feature! Photo courtesy of James Case # New Feature: Additional Custom Fields Available URL: https://www.moonclerk.com/new-feature-additional-custom-fields-available Product · Dodd Caldwell · 2018-11-16 We've just added new custom field types to the Additional Information section of payment forms - checkboxes, emails, websites, phone, date, and time. ## Content We’re happy to announce we’ve recently added some new custom field types to the Additional Information section of payment forms. At checkout, you can now ask your payers to to enter custom information in the following formats: Multiple Choices Via Checkboxes You can now use checkbox fields to list multiple options and allow your payers to choose more than one of those options. Previously, you could only ask payers to choose one of multiple options through Radio Boxes or a Dropdown menu. You couldn’t allow them to select multiple options. Now you’re able to do so: When you export the data from a form with checkboxes and payers have chosen multiple options, those options will show up in a single column but be separated by pipes: Email Addresses As you probably know, by default, we require the payer to enter a validated email address on the 2nd page of the checkout. However, if you’d like to ask for additional email addresses through custom fields, we now have an Email Address as a field type so that the address is validated in the same way as our required email field: Web Addresses You can now create a Web Address custom field that will validate your payers’ entries to make sure they are entering a web address: Phone numbers You can use the Phone Number field type to ask your payers for their phone numbers. You can choose to require them type their phone number in a US-format (###-###-####): If you don’t choose to require a US-format, payers will be able to enter just numerical values but not in a specific format: Date Picker Your payers can choose a day, month, and year from a date picker: Time Picker Your payers can choose a time of day from a time picker: You can select these new types of custom fields in our Additional Information section in the same way you’ve always chosen other custom field types. See Help Documentation Sign in to your account Photo courtesy of John Fielding # How Life In Motion Fitness Uses MoonClerk To Automate 50% Of Its Revenue URL: https://www.moonclerk.com/how-life-in-motion-fitness-uses-moonclerk-to-automate-50-of-its-revenue Customers · Dodd Caldwell · 2018-10-29 Krista Wioncek, of Life in Motion Fitness, tells us how automating 1/2 of her revenue with MoonClerk has improved her business and given her peace of mind. ## Content Krista Wioncek, co-owner of Life in Motion Fitness , talks with us about how automating half of her monthly revenue with MoonClerk has improved her business and given her peace of mind. Can you tell us a little about your business? Life In Motion Fitness is all about providing the most customized and individualized workout program in a class setting. We work with individuals of all ages and abilities! We offer personal training and classes throughout the day. What are your day-to-day responsibilities? I am co-owner of the business with my husband, JP. I do personal training, coach classes, and all the behind-the-scenes office work. How did you get started? We begin our business three years ago inside another gym while renting out that space. We felt we were ready to take the next step to opening our own gym. We will have been at our new location for a year in October. What have been some key factors in growing your business? We are mainly word or mouth. We try to treat all our clients the best we can and they all have been kind enough to share their experience with friends which has lead to us having a great business that keeps growing! What do you use MoonClerk for? I use MoonClerk for my recurring class memberships and personal training package purchases. What made you decide to use MoonClerk? I used Squarespace to create our website. MoonClerk was recommended to me to use with Squarespace and it was the only system I found easy to use. What was your experience when switching and getting started with MoonClerk? It was so easy and all the customer service reps were fast in responding and very helpful with all my questions. What do you like about MoonClerk? It’s so easy to use! How has MoonClerk helped your business? MoonClerk improved my business by making payments mindless. I use MoonClerk to receive 50% of my monthly income and it gives me peace of mind to know I have that money automatically coming in! Any advice for others who are in similar industries? MoonClerk offers a simple set up for an awesome price! # How StartUp HR Improved Its Payment Cycle 12x With MoonClerk URL: https://www.moonclerk.com/how-startup-hr-improved-its-payment-cycle-12x-with-moonclerk Customers · Dodd Caldwell · 2018-10-22 HR consultant, Vauna Hernandez, tells us how MoonClerk helped improve her payment cycle 12x, grow 800% in 1 year, and automate her business, Startup HR. ## Content Vauna Hernandez, founder of HR consulting firm, StartUp HR , talks with us about how automating her business with MoonClerk has improved her payment cycle from weeks to days, has helped her grown 800% in 1 year, and has helped automate her business so that she can focus on her clients. Can you tell us a little about what StartupHR does? StartUp HR is an HR Consulting Firm that caters to small businesses. We provide HR and business support for startups and growing companies that don’t currently have an HR department. Most of our clients have a small staff but have a desire to “get it right” when it comes to hiring and on-boarding, setting up payroll, training employees, and being compliant with federal, state, and local laws. Our philosophy is “we will teach you to fish; and if you have no desire to fish, we will fish for you!” What are your day-to-day responsibilities? StartUp HR is a startup! So, I do everything from business development, to marketing, and billing. I do consultations, training, provide business support, and recruiting. I work with partners such as labor law attorneys, accountants and other recruiters on occasion. Can you tell us the story of how StartUp HR began? StartUp HR was born out of my desire to help small businesses. I have several friends that are small business owners and they would call me to ask questions or to get my assistance with an issue and I wouldn’t hesitate to help them. Over the years they would say, “Vauna you need to start your own business – you are great at what you do and you should be getting paid!” At the time I was just helping out people I knew. The turning point came when a friend needed my assistance developing a handbook for his staff. Although he knew me and my background, he had partners and wanted to provide them with information about me. He asked me to develop a brochure that he could share with them. Well, now that I had to develop a brochure, I needed a name! I came up with the name and everything kind of fell into place. Once I had the name and developed the brochure, Roxanne Iniece Charles, who is a colleague of mine came into the picture and helped me to develop a strategy for my business, flesh out the products, and develop revenue streams and processes that positioned StartUp HR for success. I had no idea how to register a business nor was I aware of all of the tools that were available to me that would help me to be as effective and efficient as possible. Because I am a startup myself, I have a unique understanding of the challenges small businesses face. The great thing is that since I have overcome those challenges myself, I can provide my clients with the information and tools I have utilized, thereby helping them be successful. What have been some key factors in growing your business? A lot of hard work, tools and processes. When you are a small business owner, you are responsible for it all. It can be overwhelming to manage all of the tasks, sell yourself, sell your services, and deliver everything for multiple clients. The key is to automate just about everything! Automation frees you up to do what you love and deliver excellent services. Clients are happy, you’re efficient, and it becomes possible to get more accomplished. What do you use MoonClerk for? 90% of my clients pay for my services with MoonClerk. I meet with the client, provide them with a proposal, and send the link for payment with the terms. I set up recurring payments for my retainer clients and for projects that require multiple payments. MoonClerk saves an incredible amount of time for me and my clients feel in control of the process as well. It’s super convenient for them to use a company credit card instead of having to cut a check, and yet they still have a record of the transaction. My clients love the convenience of MoonClerk. Before MoonClerk, did you use another payment system? When I started my business I would meet with the client to do a consultation, draft a proposal, they would sign the proposal, and I would have to create an invoice in Excel to bill them. MoonClerk makes it so much easier! Since I was creating invoices with Excel, of course I had to keep track of the different clients and their invoice numbers. Creating the invoices was time consuming and I had to convert them to a pdf. It was a cumbersome and inefficient process. How did these problems affect your business? That inefficient process took away time from me actually doing my work. It was a challenge to keep track of payments in the pipeline and keep an accurate account of payments. I had to keep track of and send reminders for recurring payments. It took time for the client to cut and send a check, and it extended the payment life cycle, reducing cash flow. What made you decide to use MoonClerk? A colleague recommended MoonClerk and expressed how it helped her business. What was your experience when switching and getting started with MoonClerk? I was amazed! The first time I sent a payment form, I received an email a couple of hours later saying I had a successful payment. The payment was in my bank account really quickly! It was unbelievable how easy it was. Of course, I was thinking I should have started using MoonClerk as soon as I started my business What do you like about MoonClerk? The ease of use. MoonClerk is incredibly intuitive. The forms are really easy to develop and I love that you can include terms in the form. Recurring payments are super easy to set up and clients can have some control over when their payment is due. I like that you can see all the activity inside the MoonClerk dashboard. MoonClerk is a must-have tool for me. How has MoonClerk improved or helped your business? Over the last year, my revenue has increased over 800%, and payments that used to take 3 to 4 weeks now take 2 days. Having an automatic payment system also gives my businesses credibility with my clients. It allows them to see that I am walking the walk when I use tools that help me to be more efficient. They think, “That can work for me as well!” Using MoonClerk has had a huge impact on my business. Any advice for others who are in similar industries? Automate, automate, and automate! Payments are important. Use a trusted, intuitive tool that will free you up to do what you love! # New Feature: Updated Design For Payment Forms URL: https://www.moonclerk.com/updated-design-for-payment-forms Product · Dodd Caldwell · 2018-10-16 We've just made some minor updates to the design of our default theme for payment forms. These changes are purely aesthetic to help modernize the design. ## Content You may have noticed that we’ve just made some minor updates to the design of our default theme for payment forms. All of these changes are purely aesthetic to help modernize the form design a little bit and don’t affect the functionality of your forms at all. Here is what the 2nd page of the checkout looks like with the new default theme: And here is what the old default theme looked like: Here are a few notes about the switch to the new default theme: If you have any existing forms that have been using the default theme, we’ve automatically applied the updated design to those forms. If you create any new form and use the default theme, you’ll see the updated design. If you’ve created any custom themes in the past and applied those themes to forms, we haven’t adjusted those themes at all. So, they will look the exact same as before. If you create a new theme and apply custom colors, fonts, etc to that new theme, the design elements from our new default will apply to those custom themes. If you’d like to continue using the old default theme, please let us know and we can accommodate that as well. We hope you like this updated design. Please let us know if you have any feedback! Sign in to your account # How Blissful Prospecting Grew To Over $30,000 In Monthly Recurring Revenue In 9 Months With MoonClerk URL: https://www.moonclerk.com/how-blissful-prospecting-grew-to-over-30000-in-monthly-recurring-revenue-in-9-months-with-moonclerk Customers · Dodd Caldwell · 2018-09-19 Jason Bay, CRO of Blissful Prospecting, tells us how MoonClerk helped him reach over $30,000 in monthly recurring revenue after only 9 months. ## Content Jason Bay, Chief Revenue Officer of the marketing agency, Blissful Prospecting , talks with us about how using MoonClerk helps him with cash flow projections and helped him reach over $30,000 in monthly recurring revenue after only 9 months of activating his account. Can you tell us a little about what Blissful Prospecting does? Ever feel like your sales are a roller coaster? One month up? The next month down? We help B2B service-based companies remove the stress from prospecting by taking care of it for them. If you’re struggling to proactively find, engage, and close new business we can help you out. What are your day-to-day responsibilities? As Chief Revenue Officer, I’m in charge of growing Blissful Prospecting’s revenue through marketing and sales efforts. How did your business get its start? In 2014, I left my full-time job as a Marketing Director so that I could freelance and consult with other clients. My old employer became my first client and I found business through word-of-mouth and referrals. In about 6 months, my network dried up. I’d been going to all of the local networking events. I didn’t have a reliable way to find new business so I started using LinkedIn and cold email. It was rough at first, but I started finding new clients I didn’t have an existing relationship with. These new clients didn’t have reliable systems for prospecting and finding new clients, so I started offering prospecting-as-a-service. Blissful Prospecting was started at the end of 2017 when my wife, Sara, and I saw a huge need in the marketplace for outsourced prospecting services for small businesses. What have been some key factors in growing your business? One of our company values is ‘always be testing’ which for us means to be our best case study. We’re a prospecting company, so we better be good at prospecting for ourselves! We eat our own cooking, so to speak. I spent a lot of time validating our service offering by working with clients as a freelancer prior to starting Blissful Prospecting to make sure we found the perfect blend of something we could do well and that was in high demand. What do you use MoonClerk for? We started Blissful Prospecting so we could take advantage of a recurring revenue model. MoonClerk was the most cost-effective, easy-to-use tool for setting up recurring payments for our monthly retainer packages. Before MoonClerk, did you use another payment system? MoonClerk was a huge lifesaver because we were previously using PayPal to invoice our clients. PayPal didn’t look very professional, and it was also a lot of manual work to set up recurring payments. We had to gather payment information over the phone, or have the client sign through Docusign. There were too many steps. MoonClerk allows us to create a payment portal on our website where clients can easily enter in their payment details. How did these problems affect your business? They affected cash flow because before MoonClerk, we had to hunt down client payments, and the payments didn’t always come in on time. Cash flow is everything when you’re running an agency. It was a nightmare for projecting revenue. What made you decide to use MoonClerk? The deciding factor was that we could start using it in minutes, and it helped us leverage Stripe . What was your experience when switching and getting started with MoonClerk? It was a breeze. I set up MoonClerk in a few minutes and started using it right away. What do you like about MoonClerk? It just works! I also like how we can embed payment forms onto our website. How has MoonClerk improved your business? MoonClerk has helped us get to $30,000+ in recurring monthly revenue in our first 9 months in business. Any advice for others who are in similar industries? Don’t make it hard for your clients to pay you. Use MoonClerk so you can set up recurring credit card and ACH payments. You won’t regret it. Save Save Save Save Save Save Save Save # How BelieveinU Fitness Grew Revenue 50%+ In 4 Months With MoonClerk URL: https://www.moonclerk.com/how-believeinu-fitness-grew-revenue-50-in-4-months-with-moonclerk Customers · Dodd Caldwell · 2018-08-08 Jessie Adams, founder of BelieveinU Fitness, talks with us about how she grew her business over 50% in the last 4 months with MoonClerk. ## Content Jessie Adams, founder of BelieveinU Fitness , talks with us about how she grew her business over 50% in the last 4 months with MoonClerk. Can you tell us a little about what your organization does? BelieveinU Fitness is a professional online health and fitness coaching program individualized to help you discover your true fitness potential. We teach you how to get clear on your desires, fuel and train your body, strengthen your mind, and ultimately love your life. What are your day-to-day responsibilities? I wear a lot of hats being a mother of three and owning my own business. However, I was much busier 4 months ago still working as a full-time career firefighter, single mother of three, and struggling to start up my company on the side. MoonClerk was one of the saving graces for me. It was one of the tools that allowed me to walk away from my job as a full-time firefighter and pursue my entrepreneurship goals as a successful online coach in the fitness industry. What have been some key factors in your growing your business? MoonClerk has increased our revenue by over 50% in the last 4 months. What do you use MoonClerk for? As an online health and fitness business, I needed a way to bill our clients that was easy for not only myself but for them. We also offer automated payment plans, which we never could do before we found MoonClerk. Before MoonClerk, did you use another payment system? Yes. I had used PayPal and tried Square too, but would get frustrated with the lack of options they provided. I would have to create forms through JotForm or Wufoo, then link a payment system, but without automated billing. The programs I used in the past were too time-consuming and added more work than ease. I’ve never found an easier system than MoonClerk and would never go back! How did these problems affect your business? All of those problems took away from my daily activities – being tech savvy was not my expertise. Time is money and I needed to be able to focus on what I was good at. I didn’t need to be focusing on creating endless invoices and tracking client payments. Instead, I needed to be focused on being the frontrunner of my company and on helping clients reach their fitness goals. What made you decide to use MoonClerk? Fit Pro Heroes, a business coaching company for fitness professionals, recommended MoonClerk to me. They used MoonClerk themselves as a company and swore by it, so I knew it had to be good! Fit Pro Heroes were another asset to creating systems and structures in my business. What was your experience when switching and getting started with MoonClerk? MoonClerk was the easiest system to set up and in a matter of minutes, I had already created my first payment form. What do you like about MoonClerk? For years as a personal trainer, I would have to constantly ask or remind clients when their sessions were up for renewal. Not only did I hate asking clients for money, but it was impossible to keep track of everything! With MoonClerk, I never again have to remember when clients’ payments are due. MoonClerk is like having a personal assistant! 🙂 I love that MoonClerk has so many different customization options for payments. I can create and edit an existing payment so I don’t have to do everything from scratch with each client. And, those changes don’t affect my other clients’ recurring payments. I have so many different clients who request different ways of paying for their services and MoonClerk makes it so easy for me to offer them a wide variety of options without the effort on my end. How has MoonClerk improved or helped your business? I went from 3-4 payments a month to averaging 17-20 a month in less than 4 months since switching to MoonClerk. In less than 30 days, I went from $771 in payment volume to $6,386! Any advice for others who are in similar industries? If you’re a personal trainer or fitness coach, you can’t afford not to use MoonClerk. If you want a safe, simple, and effective system to run your business, you need MoonClerk. I love MoonClerk to the moon and back! Save Save Save Save Save Save Save Save Save Save # New Feature: Programmatically Pass Through Name, Email, And Amount To Checkouts URL: https://www.moonclerk.com/new-feature-programmatically-pass-through-name-email-and-amount-to-checkouts Product · Dodd Caldwell · 2018-07-30 We’ve added the ability for our technical users to programmatically “seed” checkouts with a name, email, or a specific amount. ## Content Over time we’ve received requests from some of our more technical users to be able to programmatically “seed” checkouts with a name, email, or a specific amount. We’ve now added the ability for our technical users to programmatically pass through a query parameter to the payment form URL. Name and Email If you have already collected your payers’ name and/or email address in your own system and want to keep them from having to type it in again, you can pass their name and email into the respective default fields at checkout. This will effectively pre-fill those fields with their name and email address. Amount “Seeding” an amount in the checkout behaves a little differently. In order to seed an amount on the payment form, you first need to set the Amount on the corresponding payment form so that the amount is “Decided at Checkout.” When you have done that and then pass through an amount to the checkout, rather than pre-filling the Amount field and allowing the payer to change the amount inside the field, we actually “set” the amount on the payment form Advantages “Seeding” an amount at checkout can be helpful: If you already have a system on your end where you have run logic to define what the checkout amount will be and want to programmatically spin that amount up onto a MoonClerk payment form. Because it can prevent you from having to manually create many payment forms in cases where you have many different amounts and want to have a separate payment form for each amount. If you want to save your payers from the hassle of entering their name and/or email again when they have already provided it to you. You can learn more about this new feature by reading about it in our developer documentation section. Photo by R. A. Schauweker Save Save Save Save # How Jonathan Tilley Freed Up 20% Of His Time With MoonClerk URL: https://www.moonclerk.com/how-jonathan-tilley-freed-up-20-of-his-time-with-moonclerk Customers · Dodd Caldwell · 2018-07-23 Personal brand strategist, Jonathan Tilley, tells us how automating 100% of his payment process freed up 20% of his time, allowing him to grow his business. ## Content Personal brand strategist, Jonathan Tilley , talks with us about automating 100% of his payment process has freed up 20% of his time, allowing him to focus on growing his business. Can you tell us a little about what you do? My name is Jonathan Tilley. I’m a personal brand strategist who helps creative people shine online and share their talent with the world. What are your day-to-day responsibilities? Web design, UX, UI, copywriting, branding, and building fun things on the internet for my clients to enjoy! How did you get started? I started alone in a corner of my home. Now I have my own office space with 5 employees who love helping people shine online. Oh and chocolate. We also love chocolate. Friends started asking me who did my website. When I told them that I designed it myself, offers started to come in. I’d launch their websites, and their friends would ask who did your website. The snowball effect happened and I haven’t looked back since. What have been some key factors in your business’s growth? Listening to clients’ needs even when they don’t know how to express it. Reading between the lines. Planning further ahead than you think you need to embrace the growth that happens without losing pace. And taking time off to reflect and rest. What do you use MoonClerk for? I use MoonClerk for international clients paying via credit card for my branding services. Once they sign the contract, I send them the 50% deposit/down payment link. They pay. Then we start work on their brand. On launch day, we pop the cork and celebrate with the client and then we send over the other 50% payment link to close the contract. It truly is the easiest and quickest form of payment for my branding services I’ve ever experienced. Before MoonClerk, did you use another payment system? Yes. We used invoices, bank transfers, and PayPal. But having international clients, we always had issues. Offering the option for my clients to pay with a credit card was a game changer. What problems did you have with your previous payment systems? PayPal is easy on the client but an absolute nightmare for the business owner. My tax accountant seethes when she sees the PayPal logo on it. Using MoonClerk is easy on the client and the business owner… and my tax accountant. My tax accountant would charge me more for collecting payments from PayPal. PayPal would charge a higher transaction fee. Printing out all the PayPal transactions cost a lot in paper and ink. And it slowed everything down. What made you decide to use MoonClerk? I was looking for a better solution and I read a testimonial on the MoonClerk website from a web designer saying how easy it was to collect payments. I tried it out for a mini-project and it worked like a dream. I haven’t used any other payment collection system for my branding services since. What was your experience when switching and getting started with MoonClerk? Switching to MoonClerk was easy. I felt like I won the time lottery. I had so much more time to do other things. I love how you can make each form its own thing. It’s so easy to create and use everywhere in my business. What do you like about MoonClerk? Everything! The forms, the thank you page option, the choices you have to individualize the entire payment process depending on what your needs are. How has MoonClerk improved or helped your business? I have 20% more time to work on things that really matter. I’ve 100% automated the payment process for my branding services. All of my clients are excited to use the MoonClerk payment link on launch day. Woohoo! Any advice for others who are in similar industries? Test it out. Make it work for you. You will NOT be disappointed. Save Save Save Save # New Feature: Limit The Countries That Appear In The Address Field At Checkout URL: https://www.moonclerk.com/new-feature-limit-the-countries-that-appear-in-the-address-field-at-checkout Product · Dodd Caldwell · 2018-07-13 When you ask payers to enter a physical address, we've now added the ability for you to limit which countries appear in the "Country" drop-down menu. ## Content When you ask payers to enter a physical address at checkout through our Additional Information section , we’ve now added the ability for you to limit which countries appear in the “Country” drop-down menu. If you are asking for physical addresses in the United States, you have been able to limit this choice by choosing the option to verify the address as a US address . However, if you are asking for addresses outside of the United States and still want to limit the choices of countries that your payers can choose from, you can do that now when you are building and editing payment forms: Once you’ve made your selections and saved everything, your payers will only see the countries you’ve chosen when they go through the checkout process: Learn more in our Help documentation. Photo by Nicolas Raymond Save Save Save Save Save Save Save Save # New Feature: Give Payers The Option To Pay A Fee URL: https://www.moonclerk.com/new-feature-give-payers-the-option-to-pay-a-fee Product · Dodd Caldwell · 2018-06-05 We’ve added a new feature to the MoonClerk - whenever you add a fee on a payment form, you can now choose to make that fee optional for your payers. ## Content We’ve just added a new feature to the MoonClerk dashboard and checkout. Whenever you add a fee on a payment form, you can now choose to make that fee optional for your payers. Previously, if you added a fee, it was always required. This feature can be useful for nonprofits and houses of worship that wish to give their donors the option to help cover the card transaction fees: It can also be helpful for any businesses that have a single add-on they want to make optional for their customers or clients: As you can see, when you choose to make the fee optional, on the first page of the checkout, your payers can click the checkbox to add the fee to their checkout. If they choose to pay the fee, it will be added to the total on the second page of the checkout where they enter their payment information. In order to make a fee optional in the dashboard, all you have to do is click “Optional” when you are editing/creating the fee on your payment form: You can also read our Help documentation for this feature. We hope this new functionality will allow you to better customize the forms to meet your needs. As always, let us know if you have any questions. Photo by kkirugi Save Save Save Save Save Save # How Redeemer Church Manchester Went From 0 To 51 Recurring Donors In Under 6 Months Using MoonClerk URL: https://www.moonclerk.com/how-redeemer-church-manchester-went-from-0-to-51-recurring-donors-in-under-6-months-using-moonclerk Customers · Dodd Caldwell · 2018-05-30 Greg Willson, pastor of Redeemer Church Manchester, tells us how MoonClerk helped his church grow from zero recurring donors to 51 in under 6 months. ## Content Greg Willson, pastor of church plant, Redeemer Church Manchester , talks with us about how MoonClerk has helped his church grow from zero recurring donors to 51 in under 6 months. Can you tell us a little about your church? Redeemer is a church in Chorlton, a neighborhood in south Manchester. Our vision is to join God as he brings new life into our community, on the individual, family, and institutional levels. The worst enemy to a community like this is ourselves! Broken people create broken systems. We believe Jesus rescues us from ourselves and frees us to live generous lives that bless others. What are your day-to-day responsibilities? We are starting a new church (called a “church plant” in church-speak). Or “startup church” in entrepreneur-speak. I’m the only employee so I basically have my hand in everything. I preach, lead our small group during the week in the Bible and prayer, meet one-on-one with people to help them grow, talk to people about how Jesus and the Bible interact with their daily worries and problems, to more behind-the-scenes things like designing the website, answering emails (all the emails!), running social media, and, of course, fundraising, which could be a complete job in itself. How did your church get started? Redeemer came to be because we saw a need in our city of Manchester. The general numbers point to about 2% of people going to any kind of church. Manchester is a big city – about the population of Chicago. It’s an amazing city and an exciting place to live. It has much to offer, but not so much in the area of Christianity. We would like to see Manchester filled with vibrant communities of faith. What did you get involved with starting your church? I received training in theology and practice of starting new churches, and I moved from the US to Manchester to start a new church here. I got connected to a larger, more established church, called Grace Church Manchester, because I didn’t want to be a lone American telling other people how it should be. I know I needed to learn the culture first, see where we could fit in and come alongside others, as well as where we could start new things that would help make our city even stronger. When I moved to Manchester we were immediately drawn to Chorlton, and I believe God is doing some wonderful things here. We’re just happy to be a part of it! What have been some key factors in your church’s growth? Personal connections: I don’t believe you can lead a church without significant relational investment in people. That’s really what the church is anyway: people. Becoming friends and functioning like a family together has helped grow us. External connections: We’re starting a new church, but most of us (myself included) come from a main mother church. That’s been massively helpful as we’ve been able to learn what to do and what not to do through their experiences. We’ve also connected decently well to other churches in our city, and that’s been helpful for the same reasons. There are churches and individuals in the US that we’ve been able to connect with as a church that will also help resource the first three years of our church’s finances. Setbacks: Not the first thing you’d think of, as it’s the opposite of growth. But what we found is that though the process of getting off the ground took longer, it forged a trenches kind of camaraderie, where we were all in this together. People who were interested but not committed upped the ante. Because of this, there was also a built-in level of anticipation once the initial setbacks were dealt with. It felt like a win for everyone! What do you use MoonClerk for? We use MoonClerk as the main way for people (in the US and the UK) to give to the church. What problems did you have with your previous donation system? Prior to MoonClerk, we used a popular system that other charities here in the UK opt for. For online payments, the system was bit of a frustration for the user. You had to go through a convoluted process to create an account, and then it wasn’t seamless to give directly after that. It was annoying and frustrating to me, and I’m the guy in charge! Giving online should be just as easy, if not easier, than giving cash. The previous system put too many boundaries between what the donor wanted to do and actually being able to do it. How did these problems affect your church? I found that people were reluctant to set up recurring giving plans, which is simultaneously what people wanted to do and what we wanted them to do. Because the system was such a frustration to set up, people either gave one-time gifts and were often inconsistent, or they didn’t give at all. Our church administrator even created a how-to PDF document detailing the steps to give, but it was all so confusing. What made you decide to use MoonClerk? 1) I spent a fair bit of time researching something that could make giving easy (as it should be). It had to look nice on a computer screen, but also be functional on a phone. So ease of use along with allowing people to log in to their own plans to edit amounts or payment methods was important. MoonClerk is all very simple. It’s also easy to embed in our website (we use Squarespace ). 2) Since we are a startup church, we don’t have a lot of money to work with, so it needed to be affordable. 3) We also needed to be able to get usable reports to track our project giving, as well as keep our financials above-board as a charity. MoonClerk hit all three of these targets on the nose. What was your experience when switching and getting started with MoonClerk? It was quite easy and everyone seemed to get it without me having to explain it. Even with other people in the US who had to switch, it has been easy. In our previous system, if there was a problem with a credit card or someone’s billing address, they couldn’t adjust it themselves, so I was often having to email people and do it manually myself. So, MoonClerk’s system has saved Redeemer time as well, which is great. What do you like about MoonClerk? I like that MoonClerk helps people do what they already want to do: give to our mission as a church. That, by itself, should be an easy thing to find, but it’s not! How has MoonClerk improved or helped your church giving? Since we were starting from scratch, it has helped immensely! In September 2017 we had 0 recurring plans, but with MoonClerk, by February 2018 we had 51 recurring plans created. MoonClerk has helped us take advantage of opportunities as well. People who send me a text asking how to give monthly can get a text back from me to our giving page on our site. From their phone, they can set everything up, no hassle, no friction. If I had to give them a 23 step process that included going to their laptop and sending carrier pigeons to London they would either wait longer to set up a plan (and we’d lose some gifts) or they wouldn’t set one up at all. Any advice for others church planters? If you are starting a new church, giving is an area you have to think about. Online recurring gifts are the best way to go, not just for your church, but it’s also the main way people would like to give. But you’re a pastor, you don’t want to spend all of your time with financial stuff, sorting out problems and updating spreadsheets. Money is an important area, but it’s not the most important. Find something that works well, does what your donors want to do, and helps save you time. MoonClerk has been that for us, and it doesn’t hurt that it’s also affordable. Save Save Save Save Save Save Save Save # New Feature: Accept Bank Account Payments With ACH URL: https://www.moonclerk.com/new-feature-accept-bank-account-payments-with-ach Product · Dodd Caldwell · 2018-05-21 We’re happy to announce that ACH / Bank Account payments are now available to all US-based MoonClerk accounts! ## Content We’re happy to announce that ACH / Bank Account payments are now available to all US-based MoonClerk accounts! Automated Clearing House or ACH payments allow you to receive debit payments directly from a payer’s bank account instead of them using credit or debit cards. Pricing For ACH payments, our third party payment processor, Stripe , charges 0.8% with a $5 cap. This rate is much lower than the standard 2.9% + $.30 per transaction for debit/credit cards, making ACH / bank payments a great option for large volume transactions. Accepting ACH Payments In order to begin accepting ACH payments on a payment form, all you have to do is click a button : Checkout Process Once you do that, your payers will see the option at checkout to pay directly with their bank account: After your payers enter their bank information, we’ll send them further instructions on how to complete the checkout, which includes them verifying their bank account by entering 2 temporary micro-deposits Stripe will make into their account. Learn more about what the entire checkout process is like for payers. Transfers Once a payer completes the checkout, the first ACH payment and every subsequent one (if part of a recurring plan), takes up to 5 business days to receive acknowledgment of their success or failure. Because of this, ACH payments take up to 7 business days to be reflected in your available Stripe balance. Payment Method Switching Currently, if you have payers with existing recurring plans, we do not have a way for you to change their payment method from a credit/debit card to a bank account. You would need to have them complete the checkout experience again using ACH. In addition, we don’t currently have a way for you or a payer to update or change their bank account information. The recurring plan would need to be canceled and they would need to check out again. Differences between ACH and Card Payments Also, because banks handle ACH payments differently than card payments, there are differences to consider. Some of those are: It is more difficult for your customers to dispute your charges If a dispute is approved, there is no way for you to contest the dispute You can only issue refunds within 90 days of the original payment Refunds can take 2-5 business days to appear in your payer’s bank account If a payment on an ACH recurring plan fails, the system does not attempt to charge the bank account again If you have a new Stripe account, you may initially be limited to $2,000 per transaction. You can contact their support team to ask for this limit to be lifted. Changes to Exports As part of the process of adding ACH payments, we also had to make some changes to our exports. If you are exporting payment or plan information and using that spreadsheet to automate processes in your business, please note that some of the columns in the spreadsheets have changed. We have changed the number/order of columns as well as the titles for the columns that pertained to cards. If the column information does not apply (ie. Expiration for bank accounts), that cell will be blank. Here is an example of the old columns for payment information on a Payments export: And here are the new columns for payment information on a Payments export: Changes to Notifications, Zapier, and the API In adding ACH payments, we also had to make some changes to our API, our notification system, and our Zapier integration. If you’re using any of the advanced functionality of these features, there is the potential these changes may affect you. We’ve changed the text for all default notifications so they read correctly regardless of whether a payer has checked out with a card or a bank account. If you have already customized the text of your email notifications and you choose to use ACH, you might want to check them to make sure they still read smoothly and don’t just refer to “card” payments. If you are using Liquid Variables to customize your email notifications, if you are using our Zapier Integration , or if you are using our API , all of your existing variables and data-points will still work and are backwards compatible. However, we do have new variables and data points that replace the old card-specific ones, if you’d like to makes changes moving forward. Anything that referred to “card” before now refers to “payment_source”. For example: `plan.card.last4` is now `plan.payment_source.last4`. When you check the documentation for the Liquid variables, our API, and as you’re creating Zaps, you’ll see the updated variables and data points. Feedback We hope being able to accept ACH / bank account payments will be beneficial to your organization. As always, if you have any questions, feel free to reach out to us at help@moonclerk.com . # How MoonClerk Helped Yogalates London Grow 50% In 6 Months URL: https://www.moonclerk.com/how-moonclerk-helped-yogalates-london-grow-50-in-6-months Customers · Dodd Caldwell · 2018-05-08 Beth Morgan, founder of Yogalates London, talks with us about how using MoonClerk to accept payments helped grow her revenue 50% in just 6 months. ## Content Beth Morgan, founder of Yogalates London , talks with us about how using MoonClerk to accept payments helped grow her revenue 50% in just 6 months. Can you tell us a little about what your organization does? Hi! My name is Beth. I teach Solomon Yogalates in London. Solomon Yogalates is an award-winning exercise system that hand-picks the best, and most importantly, safest elements of traditional yoga and Pilates, to create a dynamic fusion of East and West that is accessible to the wider population, not just the accomplished few. Yogalates combines the postural and core strengthening work of Pilates with the physical, mental and spiritual practices of Hatha yoga to help us reconnect and bring balance back to body, mind, and breath. I run classes, weekend retreats, half-day workshops and offer private Yogalates tuition in and around London. I launched my first Yogalates London retreat in Tuscany, Italy last year, and am excited to be holding the first UK based Yogalates retreat in the English countryside this September! What are your day-to-day responsibilities? When I am not teaching or on my yoga mat, I am usually found lesson planning, answering emails, updating the website, interacting on social media, or composing e-newsletters to my mailing list. How did you get started? After many years spent practicing Yogalates DVD’s whilst touring abroad as an actress, I decided to train as a Yogalates teacher in 2014 with the founder herself, Louise Solomon. Since then my passion for learning and growing as a teacher has taken me around the world, even to Rishikesh, India, where I completed my advanced yoga teacher training with Yoga Alliance. What have been some key factors in your organization’s growth? Working with a yoga-specific business coach last year (Amy McDonald) has been central to the growth of my business, giving me great tools to expand and actually increase my income by 50% within a year. Having a great website with professional photos and an easy-to-use online payment system have all been important factors in welcoming new clients. Developing a consistent social media presence has also helped me reach more people. What do you use MoonClerk for? I teach in several different venues and work with clients in a variety of different ways – retreats, term group classes, and one-to-one tuition, etc., so find it very useful to have an easy, professional looking, and personal interface with which to receive one-off payments from clients in advance of working with me. What made you decide to use MoonClerk? A friend recommended I try MoonClerk. So glad I did! It is such a user-friendly platform and very reasonably priced. What was your experience when getting started with MoonClerk? I found the setup really easy and simple. At no point did I feel out of my depth even though I’m a bit of a techno-novice! What do you like about MoonClerk? I was pleasantly surprised by just how user-friendly MoonClerk is for both me and my clients. I love being able to customize the checkout with the Yogalates London brand colors and fonts, etc., making the payment process personal to my business, and how professional looking everything is. It’s a nice touch and reassuring for new clients especially. Also, when I want to offer a client a discount on one of my regular packages it’s very easy to establish a ‘coupon code’ that the client can simply use at checkout to get their 10% off, for example. How has MoonClerk improved or helped your business? Taking online payments through MoonClerk has increased my business income by about 50% over the past six months. Working with a professional interface like MoonClerk has helped me bring my business to the next level. Any advice for others who are in similar industries? Having an online payment system has been the biggest turning point for my business. It’s very easy and safe for clients to pay online in advance, which takes the pressure off. I don’t need to worry about clients canceling or not being able to pay the costs at the studio spaces I rent. Having great terms and conditions also helps prevent financial loss. I love that MoonClerk handles this side of things too, with an easy link to my website’s ‘Terms and Conditions’ and a tick box to confirm each client has read and agreed to my terms and conditions before making a payment. Really helpful touch…saves me so much time! # MoonClerk Checkout Improvements URL: https://www.moonclerk.com/moonclerk-checkout-improvements Product · Dodd Caldwell · 2018-04-23 Due to changes in PCI Security Standards, our third party payment processor, Stripe, introduced Stripe Elements to comply with these changes. Effectively, the credit card input fields on the MoonClerk payment form have moved from MoonClerk's server to Stripe's servers. ## Content Due to changes in PCI Security Standards, our third party payment processor, Stripe , introduced Stripe Elements to comply with these changes. Effectively, the credit card input fields on the MoonClerk payment form have moved from MoonClerk’s server to Stripe’s servers. This move also comes with some styling and user interface improvements. The Card Details field on the second step of the MoonClerk checkout has changed to one line and is now predictive. Here is the New Card Details field: And here are the old Card Details fields: As you can tell, the Card Details field has consolidated to one line from two lines (or three if you had chosen to ask for a Zip Code.) Now, as your payers enter their card information, the field will detect if there is a zip code required for the card (if the card is based in the US) or if there is a Postal Code required (for certain other countries) and will add that to the field on-the-fly after the CVC area. So, if you live in an area that has zip or postal codes attached to cards, the field will always ask for them. However, if you want to make sure that you are verifying cards against those zip or postal codes for additional security purposes, you’ll need to check your Stripe settings to make sure you are doing so. If you are interested in doing custom development to change the design of the Card Details field, you can read out our Help documentation on how to do that. Save Save Save Save Save Save Save Save # Wix And MoonClerk - Setting Up Recurring Payments URL: https://www.moonclerk.com/wix-moonclerk-setting-up-recurring-payments Product · Dodd Caldwell · 2018-03-09 If you use Wix for your website, we want to make setting up recurring payments easy for you by helping you embed MoonClerk forms in your Wix pages or posts. ## Content We have a lot of customers who use Wix to build their websites. If you’re one of them, we want to make it easier for you to set up recurring payments on your website by embedding your payment forms into your Wix pages or posts. To start everything off, you’ll need to already have created your MoonClerk account and created a payment form. Once you’ve saved your payment form, it’s really as easy as copying and pasting some code into your site. Here’s a quick video walkthrough for using your MoonClerk form link on a Wix website: Here’s a video walkthrough for embedding your MoonClerk form onto your Wix website: If you’d like, you can also go through the written tutorial below. Let’s get started with integrating MoonClerk into Wix websites: After you’ve saved your MoonClerk payment form, select “Use” from the menu. There are a few different options for using MoonClerk payment forms on Wix websites. You can place a link on your site, you can embed a payment form on your website so visitors don’t ever have to leave your site, or you can place a button onto your site. In this short tutorial, we’ll go over how to link to the form within your site, as well as embed a form on your site. Let’s start by linking a button to your MoonClerk form: Once you have copied the link from your desired form, head over to your Wix website where you want to place the link. In this case, we’ll be using a Wix button to link out to our MoonClerk recurring payments form. To open the editor, click “Change Text” on the button you’d like to link to your MoonClerk form. A box will appear titled Button Settings . Click the section that reads, Add a link . Now, a second Wix box will appear, this one titled, What do you want to link to? You’ll select the radio button labeled Web Address and then paste your MoonClerk link into the box to the left and click Done . Click Save in the top right corner of the Wix page. Now you have a button linking to your MoonClerk form on your Wix website! Success! This is the form your payers will be taken to after clicking your Wix button: Now let’s embed a MoonClerk form into your Wix website so your payers don’t leave your site: We’ll start on the Use page of your desired MoonClerk form. Copy the embed code from the Use page onto your clipboard Once you have copied the code from your desired form, head over to the page on your Wix website where you want to place the form. Click the Add button in the left hand bar. Select More from the blue navigation bar on the left. Then, choose HTML code. Once you’ve clicked HTML code , a grey box will appear on your page. Drag that box to the desired location on your page. Once positioned to your liking, click Enter Code. Now, another box will appear, labeled HTML Settings . Select the radio button for Code and then copy and paste your MoonClerk embed code into the box below. Click Apply. Click Save , then Publish in the top right-hand corner of the page. Congratulations! You’ve just embedded your MoonClerk form into your Wix website! This particular form has already received some design editing within the Theme section of MoonClerk to make it match the style of the site. Here’s our finished product: And that’s how you can use MoonClerk for setting up recurring payments with Wix websites. Keep in mind that Wix offers a great ecommerce platform. MoonClerk doesn’t offer ecommerce software. We offer the ability to accept recurring and one-time payments. So, some MoonClerk customers use Wix’s ecommerce system along with MoonClerk’s recurring payment forms. When they need to keep track of inventory for single items they sell (and use other ecommerce features,) they use Wix for that portion of their business. Here’s where they may use MoonClerk for: 1) They’re a nonprofit and want to accept recurring donations 2) They’re a business and want to sell subscriptions (maybe an of-the-month club) 3) They’re a service business (like a gym) and want to charge customers on a recurring basis Your customers can check out on Wix’s ecommerce system for the single items and can separately check out on MoonClerk payment forms for recurring payments. Save Save Save Save Save Save Save Save Save Save Save Save Save Save Save Save Save Save # MoonClerk Now Integrates With 1,000 Other Web Tools URL: https://www.moonclerk.com/moonclerk-now-integrates-1000-web-tools Product · Dodd Caldwell · 2018-01-10 MoonClerk now connects to 1,000 other web tools, thanks to our Zapier integration. With workflow automation tool Zapier, you can set up your own codeless integrations called “Zaps”. ## Content We know that getting your work done requires many different web tools. In fact, the average business uses between 10 and 16 apps. You have your email app, CRM, note-taking tool, cloud storage tool, team communication app, along with project management tools and various to-do lists. Sometimes, it can be a struggle to get them all working in tandem. Now that MoonClerk has 1,000 integrations, you can choose your favorite tools and easily integrate them with MoonClerk. MoonClerk now connects to 1,000 other web tools, thanks to our Zapier integration . With workflow automation tool Zapier , you can set up your own codeless integrations called “Zaps”. Zaps will automatically send information from one tool to another, so you’ll spend less time manually transferring data between your business tools and can dedicate more focus to creative, big picture tasks. No matter what other apps you use, chances are MoonClerk integrates with them via Zapier. Here are some of the most popular integrations that MoonClerk users already use to be more productive. The New Year is the perfect time to evaluate your processes and find ways to boost productivity. Try out some of the Zaps above or view more ways to integrate MoonClerk. Save Save Save Save Save Save # How BJC Branding Automated Their Back-Office With MoonClerk URL: https://www.moonclerk.com/how-bjc-branding-automated-their-back-office-with-moonclerk Customers · Dodd Caldwell · 2017-12-11 Bryan Caplan, of BJC Branding, tells us how switching to MoonClerk’s automated billing system saved him countless hours in back-office work. ## Content Bryan Caplan, CEO of BJC Branding , talks with us about how moving away from manual invoices to using MoonClerk’s automated billing system has saved his business countless hours in back-office work. Can you tell us a little about BJC Branding? BJC Branding is a digital marketing agency with offices in Boston and Tampa. Our primary focuses are email marketing, web design, and local search listings and reviews. What are your day-to-day responsibilities? As CEO, my primary focus is finding new strategic alliances, trusted partner vendors, and lead generation opportunities. I also head up our sales department. In addition, I work with our COO to ensure we’re maintaining high levels of customer satisfaction while identifying new processes and procedures to streamline our internal resources. How did your business get started? We began BJC Branding originally out of adversity. After the market meltdown, I was out of a job and newly married. I had to make a change. So, I decided to take everything I learned from working in the digital marketing industry and turn that into an opportunity. Things started off slow and bumpy, but once I began presenting for Constant Contact, sales picked up. I then partnered with Jake Burns who had his own company and together we’ve built the business to nearly $1 Million a year in sales. What have been some key factors in growing your business? Frequency. Consistency. Meaning. These are the things we strive for as a digital marketing team. We look to engage client leads and customers on a frequent basis with consistent messaging that holds meaning and drives engagement. I have also found that partnering with great companies like Constant Contact and becoming a national presenter for Google gives our company the credibility it needs to clients, big and small alike. That’s why we were so happy to find Moonclerk. The platform has been a perfect match and much-needed addition to our team. I cannot begin to say how many hours MoonClerk’s automated billing system has helped us save. What do you use MoonClerk for? We use Moonclerk for nearly all of our individual and recurring client payments. We began with Moonclerk out of necessity. Previously, 75% of our billing was handled by Constant Contact. After they brought their outsourced email marketing service in-house for cost savings, we needed to find a way to easily and inexpensively keep track of hundreds of clients. If we didn’t find Moonclerk, we would have likely lost clients due to billing issues and spent needless hours on invoicing. Before MoonClerk, did you use another payment system? Previously, we used QuickBooks, but it just did not provide the seamless integration or features we needed for professionalism. The biggest problem we hit was in having the whole team know who was paid in full and who wasn’t. It created this revolving loop of questions and inconsistency. We no longer have that issue with MoonClerk. It also opened us up to liability by handling clients’ credit card information. We still use QuickBooks for bookkeeping, but we no longer use the platform for billing. We made the move to MoonClerk because it was so much easier to create branded payment pages and keep track of discount codes, various services, and give our team piece of mind. It also reduces our liability in handling credit card information. What made you decide to use MoonClerk? We chose it because an associated business of ours, Privy.com, used the platform. MoonClerk integrates perfectly with our Squarespace site and it is easy to use. Basically, MoonClerk’s platform checked all of the boxes we needed to drive consistency in payments and real-time team notifications. What was your experience when switching and getting started with MoonClerk? MoonClerk was very easy to learn. I don’t recall having anything more than basic questions that were easily overcome. What do you like about MoonClerk? I love how easy MoonClerk is to scan accounts for payments – who paid, whose card failed, and even how to refund. The platform has been impressively easy to use, while providing all of the power to handle a range of coupon codes, service types, and implementation needs. How has MoonClerk improved or helped your business? The two main ways Moonclerk has supported our business is through the automated payment system and time savings. By knowing who has paid and who had an issue with their payment, we can either continue delivering service or quickly resolve the issue, respectively. That saves internal time as well as time with clients who may be behind on a payment. Any advice for others who are in similar industries? Simplify. Stop using an individual invoice for every transaction. Find ways to automate billing across your client base. That is true even if you must reduce pricing. The time savings and payment headaches you save will easily make up for any discounts you need to provide. # How Using MoonClerk Has Helped PBMA Grow Its Membership URL: https://www.moonclerk.com/how-using-moonclerk-has-helped-pbma-grow-its-membership Customers · Dodd Caldwell · 2017-10-30 James Stanfill, president of the PBMA, tells us how using MoonClerk to accept payments has helped grow his organization's membership. ## Content James Stanfill, president of The Professional Bicycle Mechanics Association (PBMA) , talks with us about how using MoonClerk to accept payments as well as PayPal has allowed him to grow membership in his organization. Can you tell us a little about PBMA? The Professional Bicycle Mechanics Association (PBMA) is a newly formed trade organization focused on education, advocacy and promotion of bicycle mechanics. What are your day-to-day responsibilities? As the president of the association, my day-to-day responsibilities encompass many things including building our website, visiting partners, handling phone calls and meetings, and even working on bikes! How did your organization get its start? The PBMA began just over a year ago as an idea. Today we have 700 individual members and nearly 200 business partners. How did you get started with PBMA? I am one of the founders of the PBMA. It began as a thought and as I reached out to a few people whom I felt had similar beliefs we began to look deeper and harder at making something real. What have been some key factors in your organization’s growth? The internet has certainly helped. As more consumers are purchasing everything online there is an important need to ensure they have people and places to find service, ask questions, and gather additional information. What do you use MoonClerk for? We use MoonClerk for any type of payment – from our webstore to membership. With these, the user has the option to pay with PayPal or a “standard” credit card payment, which is the MoonClerk interface. For our technical workshops, all payments are 100% processed by MoonClerk. We explored building our own portal with the payment processor, Stripe , but decided MoonClerk was an easy and practical solution. Before MoonClerk, did you use another payment system? We used PayPal exclusively before discovering MoonClerk. We still use PayPal, however, their lack of form builders and their focus on buttons was a real drawback. We actually had people who wouldn’t join the association because of the singular PayPal payment option. What made you decide to use MoonClerk? We choose MoonClerk for its ease of integration and simple form builder. It saves us a lot of time. What was your experience when switching and getting started with MoonClerk? As with anything, we made a couple mistakes but it was way easier to fix than diving into a self-built payment portal and tweaking that! What do you like about MoonClerk? MoonClerk is simple, quick, easy-to-use, easy-to-integrate. It’s a time saver. How has MoonClerk improved or helped your business? I’d estimate 1/2 of all our transactions are now processed through MoonClerk. # 35 Subscription Ideas To Jumpstart Your Business URL: https://www.moonclerk.com/subscription-ideas-to-jumpstart-your-business Business · Dodd Caldwell · 2017-10-12 We’ve put together a massive number of subscription businesses you could start right now or add to your existing offerings to bring in more money. ## Content Whether you already have a business or are just starting out, adopting a subscription model can help you achieve consistent, month-to-month revenue. With a simple recurring payment system , your clients know exactly what to expect and when to expect it. If you offer a subscription box , your customers can simply sit back and anticipate its arrival. If you offer a recurring service, they can schedule their regular time of service and not have to worry about when their next payment is due. We’ve put together a massive number of subscription businesses you could start right now or add to your existing offerings. 1. International Snack Sample Box Just about everyone loves snacks. However, eating the same snacks all the time can become incredibly dull. Enter the international snack box. There are a lot of different ways you could go with this. Your box could specialize in candy from a particular country or region. You could even go out and find savory snacks, or snacks with fruit themes. Not only will your subscription boxes help your subscribers break up the monotony of their day to day lives, but they can look forward to them as a once or twice a month treat. 2. Healthy Snack Subscription Box In contrast to an exotic snack box, you could offer healthy options. These could cater to the dietary needs of your clientele. Finding snack options that adhere to specific guidelines can be exhausting for those who follow special diets or have allergies. They would be more than willing to have you take on that challenge for them. Gluten-free, vegan, nut and dairy free, or low-sugar are all great starter options. This also always you to branch out over time. 3. Fresh Herb Subscriptions If you have a green thumb and a knack for growing herbs, this could be the ideal business for you. It may be best to start local due to the shelf-life of herbs. Your first clients may be members of your local CSA or cookbook society. 4. Fresh Mushroom Delivery Mushrooms are a fantastic health food. They can be used in nearly any kind of cuisine for every culture. If you happen to have an active vegan or vegetarian community nearby, you already have a hungry clientele. Mushrooms aren’t too hard to grow, come in a variety of different shapes and tastes, and don’t take up much space. Selling mushrooms via subscription can help guarantee that your harvest will never go to waste. In addition to fresh mushrooms, dried and medicinal varieties are also an option. 5. Farmshare or CSA-Style Box If you happen to be lucky enough to have a small farm or orchard, choosing an “all you can pick” subscription model can help reduce labor and transportation costs while boosting revenue. A variety of profitable, growing farms have experimented with a recurring, season-pass type subscription. If you would rather box up and deliver the produce you grow, following the tried and true Community Supported Agriculture model can help guarantee income season to season. Including recipes with your boxes can help home cooks make the most of their new found bounty. 6. Spice Mix Bundles Don’t have a green thumb but love to cook and experiment with different types of cuisine? Offering a recipe subscription with pre-mixed spices could be your perfect niche. Sometimes adventurous cooks can be too busy to find a new recipe and stock up on the rare ingredients needed to make it. You can do that for them. Bundling just the right amount of spices and a recipe with a shopping list of easier to find ingredients could make a worthwhile subscription. 7. Hobby Newsletter If you happen to be an ace with words or have connections in a local hobby community, putting together, an information-packed newsletter could prove profitable. Your newsletter can include reviews of suppliers, how-tos and plans, information about gatherings or events, and much more. 8. Community Events and Deals Magazine If you live where there is a thriving community of local businesses (or know of such a community) creating a digital or print magazine or circular with local events and deals might be something people would subscribe to. Not only would they get a discount at new local businesses (or their favorite lunch spots) they will always be in the know. This can be especially useful in a college town. 9. Collection of Daily or Weekly Challenges Some people need help getting started with their projects. By creating a group that thrives on a little healthy competition you can give them that boost. All of your subscribers will get the same challenges every day, week, or month. Then, if someone does exceptionally well, they could earn prizes or win a special shout out. 10. Accountability Calls In a more personal way than the suggestion above, offering a subscription for supportive “accountability calls” can help people stay on track with their goals. If you are already a life coach or are considering life coaching, this could be something to consider. 11. Equipment Rental Do you happen to have some sort of equipment you could rent out? Are you interested in renting equipment? This doesn’t have to mean construction equipment or power tools, either. You could rent out art and production supplies like 3D printers, CNC machines, or kilns. You could even set up a “maker space” or workshop that people could buy a subscription to use. 12. Media Rental As opposed to equipment, you could rent out media. This could be a local lending library of music, movies, anime, or children’s programming. It could be language learning programs or software. If you have the resources, chances are you could create a subscription-based rental system. 13. Private Library If rare or expensive books are a passion of yours, creating a private library could be a perfect fit. In this case, especially if you are dealing with rare books, don’t forget to buy insurance. As an alternative option, if you would rather spare your collection, you could curate books for your clients. Though everyone may be able to make time to read, finding the best books can be tedious. Your subscription could be the best-personalized book club anyone has ever joined. 14. Craft Kits If you happen to be a master at crafting, jewelry making, knitting, or any similar hobby- creating small kits could be for you. For just $20 to $30 on average, your clients can opt to be sent a small kit with a project or two every month. These kits could be in a particular category or range all over the craft project spectrum. Kid-friendly boxes are another option. 15. Childcare and Babysitting On the subject of children, adding an automatic subscription to your child care offerings is an excellent idea. Parents, especially, could use one less thing to worry about. 16. Pre-Made Meal Service Meal prep is gaining in popularity. For so much a week, a certain number of meals are delivered to each of your subscriber’s homes. Those meals will, ideally, be the perfect balance of healthy and delicious. They will ease the burden of preparing a nutritious meal after a long day at work. Alternatively, some subscriptions offer meal delivery to people at work. 17. Meal Plan Subscription If you would rather not handle food directly, creating easy meals plans is another way to help ensure your clients are eating better. Meal plans can be delivered via email or standard post. They should include a schedule, recipes, and shopping lists as well as any budget-wise and prep tips you can offer. 18. Pet Treats People love their pets and pets love treats. Providing a selection of pet treats delivered to their door can make a pet lover’s day. You don’t have to limit yourself to just dog treats, either. Rabbits, birds, and even chickens enjoy an occasional treat. 19. Pet Toys In the same vein as pet treats, you could offer a selection of new toys every month. BarkBox is the most famous example. A fresh selection of toys is necessary for anyone whose pet enjoys their toys to pieces. It’s also required if your pet’s toys are designed to be chewed up by the end of the month – like those for hamsters and rabbits. Birds need a constantly rotating choice of toys, too. A subscription service makes it easy for pet owners to fulfill their pet’s needs. 20. Routine Pet Care (Or Plant Care) Taking care of pets while their owners are at work or out of town is a regular, necessary expense. The same goes for dog walking. House plants may require less work than pets, but watering and pruning them can require a delicate, expert touch. For those who like the benefits of houseplants without the fear of killing them, this subscription is perfect. 21. Vitamin Subscriptions From month-to-month, about 68% of American adults take at least one vitamin or supplement, according to a study by CRN. This trend looks to be increasing, too. Taking care of your health is important- everyone knows that. With a vitamin subscription, you can make it easier for people to do exactly that. 22. Lawn Care Lawn care is a necessary expense for nearly every homeowner in the country. By offering your lawn care services on a set subscription plan, you can reduce monthly costs, even if your services are seasonal. This works similarly to a payment plan and gives your customers a stable monthly bill. 23. House Cleaning House cleaning is a perfect industry for the subscription model. By allowing your customers the convenience of paying automatically and online, they never have to worry about having cash on hand of being at home while you’re at work. 24. Unique Stationery and Greeting Card Subscriptions There is no invitation, card, or thank-you note better than one that is handwritten or thoughtfully crafted. By offering a subscription with a selection of carefully chosen and unique cards, you ensure that your subscribers are always prepared. 25. Cocktail-of-the-Month A unique twist on the older concept of the “wine of the month club.” A cocktail of the month (or week) subscription provides everything your customers need to make up a few fancy drink and unwind. These subscriptions may come with or without the alcohol, may offer “virgin” options, and can even come in different sizes for a regular party of just a simple evening at home. If you are interested in this opportunity, remember to do your homework when it comes to state laws and shipping restrictions. 26. Fresh Flower Subscription As a florist or flower arranger, choosing to offer a fresh flower delivery subscription is a smart idea. Not only could it appeal to romantically inclined customers but it can also boost the success of local businesses. In fact, plants in the workplace, especially flowers, can help promote the health and motivation of those that work there as well as impress customers. 27. Mastermind or Critique Group Offering a subscription to a select group or club is another option for those who would rather not deal with a physical product. A “mastermind” is typically a group of business people who get together to discuss their most recent successes and failures as well as new tactics and trends. In contrast, a critique group is usually a gathering of writers or artists looking to improve their work. They get together and swap ideas for new projects and pitch collaborations. The entry fee ensures the health of the group and helps cover part of the cost for vetting potential members, finding a meeting space, and providing refreshments or business opportunities. 28. Curated Playlists and Karaoke For those who love music, providing curated playlists to eager listeners can be a dream job. By offering new music in the form of digital downloads or physical CDs, your subscription can provide inspiration and motivation. If you happen to have a passion for Karaoke, you can turn that into a subscription, too. You can offer tracks and lyrics for download each and every month. Alternatively, you could create a subscription that grants access to your entire catalog. 29. Fresh Beauty Samples Box Offering beauty samples can help your subscribers find the perfect products for them. That can be incredibly hard to do any other way. Finding new products is essential as people age and their skin changes. Not only that, but aside from the necessities, skin care and HBA boxes provide fun and novelty experiences like masks, and balms that produce cooling and tingling effects. 30. Mentoring, Lessons, and Advice From tutors to piano teachers, offering your hard-earned skills and advice on subscription can make things easier for you and your clients. 31. Online Classes Online courses can be offered piece by piece with new modules unlocked every month or on a “go at your own pace” model where all of the content is available, but you pay for access each month. Both of these are valid models no matter who your students are. You could offer art lessons, craft tutorials, therapy sessions, or traditional subjects. 32. Tea Sampler Tea, especially herbal and blended tea, comes in more variations than most people can imagine. Not only can you offer a subscription of seasonal tea samples but you can include information and insights about where and how the tea is harvested. Further, your tea boxes can include tea accessories and even a discount to a tea-specific online shop if you have one or would like to have one. 33. Specialized Information and Lists Creating a list of obscure contacts or information could be worth quite a bit to the right buyer. Companies like World Wide Brands offer a wholesale directory on subscription. Many websites with drop shipping contact information offer the same. You could also offer your skills as a researcher to those looking to set up a business or find a new supplier in a particular space. 34. Regular Order Subscription or Lunch Club Have a restaurant or local lunch spot? Own a coffee shop with regular customers? Introducing a monthly subscription can speed up day-to-day operations. Your clients will pay ahead for their daily coffee or a certain number of credits and simply stop in to redeem them. Then they can be on their way, and you start the month with a much better cash flow outlook than you can expect now. 35. Spa Day Subscriptions and Massage Packages Offering a subscription for spa services can encourage your customers to stop in on a more regular basis. Subscriptions could consist of a particular service or allow your customers to choose one or two options from a short menu. The program can also be tiered. Subscriptions Can Fit Any Industry These suggestions are just the tip of the iceberg. If your business offers any item that your customers might need to replace, in whole or in part, you have the makings for a great subscription. The same goes for any industry that thrives on recurring services. If you can think of something you use and purchase regularly, there’s an opportunity to make that process more convenient for everyone else who does the same thing. Save Save # How Sue Rasmussen Integrates MoonClerk + Squarespace + ConvertKit To Improve Her Business URL: https://www.moonclerk.com/how-sue-rasmussen-integrates-moonclerk-squarespace-convertkit-to-improve-her-business Customers · Dodd Caldwell · 2017-10-10 Business coach, Sue Rasmussen, tells us how using MoonClerk, Squarespace, and Convertkit together helps save hours of time and streamline her business. ## Content Life and business coach, Sue Rasmussen , talks with us about how she using Squarespace to power her website, Converkit to power her email automation, and MoonClerk to process her payments, helps her save hours of time, improve her client experience, and streamline her business. Can you tell us a little about what you do? My name is Sue Rasmussen, and I coach entrepreneurs to increase their productivity, passion, and profit by doing less and accomplishing more. I’m a master coach, EFT practitioner, and international best-selling author. What are your day-to-day responsibilities? Most of my time is spent coaching and leading my entrepreneur groups. I made a decision years ago that I wanted my business to be simple, streamlined, and utilize technology as much as possible to handle many of the logistical aspects of running a coaching business. I love technology, and part of the fun in being an entrepreneur, for me, is finding and implementing the right suite of tools to do the things I need done. How did you get started? I’ve always been interested in improving processes and being an entrepreneur and decided to get trained as a business and life coach to work with other entrepreneurs. I started coaching in 1998, and over the years my work has evolved into what I do now. What have been some key factors in growing your business? I’ve spent years learning how to grow a coaching business and applying what I’ve learned. One of the key factors for me has been getting very clear about what I help entrepreneurs do so that I can make sure I’m the right fit for my clients and vice versa. I recently wrote a couple of books that have helped me reach a larger audience with my message. On the operations side, using automation tools like MoonClerk have been key in saving an enormous amount of time, in addition to making the purchase and onboarding process seamless. What do you use MoonClerk for? I use MoonClerk for 100% of my payment processing functions, including recurring payments for my longer term programs. I love how simple MoonClerk is… I was able to start using it immediately with almost no learning curve, and that makes it very appealing to me. I love that it integrates with ConvertKit, so I can set up my autoresponder series so easily. It definitely improves the client experience; they get program information right away once they’re registered for the group, and I know they’re taken care of. Before MoonClerk, did you use another payment system? Many payment processing systems work just fine, but setting them up and using them is not always easy. I remember many frustrating experiences trying to get something seemingly simple set up! But honestly, MoonClerk is so incredibly easy to use and makes the process of handling payments even fun. Once I started using MoonClerk, I seriously can’t imagine using anything else. How did these problems affect your business? Anything that takes extra time and energy, anything that increases frustration, is not something I’m interested in for my business. I teach my clients to clear out everything that drains their energy or that isn’t working well in their business, and I do the same thing in my own. What made you decide to use MoonClerk? It was like a cascading waterfall. I first switched my website platform to Squarespace, which I love. Then I changed to Stripe for accepting debit and credit card payments because it was one of the payment processors supported by Squarespace. However, even though I’m fairly “techie” I didn’t want to deal with designing the checkout process to go along with Stripe, figure out how to send out automated messages after purchase, and so on. But I did need a simple, elegant way that my clients could sign up using one-time or recurring payments. After doing a little research, I discovered MoonClerk and it was exactly what I was looking for. Plus, it also integrated with my email automation tool, ConvertKit, so I could easily set up the client registration experience from start to finish. What was your experience when switching and getting started with MoonClerk? I was expecting a complicated learning curve, so I was pleasantly surprised to find out how incredibly easy using MoonClerk is. I know how challenging it is to create something that is simple, yet works so well, so kudos to the folks at MoonClerk! What do you like about MoonClerk? I love how simple and elegant it is, how easy it is for me to quickly set up check-out options for recurring payments, and how it handles everything so cleanly. How has MoonClerk improved or helped your business? MoonClerk has saved me hours and hours of learning curve time and energy. It has been quick to set up, super easy to use, and has the functionality that I need it to do. I love it! Any advice for others who are in similar industries? I highly recommend MoonClerk… it will make your payment processing so easy! Save Save Save Save # 8 Tactics For Converting Free Customers To Paying Customers URL: https://www.moonclerk.com/tactics-for-converting-free-customers-to-paying-customers Business · Dodd Caldwell · 2017-10-01 If you’re asking yourself how to convert free customers to paying customers. Here are 8 tips for converting those free trials into loyal customers. ## Content One of the ways companies attempt to acquire new customers and earn their loyalty is through free trials (sometimes called “freemium plans”). However, only about 15-20% of free trial users typically sign on to become paying customers, which begs the question: How do you convert free customers to paying customers? If you’re asking this question with your own company, here are 8 tips for converting those free trials into loyal (paying!) customers. 1. Give Customers A Sense of Urgency Creating a sense of urgency for customers – the feeling that they’ll miss out if they don’t sign up for a product or service – is often accomplished through a free trial period. A person has the chance to try your product for a limited period of time, and during that time they fall in love with the service and decide it’s worth the investment to keep it. If you offer a free version and a paid version of your product (as with, for example, project management software), one way to convert that free customer into a paid customer is to offer a free trial of your paid version for a limited time only. Putting a limit on your trial gives the customer a sense of the product, which will encourage them to hang on to it as their trial period comes to a close. The most effective time limit will depend on your product or service, and it may take some tweaking to figure out what works best, but as a general rule, the following seem to be effective time limits (with some companies who use this approach): 7 day free trial ( Starz , Aaptiv ) 14 day free trial ( Ancestry , Playstation Plus ) 30 day free trial ( Hulu , Spotify , Hootsuite ) 2. Try a Promotional Period Another proven approach is to offer a promotional period of a product, rather than a free trial. A promotion is different in that it is a limited period time in which someone can sign up for a service or product and receive a promotional gift or service. The strategy behind this is that if that promotional gift or service is appealing enough, a prospective customer will sign up for fear of missing out on the promotional period. You see this with cable services all the time. A flyer shows up in your mailbox, telling you that if you act fast, you can receive the first year for only $29.99 a month when you sign a two year contract, or something along those lines. With a subscription service, this might look like offering a free or highly discounted gift when a customer signs up. Disney Movie Club does this by offering four movies for a dollar when you sign up. For movies that typically cost upwards of $15 a piece, this is a great deal, and gets customers in the door. 3. Use Email to Your Advantage In addition to offering free trials or promotional periods, one of the best ways to urge customers to go from free to paying is to use email to your advantage. Email can be used in several different ways, but the main thing you want to accomplish is to let the customer know you care about his or her experience and are available to aid in use and enjoyment of your product. It may feel counterintuitive to bombard your customer with emails, but these follow-up messages will help people remain engaged with your product if you use them well. Marketing automation software or autoresponders can be used to ensure that you don’t miss the crucial 90 minute window after a customer signs up for a free trial. What should these emails include? Well, aside from an immediate response that thanks the customer for their business and welcomes them, you can use the following content to remind your customer of some important things: If your product has the potential to be confusing in anyway, you can send tutorials or explanations, which will encourage customers to use it again. Additional offers as a “thank-you” can encourage customers to sign on for more, and thus fall more in love with your service. Perhaps you begin with a free trial, and then send an email which offers a promotional service as a thank you. Check in with your customer to make sure they are enjoying your service, and make it clear that they have a way to ask questions if they need any help. Remind the customer of the upcoming end of the free trial. This would be an email to include your CTA (Call to Action) in. This simply encourages the customer to make a decision regarding ongoing service. Once your trial period ends, send a follow-up email encouraging feedback. This will be an important piece of improving your marketing strategies in the future. 4. Personalize You might be amazed at what personalization will do for you as you are attempting to win customers over to paid services. Personalization can take on many forms, but one of the best ways to make your product personal is to include certain details in your drip email campaign. In your immediate response email, include a personal message (using the new customer’s name) from the CEO of your company. You may even want to include a picture to put a face with a name. Use emails that are triggered by a customer’s behavior. Not every customer will be interacting with your service in the same way or with the same frequency, so individualized responses make your product and customer service more personal to them. Reach out to those who DON’T sign up for your paid service with a personal message and a request for feedback that will help you improve. This helps you, and it might win over a customer who had otherwise been on the fence. 5. Make Sure Customers USE Your Product One of the dangers with subscription services is that if users don’t get the most out of the service during the free trial, they won’t be compelled to consider paying for that service. One of the ways you can get around this problem is by ensuring that your new customer has every opportunity to enjoy your service to the fullest extent. Feedback emails are great for you once a customer has finished his or her free trial. But they can also be useful to the customer during the free trial. The behavior triggered emails can accomplish this, as well as a personal email asking if the customer is enjoying the service, and whether or not they’d like any help. You can follow that up with tutorials or videos, or by encouraging your customer to have a live chat on your website (if you offer this). 6. Try Videos or Webinars Speaking of tutorials and videos, videos are a great way to engage with customers over your new product. This can be especially true of apps, where the full potential of services offered could be missed without some instruction. A short video welcoming your new customer and highlighting some features of your product can go a long way. Another useful tool could be a webinar, which is a lengthier online video that will train customers to use your product. You may even want to offer several of these and dole them out over the course of the free trial to keep the customer engaged in an ongoing way. 7. Perfect Your Pricing Page Of course you might miss out on all of these opportunities if your site’s pricing page , don’t accurately represent your paid service or product. Here are a couple of important rules to follow: Keep things simple. If the page feels too busy, the user might feel overwhelmed and give up on the process. Avoid unclear language. The prices should be clear and accurate, with no hidden costs that pop up later on. Make it easy for customers to opt in, or out. You may want to avoid the automatic start of the paid product (where credit card information is gathered before the free trial, and paid services start at the end of the free trial unless the customer cancels). 8. Get Feedback and Make Changes As we’ve mentioned before, feedback is an important of improving your ability to turn free trials into paying customers. No company is perfect, and the best companies learn from their mistakes by asking for honest feedback. Try asking the following questions when the free trial ends: Which of the following did you like MOST about the service? Which of the following did you like LEAST about the service? What ONE improvement might have made you reconsider paying for our services? Of course not every answer to these questions will be helpful. But you may gain some insight that enables you to better your free trial and more consistently convert free customers into paying customers. # See What Marketing Tactics Drive Customers And Donors With The New Tend Integration URL: https://www.moonclerk.com/see-what-marketing-tactics-drive-customers-and-donors-with-the-new-tend-integration Product · Dodd Caldwell · 2017-09-18 Analytics provider, Tend, has developed an integration with MoonClerk so that every time you get a new customer, you'll know exactly how they found you. ## Content A big problem with many analytics tools is that they focus on clicks, rather than people. So if someone clicks on a Google Ad and buys something right away, you’ll probably see that Google Ad resulted in a conversion. But what happens when that customer leaves and comes back six months later? Or what happens when that customer leaves, clicks on a retargeting ad, reads a blog post and finally buys something when they come directly to your website? This is usually how people usually buy. People rarely see one ad and then spend a bunch of money. It usually takes multiple touch points. This more realistic buying behavior is lost in most analytics reports. Fortunately, analytics provider, Tend , has developed their own integration with MoonClerk so that every time you get a new customer, you’ll know exactly how they found you. And you’ll know which marketing efforts are driving paying customers. Watch more about the integration to MoonClerk they built through Zapier : You can also read Tend’s blog post about the integration to learn more about how to implement it. # 7 Ways To Create A Thriving Referral Program URL: https://www.moonclerk.com/ways-to-create-referral-program Business · Dodd Caldwell · 2017-09-11 We've listed 7 key things you can do to create and optimize a positive referral program. Gather your resources and begin your positive referral program. ## Content Why is a positive, successful referral program for your business important? Because getting your consumers to tell other people about your business is key and has been proven to be one of the most effective ways to increase your sales. In fact, Nielsen reports : 92% of consumers trust referrals from people they know People are 4 times more likely to buy when referred by a friend 77% of consumers are more likely to buy a new product when learning about it from friends or family. I don’t know about you, but if I watch a TV show I love, go to a restaurant that’s good, or visit a park with amazing trails, I tell people about it. I recommend these things to anyone I come in contact with that I think might enjoy them. I often even follow up with people to see if they checked it out! On the flip side, I also take the advice of family, friends, someone I may not even know personally (such as a blogger or hollywood star) when they make a recommendation. I want to try a product or service from a business because I trust these people in my life and their word of mouth plug is good enough for me. It makes sense, then, to try and increase the desire to refer in your customers. To create such a positive and enjoyable experience for them that they can’t NOT share it! To come up with a purposeful referral program that encourages them to send other people to your product or service. Here 7 key things you can do to create and optimize a positive referral program. 1. Provide Excellent Service and Customer Experience Before you can even begin to try and increase referrals, you have to make your business something worthy of being shared. Have you heard the expression “get all your ducks in a row”? Well, get out your measuring tape, level, and square and don’t just get them in a row. Get them in a perfect row. These days it’s not just about getting a product or eating a meal. It’s about the actual box the product comes in and the light fixtures in the restaurant where you eat the meal. You have to make sure the experience of your customer is top notch from start to finish. For example, some products come in a fancy box complete with a thank you note topping it off, asking the customer to take a photo and share their purchase on social media. It’s marketing from beginning to end. Jim Rohn says, “One customer, well taken care of, could be more valuable than $10,000 worth of advertising.” Take care of your customers and they’ll take care of you. If you fail to care for your customers, don’t expect the referrals to come pouring in. After you know your business is airtight and running smooth, you are ready to focus on referrals. 2. Analyze Your Statistics If your webiste is already up and running, then you probably already have some referrals happening without even knowing it. Google Analytics provides tons of information about your website and where your visitors come from. MoonClerk makes it easy to integrate your analytics with your activity. Taking a look at this information can help you know where to focus your attention and who you may want to reach out to with possible incentives should they send more people your way. For example, consider these stats: Websites sending traffic to your site Social media platforms sending the most traffic The pages getting the most referral traffic These statistics can help you understand why people are coming to your site, where they’re coming from, and how you can improve those numbers. If you need help understanding Google Analytics, here’s a helpful introductory article. Looking at your analytics isn’t a one time thing- it’s important to maintain all your information and keep your tech organized and up to date. It will continue to provide you with information as your business grows and your referrals and incentives change. 3. Install Referral Widgets to your Website Making it easier for your customers to refer is important. We all know that even one extra click will deter people from making a purchase or sharing something online. Place these widgets in multiple locations. Don’t only offer the opportunity to your customers to refer after they purchase (although that’s a must place spot), place an overlay on your homepage as well as the user account page. MoonClerk currently partners with TapAffiliate to make affiliate creation and tracking really simple. It is a great idea to create a stand alone referral page which acts as a landing page for referrals. You can link to this stand alone page from Facebook, Twitter, Linked in, and send an email blast that links to this page as well. (Get this on a calendar and send it out regularly such as once a month or every six weeks.) Any other creative way you can think of to place these widgets or links to your referral page will increase visibility of your referral program and thus increase your percentage of referrals overall. 4. Provide Rewards for Referrals Sure, we all recommend our favorite products or services, but even more so if we are rewarded for spreading the news! Setting up a program for your customers that rewards them when they refer another person will give them the push they need to send people your way. Incentives that reward both the advocate and the referred are most successful. There are many ways to offer incentive to your referring and new customers. Some examples include: a reward point system, money toward their next purchase, discounts, free shipping, coupons , free trials, a free month (for subscriptions), and store credit. 5. Do Some A/B Testing A/B testing is simply testing option A against option B and seeing which performs better. Let’s say, for example, a subscription box business ran a “Refer a friend and get 50% off your next box purchase” campaign. Would it be more successful if they had worded their promotion “Refer a friend and get $10 off your next box purchase” (if the subscription is $20) and found that this drew in even more new customers? Other tests you can run are ones that set two different titles side by side. Take for example these two Facebook titles: “Sure to make Dad Smile this Year” versus “The Perfect Father’s Day Gift!” Which one do you think would be more successful? The only way you can know is to test them. Trying testing different words, different colors, and different places on your website to see what works best. Running tests such as these will provide you with valuable information on how to present and word your incentive campaigns in the future. 6. Get A “Celebrity” Endorsement Obviously you probably don’t have the capital to pay the latest Oscar winner to use their influence to refer people to your business or recommend your product. However, there are many blogs, vlogs, podcasts, and websites run by people who are “famous” in their field. For example, maybe you run a business where you sell custom calligraphy signs. There are plenty of artists, art teachers, or interior designers who are popular online and have many followers. Offer to send them your product and ask if they would be willing to review it and refer people to your website. You could even attach a coupon code specific to your “famous” person and you would be able to track the number of referrals you get in this way. If you want to up the stakes even more, offer to give the celebrity a cut of every sale that comes specifically from them. Getting an endorsement from someone with a large following can be as easy as reaching out to them to see if they would review or endorse your product. It’s a great way to get referrals! 7. Review…and Thank You! Encouraging people to leave a review of your product goes a long way with potential customers. People trust what other people say about your business more than what you say. Customers who leave a positive review may not bring traffic to your site in the same way as incentive referrals or marketing blasts, but positive reviews can bring new customers and eventually more referrals. When a customer refers someone, thank them! This could be a simple email or something more elaborate such as a gift, but whatever you do, it is important to show your advocates that you value them and that their referral is important to you. In the End If you take the time to build a positive referral program, the benefits will exponentially affect your business for the better. Put forth the effort and don’t be afraid to try something new. Growing a community of advocates for your brand that will refer new customers is a powerful and these days, mandatory way to promote your business. So gather your resources and begin your positive referral program today! # 10 Pricing Strategies For Subscription Based Businesses URL: https://www.moonclerk.com/subscription-pricing-strategies Business · Dodd Caldwell · 2017-08-31 Here is a list of 10 strategies to take into consideration to hit the right price point and make your subscription based business profitable. ## Content If you’re running a subscription based business, you know that hitting the right price point is essential to make yourself profitable. But it’s not just the right price, it’s how you communicate that price and package it to your consumer. You want your customer to feel good about the value they are getting, as well as feel that their needs are met. How do you figure out what your pricing strategy should be? There is no one strategy that can apply to all customer bases. However, if you factor in your business, product, and the market you’re trying to reach, you can come up with the best strategy and build a pricing model that will work for you. Here are some strategies and considerations. 1. Ask When trying to figure out what works best for your subscription business, don’t be afraid to ask. You may be tempted to tiptoe around price and money talk with your customers, but don’t. They expect to pay for a service or product; it’s not a secret. Inquiring with customers about your price point and pricing model will show them that you’re continually working to grow and improve your business . Obviously you need to choose wisely which customers to ask. Long time, loyal customers who are very pleased with your product will be happy to give you advice about price. There are numerous websites out there that offer services to survey your customers. Customer survey software can help you: Map the journey of your customers Enhance customer relationships Create a powerful first impression Get a detailed report of your research Identify the root causes of your customers behavior and your sales If you’re looking for survey software, consider: SnapSurveys SurveyGizmo Typeform Emplify 2. Be Upfront A good strategy when it comes to pricing is to be upfront with your customers. Avoid hidden fees or placing your cost deep in your website where it’s hard to find. Putting it out there when it comes to your price is a strategy that can make potential customers feel as if your business is well established and successful. 3. Freemium or Basic Free A basic free or freemium strategy is when you offer a baseline of your product for free, with the anticipation that your consumers will upgrade to a paid package. One could argue that the freemium strategy is more about customer acquisition than pricing, but either way it should be considered. A freemium model can be great to get people in the door, so to speak, but be cautioned– set a time limit to those on a free subscription. It can get expensive to support a high level of non-paying customers. Netflix is a good example of this. They start you at a free trial and then require you to upgrade after 30 days. Another way to use the freemium strategy is to offer a limited set of features to free customers, with a significant upgrade for regular customers. These features allow the customer to experience the power of what you offer without all the features. For reference, check out Shortstack , an example of a company that starts out free but grows with the customers needs. 4. Offer a Tiered Pricing Plan We are living in a new market where there is not just one price for a service. The value of your business can mean different things for different people and vary among customers. Setting up your pricing to reflect this difference in customer need can optimize your earning potential. How do you know if your business would benefit from pricing tiers? It’s very likely it would. Think about it. Pricing tiers are nothing new. On a simple level, there are small, medium, and large drinks at a fast food restaurant. On a more complicated level, something like a photo or video storage website would offer tiers based on level of usage or amount of storage needed. How many tiers do you need? This too should be based on your service and your market. Examine what your consumers are buying and/or using and watch for patterns and spikes in what people are purchasing. Look around at other tier pricing plans and you’ll see that most are 3-5 tiers. (Ex: Basic, Plus, Premium) And listing them from high to low on your website seems to have the most positive effect. Here is a quote from a Summit Evergreen article : “Plain and simple, you will make more money. People will pay up to the limit they can afford. If a customer is willing to pay $100 and your product costs $10, why would you leave that $90 on the table?” 5. Promotions and Upgrade Incentives You may have subscribers paying for a tier of service who may only need a small push of encouragement to jump up to the next level of service. This will increase their long term value to you, so it’s worth offering them an incentive. It could be $50 of credit, a month of free service on the new plan, or just some swag. Anything that could entice your consumer to level up to the next tier. This is a very common tactic among subscription businesses , and for good reason- it works! For example, Kiwi Co sells crates to children of all ages, sending them each month a box full of hands on learning tools and projects, encouraging them to “tinker, create, innovate.” They offer an increased discount each time you increase the amount of months paid for in advance. 6. Pay-As-You-Go (Consumption Pricing) Some business models could benefit from a pay-as-you-go system, where your customers only pay for the services they use. This would compare to how you pay for your utilities. You are charged for the amount of water or electricity you use and there are no additional costs or fees if you stop using them. Here at Moonclerk you pay based on volume (with a minimum monthly charge) and are charged automatically at the end of every month, with no hidden fees, no contracts, and no hassles. Another example is Amazon Web Services , which uses the pay as you go pricing model for their cloud services. 7. Overage Strategy Many subscription businesses are adopting this strategy of locking in your customers at a base price, and then charging them for any overages they accrue. Charging them for extra usage is similar to the pay-as-you-go model above. If users see that they often have overage charges, this may encourage them to bump up to the next level in the payment tier. A good example of this strategy is eFax , whose site offers an extra charge after you exceed a certain number of pages. 8. Annual Payment You should always offer the option for your subscribers to pay annually. As the saying goes, time is money, and the time that can be saved by renewing annually is valuable to your customers. When they pay annually, your customer has made a large investment that will cause them to be more invested in the product or service itself. It’s smart to offer a discount for paying for an entire year up-front – either a percentage off or 1-2 months free, depending on what works best for your business. 9. Make Payments Easy Whatever kind of pricing strategy you decide on, it will fall flat if making payments is tedious or difficult in any way for your clients. When they are ready to pay, making the process as easy and painless as possible will help new and returning customers feel low stress about signing up or renewing. Moonclerk offers subscription billing with one click that is seamless and can help you increase conversion rates, manage logistics and customers, all while looking beautiful. 10. Reevaluate Pricing is a dynamic tool that can drive business, so it’s important that it’s strategic and flexible. It is important to reevaluate your use of this tool and how it is affecting your business overall. It’s a good rule of thumb to evaluate every three to six months, and plan on making a price change every six to nine months. Do the research, look at your data, and ask customers before you change your prices. You can get this information not just from current subscribers, but also from prospects and target customers. What is the value of your service to them? Take all of this into account when reevaluating your pricing strategy. Conclusion Meet your earning potential and maximize capital by: Asking customers and being upfront with your cost Using a tieedr pricing system that is customized to your type of service or product Making payments easy Offering promotions for upgrades and discounts for annual up-front payments Offering pay as-you-go or overage pricing, depending on your type of business Reevaluating and restructuring your pricing often All these pricing strategies are not expected to function alone to be successful, nor do they need to remain the same. There is maximum potential to mix and match these strategies, as well as change them to meet your company’s needs. The most important thing to remember is that pricing strategies are key and worth time and discussion among your team to assure that your pricing strategy is working for you and not holding you back! # New Feature: Give Your Payers The Ability To Change Their Plan Frequency And Charge Day URL: https://www.moonclerk.com/new-feature-give-your-payers-the-ability-to-change-their-plan-frequency-and-charge-day Product · Dodd Caldwell · 2017-08-28 We’ve added the ability for you to allow your payers to both change the frequency of their recurring plans as well as the day their card is charged. ## Content We’re excited to announce another update to our Payer Portal , where your payers can manage their own recurring plans after they’ve checked out. We’ve added the ability for you to allow your payers to both change the frequency of their recurring plans as well as the day their card is charged. Frequency Currently, when you create a form, the only way for payers to choose their own frequency at checkout is if you set the form frequency to be “Decided at Checkout.” If your form has this setting, you can allow your payers to change the frequency of their recurring plan in the Payer Portal. Read instructions on how to enable this feature Recurring Day In the frequency section of the payment form a payer has checked out on, if you’ve set the recurring day option to “Decided at Checkout” or if you’ve set all options to “Decided at Checkout”, you can give the payer the ability to change their recurring day in the Payer Portal. Read instructions on how to enable this feature Email us at help@moonclerk.com if you have any questions Photo courtesy of Tomoir III # Is A Subscription Model Right For Your Business? Pros vs Cons URL: https://www.moonclerk.com/subscription-business-model-pros-vs-cons Business · Dodd Caldwell · 2017-08-16 We’ve compiled a comprehensive list of pros and cons to help you decide if the Subscription Business model is a route that might work for you. ## Content In a world that is becoming increasingly digitized, it’s funny to see that one of the fastest growing and most popular business models of our day employs that good old fashioned method of delivery: subscriptions. If you’re wondering to what we’re referring, it’s subscription service based business models . Which is just a long way of referring to some of the most popular services out there: think Netflix, Spotify, Birchbox, and Stitch Fix, to name just a few. The main idea is this: rather than provide services or goods and charge for each item individually, you charge for a subscription, and members get regular deliveries of your product without the hassle of repeated searching or ordering. Subscription based business can be very successful, but is it the right idea for your business model? We’ve compiled a comprehensive list of pros and cons to help you decide if this is a route that might work for you. Pros Predictable Income Perhaps one of the immediate benefits of a subscription model is that your company’s income can be pretty well predicted on a month to month basis. Unlike a site that sells hundreds or thousands of items that have ebbs and flows of popularity depending on a variety of factors, subscription services sell a single product that is guaranteed to the buyer, and in return, the buyer guarantees their payment. There is an upfront cost of trying to reach and win over new customers (as with all businesses), but once those customers are in and have signed up for your service, you can predict revenue for months in advance and breathe a little sigh of relief. Good Customer Relationships With most sales, it can be difficult to engage and develop relationships with customers, simply because they often make a one-off purchase and you may not know if you’ll see or hear from them again. Because of the monthly nature of subscription services, you have an extended period of time to develop a relationship with your customer. This means you can learn what they value and what they’d like to see change. Their feedback can allow you to further improve your model and retain customers for the long term. An added bonus of this is that word-of-mouth is an important way to increase business in this social media driven age, and customers who love products that they purchase online are far more likely to share those products with friends and followers. Good Vendor Relationships Subscription services like Birchbox, Graze, or Stitch Fix send you a single box each month, but in reality they are sending you a variety of ever changing products that come pre-packaged in that single box. For subscription services that send samples from various vendors like this, one of the huge pluses is the relationship that is developed with vendors. This is good news for the subscription service AND the vendor. The vendors receive the automatic marketing platform that comes with your product being delivered straight to someone’s doorstep each month. For the company offering the subscription, there is the good publicity of the vendor selling their product through that company, as well as the potential for an ongoing relationship with an ever-changing stream of products to offer. Potential for Untapped Markets One of the things that has opened the door for such success for subscription providers is that it has enabled companies to consider and pursue untapped markets. Take Netflix , for example. The company forever changed the way movies and shows could be rented and watched when they saw how limited the movie rental store concept was. Due dates, late fees, and hefty prices per movie all became a thing of the past when Netflix turned DVD rentals into a subscription service in the early 2000s. Where there’s a gap, or where something is being done poorly, there is probably an market just waiting to be tapped. Bigger Budget for Customer Procurement Because a subscription service is based on the idea of selling one idea, and getting that idea to stick on a month-to-month basis, the initial budget for reaching and procuring new customers can be somewhat larger than it would be with more traditional business model. Where you might normally be looking to spend funds on product marketing and building complex systems for all of the various aspects of your business, you can be a little more singularly focused on targeting certain audiences and building customer base as you begin your subscription service. Lower Budget for Customer Retention Conversely, because of the nature of subscription services, you can spend far less on customer retention. Although it’s true that you need to focus on making sure your customers continue to be pleased with your product, they are guaranteed return spenders, rather than requiring constant marketing and encouragement to come back and purchase again. It’s important to remember, though, that just because there’s greater confidence in customer retention than with more traditional business models, it doesn’t guarantee that customers will stay forever. This will depend on customers continuing to be satisfied, but more on that later. Avoid the Hassle of Market Ebbs and Flows One of the frustrating things about marketing and selling a product or service that sales often depend on outside factors. Maybe you double your profits on Black Friday, but you triple your losses in June every year, just based on what you sell and when it’s popular. These sorts of frustrating variables are pretty much a moot point with subscription services. Your sales aren’t really dependent upon external forces, such as market change or time of year. In fact, if you take a company like FabFitFun , for example, you can actually tailor your box to the season of the year, while continuing your steady income, and avoid any extra cost of marketing the new products. Cons Risk of High Churn Churn, or cancellation, is one of the biggest risk of subscription service based companies. While it’s true that there is some reliability for your income when a customer signs up, what’s going to keep them interested, and more importantly, what’s going to prevent them from cancelling when they decide it’s not worth the monthly fee? Fabletics , Kate Hudson’s popular athletic wear company, came under scrutiny as customers complained about how difficult it was to cancel, and how much work it was to keep from getting charged for clothing they didn’t want. So while it’s important to anticipate this risk, it’s also important to develop a good reputation with customers regarding how you handle things such as cancellation and extra fees. Churn is always a risk, but you don’t want to add fuel to the fire by having negative interactions with customers. Contract Nerves From cable service to gym memberships, signing a contract can make people a little skittish. There’s the danger of realizing you’ve agreed to something you don’t end up wanting. There’s the risk of not having the money you thought you’d have to cover it. For a variety of reasons, people can be very contract averse. Because of this, it can be hard to sell customers on subscription service. It feels like a huge commitment to, for example, pay monthly for craft coffee , when you can pick up a bag from the grocery store without pledging your undying love for the brand. This is why the front end customer procurement budget is important – you’ve got to convince your audience that it’s worth the commitment, and will improve their life enough that it’s worth the extra cost. Difficulty Maintaining Value (Loss of Interest) To look at the cable service example again, we’ve all been in that place of looking at our cable bill and thinking, “I don’t even watch any of these channels!” This, of course, is one of the attitudes that has contributed to the success of such subscription services as Netflix and Hulu . However, those companies run into the same obstacle: how do we keep our customers interested? This is a hurdle that subscription service business owners should anticipate. If your product gets old, or can be replaced by something cheaper and easier, the novelty will wear off. Services like Birchbox or FabFitFun keep customers excited by including new products every month. You’ll want to think of how your service can do the same, shaking things up to keep customers from getting bored and moving on. Singular Vs. Varied Products Like we’ve already said, a product can become dull if it doesn’t change every month. If someone has the sense that they are just receiving the same old thing in the mail every month, as with, for example, the dollar shave club, will they just lose interest and move on? With services like Amazon Prime and Netflix, new shows and movies are added and removed each month, making them more of an exciting commodity. Trunk Club promises to reinvent your wardrobe and to continue to invest in your changing sense of style over time. Graze offers new and exciting snacks every month, exposing you to an ever growing world of organic and healthy snacks. Even if you offer a single product, you can take any number of approaches to making sure that service remains unique, and worth a customer’s investment. Small Hiccups Become Big Problems With a monthly subscription service, all of your customers are getting the same thing, every month, at about the same time. This simplifies, for the most part, but can make things extra stressful if you run into any hiccups. A small glitch in the system could mean you get behind on every single order at once. And if you miss a week, customers get their orders too close together, rather than spaced out over a month. Because of this risk, it’s important to anticipate and have a plan for any potential problems that could cause things to snowball. London Tea Club , for example, stays on top of monthly billing by using MoonClerk. Avoiding Fads Lastly, subscription services are susceptible to gaining and losing interest from customers if they aren’t careful to avoid embracing a fad. As this article even states in the title , a subscription service can be an attempt to make the most of a current cultural fad while it lasts. That’s all well and good, but as a business owner, you have to be wary of the pitfalls of investing in a passing craze. Conclusion Are subscription based sales the right choice for you? Ask yourself the following questions: Does my product or service hold more value if offered on an ongoing, regular schedule? Do I have the front-end capital to invest in customer procurement? Is my product susceptible to declining interest due to changing fads? Are there vendors I could work with to make my service or product more varied and interesting? With a little strategy and planning, a subscription based model might be a great option for you! # 16 Powerful Social Media Strategies For Churches URL: https://www.moonclerk.com/social-media-strategies-for-churches Business · Dodd Caldwell · 2017-08-07 Here is a list of 16 powerful social media strategies that you can put into practice to create a strong presence and reach more people for your church. ## Content There are many ways to effectively communicate within and about your church, but in 2017, there’s no arguing that one of those ways should definitely be through social media. Since the mid-2000s, social media platforms have changed the way that society interacts with and spreads information, and without it, a church will be pretty limited in their own success as communicators. That said, it can be somewhat daunting for a church to actually put this into practice, and many have done it poorly, or ineffectively, making it clear that some guidance in this area can be extremely helpful. The good news is, you don’t have to be a technological trailblazer to put some effective social media strategies into practice. No matter your church size or demographic, here are some 16 powerful social media strategies that can help you use those platforms smartly and effectively. 1. Create Goals As it is when you embark on any new project, the best thing you can do is create goals before you begin. Goals are NOT strategies. The strategy is the plan to achieve the goal. It can be tempting to try and come up with strategies first, but this will quickly derail your effectiveness. Goals should be specific. Rather than say, “We want a greater online presence,” say, “we want at least 50% of our congregation involved in our Facebook group by this date.” The greater the specificity, the easier it is to keep track of and meet goals. Goals should also be geared toward solving some problem that you see within your current communication scheme. Goals aren’t effective if they don’t improve the current status of the church. And that being said… 2. Align Your Goals Your goals should reflect the overall vision of your church. As with any ministry within the church, things can become disjointed when leaders and staff don’t work together toward the same purpose. What is the stated vision of your church? What have your leaders forecast? Do you lean heavily on mercy ministries and caring for the poor? Do you have strong Bible study groups? Is your church trying to be strategic about its position within the community? Looking to raise funds for a project or building? The goals of the church should inform and direct the goals of your social media presence. 3. Make a Strategy Now that you’ve established some goals, it’s time to come up with a strategy. A strategy is simply a plan that will enable you to work toward and achieve your goals. Strategies should include Individual plans to meet each goal Schedules (including meetings!) Deadlines A budget Assigned tasks A carefully crafted team An example of a strategy might look a little something like this: You have a goal of increasing your Facebook and Twitter traffic to 100 members/followers in 3 months. You recognize that Facebook and Twitter are different, so you assign Facebook to a young mom on your team who is active on Facebook and familiar the way it’s used. You assign Twitter to a young man or woman on your team who is similarly active. From here you decide that each member will post once a day. You assign a specific time of day for these posts to happen, and come up with some topics to tweet/post about. If necessary/possible you budget some funds toward boosting your Facebook posts.You plan to check back in once a month and see how things are progressing. At the end of the three month period, you meet as a team and discuss which posts got the most traction and why, as well as whether or not you met your goal, and where to go from here. 4. Set Up a Team It may be that there are not enough people to create a team around the goal of improved social media presence. In which case, get the best guy or gal on the job that you can find. But if at all possible, it’s better to have a handful of people, and here’s why. As you’ll see in the next few points, there are ways to automate your social media presence. However, there are some things you cannot automate, and the best thing you can do is make sure things aren’t slipping through the cracks. This requires people with their eyes on your accounts, responding to and interacting with followers and group members. Ideally, you will have team members who are especially familiar with a particular platform/demographic. Each platform will cater to different types of person, and you’re best able to reach those types with those who are familiar with them on your team. As a rule of thumb, the following platforms are popular with these specific demographics: Facebook: Women in their 30s and 40s and an increasing contingent of older users (50+) Twitter: Men in their 30s and 40s Instagram: Young moms and women in their 20s Snapchat: Teenagers 5. Create a Calendar Part of aligning your social media goals with your church’s overall goals will be making sure your online presence reflects the calendar of your church. Is Easter weekend approaching? Plan for tweets and posts to go out weekly and then daily as you lead up to that weekend. Are Bible studies about to kick off? Don’t miss the opportunity to make your members, and by extension, the community, aware. Or maybe you’re beginning a fundraising campaign? Make it easy for people to donate by reminding them using social media. By creating a calendar you can ensure that you are maximizing your ability to keep people in the loop. 6. Set a Schedule There are arguments against setting an automated schedule for your social media accounts; namely, that it’s impersonal and doesn’t engage people as individuals. However, a set schedule keeps your calendar moving and makes it possible for you to have a daily presence, which automatically boosts online involvement. By regularly tweeting and posting, you plant your church in the minds of your followers, and make it more likely that you will reach them. You may want to have a verse go out once a day, a link to the sermon on Mondays, and so on. One caution, though. Keep aware of current events and news. A poorly timed tweet in the midst of an international crisis could lead followers to believe you are apathetic or tuned out. 7. Know Your People It can be easy to cater to the church you want to become without thinking of the church you already are. It is so important to think about what the actual makeup of your church is. For example, if you have a fairly young church, with a lot of college students and singles, Facebook may not be the best venue for you, as Twitter and Instagram are more popular for a younger age demographic. Conversely, if you’ve got a lot of mothers with small children in your church, Facebook is exactly where you want to be. Always keep the people of your church in mind as you set your goals and create your strategies. 8. Use the Right Platforms Facebook , Instagram , and Twitter are the three most well-known social media platforms and are the right place to start. Here are a few things to note about each of these: Instagram: This is an image sharing app, and is most popular for people in their 20s or 30s, and more particularly, women. That doesn’t mean it’s limited to that demographic, but that’s a good statistic to know. Because Instagram is all about the image, this is a great place to share pictures from events, as well as graphics that promote future series or events. Twitter: Twitter is known for its limited space – only 140 characters – and of all the social media platforms, is the one men will most likely gravitate toward. Really, you’ll want to share the same things here as with other platforms, and we recommend you keep it short even if you’re not on Twitter. The longer the post, the less likely your followers are to read it. Facebook: Facebook is sort of where it all began, but it has changed a lot over the years. It’s definitely the most likely place to find the older folks from your church, as well as young moms. One of the values of Facebook is that it offers more than just a place to post and share information. You can also form individual groups for the individual ministries at your church, so that people can join and share within their more specific community. Create groups for women, men, small groups, children’s ministry, and so on. Just be sure to have them monitored carefully. But more on that later. These three are the most popular, but you may want to invest a little time and energy in these as well: Snapchat: Snapchat enables users to post a video or photo that will appear for a limited time before disappearing. This is an incredibly popular social media platform for teens, and if you are looking to reach your youth group via social media, don’t dismiss Snapchat as an option. Youtube and Vimeo: Youtube is everywhere. Almost anytime you click on a video on any blog or feed, it takes you to Youtube, and if not, it takes you to Vimeo. It is easy to create a Youtube account for your church, and to create the privacy settings you think best (you may only want church members to be able to view videos). Videos can be a really great way to share personal stories, as well as to use humor to reach people. 9. Know What to Share To start with, you’ll want to share sermons, church events, and any other pertinent information to the life of the church. After this, what you share will depend quite a bit on your audience, but here are a few ideas: Daily scripture Links to resources (books, previous sermon series, devotionals) Photos from regular meeting times and special events Highlights of important causes and events within the community (Walk for Life, city festivals, that sort of thing) Responses to important current events 10. Know What NOT to Share It’s good to be honest and open about who you are and what you believe. But it’s also important to recognize the limitations of social media. It is not the place for hotly debated social issues or self promotion (all evidence to the contrary). If your church is going to be a positive presence on social media, be careful about the following: Anything that promotes a particular leader based on personality. This creates a culture around that person, rather than the church itself. Controversial statements about political beliefs. It’s not wrong to care about these things, but social media is almost never the place to get into a conversation about it. Photos of members of your church without their permission, particularly children. 11. Post at the Right Time Believe it or not, there are actually ideal times to post and share, and you’ll have the greatest impact if you are aware of those times. For example, a lot of people glance through their social media fields for a few minutes right after waking up, so early morning can be a good time to tweet. It’s also recommended that you write posts either a little before or after the hour, the reasoning being that people are often just getting out of or about to go into meetings, and glancing at their phones for a few moments. Of course you’ll want to track activity once you’ve begun using social media platforms and this will help you gauge the best times for your own church to be posting and sharing. 12. Use Images and Videos Not only Instagram posts, but Facebook and Twitter posts, as well, have a higher rate of sharing and liking. People are drawn to something they can see or watch, and less likely to pause for words alone, such as a quote or a link. Even if your post doesn’t necessarily need an image, you can boost interest by including one. Consider using a simple graphic from a sermon series, or even a text image, such as a simple graphic reminding members to sign up for online monthly giving. 13. Use Hashtags Hashtags are a way to both encourage sharing and later track activity on your social media accounts. Using a hashtag for an event or perhaps even the name of a sermon is simply a way to give people an easy way to let others know where they are and what they’re a part of. It also enables others to search by that hashtag, so that they can see all posts related to that hashtag at once. For example, say you have a men’s breakfast a couple times a year. You can post about that event with the hashtag #[nameofchurch]springmensbreakfast. Using this hashtag, men can tweet quotes and images from the event, sharing it with both each other and those outside the church. 14. Respond, Follow, Like, Favorite One of the best ways to get people excited about what you’re doing is to truly make it a social activity, and not just in name only. When people follow, mention, or contact you on your social media platforms, your response can boost their own interest, as well as the interest of others. If someone asks a question, respond quickly. If they post something about your church, like or favorite it. If someone follows you, as much as you’re able, follow them in return. 15. Monitor Activity As mentioned before, it is important to carefully monitor all activity on your social media feeds. This goes back to the need for a group of trusted people on your church’s social media team. Agree, as a team, to the types of comments and activities you will allow, and which ones you will delete. Be prepared to graciously explain deleted comments to those who made them. If you go into your social media adventures without a plan for this, things can get disastrous pretty quickly. 16. Collect Data and Make Changes What will that team of people do when they come back together to meet? You’ll figure out what works, and what doesn’t. And the way you do that is through data collection and analysis. Once you have the actual facts, you can make changes accordingly. The average person actually has no clue how to do this, but thankfully there are a few really helpful resources that can make it possible for you to do this with ease and success. Buffer Buffer is social media management software that offers up to 2,000 scheduled posts per linked account, RSS Feed integration, and analytics that will enable you to really know what’s effective and what’s not. Starting cost for small businesses is $99/month and allows up to 5 team members. However, there is an option for $10/month that offers 10 social profiles/platform and 100 scheduled posts/profile. They also offer a 14 day free trial so you can make sure it’s what you’re looking for. Hootsuite Like Buffer, Hootsuite allows you to manage all of your social media accounts in one place. Their team plan offers analytics, a custom branded URL, team assignments, and social media certification . Like Buffer, this plan is $99/month, but it does only allow for 3 team members. They also offer a 30 day free trial. Sprout Social Sprout Social offers similar social media management options to Buffer and Hootsuite, including an all-in-one social inbox, tasking & social CRM toolset, and group, profile & post-level reporting. They also offer a 30 day free trial, and a $99/month premium account. A bonus on Sprout Social is that for those just starting out they offer a standard account for $59/month, which can introduce you to social media management at a lower cost before you dive in. Conclusion Using social media as a tool for your church’s communication is a lot of work, but definitely worth the effort. You’re able to reach more people, more easily than ever before. With this list of strategies you can be well on your way to social media success in no time. # Add Affiliate Tracking To MoonClerk With The New Tapfiliate Integration URL: https://www.moonclerk.com/add-affiliate-tracking-to-moonclerk-with-the-new-tapfiliate-integration Product · Dodd Caldwell · 2017-08-07 Affiliate marketing can be a great sales channel for your product or service. Instead of, for example, buying ad space online, affiliate marketing allows you to establish a... ## Content Affiliate marketing can be a great sales channel for your product or service. Instead of, for example, buying ad space online, affiliate marketing allows you to establish a relationship with an individual who will be a living, breathing promoter of your products or services. It is now incredibly easy to set up an affiliate program via MoonClerk, by integrating with Tapfiliate . Tapfiliate has developed their own integration with MoonClerk. Tapfiliate is affiliate tracking software that allows you to set up and grow your own affiliate programs. You can put together your own team of loyal brand ambassadors and keep track of everything related to your affiliate program in one place. Your loyal affiliates can share marketing assets you provide to them directly from Tapfiliate into their social channels. If one of your affiliates drives a conversion, that conversion will show up in the Tapfiliate platform in real time. The best part? You only pay your affiliate partners a commission once they’ve actually delivered results. If you’re using MoonClerk to take payments for your service or product, you can easily integrate with Tapfiliate to set up your own affiliate program. To give your affiliates a fully white-label experience, you can customize your affiliate signup page, set up your own affiliate domain, and even create an email onboarding experience for your affiliates – all within the Tapfiliate platform. Depending on the type of business you run, payments collected via MoonClerk can be tracked in Tapfiliate in a number of different ways. You can track one-time payments made via MoonClerk, whether you’ve embedded a MoonClerk form on your website, or if you’re redirecting visitors to MoonClerk to make payments. You can track recurring payments and award affiliates recurring commissions if you offer a monthly membership service. Every time you receive a payment for your monthly membership, the affiliate who drove this customer to sign up will receive a commission. You can also automate this process so that if the customer upgrades or downgrades their recurring plan, the affiliate commission will be adjusted accordingly. When the customer cancels their membership, the affiliate commission will also stop. You can track conversions in Tapfiliate when a coupon is used to check out in MoonClerk. Integrating Tapfiliate with your MoonClerk checkout is easy and consists only of two simple steps. To learn more, check out Tapfiliate’s integration guide . Because Tapfiliate developed this integration and not MoonClerk, if you have any questions, it’s best to contact their team directly . # 7 Law Firm Marketing Strategies To Take Your Practice Up A Notch URL: https://www.moonclerk.com/law-firm-marketing-strategies Business · Dodd Caldwell · 2017-07-25 Here is a list of 7 marketing strategies to create an aggressive marketing plan to meet and exceed the goals of your Law Firm. ## Content Gone are the days when all attorneys had to worry about was representing their client effectively. Opening your own practice can be confusing, daunting and expensive. You’ve spent countless hours in law school or even practicing law, and being an attorney probably comes second nature if you’ve decided to venture into owning your own practice. On the other hand, marketing that practice is completely foreign to you. How do you keep the money coming into your business? How do you attract clients to hire you? How do you grow your practice? These are all topics that were likely never taught to you over the course of your training as an attorney. While hiring a marketing professional for your law firm can be advantageous, it can also be extremely expensive. There is no need to spend significant amounts of money marketing your law firm when several strategies can be put into practice on your own. Certain strategies could be more beneficial to specific practice areas, but below are multiple marketing strategies that could work for any law firm. 1. Have A Deeply Informative Website Nowadays you absolutely cannot operate a business without having a website. Not only is having a website essential, but having a great website is what will bring in new clients. Today, if your firm doesn’t have a website, it tends to show that you’re not living in the current times and your firm could get dismissed for their lack of an online presence alone. While just having a website isn’t the only online marketing tool you should use, it will help your firm. Potential clients want to research prospective lawyers and make sure that their lawyer is competent in the practice area that they need, before they decide to hire one. Your website needs excellent content and to provide significant information regarding your practice areas, so a prospective client can see whether their case is something that you are experienced with. Not only should the website state that you are experienced in that area, it should have content regarding that area of law, including articles and blog posts. Your website should also include detailed biographies of all attorneys practicing law in your firm, with a picture so your prospective client knows who would possibly be representing them. People like to put a name to a face when hiring an attorney to represent them. You should also get your website linked to online legal directories where a large number of prospective clients will be searching for attorneys. Remember, potential clients want to know what you can do for them and why they should trust your firm. Detailed information can create that trust. Building Your Site There are many valuable resources to help you create your website. Squarespace and WordPress are great resources to help you build your website, and there are pros and cons to each site. Squarespace is easy for beginners to use as they have hundreds of customizable templates that you can drag and drop content into the website and don’t have to spend a long time learning the ins and outs of wordpress. Wix is another simple option for creating a beautiful site using a drag and drop method. WordPress is a lot more powerful and has a low cost but there can be a steep learning curve when first using the platform. If you don’t know much about website building, you may be better off with a drag-and-drop builder. It’s really simple to build sites using the drag-and-drop systems. Another option is to hire a company that specializes in building legal websites such as EverConvert . If your law firm is the type to accept retainer fees from your clients, you can offer them easy access to payments right on your website. This adds a level of convenience many people could be looking for while decreasing administrative time spent in your law firm. 2. Create a Blog This ties in closely with having an informative website. Having high quality, relevant, up-to-date content for your website is one of the most important strategies for utilizing your website for marketing purposes. Adding a blog to your website can help you provide a significant amount of quality content for your clients and prospective clients. (In case you’re wondering, WordPress, Squarespace, and Wix make it really easy to blog.) The law is ever-changing and by writing about those changes and what they mean for your clients and prospective clients, you demonstrate that your firm is current and relevant. If you are a family attorney, you could write about a new law that passed in your state regarding divorces. If you practice personal injury law, you could write about large settlement amounts that your firm reached. Your goal is to provide your clients and potential clients with all the information they need to stay on top of important information. You can hire a marketing firm to help you with Search Engine Optimization (SEO) to bring your blog to the top of a Google search when someone is searching for that specific topic. You could even hire a company to create a blog for you. If you don’t have the time to write the blog yourself, there are many companies such as NextClient and Law Blog Writers that for a fee, can ghostwrite consistently good blog posts for your website If someone needs an attorney for a particular issue that you have blogged about, a quick Google search could take them straight to your blog and then straight to your website. This will demonstrate your knowledge in that particular area and lead to their possible retention. 3. Testimonials One of the most effective ways to bring in new clients is through positive word-of-mouth marketing through friends and family. Word-of-mouth marketing has been shown to improve marketing effectiveness by up to 54%. Making sure your current clients are happy during your representation of them can lead to new business. Prospective clients want to know that their attorneys have been successful in obtaining good results for their clients. One way of showing this is by asking current clients to provide testimonials on your website regarding their success stories. Make sure to only ask clients that you believe will prepare a very favorable testimonial. A favorable testimonial will include a narrative of their experience as well as highlighting specific elements of service that they received from your law firm. Additionally, if you have happy clients you can also ask them to leave positive reviews on Google. When businesses come up during Google searches, it displays the ratings for that business. By accumulating positive reviews, you demonstrate your success to potential clients. If a client is happy with their representation of your attorneys, they will likely be happy to share that success with the world. 4. Social Media A 2013 ByField Consultancy survey shows that over half of 101 law firms surveyed won business through social media interactions, yet hadn’t fully integrated social media into their marketing strategies. If your law firm does not have a social media presence, you are missing the chance to reach a huge audience. The ins-and-outs of social media marketing for law firms can be pretty extensive. Make sure that you refrain from posting any false or misleading statements about your law firm. Don’t misrepresent your specialty areas. Do include links to your webpage and news articles regarding success stories of your firm. When practicing in social media marketing, it is important to follow your local jurisdiction’s rules and regulations in order to avoid landing in ethical trouble. Check the American Bar Association for more details and tips regarding the social media marketing of your firm. To start out, your firm should create a social media plan and execute it accordingly. Start out by setting measurable goals, such as learning the different platforms and what type of content works. You should also use a routine. Set aside a certain amount of time each week to continually update and post to your social media accounts. Using a variety of social media platforms such as LinkedIn, Facebook, or Twitter can be very useful in securing views from a wide array of prospective clients. If you have trouble posting to all the different social media sites, consider using a scheduling tool like Hootsuite , Buffer , or PostPlanner . Having a social media presence can also increase word-of-mouth referrals. By noticing they have a common connection with your law firm on social media sites, prospective clients can reach out to your connections and ask about their experience as a client of yours. 5. Referral Sources Clients are not the only available referral source out there. Making connections with other companies and people in your community can lead to a large source of referrals. For example, if you are a real estate lawyer, befriend local realtors, brokers or mortgage companies. These companies will all have clients looking for a real estate attorney. Offer to refer them business if they do the same. Building a relationship like this could be beneficial to both of you. If you are a law firm that specializes solely on family or criminal matters, reach out to a real estate law firm and build a similar relationship with them. People that are buying houses often need attorneys for other matters and vice versa. Both law firms could profit off of this mutual relationship. If you can’t network in person, consider reaching on social media networks, especially LinkedIn, which focuses on professionals. 6. Be Active in the Community Becoming active in the local legal community is important to establish yourself in your field of practice. You can do this by joining different local bar associations in your city. While joining a local bar association can help with your relationships with other lawyer referrals, it is also a good idea to join local organizations and trade associations that are not solely legal in nature. By joining a group such as a young professional’s group or a small business association in your community, you can build connections with prospective clients. Target groups that would contain the most potential clients for the type of law firm that you operate. For example, if your law firm advises small business owners on problems, try joining the local small business groups. If you are a real estate attorney, try joining local real estate associations. These groups often have mixers where you can introduce yourself and your law firm to members. You should also go one step further and join the association’s boards to become more active and increase your presence with other members. 7. Advertising Certain law firms could actually benefit from spending money on advertising. For example, a single case for a personal injury law firm or employment law firm could bring in a significant amount of money since your law firm takes a certain percentage of the settlement or award. This strategy might not be beneficial for a family law firm or business law firm, as the fee is generally fixed per hourly work or transaction. If you are a personal injury law firm or employment law firm, options for advertising are endless. Consider advertising on billboards throughout your community. You could also record advertisements for radio or television. These ads could target people looking for attorneys that wouldn’t normally be reached through word-of-mouth referrals and is generally inexpensive compared to other types of advertising. Image Source You could also pay for Pay-Per-Click (PPC) advertising. This type of advertising works in a unique way and the price for this advertising fluctuates greatly. In general terms, you pay for the click based on how competitive the word is. In other words, if a lot of people are trying to get clicks for the same search terms, you’re going to pay more. However, although you may end up paying more, you can also target people very specifically. Whenever someone searches for something such as “Personal Injury Attorney Houston,” Google will display your firm in an advertisement for the searcher to click. You pay for each click that the advertisement generates for you. On Facebook, you can even target certain demographics such as age ranges and geographic locations. You could target certain individuals that reside in the cities in which you have a law practice. You could also target those who have an expressed interest in a particular type of lawyer, or an age that is vulnerable to particular troubles. The options for advertising for a law firm are endless and can be overwhelming at times. You could hire a company like EMC Advertising that specializes in advertising and marketing for law firms. They can help with the general marketing of your law firm as well as building television commercials that suit your firm’s needs. This strategy can be very costly, but worth it if you have a great website that can convert a lot of clicks to actual clients. It is very easy to measure the effectiveness of this type of advertising on your business making it easy to gauge if the money spent on marketing is worth it in the end. Conclusion As you can see, there are many different marketing strategies that your law firm could use to bring in new clients. The most important thing is to put them to practice. Once you begin to use these strategies, it will be easy to see the difference in how your law firm’s presence is more visible to prospective clients. # 10 Coworking Space Marketing Tips to Drive More Members URL: https://www.moonclerk.com/marketing-ideas-for-coworking-spaces Business · Dodd Caldwell · 2017-06-22 Check out these 10 steps that will help you successfully create a marketing and advertising strategy for your coworking space. ## Content In a world where startups come and go with the weather, coworking spaces are opportunities for one of the most profitable and sound investments budding entrepreneurs can make. If you own a coworking space, you understand that they can be money makers, but marketing them can be a distinct challenge. There’s no disputing coworking spaces’ popularity is on the rise, especially in this age of e-commuting, startups, and the freelancer economy. Often entrepreneurs and startups are stuck meeting at houses, coffee shops, or renting a small room in a business building. Coworking spaces offer an escape, as well as a community of like-minded people to help them network and grow. They allow designers, freelancers, developers, small business owners, startups, and more to have a dedicated workspace that is less expensive than a traditional office space. Coworking spaces provide businesses a place to get away from distractions at home, as well as a professional setting for clients. And best of all, they help build confidence and community with like-minded professionals. But, how do coworking spaces get members to fill up their building? With a marketing and advertising strategy. Use these straightforward steps to help grow your coworking space. Step 1: Have a Quality Website Image Source Let’s start with the very basics. You need a website. A good one. Don’t scrimp on the layout—have it professionally done. Clearly state the mission of your coworking space, as well as rates. Have your contact information visible. Include updates, such as a newsletter or blog posts that relate to business growth, networking, technology, and other categories that are in sync with the niches of your members. Make sure these posts have the potential for Google to display them when someone searches. Use ad platforms like AdSense to advertise your coworking space on other websites to bring in traffic. Include an easy way for potential members to sign up on your web page and for current members to quickly pay their rent and membership fees . Your website is the most basic requirement and it should contain all the necessary information. Step 2: Have a Social Media Strategy Image Source Take advantage of all the social media platforms. Use Twitter to follow your members, as well as potential members. Engage in or begin Twitter chats with different niches to help network and build professionalism. Advertise using Facebook Ads and make sure you have a page dedicated to your space. More and more businesses get foot traffic and members from Facebook newsfeeds, so take advantage of it. Also, when advertising on Facebook, make sure to focus your ads on local areas, since those will be the people who will use your coworking space. Use Instagram to show off the inside of your building, your members, and the events that you host. Instagram is one of the most popular social media platforms today, especially for bringing in followers, traffic, and business. Make sure you have high-quality photos and take smart advantage of hashtags. Spend a little to create sponsored Instagram posts that will show up on everyone’s feeds. Step 3: Membership Perks Image Source You are more likely to find members for your coworking space if you provide different perks or incentives for them. For examples, create a member referral program: give discounted rent or membership fees when members bring in a successful referral. According to Katie from Benjamin’s Desk , over 20% of their inquiries come from referrals. Include free coworking days. Once or twice a month, allow members, and even non-members, to come work in your space for free (and include free internet usage). Keep these days limited to continue to bring in profit, but make sure to have them to bring in new members as well as continue to keep your old. Have some sort of a “happy hour.” This doesn’t have to be free wine–it could be little snacks or small catered buffets. It could be local coffee, or on the special occasion, some alcohol. This is a prevalent coworking marketing strategy as people will always go where there is food. Offer a bartering system—waive rent or membership fee in exchange for the use of your members’ talents. For example, if you have a graphic designer as a member, have him create a few posters to help market your coworking space. Since coworking spaces don’t need a lot of oversight, offer it 24/7 to your members . Especially freelancers have an odd working schedule, and they will be more likely to go to you if they aren’t restricted by operating hours. Step 4: Create a Health Insurance Program One nerve-wracking thing about branching out and becoming a freelancer or creating your own startup is health insurance. However, if you can create a plan that includes health insurance, your membership will go through the roof. Ashley Proctor created the COHIP (the Coworking Health Insurance Plan ) by working with other coworking spaces to manage the finances. By having an insurance plan, members will be satisfied and more willing to stay longer since they can provide medical care for themselves and their families. Step 5: Offer Daycare Image Source Many times, e-commuters feel the need to stay home because of young children. However, this often cuts into their most productive hours. Parents often to get up very early or go to bed very late to get work done. By creating low-cost child care, such as NextKids , Sprout , and Work and Play , parents can have an independent workspace from their children, while still having proximity to them. Kids will also benefit from having other kids to play with and being able to get out of the house often. Also, by having a child care area, you also have the option of renting out that space for children’s parties. Step 6: Help Your Members Succeed Image Source Get to know the freelancers, startups, interns, and other members of your coworking space. What businesses do they have? What are their goals? What are their personalities? How can you help them succeed and how can they help you to succeed? Allow your members to advertise their business within the building. Let them create posters to showcase their activities or work. Create workshops, panels, and conferences in the different niches of your members to help them improve their businesses, as well as network. Open these up to the public as well, which will bring in more traffic. Step 7: Advertise to Current Members Not only do you want to market to new members, but you want to make sure to keep your current members. Newsletters are a great tool for this. Benji Mauer, co-founder of Make Shift Boston said that spotlighting members has been one of their most effective marketing tactics. Every Monday, on their Facebook page, they spotlight one of the members’ business, as well as what they love about Make Shift Boston, and finish it off with the hashtag #MakeShiftMemberMondays. Step 8: Advertise Toward Commuting Workers Image Source Especially if your coworking space is in a metropolis or close to an airport , try to reach out to those travelers and commuters. Pay for posters in local airports, taxis, and popular hotels. Commuters, especially those who fly for work, often struggle to find a reliable place to do their work. Hotel internet can be iffy, and no one wants to stay in a coffee shop all day every day. By reaching out to these nomadic workers, you can get a lot of incoming members. Make sure to offer a flexible membership for them since they may only be in town a few days a month. Step 9: Partner with Local Businesses Image Source Another coworking marketing strategy is to partner with local businesses. Purchase from local coffee shops to provide their brand of coffee to your members in their coworking space. Partner with movie theaters to host special screenings of films related to members’ niches and interest. Create raffles for gift cards to local restaurants or activities. Pay a restaurant to cater an event. Partner with local transportation systems by providing discounts for members. Ask to advertise your coworking are in local gathering places. Have a booth at farmers markets or local events. Offer to host local events at your building. Create a speed networking event. Maya Delano, senior community manager at Next Space in Santa Cruz , said that “Speed Networking Night was one of our best events yet. It was extremely effective as NextSpace Santa Cruz was able to get many new faces in the door and it was a wonderful networking opportunity for our members to connect and promote their business.” Step 10: Host Events at Your Coworking Space Image Source A very successful coworking marketing strategy is to rent out your space to more than just members. Host local events, art galleries, celebrity parties, concert series, etc. The Startup Building in Provo, Utah, is very successful with this tactic. A family-owned coworking space, The Startup Building also rents itself out to weddings, college art galleries, local pop-up boutiques, band competitions, entrepreneur conferences, photography sessions, even a weekly food truck roundup. By doing so, they have brought the entire community to their building and are always full. # New Feature: Verify USA Physical Addresses At Checkout URL: https://www.moonclerk.com/new-feature-verify-usa-physical-addresses-at-checkout Product · Dodd Caldwell · 2017-06-06 We’ve just launched the ability for you to verify US-based physical address when your payers are checking out on your MoonClerk payment forms. ## Content We’ve just launched the ability for you to verify US-based physical addresses when your payers are checking out on your MoonClerk payment forms. This feature will allow you to prevent payers from typing incorrect US-based addresses if you choose to ask for an address on your payment form – particularly helpful if you’re shipping physical products to an address in the USA. To enable this feature, when you’re creating an Address field in the Additional Information section , you’ll notice when you scroll down there is the option to “Verify US Address”. If you choose “Yes”, save the field option, then save the form, we’ll make sure verification happens at checkout. Once you’ve done that, when your payers enter an address at checkout, we’ll make sure it is a verified US Address. We will standardize addresses (ex. 123 South Main Street becomes 123 S Main St.). In certain instances, when payers type in an address that is close to the actual address but not correct, we will display suggestions for them to choose from. We’ve made sure that this verified address feature is backward compatible. So, in addition to creating new Address fields with verified addresses, you can convert your already existing Address fields in your payment forms so that any future checkouts on those forms will be verified. You just need to edit the Address field, click “Yes” to the “Verify US Address” toggle, save the field, then save the form. Also, if you have verification turned on for a form, you’re able to go into any past payments or specific recurring plans in your MoonClerk dashboard and manually verify those payers’ addresses. You just need to go to the specific payment or recurring plan, scroll to the Address in their Additional Information section and edit the address. At the bottom, you’ll see the toggle to verify the address. When you save the address, we’ll run it through the verification process. In each specific payment and recurring plan in your dashboard, you’ll see a green “Verified” flag by any address in the Additional Information section that is verified. In the API, the verified flag will show up in custom field address responses as either empty or true. When you have the US Address verification turned on for a form, whenever your payers attempt to update their address in the Payer Portal ( if you’ve chosen to give them that option ), we’ll also run the address updates through the verification process. We hope you find this new feature useful. As always, email us at help@moonclerk.com if you have any questions. Photo by Moosealope Save Save Sign in to your account # 18 Steps To Starting Your Own Physical Therapy Business URL: https://www.moonclerk.com/how-to-start-a-physical-therapy-business Business · Dodd Caldwell · 2017-06-01 If you're interested in starting your own Physical Therapy business, here is a list of 18 steps you need to know and follow before starting. ## Content Starting and managing your own physical therapy practice may seem like something that is unattainable. After all, setting up shop and then maintaining a livable wage is no easy feat. However, with the right physical therapy private practice business plan, you can have your very own physical therapy start-up clinic. There are no shortcuts when it comes to getting your PT clinic up and running, but with some meticulous planning and some hard work, you can be your own boss. Here are the steps you need to follow. 1. Research the Market in Your Area No business venture can begin without some precise market research . When conducting your research, you will need to answer the following questions. Who are your patients? What type of physical therapy do they need? Why do they need physical therapy? What will it take to make them choose your clinic? After you’ve answered these questions, you want to canvas the competition. How big are the practices in your area? How are your competitor’s businesses structured? Are they, solo practitioners, partnerships, franchises? How long has the competition existed? Answers to these questions will help you determine the potential for possible clients in the area you are considering starting your PT clinic. 2. Choose Your Physical Therapy Niche Based on Your Market A clear idea of what exists in your market gives you the necessary insight into what niches are underserviced. Maybe it’s pediatrics or geriatric. Choose one of those niches, and you will likely set yourself up for success. With a clear idea of the niche you hope to represent, begin reaching out and discussing your idea with therapists who are respected in that area. After you’ve chosen a niche, you can also start searching for physical therapy practices for sale in your area. 3. Determine If You Will be Cash-Based or Insurance-Based A good idea of what you want to do and where you want to do it will lead you to the question, “How am I going to run my practice?” The first major decision you need to make with regard to the “how” is, “How am I going to bill?” . Research the benefits of choosing to enter into contracts with insurance companies versus providing cash services. Historically speaking, insurance contracts make things easier. You will only be responsible for collecting copayments. However, more and more insurance companies are decreasing reimbursement rates, which has led many physical therapy private practice salaries to decline. Thus, many physical therapy start-ups have opted to use a cash-based plan. Be sure to do your homework in this area as your company’s success is contingent upon income. 4. Research Legal Liabilities When it comes to HIPPA, you can never be too sure. Take some time and learn the ins-and-outs of all of your legal liabilities. If you can afford a consultation with an attorney, it might be in your best interests. Legal responsibilities are one of those “ounce of prevention, pound of cure” scenarios. Don’t skimp on learning the rules because there’s a good chance it will cost you a lot later down the road if you don’t. 5. Develop a Business Plan You’ve explored the competition, you’ve determined a niche, you’ve made a financial decision, and you’ve looked into the rules for setting up and running your startup physical therapy clinic. Now, all you need is a solid business plan to present to a funding source. Several online sources can guide you through writing a business plan . Just make sure you spend a good deal of time on this step so that your vision and mission is crystal clear. You need the guiding principles of your business to be explicitly understood so that everything from marketing to customer satisfaction can run smoothly. 6. Secure Financing A solid business plan is the key to securing the necessary financing to begin building our your practice. There are a few places you can look for funding. Banks Angel Investors Family members Friends If you opt to go the bank route, you should be aware that you will likely have to revise your business plan. Also, there will be endless amounts of paperwork to complete the lending process. So, be patient and prepared if you are seeking funds from a bank. 7. Find a Location A solid understanding of how much money you have to bankroll your physical therapy clinic will give you a clear vision of how much you can afford for rent. Begin searching for a location within your budget. A few things to consider when looking for the right space for your practice are: Rent structure Square footage Location Parking 8. Negotiate a Lease Rent and lease contracts are another area that paying for an attorney will benefit you in the long run. You don’t want to get locked into a contract that you cannot pay because you do not know how much your physical therapy clinic is going to make. But, you also don’t want to enter into a short-term lease agreement, get settled, and then have the rent raised just as you are starting to get ahead. Hire an attorney, let him/her look over your finances, and get some help negotiating a lease that fits your budget and your vision. 9. Fill out All the Necessary Paperwork As long as you have that attorney working on the lease, you might want to consider hiring him/her to get the necessary business paperwork in order as well. You will need to do the following before you can become a legal business. Finalize a business name Have an up to date therapists’ license File your Articles of Incorporation with your state Secure an EIN from the IRS Purchase Insurance It’s also a good idea to join as many professional networks as you can. It will help you stay current on philosophies, and it will help you tremendously when it comes to networking. 10. Begin Searching For and Hiring Staff You planted the seed earlier in your endeavors when you were selecting your niche; now it’s time to actively recruit the best. Let college classmates know you are looking for quality therapists. Spread the word to old colleagues who you know are quality physical therapists. You will also need an office manager, so you can stay focused on patients and not managerial tasks. Make sure you hire someone who you feel can be the face of your practice. Your office manager must be efficient, but also kind and friendly. He/she will be any client’s first impression of your practice. 11. Develop a Marketing Plan You need a well-rounded marketing strategy. Plan on developing print and digital marketing materials. If you can afford radio or television ads, those are effective forms of advertising. Do not underestimate the power of visiting local doctors’ offices and sharing your specialty. Be sure you have business cards and print materials available for them to pass out to the patients they refer. Most importantly make it easy for doctors’ offices to schedule patients directly from their office. 12. Build a Website Don’t spend thousands of dollars on a website. But, make sure you get a page that can host a blog. You want to make sure it is branded with your logo, not a third party site, and you need to make sure that you use some SEO strategies so that it ranks above your competitors. Eventually, you will need to create a blog so that you can show your patients that you are industry expert. 13. Design the Space You’ve got the word out; now you should design a space that can house the patients you are marketing to. When designing your space, take into consideration that a professional designer will help you maximize your square footage while capturing your vision of your clinic. It’s important to note; your physical space is a direct reflection of your clinic. Patients will judge you if things don’t look nice. So, if you can’t afford a designer, make sure you spend some time looking at how other clinics are set up and try to mimic some of the designs that you feel are efficient and effective. 14. Buy the Necessary Physical Therapy Equipment Create physical therapy equipment list, and start shopping for the best deals. Order your equipment and then set it up according to your design. Don’t forget to look for physical therapy practices for sale. You can find some good deals on equipment that people are trying to get rid of. 15. Buy Your Office Supplies You will also need to purchase office furniture and supplies. Comfortable waiting room furniture is also important—especially since you will have people who need rehabilitation sitting in the waiting room. Purchasing the most up to date computers would also be wise. Slow computers can be frustrating and can impose unnecessary wait times on clients who are on the phone or who are in the office. People hate waiting, and forcing them to could cost you patients. Spend the extra few dollars and keep your technology up to date. 16. Decide How You Will Do Your Billing Are you going to use a 3rd party billing services , or is your office manager going to handle billing? There are pros and cons to both options, so be sure you do your homework about the different approaches. 17. Find the Right Software You will need to find the right software to keep everything organized. So, you will need to do some research about the following different types of software so that you can make an informed decision about what company’s solutions will work best for your practice. EMR/EHR? Payment platform CRM Scheduling Software 18. Offer Incentives Your space is ready, your computer systems are in place, and all the big managerial decisions have been made. Now you need to develop a plan to get patients in the door, and more importantly, you need a plan to keep them coming back. Remember it costs five times more money to earn a new customer than it does to keep one. Consider a loyalty program or some other type of incentive like reduced rates for the first few months. Do something to show your new patients you value their business. # 20 Awesome Subscription Box Ideas URL: https://www.moonclerk.com/20-awesome-subscription-box-ideas Business · Dodd Caldwell · 2017-05-23 Subscription boxes are an up-and-coming market that could be a great startup business. You’ll need to collect the items you’re selling, package and ship them, and be able to... ## Content Subscription boxes are an up-and-coming market that could be a great startup business. You’ll need to collect the items you’re selling, package and ship them, and be able to accept online payments and organize your financials . Throw in a website and some marketing and you will be running your own business before you know it! If you haven’t yet personally delved into the wonder that is subscription boxes, let’s get you up to speed. A subscription box is a box that contains an assortment of products automatically delivered to the customer, usually monthly, with the specific items inside being mostly a surprise. Boxes contain items around a central theme such as beauty, food, or pets. Think of an updated, more relevant “fruit-of-the-month” type subscription. The boxes usually provide a sample of products received monthly for the duration of the subscription. The price per month varies, but usually a discount is applied if you purchase 3, 6, or 12 months at a time. These subscriptions can be a successful business model . Who doesn’t love getting a package in the mail full of things they love? Read on for some ideas to get your creative wheels turning if you’re considering starting your own subscription box business . 1. Beauty Women are always looking for new beauty products, and receiving a sample of different selections in the mail each month is a huge draw if they are looking to invest in a subscription. Try to find a niche for your beauty box. Maybe you offer organic products, or locally sourced homemade products. 2. Pets Many people find great joy in the care and investment of their pets. Receiving an assortment of toys, treats, and accessories for their dog or cat is fun and enjoyable. You can consider allowing your customers to personalize their box by specifying what type of pet they have and their gender. 3. Books Book subscription boxes are very exciting for book lovers. Finding a good book can be a challenge, so people are paying not only for the books, but for the research you do that assures the selections are quality and enjoyable. 4. Cooking There’s no need to defend the current popularity of cooking. Offering the latest in cooking gadgets, kitchen tools, recipes, and spices would be an excellent box for the novice or experienced cook. 5. Baking Along those same lines, baking is also very popular and affords itself to many accessories and products the aspiring baker would love to receive. Quality recipes and tools such as specialty cookie cutters and fancy baking tins can set you apart. 6. Stationery/Planning Despite the surge of online calendars and communication, there is still a huge niche for paper and pen. Offering a box of notecards, pens, planners, etc. is a great idea for a monthly subscription. An idea to customize this box could be to ask your subscribers their favorite colors or their initials. 7. Fashion Offering consumers something new to wear each month is appealing and fun! There are already subscription boxes for socks and t-shirts but you could challenge yourself to become set apart by originality or comfort in what you offer. Accessories such as bow ties, scarves, even hair bows for babies are all items to consider honing in on. 8. Educational Educational subscription boxes for kids of all ages are a huge market. They can appeal to home educators, public or private schools, and parents/grandparents. You can go in many directions with an educational box, and get as specific as you wish. 9. Grooming For years, companies have been offering monthly shipments of razors. Men’s grooming supplies are a no brainer when it comes to subscription boxes. After all, most men do not like to shop for their supplies, they would much rather buy online and not have to leave their home. The box can include hair products, shaving tools, soaps, cologne, etc. 10. Guitar Offering a box that includes gear for the guitar player is a great idea. It’s a way for the musician to try different brands of strings or guitar picks. Or, you can have them personalize their box and get exactly the type of equipment they need every month. 11. Crafts With such a DIY craze in today’s world, a box with a different craft project each month could be a very successful business. You could categorize your boxes into age groups and each would of course include all supplies and directions needed for a fun craft project! 12. Sewing/Knitting Along those same lines, a box with a sewing, knitting, or crochet project that includes the needed supplies would be very appealing to the avid knitter. Knitting has become quite popular, which would help as you are marketing your product. 13. Kids Consider creating boxes for children. Parents and grandparents are always looking for gifts for their kids that are different and fun. Giving a child a subscription box is the gift that keeps on giving! You can offer a variety or stick to a certain niche. Some ideas for kids are stickers, kid crafts, fashion, science, travel, gardening…gearing any of these themes towards children would make your box marketable! 14. Geek Out Another group that can get excited about a subscription box is the geek/gamer/nerd demographic. This could include everything from novelty t-shirts to dice for tabletop games. If this is an area you already know something about and can see yourself putting together a top-notch geek box, go for it! 15. Foods Packing a box with goodies to eat is a huge market. You will need to figure out what type of food you’d like to focus on. Some ideas are healthy snacks, jams/jellies/preserves/honey, gourmet food, meal delivery, candy, jerky, nuts, chocolate…the possibilities are endless! Here is an informative article about a gin subscription club . 16. Tea/Coffee Because of the wide variety of coffees and teas out there, a subscription business in either of these brews would offer an ability to appeal to a wide range of people. And as a bonus, it would be very lightweight and inexpensive to ship! Here is a great article and interview with the founder of a subscription tea business. 17. Soap Soap is actually a much broader category than you may think. It offers many varieties and can appeal to a wide range of people. There are kitchen soaps, bars, bath soaps, shampoos, baby soaps, and soaps for sensitive skin. And think of how good your home office will smell! 18. Sports/Outdoors Whether it be golf, fishing, rock climbing, skateboarding, or martial arts– if there is a sport or hobby, there is gear for it. And you can create a box that is appealing to that group of hobbyists with up to date items they need. 19. Gardening Creating a box with seasonal seeds, tools, and garden plans would be a very sought after box if you like plants and gardening. You could offer a way to customize your box based on the location/climate of your subscribers. 20. Art An art box could easily appeal to all ages and all types of people. There are many people who enjoy making art but find it hard to fit it into their busy lives. Subscribing to an art box every month could give them the boost they need to create again. The boxes could contain different mediums such as pastels or paints, as well as the specialty paper needed to complete a project. Instructional videos could be linked online through your website. Wrapping It Up You can build a subscription box business in almost any area. Pick something you are passionate about and you already have a little knowledge of, and you’ll realize how much fun it can be to choose products and build your boxes! There are many available online tools out there to make billing and keeping track of payments a breeze so that you can focus on your product and getting the word out about what you have to offer! So good luck getting started and don’t be afraid to think outside the box! # 9 Steps To Starting Your Pet Sitting Business URL: https://www.moonclerk.com/9-steps-to-starting-your-pet-sitting-business Business · Dodd Caldwell · 2017-05-16 Everywhere you go, people have pets. It makes no difference the climate, whether it’s in the city or out in the country, people everywhere love animals and have pets that are very... ## Content Everywhere you go, people have pets. It makes no difference the climate, whether it’s in the city or out in the country, people everywhere love animals and have pets that are very dear to them. That is why starting a pet sitting business is a great idea no matter where you live. A pet sitting business can be very profitable and carries many benefits – you can make your own hours, work from home, and expand your business as you wish into areas that interest you. The pet sitting and dog walking businesses are fairly new industries, but the number of people who use these services is quickly on the rise. Pet sitting is a great new field to jump into with both feet. All you really need to begin is a love for animals! Step #1: Make a Plan Decide exactly what type of services you will offer. Will you host pets on your own property? Offer a pick up service? Visit pets once a day in their homes? Administer medications? Change litter boxes? Ask people you know who have pets. What type of services would they be willing to pay for? Make a decision about what your business will provide based on these types of things and also what you are capable of doing with the resources available to you. Step #2: Set Up Your Business You can start with the fun part – give your business a name! In today’s market, the name of your business is very important. It needs to be memorable and give a good indication of what you offer. Try to steer away from cheesy, cliched names. If you truly want to become a recognized business, then you will need to consider getting licensed. To find out what is required in your community, contact your local city hall. Pet sitting businesses are usually either sole proprietorships (businesses formed by an individual whose personal assets are not separate) or limited liability companies (LLCs) which separates the business assets from the personal ones and does not hold the business owner personally liable for any business debts. To complete the process of licensing and setting up your business, it would be a good idea to consult with an accountant or other professional who has experience with the process. Step #3: Consider Insurance Many things could happen while caring for other’s pets such as injury or damage to property. There are companies who offer this service to pet sitting businesses. Consider investing in insurance to save yourself from future legal headaches. Step #4: Generate your Forms Before you can open for business, you will need to generate some forms. When your clients want to acquire your services, you will need to give them a contract to fill out and sign. Also, you can create a card to keep a record of what you did with each pet during your pet sitting tenure. Also, have a form clients can fill out about medications, feedings, and any other instructions they may need to give you about how to care for their pet. You can create these forms digitally, or print them out. Either way, getting everything in “writing” will avoid confusion and ensure the best care for the pets. Step #5: Set Up Payment Decide how much to charge for your services so that you make enough money for your time spent. Things to consider – the type of animal, how many animals, and tasks you’re required to accomplish while with the pet(s). Utilize the internet to offer online payment options (such as automatic payment) for your clients. Using small business billing software is invaluable to you and will allow you more time and energy to focus on your clients and their furry friends! The easier you make it for clients to pay you, the happier they are. With this MoonClerk Pet Sitting Software for Billing, you can allow mobile payments, payments from your website and/or Facebook page, and see quickly which clients have made payments (or not). Step #6: Build a Website Remember those forms and payment options? Time to get them linked all in one place . Get a sharp looking logo designed with your business name to use on your website and also in marketing. Your website should give a quick impression of you and your care and love for pets. But creating a website is not enough. You can find tips online about how to get your website to show up in a Google search. As stated, your website can and should be a hub for forms, payment, and important information about your business, because these days people go straight to the internet to get information or make a payment. Step #7: Invest in Supplies Take stock of what you will need for your business. If you’ll only be visiting pets in their homes, for example, you may not need much – maybe some leashes, water bowls, and toys. If you will be hosting pets on your property, you might need to make more preparations, such as fencing. Will you wear a uniform or t-shirt with your logo? Get those in order and consider other supplies not related to pets such as folders, clipboards, and writing utensils which you may need to have with you at all times. Step #8: Time for Marketing Since you’re ready to “open the doors” of your business, it’s time to generate some excitement! If you have invested in clothing with your logo and/or phone number, you can wear it around your community and be happy to answer questions about your services. You can also get your name out there by printing our flyers and business cards and placing them in businesses such as veterinarian offices and pet stores. Consider investing in a large magnet to place on your vehicle with your logo and phone number. Utilize social media to get the word out online about your business. Create a Facebook page with information that can be shared. There is no shortage of cute animal photos on the internet- use a funny cat picture to your advantage by adding your information to it! Step #9: Make it Personal By now you should be getting inquiries about clients or starting up conversations at the park with cute dogs. Give every single person you come in contact with a personal response, and answer a phone call or email as soon as possible. Your clientele will grow with marketing and advertisement, but mostly by word of mouth. If you provide excellent care for pets and also make every client feel like you know and care for them as well, you will get more and more referrals. Build relationships with the pets you are caring for and treat each one as if they were your own pet. Going the extra mile for your furry friends will not go unnoticed, and your business will continue to grow! In Conclusion A pet sitting business is a largely untapped market and is quickly on the rise. Getting your foot in the door in this industry can prove to be highly successful. Since we live in an online world, starting a small business like pet sitting can be much easier with the use of productivity tools to manage your tasks or finances. People in every demographic have pets that need care. Pet sitting can be tailored to fit the different needs of any client in all parts of the world. Now that sounds like good business! # The Freelancer's Ultimate Guide To Invoicing URL: https://www.moonclerk.com/the-freelancers-ultimate-guide-to-invoicing Business · Dodd Caldwell · 2017-05-03 We've put together the ultimate guide to effectively invoice clients so you get paid. Learn how to create a quality invoice and get paid on time. ## Content Ah, invoices. These little notices can be the bane of business owners everywhere, but especially those of us who are freelancers or own a small business. Larger companies can at least have the option of having an entire department worry about the paperwork side of finances. If you are your own boss, that is your responsibility. You wanted to become a freelance blogger, journalist, trainer, artist, consultant, or whatever else to help other people and make your mark on the world on your own. But being on your own can be scary, and missteps can be fatal. So how to navigate the wide, confusing world of making sure your clients pay you? MoonClerk is here to help! What constitutes an actual invoice? The novices among us may not know! An invoice is simply a document—electronic or paper—given to a client to inform them of the goods and services they have procured from your business. It usually includes: How much each of these things cost Any additional fees that have been incurred (like late fees, rush fees, or additional charges) The date by which you expect to be paid in full Any additional notes for the recipient Can you send invoices manually? Sure. But who wants to spend time chasing down clients when you could be spending it getting new ones or working on other projects? ( This MoonClerk client agrees .) Why is an invoice important? Besides ensuring that you get paid, an invoice helps the buyer to have a document that proves they did pay you and allows them to keep track of their own finances and tax information. An invoice also allows you to have clear documentation of output, income, and business volume on a weekly, monthly, quarterly, and yearly basis. What do I need to include on my invoice? These are the basics: All of the goods and services for which you are charging the client. Generally, the more itemized and clear the list is, the better. Be sure to use clear names for things and list explicitly all costs and fees associated with each item.This is especially important if you are including multiple projects, goods or services on one invoice. Be sure to clearly distinguish them from one another and include the precise cost for each. This cuts down on confusion and helps you get paid sooner. Include whether the cost of the item is project-based or hourly . If hourly, be sure to include how many hours you worked and what the total cost is (just to be safe). The date on which you are sending the invoice. This becomes very important if you list, as some freelancers do, a certain amount of days from that date that the client has to pay. The date on which you expect to be paid. It is very important to discuss with your client beforehand—as in before you begin the project—how many days between the writing of the invoice and the due date there are. It is unfair to the client to not let them know how long they have to pay you.) Any late fees that will be incurred based on how late the payment is, as well as whatever follow-up terms (overdue notices, interest, etc.) will be expected. This must be stated explicitly to prevent any claims of ignorance or evasion on the part of shady clients. Any specific instructions on how you wish to be paid. (With MoonClerk, this step is functionally eliminated since everything is done electronically.) Be Easy to Find Disgruntled clients are bad. Disgruntled clients who are exasperated because they can’t get a hold of you are worse. If you are a one-person show, simply including your contact information is enough. But what if you’re a larger company? Or, what if multiple people worked on different aspects of the project? You’ll need to be clear about who they can contact with questions or concerns and the hours in which they can be reached. You will need to decide as a company who will handle these kinds of issues. For example, let’s say three people worked on a project together. Do you want all three to be equally responsible for complaints? Is one of you a supervisor? Let the client know who they can speak to directly with any issues. Then, be willing to follow through! Numbers are Your Friends Make sure to number your invoices. An easy way to do this (if your program does not number them automatically) is to place the year first followed by whatever number invoice this is for that year. For example, 2017098 would mean the 98th invoice of 2017. It’s easy to see why a clear numbering system is important. Let’s say you are following up with a client who hasn’t paid you ( go here for more about that). How will you be able to clearly, succinctly, and with easy proof show them they haven’t paid? By asking them about “that invoice for that project I did for you six months ago”? Or by showing them a copy of invoice #2017072, with the date it was sent, the due date, and reminding them that they received a copy (which, with MoonClerk, they would have )? Understanding Nets Have you ever seen wording like “Net 15” or “Net 30” on an invoice? Have you wondered what that means? It’s just industry-insider talk for how many days the client has to pay their bill, counted from the day the invoice is sent. For example, if you send the invoice to your client on May 15th, and have the notation “Net 15” on the invoice, it means they have until May 30th to pay you in full (or the first installment, or half, or whatever you have agreed upon). How do you determine how many days to give? Wisdom is important here. It is permissible to give different clients different net numbers based on circumstances. Smaller payments can be expected as due upon receipt. Larger ones can be given a longer time frame, with the additional option of paying in installments. All of this should be clearly stated on the invoice, and some of it should have been discussed beforehand. Who Pays the Fees? Remember that virtually whichever way your payments are processed (with the possible exception of checks and cash), there will be fees involved, sometimes steep ones. If you are unwilling to pay these fees entirely yourself, you can add a surcharge to your invoice to offset at least some of the impact. This must be stated very clearly and it may not be the kind of thing you can do with every client. Also consider only charging this fee for especially high processing costs (which tend to increase if the transaction is higher). The point is to agree ahead of time on which party will absorb any necessary fees for them paying you for your job, and to state this clearly on the invoice. It’s the Little Things Put thought into the design of your invoice. Who wants to read something that looks like a cellphone bill? Make it both professional and inviting. You do not want your last contact with your client to be a sloppy mess–or perhaps worse, a bland, uninspired, cold paper. Express your personality, the ethos of your business, and the positive experience you want them to have because they worked with you. In today’s culture, it is quite common for small businesses to be more personal and individualized than in years past, so don’t be afraid of a little whimsy (like on this example ) or including the client’s name in a pre-prepared note of explanation. Feel free to include a personal note of thanks for their business and express appreciation for the chance to work with them now and in the future. Additionally, don’t be afraid to invite feedback. This is above and beyond the standard “please let me know if you have questions” line. Perhaps tell them of a place in your website where they can post a review, or of an email address set aside for just that purpose. This not only communicates a sense of responsibility to them, but it also allows you to grow as an entrepreneur–you’ll quickly find out from clients themselves what works, what doesn’t, and why. Conclusion Invoicing is a fact of life for everyone involved in business. For freelancers, it’s the difference between getting paid for your hard work and going broke. Especially for those of us just striking it out on our own in self-employed independent work, making sure we’re seen, heard, and valued for our efforts can be time-consuming enough. Why create more frustration for yourself than is already inherent in starting your own business? Learn how to create a quality invoice now. Fiddle with designs and layout and ideas until you find one that includes everything you need and speaks in your unique style. Your business is yours. Quality invoicing not only keeps it that way, but is essential to creating both the income and client interest to write your personal and professional success story. (MoonClerk wants to help your business flourish too. Its automatic invoicing, simple learning curve, low fees, and lots of other features make it the best friend of freelancers and small business owners across the nation. You can hear from some loyal users who know and love MoonClerk here , here , and here .) # 9 Powerful CrossFit Marketing Strategies URL: https://www.moonclerk.com/crossfit-marketing-strategies Business · Dodd Caldwell · 2017-04-21 Here is a list of effective marketing strategies to help you promote your Crossfit box efficiently and bringing in new members. ## Content Have you finally accomplished your dream of owning your own CrossFit box? Congratulations! You’ve already taken the hardest steps towards making your dream a reality. You’ve probably invested a lot of time and money into building your box, and now you need to create and build the community that is essential to success. In order to accomplish that, you need to be able to attract new members on a consistent basis. Thankfully, there are a variety of easy ways to attract long term members to your box. Here are nine simple tips for marketing your CrossFit box efficiently and bringing in new members. 1. Offer Free Merch One of the most important things for a CrossFit box is for people to know that you exist. Seeing your box’s name on merchandise can easily help bring in new members. Image Source Printing your box’s name and logo on t-shirts, hats, and gym bags is a very cheap and efficient way to advertise that your box is open for business. An easy way to go about increasing your box’s visibility is to provide your current members with at least one free item with your logo on it and offer other items for sale at discounted prices. Members are usually loyal to their CrossFit box and often sport the merchandise multiple times a week. This could lead to friends, or even strangers, asking your current members about your box if they see your logo on their shirt. Using your current members is like having walking advertisements for your box, but even better since they can actually answer questions! 2. Offer a Great Starting Package Most CrossFit boxes offer a free workout of the day (WOD) to attract new members. People usually want to spend their money when they feel invested in an activity or feel part of a community. CrossFit boxes in particular can create that sense community feeling easily, since the workouts are group based. People tend to feel strong connections with a new community over a period of time. However, a new Crossfit community can sometimes be intimidating for a newcomer. While offering one free WOD to prospective members is great, it might not be enough to draw that person into spending money on your box and joining your community. Multiple workouts allow the prospective member to build relationships with your current members and feel a part of the community before even joining. Offering an introductory package of two or three free WODs also shows potential members that you are interested in cultivating a relationship with them, which usually develops over time. 3. Set up Monthly Recurring Payments for your Members While this is not technically a strategy to bring new members into your box, it is certainly useful to be able to maintain the number of current members that you have. A great way to increase your monthly revenue is by automatically withdrawing your member’s monthly fees, directly from their credit or debit cards. The idea of automatic payments can also be a plus for potential members, knowing that they don’t have to deal with making timely payments on their own. Moonclerk offers this type of service to make it easy on your business. 4. Start a CrossFit Member-of-the-Month Club Showcasing one member each week or month on social media sites can be a real draw for prospective members. It shows that you recognize your current members accomplishments and are invested in their progress and goals. The featured member and fellow members will likely share your social media posts about their accomplishments, drawing in new traffic to your social media pages. 5. Strong Online Presence It’s important to create a strong online presence with your CrossFit box. When people decide to start the process of getting in shape or joining a new gym, they often look to the internet for websites and reviews. Utilize your website to create a review section and ask current members to leave reviews of your box in exchange for a free shirt (double win!). Make sure you link your social media accounts to your website so potential members can easily find you and follow your stories and content on your various social media pages. Make sure that your social media accounts are up to date and that you post frequently so potential members can see what is currently happening in your box and community. Also, make sure that your website has been fully optimized in order to attract individuals searching on Google. You definitely don’t want your CrossFit box to pop up on the third or fourth page of a Google search when a potential member is searching for boxes in their area. When searching for information on Google, most individuals don’t even make it past the first page! Search Engine Optimization (SEO) is a great way to utilize the internet to attract new members that are actively seeking out a CrossFit box to join. You can hire someone to help you optimize your results or if money is tight, you can find many resources online to assist with this. You can find a more in depth example of how to utilize SEO optimization for your CrossFit box here . 6. Create Business Partnerships with Similar Businesses Who do you want to attract as new members to your box? What do your current members enjoy? What establishments do they frequent when they are not at your box? Developing partnerships with local businesses can help you more efficiently target new individuals that are likely to sign up for a membership. For example, the local health food grocery store, new juice bar, or yoga studio are likely places to find people interested in fitness. By developing a partnership with those businesses, both parties benefit. You could feature a promotion at the juice bar for a certain percentage off the first month. In return, you can offer your members a discount to the juice bar. Both businesses win and traffic to your CrossFit box is likely to increase when you are targeting individuals who are interested in getting fit. 7. Offer Classes to Large Companies Many large businesses are now offering incentives for their employees to maintain their health and participate in fitness activities. Some companies even offer classes at their place of business in order to encourage fitness in their employees lives. These companies will usually pay top dollar for these classes. One of the many benefits to offering these classes is that they showcase your CrossFit box, culture, and workouts to a group of individuals who might not have considered ever joining. It also helps bring in some steady income for teaching these classes. 8. Create a Team for a Sports League CrossFit members are active people in general. Building a community for your members is extremely important and one great way to do that is by creating a sports league team with your members. Whether it’s softball, kickball or flag football, there are probably many local leagues your team could join. By utilizing your current members to create a team, you are showing everyone that community is important to you and your CrossFit box. Other teams can see that your members enjoy being together and participating in local sports outside of the box. Also, having your members wear your box’s t-shirts can spark plenty of conversations about your box on-and-off the field! 9. Offer Referral Rewards There is no better marketing than word-of-mouth from your current members. By offering a discount for current members to bring in new referrals, you are taking advantage of the easiest way to market your box. It takes little to no effort on your part, as your current members are doing all of the leg work for you. Other than being able to workout with their friend, you can make the new memberships more enticing by offering both the current member and new referral a discount on a month of their membership fees. Conclusion Creating a sense of community with the right members is important for your CrossFit box, but in order to do that, you must be able to bring in new members. Operating a new CrossFit box can be a challenge, but you can set yourself up for success when utilizing the above tips. # New Feature: Give Your Payers The Ability To Change The Amount Of Their Recurring Plans URL: https://www.moonclerk.com/new-feature-give-your-payers-the-ability-to-change-the-amount-of-their-recurring-plans Product · Dodd Caldwell · 2017-04-13 We’ve updated our self-service controls by adding the ability for you to allow your payers to change the amount of their recurring plans. ## Content A couple of months ago we announced some additional options for payers to control their own recurring plans in the Payer Portal. We’ve now added another update to these self-service controls – the ability for you to allow your payers to change the amount of their recurring plans. Your payers will still use the Payer Portal to change the amount of their recurring plan. And we will automatically restrict the changes they can make based on the parameters of the Amount section in the MoonClerk payment form they checked out on. So, if you enable this feature but have a form where you only have one amount you don’t want them to be able to change, we take care of that automatically for you. You can find instructions and read more about how this feature works. Send us an email at help@moonclerk.com if you have any questions. Photo by Mark Turnauckas # How To Write A Business Plan For A Nonprofit Organization URL: https://www.moonclerk.com/how-to-write-a-nonprofit-business-plan Business · Dodd Caldwell · 2017-04-04 Are you about starting a Nonprofit organization? This guide will show you exactly what to include and how to put it together. ## Content Writing a business plan for a new nonprofit is essential, and this guide will show you exactly what to include and how to put it together. Without a business plan, it’s easy to lose direction, harder to recruit quality personnel, and nearly impossible to successfully apply for funding. Your business plan, once complete, should not only help you achieve those goals, but also provide you with a clear pathway to success. It should frequently be referenced during key decision-making times to stay on track and to make sure your not for profit organization always adheres to its stated vision. This guide will help you to create a business plan that fulfills all those roles. Your Basic Nonprofit Business Plan Template The best business plans aren’t unnecessarily long, but do include as much information as necessary. They may be as short as seven pages long, one for each of these essential sections, or up to 30 pages long as your organization grows and becomes more complicated. Don’t worry if your business plan seems too short. Here, brevity is a virtue. If your plan has these seven sections and all the details mentioned here, you should be well on your way to meeting your nonprofit goals. 1. Title Page This is the easiest part but should not be overlooked. This is like the title page of a resume. You should make sure your nonprofit’s name about is 2-3 inches from the top of the page. Below it, you need to have the following details: Business Plan – Just under your Nonprofit’s Name should be the words “business plan” to show exactly what the document is. The Date Your Plan was Finalized – You can write it any way you want, from September 2017 to 09/2017. Contact Information – Name, Address, Email and Phone Number all go below. 2. Executive Summary You can draft this up first, but it should be the last thing you work on. This is the most important part of your business plan. Here you must summarize, on one page, every critical aspect of your nonprofit. This summary will determine if someone, be it an investor or potential staff member, will continue reading. The Executive Summary is where you sell your organization and its ideas. Here you need to describe your organization. What makes your organization stand out? What is your ultimate vision? Which problems are you solving? Then talk about how you are achieving those goals. What accomplishments have you made? What are your next steps? How financially stable are you? And, if you are applying for funding there are some things you need to think about. Why do you need funding? What are good sources for funding? How will you seek funding from those sources? What will you do to try and turn the funding into recurrent funding? What grants are available? What work is involved in obtaining grants? What work is involved in maintaining the grants? You should be able to answer all these questions in your executive summary. 3. Nonprofit Description – Details of Previous Accomplishments If your nonprofit organization has a significant list of achievements and needs a dedicated space for them, this is the place to do it. At its best, this section will demonstrate how past goals were met on-time. It can also show real examples of how funding challenges were met or goals were exceeded. This should go directly after your Executive Summary. 4. Product, Service, and Program Details As a nonprofit, you more than likely won’t be producing a product. (If you do, the complexities regarding your tax status and whether it is or is not eligible should be discussed with a qualified accountant or attorney.) As such, you should focus on what services you offer and how you plan to offer them. This section should be able to answer the following questions: How do your programs and services make a positive change? How can the effects of your accomplishments be measured? Is there a chance of achieving this goal? 5. Management Team Summary This is where you introduce the key players in your organization. List names, credentials, and relevant experience. You can go on to talk about their role in your nonprofit, too. Then, if you have space, you can discuss any gaps you may have and your plans to fill them. For example, if you have a growing volunteer community and require a dedicated staff member, say that you are looking for one and what their qualifications should be. 6. Marketing Strategy This section is where you detail how you plan to raise awareness for your cause. Do you already have local traction? Do you have a plan for acquiring media attention? Is someone on your team a master of social media marketing tactics? Do you plan on doing community outreach? What is your impact potential and how do you plan to reach it? Your marketing section should include examples of past campaigns and their effectiveness, if possible, and as space allows. 7. Capitalization and Finances Here you need to list where your finances stand today as well as a 3-to-5 year projection. As you will update your business plan at least every two years, these number should stay relatively current. Make sure to keep your projections realistic and in-line with current or reasonably expected growth. This section is a prime space for charts, graphs, and other visual material. Once you have provided all the basics, talk about what you plan to do if there is a surplus from any activity. What will you do if individual financial goals fall short? What fund-raising methods will you use? How will you seek out or process donations? 8. Appendix – Supporting Documents This is the place to put any miscellaneous supporting documents like financial statements, endorsements or agreements. As a brand, new nonprofit, you might not have much to put here, and that’s okay. Remember, you only need to include what is most relevant, and you can leave out anything you may have covered in another section. Don’t cram this section with unnecessary documents – a maximum of 5 pages is more than enough. Additional Sections In the above section, you learned about the eight essential components of your business plan. Now you can add any of the additional sections below. Though not necessary, they may be useful to attempt if you’re still trying to nail down all aspects of your organization. As your nonprofit grows, or if it’s already been active for some years, these sections may be essential to providing readers with a comprehensive look at your organization. Problem Statement Sometimes called “Market Research” or a “Needs Analysis,” this is where you put what you have learned about other nonprofits in this area. Is anyone else trying to solve this same problem? Does your organization do a better job or have a different angle? Is your goal open-ended or do you have a defined objective that you can finish? Will that goal evolve? If you have any strategies or research to your credit or benefit that have not been mentioned elsewhere that will be an essential part of your nonprofit, include them in this section of your business plan. Organizational Structure and Personnel Plan This section would go after your “Management Team” or “Key Roles” summary. Here you will go into further detail about what positions you need to fill and how you plan to go about doing that. You may also include examples of staffing schedules. This is also the place to go in-depth about how you will handle volunteers and which tasks you should reserve for them. Effective volunteer management is a valuable skill for any nonprofit. Operational Plan Depending on which other sections you have chosen to include, your operational plan should show a brief outline of your current typical operating procedures as well as any changes you intend to make as your organization grows. If the information you would put here is repeated in any other section, leave this section out. Putting it All Together Before you finalize your business plan, here are five things to keep in mind. Order The Title Page goes first, followed by the Executive Statement. The Appendix always goes last. Everything else goes in between, in order of most relevant to least, however you feel that applies to your nonprofit. Visuals You may use visuals in your business plan to underline important points. Financial charts and visual projections are always appreciated. Images of your successes may be, too. Not only will they make it easier for others to skim over your plan (and many people will do that before deciding to read it in-depth) but it helps break up the monotony of plain text. However, don’t let them stretch your document beyond recommended levels. Format Keep it simple. A business plan that includes all the necessary information is more impressive than one with fancy formatting. There are, however, a few things to keep in mind. Keep your formatting consistent. Use standard 1-inch margins. Use a reasonable font size for the body, such as 12 point. For print, use a serif font like Times New Roman or Courier. For digital, use sans serifs like Verdana or Arial. The font does make a difference. Do start a new page before each section. Don’t allow your plan to print and leave a single line on an otherwise blank page. Find a way to fit it in appropriately. Editing Edit your work or ask someone to do it for you, maybe another board member. Writing your business plan should be fun, but it does have a purpose. Check each page and make sure every line supports whatever section you happen to be explaining. Cut anything that is unnecessary. If you still feel like you need help, consider finding a mentor. You could approach a local nonprofit owner or contact a reputable organization like SCORE. Length You should be able to write a business plan that is, excluding the Appendix, no more than 15 to 20 pages long. Being thorough is admirable, but the people who ask for your business plan may not read past your executive summary and if they do they expect to find only the information they need to support their decision, no more. Planning for the Future Your business plan must evolve with your nonprofit. At a minimum, it should be revised every two years. Changes should reflect staffing updates, new accomplishments, revised policies or goals, and updates financial data, etc. Keeping your business plan up-to-date can help remind you and the board of what your nonprofit stands for as well as ease the burden of making rushed corrections if a significant change has occurred and you must apply for financing. Plan to Write a Lot of Thank You Notes As a nonprofit, paying attention to your donors is critical to your success. It is much easier to get recurring donations than it is to find new donors. Further, given your nonprofit status, you must provide receipts for gifts of $250 or more. Personalized notes, whether digital or hand-written, are valued by your community so make sure you collect enough information to make those thank-yous personal and include the right receipts. If you can do that, your nonprofit has a much better chance of growing from a handful of supporters to a thriving community. # A Layman's Guide To Credit Card Fees And How To Reduce Them URL: https://www.moonclerk.com/a-laymans-guide-to-credit-card-fees-and-how-to-reduce-them Business · Dodd Caldwell · 2017-03-30 Credit cards are convenient, popular, and faster than checks or cash. It’s no wonder that a large (and growing) percentage of consumers are using them for all kinds of... ## Content Credit cards are convenient, popular, and faster than checks or cash. It’s no wonder that a large (and growing) percentage of consumers are using them for all kinds of transactions. But as a business owner, you deserve to know about the effects credit card fees will have on your business and how to alleviate the impact. And, as our society moves more and more to paper-free transactions, it will become more and moreshu important for merchants to accept credit cards. The best way to have a stable business in this credit card age is to know what the fees involved are and how you can find creative ways to save on them. A Brief Introduction to Credit Card Fees Credit card fees can be an extremely complicated and overwhelming task for a new entrepreneur. This section will only cover the basics, as that’s all you need to know for right now. However, a word of comparison: One of the reasons MoonClerk exists is to simplify the process of accepting credit card, including not having to worry about what your actual processing fees may be (more on that later.) MoonClerk offers built-in software that is ideal for both one-time and recurring payments. If you feel another platform is right for you, this introduction will be your crash course in what you need to know. However, just by finding a bank with a lower transaction fee doesn’t mean you’ll have the software to accept recurring payments. But with MoonClerk, you get all that and more, right out of the box! OK, so if you’re not using MoonClerk, there are four major players in every credit card transaction beyond the consumer and the merchant (you): The Issuing Bank is the organization that provides the physical card. Think your bank here. Examples include Citi or Bank of America. The Credit Card Association or Credit Card Brand is the credit card company. They create the cards. Examples would be Visa and MasterCard . They, along with issuing banks, determine most of the fees you will pay for using their cards. Acquiring Banks hold the accounts for businesses who accept credit cards. Their job is to reimburse customers if the business goes under, so they act as a layer of consumer protection. Chase and Wells Fargo are examples of these banks. Processors are a diverse and complicated category of individuals and organizations that actually push the transactions through and handle various aspects of sale and service. Credit card fees fall into three major categories: Transaction fees are charged per transaction and are paid to the issuing bank and the credit card association. In other words, to your bank and the credit card company. These fees break down into two smaller categories: Interchange fees : paid per transaction and are a percentage of the sale plus a small fixed amount, like $0.10. Assessment fees , which are paid to the credit card company each time a business accepts a debit or credit card from their brand. They are a small percentage of the transaction (based on monthly volume), and an additional small fee.Both kinds of transaction fees are nonnegotiable.These will account for the largest cost you will incur in accepting credit cards. Flat fees are various additional fees charged by your processor for using the card and any other services or equipment. They include things like terminal rental, eCommerce fees, early termination penalties, and so on. These vary greatly depending on provider and are an important part of picking which company to work with. Incidental fees are like flat ones. They vary and depend on your processor. They are less frequent and depend on exactly how you use credit cards. Address Verification Service (AVS), retrieval request fees, chargebacks, and voice authorization fees all fall into this category. Are you confused yet? If you want a far more in-depth discussion of all the minute ins and outs of credit card fees and how they work, Simple Dollar and Merchant Maverick have great crash courses! But, here’s where all this information impacts you: Remember how I said you can’t change the transaction fee cost? Well, you can change the costs of flat and incidental fees. Most credit card experts call the former “wholesale” costs, which are nonnegotiable, and the latter are “markup” costs, which most certainly are negotiable. To start saving money on transaction fees, your goal should be to find a processor who gives you the most quality service for your money while charging you the smallest possible markup fees. And the cool thing is, to quickly and safely cut out all of this confusion, you can just use MoonClerk. They do all the work for you while offering you easy set up, built-in software, and a secure processor undergirding every transaction. Navigating Markup Fees Processors charge markup rates differently. There are three major pricing models, the first or last of which can be the most merchant-friendly: Flat Pricing is commonly used by many processors. It’s called “flat” pricing because the processor takes flat rate from each transaction and deposits the rest in your account.You may hear that flat pricing costs more than pass-through. This is not necessarily true; other merchant accounts charge additional fees atop their standard transaction costs, which end up being more than the one simple cost from flat fee processors. Thus, the lower listed price may not actually be lower, if your processor adds many fees atop that.That isn’t the case with Stripe, the processor which underlies MoonClerk’s software. Further, larger volume transactions can get an adjusted transaction fee from Stripe easily. With MoonClerk , you’ll know what you’re paying ahead of time and won’t be surprised by hidden surcharges or fluctuating percentages. (Stripe charges the transaction fees, while MoonClerk charges a monthly rate based on transaction volume.) Bundled Pricing should be avoided if at all possible. In this scenario, the processor is paid directly—they then pay the transaction fees, while keeping whatever is left over for themselves.They can charge you whatever they want and you have no way of knowing exactly how much you’re paying in markups or if those charges are fair and necessary. Pass-Through Pricing emphasizes transparency. The transaction fees are “passed through” directly to you, the merchant, while any markup fees are charged separately.This way, you know exactly what your processor is charging and they can’t add hidden fees. Additionally, it also ends up being cheaper for you to have all of the markups charged separately. While pass-through costs merchants less money, in some instances flat pricing can be the better option given that it is streamlined, user-friendly, and extremely clear. Deciding which is best for you depends on your business goals, your transaction frequency, your monthly income, and other factors. 9 Tips and Tricks to Save on Fees Now that you know something about what the fees are and how they’re assessed, let’s look at ways to minimize fees. Some of these will only apply to merchants with a physical store and terminal, while others will apply to everyone who accepts plastic. 1. Set a Firm Minimum Limit This can be extremely useful. Simply post a sign at the cash register that says you will not accept credit cards if the transaction is below a certain price (say, ten dollars). There is a touch of psychology here, and it’s beautiful: Most people will prefer to either pay cash or take the advantage of buying more things with their card, instead of having to limit themselves to the small amount. This works out for you either way: If they use cash, you avoid all processing fees. If they buy a ton of stuff with their card, you may be able to offset some of the fees that you’ll incur. 2. Do Your Homework Most problems can be avoided ahead of time by researching processors very carefully. Remember that you want to avoid bundled pricing wherever possible and to focus on either flat pricing or push-through (whichever is most conducive to your business). This is where you have leverage over how much you’re going to be charged for the things you actually can control, so spend as much time on this step as you need. MoonClerk is great for both one-time and recurring transactions. Here’s an example of a business whose recurring transactions grew to thousands of dollars each week. 3. BYOT (Buy Your Own Terminal) Many processors allow merchants to rent terminals for a monthly fee. This sounds convenient (and it may be for some people), but it ends up being unnecessarily expensive. It’s far easier to simply buy your own—and you can get good ones from any office supply company. 4. Swipe, Don’t Type This is a mistake that can be made easily if you accept a lot of over-the-phone transactions. Because the physical card isn’t being swiped, it’s easier for fraud to take place and you will be charged extra by your credit card company to set off potential fraud costs. It’s far easier to physically swipe the card and to inform your employees of that requirement. If you do want to accept non-physical payments, or must otherwise type in credit card information, you can simply make sure you include the CCV (security) code on the back of the card. This functions the same way as if the card was swiped. 5. Use a Giant Bank This isn’t possible for everyone, but if you can, choose to have your payments processed directly by the issuing bank. Using a smaller, local bank will actually increase markup costs because they’ll just outsourcing their processing services to one of the larger players like Chase, Bank of America, and Wells Fargo. Also, the smaller bank will have various overhead costs—like salary, insurance, maintenance, building costs like mortgages or electric bills, and other expenses—that will get passed on to you in the form of higher processing fees. Choosing to have a larger, national entity process your transactions will save you lots of money in the long run. 6. Do It Right From the Start “Measure twice, cut once” is a cliché for a very good reason. You must make sure that your account with the processor is in order ahead of time and that your terminal is set up properly. If they aren’t, you’ll just have more charges and fees that you have no good reason to pay. For those of you that have physical terminals, it’s very important to process transactions quickly, because batch fees will only increase based on transaction volume. Even waiting a few days can make costs skyrocket unnecessarily. Get in the habit of processing within 24 hours. The discipline and care involved in taking the extra time to submit the proper information and have everything in working order will pay off nicely. 7. Check With an Expert It’s natural to feel overwhelmed by all of the moving pieces involved in credit card processing. It’s a good idea to talk with a processing consultation company, as they can help you navigate the jungle and guide you to the processor and rate combination that works best for you. Besides helping with myth refutation , they can give you the confidence of having an informed expert show you the ropes. One example of this kind of company is Ideal Cost , which originally began as a local firm in Florida but expanded nationwide several years ago. 8. Don’t Be Afraid to Ask There really isn’t such a thing as a stupid question. As you shop around for processors, don’t be afraid to ask questions about how they charge markups, for what, why, and if they are willing to work with you to lower costs. A good company will be more concerned with serving you, the customer, than being obsessed with their own profits. If you get answers that will hurt your business or cost you unnecessarily—or worse, are lied to or evaded—run. MoonClerk partners with Stripe to do all its processing. Stripe is one of the most popular and reputable processors on the web and charges clear, simple rates for all transactions. Find out more here . 9. Be Sure to Comply The better credit card processors require merchants to meet a series of industry standards to maintain integrity and reduce security risks. Payment Card Industry (PCI) Compliance status means you’ve been evaluated and have been determined to be compliant with all of the various requirements and expectations set by the card issuing companies. Here’s why this is a way to save money: There is an annual fee involved to go through the program (it can range from $90 to $165 per year), but that’s it. With MoonClerk and Stripe, however, PCI compliance is included. Noncompliance will rack up more charges than you want to even think about, and can cripple or shut down businesses as a penalty. Get the reputation of being a merchant who has integrity and complies with industry standards. It’ll save you money and headaches—and pay back a sense of honor and confidence. Conclusion Credit cards are a permanent and growing way of life for millions of Americans. Business owners large and small owe it to themselves to navigate the system in a way that will maintain transparency, allow them to grow, and create real profit. This process can feel scary or bewildering at first, with all the different rules, options, and combinations. But with platforms like MoonClerk and Stripe, all of the guesswork and navigation is already done for you, and an easy set-up and smooth, secure reliability for both one-time and recurring transactions is bundled together from day one! Instead of figuring all this out for yourself, let the experts at MoonClerk and Stripe experts do it for you, and focus on what’s most important: building and securing your business and its future! # How Andy Potts Racing Grew 450% In 2 Years While Using MoonClerk To Process Payments URL: https://www.moonclerk.com/how-andy-potts-racing-grew-450-in-2-years-while-using-moonclerk-to-process-payments Customers · Dodd Caldwell · 2017-03-14 Andy Potts tells us how MoonClerk has helped his triathlon coaching business grow by 450% in 2 years and free up 2 employees to focus on sales & marketing. ## Content Professional triathlete, Andy Potts, talks to us about how he uses MoonClerk to process payments for his triathlon coaching business , growing by 450% in 2 years and freeing up 2 of his employees to focus on sales and marketing rather than handling administrative tasks. Can you tell us a little about your business? I am a professional triathlete and my organization, Andy Potts Racing, manages my racing career as well as an endurance sports team of athletes. What are your day-to-day responsibilities? My primary responsibility is to be the best father, husband, athlete, and brand ambassador for my sponsor partners. On a daily basis, I work with my marketing team to ensure we are activating on behalf of all of our sponsor partners both digitally and onsite at events, that we are communicating effectively and managing the coaching of our athletes, and that we are creating and selling the best equipment and clothing for our business. How did your organization get its start? The organization was the brainchild of myself and my long-time friend and business partner, Daniel Brienza. We talked for years about how I wanted to be more than an athlete, how I wanted to share my experiences and lessons with the community, and how I really wanted to help grow the sport of triathlon in a major way. What have been some key factors in your business’s growth? Like any successful organization, it comes down to vision, drive, attitude, and effort. We have a strong team in place that spends countless hours driving towards our vision, is very in-tune with our customer base and their needs, and is constantly challenging themselves and those around them to push their personal potential and our organization’s potential. What do you use MoonClerk for? We use MoonClerk to process payments for our coaching services, e-commerce site, and to manage payments for our camps and clinics we run throughout the year. Before MoonClerk, did you use another payment system? Yes, we used PayPal Pro. MoonClerk was a more seamless solution. What made you decide to use MoonClerk? We decided to use MoonClerk because of the simplicity of the product, the integration with SquareSpace, and the reasonable pricing structure. What do you like about MoonClerk? MoonClerk was seamless, simple, and easy to learn. I really like the online dashboard as I find myself on it daily working through different things. How has MoonClerk improved or helped your business? MoonClerk has helped us scale our business quickly; growing by over 450% over the past two years. The efficiencies we have gained through MoonClerk have allowed us to shift two roles within our organization from managing development and payment processing systems to sales and marketing; which is leading to even more gains! Any advice for others who are in similar industries? If you are looking for an all-in-one solution for payment processing, MoonClerk should be at the top of your consideration list. # 7 Ways To Increase Donors For Nonprofits URL: https://www.moonclerk.com/7-ways-to-increase-donors-for-nonprofits Business · Dodd Caldwell · 2017-03-10 Initiating and running an organization can be complicated in itself, but when your organization depends on others for their support and donations like nonprofits do, it can get a... ## Content Initiating and running an organization can be complicated in itself, but when your organization depends on others for their support and donations like nonprofits do, it can get a little trickier to maintain. Nonprofits are tasked with selling their cause and organization to donors in order to get them to believe in the mission enough to donate. Unfortunately, finding new donors can be one of the biggest challenges a nonprofit faces. Whether you are a grassroots nonprofit, large organization, or a veterans’ organization, you need to be able to bring in new donors on a consistent basis. It takes commitment, time, and resources to be able to build your donor base. Donors are the lifeline of any nonprofit and knowing where and how to find them can be tricky. Here are 7 tips on how to attract more donors to your nonprofit . How Non Profits Can Easily Accept Payments 1. Look To Your Current Donors For Referrals You’ve likely spent a significant amount of time developing and cultivating relationships with your current donors. But, you likely aren’t using those relationships to their full potential. You’ve made “the ask” for money, they’ve donated, and then you’ve moved on to finding other donors. Asking a current donor for a referral could be an easy way to increase your donor list. They probably have friends or family that share the same interests as they do, possibly even the same interest of your nonprofit, making these prospective donors easier to recruit. It is important to first fully cultivate the relationship you have with that donor and to receive their donations prior to asking for referrals. Once you receive that referral, it would be useful to have your current donor introduce you. Using this referral network, your donor list could continually grow. 2. Find Your Ideal Donor Profile Narrowing down the list of people that are more likely to donate could return a higher success rate for your searching. While it is tempting to want to attract people of all ages, genders, and backgrounds, it is not ideal to target “everyone.” By minimizing your target group, you can create a sales pitch for those individuals who would likely maximize your returns. Take a look at your current donors and prepare a list of common demographics and possible ideologies that they seem to share. Just “having money” shouldn’t be a reason to be on this list. Take that list and use it as a base for who you should be targeting. Look for common interests that these people share and that could help you with your search on other platforms that are discussed below. Utilizing this method will likely yield you long term donors, instead of just one-time donors. 3. Utilize The Power Of The Internet Nowadays, everyone is constantly glued to their phones, browsing the internet. Smartphones and tablets have quickly taken over as the main way that individuals utilize the internet. There is no denying the convenience that smartphones have brought into our lives. We do everything on our portable devices including pay our bills, talk with friends, make dinner reservations, and purchase things. Now, people are donating on their mobile devices as well. By bringing your nonprofit online and to a mobile-accessible site, you can make it easy for your potential donors to find you. If an individual is passionate about a cause and is looking for a nonprofit to donate to or get involved with, they most likely will turn to the internet to search for an organization that suits their needs and ideologies. If your site is at their fingertips, with an easy way to donate online, you could easily attract donors that you weren’t pursuing in the first place. With a well-thought-out online presence, a potential donor can learn all about your organization and make a donation in a few simple clicks. On your site, make sure that you use imagery that stands out, make a simple and easy to understand site, and grab people’s attention with a well thought out message about your organization and its mission. Additionally, you should add donor levels to suggest particular amounts to donate, instead of having the donor input a specific amount themselves. This has been repeatedly shown to increase the amount of the donation. Furthermore, you should give donors the option to donate monthly with a recurring payment at checkout. Moonclerk has a new Payer Portal system which could assist you with this. 4. Invest In Email Marketing Email marketing can require an investment of money and time, but it would likely show a substantial return on investment. When marketing by email, you must be creative in order to grab the reader’s attention. Start with a creative subject line to entice them to open your email. Your copy should be compelling, short and to the point. Make sure to include images or videos to capture their interest. Additionally, you should personalize the email with the donor’s name in the subject line. A more detailed breakdown on the advantages of email marketing can be found here . 5. Use social media In addition to creating a powerful website and utilizing email marketing, an effective method for reaching prospective donors online is by utilizing social media. Many people spend a significant portion of their day on sites like Facebook, Twitter and LinkedIn. It’s easy to target certain groups on social media as most people openly show their interests on multiple varying sites. By creating Google Adwords, Twitter Ads, Facebook Ads, or LinkedIn Ads, you can reach a much wider audience with your pitch. By doing this, you can target a group of your choosing, such as people that already like a similar organization. A more detailed step-by-step article on how to make these ads can be found here . Additionally, you can further employ social media by utilizing the different tools that each social media outlet already has. For example, create a LinkedIn event and host a happy hour. Create a contest asking viewers to create creative content for your organization, such as a photo or video that encapsulates your nonprofit’s message. 6. Host An Event Hosting an event could help bring in a number of prospective donors. It could be as small as a cocktail happy hour at a local bar or as large as a gala being you host in a ballroom. You should invite current donors as well as prospective donors that you’ve acquired from different methods. While at the event, you could speak with each prospective donor to discuss your organization’s mission. But, more importantly, prospective donors have the ability to speak to your current donors regarding the reason that they support your organization. Hopefully by the end of the night, you will be able to cultivate relationships and turn some potential donors into recurring ones. This could also be a great way to show appreciation for your current donors support. 7. The Ask So you’ve located some new prospective donors and have set up a meeting with them. Now what? While it is important to locate valuable prospective donors, it is just as important to make sure you ask the donor for money. Plan for an in-person meeting, if possible, as it is always more influential than an email or a phone call. Do your research to get to know the person that you are asking for money. Knowing their interests and past donations can help with this process immensely. Additionally, it is important to educate them about your organization and inform them specifically what their money will be used to achieve in your organization. They need to know what you need help with and how they could help further your mission. One negotiation tactic is proposing monthly payments if a large lump sum amount seems too much for them to donate. Additionally, make the conversation more of a dialogue and less of a sales pitch. Listen to their opinions and suggestions for your organization openly and make them feel included in other ways than just by donating money. Conclusion While it usually takes time and resources to cultivate and develop new donors, it is an essential investment to allowing your nonprofit to grow and run smoothly. By utilizing these tips in your process, you could continually build and cultivate relationships with prospective donors and turn them into long-lasting donations for your organization. # 14 Tips To Make Rent Collection Easy URL: https://www.moonclerk.com/14-tips-to-make-rent-collection-easy Business · Dodd Caldwell · 2017-02-23 Owning rental property can be equal parts enjoyable and agonizing. If you’re lucky, you have good tenants and a nice way to make extra income. If you’re not, you have (at least)... ## Content Owning rental property can be equal parts enjoyable and agonizing. If you’re lucky, you have good tenants and a nice way to make extra income. If you’re not, you have (at least) monthly struggles with evasive and rude people who are trying to bilk you out of a free place to stay. Are there ways to make your job as a landlord easier—especially in the dreaded arena of rent collection? There are indeed! Ways to collect rent, their pros and cons, the best ways to set up a proper system for collection, whether to hire a property manager—it’s all in here. Your crash course to easing headaches and snafus of rent collecting has arrived! 1. Know your options There are several major ways to collect rent. It’s important to tailor these in your lease agreement to the specific demographic you are intending to house, as this will reduce potential issues in the future. For example, college students and young professionals may not know how to fill out a check or even own a checkbook, while older people may balk at anything electronic or online options. In the next few subheadings we’ll outline the major collection options, along with their pluses and minuses. 2. Automatic withdrawal There are several types of automatic withdrawal. The most common, direct deposit, pre-arranges for money to be transferred from one account to another on a specified date or dates. Virtually all payrolls use this method. Online bill pay is another option. This is when a tenant has their bank list their rent payments as a recurring bill; on the specified date, the bank will issue a check and mail it to you automatically. A far less-common but potentially effective method is the post-dated check. (This was quite common in the days before electronic everything.) In this option, a tenant would write 12 checks—one for every month of a lease. The landlord would collect them ahead of time and simply deposit one on the first of each month. Direct deposit is probably the easiest of these, but it is possible to incur a fee for the transaction, and if there are insufficient funds the payment will bounce (exactly like with a check) and you won’t be paid. Online bill pay ensures the check comes directly to you from the bank, but you still have to physically deposit it, and as with anything in the mail, the check getting lost is a risk. Post-dated checks are simple, but lots of tenants understandably do not want to give a handful of checks to a virtual stranger, even if it is illegal to deposit a check before the date written. 3. Checks Checks are a reliable form of payment used millions of times daily. While they can be used more infrequently than other methods in this electronic age, lots of people still use them, especially for important things (like rent payments!) when a paper trail is especially helpful. It’s true that they can bounce if there are insufficient funds in the tenant’s checking account, and that the postmark can allow a check to not be technically late with you still not getting paid on time. But these problems can be minimized with clearly stated expectations (more on this later). 4. Automatic Credit/Debit Card Payments This is an easy way to “set it and forget it” with all kinds of recurring payments. The landlord simply needs to keep the tenant’s card number on file and it can be charged automatically each month. MoonClerk actually specializes in this kind of thing. When the landlord has a MoonClerk account, the tenant can set up their card information to be easily charged on a recurring basis on a specific date. This prevents them from having to remember to write a check or otherwise manually “do” anything, though of course it is a good idea to make sure their account has enough money (or that they haven’t reached their credit limit). Even though the landlord will have to pay a higher percentage in processing fees, it’s also more convenient, in that he or she can simply add charges (like late fees) to the card — this manual ability keeps the landlord in charge of when charges are made and ensures payment. Additionally, once the card is run the money is immediately deposited in the landlord’s account — lacking the delay of automatic withdrawal methods. Finally, on the tenant’s side, if their card comes with cash back or other rewards options, using it regularly can be an excellent way to rack them up. You can learn more about payment with MoonClerk here . 5. Money Orders This is a prepaid alternative to cash and checks. The tenant would specify who the recipient is (you, the landlord), and both parties must sign it for it to be cashed (much like a check). The difference is that in this case, a money order is guaranteed not by the personal account of the tenant (which is why bouncing can be an issue), but by the third party issuing the order, which is often a large company like Western Union or the US Postal Service. The guaranteed payment idea is certainly attractive, but it could be an issue for tenants to have to physically purchase one each month. 6. Screen Tenants Judiciously Sound obvious? It should be! Taking care to vet just who you’re letting rent your property can save loads of time, angry phone calls, frustration, irritation, and a thousand other problems. Make sure you have clear, easily understandable criteria in place which applicants must pass, and be sure to not violate any discrimination laws (you must have the same standards applicable to all applicants). Also make sure they have sufficient regular income ( one landlord expert says at minimum this should be three times the rent amount), and good credit (their credit report will tell you how they handle debts and if they’ve gotten prior eviction notices). Finally check references, especially their previous landlord or two. The number one question you should ask them is, “Would you rent to this person again?” That will tell you all you need to know. 7. Consider Hiring a Property Manager Though not essential, having a third-party individual or management company physically collect your rent payments is an option. For a fee, the management company will handle all the collection, follow-up, and all other management responsibilities. Legally, if they are collecting rent, they are required to deposit it within a time frame specified by the landlord, and if not they are subject to legal action. As such, picking a reputable company that can be trusted with your money is a must. You can find out more here . 8. Have a Ridiculously Clear Lease Just as with properly screening tenants, having a clear lease agreement is your first line of defense against lazy, dangerous, or irresponsible tenants. You need to clearly state: the parties involved (you and the tenant), the length of the lease, including start-and-end dates (or if it is an automatically continuing lease), the amount of the security deposit, requirements for maintenance of the property (noise level limits, itemized list of appliances included and requirements for use, where to park, etc.). This is hugely important. All requirements must be clearly stated in the lease to be binding; Disclosure of defects in the property, Whether the tenant may sublet the property and the requirements for doing so (note it may be best to simply end the original lease and begin a new one with the sub-let tenant) Lease termination (which takes place at the end of a lease term and in the eviction process), and What you can legally do with property left behind after the tenant leaves. 9. Enforce Your Collection Policy Once you have spelled out what the rent is, when it is due, and any other concerns (late fees, grace periods, etc.) in the lease, enforce them to the letter. An adage of parenting—follow through!—is applicable here. If you don’t remain consistent and reliable on your expectations, your tenants will learn you can be disrespected and devalued without consequence. Then you not only have unpaid rent piling up, but tenants who are the worst kind of unchanging—the disrespectful, indifferent kind. 10. Show a Little Grace However, there are times to be gracious with tenants. If they have a history of timely payments and very responsible use of property, you can be more forgiving of a potential slip-up. Or, if a tenant is going through a genuine financial crisis you should not be an ogre and nail them to a wall. Offer to work out an alternate arrangement (ideally, this would have been already spelled out in the lease). 11. Don’t Be Afraid to Ask If you do suspect you’re being taken advantage of by a conning tenant, you mustn’t be afraid of looking boorish and cruel by politely but firmly and decisively asking the following: Why is your rent late? Exactly how much do you owe (including any applicable late fees)? With what income and in what form of payment will you be making the payment? When can I expect to be paid? Know your jurisdiction’s laws for eviction and for reporting defaulting tenants to credit agencies. (All of this, too, ought to be stated in the lease.) The latter especially ought to be undertaken only under duress. Reporting a tenant to any of the three major credit agencies will effectively ruin their credit and make it very hard for them to bounce back. Sometimes, this is deserved if the tenant is a truly nasty individual. But sometimes they’re just hard on their luck, and ruined credit would only make things worse. Proceed with caution. MoonClerk’s recurring payment system can help you move from a 0% on-time payment rate to 100%. Here’s how . 12. Never Take Cash Just say no. Cash is convenient but offers no paper trail, cannot be easily reimbursed if lost, and may be an indicator of illegal activity on the part of the tenant (again, no paper trail). It can also indicate a general tenor of irresponsibility and unreliability. Generally, reliable and upstanding people write checks. Drug dealers and people on the lam use cash. 13. Send a Reminder This can be super-easy if you create an automated email to send to everyone a few days before rent is due. However, phone calls, texting, and even notes in mailboxes can all be effective communication methods. (It’s best to tailor these according to what is most accessible for your tenants. Again, see the millennial/older people contrasts mentioned in point 1.) 14. Be the Good Cop This can be an extremely rewarding part of landlordship. Loyal, kind, and helpful tenants who appreciate your serving them can be an extremely useful asset! Don’t be shy about thanking them, giving them a gift basket or gift card on the holidays or on their birthday, or other potential perks. Be creative! Not only will it make a good relationship better, but it might induce them to renew their lease, and even be a gentle kick in the pants to less-admirable tenants. Conclusion Owning rental property can be a challenge, but with common sense and knowing as much as you can up front, it can be a real adventure and reliable source of income. Try to create your own policy for your property, stick to it, and learn and grow along the way. # New Feature: More Self-Service Controls For Payers To Manage Their Recurring Plans URL: https://www.moonclerk.com/new-feature-more-self-service-controls-for-payers-to-manage-their-recurring-plans Product · Dodd Caldwell · 2017-02-20 We’ve now added additional functionality to the Payer Portal that gives your payers even more self-service control over their recurring plans. ## Content A few months ago we changed how your payers manage their own recurring plan by creating a new Payer Portal . We’re excited to announce that we’ve added additional functionality to the Payer Portal. You can now also choose to allow your payers to: Update their custom information field responses View their payment history Update their name and email Cancel their recurring plans Update their billing information (always enabled by default) Here’s what an un-themed Payer Portal “Billing” section can look like: Here’s what an un-themed Payer Portal “Plan Management” section can look like: Here’s what an un-themed Payer Portal “Payment History” section can look like: With the new Payer Portal, you can now place a link on your website that works universally for all of your payers to be able to sign-in to manage their recurring plans. Previously, the only way for payers to manage their recurring plans was to click on a unique link in the email notifications they received. By default, each email notification will still have a Payer Portal link but now, you can provide this universal link as well. You can also design and apply a theme to your Payer Portal, just like you can to your payment forms. We are hoping to add additional controls for payers to be able to manage their own recurring plans now that we have the new Payer Portal in place. Send us an email at help@moonclerk.com if you have any questions or feedback. Photo by Mark Skipper Save Save # How Digital Performance Marketing Group Regularly Saves 6 Hours Of Administrative Work By Using MoonClerk URL: https://www.moonclerk.com/how-digital-performance-marketing-group-regularly-saves-6-hours-of-administrative-work-by-using-moonclerk Customers · Dodd Caldwell · 2017-02-14 Jeff Hixon, of Digital Performance Marketing Group, tells us how automating billing with MoonClerk helps save him 4-6 hours/month in administrative work. ## Content Jeff Hixon, cofounder of Digital Performance Marketing Group , talks with us about how automating his client billing with MoonClerk helps save 4-6 hours per month in administrative tasks. Can you tell us a little about what your organization does? Digital Performance Marketing Group creates beautiful, high-performance websites and efficient digital advertising. We have a unique results-based approach and a no-fat organization to provide our clients the best service ever at a price they can afford. What are your day-to-day responsibilities? As a principal, I wear a lot of hats. All principals are responsible for new business in both prospecting and sales activities. We also directly handle account relationships with our clients. Lastly, we design, analyze, and optimize our clients’ advertising and websites to extract the most value possible for our clients. How did your organization get its start? After growing and selling a popular e-commerce brand, we wanted to offer the digital design and growth talents we had mastered to other businesses. So many businesses are behind on digital basics. We saw the value first-hand and started by offering that to contacts we made in e-commerce. My co-founder met with me over lunch and asked me what we should do next. The rest is history. What have been some key factors in your business’s growth? Ultimately the key factor for our success is providing client satisfaction. While we realize it is impossible to please everyone all the time, most of our clients stay with us for many years and love the results we bring them. Most of our clients come from introductions and our relationships with current clients. What do you use MoonClerk for? We use MoonClerk for recurring billing. It has saved us a lot of time each month instead of us manually processing payments. Before MoonClerk, did you use another payment system? Before MoonClerk, we directly used Stripe, the payment processor we are still with. The problems we ran into with Stripe were customizing the payment plans, white-labeling for client end-users, and creating flexible recurring billing plans. MoonClerk has made this much easier for us. Irregular and manually billing each month was a drag, especially as we grew. What made you decide to use MoonClerk? MoonClerk integrated easily with our website, it was easy to set-up and use, and so far it has provided for 98% of our needs. What was your experience when switching and getting started with MoonClerk? I was able to figure out how to get started myself and one or two support documents. It is very intuitive. Within the same day, we were up and running. What do you like about MoonClerk? We like the simplicity and intuitiveness of using MoonClerk and the ability to customize and white label in the cases when it is end-user facing. How has MoonClerk improved or helped your business? We save approximately 4-6 hours per month of unpleasant administrative tasks by using MoonClerk. Any advice for others who are in similar industries? Like MoonClerk, there are so many pre-built business solutions out there offered at a very reasonable rate. Automating administrative tasks frees up time to focus on growth and design—or finding great professional partners like Digital Performance Marketing Group to help. 😉 # 16 Great Examples Of Gym Marketing URL: https://www.moonclerk.com/gym-marketing-examples Business · Dodd Caldwell · 2017-01-30 Here are 16 great examples to creatively market your Gym. ## Content When you first open a gym, the sheer excitement of wanting to check out the new facility and equipment may be enough to draw in big crowds and even get people to sign up for their first month of membership. But how do you continue to draw in new members and keep your current members coming back? Own or work at a gym? Our easy solution saves you time and money . That falls within the realm of your marketing tactics. If you’re not using efficient marketing, you’re likely to be forgettable among your current members and you won’t be interesting enough for prospective members to try out your gym. Fortunately, the internet has given new businesses tons of ways to market themselves, and most of them require less money than creating huge television, radio, or billboard campaigns. These 20 gym membership marketing ideas will get you thinking outside the box to establish a solid membership base and to draw in new members. 1. Reward Members for Referrals Referral marketing is one of the best ways for any business to market itself. Your current members will likely find family or friends who would enjoy the gym as much as they do, which creates more meaningful, engaged memberships for your gym. Plus, your customers will reap the rewards for getting someone to join. Consider giving away a free month of membership or a cash bonus for a number of referrals. Image Source 2. Streamline Your Payment Process Online bill pay or recurring billing is a win-win for both of you and your gym members, Your members will have a super easy way to pay their monthly membership and your gym software for billing will ensure that you get paid, on time, every month, with less time and work. Make it a point to tell your members all of the convenient ways they can pay, and offer a few options for payment periods, like weekly, monthly, or quarterly. 3. Get a Referral From Trusted Doctors If you have a trusted relationship with a general practitioner in the area, it won’t hurt to ask him or her to refer patients to your gym. Those who are overweight or at-risk for diabetes, for example, can be the best candidates for a referral. If the doctor agrees, provide the office with brochures or other take-home material that they can read for more information before they decide to join. Being backed by a trusted doctor can provide free marketing for your gym. 4. Summer Body Promotion Some of the most successful gyms take advantage of promoting “Summer Body” specials. And when do they do it? After the traditional holiday season, of course! That’s when people are most dissatisfied with their bodies and create New Year resolutions to get in shape. Promote a challenge on Facebook to get people motivated to join your gym and stick to their goals, from now into the summer months. Offer a cash prize or free membership at the end to the person who lost the highest percentage of weight. Image Source 5. Use a Text Code Generator For Easy Coupon Creation If you’ve ever seen an advertisement for a company with a text code added for a special promotion, know that the company is doing something right. Text code specials are among the simplest ways to market your business and drive new interest. FitnessTexter is made specifically for fitness centers and gyms to turn coupons and specials into text codes. Add your best promotions to your Facebook page, e-mail advertisements, t-shirts, or whatever marketing material gets the most engagement. Image Source 6. Co-Market Your Gym Co-marketing is a type of marketing where two or more companies act together to promote each other. Planet Fitness, for example, co-markets with the Boys & Girls Club of America and Stomp Out Bullying as part of its Judgment Free Generation campaign. Gyms can co-market with a vitamin supplement brand or fitness tracker, for example. Each company’s audience will then be exposed to the other company, creating efficient marketing. Image Source 7. Gym Anniversary Special or Event If your gym is coming up to an anniversary, why not celebrate with an anniversary event? Not only will this boost the morale of current members, but it also can show prospective members how fun and inviting your gym is. Run a special for a significant gym membership to the first 20-50 people who visit your gym for the event. Or, offer a discount to your current members for bringing, and signing up, their friends. The more people you get in the door, the more successful you can be at turning leads into memberships. Image Source 8. Create and Promote a Personal Trainer Course Create an online course to get people excited about your gym. They can take little cost to get going, and free courses can drive a lot of traffic to your website and, in turn, to your gym. Consider making a course for fitness fanatics to become an instructor at your gym, or a course for beginners to use gym equipment safely. Image Source 9. Advertise Your Flexible Hours People want to be members of a gym that is open during the hours they can visit. You don’t have to be open 24/7, but consider extending your hours to be available on weekends and for several evening hours. Then, advertise your hours! Your gym could be missing a huge opportunity for marketing if you fail to advertise your convenient hours that makes your gym more desirable than others. Image Source 10. Create a Blog If you don’t have one yet, create a blog for your business . Blogs are becoming one of the most must-have marketing tools for businesses. Your blog may not have any content specific to your gym, yet it still can pull in your targeted audience through helpful tutorials, videos, and content. Work on building the audience of your blog so more people have exposure to your brand and are excited to learn more about your gym. Image Source 11. Weight Loss Challenge You’ve likely seen weight loss challenges on social media. A gym pays a cash reward or gives a free membership to the person who wins the challenge. The gyms that do this are winning at marketing tactics because social media posts like these are the ones that get shared and spread quickly. They motivate people in a fun way, and you’re likely to get tons of people interested in your gym this way. Image Source 12. Host an Event Marketing your gym isn’t just about pulling in new members (although this can help with that too!). It’s also about making your current members happy. This is how you have word-of-mouth advertising that’s completely free to you! Consider a member appreciation event with fun activities and exclusive discounts for members. Or, host a “New Member” event with tours of the gym, membership discounts, and trial classes. Remember to have plenty of takeaway materials, like business cards and brochures, for prospective members to take home. Image Source 13. Create YouTube Teaser Videos of Popular Classes If you want people to see what your classes are like, you need to show them. YouTube is the perfect way to provide “teaser” videos of some of your most popular fitness classes or some of your personal trainer sessions. Promote the videos through e-mail, your Facebook page, or online advertisement. Remember, edit them in a way that makes people want to see more of your classes, rather than showing them everything. This will encourage them to visit or try out a class or two. Image Source 14. Behold the Power of E-mail E-mail marketing is a fairly inexpensive, yet very effective, way to advertise specials. And, you can remind current members who may not use their membership much to come back and enjoy the gym. Use an e-mail creation service with targeted e-mail marketing to find the members who might need some encouragement. Get more people to sign up with your e-mail list by using a pop-up on your website with an exclusive gym membership discount when they sign up. Image Source 15. Participate in Local Health Fairs and Events (Or Create One!) Many localities host annual or bi-annual health fairs. This is the perfect event for a gym to set up a booth, provide helpful fitness and health information, and reach out to the public. Your targeted audience will see that you work within the community and support local events, which is a huge plus from a marketing perspective. Plus, people will learn about your gym and everything you have to offer for a healthier lifestyle. If there isn’t one in your community, create your own and invite other businesses to take part. Image Source 16. Weekly Featured Gym Member You likely have loyal gym members who work hard every time they come to your gym to reach their fitness and health goals. If so, featuring them on social media and in your gym can both promote your gym and show prospective members that you value your hard-working members. Create a shareable graphic for Facebook, Twitter, Instagram, and your other social media accounts, featuring the member’s picture and name. You can even offer your featured member a special shirt, water bottle, or other product, personalized with your gym’s name, for close-to-free advertising! Image Source # 22 Ways To Grow Your Landscaping Business URL: https://www.moonclerk.com/grow-landscaping-business Business · Dodd Caldwell · 2017-01-20 Looking for tips to grow your landscaping business? We put together a list of 22 awesome tips to help get more clients and customers to your firm. ## Content You’ve worked long and hard to get things up and running. You learned the art of the trade, got your license and insurance, and have maintained a stable business. You have a system that works, but find yourself in a rut. In this post, we’re going to lay out 22 ways to grow your landscaping business . Having a plan is vital. You can’t go about this blindly expecting to strike gold. Your growth will be the result of purposeful steps. Let’s take a look. 1. RETAIN EXISTING CLIENTS If we apply the 80/20 rule here, 80% of your work is coming from 20% of your clients. In this case it is vital to maintain a good relationship with clients. Be the face of your company. Touch base with your customers. Ask questions. How are you doing? How can you improve? You must keep your loyal customers in order to have a foundation to build a growing business on. 2. START EARLY Get going early in spring. The nature of a landscaping business, depending on where you’re located, is that you have to make the most of those spring, summer, and fall months. Take this time to get ahead of your competitors. Start rolling out various ads. Find clients willing to put your sign in their yard. Walk door-to-door spreading the word with a card or brochure simply featuring your brand and services. 3. WORD OF MOUTH There is no shame in asking your customers to pass the word along. Choosing a lawn care company is a big deal, and most people want to hire a company that has good rapport with their trusted friends. Tell your clients you appreciate their business and ask them to tell others. Have a contest. Whoever gets the most referrals in a given month wins an ipad. Make it fun! 4. YARD SIGNS An easy way to create buzz around your business is to use yard signs. Let them do the heavy lifting of marketing! Neighbors will see your company’s work, appreciate the quality of the work, and have a phone number to contact you all from a sign. Ask each client to consider putting a sign in their yard to help you out. 5. REBRAND If you are running a solid family business that has plateaued, it’s a good time to hone in on your logo and refocus your brand. Enlist the help of a graphic designer to create a logo and tag line for your business. This will go a long ways in creating interest. Let people know what you do. What you value. Are you offering the lowest price in the city or are you boasting organic high-quality care? Use this logo on social media and any other place you advertise your landscaping business. 6. REVAMP YOUR WEBSITE Has your website remained unchanged since 2005 when it was initially created? Time to update it. Again, if you need to outsource this task, it will be it will be worth the investment. You will pay a small amount to get a site up and running and will be able to easily keep it up yourself. Be sure that it is mobile friendly, optimizing its usability and where it falls when google users search for a landscaping company in your area. 7. START A BLOG Create a space on your website for a blog that is regularly updated. This is a place where you can establish yourself as an expert on landscaping. Answer frequently asked questions you receive from clients. Post common problems and solutions for readers. This is a way to extend your reach and give your website depth. 8. USE TWITTER Go to where all the people are: social media. Twitter is an exceptional place to build a platform for business recognition. If you don’t already have a presence on Twitter, establish one. Post before and afters, discount offers, referral contests, and tips and hacks. Be sure to create a company hashtag and consistently use it when you post. Once you’re established on Twitter, you can consider purchasing ads. This will get you additional followers and direct followers to your new-and-improved website. 9. USE FACEBOOK Turns out getting the word out on Facebook isn’t as easy and straight-forward as it once was. Less and less “fans” are seeing page updates from the businesses they like and follow. Use Facebook ads to reach your existing FB fans more frequently and to reach users who are not currently following you. This will produce more leads. It is not a sure-fire way for the little fish to get a good return on investment. Be sure to watch the numbers and see what your sales do as you delegate part of your budget to Facebook ads. 10. GOOGLE ADWORDS Google has created advertising that is pay-per-click, in which the company advertising is charged on a per-click basis. This can be a better investment for smaller companies than Facebook ads. Say someone in your area searches “Landscaping Macon GA”. If you pay for those adwords, your site will be listed at the top of the page as an ad. Rather than figure this out by trial and error, check out one of these sites for beginners to Adwords . 11. YELP AND ANGIE’S LIST Both Yelp and Angie’s list are websites where users rate services and companies. Having good ratings on these sites can boost business, however, having low ratings obviously does the opposite. Angie’s list charges a small fee for you to view ratings and is found to be a bit more reliable than Yelp, where users can leave anonymous reviews. Be sure to communicate when reviews are left, positive or negative. 12. RETARGETING Retargeting is targeted advertising for an individual based on previous clicks. If you research slippers on L.L. Bean, you will be sure to see an ad for them when you click over to Facebook. This enables companies to get another chance with clients who previously visited their website. To reach out to people who have already shown interest in your company. Make prospective customers paying customers . For more information, check out this Beginner’s Guide to Retargeting Ads . 13. OFFER CLASSES Use this venue to gain momentum and reach the community. Once spring rolls around, everyone starts thinking about their outdoor property. Find out what people in your area would be interested in learning and formulate an ongoing circuit of classes. 14. BE RESPONSIVE Perhaps you’ve settled comfortably into your routine. You’re getting by, making ends meet. One way to clean up your act is to evaluate whether or not you are easily reachable. Do you or someone else answer calls throughout the day? Do you follow up on potential or new clients? Are you good at keeping lines of communication open? This dependability will go a long way to set you apart from other businesses. 15. BUILD A TEAM As your business grows, you will need to hire employees. Whether you are hiring someone part-time to do paperwork or looking to expand your man-power on the job, putting together a good team is essential. Make sure to do a background check on each worker. Hire people who encapsulate the traits you know will cause your business to thrive and don’t settle. 16. NUMBERS Growth, ads, new clients, and new employees are nothing if you cannot measure your success. Growth is good, but only if your new employee is putting more money in your pocket and overhead isn’t killing you. Find a software that works well for your business and track your expenses and income. You will see what is significantly increasing your income and what is detrimental. 17. GET ORGANIZED The only way to be able to stay on top of the numbers and have a smooth running business is to have an organizational system that works. Have a place for everything. You know how you operate best. Apply some sort of organization to your madness. Collect payment on the day the work is done . You’d be surprise how much time is wasted when a business is not a well-oiled machine. 18. CREATE AN ENTREPRENEURIAL ENVIRONMENT The key to sustaining a solid business is solid workers. You need your employees to know there is room for them to grow. They’re not stuck. There are ways for them to move up in the business. Create this atmosphere, speak this way, and create the managerial positions. 19. DIVERSIFY Change things up. If you are strictly servicing residential properties, consider branching out into commercial property. Commercial properties tend to have ongoing, larger needs than residential properties and therefore provide more business. 20. EXPAND YOUR EXPERTISE Think outside the box. If you are only mowing lawns, research ways you can expand your services. Explore irrigation, tree work, and chemical treatment. This will set you apart from other businesses and make you more appealing to clients. 21. 4-DAY WORK WEEK There are many benefits to moving from a 5-day work week to a 4-day work week. This will reduce overtime and cut down on gas costs. Your vehicles will get less wear and tear, and you will find your workers will become more efficient. They may be skeptical at first, but you can assure them that it is possible to get in 40 hours, overtime, and have an extra day off too. 22. THE OFF SEASON Look into adding a business that would compliment landscaping. One that would fill the winter months. A couple options are snow removal and outdoor Christmas tree decorating. You’ve got a lot of the equipment and the man-power. Why not put them to good use? CONCLUSION A list like this can be daunting. Rather than be overwhelmed, after you read through it chose one or two tips that will help take your business to the next level . How about you? What strategies do you recommend for growing a landscaping business ? # MoonClerk Now Integrates Directly With ConvertKit URL: https://www.moonclerk.com/moonclerk-now-integrates-directly-with-convertkit Product · Dodd Caldwell · 2017-01-18 We’re happy to announce that we’ve just launched direct integration with ConvertKit, an email marketing provider for professional bloggers. ## Content We’re happy to announce that we’ve just launched a direct integration with ConvertKit , an email marketing provider for professional bloggers. Overview Whenever a payer successfully checks out on one of your MoonClerk payment forms, you can choose to add them to your ConvertKit account as a subscriber and automatically apply a ConvertKit tag to them. About ConvertKit We’ve had the opportunity to talk with the fine folks over at ConvertKit and learn more about their business. ConvertKit is built by bloggers, for bloggers. They’ve created a tool that gives bloggers the power to earn more from their email list while keeping the human element in something as personal as email. One of our favorite features of ConvertKit that most of the other email marketing providers we integrate with is that ConverKit provides easy yet robust marketing automation rules. Automation rules allow you to trigger an action when a product is purchased, a course is completed, or when someone subscribes to a new form. Marketing automation can be hard to wrap your brain around but they’ve built blueprints to show you examples of how automations can flow. They make it simple with an “if this / then that” sequence. If you’re interested in setting up a ConvertKit account, a great place to start is to check out their website and schedule a demo . A snapshot of the ConverKit automation rule engine. A snapshot of the ConvertKit subscriber page with a tag. How Does MoonClerk Work With ConvertKit? As with all of our email marketing integrations, our functionality allows you to control everything from the MoonClerkpayment form level. With each MoonClerk payment form, you can add the payer as a ConvertKit subscriber and automatically assign them a tag. So, let’s say you wanted to send separate newsletters to “Silver,” “Gold,” or “Platinum” subscribers. You would set up three MoonClerk payment forms – one for each level. You can have your Silver customers automatically assigned a “Silver” ConvertKit tag, your Gold customers a “Gold” tag, and your Platinum customers a “Platinum” tag. You can check out these step-by-step tutorials from our Help section to learn how to: Install ConvertKit on your MoonClerk account Apply a ConvertKit tag to your payers when they check out on a MoonClerk payment form As always, if you have any questions or feedback, feel free to send us an email at help@moonclerk.com . Save Save # How The Baby Bathwater Institute Uses MoonClerk To Accept Recurring Payments Without Any IT Staff URL: https://www.moonclerk.com/how-the-baby-bathwater-institute-uses-moonclerk-to-accept-recurring-payments-without-any-it-staff Customers · Dodd Caldwell · 2017-01-12 The founders of The Baby Bathwater Institute tell us how they use custom MoonClerk to accept payments for their events without having to hire an IT staff. ## Content Michael Lovitch and Hollis Carter, founders of The Baby Bathwater Institute , talk with us about how they use custom MoonClerk payment forms to accept payments for their events without having to hire an IT staff. Can you tell us a little about what The Baby Bathwater Institute does? We throw events and masterminds for entrepreneurs who: are nice folks, actually care about their customers, and have unique personalities. Having come from small towns, we only allow people who would get along well in a tight community where people actually do what they say and support each other. And can, of course, have a really good time. We look at the distinction between the baby and the bathwater and how it applies to our entrepreneurial world. What are your day-to-day responsibilities? We do interview calls, work with the venues, work with speakers, facilitate relationships for our members, create content for our members – all under the framework of more baby, less bathwater. We keep a pulse on the market and stay informed about what’s happening in the digital marketing world. We also take people out for nice dinners and all-nighters on a regular basis. How did you get started? We were long-time drinking buddies and we eventually got sick of splitting bar tabs. The only way to get a credit card together was to start a company… Thus, The Baby Bathwater Institute was born. We threw our first free dinner party on Halloween of 2014. Shortly thereafter in February of 2015, we threw our first all-inclusive 4-day event and the event business snowballed from there. Then we rolled out a membership program for a select group starting in August of 2016. Now we have 50 member companies including: The Bulletproof Executive, Mountain Standard, and Esther Perel (author of the New York Times best-selling book “Mating in Captivity”). What have been some key factors in your organization’s growth? Word of mouth has been big for us. We throw what is considered the best event for entrepreneurs in the space: The Baby Bathwater Institute . It is superior because we actually curate the people, hold it at a private mountain with a ski resort, provide everything including room, food, alcohol, music, and the freedom for our attendees to do what’s right for themselves. In short, we have the best “Set and Setting” with the right group of people. These are people who are givers, not takers. We restrict who we allow into our world, so the people end up making the product. By creating the right environment for our people, they’re able to make magic. We like to say that we have the best ingredients in the stew, and the best pot to cook in. What do you use MoonClerk for? We use MoonClerk for accepting payments for our events, membership, and other offerings. Before MoonClerk, did you use another payment system? We had used many other systems in our different businesses, but MoonClerk was the best option we found to make custom recurring payment forms on-the-fly. The other options we explored were too hard and confusing to use, had terrible customer service, and/or required an IT department. That slowed down our progress and the most important part of business: getting the money. What do you like about MoonClerk? We have a lean team with no IT staff, but we’re still able to quickly and easily create custom payment forms with MoonClerk. Also, MoonClerk has stellar customer service. They offer one of the only honest customer service experiences with no excuses or bull. # How Business Coach, Jefferson Duval, Handles All Of His Billing Through MoonClerk URL: https://www.moonclerk.com/how-business-coach-jefferson-duval-handles-all-of-his-billing-through-moonclerk Customers · Dodd Caldwell · 2016-11-02 Business coach, Jefferson Duval, talks with us about how MoonClerk has helped him achieve the goals he has for his clients at his company, Inside Start. ## Content Business coach, Jefferson Duval, talks with us about how MoonClerk has helped him achieve the goals he has for his clients at his company, Inside Start . Can you tell us a little about Inside Start? I work directly with business owners and some of their key employees spearheading the challenges and opportunities buried inside of how people relate to themselves, each other, and innovation in the workplace. My coaching is tailor-made for each client and organization, and I work primarily with businesses that have from 3 to 30 employees. The format is either in-person but is mostly via computer or phone. The coaching process elicits a greater intelligence from business owners and all people. It also helps owners find and cultivate a personally meaningful relationship with learning and growth, which is measureable. This work sets the stage for managerial development in the business around key metrics, long-term and short-term strategies, and evolving the workplace as a ‘product’ of the business that is equal to the external product or service. The process is laid on a foundation of recognition of strengths, yet is bluntly honest. It’s supportive of the development of leadership including vulnerability and constant learning which helps build decisiveness and the skill of self management. What are your day-to-day responsibilities? I’m over everything from financial management, to sales and marketing, to delivery of the coaching. I was initially trained inside a coach network where I came to train new coaches and make presentations for the company. It was in this environment that I also was exposed to the creation of holistic systems that support growth and healthy business functionality. How did you get your start? I coached for years with a global coaching brand and I saw how 80% of the challenges owners were facing were rooted in both self-to-self, and self-to-employee relationship challenges, limiting beliefs and not-yet-matured communication dynamics. With 10 years of previous business ownership and 15 years of personal exploration around interpersonal relationships and psychological models, it became clear in the last 2 years that I needed to leave the safety of the global brand and create my own methodology, focus, tools, systems, and overall style of business coaching. Coaching is personal, so is business. What have been some key factors in growing your business? The key factor has been constantly feeding and providing value in relationships, including support in development of strategy and direct implementation of initiatives. From a depth of listening, to understanding the complexities of how people interact, to cultivating both an ability to ask key questions in the right moments that prompt and trigger owners and employees to take the actions that get them closer to their goals, to having enough exposure to a spectrum of owners to see the common challenges regardless of industry. I have a natural gift around emotional intelligence and literacy and I understand that when people are connected to what’s meaningful for them as individuals in the workplace, business objectives and goals are then more intuitively and naturally shared and executed by teams. What do you use MoonClerk for? Coaching is an ongoing process, so all of my recurring billing is customized beautifully through the MoonClerk platform. If I expand my offerings to online courses, MoonClerk also works on my Squarespace website platform for direct usage there. What made you decide to use MoonClerk? I did my homework and found MoonClerk to be easy, intuitive, and customizable in a way that worked for me in the present and as my practice grows. MoonClerk provides compatibility with my website platform, ease of use for me, and wonderful customization for my clients. What was your experience when switching and getting started with MoonClerk? MoonClerk was easy to learn and use. MoonClerk provides great customer support, is affordable for the size of my practice, and has an interface that I actually enjoy using. What do you like about MoonClerk? I like how easy MoonClerk is to use and customize. I also like that it’s affordable and offers a seamless integration with Stripe. Did I say ease of customization…?? The range of options I can give to clients around changing their billing cycles, start dates is great. I have no idea if it’s intentional or just the nature of the company, but the website’s layout and usability are intuitive, aesthetically simple, and fun to work with, which pleases the artist in me. How has MoonClerk improved or helped your business? In coaching, I want the backend to be invisible and seamless. MoonClerk has helped me achieve this goal with almost no effort on my part. My clients love the customization, options for billing, and automated receipts and emails. I have no reason to even look for another provider. Any advice for others who are in similar industries? In an industry like coaching, which is exploding with growth, solopreneurs often need to wear all the hats. MoonClerk makes billing easy, and while this might sound cliché, imagine a software that’s a joy to use, to check stats, and to customize for your clients! # How MoonClerk Helped Improve iEvolve Fitness’ Client Conversion Rate URL: https://www.moonclerk.com/how-moonclerk-helped-improve-ievolve-fitness-client-conversion-rate Customers · Dodd Caldwell · 2016-10-27 Ocean Trail, founder of iEvolve Fitness, tells us how MoonClerk has helped increase her conversion rate of prospective customers to paying customers. ## Content Ocean Trail, founder of iEvolve Fitness , talks with us about how MoonClerk has helped streamline 100% of her sales transactions and increase her conversion rate of prospective customers to paying customers. Can you tell us a little about what your organization does? iEvolve Fitness is as a full service online personal training business that focuses on coaching and educating clients on nutrition, programming, mobility and overall performance. By investing in my clients personally I am able to help them achieve their physique goals through flexible dieting and making progressions in the gym. What are your day-to-day responsibilities? As the founder and owner of iEvolve Fitness, I am on-call and responsible for everything from program design, to coaching, to marketing and promoting the business. As a multifaceted individual I am constantly looking to improve my services. My ultimate goal is to make sure my clients are happy and thriving physically, mentally and emotionally. How did you get started? The fitness industry is a very saturated market and finding a niche that I could focus on ultimately led to the formation of iEvolve Fitness. Guided by a practical, sustainable and a flexible approach, my goal is to help my clients improve their physical and mental health, expand their knowledge base on nutrition & flexible dieting in order to achieve their goals and develop maintainable habits to live a balanced life. I launched iEvolve Fitness at the start of May 2016 this year and am excited to be working with amazing individuals who grow and evolve everyday. I have a strong passion for health and fitness and wanted to share my knowledge with individuals who are eager to learn and improve their health. Unlocking someone’s potential is incredibly rewarding. What have been some key factors in growing your business? Being customer-centric, building value and providing knowledge to clients have been huge factors in my business’s growth. The mission and mantra of iEvolve Fitness is that as we learn, experience, and expose ourselves to new ideas. We develop gradually, changing over time to form new habits. What do you use MoonClerk for? I use MoonClerk to handle all my sales transactions and payment processing. MoonClerk is perfect for my clients who have recurring month-to-month programs. What problems did you have with your previous payment system? PayPal just was not ideal for making transactions and felt like I was constantly chasing payments. I was spending my time inefficiently. What made you decide to use MoonClerk? MoonClerk was exactly what I needed to make my business transactions run smoothly. MoonClerk is extremely user-friendly and I was able to customize it for my needs. What was your experience when switching and getting started with MoonClerk ? Very positive. It was easy to integrate MoonClerk into my Squarespace website. I love that my clients are able to make hassle-free credit card transactions. Because of the way my business is set up, I’m able to use MoonClerk to set up one-time payments, monthly payments and even recurring payments that last for specific timeframes. What do you like about MoonClerk? MoonClerk is perfect for my small business. I really enjoy the simple and straight forward way I’m able to create forms and payments. Creating special payment forms with flexible options makes it easy for my clients who are on budget and can only pay at certain times of the month. Another feature that I enjoy is the ability to create coupon codes for when I run promotions on programs. How has MoonClerk improved or helped your business? With MoonClerk , I’ve been able to streamline 100% of iEvolve Fitness’s sales transactions. MoonClerk makes it extremely easy for all parties involved. Using MoonClerk has increased my conversion rate of prospective clients to paying clients and has increased my business’s overall productivity. Any advice for others who are in similar industries? Providing a service that educates, encourages growth, and builds value goes a long way. Helping others realize their potential by developing a healthy and balanced mindset is one of the greatest advantages in achieving long-term lifetime success. # How Business Coach, Jennifer Jayde, Generated $48,000 In New Recurring Payments With MoonClerk URL: https://www.moonclerk.com/how-business-coach-jennifer-jayde-generated-48000-in-new-recurring-payments-with-moonclerk Customers · Dodd Caldwell · 2016-10-13 Business coach, Jennifer Jayde, tells us how MoonClerk helped her generate $31,000 in new recurring revenue over the course of just a few months. ## Content Business coach, Jennifer Jayde , talks with us about how using MoonClerk to create automated payment plans for her clients helped her generate $48,000 in new recurring revenue over the course of just a few months. Can you tell us a little about what you do? Absolutely! I’m a Dream Business Coach + Mentor through my company – Jennifer Jayde International. We’re all about freeing aspiring female entrepreneurs from dreaming their life away at their 9-5, to living the life (and business) of their dreams. We do this through the creation and launch of their own purpose driven, personal online brand – from first conception, through to 5 figure months. What are your day-to- day responsibilities? I’ve realized the importance of self-love and care if I have any desire to be of powerful service in the world. So I start my day with my morning ritual – mindset work, energy clearing, going to the gym and nourishing my mind with something new and inspiring for at least 20 minutes. Then I go on to work with my 1×1 clients, my group program clients, and my team, to ensure we are all working in alignment with our highest and best purpose, creating a deeper sense of freedom and fulfilment day after day – for ourselves, and for each other. How did your organization get its start? When I left my 9-5 shortly after the loss of a very close (and young) family member I realized I was wishing for Friday, wishing for vacation days, and essentially, wishing my life away. So I left to pursue my childhood dream business – Destination Wedding Photography. I knew that if I were to live a shortened life, I would be happier knowing that I tried and even failed at something I loved, than to never know what could have been. I experienced bliss I had never known before by creating my dream business, and realized I had a mission to liberate as many women as I could reach, from dreaming their life away, to living their dream life, too. I started my coaching business just 10 months ago as my own personal brand, and it has grown more rapidly than I ever thought possible in my wildest dreams ever since. I am a true believer that fortune favors the aligned. What have been some key factors in your growing your business? I would say it’s been a combination of a couple big things! One is being driven by purpose rather than financial gain. When I began counting my successes through how many lives I was positively affecting (and how deeply), rather than how much money was in my bank account, I started creating more wealth and business growth than I’ve ever dreamed possible for myself. I love and respect money, but it is in the passenger seat of our journey, not the driver’s seat. Almost equally as substantial in the growth of my business, has been having my own high level business coach. She has been instrumental in my guidance, accountability, and breaking through my own boundaries, limiting beliefs and self talk into uncharted territory beyond my wildest dreams. What do you use MoonClerk for? I had a dream of bringing together a community of soul-driven, aspiring female entrepreneurs who desire worldwide impact – and guiding them through the process of turning their heart’s calling, into their dream business. MoonClerk played a pivotal role in allowing me to offer a payment installment plan for our powerful group program. Before MoonClerk, did you use another payment system? Yes. In the past, I’ve used Stripe (by itself outside of its integration with MoonClerk) and Paypal. They’ve both been great, but either they didn’t offer a regular automated payment plan option, or I found them too challenging to implement. How did these problems affect your business? Without an automated payment plan, I had to spend a ton of extra time (and money, paying my virtual assistant) to do all of the admin work manually. What made you decide to use MoonClerk? Seeing how easy it was to use, install and create my automated payment plan forms was a huge factor in deciding to use MoonClerk! I can’t imagine my business without it now. What was your experience when switching and getting started with MoonClerk? Super simple – which is so important to me. What do you like about MoonClerk? It’s completely user friendly, intuitive, simple yet effective, reliable, and keeps me up to date with anything I need to know. I’ve had great customer service as well, which is invaluable to me. Has MoonClerk improved or helped your business? Absolutely! I was able to bring in over $48,000 in automated payments alone in just the first few months of using MoonClerk. I did it with ease and with little to no time or money spent. This created a healthier bottom line for my business, allowing me to spend my time and money doing what I actually love to be doing – helping women live and create their dream lives and businesses. Any advice for others who are in similar industries? Spend your time doing what lights up your heart, and find amazing people and resources like MoonClerk to do the rest!! Wishing you all the best on your journey 🙂 Follow Your Heart Always – Jen xo # New Feature: Search For Forms & Hide Disabled Forms URL: https://www.moonclerk.com/new-feature-search-for-forms-hide-disabled-forms Product · Dodd Caldwell · 2016-09-26 We’ve just launched 2 new capabilities for the dashboard Form page. You can now search for forms and choose whether you want to hide disabled forms. ## Content We’ve just launched two new capabilities for the Form section of your MoonClerk dashboard. Search for Forms Now when you go to the Forms section of the dashboard, you can search for forms by name: Hide Disabled Forms We’ve always had the ability to delete payment forms , but that’s only if there are no successful checkouts on them. We’ve also always had the ability to disable a payment form. However, both active and disabled payment forms have always showed up together in the Forms section of the dashboard. You can now choose whether you want disabled forms to appear in the Forms section. To hide disabled forms, you just need to scroll to the bottom of the Forms section and choose to view “Only Active Forms”: Your selection will remain on your MoonClerk account until you want to view “All Forms” again. As always, send us an email at help@moonclerk.com if you have any questions. Photo by TaxRebate.org.uk # How Root Creative Saw A 95% Increase in Billing Efficiency With MoonClerk URL: https://www.moonclerk.com/how-constructive-roots-saw-a-95-increase-in-billing-efficiency-with-moonclerk Customers · Dodd Caldwell · 2016-09-20 Martin Masin, of Constructive Roots, tells us how MoonClerk helped his Shopify internet marketing company become 95% more efficient in billing clients. ## Content Martin Masin, cofounder of Root Creative , talks with us about how MoonClerk has helped his Shopify internet marketing company become 95% more efficient in billing clients. Can you tell us a little about Root Creative? We are a creative web agency that specializes in internet marketing on the Shopify Ecommerce platform for: SEO, Google AdWords, Facebook, and Instagram. Our clients usually experience anywhere from 55% - 1,500% ROI with a 90% success rate over the past year. What are your day-to-day responsibilities? My day-to-day responsibilities are sales, marketing, client onboarding, project management, and strategy development. How did your organization get its start? We started out by working on Shopify stores for a group of nationally branded car dealerships, namely Ford and Toyota, to help them build out their ecommerce stores using the Shopify platform in 2009. When the industry started shifting and becoming more difficult for franchised dealerships to do business online, we started working with more startups, entrepreneurs, and small business owners to explode their online revenue just like we were able to do with Ford and Toyota. How did you get started with Root Creative? I got started with our company back in 2009, becoming one of the first co-founders to take over the online marketing department of our Shopify SEO team. What have been some key factors in growing your business? Because we are official Shopify Partners and Experts, Shopify itself has has directly contributed to our year over year growth as marketing service providers on the Shopify Experts marketplace. In the next couple of months, we will be launching an SEO app which will help store owners optimize their ecommerce stores without needing to have a tech background. The app is basically “Shopify SEO for Dummies”. What do you use MoonClerk for? Currently, we use MoonClerk for our online billing for all of our marketing clients. Before MoonClerk, did you use another payment system? We did but with the other payment system, we were having huge issues with setting up recurring payments. How did these problems affect your business? The issues heavily affected our business because in some instances we were having to spend a great deal of time on our billing process, which was taking away time we could spend working directly with customers. MoonClerk has streamlined our day-to-day operations and made the billing process simple. Whether I’m out meeting a client, or it’s the weekend, MoonClerk is working 24/7. MoonClerk is billing our clients on-time, every time. What made you decide to use MoonClerk? A tech industry friend, who is a part of the Innovate Collective, recommended MoonClerk to us. What was your experience when switching and getting started with MoonClerk? Switching to MoonClerk was extremely easy and getting started was even easier. MoonClerk’s form builder can get you started in about 10 minutes. You are then ready to start collecting automatic payments from clients. What do you like about MoonClerk? My favorite feature about MoonClerk is that I no longer have to chase clients down to have them pay their monthly bill. Also, when a bill is due, it’s paid on-time. That is extremely important because our marketing service is a prepaid service. How has MoonClerk improved or helped your business? MoonClerk has helped us become 95% more efficient with billing and collecting customer payments. Any advice for others who are in similar industries? Switch to MoonClerk now and you will save yourself so much time. Out of all of the paid online subscriptions we use, MoonClerk is at the top of my list. # New Feature: Limit Coupons To Specific Forms URL: https://www.moonclerk.com/new-feature-limit-coupons-to-specific-forms Product · Dodd Caldwell · 2016-08-29 We’ve just added a new feature to our coupons section. Now when you create a coupon, you’ll be able to limit that coupon’s use to one or more specific forms ## Content We’ve just added a new feature to our coupons section. Now when you create a coupon , you’ll be able to limit that coupon’s use to one or more specific forms. When you do that, payers who check out on other forms won’t be able to use the coupon on those forms – just the ones you’ve chosen. Once you’ve arrived at the coupon creation page of the MoonClerk dashboard, you can scroll down toward the bottom to see this section. You’ll need to answer “Yes” to the question “Limit to specific form(s)?”: Once you’ve done that, you can start typing the name of the first form you’d like to limit the coupon’s use to: To add additional forms that the coupon can be used on, you just type the name of the additional forms: Previously, after you created a coupon, there was no way to edit it. But, we now allow you to edit which forms your coupon is limited to. You can click on the coupon you’d like to edit: Then, you can click the Edit button to change which forms you’ve chosen the coupon to be limited to: Also, when you add or change a coupon to an already existing plan , the selection options will respect the form limitations you’ve added to coupons. We hope you’ll find this new feature use. Send us an email at help@moonclerk.com if you have any questions. Photo by torbakhopper Save Save # How MoonClerk Helped SpeedMobi Triple Its Monthly Recurring Revenue URL: https://www.moonclerk.com/how-moonclerk-helped-speedmobi-triple-its-monthly-recurring-revenue Customers · Dodd Caldwell · 2016-07-21 Keith Carpenter Jr. talks with us about how MoonClerk played a key role in helping his company, SpeedMobi, triple its recurring revenue. ## Content Keith Carpenter Jr. talks with us about how MoonClerk played a key role in helping his company, SpeedMobi , triple its recurring revenue. Can you tell us a little about SpeedMobi? We build and recreate websites for small to medium sized businesses. How did your organization get its start? We started 10 years ago as a one-person marketing consulting firm. What have been some key factors in your business’ growth? I’d say the biggest factor for our growth has been finding talented and motivated sales people as well as doing a great job of identifying our target market. What do you use MoonClerk for? We use MoonClerk to integrate with our Stripe merchant account. MoonClerk makes it so easy to create recurring monthly payments for our clients. Plus MoonClerk’s flexibility is incredible. What problems did you have with your previous payment system? Before MoonClerk, we used PayPal for all of our payment processing. Even with the enhanced paid upgrade, we were still unable to do many of the things that MoonClerk allows us to. PayPal just wasn’t flexible enough. We found ourselves constantly calling support and asking if we could do this or that and being told NO. I don’t like to hear the word NO. With MoonClerk all we hear is yes, yes, yes. How did these problems affect your business? Not being able to create the correct sign up forms for our clients was not good. It caused us more manual work than we would have liked and so we had to scrap some of the things we wanted to do and choose a different route. What made you decide to use MoonClerk? I was referred to MoonClerk from a Facebook group I belong to. That group always provides good resources. We did our research and ended up choosing MoonClerk. I’m glad we did. What was your experience when switching and getting started with MoonClerk? It was simple. The user interface is very intuitive and we started creating payment forms right away. When we did get caught up with something, we emailed support and got a response back usually in less than an hour and sometime as quick as minutes. What do you like about MoonClerk? I like everything about MoonClerk. The flexibility of creating recurring subscriptions is fantastic. The coupon codes are great and it’s easy for me to find customers inside MoonClerk if I need to check on something. How has MoonClerk improved or helped your business? Since we started using MoonClerk we have tripled our monthly recurring revenue. There are some other factors involved in that but MoonClerk has definitely been instrumental in allowing us to provide a simple trustworthy checkout process for our clients that matches up with exactly how we wanted them to be billed. Any advice for others who are in similar industries? If you are building a subscription business and you want to have a nice-looking, easy-to-use checkout process that has the flexibility to satisfy a wide range of clients, MoonClerk is what you need to use. It’s great! # How Life Coach, Bridgette Simmonds, Used MoonClerk To Increase Her Clients’ On-Time Payment Rate From 0% to 100% URL: https://www.moonclerk.com/how-life-coach-bridgette-simmonds-used-moonclerk-to-increase-her-clients-on-time-payment-rate-from-0-to-100 Customers · Dodd Caldwell · 2016-07-13 Bridgette Simmonds tells us how she went from having 0% of the clients for her life coaching business pay her on-time to having 100% of them pay her on-time ## Content Bridgette Simmonds talks with us about how she went from having 0% of the clients for her life and leadership coaching business pay her on-time to having 100% of them pay her on-time. Can you tell us a little about what you do? I am a life & leadership coach. I partner with both individuals and businesses to create the success they desire & more! What are your day-to-day responsibilities? Day-to-day I push people past their limitations about what they think is impossible. How did you get started? I realized one day that there is greatness and brilliance at my core and that I enjoyed reminding everyone I came in contact with that they do too! I then got my certification and went to work. What have been some key factors in growing your business? Consistent focus on my core values of authenticity, energy, fun, freedom and love for my clients and their dreams and goals have been the key factors in my business’ growth. What do you use MoonClerk for? I use MoonClerk to collect payments for my coaching services Before MoonClerk, did you use another payment system? Before MoonClerk, I used PayPal. It wasn’t intuitive nor easy to apply recurring payments. I even called them for help and it was still unclear. It was frustrating to have to invoice my clients monthly. I would rather stick to my business of cultivating greatness in people and NOT have to worry about the payment piece. It was messing up my mojo. And then the heavens opened and I found MoonClerk – *cue angels singing*… What made you decide to use MoonClerk? MoonClerk is very simple. It was easy to set up basic recurring payments as well as other more advanced features like collecting down payments. MoonClerk’s fees are also reasonable and I get my money deposited into my bank account quickly. MoonClerk enhanced my mojo. What was your experience when switching and getting started with MoonClerk? My experience was very positive. I logged in, created an account, and I was off to the races! I haven’t looked back or regretted my decision at all. What do you like about MoonClerk? I love how easy it is. I love how I can set up recurring payments. I love that I can create customized invoices for my clients. I love how I can easily share links to payment forms with my clients. I love that there is “Moon” in the name. And I love how quickly I get my money. How has MoonClerk improved or helped your business? MoonClerk has increased my efficiency as a business owner as well as increased my return rate on receiving payments. I love that I no longer have to set a reminder to invoice my clients. Prior to MoonClerk, I spent a lot of time “chasing” people for money. 0% of my clients would remember to pay their monthly installments. With the MoonClerk recurring option, I now receive 100% of my payments each month on-time. That’s spectacular! Any advice for others in the life coach business? Use MoonClerk! It increases your efficiency and is easy-to-use. I highly recommend it so that you can focus on what’s most important to you – creating clients and increasing the awesomeness! # New Feature: Manually Resend & Send Successful Payment Notification Emails To Payers URL: https://www.moonclerk.com/new-feature-manually-resend-send-successful-payment-notification-emails-to-payers Product · Dodd Caldwell · 2016-06-21 We’ve just added a new feature that will allow you to manually resend a Successful Payment notification email receipt to a payer. ## Content We’ve just added a new feature that will allow you to manually resend a Successful Payment notification email receipt to a payer. Or, if you don’t have that notification enabled and just want to send the receipt on a per-payer or per-payment basis, with this new feature, you can also do that. All you have to do is go to the Details page of the individual payment whose receipt you’d like to resend/send. We have a “Send Receipt” button that you can click on to initiate sending the email: See Detailed Instructions We hope you will find this new feature helpful. Send us an email at help@moonclerk.com if you have any questions about it. Save Save Save Save # New Feature: Send "Successful Refund" Email Notifications To Payers URL: https://www.moonclerk.com/new-feature-send-successful-refund-email-notifications-to-payers Product · Dodd Caldwell · 2016-06-15 We’ve just added a new email notification to payers – a “Successful Refund” notification that goes to your payers when you successfully refund a payment. ## Content We’ve just added a new email notification to payers – a “Successful Refund” notification. This notification goes out to your payers when you successfully refund a payment – whether it is a partial refund or a full refund. By default, we turn this email notification “On” in the Notifications section of your MoonClerk dashboard. However, you can turn it “Off” if you’d like. As with all of the emails in our Notifications section, you can also customize its text using dynamic data from the checkout and the refund itself. Here is what the default notification will look like and say (with dummy data): We hope you and your payers will find this new feature helpful. Send us an email at help@moonclerk.com if you have any questions about it. Photo Credit: Got Credit Save Save Save Save # How Creative Purity’s Profitability Grew By Switching From Manual Invoices To Recurring Payments With MoonClerk URL: https://www.moonclerk.com/how-creative-puritys-profitability-grew-by-switching-from-manual-invoices-to-recurring-payments-with-moonclerk Customers · Dodd Caldwell · 2016-06-01 Travis Ruskus, of Creative Purity, tells us how his business has grown after switching his client billing from invoices to recurring payments with MoonClerk ## Content Travis Ruskus, founder of Creative Purity , talks with us about his business’ growth after he decided to stop sending one-off invoices to clients and switched to setting his clients up on recurring payments using MoonClerk. Can you tell us a little about Creative Purity? Creative Purity is a digital creative agency that helps entrepreneurs innovate their message and connect with their audience. What are your day-to-day responsibilities? I consult with my clients and help them with any bottlenecks in their user flows and marketing campaigns. Then I can get my hands dirty with new projects that need to be completed. How did Creative Purity get its start? One morning I got out of bed, made some coffee, looked out the window, and made the decision to start the agency. Making the leap to work for myself was a big one, but one that just felt so natural. I love helping people make their dreams come to life and get real results from their initial idea. With the way technology has dramatically evolved to help us all become more connected, it has transformed how easy it is to create really great things. What have been some key factors in your busines’s growth? I got started by asking friends and family about how I could best help them. From there, 3 rd party referrals started to come in. The health of my business depends on word of mouth. High quality work, authenticity, and positivity are traits that have helped me grow and are definitely traits that my best clients carry. What do you use MoonClerk for? I use MoonClerk for weekly subscription payments and larger bulk payments. Everyone has different budgets to work with, so it’s nice having a subscription system that can be flexible to meet my customers’ needs. Before MoonClerk, did you use another payment system? I used Quickbooks to invoice people every week. It was nice to get paid, but it was just so unnecessarily repetitive. The problem I had in my own experience of sending invoices manually was due to the person I sent them to. Either they forgot to pay the invoice or I had to wait longer than I wanted for them to pay it online. And, once they paid, it took 4-5 days for the money to be deposited into my account. How did these problems affect your business? Manually sending invoices was a huge time suck and I had to spend more time worrying about making sure I got paid, which ultimately led to taking less creative risks and limiting the amount of projects I could take on. What made you decide to use MoonClerk? I wanted a subscription payment form that I could easily embed onto my Squarespace site. It’s all about what’s easiest for my clients to use and what doesn’t involve me having to get dirty with API keys and custom coding. Efficiency and security for everyone is essential. What was your experience when switching and getting started with MoonClerk? It was great! MoonClerk was so easy to use and it did exactly what I wanted it to. What do you like about MoonClerk? Because MoonClerk works so well I have more time and energy to focus my attention on more important tasks at hand. It takes a ton of momentum to get an idea off the ground and I have to make sure that I don’t waste both my client’s energy and my own energy. How has MoonClerk improved or helped your business? Since switching to MoonClerk, business profitability has been climbing in the past year, but the most valuable metric to me is TIME. With MoonClerk I have more time and my clients have more time, and we can spend it doing the things we love. Any advice for others who are in similar industries? Subscription payments are definitely the way to go as we all head towards the future. If you can consistently provide value for others with your product/service, then they would love to continue paying you. When both parties focus less on each transaction and put more attention on long-term value, everyone wins. # Why Collective Office Chose MoonClerk To Accept Coworking Payments Instead Of An All-In-One Software Solution URL: https://www.moonclerk.com/why-collective-office-chose-moonclerk-to-accept-coworking-payments-instead-of-an-all-in-one-software-solution Customers · Dodd Caldwell · 2016-05-26 Brandon Hensley tells us why he uses MoonClerk to accept recurring payments at his coworking space, Collective Office, instead of using all-in-one software. ## Content Brandon Hensley, founder of Collective Office , tells us why he decided to use MoonClerk to accept recurring payments from the members at his coworking facility instead of trying to us an all-in-one software solution. Can you tell us a little about Collective Office? Collective Office is a coworking space that provides creative workspace for teams and individuals on a month-to-month membership basis. What are your day-to-day responsibilities? Collective Office is just one of my companies, and fortunately doesn’t require a lot of oversight. We are fortunate that our business has a lot of buzz around it and my main focus is to be an ambassador for the brand as well as the coworking industry. How did you get started? I built our facility last year as a corporate office for my organizations. I had planned on occupying a portion and then leasing the rest traditionally. I was then made aware of coworking and shared office space and decided to go full-steam into that industry with the building. I now only have a small percentage of the building for myself and have opened up most of it for our members. What have been some key factors in your organization’s growth? Coworking is a relatively new industry, especially here in the suburbs of Dallas. Being only 5 miles from DFW airport, our town is home to a huge number of mobile and home based workers who want to get out of the coffee shops and home offices. Once they learn of our month-to-month memberships, they sign up on the spot. What do you use MoonClerk for? Our payment system is comprised of Moonclerk for our recurring payments and of course Stripe as the back-end processor. Our business model is all about simplicity and ease-of-use, so having embedded payment forms right on our website was a perfect solution for us. We are basically like a SaaS business in that the use of our building is a monthly membership and not a lease. MoonClerk allows my members to manage their payments and subscriptions without me being involved. What made you decide to use MoonClerk? I use Squarespace for our website and when looking at keeping my payments within their website, they recommended MoonClerk. I couldn’t be happier because MoonClerk does everything I need. What do you like about MoonClerk? The ease-of-use and the reporting is fantastic. The branded payment pages and embeds make it look like I have an entire backend team running our website, when the truth is I simply create a form, embed it, then receive emails stating a member just created a recurring plan and/or made a payment. I love it. How has MoonClerk improved or helped your business? Having just opened for business 5 months ago, I started using MoonClerk from the beginning. I have a clear picture of my revenue and trends within the dashboard which gives me the ability to see at a glance our growth metrics and revenue streams. Any advice for others who are in similar industries? There are many subscription based “all-in-one” software solutions that include recurring payments. However, they seem to be expensive and bloated. I did my due diligence to see if that was the route I wanted to go, and as soon as I found MoonClerk, I knew I didn’t need those outside systems. With MoonClerk, I’m able to keep payments on my website and not send my members to another site to create a recurring payment plan. # Why Heather Jernigan’s Business Coaching Clients Are Raving About MoonClerk URL: https://www.moonclerk.com/why-heather-jernigans-business-coaching-clients-are-raving-about-moonclerk Customers · Dodd Caldwell · 2016-04-15 Heather Jernigan talks with us about how switching from PayPal to MoonClerk for her recurring payments helped her clients and her business coaching website. ## Content Heather Jernigan talks with us about her experience switching from PayPal to MoonClerk for her recurring payments and how that change helped her clients and her business coaching website . Can you tell us a little about what you do? I’m a Creative Marketing Director and Business Coach at HeatherJernigan.com which helps women entrepreneurs step more fully into their CEO role with grace and ease. I help them leverage their brilliance so they have more spaciousness to create an impactful, meaningful, and joy-filled life and business and feel like they truly have it all. What are your day-to-day responsibilities? I create step-by-step marketing plans, co-write copy, manage visibility efforts, brainstorm business strategies and cultivate my clients’ creativity. How did you get started? I was a marketer in the corporate world for nearly 10 years before I decided to start my own business. I’ve been in business for nearly 5 years now. What have been some key factors in your business’s growth? I know all the ins and outs of good marketing strategies, but, since I am a one-woman show, my business always does better when I apply the tools that work best for ME – the ones that light me up (because they make me want to follow through when I get excited about them!) What do you use MoonClerk for? I use MoonClerk for everything! It’s wonderful for recurring billing. Before MoonClerk, did you use another payment system? I had a PayPal Merchant account that linked with my WordPress site. It was kind of clunky and not very user friendly. People had to check out through PayPal and I really wanted them to have a more seamless experience. What made you decide to use MoonClerk? I had a colleague recommend using Stripe with MoonClerk. Previoulsy, I had been a customer of another business that used Stripe and MoonClerk and I had been impressed. So, when it came time to decide on a new system for my own business, it was a no-brainer. What was your experience when switching and getting started with MoonClerk? When I set up a form in less than 5 minutes, I was sold. When I customized the form to match my brand, my clients raved. When I showed my clients how easy recurring payments were, they were SOLD. What do you like about MoonClerk? It’s just so easy, and I receive money into my own bank account much more quickly, which is always a good thing! Any advice for others who are in similar industries? You deserve to get paid quickly. Your clients deserve to pay through a trusted system that’s going to protect their information. MoonClerk does both. # New Feature: Send Account Notifications To Multiple/Additional Email Addresses URL: https://www.moonclerk.com/new-feature-send-account-notifications-to-multipleadditional-email-addresses Product · Dodd Caldwell · 2016-04-05 We’ve now added the ability for you, as the account holder, to choose the email addresses you want to have each individual notification sent to. ## Content While we’ve always given you control over enabling/disabling the account notifications we send you as well as the content of the notifications, we’ve always sent the notifications to one email address – your account email. We’ve now added the ability for you, as the account holder, to choose the email addresses you want to have each individual notification sent to. In the Notifications area of your MoonClerk dashboard, you can see all of the notifications we send you: If you click into any of these notifications, you’ll now see the option to enter either just have the notification sent to your account email address or you can click “Customize Email Recipients” and enter any email addresses you’d like the notifications sent to: This allows you can to add additional email addresses or replace your account email address on a per-notification level. For more information, read our Help documentation . Send us an email at help@moonclerk.com if you have any questions. Photo Credit: Andrew Taylor Save Save Sign in to your account # New Feature: View A Log Of All Your Activity In The MoonClerk Dashboard URL: https://www.moonclerk.com/new-feature-view-a-log-of-all-your-activity-in-the-moonclerk-dashboard Product · Dodd Caldwell · 2016-03-02 We’ve just released a new feature - a log that displays many of the changes you, as the account holder, have made in the dashboard. ## Content If you have a MoonClerk account and have checked your dashboard recently, you might notice a new feature. We’ve just released a log that displays many of the changes you, as the account holder, have made in the dashboard. We have an activity section that allows you to see a full log of all changes you’ve made. Learn how to view this full activity log. We also have a section that allows you to see a log of all the changes you’vee made to a specific recurring plan. Learn how to view a recurring plan’s activity log. We launched this new feature on the morning of Feb. 22, 2016 (last week.) This activity log will begin as of the time that we launched the feature. It is not retroactive, meaning it won’t display a log of your activity before we launched it. You’ll notice that for some sections, the detail and description for the changes you’ve made in the dashboard is very granular. For changes in other sections, the changes aren’t as detailed. This may change over time and become more granular for all changes you make. For now, we’re only logging changes that you, as the account holder, make inside the MoonClerk dashboard. We don’t currently log any changes your payers make in the activity logs (such as updating their billing information or canceling their recurring plans.) Send us an email at help@moonclerk.com if you have any questions. Photo Courtesy of Greg Lobinski # New Feature: The Ability To Download/Print/Email Receipts For Your MoonClerk Usage URL: https://www.moonclerk.com/new-feature-the-ability-to-downloadprintemail-receipts-for-your-moonclerk-usage Product · Dodd Caldwell · 2016-02-22 We now allow you to view/download/print/email the receipts for the charges that we make on your credit/debit card for your usage of MoonClerk. ## Content We’ve just added a new section to the MoonClerk dashboard that will hopefully help you with your bookkeeping/accounting. If you’re a MoonClerk account holder, we now have the functionality that allows you to view, download, or print the receipts for the charges that we make on your credit/debit card for your usage of MoonClerk. In addition, you can have these receipts automatically emailed to multiple email addresses that you determine. Learn how to view/download/print receipts Learn how to have MoonClerk automatically email your receipts Send us an email at help@moonclerk.com if you have any questions. Photo courtesy of Brad Montgomery # How Moomaw Family Farm Uses MoonClerk To Power Billing For Its CSA Members URL: https://www.moonclerk.com/how-moomaw-family-farm-uses-moonclerk-to-power-billing-for-its-csa-members Customers · Dodd Caldwell · 2016-01-15 Nathan Moomaw, owner of Moomaw Family Farm, talks with us about how he uses MoonClerk to automate the billing process for his CSA members. ## Content Nathan Moomaw, owner of Moomaw Family Farm , talks with us about how he uses MoonClerk to automate the billing process for his CSA members. Can you tell us a little about Moomaw Family Farm? We’re a CSA farm near Portland, Oregon that raises pastured pork, chicken, lamb, and rabbit. We’re on our third year now. We only raise meat for our CSA members, who each receive from 5-10lbs of meat delivered to their homes each month, all year-round. I set this business up very intentionally to focus exclusively on raising ethical, healthy meat for local families, and so far it’s worked really well, as we’ve been sold out each year. We’ve grown from serving 80 members to 150 members. What are your day-to-day responsibilities? I started the farm by myself, and did pretty much everything the first year. The past couple years, my wife has been able to help more and my mom has been doing the weekly deliveries to our members’ homes in Portland. We’ve also had farm helpers stay with us, so that has relieved quite a bit of the daily workload pressure. Running a farm requires wearing many hats throughout the day. I try to do as much as I can myself to save money. For instance, I do all the photography, website design, and marketing, in addition to carpentry, plumbing, veterinary, bookkeeping, accounting, sales, etc… How did you get started? I had no background in agriculture and grew up in the suburbs and cities on the west coast, so it was a 10-year process of working on farms and at farmers markets before I was ready to start my own venture. I spent those ten years honing my business plan, so by the time I started, I had a pretty well-refined vision of what I was going to do. By starting as a CSA, I was able to finance the start-up of the business using pre-sales to my members. Each member paid between $500-$1,000 in advance for their meat, which allowed my to raise the $60,000 I needed to get thing up and running. I found land to lease, set up equipment, got animals, and started delivering meat in the summer of 2013. What have been some key factors in growing your business? I think a key factor to our growth has been being willing to make big changes, even if there is some short-term pain involved. Here are some big changes we’ve made so far that have resulted in sustained growth: Raising prices by 25% the second year, after realizing our costs were higher than anticipated. The demand was there, so we took the risk in order to get comfortably profitable. There was a short-term hit to sales, but before too long we were sold out of meat again. Relocating the farm from one leased property to another after things didn’t work out with the landowners at the first place. This wasn’t a choice really, but it was worth doing and we’re now much better off for it. Switching our payment system from annual payments to monthly payments since most people can’t afford to pay $1,000 at once. We kept hearing from folks who wanted to join, but couldn’t afford it, and it was getting to be a lot of work to find people who could afford it. So, we figured out the way to keep our price per pound the same, but make it easier for people to pay, was to switch from an annual payment to monthly payments. Our short-term cashflow took a hit, but we’ve been able to expand and the future cashflow looks great. What do you use MoonClerk for? When we decided we wanted to switch from an annual payment to monthly payments, I realized that I would need to automate the process as much as possible, rather than manually invoicing all 150 members each month. We now use MoonClerk as our main payment system. We use it to charge monthly recurring membership fees. Before MoonClerk, did you use another payment system? Prior to MoonClerk, we just sold annual memberships, which happened through our Squarespace website. Each year, I would have to remind all the members to sign up again. The only problem with the Squarespace store was that it didn’t allow for recurring charges. What made you decide to use MoonClerk? MoonClerk had the exact functionality I was looking for, a nice design, and an affordable price. The integration with Squarespace and Stripe was perfect for my existing payment set-up. What was your experience when switching and getting started with MoonClerk? Overall, the process was very quick and easy. It took me a little while to recreate the membership forms I had been using previously, but I figured out how it all worked without much trouble. I made the switch in less than a day, which is pretty fantastic. What do you like about MoonClerk? I like that MoonClerk works! The automated features all do what you expect them to do and everything that needs to be customized is customizable. How has MoonClerk improved or helped your business? MoonClerk has allowed us to make our services more accessible and convenient, which improves the value of what we offer, and has contributed directly to an increase in sales. Any advice for others who are in similar industries? Many farmers are hesitant to adopt new technology and ways of doing business, but I encourage them to explore what having these new tools could allow them to do. Being able to sell directly to retail customers over the internet, in an entirely automated way, allows a farmer to get top dollar for their goods, and allows them to be doing something else while that high-profit sale is happening, and it’s super convenient for the customer! Also, the concept of selling subscriptions to a farm has huge potential, MoonClerk’s recurring payments system makes it easy to do. # How Tangelo Used MoonClerk To Improve Its Client’s Conversion Rates 40% URL: https://www.moonclerk.com/how-tangelo-used-moonclerk-to-improve-its-clients-conversion-rates-40 Customers · Dodd Caldwell · 2016-01-06 Carolina Altamirano, of Tangelo, tells us how she discovered that MoonClerk improved her client’s conversion rate by 40% over their previous payment system. ## Content Carolina Altamirano, Director of Marketing for the technology services firm, Tangelo , talks with us about how using MoonClerk steamlined her business and, through A/B testing, she discovered that MoonClerk improved her client’s conversion rate by 40% over their previous payment system. Can you tell us a little about Tangelo? We’re a hybrid strategy-and-technology services firm that’s helping new ventures grow in the markets that matter to the future of our planet: energy & the environment, health, education, and economic security. With a broad range of services – in marketing, technology, and growth strategy – Tangelo is looking to change the way organizations think about growth and their impact in the 21st century global economy. What are your day-to-day responsibilities? I provide solutions to our clients’ digital marketing needs. I help implement and test tools to facilitate communications and interaction with our clients’ customers. In practice, this means defining, designing, deploying, growing and automating marketing programs to help our clients reach their business goals. How did you get started with Tangelo? I am a biologist who loves math, and after 7 years working in the Amazon Jungle, measuring trees, analyzing data and writing papers, I decided to make a change and wanted to apply my knowledge in other fields. I started as a community manager for Interesante (an interest discovery platform incubated at Tangelo with hundreds of clients), and soon discovered that my expertise in science and data analyzing can be very useful in the technology business. What have been some key factors in growing your business? Tangelo is based in the USA, Chile and Argentina, and since we started, the most important resource we care about is people that are at a high enough caliber to take on our projects’ challenges, business requirements and goals. Having the right people delivering high quality work, and top-notch technology, allowed us to continuously grow. How has MoonClerk improved or helped your business? We integrate several services into one single interface for launching automated and integrated marketing campaigns. MoonClerk helps us bill our our customers in a monthly basis in a simple way. The great thing is that most of our clients have opted for this method and that also means that we have one thing less to worry about. We really like the ease of use MoonClerk offers and we recommend it to our clients who need to receive payments. For example, we had a services company as a client, whose checkout method would take 5 screens to complete, and clearly that was increasing the dropout rate. We created an A/B landing page with Unbounce to test the 5-screen purchasing method against the simplicity of MoonClerk, and the result was that the MoonClerk form had 40% more transactions than the old method. Before MoonClerk, did you use another payment system? Yes we used a different system. MoonClerk is much simpler. Setting up the purchase forms in the other system was confusing and we needed a developer to help us most of the time. And, when something wasn’t working right, it was hard to find the bug and even harder to get help. For example, sometimes the system charged the customer 2 or 3 times for a single order. When we contacted customer service about this issue, they didn’t know how to fix it. We had to process many refunds, and compensate our clients with complimentary products or greater discounts. What do you like about MoonClerk? Personally, I don’t like all-in-one tools because they become complicated and in the end not a single feature works well enough to justify the feature bloat. I like MoonClerk because it is simple and straightforward. I also like that it can be integrated with other tools. I use the integration with MailChimp and it works seamlessly. Any advice for others who are in similar industries? One of the hardest things for a small business owner is to decide what the goal of the marketing campaign should be. Stay focused and use tools that help you streamline processes. # How Skowhegan Increased Its On-Time Tuition Payment Rate 4X With MoonClerk URL: https://www.moonclerk.com/how-skowhegan-increased-its-on-time-tuition-payment-rate-4x-with-moonclerk Customers · Dodd Caldwell · 2015-12-10 Paige Laino tells us how using MoonClerk to automate tuition payments for the art residency program, Skowhegan, increased her on-time payment rates 4X. ## Content Paige Laino talks with us about how using MoonClerk to automate tuition payments for Skowhegan , the art residency program she works for, increased her on-time payment rates 4X. Can you tell us a little about Skowhegan? Skowhegan is a nine-week residency for emerging visual artists in Maine. Our offices are in New York, where I work. What are your day-to-day responsibilities? I don’t have a static set of responsibilities, but I take care of most things online or digital. How did you get started with Skowhegan? I started as an intern processing Skowhegan’s institutional archives two years ago, but then was brought on to help with programs and events involving artist who have gone through our residency. The role is still growing and evolving. What have been some key factors in your organization’s growth? Our online presence has helped us as an institution connect to our large alumni base, and it facilitates fundraising, but expanding our organization isn’t something we’re necessarily interested in. Our residency has functioned in much the same way for the last 70 years: each summer we accept 65 artists and 10 faculty artists to attend our program. What do you use MoonClerk for? We use MoonClerk to accept tuition payments from each year’s participants. The cost of the summer program is $6,000, and while almost all participants get some form of financial aid, it’s still quite a lot. With MoonClerk, participants are able to set up their own payment schedules. Before MoonClerk, did you use another payment system? The system we had in place was basically a manual system run by my colleague, Elise. We would notify people of how much they owe upon acceptance and Elise would manage their payment schedules. She would call them, send emails, etc. when their payments were late. She would take their credit card information over the phone and enter it into a card machine. What problems did you have with this manual processs? Our old system was very personal; in a way, its effectiveness relied on participants appreciating their experience and paying tuition on-time because they were grateful and wanted to sustain Skowhegan. In practice, this doesn’t work for a number of reasons, namely because finances change, other things become more important and life is hard in general. How did these problems affect your business? Administratively it was just a huge black hole of time. Reaching out individually to each person took a tremendous amount of effort, and in some rare cases our hounding would have to go on for multiple years. Payments were always really slow because schedules seemed flexible. What made you decide to use MoonClerk? When we were updating our website, we made an online store to sell our fundraising artist prints. It was a really simple process, and it prompted us to think about other administrative areas that could benefit from an easier online interface. Our site was made on Squarespace and they recommended MoonClerk as an integration for recurring payments. What was your experience when switching and getting started with MoonClerk? We’re a small and pretty collaborate office, and the interface on MoonClerk was clear enough that everyone could immediately ascertain what was going on and make changes as needed. This turned out to be really helpful–there were definitely some nuances of the payment fields that I wouldn’t have considered had I had to act alone. We were also pleased to discover that all the idiosyncrasies we needed were possible within the setup. I think I also had some more specific questions which I emailed to MoonClerk and immediately received thorough, helpful answers. What do you like about MoonClerk? I guess we all like that it’s just very simple and works without much interference. Once we set it up we basically didn’t have to think about it again. We recently set up recurring donations through MoonClerk which also is working well. How has MoonClerk improved or helped your business? People actually pay us in a timely fashion with MoonClerk. I think people really respond to automated emails. We announce admissions decisions and financial packages in April, and in the past, by the time the program starts in June, we usually have about 15 people making any sort of payment. This year, the first year we used MoonClerk, we had 63. It was a pretty tremendous 4X increase. Any advice for others who are in similar industries? Oh yeah totally. In general, a lot of arts institutions are almost comically antiquated administratively. A lot of this is because of a truly justified reluctance to wholesale adopt new technology but a lot of it is because of underfunding and lack of staff time. I would strongly recommend sitting down and spending time restructuring basic administrative procedures – processes that can be infinitely more efficient in the future. A lot of institutions don’t have time, and don’t make time, to stop and take that step. Learn how MoonClerk’s school payment solutions can help your school accept recurring tuition payments. # How CrossFit Abellire Grew 600% In 7 Months After Switching To MoonClerk URL: https://www.moonclerk.com/how-crossfit-abellire-grew-600-in-7-months-after-switching-to-moonclerk8217s-billing-software Customers · Dodd Caldwell · 2015-10-19 Franklin Steck, of CrossFit Abbellire, tells us how grew 600% in 7 months after switching his CrossFit billing software to MoonClerk. ## Content Franklin Steck, owner and head coach at CrossFit Abbellire , talks with us about he switched from manually invoicing his customers to using MoonClerk to automate his payment system and then grew 600% in 7 months. Can you tell us a little about CrossFit Abellire? We are a CrossFit affiliate located in Collegeville Pennsylvania. Our gym’s number one mission is providing our members the education, the training, and the support that it takes to develop and maintain a healthy lifestyle and a high quality of life. We hold roughly 5 group classes daily where we give an extremely hands-on approach to coaching, running our members through guided warm-ups, movement and technique progression, as well as a workout of the day. We primarily offer group classes, in addition to nutrition programs, and other specialty programs such as flexibility classes and kid’s only classes. What are your day-to-day responsibilities? I am owner and head coach here at CrossFit Abbellire. I like to say that I wear many hats when it comes to the various roles that I fulfill each day! From writing the workout of the day each day and putting together a cohesive fitness program, to organizing our coaching schedule, designing and maintaining our website, to tidying up the bathroom – all fall under day-to-day tasks. How did you get started? Without initially having a physical location, we started running classes outside utilizing a local park during the summer of 2014. With just four extremely loyal members (including my mom), we managed to hold classes three times a week on Monday, Wednesday, and Friday nights. Combining the unwavering support from our members, and a “years-in-the-making” burning passion to open my own gym, we found the right place at the right time and opened full time in our very own facility. What have been some key factors in growing your business? People! By far, the single most important part of our growth has been the people. What I mean by that are the numerous incredible members that we proudly coach and have within our community. The greatest investment that has continued to pay off has been in those who make up our community. At CrossFit Abbellire we believe that spending the time to show care, support, and appreciation for our members is the single most important growth factor. Taking that extra time to stay and talk with someone after class about their progress, or messaging someone after hours and letting them know you’re proud of them, are all some of the small things that manifest themselves into a strong sense of belonging in our community. This in itself has resulted in much of our growth, not only in the form of membership retention, but also in the form of referrals and numerous friends and family of our members also joining us over time. Another huge key factor is in an important business philosophy. We believe that in the end, it’s not about the money. Yes, the money is our lifeblood and we need to maintain the influx of it, but it is not the reason why Abbellire exists. Focusing on truly working to make the lives of our members better has been our number one intention and end goal since the beginning. This has allowed us to focus more on delivering an exceptional product, as opposed to only looking to find ways to profit the most off of the people who value and trust our guidance. Integrity is an extremely important core value at Abbellire. What do you use MoonClerk for? MoonClerk has been a fantastic solution for our payment processing, specifically for our monthly recurring membership options, as well as various other payment plans. Before MoonClerk, did you use another payment system? We dabbled in the dark ages of cash and check for far too long before making the switch. The hassle of needing to regularly hunt down members for their monthly membership payments was stressful, awkward, and frankly, made it difficult to keep track of our income and when members needed to pay. How did these problems affect your business? The largest issue was that a member’s monthly payment would run out and it would be time for their rebill. Human nature imparts that we forget things often, in which case gym membership was not left untouched! Members would accrue stretches of unpaid time in which they essentially took our classes for free. What made you decide to use MoonClerk? MoonClerk was one of the options I had found during a search for an online payment system. The system was well polished, easy to use and understand, as well as having a flawless integration system into our website. What was your experience when switching and getting started with MoonClerk? The switch was simple enough that even someone with little internet or web experience could use it. Payments were instantly charged to member’s credit cards and began them on perfectly consistent monthly recurring memberships. There were no hiccups during the entire process of the switch. What do you like about MoonClerk? MoonClerk offers a payment system that works flawlessly, rates highly in ease of use, and allows me to not have to worry about membership payments. All I need to do is acquire a member on my end, and MoonClerk takes care of the rest with their system. How has MoonClerk improved or helped your business? MoonClerk has made our 600% growth rate over 7 months a much simpler and hassle-free process. We are extremely grateful for what they provide, and at a fair price on top of it all. Any advice for others who are in similar industries? Coming from the perspective of a membership based business owner, I would recommend MoonClerk’s services to anyone who has a similar system of operation. Being able to easily keep track of all of our income and just about guarantee on-time and consistent monthly payments has been a huge time and life saver! If you run your own CrossFit Box, learn how MoonClerk can serve as your CrossFit software for billing. # New Charts And Metrics For The MoonClerk Dashboard URL: https://www.moonclerk.com/new-charts-and-metrics-for-the-moonclerk-dashboard Product · Dodd Caldwell · 2015-10-07 We’ve just added new charts and metrics to the landing page on the MoonClerk dashboard. You can filter all of these charts by date. ## Content We’ve just added new charts and metrics to the landing page on the MoonClerk dashboard: We’ve still kept the main data points we’ve always had at the top of the dashboard; however, we’ve now added three charts that track Payment Volume, Number of Payments, and Number of Recurring Plans Created. You can filter all of these charts by date. The Payment Volume metric keeps track of all payments made and is the payment amount (in your account currency) of all successful payments minus all refunds. The Number of Payments metric includes all of the successful payments that have been made. If you have partially or fully refunded payments, those original payments still show up as a payment made. The Recurring Plans Created metric gives you a snapshot of how many recurring plans were created in the past. This count includes plans of all statuses – currently Active, Canceled, Pending, etc. If you have any questions, send us an email at help@moonclerk.com . Save Save # MoonClerk Now Available In 7 New Countries And Currencies URL: https://www.moonclerk.com/moonclerk-now-available-in-7-new-countries-and-currencies Product · Dodd Caldwell · 2015-09-30 MoonClerk is now available in the following countries and their respective currencies: Mexico, Switzerland, Denmark, Sweden, Norway, Japan, and Singapore. ## Content MoonClerk is now available in the following countries and currencies: Mexico – Mexican Peso Switzerland – Swiss Franc Denmark – Danish Krone Sweden – Swedish Krona Norway – Norwegian Krone Japan – Japanese Yen Singapore – Singapore Dollar If you’re in one of these countries and need to accept payments in a currency other than your native currency, send us an email at help@moonclerk.com . Depending on your desired currency, we should be able to help you out. As of the publishing of this post, Japan, Mexico, Singapore, and Switzerland are currently in private beta with our third party payment processor, Stripe . So, if you’re wanting to set up an account and you’re in one of these private beta countries, you’ll need to sign up to be part of their beta program first . Photo Credit: 16:9Clue # How Privy Tripled Its Growth Rate By Switching To MoonClerk URL: https://www.moonclerk.com/how-privy-tripled-its-growth-rate-by-switching-to-moonclerk Customers · Dodd Caldwell · 2015-08-12 Dan Scudder, of SaaS startup, Privy, tells us how he tripled the number of new paying clients he signs up every month by switching to MoonClerk. ## Content Dan Scudder, Director of Business Development for Privy , talks with us about how he was able to triple the number of new paying clients he signs up every month after switching to MoonClerk. Can you tell us a little what Privy does? Privy helps businesses more rapidly grow their email list. We provide easy-to-customize website popups and landing pages that can be used to acquire more email contacts. We integrate with existing email software providers (MailChimp, Constant Contact, etc). What are your day-to-day responsibilities? I run business development – that includes enterprise sales, partnerships, and marketing. How did Privy get started? We saw a simple need that wasn’t being solved well by anyone: email list growth. Previously, a business could have a basic newsletter signup form without any analytics or customization. We wanted to make email signup better. What have been some key factors in growing your business? We’ve steadily increased our “self-serve” functionality across our entire software product. We’ve lowered the barrier to entry to get started with Privy, and also made self-serve setup of the Privy product much more intuitive for the average small business – leading to more clients who are more successful. What do you use MoonClerk for? We have free and paid plans. We use Moonclerk as a way for our clients to easily upgrade to any of our paid subscription plans with premium features. Before MoonClerk, did you use another payment system? Previously we used a payment system that required us to call each client and take a credit card number over the phone. This had numerous problems, including a lot of friction in the payment process (chasing people down to get on a call!), and also misinterpretation of credit card numbers, leading to failed card charges. How did these problems affect your business? These problems slowed down sales tremendously and created a negative customer experience. What made you decide to use MoonClerk? MoonClerk was easy for us to set up, configure the different plans we wanted to offer, and embed within our own website with our look & feel. What was your experience when switching and getting started with MoonClerk? MoonClerk was extremely simple. We should have used MoonClerk from the start. What do you like about MoonClerk? MoonClerk’s UI gives us all the customization we need but is also simple enough that it’s easy to roll out a new payment form. It’s also extremely easy to integrate with Squarespace, which is what hosts our website. How has MoonClerk improved or helped your business? We’ve tripled the number of new paying clients we add every month with MoonClerk. We even wake up some mornings and have a new paying client. This was never possible before – we had to take payment over phone and definitely had to be awake to make a sale 🙂 Any advice for others who are in similar industries? Automate whatever you can – with the ability to accept electronic payments and manage subscriptions, you should never need to take payments over the phone again. # How Switching to MoonClerk Helped Foojee Stop Wasting Time Invoicing Clients URL: https://www.moonclerk.com/how-switching-to-moonclerk-helped-foojee-stop-wasting-time-invoicing-clients Customers · Dodd Caldwell · 2015-06-25 Lucas Acosta, founder of Foojee, tells us how switching from a manual invoicing system to MoonClerk helped his growing team focus on what they do best. ## Content Lucas Acosta, founder of Foojee , an IT consulting company specializing in Apple products, tells us how switching from a manual invoicing system to MoonClerk helped his growing team focus on what they do best. Can you tell us a little about Foojee? We are an IT and consulting company specializing in Apple products for businesses and schools. The tagline on our website says that we educate, implement, and support all things Apple, but that’s just the beginning. What are your day-to-day responsibilities? I am the founder so I do a wide variety of things to help guide Foojee towards success as we continue to grow. On any given day you can find me meeting with our team, working on a server install for a client, meeting with potential clients, emailing for days at a time, or working to push Foojee to the next level. How did you get started? I originally worked for Apple in retail. During my time there I fell in love with the company and with the products. Over time, I came to see that I might be able to go out on my own, which had been a dream of mine for years, and with the encouragement of family and friends I did just that. I began doing troubleshooting and consulting for residential clients who wanted help and didn’t want to do it themselves or couldn’t. Out of my love for Apple products and deep desire to serve people, Foojee was born. What do you use MoonClerk for? We use MoonClerk in order to simplify monthly billing and project billing. For automatic payments it makes life so much easier to have a page on our site with a MoonClerk form embedded rather than to chase down payments every month via invoices, checks or card readers. We have several products and plans that are monthly fees and having our automatic payment system in place is invaluable. Before MoonClerk, did you use another payment system? No, before MoonClerk we relied purely on sending invoices to our customers and processing payments online or in person. Chasing down invoices and payments was just exhausting and a pain for us. As a growing small business, that time was precious and we didn’t need our small team to be wasting their time with that kind of stuff. What made you decide to use MoonClerk? I always thoroughly research products before using and I had a great gut feeling about MoonClerk. What was your experience when switching and getting started with MoonClerk? There wasn’t necessarily a switch we had to make, but getting started was simple enough. We got it all set up and now we don’t have to think about chasing down recurring payments or following up on invoices because most of those things are automated for us. What do you like about MoonClerk? Simple, no-hassle and it gets the job done like I want it to. How has MoonClerk improved or helped your business? MoonClerk has made it easy for me and my team to focus on what we do best instead of getting sidetracked and distracted with work that doesn’t fall within our skill set. Any advice for others who are in similar industries? Don’t do things halfway. If you have unqualified people taking care of payments or doing it when their job description is completely different, make the switch and help your people step into their strengths. You’ll only be helping yourself and your company take a step forward. # New Feature: Change Plan Frequencies And Recurring Days After Checkout URL: https://www.moonclerk.com/new-feature-change-plan-frequencies-and-recurring-days-after-checkout Product · Dodd Caldwell · 2015-06-04 We’ve added two new features: 1) The ability to change the frequency of a recurring plan 2) The ability to change the day that a recurring plan is charged ## Content We’ve just added two new features to the MoonClerk dashboard that will hopefully help as you manage your recurring plans: The ability to change the frequency of a recurring plan Previously, if payers had already checked out for a recurring plan, there was no way to go in and change the frequency of their recurring plan. If you wanted to change their frequency, you had to cancel their recurring plan and have them go through the entire checkout process again. You now have the ability to simply click on their recurring plan at any time and change the frequency of the plan without them having to do anything. Learn how . The ability to change the day that a recurring plan is charged Previously, if payers had already checked out for a recurring plan and you wanted to change the day that their cards were charged, you would have to cancel their plans and then restart them, setting a new charge day. You now have the ability to simply click on their recurring plan at any time and change the charge day without having to cancel their recurring plan first. Learn how . We hope you’ll find these new features helpful for your business. If you have any questions or feedback, send us an email at help@moonclerk.com . Image by Creativity 103 # How Envision Uses MoonClerk To Streamline It’s Monthly Retainer Income URL: https://www.moonclerk.com/how-envision-uses-moonclerk-to-streamline-its-monthly-retainer-income Customers · Dodd Caldwell · 2015-05-22 Leighton Taylor, of Envision tells us how he uses MoonClerk to allow his clients to put his Shopify web design and development business on monthly retainer. ## Content Leighton Taylor, founder of Envision , talks with us about how he uses MoonClerk to allow his clients to put his Shopify web design and development business on monthly retainer. Can you tell us a little about Envision? Envision helps small ecommerce businesses launch their online stores and start selling. We are big fans of the Shopify ecommerce platform, and most of our clients’ sites run on Shopify. Our clients hire us to do web design and development for their Shopify stores as well as ongoing maintenance and updates. What are your day-to-day responsibilities? I’m mostly a one-man operation although I have a few developers who I bring in to help me with some projects. That means I’m responsible for everything, including marketing, writing proposals and signing on new clients, providing design and development services, and billing. How did you get started? In 2012 I was looking for a job and was having a hard time finding one. I had done some freelancing in the past, but had never been able to depend on it for my full-time income. However, I decided to give it a try and started finding freelance web design work on oDesk. Work kept coming in steadily, I was able to raise my rates, and soon began hiring contractors to help me handle everything. After working with a few clients who were building sites on Shopify, we were listed in the Shopify Experts directory and since then the majority of our work has centered around designing and developing for Shopify. What have been some key factors in growing your business? Aside from the obvious need to provide top-notch service, I think one big factor in our growth has been a dedication to streamlining processes and eliminating unnecessary busywork. We’ve found some amazing tools for things like time tracking, invoicing, and writing proposals that make running the business a mostly pain-free process. By making non-billable work as efficient as possible, we are free to focus on the parts of the business that generate revenue. What do you use MoonClerk for? We use MoonClerk primarily to set up recurring payments for clients who want to have our team on monthly retainer. A lot of small businesses need someone to make occasional updates on their Shopify website. By having us on retainer for a few hours per month, they have someone ready to make an update or fix a bug at a moment’s notice. This works out great for us too—recurring revenue is always a good thing. One way that we market ourselves is through publishing tutorials on YouTube and our blog explaining how to add features to a Shopify store. Some people don’t have the time or skill to work on their sites themselves, so MoonClerk has made it easy for us to put a link in our blog posts where readers can pay us to install the feature for them. Before MoonClerk, did you use another payment system? We use FreshBooks with Stripe for most of our one-time project invoicing, but MoonClerk makes it incredibly easy to get clients signed up for recurring billing. FreshBooks has a recurring invoice feature, but it requires me to call the client on the phone and get their credit card information. The only alternative is for the client to manually enter their credit card information when they receive the invoice every month. I’m all about efficiency and reducing friction, so the simplicity of MoonClerk was very appealing to me. Once the client has entered their payment information once, everything is automatic. What was your experience when switching and getting started with MoonClerk? MoonClerk has straightforward pricing and makes it quite easy to get started. It was a smooth experience. What do you like about MoonClerk? I love the simplicity and automation it provides. The recurring billing forms are easy to create, easy to send to clients, and have a clean design. How has MoonClerk improved or helped your business? MoonClerk has helped me remove a friction point for clients and reduce the amount of non-billable work I do on a daily basis, allowing me to focus on growing my business. Any advice for others who are in similar industries? MoonClerk is a perfect addition to your existing invoicing system if you need to set up recurring billing. # ShipRobot Now Integrates With MoonClerk URL: https://www.moonclerk.com/shiprobot-now-integrates-with-moonclerk Product · Dodd Caldwell · 2015-03-13 We’re happy to announce that shipping software provider, ShipRobot, has created a direct integration with MoonClerk. ## Content We’re happy to announce that shipping software provider, ShipRobot , has created a direct integration with MoonClerk. They were able to take advantage of our API and developer tools to create this integration, which will save you a bunch of time and effort if you’re selling and shipping physical products on subscription. We recently had the team at ShipRobot give us a detailed demo of their service and show us how the integration works. We came away super impressed after seeing what we believe is one of the most intuitive multi-channel and multi-carrier web-based solutions on the market. ShipRobot’s goal is to streamline your order fulfillment and shipping workflow and we believe they’ve accomplished that goal. Ever since we’ve launched, we’ve always received requests for this type of integration. With ShipRobot, you can have their service automatically import your MoonClerk payment information along with the shipping address. From those payments/orders, ShipRobot can create and print shipping labels, either individually or as a batch. You can ship with multiple carriers such as USPS, FedEx, UPS, etc. ShipRobot will automatically update order statuses and send tracking number emails to your customers. All-in-all, if you’re using MoonClerk to sell physical products on a recurring basis as a “subscription club” or something similar, ShipRobot should save you a ton of time and help you focus on selling and growing your business. # New Feature: Fewer Failed Payments on Recurring Plans URL: https://www.moonclerk.com/new-feature-fewer-failed-payments-on-recurring-plans Product · Dodd Caldwell · 2015-02-17 New features – Stripe will take care of reducing the number of failed payments. And MoonClerk will help take care of the payments when they do fail. ## Content As many of you know, MoonClerk is built on top of the payment processor, Stripe . One of the reasons this partnership works so well is that both MoonClerk and Stripe are constantly trying to improve. Recently Stripe announced a new system that will help reduce the number of failed payments on your payers’ recurring plans. Stripe now works directly with card networks so that in many cases, even if a credit/debit card gets replaced by a bank (due to fraud, expiration date, etc.) the card will be automatically updated. That means in many cases, the cardholder won’t need to go in and manually update their expiration date if the card has expired or, if their card is stolen, they won’t need to go in and update their account with the new billing information. Stripe works with the banks to do all of this automatically. Now, this doesn’t work with every card. It will not work for American Express cards but it will work for about 60% of Visa, Mastercard, and Discover cards. So, we’re going to keep our current dunning system in place – but with an upgrade. Previously, if a payer’s card on a recurring plan failed, we would automatically send out a notification on your behalf, letting them know the payment had failed and giving them the means to update their billing information. We’ve now upgraded our email notification system to only send these emails out in the cases when Stripe’s new system doesn’t work for the payer’s card. So, you should now be covered on all sides – Stripe will take care of reducing the number of failed payments. And MoonClerk will help take care of the payments when they do fail. You don’t need to do anything to take advantage of these new features. They’re automatically included on all accounts. If you’re interested, you can customize the text on the notification emails that MoonClerk sends out on failed payments. If you have any questions about these new features, send us an email at help@moonclerk.com . # How Engraph Grew Its Monthly SaaS Revenue From 0% To 60% With MoonClerk's Help URL: https://www.moonclerk.com/how-engraph-grew-its-monthly-saas-revenue-from-0-to-60-with-moonclerks-help Customers · Dodd Caldwell · 2015-02-10 Tim Hibbard, cofounder of Engraph, talks with us about how he switched to using MoonClerk as the recurring billing provider for his SaaS business. ## Content Tim Hibbard, cofounder of Engraph , talks with us about how he switched to using MoonClerk as the recurring billing provider for his Software as a Service (SaaS) business. Can you tell us a little about Engraph? We provide desktop and mobile software that is used by non-emergency medical transportation and paratransit companies. Our software manages everything from validating and organizing the riders and their information to managing route efficiency so companies can save money on gas to generating end-of-lifecycle reports for collecting funding from Medicaid or FTA. What are your responsibilities? I am the managing partner, lead developer and (pretend) CFO. How did you get started? In 1999, my partner Kyle and another original founder responded to an RFP to manage paratransit routes. The software was built for that first client, Red Cross of Grand Rapids, and they are still using (a much updated version of) our software. What have been some key factors in growing your business? People tend to make buying decisions online, even for enterprise software. We focus the majority of our marketing efforts on online ads. What do you use MoonClerk for? We have monthly SaaS clients. The sign up process is tied into MoonClerk, so the client creates a recurring plan as part of the sales cycle. What made you decide to use MoonClerk? It was a no-brainer. It was exactly what we were looking for and a huge bonus that it is being created right here in Greenville. What was your experience when switching and getting started with MoonClerk? It’s just so easy. We already had Stripe for our Xero integration, so we just pasted in a couple API keys and had our first recurring plan within days of getting started. What do you like about MoonClerk? It is just as simple to use as it is powerful to handle all our edge cases. Clients feel comfortable with the transaction. We are able to embed the payment forms right into our website. I like the email notifications at every step. It keeps me informed at all times. How has MoonClerk improved or helped your business? MoonClerk has changed so much for us! Over the last three years our monthly SaaS clients have gone from 0% of our revenue to over 60%. Treating these clients the same as off-the-shelf clients wasn’t working. Generating and delivering monthly invoices, then tracking payments and following up on overdue invoices was turning into such a time-consuming part of my job. MoonClerk provides us with known revenue numbers that allow us to make better spending decisions. MoonClerk has also eliminated steps in our sales cycle. Before, we would get an official “Yes”, then we would generate and deliver a contract and wait for it to be signed. Then we could send an invoice and hope to get paid within 60 days. Now after a formal Yes, we send them a MoonClerk agreement with our contract terms in the Terms of Service section. They sign up, we get paid, and then we start the training. Any advice for others who are in similar industries? MoonClerk is the perfect partner for software sales. There are so many places for integration. We are continuing to automate our implementation and with the MoonClerk API, we will be able to make sure that we are dedicating resources to the right clients # How TitleTap Uses MoonClerk to Accept Recurring Payments for Its Web and Mobile Software Products URL: https://www.moonclerk.com/how-titletap-uses-moonclerk-to-accept-recurring-payments-for-its-web-and-mobile-software-products Customers · Dodd Caldwell · 2015-01-28 The founders of TitleTap tell us how they’re using MoonClerk to power payments for their web &mobile app as well as their marketing services. ## Content Eliot and Dean, founders of TitleTap , talk with us about how they’re using MoonClerk to power recurring and one-time payments for their web and mobile app as well as their marketing services. Can you tell us a little about Title Tap? TitleTap creates effective and affordable web and mobile marketing tools for land title insurance companies. Our flagship product is an app that runs on nearly any device – Windows, Mac, iOS or Android. It helps real estate agents close more sales faster by giving them access to their title companies’ rates anytime ,anywhere. Plus it is a great tool for title companies to stand out against their local competitors. We also help title companies and real estate attorneys with their email marketing and websites. For instance, we have a whole marketing engine built specifically for real estate and title. You can simply plug it into your website, customize it for your specific business, and keep your customers engaged. Most recently, we’ve been working with several closing companies to build a solution to solve their new compliance issues. We expect a solution available to the general public in Q1 2015. How did you get started? Industry knowledge and talking to people still in the industry about their current challenges helped a lot. Both of us as founders have experience in the industry. Dean worked in the title industry while getting his real estate license, while Eliot managed the computer systems for multiple title and real estate lawyers. What have been some key factors in growing your business? Reading between the lines of what our customers are saying and what they really need, then building and testing a product around that need. Making payment terms and onboarding as streamlined as possible. MoonClerk has helped us do this. Our customers are busy. Complicated payments like writing checks and multiple page checkouts will ensure that we don’t get paid in a timely manner. What do you use MoonClerk for? We use MoonClerk for collecting payments in a flexible way. We pride ourselves in learning each of our customers’ specific needs before implementing anything for them. Not every customer has the same needs; therefore, they can’t all be charged exactly the same. As a result, we needed a way to set up payment pages quickly and easily with the option for both recurring and one-time payments. Shockingly, no other service will let you do this. Before MoonClerk, did you use another payment system? We tried several – Gumroad, PayPal, WordPress plug-ins, Xero, Freshbooks, Quickbooks Online. You name it, we at least evaluated it. The other services can be good for their own reasons. But, surprisingly, none except for MoonClerk would allow us to quickly set up a payment page for a product or service, accept recurring, one-time, or a combination of payments, and also let us get paid quickly via Stripe . MoonClerk was exactly the service we were looking for and thought didn’t exist. What problems did you have with these other payment systems? Gumroad, for instance, is a similar system but does not allow you to sell software products and services. You can only sell digital goods – eBooks for example. Gumroad also limits transactions to $1,000. Other invoicing programs (Xero, Freshbooks, et al.) allow you to send recurring invoices, but not automatically accept recurring payments. How did these problems affect your business? Before MoonClerk we either had to custom-code a payment page to use Paypal, which was a nightmare, or manually bill the customer with paper invoices and paper checks. MoonClerk allowed us to get paid now. And even more importantly, automatically collect recurring credit card charges. What made you decide to use MoonClerk? Collecting payments is not a core competency of ours or one that help our customers. As a result, we’d rather spend our development time and dollars on solving our customers’ problems instead of building or integrating a custom payment system (with a WordPress plug-in for instance). MoonClerk does exactly what we need it to do. Plus, the price makes it a great value. What was your experience when switching and getting started with MoonClerk? It was a piece of cake. I had several payment pages and our Stripe account integrated in under an hour. What do you like about MoonClerk? We like what MoonClerk accomplishes. It’s easy to use and we can quickly create custom payment landing pages and charge recurring and/or one-time fees. How has MoonClerk improved or helped your business? MoonClerk helps us get paid quickly and easily set up new payment forms. Any advice for others who are in similar industries? If you need a way to collect payments for software or services quickly, or you need the ability to charge customers different amounts, give MoonClerk a try. # New Design Features For Payment Forms – Image Backgrounds And Transparencies URL: https://www.moonclerk.com/new-design-features-for-payment-forms-image-backgrounds-and-transparencies Product · Dodd Caldwell · 2015-01-23 We’ve recently launched some new features that provide a bit more customization over the design of the payment forms your payers see when they check out. ## Content We’ve recently launched some new features that provide a bit more customization over the design of the payment forms your payers see when they check out. We’ve now added the ability for you to upload a background image and set the background behind the form fields to be transparent. Here’s what a payment form could look like when it has a background image and the form fields are transparent: And here’s what a payment form could look like when it has a background image the form fields aren’t transparent: To access these feature, you’ll need to design a theme . Once you’re in the Theme section, to upload a background image, scroll to the Page Background section and choose “Use Image.” You can then click on the Choose File button to choose an image file from your computer. If you’d like to set the form fields to be transparent, scroll to the Custom Colors section and click Yes. Next, click the “Set Transparent” button for both the Field Area Background and the Amount Area Background. Save your theme and make sure that you’ve applied it to the form you’d like to use when you create/edit your payment form. Hopefully, these new design options will give you some more flexibility to better match your brand! Photo by Flickr user Paul Reynolds # How MoonClerk Helps Springboard Innovation Focus On Growing Its Member Base URL: https://www.moonclerk.com/how-moonclerk-helps-springboard-innovation-focus-on-growing-its-member-base Customers · Dodd Caldwell · 2014-12-09 Simon Love, of Springboard Innovation, talks with us about how he uses MoonClerk for managing memberships and event space rentals. ## Content Simon Love, Regional Manager of Community Capital Programs at Springboard Innovation , talks with us about how he uses MoonClerk for managing memberships and event space rentals. Can you tell us a little about Springboard Innovation? Springboard Innovation was formed in 2004 to nurture community-led community change. We help provide learning, resources, and support for those who wish to make a difference using enterprise to address community challenges worldwide. We help these social entrepreneurs from launch to scale. A key program is called Hatch: A Community Innovation Lab , a unique co-working space in Portland. It is a “safe house” for experimentation, testing ideas, and collaborating. Within Hatch we run programs for local and social entrepreneurs to grow their ideas, as well as providing access to capital through our other initiative, ChangeXchange. ChangeXchange includes the crowdfunding site ChangeFunder , as well as information and resources for local investing. What are your responsibilities at Springboard Innovation? My responsibilities include membership, website and project management, plus program coordination and helping with the day-to-day running of Hatch. How did you get started with Springboard Innovation? I had heard of Springboard Innovation, and had a background in sustainability, so just walked in one day and offered to help! What have been some key factors in growing your business? Key factors have been reaching the right people, and conveying what exactly it is that we do. Social enterprise is a new field, and is often misunderstood. We believe that for-profit businesses with purpose are a big part of creating the future we need. What do you use MoonClerk for? We use MoonClerk for managing membership and event space rental payments. What made you decide to use MoonClerk? A friend recommended MoonClerk for its simplicity. What was your experience when switching and getting started with MoonClerk? Getting started was easy – after customizing our forms, we were able to duplicate and modify them for each membership level, and customize the recurring payment options, as well as offer discounts as coupons. What do you like about MoonClerk? It’s intuitive and very fast to create recurring plans, and notifies us of any problems immediately. How has MoonClerk improved or helped your business? It’s made the creation and management of recurring payments something we no longer need to spend huge amounts of time on. Any advice for others who are in similar industries? As an intuitive system for recurring payments, MoonClerk has for us been problem-free, and has allowed us to focus on growing our member base. # WordPress Recurring Billing Shortcode Plugin For MoonClerk Now Available URL: https://www.moonclerk.com/wordpress-recurring-billing-shortcode-plugin-for-moonclerk-now-available Product · Dodd Caldwell · 2014-11-18 Our Wordpress recurring billing plugin allows you to copy a shortcode for MoonClerk payment forms and paste it into Wordpress, embedding the form there. ## Content We have a lot of customers who use WordPress to power their websites. If you’re one of them, we want to make it easier for you to embed your MoonClerk payment forms into your pages or posts. Our new WordPress recurring billing plugin will allow you to copy a shortcode for individual payment forms on MoonClerk and paste that shortcode into the WordPress page editor, thereby embedding the form. 1) The first step is to download the plugin . 2) Once you’ve downloaded and activated it, you can copy the WordPress shortcode for a payment form from our Use page: 3) You can now paste the shortcode into the WordPress editor area for a page or post : 4) Once you’ve saved your changes, the payment form should show up embedded on your WordPress page or post. If you’re a WordPress developer, we have some extra tools. A standard MoonClerk shortcode looks like this: The “id” attribute is for the MoonClerk form ID. But you can also add a “tab” and “class” attribute: The “tab” attribute should be set to true and opens the form in a new tab if the js fails. The “class” attribute lets you define the HTML class attribute for the “div” tag containing the form. Send us an email at help@moonclerk.com if you have any questions about how to use this plugin. Photo by Takamorry . # Announcing MoonClerk’s Developer Tools URL: https://www.moonclerk.com/announcing-moonclerks-developer-tools Product · Dodd Caldwell · 2014-10-30 Since we launched MoonClerk almost two years ago, our system has primarily been used by non-developers. During this time, developers have consistently requested ways they could... ## Content Since we launched MoonClerk almost two years ago, our system has primarily been used by non-developers. During this time, developers have consistently requested ways they could better utilize MoonClerk. We’re happy to announce that we’ve just released a new set of tools for developers to use MoonClerk: API We’ve launched a read-only REST-style API. Read our API Documentation Read our instructions for how to generate an API Key Programmatic Integration With Your Site We’ve added the ability for you to integrate MoonClerk with your site. You can programmatically track your payers through the checkout process by adding parameters to the MoonClerk payment form URL. This can allow SaaS applications to use MoonClerk to power their payments. It can also allow our customers who want to build out their own paywalled subscription membership site to use MoonClerk to power their payments. Read our documentation on Programmatic Integration With Your Site Stripe Webhook Integration We’ve also developed a tight integration with Stripe’s webhooks. If you add parameters to the MoonClerk payment form URL, we pass those parameters through to Stripe as metadata. You can retrieve that metadata through Stripe’s webhooks. Read our documentation on Stripe Webhook Integration If you have any questions, feel free to send us an email at help@moonclerk.com . We’d love to hear from you. Photo by Brandon Nguyen # Zapier Integration Now Available - Connect MoonClerk To 300+ Web Apps URL: https://www.moonclerk.com/zapier-integration-now-available-connect-moonclerk-to-300-web-apps Product · Dodd Caldwell · 2014-10-21 We’re happy to announce that our integration with Zapier is now available! Connect 300+ web apps to MoonClerk with this new integration. ## Content For quite a while, we’ve been working on an integration with Zapier , a web automation platform that makes it easy for non-developers to connect over 300 web services together. We’re happy to announce that our integration with Zapier is now available to everyone! We’re pretty excited about this as it adds a lot of power to MoonClerk. We’ve already released some great direct integrations that connect MoonClerk directly with third party software providers, and we plan to add more over time. But until then, Zapier will immediately provide a way to integrate a wide-range of software providers. And, in some cases, a Zapier integration will always more robust and provide more functionality than what our direct integrations offer. Zapier will allow you to connect your MoonClerk account to some of the most popular software services for Email Marketing, Accounting/Bookkeeping, CRM, Appointment Management, Instant Messaging/Group Chat, Cloud Storage, and many more. View the full list of web apps you can integrate with Zapier . An integration on Zapier is called a “zap.” Here are some the potential Zaps you can create: Email Marketing Even though we already have direct integrations with most of the top email marketing providers (such as MailChimp, ConvertKit, and ActiveCampaign) Zapier allows you to have an even deeper connection with these and other providers. See a couple of example Zaps with MailChimp: Add custom fields from MoonClerk to your MailChimp list fields Add MoonClerk payers to specific groups in a MailChimp list After a successful checkout, our direct integration allows you to pass your payer’s email to a MailChimp list. But a Zapier integration will allow you to pass any of the additional information (custom fields) you’ve collected at checkout to that subscriber’s profile in MailChimp. You could also send payers to specific groups inside a list based on specific parameters of the checkout. For example, within a subscriber list, you may have gold, silver, and bronze groups. You could send your payers to different groups based on the amounts they’ve checked out for on a single payment form. Instant Messaging/Group Chat Some of the most popular instant messaging and group chat services (such as HipChat , Campfire , and Slack ) are available on Zapier. See an example Zap with HipChat: Create a new message in HipChat after a successful payment on MoonClerk Getting paid is a time to celebrate as well as something to document for your team. You could create a new message in HipChat every time a payment is processed someone in your MoonClerk account. CRM Whether you’re a nonprofit, consultant, design firm, or any other type of small business, it’s always great to have a database of your donors or clients. Customer Relationship Management (CRM) software helps you do that. Zapier works with some of the most well-known and robust web-based CRM’s on the market – Salesforce, Zoho, Highrise, and more. See an example Zap with Highrise: Create a new contact in Highrise when a payer signs up for a recurring plan in MoonClerk Every time someone new signs up for a recurring plan on MoonClerk, you can add them (along with all of the custom information, such as address) as a new contact in Highrise. Then, you could have every payment made on that recurring plan added to that contact. Google Spreadsheet Using Zapier to link up MoonClerk with a Google Spreadsheet can help save the time it would take to regularly export spreadsheets from MoonClerk. You can automatically keep your spreadsheets up to date and give your entire team access to them at the same time. Update a Google Spreadsheet whenever there is a successful payment on MoonClerk In the example above, every time a payment is made on your MoonClerk account, your Google spreadsheet is automatically updated with the data for that payment. These are just a few examples of the categories of web apps and the tasks that can be accomplished with them through the Zapier/MoonClerk integration. Do keep in mind because there are over 300 third party apps involved in this integration, we obviously don’t know how all of them work. However, you can visit this Help document on Zapier to learn how to get started with your MoonClerk account and Zapier. As always, we’d love to get your feedback on how you’re using Zapier and MoonClerk to streamline and power your business. # How The Journal of Hazmat Transportation Uses MoonClerk URL: https://www.moonclerk.com/how-the-journal-of-hazmat-transportation-uses-moonclerk Customers · Dodd Caldwell · 2014-10-13 Vince Vitollo of The Journal of Hazmat Transportation talks with us about how he implemented MoonClerk instead of building out his own custom payment system ## Content Vince Vitollo, president and publisher of The Journal of Hazmat Transportation talks with us about his publication and how he implemented MoonClerk instead of building out his own custom payment system. Can you tell us a little about what your company does? PRI International, Inc. publishes The Journal of HazMat Transportation, focused exclusively on providing expert review and analysis of U.S. and International hazardous materials transportation regulations throughout North America and Europe. How did you get started? I started The Journal in 1990, as the Chemical Packaging Review. At the time there was no good independent publication covering classification, packaging, and other issues faced by transporters of hazardous materials. What have been some key factors in growing your business? Knowing your market and being persistent in getting people to talk to you. I’ve found that getting someone on the phone is still the most powerful way to stay in contact with your audience. What do you use MoonClerk for? We use MoonClerk to accept payments for subscriptions and to collect for our advertising fees. Before MoonClerk, did you use another payment system? If so, which one? Before MoonClerk we had a credit card machine in the office and a roundabout web payment system. Every card had to be manually run, as did electronic payment receipts. It took up time that could be better spent elsewhere. What made you decide to use MoonClerk? We had to retire our old web payment service out of security concerns and wanted to find a better way to accept credit card payments. After looking into other ways to process orders, we decided to try out Stripe. Then our IT person found MoonClerk while researching ways to integrate Stripe. I didn’t want to lose any time or business waiting to implement a customized solution if I didn’t have to, and MoonClerk fit our needs. What was your experience when switching and getting started with MoonClerk? Great. It was fast and easy. In little time we were accepting new payments over the web and it has simplified the way we accept payments on the web. What do you like about MoonClerk? MoonClerk’s form creator provides the options we need to make a good-looking form, quickly. It was easy to integrate into other webpages. I like the security that MoonClerk provides our customers through Stripe. How has MoonClerk improved or helped your business? MoonClerk streamlined the process by which we accept and process payments and allows us to focus energy elsewhere. Through Stripe and another web service, Zapier , our payments are automatically tracked on a Google Docs spreadsheet that we set up – now our latest information is available at a glance with useful summary information. All of this wasn’t hard to set up and it’s saving us money in fees and man-hours. Any advice for others who are in similar industries? If you’re in the print or publishing industry, you know how important it is to incorporate technology into your business if you want to stay competitive. Photo courtesy of Flickr user Frank Pierce # New Feature - Set Specific Start Dates for Recurring Plans URL: https://www.moonclerk.com/new-feature-set-specific-start-dates-for-recurring-plans Product · Dodd Caldwell · 2014-09-11 We’ve now added the ability for you to set a specific date in the future to begin recurring plans (eg. July 23, 2015) ## Content In the past, for recurring plans, we’ve offered the ability to charge a payers card: Immediately at checkout On a set day of the month (1-31) or week (Sun. – Sat.) X number of days after checkout (trial period) Or you could let the payer decide. We’ve now added the ability for you to set a specific date in the future to begin recurring plans (eg. July 23, 2015) So, for example, let’s say today’s date is Oct. 15, 2014 and you want to start all recurring plans on Jan. 1, 2015, when you create your payment form, you can set the start date to Jan. 1, 2015. If anyone checks out between today’s date of Oct. 15 and Jan. 1, their first payment will occur on Jan. 1. After Jan. 1, the payment form will be disabled. However, you can always go into the form and edit it to set a new start date in the future. Or, you could create a new form. We’ve had some customers who have recurring plans that recur every 3 months and they have wanted to sync all of their customers up so that they are all charged on the same date. This feature will allow these customers to do just that by setting a specific date on a form, then going into the form as soon as that date has passed and re-setting the date in the future again. We’ve added an article in our Help section to show you how to set a specific start date for recurring plans. As always, send us an email at help@moonclerk.com . Photo by Dafne Cholet # New Features – Set Checkout Limits Based on Date and Number of Successful Checkouts URL: https://www.moonclerk.com/new-features-set-checkout-limits-based-on-date-and-number-of-successful-checkouts Product · Dodd Caldwell · 2014-08-28 We’re just launched new features many customers have been asking for - the ability to set checkout limits based on date and number of successful checkouts. ## Content We’re excited to announce a few new features that many of our customers have been asking for. We’ve just launched the ability for you to: Prevent overbooking by setting a limit to the number of successful checkouts on a payment form Disable payment forms after a date that you set Manually disable a payment form This should allow you to be able to accomplish some tasks that you couldn’t previously accomplish. For example: 1) If you’re selling spots to a class you teach and you only have enough spots for 10 students, you can limit your payment form so that it only accepts 10 successful checkouts. After 10 successful checkouts, your form is automatically disabled so nobody else can checkout. 2) If you’re running an event and want to set a cutoff date for when attendees can purchase tickets, you can choose to disable a payment form on that cutoff date. 3) If you emailed a link to a payment form to a group of people and then realized that you’re not ready to launch and take payments, you can now go into the payment form and manually disable that form so that no one can checkout. Of course, if a form is disabled (either manually or automatically based on the date or number of successful checkouts), you can always edit the form and enable it again by resetting the date or number of successful checkouts. We’ve added some articles in our Help section to show you how to use these new features: How to limit the number of successful checkouts on a payment form How to disable a payment form after a set date How to manually disable a payment form As always, send us an email at help@moonclerk.com if you have any questions. Photo by laurencotie # How One-Man Consultancy, Think Clearly, Uses MoonClerk To Capture New Income URL: https://www.moonclerk.com/how-one-man-consultancy-think-clearly-uses-moonclerk-to-capture-new-income Customers · Dodd Caldwell · 2014-07-02 Mathias Vestergaard talks with us about his consultancy business, Think Clearly, and his experiences using MoonClerk. ## Content Mathias Vestergaard talks with us about his business, Think Clearly , and his experiences using MoonClerk. Can you tell us a little about Think Clearly? Think Clearly is a one-man consultancy that helps people think clearly. I work with leaders and innovators and help them become even more amazing. The process looks a bit like coaching: I sit down with my clients on a regular basis and we have conversations. If a therapist works to identify a disorder, treat, and cure it to make crazy people normal, you could say that I work with people who are crazily productive and my job is to help them optimize and amplify to get the most out of their creative and entrepreneurial craziness while limiting the negative implications. How did you get started? Having been an entrepreneur since I was a kid, staring companies has always been natural. However, I used to always ask myself, “What can I make in the world?” The answers took me through IT consulting, web development, fashion photography, video, and graphic facilitation. This time I finally changed the question – “If I could have it my way entirely – what do I want to make?” My answer was essentially this: A personal and intimate consultancy where we have deep conversations about fears and challenges (almost like therapy) but also unlock deep motivations and potential. What have been some key factors in growing your business? My business grows in two ways: – Primarily, through steady word-of-mouth. My clients love what I do and I have super high client satisfaction and client retention. They often refer new people to me. – Secondly, through my speaking gigs, teaching, guest lectures, open workshops and other formats where a group of people get to experience me directly. Often someone will reach out to me after. What do you use MoonClerk for? A portion of my clients are leaders at companies that have their own intricate payment systems which I sometimes have to deal with. But I use MoonClerk for everything else. I use it for the clients who pay using their own credit card or who have a company expense card they can put it on. Some have monthly subscriptions. Others have pay-as-you-go plans. I also use it to collect voluntary, mini-contributions from my newsletter subscribers. How did you accept payments before MoonClerk? Before MoonClerk, I just accepted regular checks in the mail and expensive wire transfers. Most of these traditional methods are slow and prone to errors and additional delays. Delays in payments primary affect my liquidity which can be critical. Errors and problems in the mail also meant that I had to spend extra attention on following up and making sure that payments came through. What made you decide to use MoonClerk? I tried the demo and saw how easy it was to create simple forms. I originally planned to build my own Stripe integration directly in my website but haven’t gotten around to it yet 😉 What do you like about MoonClerk? I love that it is so easy to use. I can easily manage multiple forms and recurring payments and I only get notified if something goes wrong. How has MoonClerk improved or helped your business? It has helped me get much better at capturing smaller contributions from clients that I would previously not even bother to ask. Now they can simply click and choose their own amount and boom. Any advice for others who are in similar industries? My advice is the same for every company in every industry: Focus on creating real value for someone using whatever you have at your disposal – time, money, infrastructure, talent, knowledge. Use it to create value and worry about revenue later. Creating value may look very different in each case and you may need to really let go of your existing products. People in emerging economies struggle with inflation – Coca-Cola has a global reach into even the tiniest African village. What if Coke created a global, stable currency? Like bitcoin but less geeky? Perhaps that would create value for someone. What if you smiled more? That would create value for someone. Creating value doesn’t mean that you will have a viable business. Your costs may be too high. Or the market may not be ready yet. There is no certainty here. However, what is almost certain is that if you don’t create value your business will never survive for long. # How The ASPCO Uses MoonClerk to Save Over 2 Hours a Week of Administrative Work URL: https://www.moonclerk.com/how-the-aspco-uses-moonclerk-to-save-over-2-hours-a-week-of-administrative-work Customers · Dodd Caldwell · 2014-06-05 Abbey Tootle, Treasurer of The Artists Screen Printing Cooperative (ASPCO), talks with us about her experience in using MoonClerk. ## Content Abbey Tootle, Treasurer of The Artists Screen Printing Cooperative (ASPCO), talks with us about her experience in using MoonClerk. Can you tell us a little about The Artists Screen Printing Cooperative? The Artists Screen Printing Cooperative is a non-profit studio in Austin, Texas, that provides a shared studio space and screen printing equipment to artists and designers so that they can create original works, collaborate and learn with others. What are your responsibilities at ASPCO? Our co-op is all volunteer run, and I serve as the treasurer. My responsibilities include billing all members for their annual dues and monthly fees to use the studio, as well as paying bills and managing the co-op finances. How did you get started? My husband had the idea to start our co-op about 5 years ago. He found some other artists who were just as committed to the idea, and I’ve been lucky enough to be on the ride with them ever since! What have been some key factors in growing your co-op? Since we are volunteer run, we are always looking for ways to be more efficient and allocate our limited resources. Establishing processes to recruit, screen and orient new members has really improved the operation of our co-op and has eliminated a lot of headaches for our volunteer board of directors. Finding the clearest and easiest way to bill members for their monthly fees is a big part of that efficiency gain, especially when it comes to orienting new members. The payment system we were using before MoonClerk was confusing and always resulted in multiple emails flying back and forth between our new members and the membership team trying to clear up the confusion. What do you use MoonClerk for? ASPCO uses MoonClerk to charge recurring monthly payments to our co-op members for their usage of our shared studio space. We especially love that we can add a one-time payment to the same transaction when a new member is setting up their payment profile. We have an annual membership fee and this allows new members to take care of everything in one easy step! Before MoonClerk, did you use another payment system? Yes, we have used PayPal for the last 3 years. Why did you make the switch to MoonClerk? Ugh, I don’t think I have enough time or energy to explain all of the problems we had with PayPal! My biggest issue is that we paid $19.99 per month for an “Automatic Billing” service that was completely NOT automatic. As the treasurer, I had to go into PayPal each month and manually process a transaction for each of our 35 members. That may not sound terrible, but all of our members were on different 30 day cycles, depending on when they set up the service, so I had to log in multiple times during the month and process the transactions for members when they were within the correct 30 day window. I probably spent 3-4 hours per month managing this whole process. The other major issue is that when a member’s payment method expired or changed, there was no way for me to identify what the issue was, PayPal would just say that “the payment cannot be processed at this time.” That caused all kinds of confusion and unnecessary communication on our end with members trying to get their account updated. How did this affect your business? Lost time and incredible frustration were the main effects for me. What made you decide to use MoonClerk? I was searching for another solution besides PayPal when I stumbled upon MoonClerk. The interface looked really clean and easy to use, so I gave it a shot. What was your experience when switching and getting started with MoonClerk? Setting up our account and connecting it with our bank was incredibly simple. As soon as I started setting up our first form I knew that switching to MoonClerk was a great decision. It’s like the designer anticipated every nuance and customization I might want to make, without making the form clunky or confusing. Within minutes I had a payment form that was incredibly easy to understand, yet offered all of the special options I wanted to give my members. I couldn’t wait to roll it out! I also received excellent support and customer service from the MoonClerk team. MoonClerk is a company that wants to hear what users need and is willing to make the changes and updates to make us happy! What do you like about MoonClerk? The clean, simple interface is so easy to navigate on the backend, and my members have had absolutely no questions about how to set up their payment profiles on the front-end. I was able to easily customize our forms to match our co-op branding, and I can make simple tweaks to the form without having to generate new code for our website or new links to send to members via email. Also, MoonClerk automatically deposits funds from our transactions into our bank account! That’s one less step for me and makes my life easier. How has MoonClerk improved or helped your business? Since moving all of my members to MoonClerk, I have saved HOURS worth of time billing and documenting payments from my members. In my first week of using it alone, I saved 2 hours of work. I also have been able to offer more customized payment options to members to meet their exact needs, and creating each form is a snap. Any advice for others who are in similar industries ? If you have members, clients or customers who are on a recurring billing plan, I just can’t recommend MoonClerk enough. It has saved me so much time and eliminated so many headaches. Give it a shot and I think you’ll love it. Photo by @nicoatienza # Improve Cash Flow - Transfers to Your Bank Account Now in Just 2 Days URL: https://www.moonclerk.com/improve-cash-flow-transfers-to-your-bank-account-now-in-just-2-days Business · Dodd Caldwell · 2014-05-22 Previously, funds were transferred into your bank account on a rolling 7-day basis. The wait is now only 2 days. ## Content Since MoonClerk launched, we’ve been proud to work with our third party payment processor, Stripe . Every day, we’re convinced we made the right partnership choice – Stripe is not only the hottest payment provider on the internet right now but they’re constantly improving. Previously, Stripe transferred funds into your bank account on a rolling 7-day basis. They’ve now reduced the wait to only 2 days. So, if someone make a payment on one of your MoonClerk forms on a Monday, you’ll receive your funds 2 days later on Wednesday of that same week. In the past, Stripe’s 7 day wait has been a hindrance to some of you signing up for MoonClerk. If that’s the case, we hope you’ll give us another look. And, if you’re already a MoonClerk customer, we hope you enjoy the quicker access to funds and improved cash flow! If you have any questions please send us an email at help@moonclerk.com and we’ll be happy to help. Photo Credit: LendingMemo.com # Educational Resources for Nonprofit Monthly Giving Programs (Part 6 of 6) URL: https://www.moonclerk.com/educational-resources-for-nonprofit-monthly-giving-programs-part-6-of-6 Business · Dodd Caldwell · 2014-05-08 To finish off this series, we’d like to provide further educational resources for those who want to dive deeper and grow their nonprofit’s recurring revenue ## Content This is part 6 in a 6-part series on monthly giving programs for nonprofits. Read Part 1 – Benefits of Monthly Giving Programs Read Part 2 – Planning a Successful Monthly Giving Program Read Part 3 – Launching a Monthly Giving Program Read Part 4 – Keeping Monthly Donors Engaged Read Part 5 – Recruiting and Converting New Monthly Donors To finish off our series on monthly giving programs, we’d like to provide a list of further educational resources for those of you who want to dive deeper and grow your nonprofit’s recurring revenue. How-to Books: McKinnon, Harvey. Hidden Gold . Taylor Trade Publishing, 2003 A readable, entertaining, and informative guide, with practical tips and creative suggestions for building an effective monthly giving program. http://www.amazon.com/Hidden-Gold-Harvey-McKinnon/dp/1566251222 Waasdorp, Erica. Monthly Giving – The Sleeping Giant: How Small Gifts Can Become Powerful Tools to Support any Organization . A Direct Solution; 2nd edition, 2013. This book picks up where Hidden Gold leaves off. Updated, real life strategies focusing on the nuts and bolts of creating a monthly giving program. http://www.amazon.com/Monthly-Giving-Sleeping-Powerful-Organization/dp/0985968311 Articles with Tips and Tricks Basic overview of monthly giving benefits and needs Armour, Cynthia J. “ Fundraising Q&A: The benefits of monthly giving. ” February 27, 2012. Quick and easy tips for designing a monthly giving program Perry, Gail. “ 18 Tips to Create a Wildly Profitable Monthly Giving Program. ” Fired Up Fundraising. June 28, 2013. Steps to guide the launch of a new monthly giving program Garecht, Joe. “ The 7 Steps to Launching a Monthly Giving Program at Your Non-Profit. ” The Fundraising Authority. Good, generic tips on overall donor engagement. “ Increasing Donations from Current Donors .” ASPCA. Strategies for turning one-time donors into monthly donors Chase, Vanessa. “ Monthly Giving Conversion – what really works? ” April 15, 2013 Philanthropy for All. Tips for gaining back recently dropped monthly donors Armour, Cynthia J. “ Fundraising Q&A: Re-engaging monthly donors. ” October 24, 2012. We hope you’ve found this series helpful. If you have any questions please let us know. Learn more about how MoonClerk helps nonprofits accept recurring and one-time donations online . Photo by Flickr User cappellmeister # Recruiting and Converting New Monthly Donors (Part 5 of 6) URL: https://www.moonclerk.com/recruiting-and-converting-new-monthly-donors-part-5-of-6 Business · Dodd Caldwell · 2014-04-17 This is part 5 in a 6-part series on monthly giving programs for nonprofits. Learn tips to keep your nonprofit’s monthly giving program alive and growing. ## Content This is part 5 in a 6-part series on monthly giving programs for nonprofits. Read Part 1 – Benefits of Monthly Giving Programs Read Part 2 – Planning a Successful Monthly Giving Program Read Part 3 – Launching a Monthly Giving Program Read Part 4 – Keeping Monthly Donors Engaged Launching a well-crafted, robust monthly giving program is an important step for nonprofits, but it is not the endpoint. Too many nonprofits fall into the trap of launching a monthly giving program, then leaving it to wither and die. But the post-launch phase of a monthly giving program is when buy-in from staff and key leaders really makes a difference. Continually working with leaders and staff can help make monthly giving part of the organizational culture. Here are some tips for creating a plan to keep your nonprofit’s monthly giving program alive and growing: 1. Monthly Giving as Part of an Overall Outreach Strategy Make monthly giving front-of-mind for all those who interact with donors and who are involved in creating marketing materials. Your website, social media sites, brochures, event programs, and newsletters should include a short paragraph highlighting the benefits monthly giving provides. Initiate a way for staff to celebrate gaining new monthly donors. Consider ringing a bell or playing a certain chime or tune when new members join the monthly giving program. Making the program’s success a shared accomplishment helps generate the organizational support monthly giving needs to thrive. 2. Measuring Results and Refocusing Energy Once the monthly giving program is live, it’s important to review the results at 3-month, 6-month, and 12-month checkpoints. Measure your initial results and analyze which approaches are most successful for your nonprofit. Find out what works and what doesn’t work and tailor your efforts to match what the data tells you. It’s important to establish goals and a plan for achieving the goals. Your beginning response can provide a basis for making goals that are both realistic and challenging. As you strive to achieve those goals, use the data to test and retest the affects of your efforts. 3. Periodic Appeals to Garner Support Once or twice a year revisit your donor list and repeat the process of identifying monthly giving prospects, and use that list to send targeted email and/or direct mail appeals to monthly giving prospects. Re-employ volunteers to conduct follow-up by phone as much as possible. 4. Convert While They’re Hot. It is never too early to invite donors to join the club. Presence of mind is a great motivator. You don’t want to scare people off, but a friendly, subtle invitation is appropriate. After a donor makes a one-time online donation, have a message on the confirmation page and/or confirmation email. Thank them for their support and ask if they would like to make this a recurring gift in the future. Cultivating a monthly giving program and a base of committed, sustaining donors will provide a multitude of short-term and long-term benefits for your non-profit. Learn more about how MoonClerk helps nonprofits accept recurring and one-time donations online . Our next and final posts in this series will be a list of additional resources on monthly giving programs. Photo by Flickr User islandjoe # Announcing our Integration With ActiveCampaign URL: https://www.moonclerk.com/announcing-our-integration-with-activecampaign Product · Dodd Caldwell · 2014-04-14 We’re happy to announce that we’ve completed our direct integration with ActiveCampaign , one of the top email marketing providers. Overview Whenever a payer successfully checks... ## Content We’re happy to announce that we’ve completed our direct integration with ActiveCampaign , one of the top email marketing providers. Overview Whenever a payer successfully checks out on one of your MoonClerk payment forms, you can choose to have us automatically add these payers to any of the contacts lists in your ActiveCampaign account. This allows you to either offer a paid newsletter or to offer a free newsletter to your customers or donors when they make a recurring or one-time payment through MoonClerk. About ActiveCampaign ActiveCampaign makes email marketing easier. For over ten years they have been innovating and pushing the limits of what email marketing can do. In addition to their email marketing platform, you have access to all of their email marketing resources, educational guides, and top-of-the-line support. How Does MoonClerk Work With ActiveCampaign As with all of our email marketing integrations, our functionality allows you to control everything from the payment form level. With each payment form, you can send payers to different ActiveCampaign contacts lists. So, let’s say you wanted to send separate newsletters to your Silver, Gold, or Platinum customers (based on the amount they pay), you would set up three MoonClerk payment forms – one for each level. You can have your Silver customers added to a “Silver” ActiveCampaign list, your Gold customers to a “Gold” list, and your Platinum customers to your “Platinum” list. In addition if you wanted to add your Gold customers to two ActiveCampaign contacts lists – a “Gold” list and a “General” list – you can do that too. You can check out these step-by-step tutorials from our Help section to learn how to: 1) Install ActiveCampaign on your MoonClerk account 2) Add payers to an ActiveCampaign contacts list when they check out on a MoonClerk payment form As always, if you have any questions or feedback, feel free to send us an email at help@moonclerk.com . # Heartbleed Bug Patch URL: https://www.moonclerk.com/heartbleed-bug-patch Product · Dodd Caldwell · 2014-04-10 We wanted to let you know that there have been no known compromises in our system and that we've addressed the issue within our infrastructure. ## Content You may have read recently about the Heartbleed bug that exposed a vulnerability in OpenSSL, the encryption software that much of the internet uses for security purposes. We wanted to let you know that there have been no known compromises in our system and that we’ve addressed the issue within our infrastructure. In addition, our third party payment processor, Stripe , has also addressed the issue on their end. If you have a MoonClerk account and would like, you can update your login credentials . Please send us an email at help@moonclerk.com if you have any additional questions. # Keeping Monthly Donors Engaged (Part 4 of 6) URL: https://www.moonclerk.com/keeping-monthly-donors-engaged-part-4-of-6 Business · Dodd Caldwell · 2014-04-04 This is part 4 in a 6-part series on monthly giving programs for nonprofits. Here are five steps to ensure monthly donors stay engaged and remain loyal. ## Content This is part 4 in a 6-part series on monthly giving programs for nonprofits. Read Part 1 – Benefits of Monthly Giving Programs Read Part 2 – Planning a Successful Monthly Giving Program Read Part 3 – Launching a Monthly Giving Program Fundamental to the success of any nonprofit’s fundraising campaign is helping donors feel valued and connected to the nonprofit’s mission. While there are numerous benefits to monthly giving programs, it’s easy for nonprofits to fall into the trap of taking their monthly donors for granted and as a result, lose valued supporters. Below are five steps nonprofits can take to ensure monthly donors stay engaged and remain loyal donors. 1. Getting to Know Your Donors It cannot be said enough – data is a nonprofit’s best friend. The more information you know, and can easily access, about your donors, the more you are able to communicate effectively with them. Good donor data allows nonprofits to segment donors and communicate based on the donor’s interests and needs. Knowing your donors allows you to communicate like a friend. Many of your donors may actually be your friends. Even when that is the case, it’s important to add information to your donor database to prevent donors from slipping through the cracks. For those who are not friends in real life, here are some strategies for getting to know them: Ask your donors for information about themselves. MoonClerk allows nonprofits to customize the information they can provide. Consider asking donors to provide birthdates or select primary interests. Use Social Media. Facebook is a great way to get birthdates and anniversary dates. Have volunteers help you go on a Facebook scavenger hunt to help complete donor profiles. Social Media is also a great way to get feedback from your supporters. Ask fans why they are connected to your organization or which program(s) they value most. Record their answers. Use what you’ve got. You should be sending regular communications to your donors. Be sure to update contact information when you receive notice of new email addresses or as emails bounce. Get board members to help. Often board members know many of your donors from their relationships outside the organization. Once a quarter, set aside time for board members to add information about donors. Distribute a list of monthly donors about whom you’re missing information. Ask board members if they can add birthdates, anniversary dates, key interests, or missing contact information to those donors’ profiles. 2. Make Them Feel Special Monthly donors have given your organization a pledge of loyal support. This pledge needs to be acknowledged as a special gift. Below are strategies for nurturing this special relationship. Create special communications thanking monthly donors for their ongoing support. Focus these communications on sharing the impact that their sustained giving has on your mission. What can be accomplished with these gifts that would be difficult or impossible without them? Is the organization able to make commitments that wouldn’t be possible without the steady gifts of monthly donors? Include pictures and stories from those impacted by the work of the nonprofit. Show the donors what their gifts make possible. Ask your donors how (online or by mail) and how often, they wish to receive communications. Respect their preference. Send birthday and anniversary cards. Let them know they are a valued part of the organization. Thank donors in different ways throughout the year (i.e. by phone, in newsletter articles, in social media posts, with a card, etc…). Many of these engagement strategies will be a part of your defined monthly-give benefit package, but remember to add new benefits and adapt existing benefits as your organization grows and changes and as your donor base changes. Your engagement strategy needs to be responsive to the needs of your donors. 3. Keep Them Involved Written communication is an important way to maintain a relationship with monthly donors but many donors also desire the opportunity for more personalized interaction with the organization. Some suggestions for providing active involvement include: Invite monthly donors to general donor events. Be sure to include monthly donors in fundraising galas or events and donor gatherings. Host a work party or special volunteer project for monthly donors to participate in as a group. This may be especially appealing to younger donors who cannot afford a $50/$100 ticket to a gala, but who want an opportunity to connect with other supporters. Invite a small group of monthly donors to attend a Q&A or special informative discussion with key leaders or staff. Provide an opportunity to learn more about the organization in an intimate setting. Host a tour of programs for monthly donors. Let them see firsthand the work their gifts sustain. 4. Keep the Momentum Going Joining the monthly giving program is not the end of the donor’s journey. Once a donor has been giving at a certain level for over a year it is time to ask for an upgrade. If the donor is currently giving $20 per month, show them what $30 a month could provide and ask the donor to step up to $30 per month. Many monthly donors also respond favorably to an occasional (once or twice a year) special or emergency appeal. Be sure to recognize and thank them for their regular monthly and show them why the organization needs an extra donation. 5. Don’t Let Them Slip Away Finally, if a monthly donor does stop giving, find out why. Within two months of a lapsed gift, follow-up by phone to ask them why they ended their monthly gift. Thank the donors for their support over the months or years and ask why they decided to stop. Help problem solve. Does the donor need to decrease rather than suspend the gift? Suggest modifying the gift. Is there a temporary issue that makes it necessary to suspend giving for a period of time? Offer to check back at a future date to resume giving. Is there something your organization could do to make the donor’s experience better? Be open to honest and constructive feedback. Listen and record notes of what was said and take appropriate action. Our future posts in this series will focus on: Recruiting and Converting New Monthly Donors Additional Monthly Giving Program Resources Photo by Flickr User rvoegtli # Announcing our Integration with AWeber URL: https://www.moonclerk.com/announcing-our-integration-with-aweber Product · Dodd Caldwell · 2014-03-27 We’re happy to announce that we’ve completed our direct integration with email marketing provider, AWeber . Overview Whenever a payer successfully checks out on one of your... ## Content We’re happy to announce that we’ve completed our direct integration with email marketing provider, AWeber . Overview Whenever a payer successfully checks out on one of your MoonClerk payment forms, you can choose to have us automatically add these payers to any of the lists in your AWeber account. This allows you to either offer a paid newsletter or to offer a free newsletter to your customers or donors when they make a recurring or one-time payment through MoonClerk. About AWeber AWeber has helped over 120,000 businesses get their email newsletters where they need to go. AWeber allows you to spend less time marketing and more time growing your business with automated follow-ups and quick, easy design tools. How Does MoonClerk Work With AWeber As with all of our email marketing integrations, our functionality allows you to control everything from the payment form level. With each payment form, you can send payers to different AWeber lists. So, let’s say you wanted to send separate newsletters to your Silver, Gold, or Platinum customers (based on the amount they pay), you would set up three MoonClerk payment forms – one for each level. You can have your Silver customers added to a “Silver” AWeber list, your Gold customers to a “Gold” list, and your Platinum customers to your “Platinum” list. In addition if you wanted to add your Gold customers to two AWeber contacts lists – a “Gold” list and a “General” list – you can do that too. You can check out these step-by-step tutorials from our Help section to learn how to: 1) Install AWeber on your MoonClerk account 2) Add payers to an AWeber list when they check out on a MoonClerk payment form As always, if you have any questions, send us an email at help@moonclerk.com . # How Spilled Milk Turned a Profit on Its Podcast with the Help of MoonClerk URL: https://www.moonclerk.com/how-spilled-milk-turned-a-profit-on-its-podcast-with-the-help-of-moonclerk Customers · Dodd Caldwell · 2014-03-25 We recently chatted with Matthew Amster-Burton about how he uses MoonClerk to gather support for his podcast, Spilled Milk. ## Content We recently chatted with Matthew Amster-Burton about how he uses MoonClerk to gather support for his podcast, Spilled Milk . Can you tell us a little about Spilled Milk? Spilled Milk is a comedy podcast about food, hosted by me and my fellow professional food writer Molly Wizenberg of Orangette. Every week, we pick an ingredient, dish, or food topic and try to crack each other up while theoretically also imparting knowledge. Recently, for example, we’ve covered mixed nuts, bacon, and eggplant. What are your responsibilities at Spilled Milk? Basically everything. We were a two-person company until just recently, when we hired a part-time production assistant. People would probably be surprised to learn how much dull work goes on behind the scenes of a comedy show: editing audio, battling WordPress, writing descriptions and recipes, and managing subscriptions, just to name a few. Each 20-minute episode requires hours of work. Not that anyone wants to hear comedians complain about how hard they work. How did you get started with your company? Molly and I have been food writers, friends, and radio fans for years. We started planning Spilled Milk in fall of 2009 after taking a road trip together that featured a dangerous level of giggling. The show debuted in January 2010. What have been some key factors in growing your business? Patience – It took almost four years until we turned profitable, and signing up subscribers through MoonClerk was a big part of that. Consistency – We record well in advance so we don’t miss an air date even if something comes up. Details – We strive for excellent sound quality even though no one ever emails a podcast to say, “I just LOVE your sound quality!” But people do turn a show off if the sound quality sucks. What do you use MoonClerk for? Last year we started asking listeners to consider ponying up $5/month to support the show. The show is still free, but subscribers get secret bonus episodes, a handwritten postcard, and access to a behind-the-scenes mailing list. We were definitely inspired by NPR and by Jesse Thorn’s Maximum Fun network, which has been running successful pledge drives for years. Before MoonClerk, did you use another payment system? If so, which one? Yes, we used PayPal. Why did you switch to MoonClerk? There’s no way in PayPal to download a list with subscriber information – at least not with the account type we use. Customers who didn’t have a PayPal account had to sign up for one. We were willing to upgrade to a premium account that might address these problems…but couldn’t figure out how. Also, a PayPal balance is like a separate bank account. With MoonClerk, payments go straight into our checking account where they belong. How did these problems affect your business? We were spending too much time fighting with our subscription system instead of working on the stuff we’re actually good at. What made you decide to use MoonClerk? I looked around for a new subscription system, and MoonClerk was inexpensive and clearly designed for a situation like ours. I also sent several support questions before activating my account and was pleased to see that my questions were always answered promptly and thoroughly. And I like that MoonClerk is specifically oriented toward recurring payments. We wanted what every company wants: to make it easy for customers to give us money. Oddly, a lot of systems make that difficult. What was your experience when switching and getting started with MoonClerk? MoonClerk is incredibly easy to set up. It took me less than ten minutes to create our first form, and it integrates seamlessly with our website. What do you like most about MoonClerk? MoonClerk works so well that subscriptions basically run themselves at this point. It integrates with MailChimp (so I don’t have to manually sign up each new subscriber for our mailing list), and it automatically emails new subscribers a link to the premium content. And support continues to be great. I like that MoonClerk is a small business like us, not a corporate behemoth who could accidentally sit on us without noticing. Now, if we could convince the MoonClerk team to host our show and write postcards to our subscribers, we wouldn’t have to do anything. How has MoonClerk improved or helped your business? Because we trust our subscription service, we felt confident enough to do a second subscription drive with a $10/month level. We’re now bringing in enough revenue from our subscribers that we just hired a part-time production assistant. I hope she’s as reliable as MoonClerk. Any advice for others who are in similar industries? Lots, but I’ll focus on two things: First, most people who listen to your show will not subscribe. Figure 1 percent. If turning 1 percent of your listeners into subscribers makes for a decent amount of money, go for it. If not, wait and continue to build your audience. Second, watch out for sales tax. If you live in a state that requires sales tax on digital goods, and you’re providing premium content to subscribers, every subscription payment is probably a retail sale. You’ll need to keep careful track of those payments for when you file your state tax return. MoonClerk allows you to download reports that can be brought into a spreadsheet program for tax analysis. Photo Credit: Glenn Fleishman # Launching a Monthly Giving Program (Part 3 of 6) URL: https://www.moonclerk.com/launching-a-monthly-giving-program-part-3-of-6 Business · Dodd Caldwell · 2014-03-21 This is part 3 in a 6-part series on monthly giving programs for nonprofits. A successful launch consists of four steps... ## Content This is part 3 in a 6-part series on monthly giving programs for nonprofits. Read Part 1 – Benefits of Monthly Giving Programs Read Part 2 – Planning a Successful Monthly Giving Program Starting a monthly giving program is an important step in creating long-term, sustainable funding streams for nonprofits of all sizes. Once a monthly giving plan is in place and leadership is excited and on-board it’s time to formally launch the new program. While the overall goal is to reach as many donors as possible, it’s important to focus your initial attention on those potential donors most likely to participate. A successful launch will include a soft sell to all of your constituents and a more focused, proactive sell to those most likely to respond. A successful launch consists of four steps – 1) identifying the best prospects, 2) engaging in a multi-channel campaign 3) follow-up, and 4) ongoing marketing efforts. 1. Choose Where To Focus Your Energy Donor segmentation is important in all of your fundraising efforts and monthly giving is no exception. The more information you have about your donors, the better equipped you’ll be to communicate in a way that inspires them. There are several segments of your donor base that make great candidates for monthly giving. The donors with the greatest affinity for your organization are the best prospects, with the exception of major donors, who require a different approach. Some ways to identify these donors with the greatest affinity are to start with those who: Already give more than once per year Give an average of $50 – $1,000 per year Have given for more than 3 consecutive years Have volunteered for more than a year Are former board members or committee leaders Different segments of donors should receive targeted versions of your direct mail and email campaigns. Each version should contain a suggested dollar amount that is a realistic stretch for them based on their prior giving history. For example: The letters sent to volunteers who have not made a donation (or those who have made only small donations of $50 or less) should have a recommended amount of $10 or $20 per month. The letters sent to donors who frequently give $100 – $500 should have a recommended amount of $40 or $50 per month. Generalized messages on websites and social media sites should be based on a smaller starting donation amount. 2. Put Your Eggs in Many Baskets Once you’ve identified your target audience, it’s best to start building the key components of your campaign. Each component should build on the last component and should market your clear, consistent case for support. The use of matching gifts can be a powerful tool to gain support during the launch phase. Try to secure a few donors (key board members and major donors are great possibilities) who will match the gifts of anyone who signs up at an event, or anyone who signs up on a certain day – be creative. The goal is to motivate your donors and add a sense of urgency. Elements of a multi-component campaign include: Direct mail Email marketing appeals Special Events Articles in organization or partner newsletters Promotion on Facebook, Twitter, etc… Board meetings Website home page and Donation page Brochures 3. Don’t Be Passive Once you’ve sent out your direct mail and email campaigns, wait a few weeks to give time for donors to respond to social media campaigns, then follow up. Take your list of target donors you’ve identified in Step One and cross out all those who have already joined the monthly giving program. Determine how many of the remaining donors need a follow-up call, and then arrange for volunteers to help make those follow-up phone calls. The best volunteers are often board members or members of the fundraising committee, but any dedicated volunteers can help with this effort. Plan for an average of 10 donors per-hour, per-volunteer to determine how many volunteers you need and for how many hours they will be needed. Based on your volunteer capacity and the size of the initial list, you may need to trim down the list of donors during the first launch phase to just those whom your leadership feels are most likely to participate. Develop two scripts for volunteers to use when making follow-up calls. The first should outline what to say when the prospective donor answers the phone and the second should outline what to say when the call goes to voicemail. Keep it simple. A sample script will tell volunteers to ask for the donor by first name, to identify the caller’s role with the organization (board, volunteer, job title, etc…), to ask the donor if he or she is aware of the program, to ask if they have any questions, and to ask if they are willing to participate. If they are willing to participate, give them the option to sign-up over the phone or to go online. Have a process in place for volunteers to provide notes to development staff. 4. Stay the Course Remember, this is not a one-time campaign. Add the monthly giving option to ALL donation pages, “ask” letters, thank you letters, and everywhere you talk about donations. Always start with monthly giving as the way to give, but be clear that one-time and off-line gifts are still welcome and appreciated. Many experts suggest having a mini-marketing campaign highlighting the monthly program once or twice every year. Each organization needs to find a schedule to promote its monthly giving program that reaches donors without taking away needed attention from other organizational activities. Our future posts in this series will focus on: Keeping Monthly Donors Engaged Recruiting and Converting New Monthly Donors Additional Monthly Giving Program Resources Learn more about how MoonClerk helps nonprofits accept recurring and one-time donations online . Photo by Flickr User jamelah # Planning a Successful Monthly Giving Program (Part 2 of 6) URL: https://www.moonclerk.com/planning-a-successful-monthly-giving-program-part-2-of-6 Business · Dodd Caldwell · 2014-03-14 This is part 2 in a 6-part series on monthly giving programs for nonprofits. Read about the seven steps for developing a well-crafted monthly giving program ## Content This is part 2 in a 6-part series on monthly giving programs for nonprofits. Read Part 1 – Benefits of Monthly Giving Programs As you may have read in our previous post in this series, recurring monthly giving programs offer many benefits to nonprofits – so much so that its an endeavor nearly every nonprofit should pursue. Of course, anything worth doing is worth doing right. So, before you start a monthly giving program, take some time (but not a lifetime) to put things in place. Below are seven steps for developing a well-crafted monthly giving program. 1. Get Buy-in from Staff and Board In order to be successful, you must first get key leadership on-board. The executive director, board president, and development staff (if any) need to be ready to be primary advocates for your program. The more early supporters you have within your organization, the more leverage you will have when asking others from outside the organization to join in. Keep in mind; this is a marathon not a race. Leaders have to be committed to supporting the program themselves and they will have to understand it may take time to see results. The efforts you put in today, may take months or even years to turn into eye-popping results. 2. Build a Case for Support When determining how to promote your monthly giving program, select an ongoing and critical need that donors find compelling. Ideally donors will have the option of giving unrestricted gifts or to the fund of their choice – all of which is possible through MoonClerk. Regardless of whether monthly gifts are unrestricted or used to fund a certain program – be sure the experience is meaningful for your donors. The case for support is what giving is all about. It is the single most crucial element to a monthly giving program. Be clear about what your organization will be able to accomplish with these sustaining gifts. All of your efforts will stem from your case for support. Have a clear, consistent message that you will use every time you promote monthly giving. Articulate your need and impact in a short space and be able to express this message in a short sentence, a paragraph and/or a full-page depending on the venue and audience. Show your donors exactly what your nonprofit can provide with $20/month, $50/month, $100/month, etc.– whichever suggested monthly giving amounts you have. A great example of an organization that is doing just that is GOAT (Great Outdoor Adventure Trips), a MoonClerk nonprofit customer. They’ve created a monthly giving program called, The Tribe . They’ve listed exactly how the money will be used and what the different suggested giving levels can provide. 3. Name the Program Having an appealing name that represents both the focus of the giving and the method of giving adds a feeling of “specialness” and partnership. Below are some examples of well named monthly giving programs. An appealing name helps get donor’s attention and makes it easy to talk about, but don’t get hung up on the name. It is more important to start the program than to spend months debating the “perfect” name. Try to find a short phrase (2-5 words) that captures the funding purpose and the nature of sustaining gifts. As you can see from the above example with GOAT, they’ve chosen the name, The Tribe. As they explain on their website, “ Groups of goats are referred to as “tribes” or “trips”. We consider everyone who gives consistently to GOAT a member of our tribe. In a tribe there are many jobs and many people will carry different loads – but we’re all working together towards one goal.” 4. Policies & Procedures Once you have established the concept of your monthly giving program, it is necessary to establish the policies and procedures the organization will follow. Establish a way of importing and tracking donor information and measuring the success of the program. It is also important to establish procedures that outline who, what and when action will occur if any problems arise. MoonClerk allows nonprofits to set-up maintenance messages that are sent automatically. Sample maintenance messages include notices that a credit card expiration date is approaching or a recurring payment failed to go through. These features help minimize the workload of nonprofit staff members. 5. Develop a Benefits Package What will you offer to donors to make them feel special? Clearly state the benefits of joining the monthly giving program on your website and in all communications. Benefits can be tailored to the size of your nonprofit and the resources available. Benefits do not need to be elaborate to be appreciated. Your donor is giving because they care about your mission, not because they can’t live without that tote bag. The goal is to express your gratitude and make donors feel appreciated. Within 48 hours of making a donation, new sustaining donors should receive a welcome kit that acknowledges their commitment, expresses your gratitude, and makes them feel like a special partner. Welcome kits can be as simple as a thank-you letter with a testimonial or can include a thank-you gift such as a bumper sticker or keychain acknowledging their status as a monthly donor. Make it special. A welcome letter/kit that is mailed and hand-signed is more personal than a standardized email. Potential Benefits Include: – Update/Action alerts – Uninterrupted delivery of magazine or newsletter – Tax statement each January – Special bumper sticker or keychain – Updates from a senior leader in person or by phone – Recognition in newsletters, website, events, etc… – Thank you card from a participant/client – Special targeted mailings – A private thank-you event – A special video highlighting annual accomplishments – Special tours for Monthly Donors 6. Set-up the Back-end When steps 1-5 are in place it’ss time to ensure you’re ready to start accepting recurring gifts. If you don’t already have a MoonClerk account, this is the time to sign-up. You can either set-up a new payment form specifically for your monthly giving program or edit an existing form. MoonClerk offers several options for customizing your page. You can add a unique logo, fonts, and color scheme to the monthly giving payment form. Additionally, you can choose which information you want to ask donors to provide and the payment options (frequency, duration, etc.) they can choose from. It’s easy to add your donation form directly to your Giving/Donation webpage or link to a separate page on your website to gain additional tracking information and make security features more prominent. 7. Build a Landing Page Once the monthly giving program is developed, you need to be ready to advertise your program. A landing page is the cover that your book (program) will be judged by. The landing page should include the name of your monthly giving program, your case for support, testimonials, a list of benefits, and clear directions telling donors how to cancel or change their gift. Adding a button to your homepage in addition to your Giving/Donation webpage provides additional visibility for anyone visiting your website. Including a donation button on social media sites and as part of your email signature is another way to give added exposure to the monthly giving program. Make monthly giving the way to give, by making giving easy and visible to all your supporters. The more they see the option, the more likely they are to participate. Final Thoughts Before officially launching the new monthly giving program, get feedback from board members and key donors. Get early supporters to sign-up first, and provide feedback on landing pages, the process and the overall feel of the program. Make additions and revisions as needed. Donors can be easily turned off by a system that is cumbersome or incorrect and once lost it is very difficult to win them back. Additionally, you want word-of-mouth to work for you, not against you. Be sure donors have a great experience and they will become your best supporters. Our future posts in this series will focus on: Launching a Monthly Giving Program Keeping Monthly Donors Engaged Recruiting and Converting New Monthly Donors Additional Monthly Giving Program Resources Learn more about how MoonClerk helps nonprofits accept recurring and one-time donations online . Photo by Flickr User johnhanna # How Brit’s Brothers Gym Uses MoonClerk to Spend More Time with Clients URL: https://www.moonclerk.com/how-brits-brothers-gym-uses-moonclerk-to-spend-more-time-with-clients Customers · Dodd Caldwell · 2014-03-11 Brit’s Brothers Gym is a personal training facility that has been around for over 20 years. They're also one of the very first MoonClerk customers! ## Content Brit’s Brothers Gym is an exclusive personal training facility that has been around for over 20 years. They also happen to be one of the very first MoonClerk customers! Owner, Olly Pierce, and his gym have been voted “Best Trainer of the Upstate” in South Carolina 9 years in a row. Their goal is to dramatically increase the quality of life for each and every client through a common sense approach to nutrition and to help every client set realistic fitness goals to achieve results that create a passion for overall health and fitness. Hear what Olly Pierce, owner of Brit’s Brothers Gym, has to say about his business and how he uses MoonClerk to accept recurring payments for memberships at his gym. When we first met Olly, he was on a legacy payment system paying high transaction fees and was without a web interface where he could manage his clients and their payments. He looking for a new system that would be less expensive, would put him in the driver’s seat, and would automatically charge his clients their membership fees and then deposit straight to his bank account. We were able to help him out and he’s been a customer ever since. According to Olly, one of the best things about MoonClerk is how it helps him better serve his customers, “It allows me to focus on the customers and not have to chase down everybody each month for checks and payments and allows me to give a better service to my clientele… It’s easy to use. I’m not the most technically savvy person but yet at the same time I’m able to get all of the information about my clientele… It allows me to spend more time for my clientele rather than chasing down payments every month.” If you’d like to learn more about how MoonClerk can help your gym, we’d love to have you check out our Gym Software for Billing page or get in touch with us . # Benefits of Monthly Giving Programs (Part 1 of 6) URL: https://www.moonclerk.com/benefits-of-monthly-giving-programs-part-1-of-6 Business · Dodd Caldwell · 2014-03-07 This is part 1 in a 6-part series on monthly giving programs for nonprofits. These are uncertain times. The landscape is changing and nonprofits need to be proactive in responding... ## Content This is part 1 in a 6-part series on monthly giving programs for nonprofits. These are uncertain times. The landscape is changing and nonprofits need to be proactive in responding to these changes. Many nonprofits are facing an aging and unstable donor base. As governments and corporations cut back funding, nonprofits need to be able to increase giving from a diversified group of individual donors. A monthly giving program (also called recurring or sustaining gifts) can be an important strategy for increasing donations and engaging younger donors. Well-designed monthly gift programs offer many benefits to both the donor and the nonprofit. Benefits of Monthly Giving Programs: 1. Ease of Use – Preauthorized monthly giving programs make donating automatic. This automation makes the process easy for the donor and the nonprofit. With one simple form the donor is done. The donor doesn’t have to remember to send in a check, remember when they sent in their last donation, or otherwise make a conscious effort to donate. For the nonprofit, all the information is processed online. They don’t have to constantly send out solicitations, nor do they need to manually process donations. 2. Increased Giving – There are several factors that contribute to the increased value of a sustaining gift through a monthly giving program. The first advantage is an increase in the annual value of a donor. According to the eNonprofits Benchmarks Study, monthly donors give an average of $228 per year while one-time donors only give an average of $60 per year. Several studies show that donors give more than double if they can separate the donation into smaller, pre-authorized payments. 3. Increased Retention Rates – The Nonprofit Times reports that the annual retention rate for monthly donors is 70% – 80% compared to 41% – 50% for donors who give one-time gifts. Automatic monthly giving programs make it easy for donors to keep on giving – instead of requiring action to give, donors are required to take action to stop giving. The result is increased loyalty and increased giving. 4. Low Administration Costs – One of the most talked about benefits of monthly giving programs is the low administrative costs involved with recurring giving. By eliminating processing and mailing costs, more of the donors’ gifts can be used to fulfill the nonprofit’s mission. MoonClerk provides a variety of flexible tools that allow nonprofits to accept recurring gifts in a way that is simple, convenient and low-cost. MoonClerk’s platform allows donors to select the interval and charge date that works best for the donor. Payment forms are easy to create and can be tailored to meet the unique needs of each nonprofit. All of these tools combined equal better results at a lower cost. 5. Predictable Income – One of the prime benefits of monthly giving programs is their predictability. An effective monthly giving program provides a predictable and stable income stream. This is especially beneficial to nonprofits whose main income sources are traditionally seasonal. 6. Better Communication – An often-overlooked benefit of monthly giving programs is the opportunity to increase affinity. Monthly giving programs allow nonprofits to redirect their communications with their donors. Having secured a donation commitment from the donor, nonprofits can focus their communications on showing the results these gifts fund – rather than sending ask after ask. This focus on results allows donors to feel more like a partner of the nonprofit rather than an ATM. 7. Engaging Younger Donors – Well-designed monthly giving program not only makes membership cost-effective for young donors, but can also provide benefits and opportunities that appeal to younger donors. 8. Environmentally friendly – Another benefit of monthly giving programs is less paper waste. Monthly giving programs reduce the need to mail communications, reducing paper and stamps. Apart from understanding the benefits of a monthly giving program, it is also important to understand the process of developing a well-crafted, robust monthly giving program. Like any new initiative, planning is the key to success. There are many considerations that must be addressed before an organization begins a recurring gift program. Ongoing success requires pre-planning and effective maintenance. This series will address pre-planning, implementation and cultivation. Future posts will examine: Planning a Successful Giving Program Launching a Monthly Giving Program Keeping Monthly Donors Engaged Recruiting and Converting New Monthly Donors Additional Monthly Giving Program Resources Learn more about how MoonClerk helps nonprofits accept recurring and one-time donations online . Photo by Flickr User dmclear # How GOAT Has Used MoonClerk To Double Its Monthly Donor Base URL: https://www.moonclerk.com/how-goat-has-used-moonclerk-to-double-its-monthly-donor-base Customers · Dodd Caldwell · 2014-03-04 GOAT (Great Outdoor Adventure Trips) is a non-profit that takes at-risk kids on awesome outdoor trips. GOAT was also one of the first MoonClerk customers. ## Content GOAT (Great Outdoor Adventure Trips) is a non-profit that takes under-resourced and at-risk kids on awesome outdoor trips. Through their network of loyal donors, they’ve kept their adventures, training and mentoring free for these kids. In fact, they’ve never had to turn a student away for financial reasons. GOAT was also one of our very first beta customers before we even launched MoonClerk to the public. Hear what Founder and Executive Director of GOAT, Ryan McCrary, has to say about his nonprofit and how MoonClerk helped double his monthly donor base. When we first started talking to Ryan about his online fundraising system at GOAT, he was looking for a better way to manage his donations, specifically recurring donations. Over a year later, he now says, “We use MoonClerk for all of our donations. In the last year we’ve increased our monthly donations by 42% and almost doubled the amount of monthly donors that we have, just through changing that system (to MoonClerk) and rebranding our monthly donor system.” Ryan did a great job of branding his monthly donor program through what’s called, “The Tribe.” We encourage you to take a look at The Tribe on his website for a great example of how to run and brand a monthly giving program. He’s created different giving levels and specifies what each giving level allows his organization to accomplish in order to reach its goals. Regarding how MoonClerk fits into “The Tribe” monthly giving program, Ryan says, “It’s the easiest thing that we’ve found to be able to specifically accept recurring donations and that’s something that we’ve been targeting for the last year.” Ryan had used other systems in the past but says, “In our old system, it was really hard how we had to get monthly donors to sign up. They had to use weird terms like ‘subscriptions’ and they had to sign up for accounts with other providers. This way there’s no third party account they have to sign up for. It’s all directly through what appears to be GOAT to them. It’s just a lot easier now. It’s easier for our donors. It’s easier for us.” If you’re interested in learning more about GOAT, we encourage you to visit their website . If you’re interested in learning how MoonClerk can help your nonprofit with its online donations, we encourage you to visit our nonprofit page or to get in touch with us . # Announcing our Integration With Constant Contact URL: https://www.moonclerk.com/announcing-our-integration-with-constant-contact Product · Dodd Caldwell · 2014-02-27 We’re happy to announce that we’ve completed our direct integration with one of the largest email marketing providers in the industry, Constant Contact . Overview Whenever a payer... ## Content We’re happy to announce that we’ve completed our direct integration with one of the largest email marketing providers in the industry, Constant Contact . Overview Whenever a payer successfully checks out on one of your MoonClerk payment forms, you can choose to have us automatically add these payers to any of the contacts lists in your Constant Contact account. This allows you to either offer a paid newsletter or to offer a free newsletter to your customers or donors when they make a recurring or one-time payment through MoonClerk. About Constant Contact Constant Contact launched in 1998, so they have a long history in the email marketing space and helping small organizations by providing them with an easy and affordable way to create and build successful, lasting customer relationships. Today, they serve over 500,000 customers. Constant Contact is an easy, effective, and highly affordable way to get your message out to your customers, clients, or members—and build strong, successful, and lasting relationships with them. You can create high-impact email newsletters and promotions in minutes – no technical expertise necessary. Constant Contact offers more than 400 easily-customized templates, a simple point-and-click tool, and free customer support. They make it easy for you to manage your contact lists, sign up website visitors, track your clicks and open rates, and send automated communications to new subscribers. One of the things we love about Constant Contact is all of the resources they provide to help small businesses grow. Here’s a sample of one of their informative videos on their YouTube channel . How Does MoonClerk Work With Constant Contact As with all of our email marketing integrations, our functionality allows you to control everything from the payment form level. With each payment form, you can send payers to different Constant Contact contacts lists. So, let’s say you wanted to send separate newsletters to your Silver, Gold, or Platinum customers (based on the amount they pay), you would set up three MoonClerk payment forms – one for each level. You can have your Silver customers added to a “Silver” Constant Contact list, your Gold customers to a “Gold” list, and your Platinum customers to your “Platinum” list. In addition if you wanted to add your Gold customers to two Constant Contact contacts lists – a “Gold” list and a “General” list – you can do that too. You can check out these step-by-step tutorials from our Help section to learn how to: 1) Install Constant Contact on your MoonClerk account 2) Add payers to an Constant Contact contacts list when they check out on a MoonClerk payment form As always, if you have any questions or feedback, feel free to send us an email at help@moonclerk.com . # MoonClerk Now Integrates With GetResponse URL: https://www.moonclerk.com/moonclerk-now-integrates-with-getresponse Product · Dodd Caldwell · 2014-02-20 We’re happy to announce that we’ve completed our direct integration with email marketing provider, GetResponse. ## Content After hearing from some of you on integrations you’d like to see, we’re happy to announce that we’ve completed our direct integration with email marketing provider, GetResponse . Overview Whenever a payer successfully checks out on one of your MoonClerk payment forms, you can choose to have us automatically add these payers to any of the campaigns in your GetResponse account. This allows you to either offer a paid newsletter or to offer a free newsletter to your customers or donors when they make a recurring or one-time payment through MoonClerk. About GetResponse GetResponse allows you to create stunning newsletters and landing pages in minutes. You can create a valuable marketing list of prospects, partners, and clients, so you can develop relationships with them and build a responsive and profitable customer base. How Does MoonClerk Work With GetResponse As with all of our email marketing integrations, our functionality allows you to control everything from the payment form level. With each payment form, you can send payers to different GetResponse campaign lists. So, let’s say you wanted to send separate newsletters to your Silver, Gold, or Platinum customers (based on the amount they pay), you would set up three MoonClerk payment forms – one for each level. You can have your Silver customers added to a “Silver” GetResponse campaign, your Gold customers to a “Gold” campaign, and your Platinum customers to your “Platinum” campaign. In addition if you wanted to add your Gold customers to two GetResponse campaigns – a “Gold” list and a “General” list – you can do that too. You can check out these step-by-step tutorials from our Help section to learn how to: 1) Install GetResponse on your MoonClerk account 2) Add payers to a GetResponse campaign when they check out on a MoonClerk payment form As always, if you have any questions or feedback, feel free to send us an email at help@moonclerk.com . # Announcing our Integration With Campaign Monitor URL: https://www.moonclerk.com/announcing-our-integration-with-campaign-monitor Product · Dodd Caldwell · 2014-02-07 At conferences we’ve attended over the years, our team has always heard so many great things about Campaign Monitor that we’d been wanting to build a direct integration with them... ## Content At conferences we’ve attended over the years, our team has always heard so many great things about Campaign Monitor that we’d been wanting to build a direct integration with them for a while now. We’re happy to announce today that we’ve completed that integration and it’s live on MoonClerk. Overview Whenever a payer successfully checks out on one of your MoonClerk payment forms, you can choose to have us automatically add these payers to any of the subscriber lists in your Campaign Monitor account. This allows you to either offer a paid newsletter or to offer a free newsletter to your customers or donors when they make a recurring or one-time payment through MoonClerk. About Campaign Monitor Campaign Monitor launched in 2004 and has grown to 55 staff members across 19 cities. Campaign Monitor makes it easy to attract new subscribers, send them beautiful email newsletters and see stunning reports on the results. More than 800,000 designers, agencies and companies of all shapes and sizes rely on Campaign Monitor to manage their email marketing. As you may know, one of the great features of Campaign Monitor is that it allows agencies to manage multiple accounts for their clients and even white label their system. If you’re an agency, your clients can use the MoonClerk integration as well. Each of your clients will just need to set up a separate MoonClerk account as only one Client ID can be used per MoonClerk account. Here’s a short Campaign Monitor video that shows you what it’s like to build an email template with their system. How Does MoonClerk Work With Campaign Monitor As with all of our email marketing integrations, our functionality allows you to control everything from the payment form level. With each payment form, you can send payers to different Campaign Monitor subscriber lists. So, let’s say you wanted to send separate newsletters to your Silver, Gold, or Platinum customers (based on the amount they pay), you would set up three MoonClerk payment forms – one for each level. You can have your Silver customers added to a “Silver” Campaign Monitor list, your Gold customers to a “Gold” list, and your Platinum customers to your “Platinum” list. In addition if you wanted to add your Gold customers to two Campaign Monitor subscriber lists – a “Gold” list and a “General” list – you can do that too. You can check out these step-by-step tutorials from our Help section to learn how to: 1) Install Campaign Monitor on your MoonClerk account 2) Add payers to an Campaign Monitor contacts list when they check out on a MoonClerk payment form As always, if you have any questions or feedback, feel free to send us an email at help@moonclerk.com . # New Feature: Track Your Payment Forms With Google Analytics URL: https://www.moonclerk.com/new-feature-track-your-payment-forms-with-google-analytics Product · Dodd Caldwell · 2014-02-05 We’re happy to say we now have a way for you to track activity on your MoonClerk payment forms – through an integration with Google Analytics. ## Content Many of our customers have been asking us for more insight into their customers’ or donors’ activity on their MoonClerk payment forms. We’re happy to say we now have a way for you to do that – through an integration with Google Analytics . As most of you know, Google Analytics is the most popular analytics engine on the market, and it’s free. It helps you analyze visitor traffic and paint a complete picture of your audience and their needs. This integration will help you track the routes people take to reach your MoonClerk payment forms and the devices they use to get there. You can also visualize how visitors interact with your site and your payment forms. Screenshot of the Behavior Flow view of payment forms in Google Analytics This integration is also easy to implement. You only have to paste your Google Analytics Tracking ID once into MoonClerk at the account level and then we take care of making sure it’s applied to all of your payment forms. So, you don’t have to do anything at the form level. We’ve added some articles to our Help section to show you how to implement this integration: 1) How to use Google Analytics on your MoonClerk payment forms 2) How to install Google analytics on your MoonClerk payment forms 3) How to find your Google Analytics Tracking ID As always, send us an email at help@moonclerk.com . Photo Credit: Flickr User Blue Fountain Media Save Save # MoonClerk Now Integrates Directly With MailChimp URL: https://www.moonclerk.com/moonclerk-now-integrates-directly-with-mailchimp Product · Dodd Caldwell · 2014-01-20 Whenever a payer successfully checks out your MoonClerk payment forms, you can automatically add these payers to audience lists in your MailChimp account. ## Content As part of our push to provide direct integrations with web services you already use, we’re pleased to launch our integration with the popular email marketing service, MailChimp . Overview Whenever a payer successfully checks out on one of your MoonClerk payment forms, you can choose to have us automatically add these payers to audience lists in your MailChimp account. So, you can offer a paid newsletter or when your customers or donors make a recurring or one-time payment through MoonClerk, you can just add them to your free e-newsletter through MailChimp. About MailChimp We’ve had the opportunity to visit MailChimp’s headquarters in Atlanta numerous times and get to know some of their staff. We always come away impressed with how they run their business, how much fun they have, and their awesome marketing. That’s one of the reasons we’re excited to be able to offer this integration. More than 5 million people use MailChimp to create, send, and track email newsletters. Whether you’re self-employed, you manage projects for clients, or you work for a Fortune 500 company, MailChimp has features and integrations that will suit your email-marketing needs. With MailChimp, you can create signup forms that match your brand’s look and feel, and send your subscribers product updates, event invitations, announcements, or editorial content. You can use MailChimp’s reports to improve your campaigns and learn more about your subscribers. MailChimp is free for lists of up to 2,000 subscribers. If you’re interested in setting up a MailChimp account, a great place to start is probably by watching some of their great (and entertaining) Getting Started Videos . You can also read a full explanation of lot of their features such as: Subscriber profiles Personalization and automation Advanced Analytics Flexible design options Mobile app A snapshot of the MailChimp dashboard How Does MoonClerk Work With MailChimp As with all of our email marketing integrations, our functionality allows you to control everything from the payment form level. With each payment form, you can send payers to different MailChimp audience lists. So, let’s say you wanted to send separate newsletters to your Silver, Gold, or Platinum customers (based on the amount they pay), you would set up three MoonClerk payment forms – one for each level. You can have your Silver customers added to a “Silver” MailChimp list, your Gold customers to a “Gold” list, and your Platinum customers to your “Platinum” list. In addition if you wanted to add your Gold customers to two MailChimp audience lists – a “Gold” list and a “General” list – you can do that too. You can check out these step-by-step tutorials from our Help section to learn how to: 1) Install MailChimp on your MoonClerk account 2) Add payers to a MailChimp audience list when they check out on a MoonClerk payment form As always, if you have any questions or feedback, feel free to send us an email at help@moonclerk.com . # Donation Letter Samples for Email Fundraising URL: https://www.moonclerk.com/donation-letter-samples-for-email-fundraising Business · Dodd Caldwell · 2013-12-13 As a follow-up to our post about successful email fundraisers, we want to provide donation letter samples to guide you as you’re writing your email appeals. ## Content In a previous blog post we wrote for our nonprofit customers, we provided 5 Steps to a Successful Email Fundraising Campaign . As a follow-up to that post, we also wanted to provide some donation letter samples that you can use as a guide as you’re writing and crafting your own email appeals. Donation Letter Sample 1: ABC Hospice ( View what this donation letter sample could look like ) Header: Kelsey learns she can laugh and mourn. Learn how this scared ten-year old transforms from being scared and alone to finding a place to belong. Read her story Body: Finding a Place to Belong Kelsey was only ten years old when she lost her mother to cancer. She was a shy, quiet girl who now found it even harder to relate to her peers. She didn’t know how to be a ten-year old grieving the loss of her world. Life was rough in general – with her dad trying to work and care for two children on his own. Christmas was devastating. Her father asked her to try our bereavement support group. In Kelsey’s word, “I think I liked the idea more than my brother did. I wanted to go because I was so young and no one else knew what I was going through.” She found understanding when she learned one of her teen counselors was a support group graduate who had also lost a parent. At the children’s group Kelsey found a place to talk. For those kids who didn’t want to talk, they found other ways to express their grief appropriately. “Children need someone to help them understand why they feel the way they do. The reason I came back is because it helped me so much. I was so young, and I didn’t know what to do.” And come back she did. After graduating from the children’s grief support group, Kelsey returned as a teen counselor for several years, helping the next generation of children work through their grief. This Kelsey enters a new phase in her journey. She is enjoying her freshman year at a prestigious state university. The healing and support provided by the children’s grief support program helped her grow from a grief-stricken girl into a bright, compassionate young woman. Your donations make the grief support program possible. This outreach program is funded 100% by your donations. Can you donate $100 to provide a week of children’s bereavement support group? Please donate now to ensure no child has to face a loss alone. Sidebar: Outreach ABC Hospice offers free grief support programs to thousands of children, teens and adults each year. If you know someone who is grieving the loss of a loved one, please ask them to call 800-555-1234 to talk with our bereavement staff. Holiday Bazaar Join us December 10th and get your Holiday shopping done early! All proceeds benefit the grief support program. Donation buttons We have new donation buttons that you can place on your website! Visit our website to download one of our four buttons. Donation Letter Sample 2: Groceries-to-You Header: Without Groceries-to-You , hundreds of elderly citizens in your community would be at-risk of hunger and isolation. Body: Sometimes, life asks too much of us. Yolanda led a hard-working, independent life as a sales clerk and gardener for 73 years before a stroke left her legally blind. Without Groceries-to-You, she could not access groceries or other resources outside her home. Sometimes, a little challenge is a good thing. Store to Door has been challenged by a matching grant to raise $10,000 from new donors by the end of this month. We’re more than half-way there, but we need you to help us meet our goal. If you’ve never donated to Groceries-to-You before, now is the time. Did you know that most private home-care providers charge $65 a trip for grocery shopping assistance? Our clients cannot afford such fees and in contrast, Groceries-to-You charges just $4-$7. The actual cost to run our program, however, is $30 per delivery. Can you donate $30 to sponsor a delivery of fresh produce and household supplies to a home-bound elder like Yolanda? Please, DONATE NOW and help us reach our goal! We hope these donation letter samples can serve as a guide as you’re creating your own. Let us know if you have any questions about how MoonClerk can help your nonprofit . # Using Squarespace Websites And MoonClerk Together URL: https://www.moonclerk.com/squarespace-websites-and-moonclerk Business · Dodd Caldwell · 2013-12-03 We asked Rich Champlin, a Squarespace expert, to do a quick tutorial on how to use MoonClerk for recurring or one-time payments within Squarespace websites. ## Content Update: On December 8, 2014, Squarespace upgraded all sites on their system from Squarespace 6 to Squarespace 7. This blog post was originally published in 2013, but on Dec. 30, 2014 we updated the content and video for Squarespace 7. We have a lot of MoonClerk customers using Squarespace websites to power their businesses and brands. In a lot of cases, we recommend Squarespace when anyone’s looking for an inexpensive, easy-to-use, yet good-looking website. We recently asked a Squarespace expert to do a quick tutorial on how to use MoonClerk for recurring or one-time payments within Squarespace websites. To start everything off, you’ll need to already have created your MoonClerk account and created a payment form. Once you’ve saved your payment form, it’s really as easy as copying and pasting some code into your site. A quick video walkthrough for you: If you’d like, you can also go through a less comprehensive written tutorial below. Let’s get started with integrating MoonClerk into Squarespace Websites: After you’ve saved your MoonClerk payment form, select “Use” from the menu. There are a few different options for using MoonClerk payment forms on SquareSpace websites. You can place a link on your site, you can embed a payment form on your website so visitors don’t ever have to leave your site, or you can place a button onto your site. In this short tutorial, we’ll go over how to embed a form on your site. Once you have copied the code from your desired option, head over to your Squarespace website where you want to place the form. You’ll need to choose the Code Block section. Once you’ve navigated to the Code Block sectionand selected the page where you want the form to appear, paste the code you’ve copied from MoonClerk into a Code Block and click the Save button. Because the code contains javascript you won’t be able to see the form within the content editor, but it will be rendered on the front end of your site once you navigate to the designated page. This particular form has already received some design editing within the theme option in MoonClerk to make it match the style of the site. The above is an example of what your form could look like. And that’s how you can use MoonClerk with Squarespace websites. Keep in mind that Squarespace offers a great ecommerce platform. MoonClerk doesn’t offer ecommerce software. We offer the ability to accept recurring and one-time payments. So, what some MoonClerk customers do is use Squarespace’s ecommerce system along with MoonClerk’s recurring payment forms. When they need to keep track of inventory for single items they sell (and use other ecommerce features,) they use Squarespace for that portion of their business. Your customers can check out on Squarespace’s ecommerce system for the single items and can separately check out on a MoonClerk payment form for recurring payments. # Donation Letters by Email – 5 Steps to a Successful Email Fundraising Campaign URL: https://www.moonclerk.com/donation-letters-by-email-5-steps-to-a-successful-email-fundraising-campaign Business · Dodd Caldwell · 2013-11-27 Sending donation letters by email can be a key fundraising strategy. But how do you tell your story in a way that compells donors to open their wallets? ## Content MoonClerk has many nonprofit clients with incredible stories to tell. These organizations are doing great work and are working hard to further worthwhile missions. In many cases, all that’s needed to continue this great work is… money. Sending donation letters by email can be a key strategy for acquiring the funds needed to achieve your worthwhile goals. But how do you tell your story to donors in a way that empowers them and compels them to open their wallet (or more accurately, their credit card balance) and click your oh-so-prominent “Donate Now” button? Regardless of whether you are a MoonClerk client, are still exploring our options, or are committed to another system, we want to provide some tips for sending donation letters by email so that you can catapult your organization past your fundraising goals. Step One – Pre-Preparation: Develop a Story Bank The first step to any communication elements – whether they’re newsletters, donation letters by email, or press releases- is to have a compelling story/testimonial that illustrates your impact. Having a selection of these “success stories” on hand is an invaluable tool. Your organization should be constantly on the lookout for those stories that tug at the heart strings. You’re a part of your organization because you are passionate about the cause. When you see a demonstration of your mission at work, ask for a testimonial. Be sure the testimonial captures: the emotion of the story the importance of the work your organization is doing, and how the main character’s life was impacted Be sure to take a picutre (preferable an action shot in the proper context/environment, but a headshot will suffice) and obtain a signed release allowing you to publish the story and photograph. Having a selection of testimonials on-hand that you can pick and choose from as the occasion arises will prove useful time and time again as you’re creating your donation letters by email. Step Two – Identify the Message The key to successful donations letters by email is sending the right message. Each donation letter you send needs to have a timely, unique and compelling message to share. Start by thinking about your current priorities; what are the initiatives or programs you are currently focusing your attention on? Make a list of 3-4 potential topics. Once these have been identified it’s time to decide which topic will be the best to focus on for an email donation letter. While every program and activity your nonprofit undertakes is important and in need of funds; not all of them will help you get money in the door. When developing donation letters by email, you need to focus on a compelling story. Stories raise money – not statistics. Yes, it is important to show your impact in a tangible, quantifiable way, but the story is the main course, the stats are just a garnish. Think about each of your potential topics. In order for the donation letter to be successful you need to have access to a testimonial demonstrating the impact of your chosen topic. The best testimonials focus on a protagonist with whom your donors can identify, someone who reminds your donors of themselves or someone they love – someone who can be respected and related to. Hopefully you already have several stories to choose from, but if not, now is the time to capture at least one effective testimonial. If you have more than one topic with a corresponding testimonial – use the topic that appeals to the largest segment of your donors. Step Three – Writing Your Story Once you’ve identified the subject of your appeal it’s time to start writing. Remember, when writing donation letters by email, it’s important to be succinct, compelling and conversational. Empower your donors. Highlight how the donor is responsible for your success and how their gift will make more happy endings. Use “you” language (e.g. you can help keep a child off the street). Your appeal should have the same elements of any compelling story: Hook: Open the appeal with the event that sets the characters and action in motion. Get the reader’s attention in the beginning and give them a reason to care about the people and the story going forward. The first sentence has to capture the audience and set the scene. Make them care about what the rest of the email says. Plot: In one or two short paragraphs explain the circumstances and obstacle that had to be overcome. Transformation: What changed? How did your organization facilitate a change for the better? Think about the impact, what is different and what has changed as a result of the story you’re telling. Call for action: Have a specific call for action. “Make a donation today” is not good enough. Show your donors how their contribution will help continue the story and help others facing the same or similar challenges (e.g. $20 will allow us to feed a family for a day, or $50 will provide educational materials for a classroom of children). The more specific you can be, the better the appeal. The Post Script: A PS. can be an important tool to pull everything together. This is a great place to use a statistic quantifying the impact your organization is achieving (e.g. PS: With the help of the generous contributions of our donors, ABC Youth Outreach was able to keep 5,000 youth off the streets last year.). Don’t get caught up in explaining all the details – include just enough information to allow the reader to engage with the story. Once you have the first draft of your appeal written, read it out-loud. Does it sound like a speech or does it sound like what you would say if you had time to talk over coffee with every donor? Re-work and edit until it looks and sounds right. Step Four – The formatting is the icing on the cake Visual appeal is an important aspect of sending successful donation letters by email. A good email marketing system such as MadMimi, MailChimp, or others give even the smallest, under-staffed nonprofit the ability to create visually appealing donation letters by email. The key to a good-looking, successful fundraising email is to make it look appealing in a way that conveys your mission, without getting busy or over-stimulating. Find a background that fits with your mission and your overall marketing design. Use fonts consistent with your other materials, using no more than two separate typefaces Be sparing and intentional with the use of bold, underline, or italics. Include 1-2 pictures that match your story (one should be a picture of the subject of the story). Make the donation link easy to find. Include a link in the 1 st paragraph, a button on the side and another link in the body of the text with the call for action. People are lazy – don’t make donors hunt for a donation button or link. With MoonClerk, you can choose to design a specialized donation page that matches the design and theme of your donation letter, or you can link to your standard donation page. Having a specialized form can increase continuity and simplicity. Step Five – It’s all for naught if the email doesn’t get opened Often, the most daunting step in completing donation letters by email is… the subject line. The subject line determines if your message will be opened or deleted. Be succinct. It has to capture your audience with the fewest words possible. Choose 3-6 words that capture the essence of your message and give the reader a compelling snapshot of what is inside. Stay tuned for more hints on crafting the right subject line in our next blog post. If you’d like, we’d love for you to read more about how MoonClerk may be able to help your nonprofit. # Buy Now Button – Now Available With MoonClerk URL: https://www.moonclerk.com/buy-now-button-now-available-with-moonclerk Product · Dodd Caldwell · 2013-11-22 In order to make it even more easy to sell single items online, we’ve introduced our own Buy Now button for you to use and place on your website. ## Content While we’ve built MoonClerk to be most powerful for recurring payments, many of our customers also just want a simple way to sell a single item online. They don’t necessarily need a full e-commerce system because they only have one or two items to sell. Fortunately, MoonClerk works great for these situations – we handle one-time payments just as easily as recurring payments. In order to make it even more easy to sell single items online, we’ve introduced our own Buy Now button for you to use and place on your website. By using our Buy Now button, you’ll be able to easily place a blue button on your site without having to do any design work or programming. When one of your customers clicks on the MoonClerk Buy Now button, they’ll automatically be directed to the corresponding MoonClerk payment form that you’ve created. Here’s what it looks like: Our Buy Now button should work on any blog or website and most all modern web CMS’s (Content Management Systems) and website builders such as WordPress, SquareSpace, Virb, Tumblr, Weebly, Wix, etc. You can read how to use our Buy Now button on your website in our Help section. If you’re a small business and need to use a Buy Now button but haven’t settled on a payment provider yet or aren’t pleased with the one you’re currently using, we’d love for you to learn more about how we can help. You can learn a bit more about what MoonClerk can do for you business on our homepage . At the bottom of this page, you can also see who MoonClerk is ideal for. You may find your industry in there to learn how MoonClerk can help your specific business. As always, if you have any questions, feel free to send us an email at help@moonclerk.com . Header image by Flickr user Vera Yu and David Li # New Features: Filtering And Search URL: https://www.moonclerk.com/new-features-filtering-and-search Product · Dodd Caldwell · 2013-11-21 We’re excited to announce a couple of new features many of you have been asking for: Filtering for Payments and Recurring Plans ## Content We’re excited to announce a couple of new features many of you have been asking for: Filtering for Payments and Recurring Plans You can now filter payments and plans in your MoonClerk dashboard. You can also export the specific payment and plan data you’ve chosen in your filter choices. For payments, you can filter by: Payment Form Recurring Plan Payment Date Payment Amount Status Learn how to filter payments For recurring plans, you can filter by: Payment Form Status Checkout Date Next Payment Attempt Date Amount Learn how to filter plans Search for Payments and Recurring Plans You can now search for specific plans and specific payments. With payments, you can search by the payer’s name, the payer’s email, or the payment reference ID. With recurring plans, you can search by the payer’s name, the payer’s email, or the payer reference ID. If you have any questions or feedback, send us an email at help@moonclerk.com . Photo by Flicker user Alask Raanes # Subject Line Best Practices with the S.I.M.P.L.E Technique URL: https://www.moonclerk.com/subject-line-best-practices-with-the-simple-technique Business · Dodd Caldwell · 2013-11-12 Before anyone can make a payment from your email, they have to open the email. That’s why we’d love to provide some subject line best practices. ## Content Many of our small business and nonprofit customers use email marketing in conjunction with MoonClerk to accept recurring and one-time payments and donations directly from emails. But, before anyone can make a payment from a link or button in an email, they have to open the email. That’s why we’d love to provide you some subject line best practices . Creating a compelling email subject line is a critical first step to ensure your target audience is reading the messages you are sending. A 2007 study by the Email Sender and Provider Coalition (ESPC) found that 69% of email recipients base their decision to open the email based on the subject line. Unfortunately, too many times the subject line is thrown together at the last second just before hitting send and there is no thought given to subject line best practices. Perhaps that is the reason the average open rate is only 15%. These statistics highlight the need to be mindful as you introduce emails to your target audience. The first aspect of subject line best practices is the hurdle of making it past the spam filters. Avoid using ALL CAPS, words like “free”, “discount”, “50% off”, and exclamation points!!! These reek of SPAM and will be deleted quickly; if they make it past SPAM filters at all. Scribd has compiled a list of words that will land you in the junk folder – Here’s a list of 100 . Once you make it past the SPAM filters it is important to keep your subject lines simple. Here are some subject line best practices using the S.I.M.P.L.E. technique: S – Short Brevity is your friend. Most of your target audience will only see the first few words – this is especially true in the age when many people are reading their emails on their phone. Studies suggest email subject lines should be no more than 30 characters (or 5-6 words). This is one of those times when less is more. Sample Subject Line: Help Kids Read I – Interesting Front load the subject line – try using a keyword first. A colon or question mark can be a great way to highlight a keyword. Choose the most compelling topic from the content of the email to craft your subject line. Find the action words, the best words that highlight the message you are trying to send. Be careful to avoid being bossy; instead of telling them what action to take tell them why they should take action. Instead of “Register Today” – tell them what they will learn. Rather than “Donate Now” – tell them the impact their donation will make. In place of “30% off sale” – tell them how your product will improve their life. Sample Subject Lines: MATCH: $1 becomes $2 and changes more lives! In Charge? 5 tools to become a better manager M – Make them think Ask a question – questions can be a great way to peak the interest of your target audience. What knowledge does your email provide? What does the reader gain from opening your email? Tell them what question your email answers. Sample Subject Lines: Is your neighborhood safe? Do you know where your teenager is? P – Personally valuable Humans are often self involved; we want to know what’s in it for us. Share with your target audience how their life will improve by reading the contents inside. Focus on the benefit to the reader, rather than focusing on the offer or opportunity you are promoting. Sample Subject Line: Want great sound wherever you go? Make the air cleaner L – Limited Skip the unnecessary. Email subject lines are not the place for volume numbers, dates, organization name or any other information that can be found elsewhere. The subject line needs to be limited to just the essential information. Your target audience doesn’t care that this is your Fall Newsletter – but hopefully they care about the compelling article the newsletter contains. Don’t make them hunt for what is compelling – make the subject matter obvious. Sample Subject Line: We Won Nonprofit of the Year! E – Easy to understand The subject line should tell the reader what they should expect to find inside the email. This is not the place for cryptic or clever lines. Avoid being cute or attempting a humorous subject line. It often falls flat and most of the time does more harm than good. The final step to implementing subject line best practices is to test your potential subject lines. Getting a second opinion is invaluable. Ask a few key volunteers, supports or customers to review two or three options. Ask them what catches their attention, what do they like or not like. Use the input to revise and select the subject line that will resonate with your readers. Image by Flickr user Tom Sykes # Google Checkout Alternative URL: https://www.moonclerk.com/google-checkout-alternative Business · Dodd Caldwell · 2013-11-08 Google Checkout shuts down on 11/20/13. Many online businesses and nonprofits are searching for a Google Checkout alternative. MoonClerk is here to help. ## Content As you may have heard, Google Checkout is shutting down on Nov. 20, 2013 . That means there will be quite a few online businesses and nonprofits scrambling to find a Google Checkout alternative in a pretty short amount of time. While we’re not under the illusion that MoonClerk is a viable alternative for all use cases, we’d love to shed a little light on what Google Checkout does, where we might fit in, and in the cases where we don’t fit in, what the best solutions are. Google Checkout is a fairly complex payment infrastructure that is a direct competitor to PayPal. Here are just a few of the services it provides along with alternatives to those services: Google Checkout Alternatives for Ecommerce Many third party ecommerce systems integrated with Google Checkout, allowing businesses the ability to accept payments through Google Checkout as either the sole payment processor or as one of multiple options. Through the ecommerce system, customers could add items to a cart and then checkout with Google Checkout, similar to how they would with PayPal. Google Checkout also offered its own proprietary ecommerce system, though it was limited. MoonClerk doesn’t currently offer a full e-commerce experience. If you’re looking for a Google Checkout alternative for great standalone ecommerce software, we recommend taking a look at either Shopify or SquareSpace . If you already have an e-commerce system and are just looking for the payments portion of your system, we suggest looking at Stripe . Google Checkout Alternative for Recurring Payments Google Checkout does offer recurring billing and recurring donations. This is actually a strong suit for MoonClerk because recurring payments are our focus. We offer a great deal more functionality and flexibility than Google Checkout in this arena. Google Checkout Alternatives for Invoicing MoonClerk doesn’t currently offer invoices since our main focus is on recurring payments, which often eliminates the need to send invoices over and over. While many of our customers will send an invoice by email with a link to a MoonClerk payment form for their customers to click and pay, we don’t handle creating the actual invoice. There are some great companies like LessAccounting and Harvest that offer pretty robust invoicing systems. Google Checkout Alternative for Buy Now Buttons Google Checkout offered a service similar to PayPal with its Buy Now button. MoonClerk offers it’s own Buy Now button that you can use for one-time purchases/sales on your websites. Google Checkout Alternative for Donations One of our strong suits is helping nonprofits and churches accept donations on their site. We’ve put together a page that explains the benefits of using MoonClerk to accept donations online . We allow nonprofits to accept both recurring and one-time donations and we even have a Donate button you can use . Image by Flickr User James Cridland # Sample Donation Thank You Letters URL: https://www.moonclerk.com/sample-donation-thank-you-letters Business · Dodd Caldwell · 2013-11-04 You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content We’ve written two posts now to our nonprofit customers to help them get the most out of their donation thank you letters. We’ve given some best practices as well 5 pointers on writing these letters. If you’re one of our nonprofit customers, we hope you’ve receive some insight from these posts. Now we wanted to include some sample donation thank you letters and emails from imaginary nonprofits to give a guide as you’re writing your own. Work at a non-profit? Find out how MoonClerk can save you time and resources . Here are our sample donation thank you letters and emails: Sample Donation Thank You Email #1: Sent to donor automatically after his gift was received (MoonClerk provided service) Dear Bob, Thank you! We just received your generous $500 donation to Pine Hills Senior Center, and it means the world to us. Because of you, we can continue to serve at-risk seniors, and provide them a loving, nurturing, and healthy place to retire with dignity and grace. We are so lucky to have you as a donor. Thank you for investing in our organization and in the seniors we serve. Your generous gift will go to good use, and we’ll update you throughout the year with program announcements and special events. We hope you will join us soon for one of our weekly public dinners, where you can meet some of the seniors whose life you are changing! Call me at (123) 456-7890 to find out more and RSVP. Thank you again for your investment in Pine Hills Senior Center, and your belief that our clients deserve to retire with dignity and respect. Sincerely, Mary McHill Executive Director Pine Hills Senior Center Sample Donation Thank You Letter #1: Printed, signed, and mailed 2 days after donation was received September 2012 Mr. Robert Robertson, III 123 Main Street Smalltownsville, XX 12345 Dear Bob, Kathy is smiling because of you! Kathy is one of our residents here at Pine Hills Senior Center, and she’s been struggling with depression ever since her husband passed away late last year. Because of you, this year will be different. We’re making sure Kathy gets extra sessions with our in-house social workers this month, and have also signed her up to go to a local play with her friends. We’re working hard to make sure that Kathy is happy and healthy. Your generous $500 commitment is what allows us to do that. We’ve been helping seniors like Kathy for over 20 years. Our staff includes social workers, nurses, and doctors, who work around the clock to make sure that at-risk seniors retire with dignity and grace. As you know, we are more than a nursing home. We are a place for seniors to come home, and to build a real life. You’re an important part of the community they build here. Last year, your generous donation helped us plant a garden of local vegetables and herbs on our three acres of land. Many of the seniors have told us this is their favorite place on our campus. They work in the garden alongside local college students and community members, and once a week we enjoy dinner together, with fresh produce we’ve picked from the garden that day. We hope you can join us some night, and see the smile on Kathy’s face as she serves up her famous tomato salsa! On behalf of Kathy and all of her peers, thank you again Bob. Your generosity and commitment are invaluable to Pine Hills Senior Center, and we are proud to call you part of our donor family. Sincerely, Mary McHill Executive Director Pine Hills Senior Center Sample Donation Thank You Email #2: Sent to donor automatically after his gift was received (MoonClerk provided service) Dear Stacy, On behalf of the many dogs that we serve, thank you for your donation of $250 received on September 13th, 2013. Your gift allows the Animal Rescue Organization to continue its mission of rescuing and rehabilitating dogs throughout the area. There are thousands of dogs that need rescuing and we hope that you will consider giving again in the future. Please visit our website to support our mission. Please keep this email for your tax records. Your gift is tax deductible to the fullest extent of the law. Jimmy Jones Operating Manager Animal Rescue Organization Sample Donation Thank You Letter #2: Printed, signed, and mailed 2 days after donation was received Stacy Perkins 123 W. Main Street Chicago, IL 60001 Dear Stacy, From one dog lover to another, thank you for your generous gift of $250. I am overjoyed to see such a generous first-time gift from you, and am honored to welcome you into our donor family. Your $250 gift makes a big difference in the lives of the dogs we serve. Pumpkin is one of the more than 300 dogs that we will rescue this year. Pumpkin is a pit bull mix who was dropped off at our doorstep after being shot in the back leg. She was malnourished, afraid of people, and in incredible pain. Stacy, you know that no dog is beyond hope. When we looked at Pumpkin we knew she was an amazing dog. Even in pain, she took treats from our trainer, and wagged her tail. She received emergency surgery from our partner vet clinic and was rehabilitated by our expert staff. Today, she’s receiving daily obedience training classes from our head trainer, John, and spends time snuggling with our Development staff in between meetings. Your generosity and commitment to helping dogs like Pumpkin is what enables us to rehabilitate and adopt out hundreds of dogs each year. Thank you so much – on behalf of Pumpkin and al the dogs we serve – for believing in second chances. We couldn’t do this without you. Please call me at (888) 321-4321 if you’d like to stop by the shelter and meet Pumpkin or one of our other amazing dogs, and see your donation at work! Sincerely, Jimmy Jones Operating Manager Animal Rescue Organization If you have any questions about how Moonclerk can act as a tool to help your nonprofit collect donations on your site, check out our page for nonprofits or shoot us an email. Image by Flickr User: Dave Goodman # How to Write a Thank You Letter for a Donation – 5 Pointers URL: https://www.moonclerk.com/how-to-write-a-thank-you-letter-for-a-donation-5-pointers Business · Dodd Caldwell · 2013-10-30 We want to give you and your nonprofit some pointers on how to write a thank you letter for a donation that help you cultive and steward your donors. ## Content Thank you letters do a lot more than say “thank you” to a donor. A thank you letter is the start of a conversation, and a relationship. Given that a lot of our customers are nonprofits and our staff is involved in nonprofits on the side, we want to give you some pointers on how to write a thank you letter for a donation – pointers that can help you cultive and steward your donors. You may also want to reference our previous blog post about best practices for donation thank you letters . Remember – giving isn’t a one-way street. Your job as a nonprofit isn’t over when a donor writes you a check or gives online. In fact, it’s just beginning. There are several ways you can thank your donors: an automated email (which MoonClerk provides anytime someone makes an online donation), a handwritten thank you letter, or a phone call. But keep in mind that a good thank you should be more than an acknowledgement of a gift and a tax receipt. It’s a way to start a a dialogue with your donors so that you can increase their giving, loyalty, and interaction with your nonprofit. 5 Tips On How to Write a Thank You Letter for a Donation: 1) Make Donors Feel Valued A well-written thank you letter says far more than “thank you.” Imagine you’re a donor: you respond to an annual appeal that is urgent, inspiring, and calls for you to make a difference. You check the box or click the link that says “Yes! I want to make a donation!” and enter your credit card information. You wait to hear that your gift was received and appreciated. If you never even receive a confirmation, you might wonder why you even bothered donating. But, if you immediately receive a confirmation email and a few days later, you get an honest and genuine thank you from a real person, you will know that your gift wasn’t just received, it was truly valued. 2) Make Donors Feel Informed Donors aren’t giving gifts solely due to their philanthropic attitude. A charitable gift is an investment in your organization and the work you’re doing, and donors need to know they’ve really made a difference by opening their wallet. Donors want to know their money is being well spent and a well-written thank you letter is your chance to illustrate to your donors the work that you are able to do because of their commitment. Highlight the people you serve, the successes of your programs, and the real difference donors make. This will lay the foundation for converting them into repeat donors. 3) Make Donors Feel Like They Made A Difference Donors are responding to your call to action when they give you a gift. They need to know that gift really does matter. A donor who never hears from you, or who receives a canned “thank you for your contribution” email won’t feel inspired. They won’t know how they’re helping. They won’t be able to channel the passion and excitement of giving into something much more than a one-time monetary contribution. Thanking them is just one way of letting them know they made a difference in the world, and their money translated into real change. 4) Inspire Confidence in Your Organization There are over 1.5 million registered 50(c)3 organizations registered in the U.S. The sad truth is not all of them are well run, or putting their donors’ dollars to good use. If you’re cultivating donors, you want them to know you’re achieving your mission with integrity and their dollars are being put to good use. A thank you note that is prompt, well written, and highlights the successes of your organization is a way to open the door to a dialogue with your donor about the work you do and the integrity of your organization. 5) Inspire Loyalty with Your Nonprofit A donor who sends a gift to you and feels appreciated, informed, and empowered to make a difference is a donor who will give again. A good thank you letter – one that inspires your donors and puts a smile on their face – is an invitation to donors to invest in your organization, and give again and again. Consider your thank you letters as a powerful way to show your appreciation to your donors, and to remind them of what their gift really means to your mission. We hope this blog post has provided you a few pointers on how to write a thank you letter for a donation. Soon we’ll be posting some sample thank you letters from imaginary nonprofits so that you’ll have some examples to go by. If you have any questions about how Moonclerk can act as a tool to help your nonprofit collect donations on your site, check out our page for nonprofits or shoot us an email. # Thank You Letter for Donations – Best Practices URL: https://www.moonclerk.com/thank-you-letter-for-donations-best-practices Business · Dodd Caldwell · 2013-10-22 We want you to get the most out of the relationships you have with your donors. Sending a thank you letter for donations is a big part of that. ## Content The Importance of a Thank You Letter for Donations We’re gaining more and more nonprofit customers at MoonClerk. If you’re one of them (or even if you’re not), we want to start helping you learn more about getting the most out of your relationships with your donors, some of whom may come from MoonClerk. Sending a thank you letter for donations is a big part of that. We know that drafting thank you letters and emails may seem daunting, so we’re going to be offering our nonprofit customers some tips to improve their donor stewardship. Sending a thank you letter after someone has made a gift to your nonprofit is an important part of building a relationship with that donor. But, while thank you letters are an easy and important way to cultivate donor relations, they are too often boring and impersonal. Some nonprofits might skip them altogether! Too many acknowledgement letters are canned and boring, starting with “…on behalf of our organization, thank you for your gift.” A thank you letter for donations with a computer-generated signature, one that arrives late, one with the wrong salutation, and even one that never gets sent at all, is all too common. These situations can leaves donors wondering whether you received their gift, whether you appreciated it, or even if you care at all. If you are just starting to streamline your donor relations, there are a few things to keep in mind when writing and sending a thank you letter for donations. A Thank You Letter for Donations Should Be: Prompt Send a thank you letter out within 48 hours of receiving a gift. Too late, and the donor may feel forgotten. When they finally see your letter in the mail, they have already detached from the excitement of giving. They may even think you are asking them for money again. 24 to 48 hours after you receive their gift is an ideal time for getting a signed thank you letter out and in the mail. Interesting Skip the “on behalf of our organization” opening and be honest and bold. Use a conversational tone, not industry lingo. Talk about your organization in a meaningful way. What are your clients up to? What successes have they had? Focus on one person in particular to create a real connection. Imagine a donor opening the letter after a long day of work, and smiling as they realize how much their gift meant to your organization. Personalized Make sure your thank you letter sends a clear message. The message should be that you took time to write a letter because you appreciate the donor, not that you sent a canned and meaningless form. Use their correct name and nickname, such as “Dear Bob,” versus “Dear Mr. Robert Robertson, III,” if they go by Bob. Reference their previous gifts and how much you value their commitment, or if they are a first time donor, warmly welcome them to your organization. And last of all, make sure your Executive Director, Development Director, or a board member signs the letter. In the next couple week on our blog, we’ll be putting up some additional tips and tricks for writing a thank you letter for donations as well as some sample donation thank you letters for inspiration. Image by Flickr user Steven Depolo # New Features: Custom Frequencies, Trial Periods, and Upfront Amounts URL: https://www.moonclerk.com/new-features-custom-frequencies-trial-periods-and-upfront-amounts Product · Dodd Caldwell · 2013-10-08 We’re excited to announce 3 new features: Custom Frequencies, Trial Periods, and Upfront Amounts. Learn how to use these features with your account. ## Content We’re excited to announce 3 new features to MoonClerk: Custom Frequencies for Recurring Plans When you create a payment form, you can now set up custom frequencies for recurring plans. Previously, we only offered monthly, quarterly, and annual recurring plan frequencies. Now we offer weekly, monthly, annual, and custom plans. For example: You could set up a recurring plan for every 3 weeks, every 7 months, or any other variety you wish. Also, if you currently allow your payers to decide their own frequency (as many of our nonprofit customers do) then payers will be able to set up their own custom frequencies when they check out. Here are instructions on how to set custom frequencies . Trial Periods for Recurring Plans You can now set a trial period between the time that payers check out on one of your payment forms and when their cards are charged. Previously, you could charge payers’ cards immediately after they checked out, on a fixed day (a set day of the week, month, or year) or let payers decide when they wanted their cards to be charged. Now you can set a relative day from the day they check out. For example: You could set a trial period of 14 days so that payers’ cards are charged 14 days after they checkout, regardless of the day they check out. Here are instructions on how to set trial periods. Upfront Amounts on Recurring Plans If you need to charge more at the beginning of a recurring plan and then have a different amount charged to the payer’s card every period after that, you can now do so. We now offer up-front amounts that can be added to recurring plans and charge the customer’s card an initial, one-time amount above and beyond the recurring amount. For example: Let’s say you’re renting a self storage unit that costs $75 per month. You also require a $75 security deposit that must be paid at the start of contract. You can now create a MoonClerk payment form with a $75 up-front payment along with the $75 recurring payment. Your customer’s card will be charged $150 for the first payment and $75 thereafter. If are setting up payment forms with recurring checkouts with delayed starts (for example, there is a trial period), you can choose whether you’d like the upfront amount to be charged as soon as the payer checks out or when the recurring plan starts. Send us an email at help@moonclerk.com if you have any questions about these new features. Photo by Flickr user CubaGallery # Dunning Letters, Done Right URL: https://www.moonclerk.com/dunning-letters-done-right Business · Dodd Caldwell · 2013-10-01 Dunning letters are the letters you send to late-paying customers. Whether you use MoonClerk or not, here are some guidelines for crafting dunning letters. ## Content “Dunning” is the process of communicating with customers who have unpaid bills. Dunning letters are the written communications you send to those late-paying customers. Fortunately, if you’re using MoonClerk, when one of your customers has signed up for a recurring payment plan, we can help you automate this process so you don’t have to spend your time on managing the dunning process. But, regardless of whether you use MoonClerk, we want to provide some basic guidelines for creating and writing dunning letters, based on the default dunning letters that we send by email on behalf of our users to their customers . Here’s the default copy of the email MoonClerk sends (keep in mind, you can customize this text and use merge tags): Let’s analyze how you could use some of the principals from this default dunning letter, regardless of whether you use MoonClerk: 1) Non-Threatening Subject Line – Notice we didn’t say “Your card was denied.” Instead, we used a more neutral tone – “Unsuccessful Payment on Your Recurring Plan.” You don’t want to create an unpleasant experience for your customer even before they have read the body of your dunning letters. So, be sure not to make it sound like it’s their fault – many times it’s not. 2) Passive Voice – It’s always good policy to avoid accusing your customers of something. Notice we say “the charge did not go through” instead of “your credit card failed.” Normally, we wouldn’t recommend using the passive voice but in some instances it can be useful so as not to place blame. By using the passive voice here, we’re able to avoid saying they did something wrong and instead just make it sound like something bad happened. 3) Plan of Action – “You can update your card information at:” Always give your customers a simple, easy way to take action and rectify the situation. 4) Positive Consequences – “If we are able to successfully charge…your recurring payment plan will continue.” You certainly want to let your customer’s know that they need to attend to the situation but you don’t have to be blunt about it. Instead of letting them know the negative consequences of what will happen if they don’t update their payment information, let them know what the positive ramifications will be. So, what could you do to customize your dunning letters even further? 1) If you’re using MoonClerk, we do offer mail merge customization. Mail merge allows you to address you customer directly and personalize the email with their name and other information. 2) You may also want to provide a sentence describing what the positive consequences are for them if they successfully update their payment information. Subtly remind them of why they chose your service or product in the first place and what benefits you bring. 3) Add a little personality in the tone of the copy. We intentionally kept the tone of these emails neutral because they serve a wide range of businesses. However, you could spice it up a little and show your personality. You may even want to add a little humor. So, you might ask, how does MoonClerk handle sending out dunning letters? Well, we send out dunning letters on your behalf (they always appear as if they were coming from you) based on your settings within Stripe. Stripe, the third party payment processor that MoonClerk uses, has settings for how it attempts to charge your customer’s card when it has failed. By default, after the first failed attempt, Stripe waits 3 days to attempt to charge the card again. If it still fails, they wait another 5 days and attempt to charge the card. If it still fails, they wait another 7 days. At that time, the recurring plan is canceled. You can adjust these settings by logging into your Stripe account , going to the Account Setting section, and then going to the Subscriptions settings area. MoonClerk sends an dunning letter emails to your customers each time Stripe attempts to charge your customer’s card and fails. Let’s say one of your customers has signed up for a recurring payment plan and 6 months down the road, this customer’s credit card is declined (it could be for a number of reasons – the card has expired, the card was lost and canceled, etc.) As soon as the customer’s card fails, by default, MoonClerk sends out a notification email to the customer letting them know the card failed and giving them a link where they can update the card themselves. If you’d like to learn more about dunning, shoot us an email . If you’d like to learn how to customize the dunning letters for your MoonClerk account, you can read how in this article in our Help section. # Square Recurring Payments Alternative URL: https://www.moonclerk.com/square-recurring-payments-alternative Product · Dodd Caldwell · 2013-09-20 Square recurring payments are not supported by Square. However, you can accept these payments with MoonClerk and still use Square for one-time payments. ## Content Here at MoonClerk, we’re pretty big fans of Square . If you’re looking for a great point of sale system to accept in-person one-time payments, it’s one of the best options on the market. However, Square recurring payments aren’t available. As you can tell from their website, it doesn’t appear that recurring payments are something Square plans to offer: aren’t something that the company offers. Here’s what this article in their Help sections says about Square recurring payments: “Recurring and subscription-style payment processing are not current features of Square.” One way to work with these types of payments would be to securely record your customers’ information in your business records and manually process each payment as needed. Keep in mind you will need to obtain authorization from your customer each time you wish to process a transaction.” The problem is, how will you keep your customers card information secure and follow all of the appropriate laws? You can’t store these numbers in a database, spreadsheet, paper, or other unsecure manner and still be PCI compliant. Even if you take out the legal issues, it’s not a great idea to keep these numbers around in an unencrypted manner as it could have incredibly negative repercussions for your business should someone steal them and use them fraudulently. Enter MoonClerk. MoonClerk makes a great companion to Square in lieu of the fact that Square recurring payments don’t exist. Though there’s no way to integrate the two together completely, the two can work together quite nicely. Many of our customers use Square for their in-person or in-store transactions, then when they need to accept payments online (not offered by Square) or they need to accept recurring payments, they process those transactions through MoonClerk. And just like Square, with MoonClerk you can export all of your transactions as a .csv file and import them into your accounting systems such as Quickbooks. So, you can still keep your bookkeeping together in one place. While MoonClerk doesn’t offer a card reader, MoonClerk can work as a virtual register and functions great on all mobile and tablet devices as well as your office computer , just like Square. # PayPal Subscription Button Alternative URL: https://www.moonclerk.com/paypal-subscription-button-alternative Product · Dodd Caldwell · 2013-09-12 By using the MoonClerk alternative to the PayPal Subscription button, you can easily place a subscribe button on your site and accept recurring payments ## Content We’ve had a lot of small businesses begin using MoonClerk to power the subscription payments for their subscription services. For a long time PayPal, along with their PayPal Subscription button , was one of the only viable options for these small businesses to accept subscription payments online. We won’t get into all of the differences and advantages of using MoonClerk over PayPal here but you can read more on our previous blog post titled PayPal Recurring Payments vs. MoonClerk Recurring Payments . Now that we have more and more small businesses using MoonClerk for subscriptions, we’ve launched a MoonClerk alternative to the PayPal Subscription button. It should make it even easier for you to use MoonClerk to accept subscription payments on your website. By using our PayPal Subscription button alternative, you’ll be able to easily place a blue subscribe button on your site without having to do any design work or programming. When one of your customers clicks on the MoonClerk subscription button, they’ll automatically be directed to the corresponding MoonClerk payment form that you’ve created. Here’s what it looks like: Our subscribe button should work on any blog or website and most all modern web CMS’s (Content Management Systems) and website builders such as WordPress, SquareSpace, Virb, Tumblr, Weebly, Wix, etc. You can read how to implement our PayPal Subscription button alternative in our Help section. If you’re a small business and need to accept subscription payments but haven’t settled on a payment provider yet or aren’t pleased with your PayPal, we’d love for you to learn more about how we can help. You can learn a bit more about what MoonClerk can do for you business on our small business billing software page . At the bottom of this page, you can also see who MoonClerk is ideal for. You may find your industry in there to learn how MoonClerk can help your specific business. # Stripe International Payments Now Available With MoonClerk URL: https://www.moonclerk.com/stripe-international-payments-now-available-with-moonclerk Product · Dodd Caldwell · 2013-09-06 We’re pleased to announce that MoonClerk now works in any countries or currencies that Stripe international payments work. ## Content We’re pleased to announce that MoonClerk now works in any countries or currencies that Stripe international payments work. While Stripe has recently opened up to certain countries and currencies outside of the US, up until now, MoonClerk only supported payments made in US Dollars. As of the writing of this post, Stripe (and MoonClerk) are available in the US, Canada, UK, and Ireland and are in beta in Australia, Belgium, France, Germany, and the Netherlands. However, Stripe is regularly adding new countries and currencies. You can keep track of an updated list of where Stripe is available at https://stripe.com/global . Getting Started If you are located in a country where Stripe international payments are currently available, as you’re signing up for MoonClerk, you’ll be asked for your country and the currency that you’d like to accept payments in. When you go through the MoonClerk activation process and set up your Stripe account in that currency, you’re good to go. MoonClerk supports one currency per account so if you’d like to accept payments in two currencies, you’ll need to create two separate MoonClerk accounts. If you’re located in a country where Stripe international payments are currently in beta, you can contact Stripe to get on their beta list. Once you’re approved for an account through Stripe’s beta program, send us an email at help@moonclerk.com and we’ll help get you set up on MoonClerk. If you already have a MoonClerk account and want to switch currencies, please shoot us an email so we can help you with that as well. Photo courtesy of Flickr user Images_of_Money # Past Due Letters – Avoid Sending Them Altogether URL: https://www.moonclerk.com/past-due-letters-avoid-sending-them-altogether Business · Dodd Caldwell · 2013-08-30 One of the most challenging aspects of running a business is sending a past due letter. MoonClerk helps you avoid sending them altogether. ## Content One of the most challenging and dreaded aspects of running a business is sending past due letters or making a collection call. Contacting your customers and letting them know they have a past due balance can be a daunting task that takes numerous letters and phone calls (time) and resources (money). More importantly, the process can be frustrating and embarrassing for customers as well. Managing collections effectively is an important part of the relationship building process between your business and your customers. It’s important to remain professional and courteous at all times. After all, if it makes business sense, you want your customers to continue doing business with you. There’s a reason why many large companies have a dedicated department for collections, also known as accounts payable/accounts receivable (AR/AP) – it takes a very special skillset to able to handle collections. As your customer count grows, it becomes more challenging to track down the customers who owe money and even more so when you try to identify how late their payments are and when to send a past due letter. But, what if you could avoid sending past due letters? What if you could avoid most of the uncomfortable aspects of the collections process altogether? What if you had a way to collect from customers without putting unnecessary pressure on you or them? What if your customers were automatically charged when their bill was due? What if an email was automatically sent to your customers if their credit card failed? What if your customers had a way to update their payment information themselves when their card fails? MoonClerk does all of that. MoonClerk helps you avoid many of the stressful calls, past due letters, and emails associated with collections by giving you a system that allows you to avoid them before they happen. You can actually strengthen the relationships you have with your customers by automatically billing them every month through MoonClerk. Make your life easier with MoonClerk – focus on your business, not sending past due letters. Image courtesy of Flickr user John-Morgan # PayPal Recurring Payments vs MoonClerk Recurring Payments URL: https://www.moonclerk.com/paypal-recurring-payments-vs-moonclerk Product · Dodd Caldwell · 2013-08-22 MoonClerk's recurring payments system can be a viable alternative to PayPal recurring payments for many small businesses. Here are some of differences... ## Content A lot of small businesses need to accept recurring payments. Because PayPal is one of the oldest payment systems on the internet, these businesses often investigate using PayPal recurring payments . While in certain instances, that may be the best option, we do believe there are advantages to small businesses using MoonClerk’s recurring payments system . Form Builder With PayPal recurring payments, you can’t gather custom information that you may need from a customer or donor. You have to do all of that on your site and your servers. MoonClerk has a form builder built in so that you can ask for whatever information you need from your customers or donors. They can fill in this information while they checkout. All of that information and the payment and recurring plan information is in one place – your MoonClerk dashboard. Transfers If you do a quick Google search, you’ll probably find many people complaining that PayPal has “frozen” their accounts and is holding their funds. MoonClerk is built on top of Stripe . With Stripe, you always know you’ll receive your money 2 business days after a successful charge. Funds are automatically transferred to your bank account on a 2 day rolling basis. So, for example, if there is a successful charge on Tuesday, the funds will appear in your bank account on Thursday of that same week. Usability We built MoonClerk from the ground-up with small businesses in mind. Not only that, our focus is on providing a user experience that even non-techical people can easily use. We know it’s important to have a system that requires zero training for you or your staff. Because PayPal is one of the oldest payment systems on the internet and their main focus isn’t necessarily small businesses, their dashboard can be more difficult to use and harder to navigate. Startup Costs With PayPal recurring payments, if you want to accept recurring credit or debit card payments, the base monthly fee is either $20 or $30, depending on which plan you choose. You can accept PayPal recurring payments with their free account but only if the payer has a PayPal account. MoonClerk monthly fee starts at $15 and you can accept credit or debit card payments out of the gate. Ads If you are redirecting your customers to PayPal to check out, oftentimes PayPal will give popup ads to your own customers or donors to get them to sign up for PayPal branded credit cards or other features and services. These ads can confuse customers, take away from your brand, and reduce your conversion rates (the liklelihood someone who starts the process of checking out will actually end up paying.) MoonClerk’s checkout does not display ads or interrupt the checkout experience. Data Portability With PayPal recurring payments, if someone signs up for a recurring plan and later you want to transfer that customer or donor to another recurring payment system, you aren’t able to do so. Those customers or donors are locked into the PayPal recurring payments system. Because MoonClerk is built on top of Stripe, which allows you to transfer your data to other systems in a PCI compliant manner, you can move to a different recurring payment solution in the future if you want to. Payer Controls With PayPal recurring payments, your customers and donors can update their own billing info as well as cancel their own recurring plans. With MoonClerk, you can choose whether or not you want to allow your customers and donors to be able to carry out these two actions as well as a wide variety of other self-service actions. Payer Accounts Even if you’ve upgraded to PayPal’s $20 plan, when your customers or donors are redirectd to the PayPal recurring payments page during the checkout process, PayPal will normally default to ask them to create a PayPal account. With this upgraded account, they can make recurring payments without a PayPal account, but it may not be immediately obvious. This can lead to confusion and can reduce conversion rates. Your customers or donors do not need any type of account to check out when you use MoonClerk. Design Unless you’ve upgraded to PayPal’s $30 plan, you don’t have much control over the design of the checkout experience. MoonClerk allows you to create unlimited design themes and style the checkout experience to match your site and brand. Embedded Checkouts If you want to embed the checkout experience on your site and accept credit and debit card payments with PayPal recurring payments, you’ll need to upgrade to their $30 plan. MoonClerk allows you to embed the checkout on your site from the get-go. Customer Service MoonClerk is a small startup with a passionate team. PayPal is an older company that is owned by a larger public company (Ebay.) We’d like to think we’re able to provide more personalized service to help you grow your business. If you have any more questions about MoonClerk, send us an email at help@moonclerk.com . Image by Flickr user hectorir # Stripe Payments: Advantages Of Using MoonClerk To Easily Implement Stripe URL: https://www.moonclerk.com/stripe-payments Product · Dodd Caldwell · 2013-08-16 How can you accept Stripe payments if you're not a programmer or don't have the time to program? MoonClerk allows anyone to easily use Stripe in minutes. ## Content Stripe is one of the most progressive and fastest growing payment processors on the internet right now. Many businesses would love to use the Stripe payments platform; however, they are built to be “Developer First” So, how can you accept debit and credit card payments on your website with Stripe if you’re not a programmer, coder, or developer? Or, what if you don’t have the funds to hire someone who is? That’s where MoonClerk comes in. MoonClerk allows anyone to use Stripe payments in minutes, even if you aren’t a programmer or don’t have the money to hire one. But, we’ve noticed that even developers have started using MoonClerk. Why? Well, in addition to allowing developers to get started quicker, MoonClerk also provides benefits and features that don’t currently exist on Stripe, particularly if you’re wanting to accept recurring payments. The advantages of using MoonClerk to accept credit card and debit cards with the Stripe payments platform: 1) As mentioned, when you implement Stripe yourself on your website, in most circumstances you need to be a developer or be able to hire one. That can be expensive and time consuming. MoonClerk saves you time, money, and hassle by helping anyone implement Stripe payments processing in minutes. 2) When you implement Stripe on your website yourself, you have limited options in designing the checkout. Stripe does offer a checkout option that you can use; however, it doesn’t create charges, just tokens that you’ll need to use to create payments later on your server. MoonClerk’s theme designer allows you to match your site with your logo, your colors, custom fonts, and even custom CSS. You can still embed the checkout experience on your site so your customers or donors never have to leave your site. 3) When you implement Stripe yourself on your website, you’ll need to purchase and implement your own SSL certificate so that your site is https secure. By using MoonClerk, you don’t have to worry about an SSL certificate – we provide it for you. It even works if you embed the checkout on your site. 4) When you implement Stripe yourself and you need to gather custom information from your customer or donor, you’ll need to build out or integrate with another form builder. That information will be separate from your Stripe account. MoonClerk has a form builder built-in. So, you can gather as much custom information as you’d like from your customers or donors and have all of that data, along with your payment data, in one place. You can export all of the data together. 5) When you implement Stripe yourself, there are limited email notifications to your payers and they are not easily customizable. – 1) A receipt sent to the payer when Stripe payments are made and 2) A notification sent to your payers when you issue them a refund. MoonClerk has a robust email notification system that allows you the option to send and customize the following emails: Send payers and yourself an email when a successful payment is made Send payers and yourself an email when a recurring plan is created Send payers and yourself an email when the payer’s credit/debit card is about to expire. You can allow the payer to click a link in the email and update their card information. Send payers and yourself an email when the payer’s card is declined. You can allow the payer to click a link in the email to update their card information. Send payers and yourself an email when the payer’s recurring plan ends. Send payers an email when there is an upcoming payment coming on their card Send payers an email when you have issued them a refund You can customize these emails with merge tags that can automatically import the custom information you’ve gathered from our form builder, the payer’s information, the recurring plan information, and the payment information. You can also optionally give payers the ability to cancel their recurring plans themselves by following a link in these emails. 6) If you’re a nonprofit and would like donors to be able to choose the amount of their recurring plan, you can’t do this out of the box with Stripe payments. MoonClerk allows you to list “suggested” amounts and/or let the donor fill in their own amount and then set that amount up as a recurring payment. 7) MoonClerk offers the ability for you to let your customer or donor decide when they want their card to be charged, for what period of time, and at what frequency. Or you can set those parameters yourself. 8) With MoonClerk, you can create coupons/discount codes for one-time payments. Stripe only allows coupons/discount codes for recurring plans. These are just some of the advantages of using MoonClerk with the Stripe payments platform. We’ve got even more available and have additional features planned for the MoonClerk product pipeline in the coming months. If you have any questions feel free to send us an email at help@moonclerk.com . Header image by Flickr user tarrytown Save Save Save Save # Customizable Email Notifications And Plan Management Controls For Payers URL: https://www.moonclerk.com/customizable-email-notifications-and-plan-management-controls-for-payers Product · Dodd Caldwell · 2013-08-02 We’re pleased to announce two major upgrades we’ve made to MoonClerk. 1) Email Notifications We’ve done a major overhaul to our email notifications system. You now have the option to customize a wide variety of emails and to use our version ## Content We’re pleased to announce two major upgrades we’ve made to MoonClerk. 1) Email Notifications We’ve done a major overhaul to our email notifications system. You now have the option to customize a wide variety of emails and to use our version of merge tags to insert dynamic data into them. You can choose to have MoonClerk send emails on your behalf, both to your payers and to you, based on the following events: Successful payments are made Recurring plans are created Failed payments occur on recurring plans Recurring plans have ended Card expiration dates are approaching Upcoming payments are scheduled (only sent to payer) MoonClerk uses Liquid Templating to allow you to customize these email notifications. Important Note: Under this new email notification system, all email notifications are enabled by default, regardless of your previous settings. 2) Controls for Payers You now have the option to allow your payers to update their own credit/debit card information and to cancel their own recurring plans . Your customers or donors can do so through an optional link you can include in the email notifications. Send us an email at help@moonclerk.com if you have any questions about these new features. Image by Flickr user Glen Wright # PayPal Donate Button Alternative URL: https://www.moonclerk.com/paypal-donate-button-alternative Business · Dodd Caldwell · 2013-07-30 With so many of these organizations switching over to MoonClerk, we’re now pleased to offer our own MoonClerk alternative to the PayPal Donate button. ## Content A lot of nonprofits and churches have started using MoonClerk’s payment system for their recurring donations and one-time donations. Many of these nonprofits and churches have previously been using PayPal and the standard PayPal Donate button to create a link from their websites, fundraising sites, blogs, or emails straight to their PayPal donate page. With so many of these organizations switching over to MoonClerk, we’ve been receiving more and more requests from our customers to make it even easier to implement a donate button. So, we’re now pleased to offer our own MoonClerk alternative to the PayPal Donate button. By using our PayPal Donate button alternative, you’ll be able to easily place a blue donate button on your site without having to do any design work or programming. When one of your donors clicks on the MoonClerk donate button, they’ll automatically be directed to the corresponding MoonClerk payment form that you’ve created. Here’s what the button looks like: This MoonClerk donate button should work on any website or blog and work with most modern web builders and CMS’s (Content Management Systems) such as WordPress, SquareSpace, Virb, Tumblr, Weebly, Wix, etc. You can read the instructions on how to implement our PayPal Donate button alternative in our Help section article but we’ve also created this quick tutorial video to show you how to place it on your website. In this video we use the SquareSpace CMS as the example website builder. If you’re a nonprofit and you’re not currently using MoonClerk, we’d love for you to learn more about how we can help you accept donations online . If you’re a church and not currently using MoonClerk, you can also read about how MoonClerk helps with online giving for churches . Header image by Flickr user Yummy Porky Save Save # Go Paperless. You Won’t Regret It. URL: https://www.moonclerk.com/go-paperless-you-wont-regret-it Business · Dodd Caldwell · 2013-07-15 From the get-go, we decided to go paperless at MoonClerk and haven’t regretted it. Here are tips we learned along the way that will help you go paperless. ## Content From the get-go, we decided to go paperless at MoonClerk and we certainly haven’t regretted it. Did you know that the average office worker uses the equivalent of around 10,000 sheets of paper each year? Not only is that an environmental waste, it’s also expensive. In order to utilize that paper, you also have to factor in all of the associated costs such as electricity, ink, printer cartridges, printer repair, and on and on. Aside from the environmental and monetary costs of using paper, we’ve found that our lives have just become easier without paper. Everything is stored digitally, everything is backed up, everything is searchable, and everything is accessible from anywhere! Here are a few tips we learned along the way that will help you go paperless. Receive paperless statements from service providers Make a list of every service you currently receive paper from. This may include utilities, banks, or janitorial services. Contact those service providers and ask that they send you all of your statements and communications via email and/or their website. Some companies, such as banks, even offer a monthly discount for people who decide to go paperless. Scan in your documents and notes and store them on Evernote Spend some time scanning in all of your documents and notes to store on Evernote . Online storage has become a very popular way for large and small businesses to go paperless. Simply sign up for an account on Evernote, then download the mobile app and PC/Mac app. You can also utilize Evernote to scan in hand written notes from sales meetings or minutes. You’ll be able to sync your data between your computer and smart phone. Best of all, you’ll be able to access your files any time and search them using Evernote’s optical character recognition. Fax via email with HelloFax Perhaps the biggest money waster in an office is a fax machine. Toss it. Not only do you have to print out the information you want to fax, but you have to waste another sheet of paper receiving a confirmation. Instead, sign up for HelloFax , the electronic faxing program that allows you to fax via their website. With HelloFax, you simply sign up for an account, link your current fax number, or choose a new one. Then scan in or upload the file you want to fax and enter the recipients details. Once the recipient receives your fax, you’ll get an email confirmation. Once they reply, you’ll receive the fax in your HelloFax account as well as your email for safekeeping. Stop sending paper invoices every month and start billing with MoonClerk Recent studies have shown that when business owners go paperless, they actually speed up their receivables by 17 days! Stop stuffing envelopes with invoices and mailing them out every month. Not only is it expensive and time consuming, it’s also a headache to track down your customers who don’t pay. Get rid of your paper invoices and get paid digitally through MoonClerk. You can send your customers an invoice via email and include a link to a MoonClerk payment form for them to pay. If it’s a recurring payment, we take care of charging your clients’ cards’ every time they’re supposed to pay, instead of you having to mail or email them an invoice. We handle one-time invoices just as easily. We also take care of sending them automatic receipts by email. We’re always in the search of better ways to go paperless , so shoot us an email if you have any suggestions. Image from Flickr user Striatic # Live Chat Support for the Win - Again and Again URL: https://www.moonclerk.com/live-chat-support-for-the-win-again-and-again Business · Dodd Caldwell · 2013-07-03 See that green tab at the bottom of our website that says either “Chat with a human” or “Contact us!”? That’s from Olark, a live chat support service we use ## Content See that little green tab on the bottom right side of our website that says either “Chat with a human” or “Contact us!”? That’s from a live chat support service we use called Olark . When we have it turned on, you can chat with someone on the MoonClerk team directly and when it’s turned off, you can quickly send us an email. We’re pretty picky about the services we use so when we find one that makes a difference in our business, we naturally want to share it with you. Who knows, maybe it can help your business or nonprofit. Olark is one such service. Although we designed MoonClerk to be an easy-to-use recurring payment system, we work for a lot of different types of companies – from service providers to web designers to marketing agencies – so we still get a lot of industry specific questions. For instance, a nonprofit may ask, “Am I able to let my donors choose which fund they want to give to?” For a service provider, it may be, “Can I use MoonClerk as a virtual terminal to check my customers out on an iPad?” Usually our customers want to know the answers to these types of questions before they sign up. We try to do our best on our marketing site and Frequenty Asked Questions to answer those questions, but sometimes either the customer doesn’t want to search through all of that information to find the answer or they can’t find it. That’s where live chat support comes in. Live chat support allows anyone to immediately contact us to ask those questions. In fact, as I’m typing this blog post right now, I’m also “chatting” with a customer on Olark. Having the ability for us to answer those questions immediately is invaluable. We’ve had customer who signed up to become paying customers immediately after live chatting with us. Based on the reactions we’ve received, they probably wouldn’t have become customers if they hadn’t had the opportunity to interact with us. Many MoonClerk customers are small businesses such as coffee roasters or freelancers. For many of them, the online subscription model is a new concept for their business. Most of their business takes place offline, but they’re looking to tap into subscriptions by offering something like a Coffee of the Month. Through Olark, we can help educate them about what may be involved not just in the payment aspect of their bussiness but in other aspects of the subscription business model. We love being able to provide added value to our customers that goes above and beyond what they may normally expect from a “payments” company. But, live chat support isn’t just for potential customers. Already existing customers contact us through Olark as well. When that happens, we have the opportunity to really start a conversation about how they’re using MoonClerk and what we need to do to improve. It’s like conducting a live survey or interview of a real customer. In fact, some of the feedback we’ve received from our live chat sessions has made its way into the features we’ve released. Sometimes existing customers will also ask about certain features that they want and that we’re getting ready to release. Some of our customers have actually been really impressed knowing we’re one step ahead and thinking about the future. So, why is live chat support even more important if you’re a business accepting recurring payment or donations? Because if someone is going to entrust you with charging their card every month without their explicit approval each time, knowing they can trust you is even more important to them. Being able to immediately answer their questions and built rapport with them lets them know a real human at your company cares about them as a customer. And that builds trust. Most MoonClerk customers have websites, whether they take payments directly on their websites or just use MoonClerk as a back-office payments tool. So, whichever case is yours, we encourage you to go the extra mile and start doing live chat support. Don’t worry about not always “being there.” If you’re not at your computer, just set your status to “Away”. Providing some live chat support opportunities is better than providing none. Finally, with a variety of other live chat support services, you may be wondering why we recommend Olark. First off, they practice what they preach. Their business model is all about providing customer service and they provide great live chat support themselves. We’ve communicated with some of their staff and trust them enough to give them our money. Some of the other features we like are the ability to design the tab to look like the MoonClerk marketing site, the ability to see information about the person we’re chatting with (which pages they’ve visited, where they’re from, etc.,) and the ability to display different text depending on whether we’re available to chat or not. Here at MoonClerk, we love Olark and all it has to offer to potential and existing customers. If you want some unbiased answers about using live chat support with your business or if you have questions about MoonClerk, feel free to get in touch with us. # Music Teachers URL: https://www.moonclerk.com/payment-solutions/music-teacher-software Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Music Teacher Software for Billing Music teacher software has never been easier. Let MoonClerk act as your personal "clerk," making sure you're always paid on-time. Perfect for Music Teachers As a music instructor, you have students to teach, sessions to schedule, and invoices to collect. Let MoonClerk’s music teacher software for billing take the worry out of getting paid. Make sure your students or their parents are always up-to-date on their payments by automatically charging their card on a recurring basis. Or, if you just need to charge for a single sessions, you can do that as well. Whether it’s one-off payments, recurring payments, or variable amounts over time, MoonClerk makes the entire process painless for you and your students. MoonClerk lets you spend more time doing the work you love. With MoonClerk’s music teacher software for billing, you can focus on teaching your students rather than trying to figure out how to get paid. Start Immediately You can be up and running and accepting your first payments in 5 minutes without any programming. No need to worry about merchant accounts, security, or hiring a programmer either. Our music teacher software for billing takes care of everything and you're instantly approved. Get Paid Faster Don't wait for your students or their parents to send their payments. Let them click a link, enter their credit or debit card information and pay your invoice immediately. If it's a recurring invoice, MoonClerk charges their card automatically every time they're scheduled to pay. Manage Your Students Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. Export all of your data in a spreadsheet at any time. If for some reason your student's or parent's card is rejected, you'll know and be able to update their account and card information. Accept Payments On-the-Go You can have parents or students pay you on your iPhone, iPad, or Android while you're at their home or meeting place. Our payment forms automatically resize to whatever device you may be on. Accept Payments by Email or Website Allow students and parents to pay on your website or through a link you send them by email. We host the entire checkout process so it can work on its own or on your website. Easily style the checkout experience by choosing fonts and colors, adding your logo, and more. Accept Payments at Your Studio If you have a studio, you can use MoonClerk as a "virtual terminal" so that members can check out at your location. Our payment forms automatically resize to whatever device you may be on. So, you can check your students or their parents out using your computer, tablet, or smartphone. # Nonprofits URL: https://www.moonclerk.com/payment-solutions/accept-donations-online Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Accept Donations Online Ultimately, any system that helps you accept donations online is a tool to help you grow your nonprofit. MoonClerk minimalist dashboard gets out of the way, allowing you to focus on your passion – furthering your mission. Perfect for Non-Profits If you’re a nonprofit organization looking for a cost-effective, easy-to-use way to accept donations online , MoonClerk is here to help. MoonClerk allows any 501(c)(3) organization to start accepting recurring and one-time donations within minutes without any application process or programming required. MoonClerk’s founder has been involved in running a nonprofit himself, so we know the challenges you face. We also understand your back-office needs for reporting, bookkeeping, and gathering custom donor information. You can use MoonClerk to: Accept Monthly, Quarterly, and Annual Recurring Donations Online Accept One-Time Donations Online Run Child Sponsorship and other similar programs Fundraise for Online Capital Campaigns Fundraise at Banquets Fundraise With Ease Accept recurring and one-time donations online all in one place. Increase the value and predictability of your revenue stream by encouraging donors to set up recurring donations. Start new fundraising campaigns by simply creating a new payment form and you can begin accepting donations online for the new funds in minutes. Look Beautiful Easily style the donation experience to match your brand by choosing fonts and colors, adding your logo, and even including custom CSS. You can embed the entire checkout process on your site or you can link to your donation form from anywhere. Reduce Administrative Headaches MoonClerk's integrated form builder lets you gather as much donor information as you need. Our minimalist dashboard gets out of the way so you can quickly glance at your donors and their history and export that information in a spreadsheet. If for some reason a donor's card is rejected, you'll know and be able to update their card. Increase Conversion Rates Some donation systems require you to link to a separate donation form on another website. This can be a jarring experience for donors and can reduce conversion rates (the likelihood that they will complete their donation.) MoonClerk allows you to style the donation process to look like your nonprofit's brand and then embed it on your site so donors never have to leave your site, increasing conversion rates along the way. Launch Immediately Your nonprofit can be up and running to accept donations online in 5 minutes without any programming. No need to worry about merchant accounts or security either. We take care of everything and you're instantly approved. Promote Your Cause Create excitement and draw attention to your fundraising campaigns on social media and email marketing. You can also link to payment forms from Facebook, Twitter, and email marketing, allowing you to not only spread the word about your cause but also get donations at the same time. Show Your Appreciation MoonClerk makes it easy to show your appreciation to your donors. MoonClerk allows you to customize the receipts that your donors receive. You also have full access to everyone who has donated and all of their information so you can go the extra mile in acknowledging their support. # Personal Trainers URL: https://www.moonclerk.com/payment-solutions/personal-trainer-software-for-billing Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Personal Trainer Software for Billing MoonClerk's personal trainer software lets you focus on doing the work you love rather than worrying about how to get paid. Perfect for Personal Trainers As a personal trainer you have clients to train, sessions to schedule, and a life to live. MoonClerk’s personal trainer software for billing helps you get paid on-time, every time by automatically charging your client’s credit card on a recurring basis. You can also charge your client’s card for irregular services (such extra training sessions) at any time after they’re signed up for scheduled recurring payments – no need to ask for their card again or have them write a check. Whether you charge for one-off payments, recurring payments, or variable amounts over time, MoonClerk makes the entire process painless for you and your clients. Start Immediately Your can be up and running and accepting your first payments in 5 minutes without being a computer whiz. No need to worry about merchant accounts, security, or hiring a programmer either. Our personal trainer software takes care of everything and you're instantly approved. Manage Your Clients Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. Export all of your information in a spreadsheet at any time. If for some reason your client's card is rejected, we handle sending out automatic emails so they can update their card themselves. You'll also be notified and be able to update it for them. Accept Payments Out-and-About You can have your clients pay you on your iPhone, iPad, or Android while you're with them. Our payment forms automatically resize to whatever device you may be on. Accept Payments on Your Website Allow your clients to pay on your website. You can embed the entire checkout process on your site or you can link to it from anywhere (like Facebook, if you don't have a website.) Easily style the checkout to match your brand by choosing fonts and colors, and adding your logo. # Pest Control Professionals URL: https://www.moonclerk.com/payment-solutions/pest-control-software Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Pest Control Software for Billing With MoonClerk's pest control software for billing, you can focus on building your business rather than tracking down late-paying customers or sending out invoices. Perfect for Pest Control Services If you’re a pest control professional, you have homes and businesses to treat, paperwork to fill out, and a business to grow. Let MoonClerk’s pest control software for billing help you get paid on-time, every time by automatically charging your customer’s card on a recurring basis. Whether you charge for one-off payments, recurring payments, or variable amounts over time, MoonClerk makes the entire process painless for you and your customers. You can also charge your customer’s card for one-off , irregular services as soon as they sign up or at any time after they’re signed up for scheduled recurring payments. There’s no need to ask for their card again or to stuff envelopes, mail out invoices, and wait for them to send a check by mail. Get Paid Faster Don't wait for your customers to send their payments. Send them an email with a secure link they can click on to enter their credit or debit card information and pay your invoice immediately. If it's a recurring invoice, MoonClerk charges their card automatically every time they're scheduled to pay. Manage Your Customers Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. Export all of your information in a spreadsheet at any time. If for some reason your customer's card is rejected, we handle sending out automatic emails so they can update their card themselves. You'll also be notified and be able to update it for them. Accept Payments In-the-Field You can have your customers pay you on your iPhone, iPad, or Android while you're at their home or business. Our payment forms automatically resize to whatever device you may be on. Accept Payments on Your Website Allow your customers to pay on your website. You can embed the entire checkout process on your site or you can link to it from anywhere, like Facebook. Easily style the checkout to match your site by choosing fonts and colors, and adding your logo. Start Immediately Your can be up and running and accepting your first payments in 5 minutes without being a computer whiz. No need to worry about merchant accounts, security, or hiring a programmer either. Our pest control software for billing takes care of everything and you're instantly approved. # Pet Sitters URL: https://www.moonclerk.com/payment-solutions/pet-sitting-software Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Pet Sitting Software For Billing With MoonClerk's pet sitting software, you can focus on doing what you love rather than tracking down late-paying customers, sending out invoices, or having to ask for a credit card every time. Perfect for Pet Sitters If you run a pet sitting service, you have clients to please, dogs to walk, and a business to grow. Let MoonClerk’s pet sitting software for billing help you get paid on-time, every time by automatically charging your customer’s card on a recurring basis. You can also charge your customer’s card for one-off services when they sign up or at any time after they’re signed up for scheduled recurring payments – no need to ask for their card again or to wait for them to send a check. Whether you charge for one-off payments, recurring payments, or variable amounts over time, MoonClerk makes the entire process painless for you and your customers. Get Paid Faster Don't wait for your customers to send their payments. Send them an email with a secure link they can click on to enter their credit or debit card information and pay your invoice immediately. If it's a recurring invoice, MoonClerk charges their card automatically every time they're scheduled to pay. Manage Your Customers Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. Export all of your information in a spreadsheet at any time. If for some reason your customer's card is rejected, we handle sending out automatic emails so they can update their card themselves. You'll also be notified and be able to update it for them. Accept Payments On-the-Go You can have your customers pay you on your iPhone, iPad, or Android while you're at their home. Our payment forms automatically resize to whatever device you may be on. Accept Payments on Your Website If you have a website or Facebook page, you can allow your customers to pay from there. You can embed the entire checkout process on your site or you can link to it from anywhere. Easily style the checkout to match your brand by choosing fonts and colors, and adding your logo. Start Immediately Your can be up and running and accepting your first payments in 5 minutes without being a computer whiz. No need to worry about merchant accounts, security, or hiring a programmer either. Our pet sitting software takes care of everything and you're instantly approved. # Physical Therapists URL: https://www.moonclerk.com/payment-solutions/physical-therapy-billing-software Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Physical Therapy Billing Software Let MoonClerk's physical therapy billing software act as your personal "clerk," making sure you get paid efficiently and on-time. Perfect for Physical Therapy Practices As a physical therapist you have patients to treat, appointments to schedule, and an office to manage. Let MoonClerk’s physical therapy billing software take the worry out of getting paid. Make sure your patients pay on-time every month by automatically charging their card on a recurring basis. Or, if you just need to charge for a single visit, you can do that as well. Whether it’s one-off payments, recurring payments, or variable amounts over time, MoonClerk makes the entire process painless for you and your patients. MoonClerk lets you spend more time doing the work you’re trained to do and less time dealing with paperwork. With MoonClerk’s physical therapy billing software, you can focus on your patients rather than with difficult-to-use payment systems. Start Immediately You can have your physical therapy practice up and running and accepting your first payments in 5 minutes without any programming. No need to worry about merchant accounts, security, or hiring a programmer either. Our physical therapy billing software takes care of everything and you're instantly approved. Get Paid Faster Don't wait for your patients to send their payments. Let them click a link, enter their credit or debit card information and pay your invoice immediately. If it's a recurring invoice, MoonClerk charges their card automatically every time they're scheduled to pay. Manage Your Patients Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. Export all of your data in a spreadsheet at any time. If for some reason your patient's card is rejected, they'll receive a notification and be able to update their billing information. Additionally, you'll be notified and be able to update their account and card information. Accept Payments in Your Office You can use MoonClerk as a "virtual terminal" so that patients can check out in your office. Our payment forms automatically resize to whatever device you may be on. So, you can check your patients out using your smartphone, tablet, or computer. Accept Payments on Your Website Allow your clients to pay on your website. You can embed the entire checkout process on your site or you can link to it from anywhere. Easily style the checkout experience by choosing fonts and colors, adding your logo, and more. # Subscription Business Model: Using it in Your Business URL: https://www.moonclerk.com/subscription-business-model-using-it Business · Dodd Caldwell · 2013-06-25 One way to drive dependable, recurring revenue is with the subscription business model. Let's familiarize ourselves with how it can benefit your business. ## Content One way to drive dependable, recurring revenue for your business is through the subscription business model. Let’s say you already have a product to sell. Yeah, you can sell your product as a one-off purchase and that’s great, but that sale may not necessarily drive dependable, recurring revenue. According to Bloomberg Businessweek, by the year 2015, more than 40 percent of all media and digital-products companies will be using the subscription business model. This same trend has now carried over to physical products and is a burgeoning industry. What You Should Know About the Subscription Business Model Before going into the details of the subscription business model, it’s good to familiarize yourself with the benefits of having such a business. Below are just a few. Increases Your Brand Loyalty Most small online businesses strive for brand loyalty, but very few achieve it. Great inbound marketing strategies and an excellent social media marketing campaign will get you noticed, but how can you get your one-time customers to become repeat shoppers? An online subscription business may be the answer. Customers who love your products can sign-up, receive your product every month, and not have to worry about coming back to your site again and again. Offers Predictable Revenue If you have 5,000 subscribers paying $10 month every month, you know you’re making $50,000. If you’re looking to take on investment or take out a loan in order to expand your business in the near future, having subscriptions looks better on your books as it helps lenders to easily calculate your future projected revenue. Provides Accurate Inventory Estimates Knowing how much of your stock you’re going to sell in the next 30-days, helps you to not over-stock or run out of your product too soon. You’ll know exactly what you have to ship out a month ahead of time, so in essence, you’ll already know how much you’ve sold before any new orders are placed. Improves Customer Relationships Most successful companies understand that giving customers what they want and need is the way to develop strong customer relationships. However, non-subscription based-businesses rely on site visits and surveys for information. Listening to your customers’ feedback and paying close attention to your subscriptions could help you know who to target, what to target them with, and when to target them. Eliminates Worries About Conversion Rates Although conversion rates (the percentage of customers who come to your site and actually purchase) are important to most online businesses, they don’t have to be as critically important for subscription-based businesses. Subscription businesses can afford to have lower conversion rates, thanks to the fact that recurring subscriptions increase the lifetime customer value for each customer. They aren’t as dependent on making that one sale. What Makes the Subscription Business Model Different from other Business Models? Under the traditional one-off ecommerce model, selling your products to “potential” customers invokes a bit of worry. Will the customer return? How much will they spend? To determine what you’ll make the next month, you’ll have to calculate your estimated growth and your past month’s revenue. Since the numbers will always fluctuate from what you’ll actually make, you’ll have to work with your marketing team to devise a way to retain your customers; thus creating a more stable estimate. You can eliminate all of these headaches with the subscription business model. Because under the subscription business model, a business sells scheduled periodic shipments and not individual products, your customers must pay for a subscription to access your inventory. That means there’s more exclusivity with your products. For instance, you could offer special deals and exclusive products made only available to “members” who have signed up for your subscription. One of the reasons the subscription business model is so popular among consumers is that it gives the consumer the option to lock in set prices and discounts. They already know the prices of the products and they’re aware that these prices are likely to stay the same. Consumers are able to budget when they know how much something will cost in advance. Before Getting Started In order to make sure you’re prepared to use the subscription business model in your business, there are three things you’ll need to keep in mind: your subscription type, your website, and your payment system. The Subscription Type Take a look at your business plan and consider your customer’s needs, then decide whether you want a fixed-term or an evergreen subscription model. A fixed-term subscription is offered on a fixed time period, say 6-months or 1 year. The subscription stays intact until the stated end-date, and it’s up to the subscriber if they’d like to subscribe again after the term is over. An evergreen subscriber will be charged monthly or weekly until they cancel the subscription since there isn’t an established end-date. Most subscription businesses go for the latter. The Website In today’s competitive environment, great usability and design is a must. Take the time to make sure you’re website clearly communicates what you offer and the value you bring. You may also want to think about the mobile experience of your website. By making your website “responsive,” anyone visiting you site on a mobile device such as an iPad, iPhone, or Android will still be able to more easily navigate and read your website. The Payment System Payment systems have traditionally been a headache for companies in the subscription business model. That’s not the case any longer. There’s no need to setup a merchant account and gateway, implement security measures, pay for expensive and difficult to use software, and then hire a programmer in order to implement it. With MoonClerk, you can accept recurring payments on your website in as little as 10 minutes. And, MoonClerk will work for your customers on their smartphones, tablets and computers. Photo by Flickr user ErikLeenaars # Productivity Tools For Your Small Business or Startup URL: https://www.moonclerk.com/productivity-tools-for-your-small-business-or-startup Business · Dodd Caldwell · 2013-06-18 Here are some great productivity tools that we love and use everyday at MoonClerk. They're inexpensive or free and can help any startup or small business. ## Content Here are some great productivity tools that we love and use almost everyday at MoonClerk. All of these productivity tools are either inexpensive or free and can help any startup or small business on a budget. Some of these productivity tools are great for managing communications and others for managing your administrative tasks but they’ll all make you and your team more productive. 7 Productivity Tools That We Use At MoonClerk HelloSign HelloSign is one of our favorite productivity tools because it lets you forget about ever printing, signing, scanning, uploading, and emailing a document. To get started, all you have to do is upload a document. You can then type information on the document, such as the date. You can also upload a signature or write your signature on a piece of paper and email it to them. They’ll automatically load that signature on the document and you can place and resize it. When you’re done, enter in an email address and they’ll send it. They offer a pretty robust free plan and given the headaches they remove, they’re one of the best productivity tools on the market. Evernote Evernote is one of the better known productivity tools on that market. It lets you save your notes, photos, articles and pretty much anything else on multiple devices (like your computer, iPhone, iPad, etc.). Everything automatically syncs too. Evernote also has a great search function. Evernote automatically dates every note, so you can search by date. It can also automatically pull the location of where the note was taken. So, if you remember where you were, you can search that way. Also, Evernote uses optical character recognition to search for words within images, notes, webpages, etc. (even handwritten notes). When you search, it’ll find notes with the words you’re searching for and highlight them for you. Evernote includes 60 megabytes of uploads every month in their free plan. Google Apps Email Google Apps is a suite of productivity tools that provides a lot of power for a very small price. One of the most powerful features is email powered by Google Apps. Did you know that Google allows your business to create email addresses using your own domain name for free? Instead of using an email address like absoupkitchen@gmail.com, you can have email addresses like fred@absoupkitchen.com. You’ll need to have your own domain name (web address) and access to your domain registrar (the company you bought it from). We suggest Hover.com for domain registration. HipChat Hipchat is one of the productivity tools we use most often at MoonClerk. HipChat offers real time group chat and instant messaging. Everybody on your team, including those offsite, can keep up-to-date on everything that’s going on in real time. You can upload files to chats and you can search chat history. You can even have separate chat rooms – a room for each individual if you want private conversations, a room to talk about marketing issues, a room to talk about an upcoming event, etc. If you use the @ symbol before someone’s name, it will notify that person that someone’s trying to get in touch with them. Or use “@all” to notify everyone. HipChat is free for teams of 5 or fewer. It’s available online, as a desktop app (both PC & Mac), iPad, iPhone, Android, and through text messaging. IFFTTT IFTTT give you the ability to connect different online services without having to know how to program. IFTTT stands for “If This Then That” and their slogan is that they put the internet to work for you. You can create “recipes” with different internet services so that certain actions take place. For instance, you say something like “ If someone says the phrase Coffeee Subscription on Twitter then send me a text message”. There are a ton of recipe combinations. Another example would be that you could have every photo that is uploaded to your Facebook page automatically emailed to you. The options are pretty wide open. Dropbox Dropbox is software that automatically backs up and syncs your files. It’s available on the Dropbox website, as desktop software, and as an iPad, iPhone, and Android app. Any files that you put into Dropbox are automatically backed up online and are automatically synced to all of your devices. You can also have shared folders for your business and determine who has access to these folders. You can drag files into the folder and then everybody has access to them. You can also drag send public links to files and folders. In these cases, the recipient doesn’t even need a Dropbox account. Dropbox’s free account includes 2 gigabytes of storage. MoonClerk MoonClerk is one productivity tool we can’t leave off. We know we might be a little biased but MoonClerk’s recurring payment system (which also supports one-time payments) can help streamline a wide variety of areas for your business and actually help your office go paperless. MoonClerk helps your business eliminate the need to collect on past due customers (because we automatically charge their cards) and makes it as easy as clicking a button to refund a customer. Photo by Flickr user psd # Project Managers URL: https://www.moonclerk.com/payment-solutions/project-billing-software Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Project Billing Software Project billing software has never been easier. Let MoonClerk make sure you get paid on-time, every time. Perfect for Project Managers As a project manager, you have deadlines to meet, milestones to accomplish, and invoices to send. Let MoonClerk act as your personal “clerk,” making sure you get paid on-time every month. Whether you charge for your clients for one-off projects or bill monthly retainers, MoonClerk’s project billing software makes the entire process painless for you and your clients. We’re a payment system that gets out of your way. We’re not chock-full of features you won’t ever use. MoonClerk lets you spend more time actually doing project management rather than dealing with payments. With MoonClerk, you can focus on building your business rather than tracking down customers or dealing with difficult-to-use payment systems. Get Paid Faster Don't wait for your clients to send in their payments. Let them click a link, enter their credit or debit card information and pay the invoice immediately. If the invoice is recurring, MoonClerk charges your client's card automatically every time they're scheduled to pay. Make Your Billing Beautiful MoonClerk lets you match your brand with colors, fonts, logos, and even custom CSS. You can link to a payment form from an email or embed it right on your site. Manage Your Clients Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. If for some reason your client's card is rejected, they'll receive a notification and be able to update their own billing information. Additionally, you'll be notified and be able to update their account and card information. Do It Yourself You don't need to be a technical wizard to set up and use MoonClerk's project billing software. MoonClerk lets you use Stripe, one of the most trusted payment processors on the internet, without having to write a single line of code. You can be up-and-running and accepting your first payment in 5 minutes. # Property Managers URL: https://www.moonclerk.com/payment-solutions/collect-rent-online Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Collect Rent Online MoonClerk allows you to collect rent online while maintaining a professional look and feel, without requiring you to be a technical wizard. Perfect for Property Managers and Landlords If you’re a property manager or landlord, you know the hassles of getting paid on-time. With MoonClerk’s recurring billing system, you can collect rent online from your tenants and we take care of charging their cards every month. You get paid on-time, every time and never have to deal with gathering and depositing checks or tracking down late-payers. You can charge up-front fees for security deposits and also charge a tenant’s card for one-off fees at any time after they’re signed up for scheduled recurring payments – no need to ask for their card again or to wait for them to send a check. Whether it’s one-off payments, recurring payments, or variable amounts over time, MoonClerk provides convenience for you and for you tenants. Start Immediately You can accept your first payment and collect rent online in 5 minutes without any programming. No need to worry about merchant accounts, security, or hiring a programmer either. Our billing system takes care of everything and you're instantly approved. Get Paid Faster Don't wait for tenants to send their payments. Send them an email with a link to a MoonClerk payment form. They can click the link, enter their credit or debit card information, and pay you on the spot. If it's a recurring payment, MoonClerk charges their card automatically every time they're scheduled to pay. Manage Tenant Payments Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. Export all of your data in a spreadsheet at any time. If for some reason a tenants's card is rejected, we handle sending out automatic emails so they can update their card themselves. You'll also be notified and be able to update it for them. Accept Payments at Your Location If you have an office, you can use MoonClerk as a "virtual terminal" so that tenants can make their first payment in your office. Our payment forms automatically resize to whatever device you may be on. So, you can check tenants out using your smartphone, tablet, or computer. Accept Payments on Your Website Allow tenants to pay on your website. You can embed the entire checkout process on your site or you can link to it from anywhere, allowing you to collect rent onine. Easily style the checkout experience by choosing fonts and colors, adding your logo, and more. # Psychiatrists URL: https://www.moonclerk.com/payment-solutions/psychiatry-billing-software Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Psychiatry Billing Software Psychiatry billing software has never been easier. Let MoonClerk act as your personal "clerk," making sure you get paid on-time every month. Perfect for Psychiatrists As a psychiatrist you likely have patients to see, appointments to schedule, and invoices to collect. Let MoonClerk’s psychiatry billing software take the worry out of getting paid. Make sure your patients pay on-time every month by automatically charging their card on a recurring basis. Or, if you just need to charge for a single visit, you can do that as well. Whether it’s one-off payments, recurring payments, or variable amounts over time, MoonClerk makes the entire process painless for you and your patients. MoonClerk lets you spend more time doing the work you love. With MoonClerk’s psychiatry billing software you can focus on helping your patients rather than dealing with difficult-to-use payment systems. Start Immediately You can have your psychiatric practice up and running and accepting your first payments in 5 minutes without any programming. No need to worry about merchant accounts, security, or hiring a programmer either. Our psychiatry billing software takes care of everything and you're instantly approved. Get Paid Faster Don't wait for your patients to send their payments. Let them click a link, enter their credit or debit card information and pay your invoice immediately. If it's a recurring invoice, MoonClerk charges their card automatically every time they're scheduled to pay. Manage Your Patients Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. Export all of your data in a spreadsheet at any time. If for some reason your patient's card is rejected, you'll know and be able to update their account and card information. Accept Payments in Your Office You can use MoonClerk as a "virtual terminal" so that patients can check out in your office. Our payment forms automatically resize to whatever device you may be on. So, you can check your patients out using your smartphone, tablet, or computer. Accept Payments on Your Website Allow your clients to pay on your website. You can embed the entire checkout process on your site or you can link to it from anywhere. Easily style the checkout experience by choosing fonts and colors, adding your logo, and more. # Recapture URL: https://www.moonclerk.com/feature/recapture Product feature Boost your revenue by preventing credit card failures. No extra work required on your part. ## Content Recapture Lost Revenue Boost your revenue by preventing credit card failures. No extra work required on your part. Behind-the-Scenes Card Updates We work with our payment processor to auto-update cards so your payers don't have to. That means if their card is stolen or expired, they often won't have to manually input new info. Automatic Retries of Failed Cards When someone signs up for a recurring plan and their card fails, we automatically retry their card multiple times. You can customize the number of retries and the time between them. Smart, Actionable, Automatic Emails We auto-send a number of emails to you and your payers. All emails include a link your payers can use to update their billing information. Quick, Self-Service Updates for Your Payers Your payers don't need to sign-in or remember passwords and usernames in order to update their cards. They can get access to securely update their cards using just their email. Update Cards Over the Phone If your payers don't update their own cards themselves, you can always contact them directly and update their card on their behalf inside your MoonClerk dashboard. # Schools URL: https://www.moonclerk.com/payment-solutions/school-payment-solutions Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content School Payment Solutions MoonClerk's school payment solutions provide your school the easiest and most efficient payment system possible so that you can focus on fulfilling your school’s mission - education. Perfect for Schools Whether you’re a private school or a public school, finding an online system with great school payment solutions and school donations can be challenging. We understand many schools don’t have the funding, resources, or IT staff to develop their own payment system. That’s where MoonClerk comes in. MoonClerk’s school payment solutions help schools manage payments for a wide variety of areas that they support, such as: Tuition Payments (payment plans and one-time payments) School Donations (recurring and one-time) Field Trips (installment payments and one-time payments) Uniforms Ultimately, school payment solutions are tools to help make life easier for your school staff, parents, and donors. Do It Yourself No need to hire a programmer or even involve your IT staff. We designed MoonClerk so that anyone can set up and manage their MoonClerk school payment solutions and school donations without any prior training or experience. Start Immediately Your school can be up-and-running and accepting its first payment in 5 minutes. No need to worry about merchant accounts, security, or programming. We take care of everything and you're instantly approved. Accept School Donations Increase the number of school donations and funds raised for your school by adding one-time and recurring donations on your website. Gather as much information as you like about your donors. When your school has a new fundraising campaigns, simply create a new donation form at the click of a button. We automatically send receipts for all school donations. Save Administrative Headaches MoonClerk's dashboard doesn't overload your staff with features you won't use. Anyone can easily glance at your donations, donors, tuition payments, and recurring plans. We notify both you and the parents when a payment has gone through. All information can be exported in a spreadsheet for bookkeeping and management purposes. Accept Tuition Payments Allow parents to make tuition payments online on your school's website with just a click of a button. Or, send individualized payment forms as links in an email to parents. Let parents pay on a recurring basis and we'll take care of charging their card in the intervals and for the duration you choose. Manage Field Trips Easily create a new payment form for your field trip payments. Gather custom information from parents as they're checking out - emergency contact information, food allergies, etc. # Self Storage Facilities URL: https://www.moonclerk.com/payment-solutions/self-storage-software Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Self Storage Software For Billing MoonClerk’s self storage software for billing lets you focus on running and growing your business rather than dealing with difficult-to-use payment systems. Perfect for Self Storage Facilities If you manage a self-storage facility, you know the hassles of getting paid on-time. With MoonClerk’s self storage software for billing , you can collect recurring payments from your customers by letting us take care of charging their cards every month (or any other frequency.) You get paid on-time, every time and never have to deal with gathering and depositing checks or tracking down late-payers. You can charge up-front fees for security deposits and also charge a customer’s card for one-off fees at any time after they’re signed up for scheduled recurring payments – no need to ask for their card again or to wait for them to send a check. Whether it’s one-off payments, recurring payments, or variable amounts over time, MoonClerk provides convenience for you and for you customers. Start Immediately You can be up and running and accepting your first payments in 5 minutes. No need to worry about merchant accounts, security, or hiring a programmer either. Our billing system takes care of everything and you're instantly approved. Accept Payments at Your Location You can use MoonClerk as a "virtual terminal" at your office so that customers can make their first payment in your office. Our self storage software for billing takes care of charging their card every time thereafter. Our payment forms automatically resize to whatever device you may be on. So, you can check tenants out using a smartphone, tablet, or computer. Manage Customers Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. Export all of your data in a spreadsheet at any time. If for some reason a tenants's card is rejected, we handle sending out automatic emails so they can update their card themselves. You'll also be notified and be able to update it for them. Get Paid Faster Don't wait for your customers to send their payments in. Check them out at your location (or send them an email with a link to a payment form.) If it's a recurring payment, MoonClerk charges their card automatically every time they're scheduled to pay. You can set up custom frequencies, expirations for the recurring plan, and more. Accept Payments on Your Website Allow customers to pay on your website. You can embed the entire checkout process on your site or you can link to it from anywhere, allowing you to collect payments onine. Easily style the checkout experience by choosing fonts and colors, adding your logo, and more. # Small Service Businesses URL: https://www.moonclerk.com/payment-solutions/small-business-billing-software Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Small Business Billing Software With MoonClerk's small business billing software, you can focus on building your business rather than tracking down customers or dealing with difficult-to-use payment systems. Perfect for Small Businesses As a small business you likely have customers to please, emails to send, and invoices to collect on. Let MoonClerk’s small business billing software act as your personal “clerk,” making sure you get paid on-time by automatically charging your customer’s card on a recurring basis. Whether you charge for one-off payments, recurring payments, or variable amounts over time, MoonClerk makes the entire process painless for you and your customers. MoonClerk’s small business billing software works with these types of businesses and more: Gyms, Personal Trainers, & Yoga Instructors Day Cares & Private Schools Marketing Agencies & Advertising Agencies Graphic Artists, Web Designers, & Web Developers Rentals (Self Storage Units, Equipment Rentals) Property Managers & Home Owners Associations (HOAs) Landscape Architects & Lawn Care Cleaning & Janitorial Services Chiropractors, Massage Therapists, & Spas Dentists, Orthodontists, & Direct Primary Care Practices Counselors & Therapists Exterminators & Pest Control Services Pet Sitters & Dog Walking Services Tutoring & Music Lessons Get Paid Faster Don't wait for your customers to send their payments. Let them click a link, enter their credit or debit card information and pay your invoice immediately. If it's a recurring invoice, MoonClerk charges their card automatically every time they're scheduled to pay. Manage Your Clients Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. Export all of your data in a spreadsheet at any time. If for some reason your customer's card is rejected, you'll know and can update their account and card information. Accept Payments In-the-Field Our payment forms automatically resize to whatever device you may be on. So, you can check your clients out using your smartphone, tablet, or computer. Accept Payments on Your Website Allow your clients to pay on your website. You can embed the entire checkout process on your site or you can link to it from anywhere. Easily style the checkout experience by choosing fonts and colors, adding your logo, and even including custom CSS. Start Immediately Your small business can be up and running and accepting its first payments in 5 minutes without any programming. No need to worry about merchant accounts, security, or hiring a programmer either. Our small business billing software takes care of everything and you're instantly approved. # Spas URL: https://www.moonclerk.com/payment-solutions/spa-software-for-billing Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Spa Software for Billing Spa software has never been easier. Perfect for Spas As the owner or operator of a spa you likely have appointments to schedule, employees to manage, and an office to run. Let MoonClerk’s spa software for billing take the worry out of getting paid. Set your clients up on monthly membership programs where they receive a discounted rate and in return you get paid every month, regardless of whether they visit. Or, just as easily, charge for a single visit. Whether it’s one-off payments, recurring payments, or variable amounts over time, MoonClerk makes the entire process painless for you and your clients. MoonClerk lets you spend more time doing your job and less time dealing with paperwork. With MoonClerk’s spa software for billing, you can focus on your clients rather than with difficult-to-use payment systems. Let MoonClerk act as your personal “clerk,” making sure you get paid efficiently and on-time. Start Immediately You can have your spa up and running and accepting your first payments in 5 minutes without any programming. No need to worry about merchant accounts, security, or hiring a programmer either. Our spa software for billing takes care of everything and you're instantly approved. Accept Payments on Your Website Allow your clients to pay on your website. You can embed the entire checkout process on your site or you can link to it from anywhere. Easily style the checkout experience by choosing fonts and colors, adding your logo, and more. Manage Your Clients Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. Export all of your data in a spreadsheet at any time. If for some reason a client's card is rejected, they'll receive a notification and be able to update their billing information. Additionally, you'll be notified and be able to update their account and card information. Accept Payments in Your Spa You can use MoonClerk as a "virtual terminal" so that clients can check out at your facility. Our payment forms automatically resize to whatever device you may be on. So, you can check your clients out using your smartphone, tablet, or computer. # Subscription Clubs URL: https://www.moonclerk.com/payment-solutions/subscription-billing-for-subscription-clubs Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Subscription Billing for Subscription Clubs Whether you're a small business or a growing enterprise, MoonClerk may be the perfect solution to manage your subscription billing quickly and easily. Perfect for Subscription Clubs Do you have a business that sells a product and needs subscription billing on a monthly, quarterly, or annual basis? Launching a subscription service such as an “of-the-month” club can be a great opportunity. But, setting up and managing the subscription billing software can involve a lot of headaches and hurdles. If you’re considering starting a monthly club, Moonclerk can eliminate these headaches and hurdles so you can focus on what you want to do – grow your business. MoonClerk’s subscription billing software makes it easy to offer your products online within minutes while still keeping your website and your business looking professional. MoonClerk works with a variety of online monthly club services such as: Coffee Of The Month Club Cookie of The Month Club Flower of the Month Club CSA (Community Supported Agriculture) Farm Deliveries Cheese of the Month Club Jewelry Club Men & Women’s Clothing Club & More Launch Immediately You can be up-and-running and accepting your first payment in 5 minutes. No need to worry about merchant accounts, security, or programming. We take care of everything and you're instantly approved. Look Beautiful Easily style the checkout experience to match your brand by choosing fonts and colors, adding your logo, and even including custom CSS. You can embed the entire checkout process on your site or you can link to your payment form from anywhere. Increase Conversion Rates Some subscription billing software requires you to link to their own payment form. Jumping to another site can be a jarring experience for customers and can reduce conversion rates - the likelihood that they will complete the transaction. MoonClerk gives you the option to style the checkout to look like your brand and then embed it on your site so customers never have to leave your site, increasing conversion rates along the way. Manage Your Customers Our minimalist subscription billing dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. If for some reason your client's card is rejected, you'll be able to update your customers' account and card information yourself so you get paid. Manage your Logistics Whether it's sizes, colors, quantities, addresses or anything else, MoonClerk's integrated form builder lets you gather as much information as you need from your customers when they check out. You can always export this custom information into a spreadsheet to easily manage any of your shipping and logistics needs. Promote Your Business Create excitement and draw attention to specific products by offering discounts with MoonClerk's robust coupon code system. You can link directly to payment forms from Facebook, Twitter, and email marketing campaigns, allowing you to not only spread the word but also sell your products at the same time. Do It Yourself No need to hire a programmer. MoonClerk's subscription billing software lets you use Stripe, one of the most trusted payment processors on the internet, without any coding skills whatsoever. # Therapists URL: https://www.moonclerk.com/payment-solutions/therapy-billing-software Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Therapy Billing Software Therapy billing software has never been easier. Let MoonClerk act as your personal "clerk," making sure you get paid on-time every month. Perfect for Therapists As a therapist you likely have patients to counsel, appointments to schedule, and invoices to collect. Let MoonClerk’s therapy billing software take the worry out of getting paid. Make sure your patients pay on-time every month by automatically charging their card on a recurring basis. Or, if you just need to charge for a single visit, you can do that as well. Whether it’s one-off payments, recurring payments, or variable amounts over time, MoonClerk makes the entire process painless for you and your patients. MoonClerk lets you spend more time doing the work you love. With MoonClerk’s therapy billing software you can focus on counseling your patients rather than dealing with difficult-to-use payment systems. Start Immediately You can have your therapy practice up and running and accepting your first payments in 5 minutes without any programming. No need to worry about merchant accounts, security, or hiring a programmer either. Our therapy billing software takes care of everything and you're instantly approved. Get Paid Faster Don't wait for your patients to send their payments. Let them click a link, enter their credit or debit card information and pay your invoice immediately. If it's a recurring invoice, MoonClerk charges their card automatically every time they're scheduled to pay. Manage Your Patients Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. Export all of your data in a spreadsheet at any time. If for some reason your patient's card is rejected, you'll know and be able to update their account and card information. Accept Payments in Your Office You can use MoonClerk as a "virtual terminal" so that patients can check out in your office. Our payment forms automatically resize to whatever device you may be on. So, you can check your patients out using your smartphone, tablet, or computer. Accept Payments on Your Website Allow your clients to pay on your website. You can embed the entire checkout process on your site or you can link to it from anywhere. Easily style the checkout experience by choosing fonts and colors, adding your logo, and more. # Tutors URL: https://www.moonclerk.com/payment-solutions/tutoring-software-for-billing Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Tutoring Software for Billing Tutoring software has never been easier. Let MoonClerk act as your personal "clerk," making sure you're always paid on-time. Perfect for Tutors As a tutor you have students to teach, sessions to schedule, and invoices to collect. Let MoonClerk’s tutoring software for billing take the worry out of getting paid. Make sure your students and their parents are always up-to-date on their payments by automatically charging their card on a recurring basis. Or, if you just need to charge for a single sessions, you can do that as well. Whether it’s one-off payments, recurring payments, or variable amounts over time, MoonClerk makes the entire process painless for you and your students. MoonClerk lets you spend more time doing the work you love. With MoonClerk’s tutoring software for billing, you can focus on teaching your students rather than trying to figure out how to get paid. Start Immediately You can be up and running and accepting your first payments in 5 minutes without any programming. No need to worry about merchant accounts, security, or hiring a programmer either. Our tutoring software for billing takes care of everything and you're instantly approved. Get Paid Faster Don't wait for your students or their parents to send their payments. Let them click a link, enter their credit or debit card information and pay your invoice immediately. If it's a recurring invoice, MoonClerk charges their card automatically every time they're scheduled to pay. Manage Your Students Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. Export all of your data in a spreadsheet at any time. If for some reason your student or parent's card is rejected, you'll know and be able to update their account and card information. Accept Payments On-the-Go You can have parents or students pay you on your iPhone, iPad, or Android while you're at their home or meeting place. Our payment forms automatically resize to whatever device you may be on. Accept Payments by Email or Website Allow students and parents to pay on your website or through a link you send them by email. We host the entire checkout process so it can work on its own or on your website. Easily style the checkout experience by choosing fonts and colors, adding your logo, and more. # We're Just Getting Going URL: https://www.moonclerk.com/moonclerk-is-just-getting-going Product · Dodd Caldwell · 2013-06-10 We’ll be using this blog to announce new features, to feature our customers, to share our thoughts, and to provide resources to help you grow your business. ## Content We launched MoonClerk to the public on Feb. 1, so we’re a mere 130 days old. The response has been awesome and we’re so excited to already be helping so many businesses accept payments across such a wide spectrum of industries. We’ve had marketing agencies, design studios, nonprofits, churches, medical practices, lawn care services, coworking facilities, auto dealers, schools, and everything in-between become happy MoonClerk customers. In fact, we’ve been so busy that we’re just now getting around to starting the MoonClerk blog. We’ll be using this blog to let you know when we add new features, to feature some of our customers, to share our thoughts, and to provide some resources to help you grow your business. We’ve got some powerful new features launching soon to make make MoonClerk work even better for you. MoonClerk is still in it’s infancy – we can’t wait to have you along for the ride as we grow! Image by Flickr user chefranden # Web Developers URL: https://www.moonclerk.com/payment-solutions/billing-for-web-developers Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Billing for Web Developers Billing for web developers has never been easier. Let MoonClerk act as your accountant and make sure you get paid on-time every month. Perfect for Web Developers As a web developer, you have deadlines to meet, milestones to accomplish, and invoices to send. Let MoonClerk act as your personal “clerk,” making sure you get paid on-time every month. Whether you charge for one-off design projects, bill monthly retainers, or charge recurring hosting fees, MoonClerk’s system of billing for web developers makes the entire process painless for you and your clients. We’re a payment system that gets out of your way. We’re not chock-full of features you won’t ever use. MoonClerk lets you spend more time doing the work you love rather than dealing with payments. With MoonClerk’s automated recurring billing system you can focus on building your business rather than tracking down customers or dealing with difficult-to-use payment systems. Get Paid Faster Don't wait for your clients to send in their payments. Let them click a link, enter their credit or debit card information and pay the invoice immediately. If the invoice is recurring, MoonClerk charges your client's card automatically every time they're scheduled to pay. Make Your Billing Beautiful As a web developer you probably care about design. MoonClerk lets you match your brand with colors, fonts, logos, and even custom CSS. You can link to a payment form from an email or embed it right on your site. Manage Your Clients Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. If for some reason your client's card is rejected, you'll know and be able to easily update their card. Do It Yourself Even though MoonClerk provides billing for web developers, there's no need to waste your valuable time on programming. MoonClerk lets you use Stripe, one of the most trusted payment processors on the internet, without having to write a single line of code. You can be up-and-running and accepting your first payment in 5 minutes. # Yoga Instructors URL: https://www.moonclerk.com/payment-solutions/yoga-software-for-billing Payment solutions You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required. ## Content Yoga Software For Billing Let MoonClerk's yoga software for billing act as your studio's personal "clerk," making sure you get paid efficiently and on-time. Perfect for Your Yoga Studio As a yoga instructor, you have classes to teach, a studio to manage, and a business to market. Let MoonClerk’s yoga software for billing take the worry out of getting paid. Make sure your students pay on-time every month by automatically charging their card on a recurring basis. Or, if you need to charge for single payments that cover an entire period, you can do that as well. Whether it’s one-off payments or recurring payments, MoonClerk makes the entire process painless for you and your students. With MoonClerk’s yoga software, you can spend your time doing the work you love rather than dealing with difficult-to-use payment systems. Start Immediately You can have your studio up and running and accepting your first payments in 5 minutes without any programming. No need to worry about merchant accounts, security, or hiring a programmer either. Our yoga software takes care of everything and you're instantly approved. Accept Recurring or One-Time Payments Set your students up on a recurring payment plan and MoonClerk will take care of charging their cards automatically every time they're scheduled to pay. Or, accept one-time payments just as easily. Manage Your Students Our minimalist dashboard gets out of the way so you can quickly glance at who's paid and up-to-date and who isn't. Export all of your data in a spreadsheet at any time. If for some reason a student's card is rejected, they'll receive a notification and be able to update their billing information. Additionally, you'll be notified and be able to update their account and card information. Accept Payments at Your Studio You can use MoonClerk as a "virtual terminal" so that members can check out at your studio. Our payment forms automatically resize to whatever device you may be on. So, you can check your students out using your computer, tablet, or smartphone. Accept Payments on Your Website Allow your students to pay on your website. You can embed the entire checkout process on your site or you can link to it from anywhere. Easily style the checkout experience by choosing fonts and colors, adding your logo, and more. ## External Help Center articles # Can I accept multiple currencies with the same MoonClerk account? URL: https://help.moonclerk.com/en/articles/1239956-can-i-accept-multiple-currencies-with-the-same-moonclerk-account Canonical source: MoonClerk Help Center Accepting Payments · Dodd Caldwell · Updated 2017-11-22 Unfortunately not. While in some countries, Stripe does allow one account to accept payments in multiple currencies, MoonClerk is not currently designed to do so. If you would... ## Article content Unfortunately not. While in some countries, Stripe does allow one account to accept payments in multiple currencies, MoonClerk is not currently designed to do so. If you would like to accept payments in multiple currencies, you will need to set up multiple MoonClerk accounts. # Can I issue refunds? URL: https://help.moonclerk.com/en/articles/1239774-can-i-issue-refunds Canonical source: MoonClerk Help Center Accepting Payments · Dodd Caldwell · Updated 2018-01-19 Yes. You can issue full or partial refunds right from your MoonClerk account. Here's instructions for how you can issue a refund:... ## Article content Yes. You can issue full or partial refunds right from your MoonClerk account. Here's instructions for how you can issue a refund: http://help.moonclerk.com/using-moonclerk/how-do-i-refund-a-payment # How and when does Stripe transfer funds into my account? URL: https://help.moonclerk.com/en/articles/1239768-how-and-when-does-stripe-transfer-funds-into-my-account Canonical source: MoonClerk Help Center Accepting Payments · Dodd Caldwell · Updated 2017-11-28 Funds are automatically transferred into your bank account. Everyday Stripe transfers the money that you charged two days prior. For example, every Wednesday, you'll receive the... ## Article content Funds are automatically transferred into your bank account. Everyday Stripe transfers the money that you charged two days prior. For example, every Wednesday, you'll receive the funds in your bank account that were charged on Monday. The very first transfer from Stripe takes 7 business days, but every transfer thereafter fall under their 2 business day transfer policy. # How do I set up and connect a Stripe account? URL: https://help.moonclerk.com/en/articles/1239765-how-do-i-set-up-and-connect-a-stripe-account Canonical source: MoonClerk Help Center Accepting Payments · Dodd Caldwell · Updated 2018-01-12 Once you've decided that you want to activate your account , we'll guide you through the Stripe connection process. You'll enter basic information and create your Stripe account... ## Article content Once you've decided that you want to activate your account , we'll guide you through the Stripe connection process. You'll enter basic information and create your Stripe account on a single Stripe webpage. Once you're done with that page, you'll arrive back at MoonClerk to complete the activation process. It generally only takes a few minutes. # How much does Stripe charge? URL: https://help.moonclerk.com/en/articles/1239767-how-much-does-stripe-charge Canonical source: MoonClerk Help Center Accepting Payments · Dodd Caldwell · Updated 2018-07-13 - In the USA, Stripe charges 2.9% + $.30 for every successful card transaction. There are no signup fees or declined/failed charge fees. [object Object] - For US-based accounts,... ## Article content - In the USA, Stripe charges 2.9% + $.30 for every successful card transaction. There are no signup fees or declined/failed charge fees. [object Object] - For US-based accounts, Stripe charges .8% with a $5 cap for ACH/bank payments. Learn more about Stripe's pricing (including pricing for your country) on their pricing page. # Is there a fee for chargebacks? URL: https://help.moonclerk.com/en/articles/1239957-is-there-a-fee-for-chargebacks Canonical source: MoonClerk Help Center Accepting Payments · Dodd Caldwell · Updated 2017-11-22 Yes. When a payer successfully disputes your charge with their bank or credit card company, you are charged $15. Read more about the chargeback process and how you can dispute... ## Article content Yes. When a payer successfully disputes your charge with their bank or credit card company, you are charged $15. Read more about the chargeback process and how you can dispute chargebacks on Stripe's chargeback page . # What if I already have a Stripe account? URL: https://help.moonclerk.com/en/articles/1239775-what-if-i-already-have-a-stripe-account Canonical source: MoonClerk Help Center Accepting Payments · Dodd Caldwell · Updated 2018-01-12 Great. Once you sign into your MoonClerk account, you'll still need to activate your account , but you'll have the opportunity to integrate your already existing Stripe account... ## Article content Great. Once you sign into your MoonClerk account, you'll still need to activate your account , but you'll have the opportunity to integrate your already existing Stripe account instead of setting up a new account. # What is Stripe? URL: https://help.moonclerk.com/en/articles/1239762-what-is-stripe Canonical source: MoonClerk Help Center Accepting Payments · Dodd Caldwell · Updated 2018-05-21 Stripe is the payment processor that MoonClerk uses to process all payments. Stripe is one of the world's best, most secure, and most innovative online payment processors. By... ## Article content Stripe is the payment processor that MoonClerk uses to process all payments. Stripe is one of the world's best, most secure, and most innovative online payment processors. By using Stripe, you won't need to find and work with a separate merchant account provider, gateway, or any other piece of the legacy payments industry puzzle. Thousands of businesses and organizations are using Stripe today: Fortune 500 companies, rapidly-growing startups, side projects, nonprofits, and everything in between. For US based accounts, Stripe charges 2.9% + $.30 for credit/debit card payments. And for US based accounts, Stripe charges .8% with a $5 cap for ACH/bank payments, making these payments a good option for larger volume transactions. To find out about Stripe's pricing for your country, visit their pricing page and choose your country from the drop-down menu in the bottom left hand corner of the page. Learn more about Stripe on their homepage or on their FAQ page . # What is the minimum amount I can charge? URL: https://help.moonclerk.com/en/articles/1239769-what-is-the-minimum-amount-i-can-charge Canonical source: MoonClerk Help Center Accepting Payments · Dodd Caldwell · Updated 2017-11-22 Stripe has a minimum charge of $.50 ## Article content Stripe has a minimum charge of $.50 # What is the Stripe Link payment method? URL: https://help.moonclerk.com/en/articles/8225284-what-is-the-stripe-link-payment-method Canonical source: MoonClerk Help Center Accepting Payments · Dodd Caldwell · Updated 2023-08-07 Link is a Stripe-proprietary system that allows payers who have already checked out and saved their information with a Stripe-related checkout to check out quickly with that same... ## Article content Link is a Stripe-proprietary system that allows payers who have already checked out and saved their information with a Stripe-related checkout to check out quickly with that same payment method. Link autofills your payers’ payment information to create an easy and secure checkout experience. If someone is checking out for the first time with Link on your checkout, they can quickly create a Link account for future use. # What name shows up on the payer's credit card statement? URL: https://help.moonclerk.com/en/articles/1239770-what-name-shows-up-on-the-payer-s-credit-card-statement Canonical source: MoonClerk Help Center Accepting Payments · Dodd Caldwell · Updated 2017-11-28 You can choose what you would like to show up on the payer's credit card statement. During the Stripe connection process you can type whatever you like. You can always edit it... ## Article content You can choose what you would like to show up on the payer's credit card statement. During the Stripe connection process you can type whatever you like. You can always edit it later. # What payment methods can I accept? URL: https://help.moonclerk.com/en/articles/1239953-what-payment-methods-can-i-accept Canonical source: MoonClerk Help Center Accepting Payments · Dodd Caldwell · Updated 2023-08-07 Payers can use most credit card providers (ex: Visa, MasterCard, American Express, Discover, Diners Club, and JCB.) Youu can also choose to allow payers to use their bank accounts... ## Article content Payers can use most credit card providers (ex: Visa, MasterCard, American Express, Discover, Diners Club, and JCB.) Youu can also choose to allow payers to use their bank accounts using ACH/e-bank drafts (USA), SEPA (EU), BECS (Australia, and Bacs (UK). And, we offer express checkouts with Apple Pay, Google Pay, Stripe Link, and CashApp. Check Stripe to see which cards are accepted in your country. # Where can I learn more about Stripe? URL: https://help.moonclerk.com/en/articles/1239764-where-can-i-learn-more-about-stripe Canonical source: MoonClerk Help Center Accepting Payments · Dodd Caldwell · Updated 2017-11-28 Head over to Stripe's homepage or Help/FAQ section . ## Article content Head over to Stripe's homepage or Help/FAQ section . # Why do I need a Stripe account? URL: https://help.moonclerk.com/en/articles/1239773-why-do-i-need-a-stripe-account Canonical source: MoonClerk Help Center Accepting Payments · Dodd Caldwell · Updated 2017-12-18 Stripe processes all of the credit card payments on your MoonClerk payment forms and helps keep everything secure. They also handle sending the funds to your bank account. ## Article content Stripe processes all of the credit card payments on your MoonClerk payment forms and helps keep everything secure. They also handle sending the funds to your bank account. # Does MoonClerk offer an API? URL: https://help.moonclerk.com/en/articles/1239747-does-moonclerk-offer-an-api Canonical source: MoonClerk Help Center For Developers · Dodd Caldwell · Updated 2017-11-27 Yes. We offer a read-only REST-style API. Read our full developer documentation . ## Article content Yes. We offer a read-only REST-style API. Read our full developer documentation . # Does MoonClerk offer webhooks? URL: https://help.moonclerk.com/en/articles/1239749-does-moonclerk-offer-webhooks Canonical source: MoonClerk Help Center For Developers · Dodd Caldwell · Updated 2022-10-04 Yes. You can learn how to use MoonClerk’s webhooks in our Help documentation and in our Github Developer documentation . Additionally, MoonClerk is built on top of Stripe and we... ## Article content Yes. You can learn how to use MoonClerk’s webhooks in our Help documentation and in our Github Developer documentation . Additionally, MoonClerk is built on top of Stripe and we pass metadata through to Stripe. So, we allow you to use Stripe's webhooks instead of our own webhook system, if you prefer that. Read the documentation for how this works. # How do I customize the Card Details field on my payment form? URL: https://help.moonclerk.com/en/articles/122610-how-do-i-customize-the-card-details-field-on-my-payment-form Canonical source: MoonClerk Help Center For Developers · Dodd Caldwell · Updated 2023-03-29 MoonClerk has always supported applying custom CSS (Cascading Style Sheets) to your payment forms to create a pleasing and brand-matched experience for your payers. However,... ## Article content MoonClerk has always supported applying custom CSS (Cascading Style Sheets) to your payment forms to create a pleasing and brand-matched experience for your payers. However, payment data input fields are on Stripe's servers. The net effect is that styling the payment fields cannot be accomplished using just the CSS for your MoonClerk payment forms alone. If you need to provide additional styling to your payment form's payment details fields, you'll need to use a combination of CSS and custom JSON styling. This is an advanced feature and there is a possibility that implementing it incorrectly could cause issues with your checkout. We suggest reading the documentation carefully and reviewing the entire checkout process after you have customized the form to ensure it functions properly. Read our developer documentation for customizing this field . Example of the card form field (indicated by red arrow): # How do I generate an API Key? URL: https://help.moonclerk.com/en/articles/1239754-how-do-i-generate-an-api-key Canonical source: MoonClerk Help Center For Developers · Dodd Caldwell · Updated 2023-02-24 1) Sign in to your account 2) Click on the Account drop down menu and choose Settings 3) Click on the API Key section 4) Click the Generate API Key button 5) You will now see your... ## Article content 1) Sign in to your account 2) Click on the Account drop down menu and choose Settings 3) Click on the API Key section 4) Click the Generate API Key button 5) You will now see your API Key and can copy it # How do I programmatically pass through an amount, name, or email to a payment form? URL: https://help.moonclerk.com/en/articles/2114565-how-do-i-programmatically-pass-through-an-amount-name-or-email-to-a-payment-form Canonical source: MoonClerk Help Center For Developers · Dodd Caldwell · Updated 2025-08-19 Read our full developer documentation on this feature here . If you would like to programmatically pass through an amount, name, or email to a checkout, we allow you to do so by... ## Article content Read our full developer documentation on this feature here . If you would like to programmatically pass through an amount, name, or email to a checkout, we allow you to do so by passing a query parameter to the payment form URL. ​ ​ Name ​ To pass through a first and last name, you would append: ?name=firstname%20lastname The "%20" creates a blank space in the field. The Name field at checkout will be auto-filled with the name you have passed through. Email ​ To pass through an email, you would append: ?email= example@example.com The Email field at checkout will be auto-filled with the email you have passed through. Amount ​ To pass through a set amount, you will need to set your form so that the Amount is “Decided at Checkout”. Then, you would append: ?amount_cents=10000 The amount you enter would be the amount you would like to append converted to sub-units of your currency. So, 3000 cents USD would be $30 USD, 4000 cents GBP would be £40 GBP, etc. Even though the form is set for the amount to be “Decided at Checkout”, if you have passed through an amount, the amount field will not be displayed. Instead, the form will display a set amount. Combinations ​ You can pass through a combination of name and/or email and/or amount to a checkout. In order to do so, you would use ampersands when you are appending the data to the URL: When you pass through combinations, all of the pass-through data will appear on the checkout: Embeds ​ If you are using our embed code and embedding a payment form inside your website, you will need to add the query parameters to the "opts" hash in the embed code. Looking inside the embed code, you'll find an opts object similar to this: opts={"checkoutToken":"8h7frjfytj","width":"100%"}; You'll need to add the query parameters as follows: ,"amount_cents":3000,"name":"Richard Smith","email":"richardsmith@example.com" Here you can see the entire embed snippet with the updated opts object:: My Checkout var mc5mudjto6s6c79;(function(d,t) {var s=d.createElement(t),opts={"checkoutToken":"5mudjto6s6c79","width":"100%","amount_cents":3000,"name":"Richard Smith","email":"richardsmith@example.com"};s.src='https://d2l7e0y6ygya2s.cloudfront.net/assets/embed.js';s.onload=s.onreadystatechange = function() {var rs=this.readyState;if(rs) if(rs!='complete') if(rs!='loaded') return;try {mc5mudjto6s6c79=new MoonclerkEmbed(opts);mc5mudjto6s6c79.display();} catch(e){}};var scr=d.getElementsByTagName(t)[0];scr.parentNode.insertBefore(s,scr);})(document,'script'); # How do I programmatically pre-fill data into custom fields at checkout? URL: https://help.moonclerk.com/en/articles/12045428-how-do-i-programmatically-pre-fill-data-into-custom-fields-at-checkout Canonical source: MoonClerk Help Center For Developers · Dodd Caldwell · Updated 2025-08-19 If you have chosen to ask for additional information at checkout with custom fields , we also allow you to programmatically pre-fill data into those fields at checkout. You can... ## Article content If you have chosen to ask for additional information at checkout with custom fields , we also allow you to programmatically pre-fill data into those fields at checkout. You can pass through data in the URL. You can read how in our developer documentation for this feature . # How do I programmatically track my payers through the checkout process? URL: https://help.moonclerk.com/en/articles/1239750-how-do-i-programmatically-track-my-payers-through-the-checkout-process Canonical source: MoonClerk Help Center For Developers · Dodd Caldwell · Updated 2025-08-19 We offer multiple methods for integrating MoonClerk with your website by tracking your payers through the checkout process. Read the documentation . ## Article content We offer multiple methods for integrating MoonClerk with your website by tracking your payers through the checkout process. Read the documentation . # How do I regenerate an API Key? URL: https://help.moonclerk.com/en/articles/1239757-how-do-i-regenerate-an-api-key Canonical source: MoonClerk Help Center For Developers · Dodd Caldwell · Updated 2023-10-31 1) Sign in to your account 2) Click on the Account drop down menu and choose Settings 3) Click on the API Key section 4) Click on the Regenerate API Key button 5) Click Regenerate... ## Article content 1) Sign in to your account 2) Click on the Account drop down menu and choose Settings 3) Click on the API Key section 4) Click on the Regenerate API Key button 5) Click Regenerate on the warning modal ​ # How do I use custom CSS to customize the design of my payment forms? URL: https://help.moonclerk.com/en/articles/1239755-how-do-i-use-custom-css-to-customize-the-design-of-my-payment-forms Canonical source: MoonClerk Help Center For Developers · Dodd Caldwell · Updated 2023-10-31 1) Click on the Themes button in your account's main navigation 2) Click on the Create New Theme button (or click on one of the themes you've already created) 3) Find the Custom... ## Article content 1) Click on the Themes button in your account's main navigation 2) Click on the Create New Theme button (or click on one of the themes you've already created) 3) Find the Custom CSS section and click Yes ​ 4) Paste your Custom CSS into the text area ​ 5) Click the Save button. ​ ​ # How do I use MoonClerk’s webhooks? URL: https://help.moonclerk.com/en/articles/6613469-how-do-i-use-moonclerk-s-webhooks Canonical source: MoonClerk Help Center For Developers · Dodd Caldwell · Updated 2022-10-04 Learn even more about how MoonClerk’s webhooks work in our developer documentation on Github. Though they require more advanced technical knowhow, webhooks provide a powerful way... ## Article content Learn even more about how MoonClerk’s webhooks work in our developer documentation on Github. Though they require more advanced technical knowhow, webhooks provide a powerful way to automate your business. Once you set up a Webhook Endpoint in the MoonClerk dashboard, MoonClerk will send a POST request to the specified endpoint URL when the specified topic(s) takes place. Here are the topics MoonClerk provides: Payment Created Notifies when a payment is created in any state (failed, succeeded, etc). Includes Payment data. Plan Created Notifies when a plan is created. Includes Customer data. Plan Ended Notifies when a plan is canceled or when the set number periods have been exhausted. Includes Customer data. Plan Payment Failed Notifies when a payment related to a plan has failed. Includes Customer data. To set up a "Webhook" Endpoint 1) In your MoonClerk dashboard, choose “Settings” from the Account dropdown menu. 2) Click on the “Webhooks" option 3) Click the "Create Webhook Endpoint” button 4) Enter a URL (must be HTTPS) and select 1 or more topics (at least one must be selected) 6) Click "Save" If you would like to temporarily disable an endpoint from receiving data, you can choose “Inactive" for the state. # Can I accept ACH / Bank Account / E-Check payments? URL: https://help.moonclerk.com/en/articles/1840205-can-i-accept-ach-bank-account-e-check-payments Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2018-05-21 ACH / Bank Account Payments ## Article content Yes. If you have a US-based account, you can accept payment directly from a payers bank account (ACH or e-check) as opposed to just debit/credit cards. Learn how to accept bank account payments . Learn what the process is like for payers who are paying with a bank account . # Can I accept donations? URL: https://help.moonclerk.com/en/articles/1886107-can-i-accept-donations Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2018-05-08 Yes. We designed MoonClerk to work with nonprofits, churches, houses of worship, and fundraising projects. ## Article content Yes. We designed MoonClerk to work with nonprofits, churches, houses of worship, and fundraising projects. # Can I accept one-time payments? URL: https://help.moonclerk.com/en/articles/1239799-can-i-accept-one-time-payments Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2017-11-27 Yes. Accepting one-time payments is just as easy as setting up recurring payments ## Article content Yes. Accepting one-time payments is just as easy as setting up recurring payments # Can I accept payments on a mobile device? URL: https://help.moonclerk.com/en/articles/1239719-can-i-accept-payments-on-a-mobile-device Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2017-11-27 Yes. Our checkout process is optimized for any screen size that a payer may use during checkout. ## Article content Yes. Our checkout process is optimized for any screen size that a payer may use during checkout. # Can I accept political contributions? URL: https://help.moonclerk.com/en/articles/1239797-can-i-accept-political-contributions Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2017-11-22 Yes. While you're in charge of ensuring that you're compliant with all governmental regulations and reporting guidelines, MoonClerk does allow you to collect FEC-required... ## Article content Yes. While you're in charge of ensuring that you're compliant with all governmental regulations and reporting guidelines, MoonClerk does allow you to collect FEC-required contributor information and then download that information in a spreadsheet. # Can I charge additional fees such as shipping charges and sales tax? URL: https://help.moonclerk.com/en/articles/1433122-can-i-charge-additional-fees-such-as-shipping-charges-and-sales-tax Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2018-08-24 Yes. We offer the ability for you to add an additional fee to the total amount. This additional fee can be a percentage of the total or a fixed dollar amount. Here are the... ## Article content Yes. We offer the ability for you to add an additional fee to the total amount. This additional fee can be a percentage of the total or a fixed dollar amount. Here are the instructions to show you how . # Can I charge an initial, up-front payment when a payer signs up for a recurring plan? URL: https://help.moonclerk.com/en/articles/1239819-can-i-charge-an-initial-up-front-payment-when-a-payer-signs-up-for-a-recurring-plan Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2018-01-30 Yes. If you'd like to charge an initial, one-time, up-front amount (for example a deposit on a rental unit) and then charge a different amount that recurs every month, you can do... ## Article content Yes. If you'd like to charge an initial, one-time, up-front amount (for example a deposit on a rental unit) and then charge a different amount that recurs every month, you can do that. Here are instructions to show you how. # Can I charge payers who live outside of my country? URL: https://help.moonclerk.com/en/articles/1239777-can-i-charge-payers-who-live-outside-of-my-country Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2017-11-27 Yes. If a payer has a credit or debit card based outside of your country or based in another currency, they will see an uneven charge on their credit card, and you'll receive the... ## Article content Yes. If a payer has a credit or debit card based outside of your country or based in another currency, they will see an uneven charge on their credit card, and you'll receive the exact amount in your account. The exchange rates are determined by the payer's credit card issuing bank so the conversions happen automatically. # Can I export my payment and recurring plan data in a CSV or Excel file? URL: https://help.moonclerk.com/en/articles/1239795-can-i-export-my-payment-and-recurring-plan-data-in-a-csv-or-excel-file Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2017-11-27 Yes. You can export all of your payment and recurring plan data as a CSV/Excel file. ## Article content Yes. You can export all of your payment and recurring plan data as a CSV/Excel file. # Can I give other members of my team access to the MoonClerk dashboard? URL: https://help.moonclerk.com/en/articles/2434862-can-i-give-other-members-of-my-team-access-to-the-moonclerk-dashboard Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2021-01-04 Adding users (team members) to your MoonClerk account ## Article content Yes, you can add different users or “team members” to your MoonClerk account and give them different access levels (roles) to the account. Learn more about the different roles of team members. Learn how to invite team members to your MoonClerk account. # Can I physically accept payments in-person? URL: https://help.moonclerk.com/en/articles/1239726-can-i-physically-accept-payments-in-person Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2018-04-25 Yes, you can accept payments in person. Though MoonClerk does not currently offer a credit card swiper, you can type in the payment information and charge the payer just as you... ## Article content Yes, you can accept payments in person. Though MoonClerk does not currently offer a credit card swiper, you can type in the payment information and charge the payer just as you normally would. You can accept these payments on a mobile device , laptop, or desktop. # Can I sell digital products? URL: https://help.moonclerk.com/en/articles/1239791-can-i-sell-digital-products Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2019-07-14 Yes. We offer a Digital Delivery extension that allows you to sell digital products. You can upload any content type with unlimited storage and delivery bandwidth. You can sell... ## Article content Yes. We offer a Digital Delivery extension that allows you to sell digital products. You can upload any content type with unlimited storage and delivery bandwidth. You can sell access with one-time payments or subscription (recurring) payments and style the download page to match your brand. We take care of delivering the digital products to your customers. # Can I Use MoonClerk on a Squarespace Site? URL: https://help.moonclerk.com/en/articles/1685890-can-i-use-moonclerk-on-a-squarespace-site Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2018-03-13 Using MoonClerk on your Squarespace website ## Article content Yes. Here are the instructions to show you how: http://help.moonclerk.com/using-moonclerk/how-do-i-use-moonclerk-on-my-squarespace-website # Can my payers cancel their own recurring plans? URL: https://help.moonclerk.com/en/articles/1239817-can-my-payers-cancel-their-own-recurring-plans Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2018-01-11 If you have payers who have signed up for recurring plans, you can choose to allow them to be able to cancel their recurring plans themselves. You will need to choose to send them... ## Article content If you have payers who have signed up for recurring plans, you can choose to allow them to be able to cancel their recurring plans themselves. You will need to choose to send them at least one of our notification emails, which by default include a link for the payers to manage their plans. You can enable or disable the ability for them to cancel their recurring plans from this link. In addition, you can also manually cancel their recurring plan yourself through the MoonClerk dashboard. # Can payers choose quantities when they check out and have the price automatically adjust? URL: https://help.moonclerk.com/en/articles/1239822-can-payers-choose-quantities-when-they-check-out-and-have-the-price-automatically-adjust Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2018-10-16 While MoonClerk doesn't currently offer a way for payers to type in their quantity and automatically update the checkout amount, we do have a way for you to add multiple... ## Article content While MoonClerk doesn't currently offer a way for payers to type in their quantity and automatically update the checkout amount, we do have a way for you to add multiple quantities to a payment form. You can add descriptions to the different amounts in your payment forms. This allows you to establish "quantities" in the system. So, for example, you could have the following amount options in a drop down menu in your payment form: # Can payers designate a purchase/donation as a gift to someone else or in honor of someone? URL: https://help.moonclerk.com/en/articles/1239793-can-payers-designate-a-purchase-donation-as-a-gift-to-someone-else-or-in-honor-of-someone Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2018-01-11 Yes. You can gather as much custom information as you would like from a payer. That information could be an address or email where the purchase is sent. It could also include a... ## Article content Yes. You can gather as much custom information as you would like from a payer. That information could be an address or email where the purchase is sent. It could also include a custom "gift message" or "in honor of" message. # Do I need a website to use MoonClerk? URL: https://help.moonclerk.com/en/articles/1239782-do-i-need-a-website-to-use-moonclerk Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2017-11-27 No. When you create a payment form, we give you a link that you can place anywhere - an email you compose, a tweet you send out, your Facebook page, or anywhere else. ## Article content No. When you create a payment form, we give you a link that you can place anywhere - an email you compose, a tweet you send out, your Facebook page, or anywhere else. # Do I need to be a programmer to use MoonClerk? URL: https://help.moonclerk.com/en/articles/1239717-do-i-need-to-be-a-programmer-to-use-moonclerk Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2017-11-27 Nope. We designed MoonClerk so that anyone can use it, regardless of technical skills. ## Article content Nope. We designed MoonClerk so that anyone can use it, regardless of technical skills. # Do I need to enter my credit card information to sign up? URL: https://help.moonclerk.com/en/articles/1239729-do-i-need-to-enter-my-credit-card-information-to-sign-up Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2017-11-27 No. You can signup for MoonClerk and to see if it's a good fit for your needs without giving us your credit card information. Whenever you're ready to start accepting live... ## Article content No. You can signup for MoonClerk and to see if it's a good fit for your needs without giving us your credit card information. Whenever you're ready to start accepting live payments, you will need to provide your credit card information and go through the quick Stripe connection process. # Do I need to sign a contract? URL: https://help.moonclerk.com/en/articles/1239781-do-i-need-to-sign-a-contract Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2017-11-22 No, there are no contracts with either MoonClerk or Stripe. You can cancel anytime and there are no cancelation fees. ## Article content No, there are no contracts with either MoonClerk or Stripe. You can cancel anytime and there are no cancelation fees. # Do payers need to create an account in order to pay? URL: https://help.moonclerk.com/en/articles/1239780-do-payers-need-to-create-an-account-in-order-to-pay Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2018-01-11 No. Payers don't have to create an account either with you or with MoonClerk for one-time or recurring payments. However, you can still choose to allow them to manage their own... ## Article content No. Payers don't have to create an account either with you or with MoonClerk for one-time or recurring payments. However, you can still choose to allow them to manage their own recurring plan themselves. # Does MoonClerk integrate with Quickbooks? URL: https://help.moonclerk.com/en/articles/2199613-does-moonclerk-integrate-with-quickbooks Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2018-08-03 Integrate with Quickbooks using Zapier ## Article content Yes. You can integrate your MoonClerk with Quickbooks Online using a web tool called Zapier . Zapier is a web automation platform that makes it easy for non-developers to connect over 1,000 web services together. MoonClerk is available on the Zapier platform as well as Quickbooks Online. In order to use Zapier to connect Quickbooks Online with MoonClerk, you'll need to sign up for a Zapier account and follow these instructions to get started. # Does MoonClerk offer Two-Factor Authentication? URL: https://help.moonclerk.com/en/articles/6119341-does-moonclerk-offer-two-factor-authentication Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2022-04-06 2FA for sign-in credentials ## Article content Yes. You can choose to enable two-factor authentication for the sign-in credentials of your MoonClerk dashboard in order to better secure your account. We offer two-factor authentication via SMS text messages as well as through authenticator apps. Learn how to enable 2FA # Does MoonClerk support digital wallets like Apple Pay? URL: https://help.moonclerk.com/en/articles/3044439-does-moonclerk-support-digital-wallets-like-apple-pay Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2023-08-07 “Express Checkout" with Apple Pay, Google Pay, and Microsoft Pay ## Article content Yes! With MoonClerk if your payers have Apple Pay, Google Pay or Google Pay enabled on the device or browser they are checking out on and if the payment form isn’t embedded inside your website, these payment methods will automatically appear on the payment form. You don’t have to do anything within your account – these payment methods will appear automatically when appropriate. We also offer the ability for you to accept payments via CashApp and Stripe Link on your checkouts. Whether on mobile or desktop, these “Express Checkouts” reduce friction for your payers, eliminating the need for them to enter their card information. That means increased conversions and reduced frustrations. Here is how the Apple Pay button appears with our default theme: The Google Pay and Microsoft Pay buttons appear in a similar manner. Notes: - Apple Pay will not appear if you are embedding the MoonClerk checkout inside your website. - We do not have a way to style either the Apple, Google, or Microsoft buttons. [object Object] # Does MoonClerk work with PayPal? URL: https://help.moonclerk.com/en/articles/122609-does-moonclerk-work-with-paypal Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2018-06-08 MoonClerk vs. PayPal ## Article content MoonClerk is built on top of the payment processor, Stripe . Therefore, MoonClerk is an alternative to PayPal and does not integrate with it. However, if you would like to offer PayPal to your payers, you could always still use PayPal on your website as an additional form of payment outside of MoonClerk. On our blog, you can read about the differences between MoonClerk and PayPal for recurring payments . There are many other advantages to using MoonClerk over PayPal for recurring payments that not outlined in this blog post. So if you have any questions, feel free to get in touch with us. # How and when are funds transferred into my bank account? URL: https://help.moonclerk.com/en/articles/1239784-how-and-when-are-funds-transferred-into-my-bank-account Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2018-01-19 Deposit Schedule - Receiving Payouts in Stripe ## Article content Funds are automatically transferred into your bank account. Every day Stripe transfers the money that you charged two days prior. For example, every Wednesday, the funds that were charged on Monday will be deposited into your bank account. The very first transfer takes 7 business days, but every transfer thereafter takes 2 business days. You can view more information and potentially customize your payout schedule here: https://stripe.com/docs/payouts # How do I send out automatic notifications or receipts to payers with MoonClerk? URL: https://help.moonclerk.com/en/articles/1239806-how-do-i-send-out-automatic-notifications-or-receipts-to-payers-with-moonclerk Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2018-01-19 Automatically email your Payers ## Article content You have the option to send and customize the following notification emails to your payers: Successful Payment - Sent to payer when a payment is successful Recurring Plan Created - Sent to payer when a recurring plan is created Failed Payment on Recurring Plan - Sent to payer when a payment on a recurring plan fails Recurring Plan Ended - Sent to payer when a recurring plan is canceled or expires Card Expiration Date Approaching - Sent to payers on recurring plans before their card expires Upcoming Payment - Sent to payers 3 days before their next recurring plan payment Successful Refund - Sent to payers after a payment has been refunded All of these emails appear as if they are coming from you. MoonClerk also sends notifications emails to you , the account holder. # How do I use or share my payment forms to accept payments? URL: https://help.moonclerk.com/en/articles/1239718-how-do-i-use-or-share-my-payment-forms-to-accept-payments Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2023-01-26 After you've created a payment form, we automatically create links to that form and embed codes for the form. 1) You can send a link to the form from anywhere (email, Twitter,... ## Article content After you've created a payment form, we automatically create links to that form and embed codes for the form. 1) You can send a link to the form from anywhere (email, Twitter, Facebook, etc.) 2) You can place the link on your website. 3) You can embed the form on your website so that payers never have to leave your site. 4) You can use a QR code your payers can scan with the camera on their smartphones. 4) You can place a "Subscribe" button, a "Donate" button, or a "Buy Now" button on your website. 5) You can embed the form on your Wordpress site with our Wordpress plugin and shortcode. # How does MoonClerk comply with GDPR? URL: https://help.moonclerk.com/en/articles/2327335-how-does-moonclerk-comply-with-gdpr Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2018-09-12 A summary of our GDPR readiness program ## Article content Keeping your data safe is important to us. In order to comply with the General Data Protection Regulation (GDPR) we have: - Certified under The EU-US and Swiss-US Privacy Shield Framework to safeguard the transfer of personal data to the US, meeting the GDPR requirement for adequate data protection laws. [object Object] - Updated our Privacy Policy (as of 09/12/2018) to provide you with even more transparency into the data we collect, how the data is used, and your rights to control over your data. - Updated our Terms of Service (as of 09/12/2018). - Created a signed Data Processing Addendum (DPA) to extend GDPR privacy principles, rights, and obligations everywhere personal data is processed. You can download and sign the DPA here . # If I'm accepting payments in a currency other than USD, how will I be billed for my use of MoonClerk? URL: https://help.moonclerk.com/en/articles/1239820-if-i-m-accepting-payments-in-a-currency-other-than-usd-how-will-i-be-billed-for-my-use-of-moonclerk Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2018-01-12 At the end of your billing period, MoonClerk will calculate your total payment volume in your currency during the period. MoonClerk will then convert the total payment volume to... ## Article content At the end of your billing period, MoonClerk will calculate your total payment volume in your currency during the period. MoonClerk will then convert the total payment volume to USD, based on the conversion rate that day and bill you according to our pricing schedule . # Is MoonClerk available outside of the US? URL: https://help.moonclerk.com/en/articles/1239722-is-moonclerk-available-outside-of-the-us Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2017-11-27 Yes. Stripe, the service that handles the credit card processing and transfers to your bank account, is available in a variety of countries, many of which MoonClerk supports. If... ## Article content Yes. Stripe, the service that handles the credit card processing and transfers to your bank account, is available in a variety of countries, many of which MoonClerk supports. If you click the "Explore for Free" button, you'll see a dropdown menu to choose the countries where MoonClerk is available. If you're located in a country where Stripe is currently in beta, please contact us to find out if we're available there. See where Stripe is available . # Is my data portable? URL: https://help.moonclerk.com/en/articles/1239790-is-my-data-portable Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2017-11-27 Yes. You can export all of the information in your MoonClerk account. In addition, Stripe allows you to transfer your customers' credit card information if you decide to use... ## Article content Yes. You can export all of the information in your MoonClerk account. In addition, Stripe allows you to transfer your customers' credit card information if you decide to use another service. # What are MoonClerk's updated pricing tiers? URL: https://help.moonclerk.com/en/articles/5014402-what-are-moonclerk-s-updated-pricing-tiers Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2024-07-11 On May 15, 2021 our lowest two pricing tiers increased by $3 and $5, respectively, to $18/mo and $35/mo for all of our existing customers. Our higher priced tiers and our paid... ## Article content On May 15, 2021 our lowest two pricing tiers increased by $3 and $5, respectively, to $18/mo and $35/mo for all of our existing customers. Our higher priced tiers and our paid extensions increased modestly as well. For new customers, these pricing increases took effect on March, 15, 2021. You can visit our pricing page to see the new tiers. If you forecast that you will be in a higher tier not listed on our website, please reach out to us and we can let you know about the higher tiered pricing changes. This is our first price increase since 2015 - almost 6 years ago. The circumstances prompting this change are compelling. When we began, our third party payment processor, Stripe, had included recurring billing in their standard processing fees. Stripe is now charging an additional 0.7% for any recurring payments. Instead of passing those fees along to you, we have negotiated with Stripe so that we incur the cost of any recurring payments. So, if you were to use Stripe alone, you would actually be paying an additional 0.5% for recurring charges on top of the processing fee. With MoonClerk, you will not be paying that additional fee to Stripe. Over the past 6 years our internal operational costs have increased and we have been consistently improving the MoonClerk product. However, wwe have not increased our prices until this time. By restricting the amount of our increase­­, and by subsidizing Stripe's recurring billing fees, we seek to keep MoonClerk as an affordable option for your billing needs. All of us at the MoonClerk are grateful for your business and want to thank you for working with us. We consider it an honor to play a small part in your work. # What are the changes with MoonClerk’s new checkouts? URL: https://help.moonclerk.com/en/articles/6933013-what-are-the-changes-with-moonclerk-s-new-checkouts Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2023-03-28 As of mid-January 2023, we have begun migrating our customers' payment forms to a new version in order to better integrate with our third party payment processor, Stripe. Your... ## Article content As of mid-January 2023, we have begun migrating our customers' payment forms to a new version in order to better integrate with our third party payment processor, Stripe. Your payment forms may be using this new version but if not, all payment forms will eventually be moved to the new version. You may notice some differences in your checkouts: - The default (and always enabled) Name and Email fields have been moved to the first page of the checkout. - The Coupon Code field has been moved to the first page of the checkout. - There are no longer any one-page checkouts. Unfortunately, this is due to how Stripe now works and is out of our control. - While all payment forms have new URLs, your existing/prior payment form URLs will automatically redirect to the new URLs. - The Payment Details fields are structured differently than before. - Checkouts now fully support 3DS card checkouts. [object Object] Some issues you may want/need to check on based on your forms: - If you have a Google Analytics Funnel that tracks certain payment forms, with the new payment forms URLs, those funnels may not work. The URLs may need to be adjusted in Google Analytics. - If you have asked for a Name and Email as custom fields, you might want to remove those as the Name and Email are now required by default on the first page of the checkout. - If you have custom CSS in one or more themes that your payment forms are using, you might want to check to see if there are any formatting issues. - Redirect URLs set on forms will no longer work with dynamic payment_id or customer_id automatically passed in. Things may look different on Stripe: - Previously we created Stripe payment intents after payers entered their credit card information. Now, we create Stripe payment intents after payers enter their names and emails but before they enter their credit card information. - You may see more failed payment intents in your Stripe dashboard; previously we did not create payment intents for card network errors like "insufficient funds" or other types of declines. - You may see more payment intents in your Stripe dashboard that are "incomplete" or “canceled". - " incomplete " means a payer started to checkout, but never finished - "canceled" setup intents may result from "incomplete", recurring checkouts that went unfinished for more than 23 hours. Why has the checkout changed? Based on Stripe's best practice recommendation, we've updated our checkout and back-end servers to support the following features on Stripe: - Automatically adjusts input fields to collect information based on the payment method and country. - Dynamically sorts payment methods based on a customer’s locale and location to optimize for conversion. More payment methods will be coming soon. - Reduces friction for card payments with input validation, masking, styling and error handling. - Adds new payment methods without any front-end changes, and gives you access to new payment methods as soon as Stripe supports them (not yet, but coming soon). - Improved support for Strong Customer Authentication (SCA) and similar regulatory changes. We are embracing the recommended Stripe APIs ( Payment Element , Payment Intents & Setup Intents ). You may notice these differences when looking directly at your Stripe account. While this complicates the processing of payments, MoonClerk is always trying to remove complexity from your business workflows so most of this is just happening behind the scenes. # What configuration options do I have for payment forms? URL: https://help.moonclerk.com/en/articles/1239789-what-configuration-options-do-i-have-for-payment-forms Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2018-05-21 1) Amount - You can set a specific amount or amounts that you would like payers to pay or you can let them enter the amount. When you set the amounts, you can enter descriptions... ## Article content 1) Amount - You can set a specific amount or amounts that you would like payers to pay or you can let them enter the amount. When you set the amounts, you can enter descriptions for the different amounts. When you let them enter the amount, you can also "suggest" different amounts and describe those as well. 2) Payment Method - For US-based accounts, you can choose whether you’d like to accept just credit/debit card payments, just ACH/Bank payments, or both. 3) Additional Fees - You can charge an additional fee on top of the total amount. It can be a percentage of the total or a fixed amount. It can be optional or required. 4) Frequency - You can make the payment recurring or one-time. Or, you can let the payer decide. 5) Up-front Amount - For recurring plans, you can charge an initial, one-time, up-front amount (for example a deposit on a rental unit) and then charge a different amount that recurs. If you have created a recurring plan that starts in the future (for example, it has a trial period of 30 days), you can choose to charge this up-front amount to payers' cards as soon as they check out, or in 30 days when their recurring plan starts. If a coupon is applied to a checkout, it applies to the up-front amount. If an additional fee is added to a checkout and it is a percentage, it will not apply to the up-front amount. 6) Recurring Period - You can choose one of our pre-set recurring frequencies - weekly, monthly, quarterly, semi-annually, or annually. Or, you can create a custom frequency. For example, every 6 weeks, or every other month. Also, you can let you the payer decide the recurring frequency. 7) Charge Date - For recurring payments, you can choose when the payer's credit card gets charged - the day the payer checks out, a specific day, or after a trial period. You can also let payers decide when to have their credit card charged. 8) Duration - For recurring payments, you can set the duration of the payments - indefinite or a set number of periods (months, quarters, or years.) You can also choose to let the payer decide the duration. 9) Address - You can gather an address 10) Additional Information - You can gather custom information that you would like the payer to provide. 11) Confirmation - You can customize the message that a payer sees when the payment is completed (or redirect them to a url.) 12) Email Notifications - You have a variety of email notifications that you can choose to send to both the payer and yourself. These emails can be highly customized. 13) Coupons - You can create discount codes and provide them to your payers. They can enter them during the checkout process. 14) Terms of Service - You can choose to require your payers to agree to your Terms of Service before they can complete the checkout. 15) Design - You can customize the fonts and colors of the payment form, name your payment form, add a logo, and add a page description, etc. 16) Email Marketing Opt-in - You can choose to require your payers to opt-in to an email marketing list you have set up with one of our third party email marketing integration providers # What do I need in order to sign up for MoonClerk? URL: https://help.moonclerk.com/en/articles/1239778-what-do-i-need-in-order-to-sign-up-for-moonclerk Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2018-01-11 You'll just need to enter your account name, email, and password. You can then explore MoonClerk for free. Once you're ready to start accepting payments with your forms, you'll... ## Article content You'll just need to enter your account name, email, and password. You can then explore MoonClerk for free. Once you're ready to start accepting payments with your forms, you'll need to activate your account . If you do everything at once, it shouldn't take more than 5-10 minutes. # What happens to payments on a plan when it resumes (unpauses), either manually or automatically? URL: https://help.moonclerk.com/en/articles/4291363-what-happens-to-payments-on-a-plan-when-it-resumes-unpauses-either-manually-or-automatically Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2020-07-27 Pausing and unpausing recurring plans ## Article content When a paused plan resumes (either because the set number of periods have passed or you have resumed the plan manually), the invoices that occurred while the recurring plan was in a paused state will not be attempted. So, any missed payments will not be charged. Once the paused plan resumes, the plan's next scheduled payment attempt will revert back to what the plan's recurring schedule was before the pause. Examples: 1) A monthly plan was scheduled to be charged on the 15th of the month before you paused it. On January 1, you paused the plan for an indefinite period of time. On February 16, you resume the plan manually. The missed payments in January 15 and February 15 will not be attempted. The next scheduled payment attempt will now be March 15. 2) A monthly plan was scheduled to be charged on the 1st of the month before you paused it. On March 31, you paused the plan for 2 periods so that the plan wouldn't charge on April 1 or May 1. However, on April 2, you decide to resume the plan. The missed payment on April 1 will not be attempted. The next scheduled payment attempt will now be May 1. 3) A monthly plan was scheduled to be charged on the 5th of the month before you paused it. On September 4th, you paused the plan for 2 periods so that the plan wouldn't charge on September 5th or October 5th. If you take no further action, on October 6th, the plan will automatically move from a "Paused" state back to an "Active" state. The next scheduled payment attempt will be Nov. 1. # What happens when a payment on a recurring plan fails? URL: https://help.moonclerk.com/en/articles/1239785-what-happens-when-a-payment-on-a-recurring-plan-fails Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2024-07-01 When a payment that is part of a recurring plan fails, we will attempt to charge the card again based on the settings in your Stripe account. Stripe offers Smart Retries , which... ## Article content When a payment that is part of a recurring plan fails, we will attempt to charge the card again based on the settings in your Stripe account. Stripe offers Smart Retries , which use Machine Learning/AI to choose the best times to retry failed payment attempts to increase the chance of successfully paying an invoice. However, you can also set scheduled retries. The default settings for your scheduled retries in Stripe have historically been: On the 1st failed attempt, the card will be retried 3 days later On the 2nd failed attempt, the card will be retried 5 days after the previous attempt On the 3rd failed attempt, the card will be retried 7 days after the previous attempt If the card still fails, the plan's status is canceled Of note, you can set the setting in our Stripe account so that ACH payments are re-tried a total of 2 times. While we cannot currently adjust these settings for you, you can sign into your Stripe account , and adjust them manually. If you have chosen to send the "Failed Payment on Recurring Plan" notification email to payers, by default we include a link in this email from which payers can update their own card information. Payers will receive this email on every failed attempt to charge their cards. This same link is included by default on all other email notifications to the payer (all of which can be enabled, disabled and customized.) You can also choose to receive a notification if a payment on a recurring plan has failed. In the MoonClerk dashboard, you have the ability to update the payer's card for them if you have that information. # What happens while a recurring is in a paused state? URL: https://help.moonclerk.com/en/articles/4291367-what-happens-while-a-recurring-is-in-a-paused-state Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2020-07-27 Pausing and unpausing recurring plans ## Article content While a recurring plan is in a paused state, invoices are still created on Stripe on the scheduled date(s) for the plan. However, those invoices aren't attempted to be paid. And, once the plan resumes from its paused state into an active state, those missed invoices/payments aren't attempted. # What information can I gather during the checkout process? URL: https://help.moonclerk.com/en/articles/1239786-what-information-can-i-gather-during-the-checkout-process Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2020-10-22 Use custom fields as a form builder to ask for information at checkout ## Article content Our default form asks for the payer's name, email, credit card number, expiration date, and CV code. You have the option of asking for as much information as you'd like. The fields that we currently have available in our form builder are: - Single Line Text, - Paragraph Text - Drop Down - Radio Buttons - Checkboxes - Address - File Upload - Email - Website - Phone Number - Date - Time [object Object] You can add unlimited fields, give them custom titles, write help/instructional text for each one, rearrange their order, and choose whether they are required/optional. # What is Stripe and why do I need it? URL: https://help.moonclerk.com/en/articles/1239721-what-is-stripe-and-why-do-i-need-it Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2018-05-21 Stripe is the payment processor that MoonClerk uses to process all payments. Stripe is one of the world's best, most secure, and most innovative online payment processors. By... ## Article content Stripe is the payment processor that MoonClerk uses to process all payments. Stripe is one of the world's best, most secure, and most innovative online payment processors. By using Stripe, you won't need to find and work with a separate merchant account provider, gateway, or any other piece of the legacy payments industry puzzle. Thousands of businesses and organizations are using Stripe today: Fortune 500 companies, rapidly-growing startups, side projects, nonprofits, and everything in between. For US-based accounts, Stripe charges 2.9% + $.30 for credit/debit card payments. And for US-based accounts, Stripe charges .8% with a $5 cap for ACH/bank payments, making these payments a good option for larger volume transactions. To find out about Stripe's pricing for your country, visit their pricing page and choose your country from the drop-down menu in the bottom left hand corner of the page. Learn more about Stripe on their homepage or on their FAQ page . # What is the checkout process like for a payer? URL: https://help.moonclerk.com/en/articles/1239720-what-is-the-checkout-process-like-for-a-payer Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2023-08-07 See the default flow of the checkout process for a debit/credit card transaction ## Article content Keep in mind that there are many customization options for the checkout regarding design, fees, recurring options, amount (pre-determined or fixed), information gathered, and confirmation actions. This checkout is our most basic, web standard example, with only payments made by credit/debit cards: 1) The payer will see the first page of the checkout. They will see (or choose) the amount, and will also see (or choose) the recurring options. They also see any fees that may have been applied, as well as the fields where you ask for information. Once the payer has filled out this page of the checkout, they click the Next button. In the example shown here, the amount and recurring options have been set and the only information requested is an address. 2) The payer will then see the second page of the checkout. They will see the total amount (including calculated fees) and will be prompted to enter their payment details. When they have filled out this page, they click the Complete button. In the example shown here, there have been no additional fees added to the total. 3) The payer then arrives at the third and final page of the checkout - the confirmation page (you can also direct the payer to a separate webpage instead of displaying this confirmation page.) On this page, the payer will see a custom message, if you have entered one, and the payment amount. In the example shown here, the payer sees the custom message "Thanks for your business. We will be in touch soon to follow up with you about your order." # What kinds of security measures does MoonClerk provide? URL: https://help.moonclerk.com/en/articles/1239730-what-kinds-of-security-measures-does-moonclerk-provide Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2017-11-27 MoonClerk provides bank level security. MoonClerk provides full SSL encryption during the entire checkout process. All browsers interact with MoonClerk payment forms over HTTPS.... ## Article content MoonClerk provides bank level security. MoonClerk provides full SSL encryption during the entire checkout process. All browsers interact with MoonClerk payment forms over HTTPS. Both you and the payer can be assured that the checkout process is as secure as possible. You don't need to provide any additional security measures. PCI compliance is certified to PCI Service Provider Level, the most stringent level of certification available. All credit card numbers are encrypted. If you'd like to learn more about Stripe's security measures, you can visit their security page . # What notification emails does MoonClerk send me, the account holder? URL: https://help.moonclerk.com/en/articles/1239823-what-notification-emails-does-moonclerk-send-me-the-account-holder Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2019-01-07 MoonClerk sends emails based on a number of events to your account email. You have the option to send and customize the following notification emails to yourself,as the account... ## Article content MoonClerk sends emails based on a number of events to your account email. You have the option to send and customize the following notification emails to yourself,as the account holder: Successful Payment - Sent to you when a payment is successful Recurring Plan Created - Sent to you when a recurring plan is created Failed Payment on Recurring Plan - Sent to you when a payment on a recurring plan fails Recurring Plan Ended - Sent to you when a recurring plan is canceled or expires Card Expiration Date Approaching - Sent to you before the card on a recurring plan expires Payer Portal Updates - Sent to you when payers update their recurring plans on the Payer Portal MoonClerk also sends notifications emails to your payers . # What types of design or theme customizations does MoonClerk offer for payment forms? URL: https://help.moonclerk.com/en/articles/1239794-what-types-of-design-or-theme-customizations-does-moonclerk-offer-for-payment-forms Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2017-11-27 You can: Display or not display the name of your payment form Add a logo Choose different custom colors Choose different fonts Add background images Use custom CSS to design even... ## Article content You can: Display or not display the name of your payment form Add a logo Choose different custom colors Choose different fonts Add background images Use custom CSS to design even further # Who created MoonClerk? URL: https://help.moonclerk.com/en/articles/1239787-who-created-moonclerk Canonical source: MoonClerk Help Center Frequently Asked Questions · Dodd Caldwell · Updated 2017-11-22 Ryan Wood (CTO) and Dodd Caldwell (CEO) founded MoonClerk. Everyone on the MoonClerk team loves to use and build software that's well designed and easy to use. ## Article content Ryan Wood (CTO) and Dodd Caldwell (CEO) founded MoonClerk. Everyone on the MoonClerk team loves to use and build software that's well designed and easy to use. # Are there any limits on storage or delivery bandwidth? URL: https://help.moonclerk.com/en/articles/2802524-are-there-any-limits-on-storage-or-delivery-bandwidth Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-06-09 Storage and delivery capacity ## Article content We offer unlimited storage and unlimited delivery bandwidth for our flat rate of $15 per month extra for the Digital Delivery extension. You can upload as many files as you would like with no limits in storage capacity. We do have a limit of 4GB per file. We take care of delivering your files without any limits. You can stream unlimited videos using our embed features. You can also paste unlimited external links in order to sell access to digital products/services such as Zoom calls, Google Meet calls, digital assets stored on cloud service like Dropbox, chat communities like Slack, or another web addresses you'd like to provide. # Are there any limits to how many crowdfunding campaigns I can create? URL: https://help.moonclerk.com/en/articles/3968564-are-there-any-limits-to-how-many-crowdfunding-campaigns-i-can-create Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-05-12 With our Crowdfunding extension, we allow you to create unlimited campaigns. ## Article content With our Crowdfunding extension, we allow you to create unlimited campaigns. # Can I manually attribute offline funding or payments that didn't come from a MoonClerk checkout to a Crowdfunding campaign? URL: https://help.moonclerk.com/en/articles/3968570-can-i-manually-attribute-offline-funding-or-payments-that-didn-t-come-from-a-moonclerk-checkout-to-a-crowdfunding-campaign Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-05-12 Yes. If you receive payments that didn’t come through MoonClerk such as cash, checks, pledges, or other online payment systems, we allow you to enter those manually into a... ## Article content Yes. If you receive payments that didn’t come through MoonClerk such as cash, checks, pledges, or other online payment systems, we allow you to enter those manually into a crowdfunding campaign and edit them after-the-fact. Any amounts that you enter will be applied towards the total goal amount for the public campaign. # Can I sell access to a one-on-one or group call with Zoom or other similar service? URL: https://help.moonclerk.com/en/articles/4144051-can-i-sell-access-to-a-one-on-one-or-group-call-with-zoom-or-other-similar-service Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-06-09 Yes. We allow you to add access to an external link as a digital product. So, you can schedule a call through a service like Zoom, create a digital product for that call, and... ## Article content Yes. We allow you to add access to an external link as a digital product. So, you can schedule a call through a service like Zoom, create a digital product for that call, and paste the link to the call and the meeting details in the product. When your payers gain access to the product, they’ll be able to click a button and join the call. # How are recurring plans counted towards the progress of a crowdfunding campaign's goal amount? URL: https://help.moonclerk.com/en/articles/3980682-how-are-recurring-plans-counted-towards-the-progress-of-a-crowdfunding-campaign-s-goal-amount Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-05-12 Learn more about how payment forms interact with your crowdfunding campaigns. Once you’ve connected a payment form to a crowdfunding campaign, any payments associated with the... ## Article content Learn more about how payment forms interact with your crowdfunding campaigns. Once you’ve connected a payment form to a crowdfunding campaign, any payments associated with the form will be attributed to the campaign. So, if you’ve connected a payment form that has recurring payments as an option, any payments made as part of a recurring plan on that connected form will be attributed to the campaign as the payments happen. Keep in mind that even after your campaign ends, we will continue to attribute payments made on its connected payment form to the campaign goal amount. Example: Your crowdfunding campaign starts on Jan. 1 and you’ve set an End Date for your campaign as March 15. One of your supporters checks out on the campaign's connected payment form on Jan. 1 for a monthly, indefinite recurring plan of $10, starting on the checkout day. Their first payment on Jan. 1 will be attributed to the campaign goal amount at checkout. Then, on Feb. 1 and March 1, their recurring payments will also be attributed towards the campaign goal amount when those payments occur. So, by your campaign end date on March 15, they will have contributed $30 towards your campaign goal amount. # How do I "suggest" amounts for payers to choose from, but still let them enter their own amount? URL: https://help.moonclerk.com/en/articles/1239868-how-do-i-suggest-amounts-for-payers-to-choose-from-but-still-let-them-enter-their-own-amount Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-20 1) Create a new payment form (or find the form you would like to edit.) ​ 2) Find the Amount section and choose Decided at Checkout. 3) Click Yes to the question "Add suggested... ## Article content 1) Create a new payment form (or find the form you would like to edit.) ​ 2) Find the Amount section and choose Decided at Checkout. 3) Click Yes to the question "Add suggested amounts?" 4) Enter the Amount you'd like to suggest. 5) Click the Add Amount button if you'd like to add another amount. Enter the additional suggested amount. 6) Repeat step 5) for any other amount's you'd like to suggest ​ 7) Once you've finished your suggestions, click the Save & Finish or Save button. 8) Your form will now allow payers to choose between one of your suggested amounts or to enter their own amount when they go through the checkout process. # How do I accept ACH (bank account) payments? URL: https://help.moonclerk.com/en/articles/1836889-how-do-i-accept-ach-bank-account-payments Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-15 ACH / Bank Account payments ## Article content If you have a US-based account, you can choose to accept payments directly from bank accounts (ACH or e-checks.) 1) Create a payment form ​ 2) Scroll to the Payment Methods section. 3) Choose "Yes" for the Bank Account option. 4) Now, at the payment section on your payment form at checkout, your payers will see the option to pay with their bank account. Learn more about what the process is like for payers when they pay with their bank account. 5) Once selected, your customers will have the ability to search for their bank and enter in their banking credentials. # How do I activate my account? URL: https://help.moonclerk.com/en/articles/1239751-how-do-i-activate-my-account Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-11-07 Activating your account allows you to start accepting live payments and receive the funds into your bank account. Please note that if you already have a Stripe account, the Stripe... ## Article content Activating your account allows you to start accepting live payments and receive the funds into your bank account. Please note that if you already have a Stripe account, the Stripe integration process in these instructions will look a little bit different (you won't have to fill out all of the Stripe information) but you'll be guided through the entire process. 1) After you've created your first form, click on the Activate Account button 2) Click the Next button to go to Stripe to create or link your Stripe account 3a) If you don't already have a Stripe, account, you'll be directed to a page on Stripe's website where you'll enter in some basic information about yourself and how you're accepting payments on this one page and then click the Authorize access to this Stripe account button. 3b) If you already have a Stripe account and you're not signed into it, you can click on the Sign-In link in the upper right hand corner. You'll be prompted to sign into your existing Stripe account and then click a "Connect my Stripe Account" button (see image in 3c below). 3c) If you already have a Stripe account and you're also already signed into it, you'll be taken to a page on Stripe where you'll be prompted to click the "Connect my Stripe Account" button. 4) You'll be directed back to MoonClerk to enter your billing information. This lets us charge your card every month for your MoonClerk usage. After you've entered your card information, click Next 5) Your account is now ready to start accepting live payments. # How do I add a comment on a payment for my team members in the MoonClerk dashboard? URL: https://help.moonclerk.com/en/articles/8981423-how-do-i-add-a-comment-on-a-payment-for-my-team-members-in-the-moonclerk-dashboard Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-21 Comments are for internal communications with your team members. Comments are not included in exports nor can your payers see them. 1) Navigate to the Payments tab 2) Click on the... ## Article content Comments are for internal communications with your team members. Comments are not included in exports nor can your payers see them. 1) Navigate to the Payments tab 2) Click on the Payment you'd like to comment on 3) Scroll to the Recent Comments section and click the "Add Comment" button 4) Type your comment and click "Save Comment" 5) Your team members can now view your comment. You can edit or delete the comment by click the the "Edit" or "Delete" links. # How do I add a comment on a recurring plan for my team members in the MoonClerk dashboard? URL: https://help.moonclerk.com/en/articles/8981435-how-do-i-add-a-comment-on-a-recurring-plan-for-my-team-members-in-the-moonclerk-dashboard Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-21 Comments are for internal communications with your team members. Comments are not included in exports nor can your payers see them. 1) Navigate to the Plans tab 2) Click on the... ## Article content Comments are for internal communications with your team members. Comments are not included in exports nor can your payers see them. 1) Navigate to the Plans tab 2) Click on the Plan you'd like to comment on 3) Scroll to the Recent Comments section and click the "Add Comment" button 4) Type your comment and click "Save Comment" 5) Your team members can now view your comment. You can edit or delete the comment by click the the "Edit" or "Delete" links. # How do I add a coupon to a payer's existing recurring plan? URL: https://help.moonclerk.com/en/articles/1239811-how-do-i-add-a-coupon-to-a-payer-s-existing-recurring-plan Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-15 1) Click on the Plans button in your account's main navigation. 2) Click on the recurring plan you wish to edit. 3) Find the Discount section and click on the Add link. 4) Choose... ## Article content 1) Click on the Plans button in your account's main navigation. 2) Click on the recurring plan you wish to edit. 3) Find the Discount section and click on the Add link. 4) Choose the coupon that you would now like to be used on the payer's plan from the "Change Coupon To" menu. 5) Click on the Update button. # How do I add a custom message in notification emails that is unique to each payment form? URL: https://help.moonclerk.com/en/articles/1366412-how-do-i-add-a-custom-message-in-notification-emails-that-is-unique-to-each-payment-form Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-09-16 If you want to include a custom message in the Successful Payment email notification receipt that is unique to each payment form, we provide a simple way for you to type in the... ## Article content If you want to include a custom message in the Successful Payment email notification receipt that is unique to each payment form, we provide a simple way for you to type in the message as you're creating or editing a payment form. If you want to include a custom message that is unique to each payment form in any of the other email notifications, you'll need to use Liquid Templating and do the following: 1) Follow the instructions to customize the email notification that are sent to payers. (The same instructions can be used for the email notifications that are sent to you.) 2) In the Template Editor, follow the format of this Liquid Templating example . # How do I add a downloadable digital file as a product? URL: https://help.moonclerk.com/en/articles/2835584-how-do-i-add-a-downloadable-digital-file-as-a-product Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-20 1) Click on “Extensions” in the main navigation of the dashboard. 2) Click on "Digital Delivery" 3) Click on Products. 4) Click the “Add Product” button. 5) Choose the "Upload a... ## Article content 1) Click on “Extensions” in the main navigation of the dashboard. 2) Click on "Digital Delivery" 3) Click on Products. 4) Click the “Add Product” button. 5) Choose the "Upload a File" option. 6) Type the name you’d like to give to the product, write a description for it (optional), and upload the product. 7) Click Save. # How do I add access to an external link as a digital product? URL: https://help.moonclerk.com/en/articles/4143915-how-do-i-add-access-to-an-external-link-as-a-digital-product Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-20 With our Digital Delivery extension, you can sell access to any external link (URL) of your choosing. For the most part, you'll probably want to provide access to links/web... ## Article content With our Digital Delivery extension, you can sell access to any external link (URL) of your choosing. For the most part, you'll probably want to provide access to links/web addresses that aren't published. These could be links to: - Pre-scheduled, one-on-one or group calls from services like Zoom or Google Meet . - Digital assets uploaded to cloud services like Dropbox. - Chat communities like Slack or Discord . - Any other web address you’d like to provide [object Object] In order to add access to any external link as a digital product: 1) Click on “Extensions” in the main navigation of the dashboard and choose “Digital Delivery”. 2) Click the “Add Product” button. 3) Choose the “Paste a Link” option. 4) Type the name you’d like to give the product, write a description for it (optional), type what you’d like the product button to say, and paste the web address for the product. 6) Click the “Save” button. Once your payers gain access to the Package this product is attached to, they’ll be able to access from the product’s button. ​ ​ # How do I add additional fees (such as shipping, taxes, or surcharges) to a payment form? URL: https://help.moonclerk.com/en/articles/1239862-how-do-i-add-additional-fees-such-as-shipping-taxes-or-surcharges-to-a-payment-form Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-04 1) Create a new payment form (or find the form you would like to edit.) 2) Find the Amount section and click Yes to answer the question "Charge an additional fee?" 3) Enter a name... ## Article content 1) Create a new payment form (or find the form you would like to edit.) 2) Find the Amount section and click Yes to answer the question "Charge an additional fee?" 3) Enter a name for the fee, whether it optional or required, whether it is a percentage or dollar amount, and what that amount or percentage is. 4) Save the form. 5) The checkout will now display the fee that you've added. # How do I add an embedded Vimeo video as a digital product? URL: https://help.moonclerk.com/en/articles/3972285-how-do-i-add-an-embedded-vimeo-video-as-a-digital-product Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-20 First, learn what Vimeo settings you’ll need for embedded videos . Then, follow these instructions: 1) Click on “Extensions” in the main navigation of the dashboard and choose the... ## Article content First, learn what Vimeo settings you’ll need for embedded videos . Then, follow these instructions: 1) Click on “Extensions” in the main navigation of the dashboard and choose the “Digital Delivery” option. 2) Click the “Add Product” button. 3) Choose to “Embed a Video" 4) Type the name you’d like to give the video, write a description for it (optional), and paste the link to your video. 5) Click “Save" # How do I add an embedded YouTube Live webinar as a digital product? URL: https://help.moonclerk.com/en/articles/3921519-how-do-i-add-an-embedded-youtube-live-webinar-as-a-digital-product Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-20 First, set up your YouTube Live webinar in YouTube . After you’ve done that, follow these instructions: 1) Click on “Extensions” in the main navigation of the dashboard and choose... ## Article content First, set up your YouTube Live webinar in YouTube . After you’ve done that, follow these instructions: 1) Click on “Extensions” in the main navigation of the dashboard and choose “Digital Delivery" 2) Click the “Add Product” button. 3) Choose the "Embed a Video" option. 4) Type the name you’d like to give the video, write a description for it (make sure to include the start date and time), and paste the link to your YouTube Live video. 5) Click “Save" # How do I add an embedded YouTube video as a digital product? URL: https://help.moonclerk.com/en/articles/3921496-how-do-i-add-an-embedded-youtube-video-as-a-digital-product Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-20 First, learn what YouTube settings you need for embedded videos . Then, follow these instructions: 1) Click on “Extensions” in the main navigation of the dashboard and choose... ## Article content First, learn what YouTube settings you need for embedded videos . Then, follow these instructions: 1) Click on “Extensions” in the main navigation of the dashboard and choose “Digital Delivery”. 2) Click the “Add Product” button. 3) Choose the "Embed a Video" option. 4) Type the name you’d like to give the video, write a description for it (optional), and paste the link to your video. 5) Click Save. # How do I add an internal note to a payment? URL: https://help.moonclerk.com/en/articles/1239919-how-do-i-add-an-internal-note-to-a-payment Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-11-03 If a payment has already been made, you can write an internal note about it on the details page of that payment in your MoonClerk dashboard. If you export the data for the... ## Article content If a payment has already been made, you can write an internal note about it on the details page of that payment in your MoonClerk dashboard. If you export the data for the payment, this note will also appear on the spreadsheet. ​ 1) Click on the Payments button in your account's main navigation ​ 2) Click on the payment that you'd like to add a note to ​ 3) Scroll down to find the Internal Note section and click Add Note ​ 4) Type in your internal note ​ 5) Click Create Note ​ 6) You can come back to the Internal Note section at any time to edit or delete this note. ​ ​ # How do I add an internal note to a plan? URL: https://help.moonclerk.com/en/articles/1239925-how-do-i-add-an-internal-note-to-a-plan Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-03-19 If a recurring plan has already been created, you can write an internal note about that plan on the details page of that plan in your MoonClerk dashboard. If you export the data... ## Article content If a recurring plan has already been created, you can write an internal note about that plan on the details page of that plan in your MoonClerk dashboard. If you export the data for the plan, this note will also appear on the spreadsheet. 1) Click on the Plans button in the dashboard main navigation. 2) Click on the recurring plan on which you'd like to write an internal note. 3) Scroll down to find the Internal Note section and click Add Note. 4) Type in your internal note. ​ 5) Click Create Save Note. 6) You can come back to the Internal Note section at any time to edit or delete this note. ​ # How do I add an opt-in checkbox to the checkout with MoonClerk Pro for Mailchimp? URL: https://help.moonclerk.com/en/articles/3790169-how-do-i-add-an-opt-in-checkbox-to-the-checkout-with-moonclerk-pro-for-mailchimp Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-03-01 1) Navigate to the Extensions tab in the MoonClerk dashboard and click on the MoonClerk Pro for Mailchimp extension. 2) In the Form Connections section, click on the form whose... ## Article content 1) Navigate to the Extensions tab in the MoonClerk dashboard and click on the MoonClerk Pro for Mailchimp extension. 2) In the Form Connections section, click on the form whose connection settings you’d like to edit. 3) Click Yes in the Opt-in section. Then, type in your Opt-in message. 4) Click Save. 5) Your payers will now be required to check the opt-in checkbox in order to be added to your Mailchimp Audience list. # How do I add payment form connections to my MoonClerk Pro for Mailchimp extension? URL: https://help.moonclerk.com/en/articles/3658154-how-do-i-add-payment-form-connections-to-my-moonclerk-pro-for-mailchimp-extension Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-03-01 1) Navigate to the Extensions tab in the MoonClerk dashboard and click on the MoonClerk Pro for Mailchimp extension. 2) In the Form Connections section, click the Add Connection... ## Article content 1) Navigate to the Extensions tab in the MoonClerk dashboard and click on the MoonClerk Pro for Mailchimp extension. 2) In the Form Connections section, click the Add Connection button 3) Select the payment for you’d like to connect and choose your setttings 5) Click Save # How do I add the crowdfunding extension in my MoonClerk account? URL: https://help.moonclerk.com/en/articles/3968578-how-do-i-add-the-crowdfunding-extension-in-my-moonclerk-account Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-23 1) Click on the Extensions navigation item. 2) Click on “Crowdfunding” in the “Extensions" navigation item. 3) Click the Add Extension button. 4) Confirm that you would like to... ## Article content 1) Click on the Extensions navigation item. 2) Click on “Crowdfunding” in the “Extensions" navigation item. 3) Click the Add Extension button. 4) Confirm that you would like to add the extension. # How do I add the MoonClerk Pro for Mailchimp extension? URL: https://help.moonclerk.com/en/articles/3651971-how-do-i-add-the-moonclerk-pro-for-mailchimp-extension Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-15 1) Click on the Extensions navigation item. 2) Click on Mailchimp Pro for Mailchimp. 3) Click the Add Extension button. 4) Confirm that you would like to add the extension. ## Article content 1) Click on the Extensions navigation item. 2) Click on Mailchimp Pro for Mailchimp. 3) Click the Add Extension button. 4) Confirm that you would like to add the extension. # How do I adjust a payer's account balance? URL: https://help.moonclerk.com/en/articles/1239901-how-do-i-adjust-a-payer-s-account-balance Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-03-19 1) Sign in to your account. 2) Click on the Plans button in your account's main navigation. 3) Click on the plan you would like to update. 4) Find the Payer Detail section and... ## Article content 1) Sign in to your account. 2) Click on the Plans button in your account's main navigation. 3) Click on the plan you would like to update. 4) Find the Payer Detail section and click on the Edit link. 5) Update the payer's account balance. You can either credit their account or you can create a balance due by debiting their account. To credit their account, enter a negative amount. To debit their account, enter a positive amount. 6) Click the Update button. ​​ # How do I apply a theme to my Payer Portal? URL: https://help.moonclerk.com/en/articles/1239932-how-do-i-apply-a-theme-to-my-payer-portal Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-16 In order to apply a theme to you Payer Portal, you first need to design a theme . To then apply the theme: 1) Click on the Payer Portal option of your Account drop down menu. 2)... ## Article content In order to apply a theme to you Payer Portal, you first need to design a theme . To then apply the theme: 1) Click on the Payer Portal option of your Account drop down menu. 2) In the Theme section, choose the theme you want to apply. 3) Click Save # How do I ask for a shipping address at checkout? URL: https://help.moonclerk.com/en/articles/2271557-how-do-i-ask-for-a-shipping-address-at-checkout Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-19 Have your payers enter a physical shipping address when they check out. ## Article content 1) Create a new payment form (or find the form you would like to edit.) 2) Find the Additional Information section and choose Yes 3) Click the Add Field button. 4) Choose "Address" from the field type dropdown menu. 5) Enter the title of the field, any instructions for the payer, and choose whether the address is required. A key will be automatically filled for you but you can always override with your own key. 6a) If you are using the form to shipping in the United States, you will most likely want to make sure that you are verifying the US address with official USPS addresses. 6b) If you are using the form to ship outside the United States, you will not want to verify US addresses. However, if you would like, you can limit the countries in the country dropdown field of the address section to just the countries you ship to. 7) Save the field by clicking Finish. 8) To save all your changes, be sure to click Save & Finish within the form you have added the Shipping Address to. 9) Now, your Shipping Address will display at checkout with the parameters you have selected. # How do I attach a digital product to a package? URL: https://help.moonclerk.com/en/articles/2835587-how-do-i-attach-a-digital-product-to-a-package Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-09 1) Click on “Extensions” in the main navigation of the dashboard. 2) Click on "Digital Delivery" 3) Click on “Packages” in the navigation. 4) Click on an existing package you’d... ## Article content 1) Click on “Extensions” in the main navigation of the dashboard. 2) Click on "Digital Delivery" 3) Click on “Packages” in the navigation. 4) Click on an existing package you’d like to edit. 5) Scroll to the Digital Products section and click the choose the product or products you’d like to attach You can remove products from a package and re-arrange their order at any time. You can also attach as many products to a package as you’d like. # How do I cancel a recurring plan? URL: https://help.moonclerk.com/en/articles/1239881-how-do-i-cancel-a-recurring-plan Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-16 1) Click on the Plans button in the dashboard main navigation. 2) Click on the recurring plan that you wish to cancel. 3) Click on the Cancel Plan button. 4) Click on the "Yes,... ## Article content 1) Click on the Plans button in the dashboard main navigation. 2) Click on the recurring plan that you wish to cancel. 3) Click on the Cancel Plan button. 4) Click on the "Yes, Cancel This Plan" button to confirm cancelation. # How do I cancel my MoonClerk account? URL: https://help.moonclerk.com/en/articles/1239917-how-do-i-cancel-my-moonclerk-account Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-04 1) Click on the Settings option in you Account drop down menu. 2) Click on the Cancel Your Account section. 3) Verify your password, let us know why you're canceling (optional),... ## Article content 1) Click on the Settings option in you Account drop down menu. 2) Click on the Cancel Your Account section. 3) Verify your password, let us know why you're canceling (optional), and click Permanently Cancel My Account. ​ # How do I change a coupon being used on a payer's existing recurring plan? URL: https://help.moonclerk.com/en/articles/1239909-how-do-i-change-a-coupon-being-used-on-a-payer-s-existing-recurring-plan Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-15 1) Click on the Plans button in your account's main navigation. 2) Click on the recurring plan that you wish to edit. 3) Find the Discount section and click on the Edit link. 4)... ## Article content 1) Click on the Plans button in your account's main navigation. 2) Click on the recurring plan that you wish to edit. 3) Find the Discount section and click on the Edit link. 4) Choose the coupon that you would now like to be used on the payer's plan. ​ 5) Click on the Update button. # How do I change my card information that MoonClerk uses to bill me for my monthly usage? URL: https://help.moonclerk.com/en/articles/1239912-how-do-i-change-my-card-information-that-moonclerk-uses-to-bill-me-for-my-monthly-usage Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-04 1) Click on the Settings option in your Account drop down menu. 2) Click on the Billing Details Section. ​ 3) Click the Update Card button. ​ 4) Enter your updated billing... ## Article content 1) Click on the Settings option in your Account drop down menu. 2) Click on the Billing Details Section. ​ 3) Click the Update Card button. ​ 4) Enter your updated billing information. ​ 5) Click the Update Card button. ​ # How do I change or add a duration or expiration date for a recurring plan? URL: https://help.moonclerk.com/en/articles/1239886-how-do-i-change-or-add-a-duration-or-expiration-date-for-a-recurring-plan Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-03-15 1) Click on the Plans button in the dashboard's main navigation. 2) Click on the recurring plan you wish to edit. 3) Click the Edit Plan link. 4) Enter the date you would like the... ## Article content 1) Click on the Plans button in the dashboard's main navigation. 2) Click on the recurring plan you wish to edit. 3) Click the Edit Plan link. 4) Enter the date you would like the plan to expire on. 5) If your plan is scheduled to charge on the same date as the expiration date, choose whether you'd like to attempt that charge or prevent it. 6) Click Update. # How do I change the amount of a recurring plan after a payer has checked out? URL: https://help.moonclerk.com/en/articles/1239870-how-do-i-change-the-amount-of-a-recurring-plan-after-a-payer-has-checked-out Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-03-20 1) Click on the Recurring Plans button in the dashboard main navigation. 2) Click on the recurring plan whose price / amount you wish to change. 3) Click on the Edit Plan link. 4)... ## Article content 1) Click on the Recurring Plans button in the dashboard main navigation. 2) Click on the recurring plan whose price / amount you wish to change. 3) Click on the Edit Plan link. 4) Enter the new amount at which you would like to have the plan bill. 5) Click Update. # How do I change the colors on a payment form? URL: https://help.moonclerk.com/en/articles/1239887-how-do-i-change-the-colors-on-a-payment-form Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-06 1) Click on the Themes button in your account's main navigation. 2) Click on the + Create Theme button (or click on one of the themes you've already created). 3) Find the Custom... ## Article content 1) Click on the Themes button in your account's main navigation. 2) Click on the + Create Theme button (or click on one of the themes you've already created). 3) Find the Custom Colors section and click Enable. 4) Find the area or text on the form where you would like to change the color. Either copy and paste a color's hex code into the corresponding field or click on the field and choose from the unlimited color palette. 5) Once you've made all of your color selections, click the Save & Finish button. 6) Now, when you create a payment form, you can apply this theme design to the form. # How do I change the day that an active recurring plan is being charged? URL: https://help.moonclerk.com/en/articles/1239875-how-do-i-change-the-day-that-an-active-recurring-plan-is-being-charged Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-03-20 How to change the charge date of a Plan ## Article content 1) Click on the Plans button in the dashboard main navigation. 2) Click on the recurring plan whose recurring day you wish to change. 3) Click on the Edit Plan link. 4) In the Next Invoice Date field, enter the new day on which you would like the plan to recur. Keep in mind that if there is already an invoice on the plan whose payments are failing, we will try to pay that invoice until all attempts are exhausted. If you change the Next Invoice Date in the meantime, you may double charge the payer . 5) Click Update. Note that if the new recurring day is not the current day, the status of the plan will change to Pending. The plan will show as Active once the next payment processes. # How do I change the fonts on a payment form? URL: https://help.moonclerk.com/en/articles/1239889-how-do-i-change-the-fonts-on-a-payment-form Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-06 1) Click on the Themes button in your account's main navigation. 2) Click on the + Create Theme button (or click on one of the themes you've already created). 3) Find the Custom... ## Article content 1) Click on the Themes button in your account's main navigation. 2) Click on the + Create Theme button (or click on one of the themes you've already created). 3) Find the Custom Fonts section and click Yes for Enable fonts. 4) Find the text area whose fonts / typography you'd like to change. Choose from the fonts in the drop down menu. 5) Once you've made all of your font selections, click the Save & Finish button. 6) Now, when you create or edit a payment form, you can apply this theme design to the form. # How do I change the frequency on a recurring plan? URL: https://help.moonclerk.com/en/articles/1239950-how-do-i-change-the-frequency-on-a-recurring-plan Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-03-15 1) Click on the Plans button in the dashboard main navigation. 2) Click on the recurring plan whose frequency you wish to change. 3) Click on the Edit Plan link. 4) Choose the new... ## Article content 1) Click on the Plans button in the dashboard main navigation. 2) Click on the recurring plan whose frequency you wish to change. 3) Click on the Edit Plan link. 4) Choose the new Frequency. 5) Click Update. ​ # How do I change the Mailchimp account connected to my MoonClerk Pro for Mailchimp extension? URL: https://help.moonclerk.com/en/articles/3655081-how-do-i-change-the-mailchimp-account-connected-to-my-moonclerk-pro-for-mailchimp-extension Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-20 Warning: Changing your current Mailchimp account means payers who have been added to your current Mailchimp account will no longer be synced with MoonClerk. 1) Navigate to the... ## Article content Warning: Changing your current Mailchimp account means payers who have been added to your current Mailchimp account will no longer be synced with MoonClerk. 1) Navigate to the Extensions tab in your MoonClerk dashboard and click the MoonClerk Pro for Mailchimp extension. 2) Scroll to the bottom of the page and click the “Change Mailchimp Account” button. 3) Click “Change Account” in the warning box. 4) Enter the credentials for the Mailchimp account you want to change to and click “Log In." # How do I change the Mailchimp Audience list connected to my MoonClerk Pro for Mailchimp extension? URL: https://help.moonclerk.com/en/articles/3655093-how-do-i-change-the-mailchimp-audience-list-connected-to-my-moonclerk-pro-for-mailchimp-extension Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-03-01 Warning: Changing your current connected Mailchimp Audience means payers who have been added to your current Audience will no longer by synced with MoonClerk. 1) Navigate to the... ## Article content Warning: Changing your current connected Mailchimp Audience means payers who have been added to your current Audience will no longer by synced with MoonClerk. 1) Navigate to the Extensions tab in your MoonClerk dashboard and choose the MoonClerk Pro for Mailchimp extension. 2) In the Mailchimp Audience section, click “Edit" 4) Click “Change Audience” in the warning box. 5) Select a different Audience list. 6) Click Save. # How do I change the role of a team member on my MoonClerk account? URL: https://help.moonclerk.com/en/articles/2434849-how-do-i-change-the-role-of-a-team-member-on-my-moonclerk-account Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-09 Note: You will only be able to edit/invite team members if you are an Admin or the Owner of your MoonClerk account. 1) Click on the Settings option in your Account drop down menu.... ## Article content Note: You will only be able to edit/invite team members if you are an Admin or the Owner of your MoonClerk account. 1) Click on the Settings option in your Account drop down menu. 2) Click on the Team option. 3) Click on the active team member whose information you’d like to edit. 4) Click the “Edit” icon. 6) Change the team member’s role. 7) Click the Save button. # How do I change the start date for an existing recurring plan before it has started billing? URL: https://help.moonclerk.com/en/articles/1239895-how-do-i-change-the-start-date-for-an-existing-recurring-plan-before-it-has-started-billing Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-16 1) Click on the Plans button in the dashboard's main navigation. 2) Click on the recurring plan you wish to edit. 3) Click the Edit link on the Plan section. 4) Enter your desired... ## Article content 1) Click on the Plans button in the dashboard's main navigation. 2) Click on the recurring plan you wish to edit. 3) Click the Edit link on the Plan section. 4) Enter your desired start date in the Next Payment Attempt field. 5) Click Update. # How do I change the time zone for my MoonClerk account? URL: https://help.moonclerk.com/en/articles/1239841-how-do-i-change-the-time-zone-for-my-moonclerk-account Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-04 1) Click Settings option from the Account drop down menu. 2) Click on Account Details. 3) Choose your timezone from the Timezone drop down menu. 4) Click Save. ## Article content 1) Click Settings option from the Account drop down menu. 2) Click on Account Details. 3) Choose your timezone from the Timezone drop down menu. 4) Click Save. # How do I charge a one-off payment to a payer who has a recurring plan? URL: https://help.moonclerk.com/en/articles/1239899-how-do-i-charge-a-one-off-payment-to-a-payer-who-has-a-recurring-plan Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-14 If payers have signed up for a recurring plan, you already have their payment information stored in MoonClerk. This means that if you need to, you can manually charge them for an... ## Article content If payers have signed up for a recurring plan, you already have their payment information stored in MoonClerk. This means that if you need to, you can manually charge them for an immediate one-off payment and you can do so without having the payer go through the checkout process again. For example, imagine you run a lawn care service and one of your payers has a normal recurring plan for your service for $200 per month. One day, this payer asks you to do extra mulch work that costs $100. You can log in to your MoonClerk account and charge them that $100 and it will immediately charge them. In order to do so: 1) Click on Plans in the dashboard main navigation ​ 2) Find the recurring plan for the payer to whom you'd like to add this extra charge. Click on that recurring plan. ​ 3) Find the Recent Payments section and click on the Create Payment button. ​ 4) Enter the amount that you'd like to immediately charge to them. ​ 5) If you'd like, you can enter an internal note that describes this payment. 6)Click the Charge button. ​ 7) If you have the Payment Successful notification enabled, then we will fire off an automatic email payment receipt to the payer. # How do I charge an up-front, one-time amount on a recurring plan? URL: https://help.moonclerk.com/en/articles/1239914-how-do-i-charge-an-up-front-one-time-amount-on-a-recurring-plan Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-15 When you set up a recurring plan, you can charge an initial, one-time, up-front amount (for example a deposit on a rental unit) and then charge a different amount that recurs. In... ## Article content When you set up a recurring plan, you can charge an initial, one-time, up-front amount (for example a deposit on a rental unit) and then charge a different amount that recurs. In order to add an up-front amount: 1) Create a new payment form (or find the form you'd like to edit) 2) As you're creating or editing your payment form, find the Frequency section and choose Recurring. ​ 3) Choose Yes to the question, "Include an upfront one-time amount?" 4) Enter the Amount and a description for the Upfront Amount. If are setting up recurring checkouts with delayed starts (for example, there is a trial period), you can choose whether you'd like the Upfront amount to be charged as soon as the payer checks out or when the plan starts. ​ If plan starts immediately, upfront amount will be charged immediately regardless of selection. 5) Once you've finished editing or creating your payment form, click Save or Save & Finish. ​ # How do I check my connection to Stripe? URL: https://help.moonclerk.com/en/articles/5345371-how-do-i-check-my-connection-to-stripe Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-17 How to verify your Stripe account is connected and view basic information about your Stripe account. ## Article content 1) In the main navigation of your MoonClerk dashboard, click on the Account dropdown menu and select “Settings”. 2) On the Settings page, click on the “Stripe Connection” section. 3) On this page, you can see the basic information for the Stripe account connected to your MoonClerk account. # How do I check the progress towards the goal of a specific crowdfunding campaign? URL: https://help.moonclerk.com/en/articles/3968596-how-do-i-check-the-progress-towards-the-goal-of-a-specific-crowdfunding-campaign Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-23 1) Navigate to the “Crowdfunding" option in the Extension section of the main navigation. 2) Find the campaign whose progress you’d like to see. You can get a quick view right... ## Article content 1) Navigate to the “Crowdfunding" option in the Extension section of the main navigation. 2) Find the campaign whose progress you’d like to see. You can get a quick view right there of your progress towards your goal. 3) If you’d like to see a better display of your progress, the best option is to actually view your public crowdfunding campaign . There you’ll see your progress as a percentage of your goal. # How do I close an unpaid invoice? URL: https://help.moonclerk.com/en/articles/1239928-how-do-i-close-an-unpaid-invoice Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-16 If you have a Recurring Plan with an unpaid invoice, you can close that invoice manually. That will prevent the system from attempting to automatically pay the invoice in the... ## Article content If you have a Recurring Plan with an unpaid invoice, you can close that invoice manually. That will prevent the system from attempting to automatically pay the invoice in the future. To close the invoice: 1) Click on the Plans button in your account’s main navigation. 2) Click on the Recurring Plan whose unpaid invoice you wish to close. 3) Scroll to the Invoice section and click on the unpaid invoice you wish to close. ​ 4) Click on the Close button. ​ # How do I connect a MoonClerk payment form to a crowdfunding campaign? URL: https://help.moonclerk.com/en/articles/3968603-how-do-i-connect-a-moonclerk-payment-form-to-a-crowdfunding-campaign Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-23 1) Create a campaign 2) In the campaign creation process, you’ll see the section to connect a MoonClerk payment form. Click the dropdown menu, type the name of the MoonClerk... ## Article content 1) Create a campaign 2) In the campaign creation process, you’ll see the section to connect a MoonClerk payment form. Click the dropdown menu, type the name of the MoonClerk payment form you’d like to connect and choose it from the drop-down menu. 3) Complete the campaign creation process and click the “Save” button. # How do I connect a package to a MoonClerk payment form? URL: https://help.moonclerk.com/en/articles/2802579-how-do-i-connect-a-package-to-a-moonclerk-payment-form Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-20 If you have already created a package and disconnected a form from it, you can connect a form back to it. 1) Click on “Extensions” in the main navigation of the dashboard. 2)... ## Article content If you have already created a package and disconnected a form from it, you can connect a form back to it. 1) Click on “Extensions” in the main navigation of the dashboard. 2) Click on "Digital Delivery" 3) Click on Packages. 4) Click on the unconnected Package you’d like to connect to a payment form. 5) Scroll to the Form Connections section and choose a form to connect. # How do I create a coupon code? URL: https://help.moonclerk.com/en/articles/1239871-how-do-i-create-a-coupon-code Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-14 1) Click on the Coupons button in your account's main navigation. 2) Click on the Create Coupon button. 3) Make your choices regarding the coupon and then click on the Save... ## Article content 1) Click on the Coupons button in your account's main navigation. 2) Click on the Create Coupon button. 3) Make your choices regarding the coupon and then click on the Save button. (Keep in mind that coupon codes are case sensitive). 4) Now, if you give this coupon code to a payer and if you've enabled coupon codes to be used on a payment form, the payer will be able to apply this coupon code during checkout. # How do I create a crowdfunding campaign? URL: https://help.moonclerk.com/en/articles/3968583-how-do-i-create-a-crowdfunding-campaign Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-23 1) Click on the “Crowdfunding" option in the Extensions section of the main navigation. 2) Click the "Create Campaign" button. 3) Name and describe your campaign, set your... ## Article content 1) Click on the “Crowdfunding" option in the Extensions section of the main navigation. 2) Click the "Create Campaign" button. 3) Name and describe your campaign, set your crowdfunding campaign parameters, connect a payment form, and design the campaign. 4) Click “Save" # How do I create a package? URL: https://help.moonclerk.com/en/articles/2835582-how-do-i-create-a-package Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-09 If you have already added digital products , you can begin creating a package. 1) Click on “Extensions” in the main navigation of the dashboard. 2) Click on "Digital Delivery" 3)... ## Article content If you have already added digital products , you can begin creating a package. 1) Click on “Extensions” in the main navigation of the dashboard. 2) Click on "Digital Delivery" 3) Click on “Packages” 4) Click on the “Create Package” button. 5) Give your Package a name, an optional description, choose an accent color, and upload an optional header image. 6) Click Next Step. 7) Choose Products to attach to the Package. 8) Click Next Step. 9) Choose a Payment Form to Connect the Package to. 10) Click Finish Creating Package. You can preview what your package will look like to payers. # How do I create a payment form? URL: https://help.moonclerk.com/en/articles/1239746-how-do-i-create-a-payment-form Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-15 1) Sign in to your account. 2) Once you've chosen your settings, click the Create Form button. The minimum required settings are: Form Title, Amount, and Frequency (will default... ## Article content 1) Sign in to your account. 2) Once you've chosen your settings, click the Create Form button. The minimum required settings are: Form Title, Amount, and Frequency (will default to One Time). # How do I create multiple-period coupons for recurring plans that are not monthly? URL: https://help.moonclerk.com/en/articles/1239878-how-do-i-create-multiple-period-coupons-for-recurring-plans-that-are-not-monthly Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-09-16 The "Number of Months" field for the duration of a recurring coupon determines how long a coupon will remain in force once a payer checks out. For example, if a payer checks out... ## Article content The "Number of Months" field for the duration of a recurring coupon determines how long a coupon will remain in force once a payer checks out. For example, if a payer checks out on January 5th and the duration in months is set to 3, the coupon will affect the plan through April, 5th. This is true is regardless of whether the plan is set up to recur monthly, quarterly, or annually. Coupon duration periods are applied at the time of checkout, not at the time a plan starts. Here are some example of how multi-month coupons would affect different types of plans: For quarterly plans, assuming the plan starts at the time of checkout, you would multiply the number of quarters for which you wish to give the discount by 3. So, if you would like to give a coupon for 50% off the first 2 quarters, you would create a 6 month coupon (2 quarters x 3 months.) Keep in mind that if the recurring plan does not start immediately, you may need to multiply the number of quarters by 4. For annual plans, assuming the plan starts at the time of checkout, you would multiply the number of years you wish to give the discount by 12. So, if you would like to give a coupon for 50% off the first 2 years, you would create a 24 month coupon (2 years x 12 months.) Keep in mind that if the recurring plan does not start immediately, you may need to multiple the number of years by more than 12 (depending on when the plan starts.) # How do I customize the email notifications that are sent to my payers? URL: https://help.moonclerk.com/en/articles/1239805-how-do-i-customize-the-email-notifications-that-are-sent-to-my-payers Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-05 MoonClerk uses Liquid Templating (which is similar to mail merge) to allow you to customize notification emails. ​ To customize any of the notification emails that MoonClerk sends... ## Article content MoonClerk uses Liquid Templating (which is similar to mail merge) to allow you to customize notification emails. ​ To customize any of the notification emails that MoonClerk sends to your payers: 1) Click on the Account drop down button in your account's main navigation. ​ 2) Click on the Notifications option. ​ 3) Find the "Sent to the Payer" section and click on the email you'd like to customize. ​ 4) Click the Customize Template option. ​ 5) If you'd like to customize the subject of the email, simply enter your changes into the subject field. ​ 6) If you'd like to customize the body of the email enter your changed into the body field. ​ 7) Type in your changes in the Template Editor. To save your changes as you go, click save. 8) Once done, click Save & Finish. # How do I customize the email notifications that MoonClerk sends me? URL: https://help.moonclerk.com/en/articles/1239894-how-do-i-customize-the-email-notifications-that-moonclerk-sends-me Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-05 MoonClerk uses Liquid Templating (which is similar to mail merge) to allow you to customize notification emails. To customize any of the notification emails that MoonClerk sends... ## Article content MoonClerk uses Liquid Templating (which is similar to mail merge) to allow you to customize notification emails. To customize any of the notification emails that MoonClerk sends you: 1) Click on the Account drop down button in your account's main navigation. ​ 2) Click on the Notifications option.​ 3) Scroll down to the "Sent to Your MoonClerk Account" section and click on the notification you'd like to customize. ​ 4) Click the Customize Template option. ​5) If you'd like to customize the subject of the email, simply enter your changes into the subject field. 6) If you'd like to customize the body of the email, simply enter your changes into the body field. 7) Type in your changes. To save as you go, click Save. ​ 8) Once done, click Save & Finish. ​ # How do I deactivate a team member on my MoonClerk account? URL: https://help.moonclerk.com/en/articles/2434845-how-do-i-deactivate-a-team-member-on-my-moonclerk-account Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-09 Revoke access to users (team members) of your MoonClerk account ## Article content Note: You will only be able to deactivate team members if you are an Admin or the Owner of your MoonClerk account. 1) Click on the Settings option of the Account drop down menu in your account's main navigation. 2) Click on the Team option. 3) Click on the team member whose access you would like to revoke. 4) Click the “Deactivate” button. 5) Click “Deactivate User” to confirm. # How do I delete a digital product? URL: https://help.moonclerk.com/en/articles/2835589-how-do-i-delete-a-digital-product Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-09 Note: You can only delete a digital product if it is not attached to a package. You can remove a digital product from a package at any time. ​ 1) Click on “Extensions” in the main... ## Article content Note: You can only delete a digital product if it is not attached to a package. You can remove a digital product from a package at any time. ​ 1) Click on “Extensions” in the main navigation of the dashboard. 2) Click on "Digital Delivery" 3) Click on “Products” 4) Click on the product you’d like to remove. 5) Scroll to the bottom and click the “Delete Product” button. 6) Click the “Delete” button to confirm. # How do I delete a package? URL: https://help.moonclerk.com/en/articles/2835593-how-do-i-delete-a-package Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-23 Packages can only be deleted if there have been no orders associated with them. To delete a package: 1) Click on “Extensions” in the main navigation of the dashboard. 2) Click on... ## Article content Packages can only be deleted if there have been no orders associated with them. To delete a package: 1) Click on “Extensions” in the main navigation of the dashboard. 2) Click on "Digital Delivery" 3) Click on “Packages" 4) Find the Package you’d like to delete. 5) Scroll to the bottom and click the “Delete Package” button. 6) Click “Delete” to confirm. # How do I delete a payment form? URL: https://help.moonclerk.com/en/articles/1239902-how-do-i-delete-a-payment-form Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-15 Note: You can only delete forms that have no checkouts and/or plans attached to them. All other forms are permanent so that both you and MoonClerk have records of all payments... ## Article content Note: You can only delete forms that have no checkouts and/or plans attached to them. All other forms are permanent so that both you and MoonClerk have records of all payments made on your account. However you can disable forms and hide them . To delete a form that has no payments and/or plans attached to it: 1) Click on the Forms button in your account's main navigation. 2) Click on the form you'd like to delete. 3) Click on the Edit button. 4) Click on the "Delete this form" link below the "Update Form" button. 5) Click OK to confirm that you'd like to delete the form. ​ # How do I delete a Terms of Service file? URL: https://help.moonclerk.com/en/articles/4394404-how-do-i-delete-a-terms-of-service-file Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-09 Please note that you can only delete a Terms of Service file if it is not currently connected to a payment form and if it has not had any successful checkouts attached to it. 1)... ## Article content Please note that you can only delete a Terms of Service file if it is not currently connected to a payment form and if it has not had any successful checkouts attached to it. 1) Click on Settings in the Account dropdown menu. 2) Click on Manage Terms of Service. 3) Click on the Terms of Service you want to remove. 4) Click Delete Terms of Service. 5) Click Delete to confirm. # How do I delete a theme? URL: https://help.moonclerk.com/en/articles/1239900-how-do-i-delete-a-theme Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-07 Keep in mind that you can only delete themes that are not currently applied to a payment form. 1) Click on the Themes button in your account's main navigation. 2) Click on the... ## Article content Keep in mind that you can only delete themes that are not currently applied to a payment form. 1) Click on the Themes button in your account's main navigation. 2) Click on the theme you'd like to delete. 3) Scroll to the bottom of the Theme's settings until you see the "Delete Theme" button and click it. 4) Click Delete on the modal that pops up to confirm that you'd like to delete the theme. # How do I design themes? URL: https://help.moonclerk.com/en/articles/1239759-how-do-i-design-themes Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-07 Customize the look, feel, and over all design of your Form. ## Article content 1) Click on the Themes button in your account's main navigation. 2) Click on the Create New Theme button. 3) Make your design decisions. When you are finished, click on the Save & Finish button. 4) Now, when you create a payment form , you can apply this theme design to the form ​ # How do I disable a checkout after a certain date? URL: https://help.moonclerk.com/en/articles/1239946-how-do-i-disable-a-checkout-after-a-certain-date Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-20 1) Create a new form (or find the form you would like to edit.) 2) Find the Limit Checkouts section and choose Yes to the question “Limit checkouts on this form?” ​ 3) Click in... ## Article content 1) Create a new form (or find the form you would like to edit.) 2) Find the Limit Checkouts section and choose Yes to the question “Limit checkouts on this form?” ​ 3) Click in the Disable Checkout On section and choose a date in the future. 4) Click the Save & Finish button. 5) Your form will be disabled at the very beginning of the day you chose (midnight.) Payers will not be able to check out on the form on the date or any time after it. You can always return and re-enable the form by choosing another date in the future. # How do I disable Two-Factor Authentication URL: https://help.moonclerk.com/en/articles/6116769-how-do-i-disable-two-factor-authentication Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-09 If you have enabled two-factor authentication for your sign-in and want to turn it off: 1) Click on "Settings” in the Account drop down button in your account's main navigation.... ## Article content If you have enabled two-factor authentication for your sign-in and want to turn it off: 1) Click on "Settings” in the Account drop down button in your account's main navigation. 2) Click on the Two-Factor Authentication section. 3) Click the “Disable Two-Factor Authentication” button. 4) Enter your current MoonClerk password to confirm the change and click the “Disable” button. # How do I display a confirmation message after a payer checks out? URL: https://help.moonclerk.com/en/articles/1239867-how-do-i-display-a-confirmation-message-after-a-payer-checks-out Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-20 1) Create a new payment form (or find the form you would like to edit.) 2) Navigate to the Confirmation Action section and choose "Display a Message" 3) Enter your confirmation... ## Article content 1) Create a new payment form (or find the form you would like to edit.) 2) Navigate to the Confirmation Action section and choose "Display a Message" 3) Enter your confirmation message. Keep in mind that we automatically display the checkout amount and a header message that reads "Approved." 4) Click on the Save & Finish button. # How do I display a custom message when a checkout is disabled? URL: https://help.moonclerk.com/en/articles/8977216-how-do-i-display-a-custom-message-when-a-checkout-is-disabled Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-20 Checkouts can be disabled because the form has reached the limit you set on the number of successful checkouts or because the form is past the date you set for it to be disabled.... ## Article content Checkouts can be disabled because the form has reached the limit you set on the number of successful checkouts or because the form is past the date you set for it to be disabled. You can choose to display a custom message that your payers will see if they go to the checkout after it has become disabled. 1) Create a new form (or find the form you want to add a message to.) 2) Scroll to the Limit Checkouts section and click "Customize" 3) Type the message you would like to display. By default, we display "Checkout Unavailable" as the header and "This checkout is no longer available" under the header. 4) Click "Save" or "Save & Finish" # How do I download my payment data in a CSV or Excel file? URL: https://help.moonclerk.com/en/articles/1239903-how-do-i-download-my-payment-data-in-a-csv-or-excel-file Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-14 1) Click on the Payments button in your MoonClerk Dashboard. 2) If you’d like to run filters on the Payments so you don’t export all of them, you can make your filter choices... ## Article content 1) Click on the Payments button in your MoonClerk Dashboard. 2) If you’d like to run filters on the Payments so you don’t export all of them, you can make your filter choices first. The export will respect the filtering choices you’ve made. 3) Once you are ready to export, click the Export button. 4) You'll then have the option to Export or you can Cancel the request. # How do I download my recurring plan data in a CSV or Excel file? URL: https://help.moonclerk.com/en/articles/1239904-how-do-i-download-my-recurring-plan-data-in-a-csv-or-excel-file Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-16 1) Click on the Plans button in your MoonClerk Dashboard 2) If you’d like to run filters on the Plans so you don’t export all of them, you can make your filter choices first. The... ## Article content 1) Click on the Plans button in your MoonClerk Dashboard 2) If you’d like to run filters on the Plans so you don’t export all of them, you can make your filter choices first. The export will respect the filtering choices you’ve made. 3) Once you are ready to export, click the Export button. 4) Click on the Export button. ​ # How do I duplicate a coupon? URL: https://help.moonclerk.com/en/articles/2985636-how-do-i-duplicate-a-coupon Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-14 1) Click on the Coupons button in your account's main navigation. 2) Click on the Coupon you’d like to duplicate. 3) Click the “Duplicate” button. 4) You cannot use the same... ## Article content 1) Click on the Coupons button in your account's main navigation. 2) Click on the Coupon you’d like to duplicate. 3) Click the “Duplicate” button. 4) You cannot use the same coupon code name so you will need to type the name of the new coupon (the settings for the coupon you want to duplicate will remain the same). 5) Click Save. # How do I duplicate or clone an existing payment form? URL: https://help.moonclerk.com/en/articles/1239879-how-do-i-duplicate-or-clone-an-existing-payment-form Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-15 1) Sign in to your account 2) Click on the Forms button in your account's main navigation. 3) Find the form you wish to duplicate and click on the vertical ellipsis. 4) Click on... ## Article content 1) Sign in to your account 2) Click on the Forms button in your account's main navigation. 3) Find the form you wish to duplicate and click on the vertical ellipsis. 4) Click on the Duplicate option in the drop down menu. 5) The Form is now duplicated with a time stamp in the title that can be removed or edited. # How do I edit a digital product I've already added? URL: https://help.moonclerk.com/en/articles/2835588-how-do-i-edit-a-digital-product-i-ve-already-added Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-20 1) Click on “Extensions” in the main navigation of the dashboard. 2) Click on "Digital Delivery" 3) Click on “Products” 4) Click on the Product you wish to edit. 5) Click the... ## Article content 1) Click on “Extensions” in the main navigation of the dashboard. 2) Click on "Digital Delivery" 3) Click on “Products” 4) Click on the Product you wish to edit. 5) Click the “Edit” button. 6) You can change the name of the product, change the description, and even add a completely different file. 7) Click “Save" # How do I edit a package I've already created? URL: https://help.moonclerk.com/en/articles/2802583-how-do-i-edit-a-package-i-ve-already-created Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-08 1) Click on “Extensions” in the main navigation of the dashboard. 2) Click on "Digital Delivery" 3) Click on “Packages” 4) Click on the package you’d like to edit. 5) Click the... ## Article content 1) Click on “Extensions” in the main navigation of the dashboard. 2) Click on "Digital Delivery" 3) Click on “Packages” 4) Click on the package you’d like to edit. 5) Click the “Edit” button. 6) Make your edits. 7) Click the “Save” button. # How do I edit an already created crowdfunding offline payment that didn't come from a MoonClerk checkout? URL: https://help.moonclerk.com/en/articles/3968593-how-do-i-edit-an-already-created-crowdfunding-offline-payment-that-didn-t-come-from-a-moonclerk-checkout Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-23 1) Navigate to the “Crowdfunding" option in the Extension section of the main navigation. 2) Click on the correct campaign. 3) Scroll down to the “Recent Offline Payments” section... ## Article content 1) Navigate to the “Crowdfunding" option in the Extension section of the main navigation. 2) Click on the correct campaign. 3) Scroll down to the “Recent Offline Payments” section and click on the offline payment you’d like to edit. 4) Click the “Edit” icon. 5) Make your edits and click the Save button. ​ # How do I edit an existing crowdfunding campaign? URL: https://help.moonclerk.com/en/articles/3968590-how-do-i-edit-an-existing-crowdfunding-campaign Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-11-08 1) Navigate to the “Crowdfunding" option in the Extension section of the main navigation. 2) Click on the campaign you’d like to edit 3) Click the “Edit” icon 4) Make your changes... ## Article content 1) Navigate to the “Crowdfunding" option in the Extension section of the main navigation. 2) Click on the campaign you’d like to edit 3) Click the “Edit” icon 4) Make your changes and click the “Save” button # How do I edit an existing payment form? URL: https://help.moonclerk.com/en/articles/1239756-how-do-i-edit-an-existing-payment-form Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-15 Keep in mind that editing a form with existing payments or recurring plans associated will not affect those already existing payments or plans. 1) Click on the Forms button in... ## Article content Keep in mind that editing a form with existing payments or recurring plans associated will not affect those already existing payments or plans. 1) Click on the Forms button in your account's main navigation. ​ 2) Click on the form you'd like to edit. ​ 3) Click the Edit button. 4) After you've made your changes, click on the Save & Finish button. All changes will be immediate and there is no need to update your Form's links or embed codes. # How do I edit or change the amount I have listed on a payment form? URL: https://help.moonclerk.com/en/articles/3991732-how-do-i-edit-or-change-the-amount-i-have-listed-on-a-payment-form Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-15 Note: Keep in mind that changing the amount listed on a payment form will only affect future checkouts and will not affect the amount of anyone who has already checked out on the... ## Article content Note: Keep in mind that changing the amount listed on a payment form will only affect future checkouts and will not affect the amount of anyone who has already checked out on the form. 1) Click to edit the payment form. 2) Scroll to the Amount section of the form. You will first need to add a new amount to the form before deleting the old amount. So, click the “Add Amount” button. 3) Enter your new amount or amounts. 4) Click the trash can icon to remove the amount you’d like to delete. 5) Save the form with your new amount. # How do I edit the custom information a payer on a recurring plan has entered? URL: https://help.moonclerk.com/en/articles/1239913-how-do-i-edit-the-custom-information-a-payer-on-a-recurring-plan-has-entered Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-16 1) Sign in to your account 2) Click on the Plans button in your account's main navigation. 3) Click on the plan you would like to update. 4) Find the Additional Information... ## Article content 1) Sign in to your account 2) Click on the Plans button in your account's main navigation. 3) Click on the plan you would like to update. 4) Find the Additional Information section and click on the Edit icon for the custom field response you'd like to update. 5) Make the changes you would like to see. 6) Click the Update button. ​ # How do I edit the custom information on a payment? URL: https://help.moonclerk.com/en/articles/1239941-how-do-i-edit-the-custom-information-on-a-payment Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-14 1) Sign in to your account 2) Click on the Payments button in your account's main navigation 3) Click on the payment you would like to update. 4) Find the Additional Information... ## Article content 1) Sign in to your account 2) Click on the Payments button in your account's main navigation 3) Click on the payment you would like to update. 4) Find the Additional Information section and click on the Edit button for the custom field response you'd like to update. 5) Make the changes you would like to see. 6) Click the Save button. # How do I embed one of my payment forms inside my website? URL: https://help.moonclerk.com/en/articles/1239752-how-do-i-embed-one-of-my-payment-forms-inside-my-website Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-18 Embedding a form on your website allows payers to complete the checkout process without ever having to leave your site. Before embedding a payment form on your website, please... ## Article content Embedding a form on your website allows payers to complete the checkout process without ever having to leave your site. Before embedding a payment form on your website, please keep in mind the following information: ​ a) The checkout process is still completely SSL secure and PCI compliant. We still handle all of the security issues even though the checkout process is embedded in your site. However, the SSL padlock icon will not display on your address bar of your webpage unless that page is also SSL secure. ​ b) If a payer is using an older browser (such as Internet Explorer 7,) the checkout will not be embedded on your site. Instead, MoonClerk will display a link to the payment form so that the payer can still check out. ​ c) If you have uploaded an logo/image to the theme the form is using, we do not display that image in the embed. In addition, the page background color is set to transparent and the exterior borders of the form are removed. ​ d) When the form is embedded, it expands to 100% of the width of the containing element. The minimum width for the containing element should be no less than 320 pixels. To edit the width of the embedded form, find the word "width" in the embed code we provide and adjust the pixel count that is listed after the colon. ​ To embed a form on your website: ​ 1) Click on the Forms button in the dashboard main navigation. ​ 2) Click on the form you'd like to use/share access to. ​ 3) Click on the Use button. 4) Copy the code in the Javascript Embed Code section. ​ 5) Paste the embed code into the code section of your website editor. # How do I enable coupon codes to be used on a payment form? URL: https://help.moonclerk.com/en/articles/1239866-how-do-i-enable-coupon-codes-to-be-used-on-a-payment-form Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-15 While you are creating a new payment form or editing an existing one , you will have the option to enable coupons to be used. First, find the Coupons section. Then, click Yes to... ## Article content While you are creating a new payment form or editing an existing one , you will have the option to enable coupons to be used. First, find the Coupons section. Then, click Yes to the question "Enable coupons?" Now, when a payer is checking out, they will have the option of applying a coupon code . ​ # How do I enable or disable the email notifications that are sent to my payers? URL: https://help.moonclerk.com/en/articles/1239905-how-do-i-enable-or-disable-the-email-notifications-that-are-sent-to-my-payers Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-05 1) Click on the Account drop down button in your account's main navigation. 2) Click on the Notifications option. ​ 3) Find the "Sent to Payer" section and click "On" or "Off" on... ## Article content 1) Click on the Account drop down button in your account's main navigation. 2) Click on the Notifications option. ​ 3) Find the "Sent to Payer" section and click "On" or "Off" on the email you'd like to enable or disable. # How do I enable or disable the email notifications that MoonClerk sends to me? URL: https://help.moonclerk.com/en/articles/1239840-how-do-i-enable-or-disable-the-email-notifications-that-moonclerk-sends-to-me Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-05 1) Click on the Account drop down button in your account's main navigation. 2) Click on the Notifications option. 3) Scroll down to the "Sent to Your MoonClerk Account" section... ## Article content 1) Click on the Account drop down button in your account's main navigation. 2) Click on the Notifications option. 3) Scroll down to the "Sent to Your MoonClerk Account" section and click "On" or "Off" on the notification you'd like to enable or disable. # How do I enable the digital delivery extension in my MoonClerk account? URL: https://help.moonclerk.com/en/articles/2810231-how-do-i-enable-the-digital-delivery-extension-in-my-moonclerk-account Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-20 1) Click on the “Extensions" navigation item in the dashboard. 2) Click on the "Digital Delivery" extension" 3) Click the “Add Extension" Button. 4) Click to confirm that you want... ## Article content 1) Click on the “Extensions" navigation item in the dashboard. 2) Click on the "Digital Delivery" extension" 3) Click the “Add Extension" Button. 4) Click to confirm that you want to add the extension to your account. If your account is active, once you’ve completed these steps, you can begin selling digital products . # How do I enable Two-Factor Authentication for my MoonClerk sign-in? URL: https://help.moonclerk.com/en/articles/6116718-how-do-i-enable-two-factor-authentication-for-my-moonclerk-sign-in Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-09 Adding 2FA security feature to your account ## Article content For additional security, you can add Two-Factor Authentication (2FA) to your MoonClerk sign-in in. 1) Click on the “Settings” option in your Account drop down button in your account's main navigation. 2) Click on the Two-Factor Authentication Section. 3) Choose which method of two-factor authentication you would like to use. You can choose to receive a code via SMS tex or you can choose to use an Authenticator App (such as Google Authenticator). If you chose SMS text messages: 1) Enter your phone number and click “Send Code" 2) Enter the code that was texted to you, enter your current password to confirm the change, and click the “Enable” button. 3) Two-Factor Authentication is now enabled for your account. Be sure to save the Backup code in case you lose access to your phone. If you chose an authenticator app: 1) Open your authenticator app and scan the QR code. 2) Follow the instructions in your authenticator app. Enter the code found in your authenticator app, enter your current password for your MoonClerk account, and click the “Enable” button. 3) Two-Factor Authentication is now enabled for your account. Be sure to save the Backup code in case you lose access to your authenticator app. # How do I filter coupons? URL: https://help.moonclerk.com/en/articles/3297457-how-do-i-filter-coupons Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-14 1) Click on the Payments button in your MoonClerk dashboard. 2) Click on the Filter button. 3) Make your Filtering choices and then click the Filter button. 4) You can now view... ## Article content 1) Click on the Payments button in your MoonClerk dashboard. 2) Click on the Filter button. 3) Make your Filtering choices and then click the Filter button. 4) You can now view your filtered coupons as well as which filters you've applied. If you would like to clear the filters, you can click on the "x" in the container that lists your filters. At any time you can click the Filter button again and filter by different choices. # How do I filter payments? URL: https://help.moonclerk.com/en/articles/1239915-how-do-i-filter-payments Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-14 1) Click on the Payments button in your MoonClerk dashboard. 2) Click on the Filter button. 3) Make your Filtering choices and then click Filter. ​ 4) You can now view your... ## Article content 1) Click on the Payments button in your MoonClerk dashboard. 2) Click on the Filter button. 3) Make your Filtering choices and then click Filter. ​ 4) You can now view your filtered payments as well as which filters you've applied. If you would like to clear the filters, you can click on the "x" in the container that lists your filters. At any time you can click the Filter button again and filter by different choices. ​ # How do I filter plans? URL: https://help.moonclerk.com/en/articles/1239916-how-do-i-filter-plans Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-09 1) Click on the Plans button in your MoonClerk dashboard. 2) Click on the Filter button. 3) Make your Filtering choices and then click Filter. 4) You can now view your filtered... ## Article content 1) Click on the Plans button in your MoonClerk dashboard. 2) Click on the Filter button. 3) Make your Filtering choices and then click Filter. 4) You can now view your filtered plans as well as which filters you've applied. If you would like to clear the filters, you can click on the "x" in the container that lists your filters. At any time you can click the Filter button again and filter by different choices. ​ # How do I find the link to my account’s Payer Portal Sign-in page? URL: https://help.moonclerk.com/en/articles/1239933-how-do-i-find-the-link-to-my-account-s-payer-portal-sign-in-page Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-16 1) Click on the Payer Portal option in your Account drop down menu. 3) Copy the link in the Payer Portal Access section ## Article content 1) Click on the Payer Portal option in your Account drop down menu. 3) Copy the link in the Payer Portal Access section # How do I find the Wordpress shortcode for a payment form? URL: https://help.moonclerk.com/en/articles/1239929-how-do-i-find-the-wordpress-shortcode-for-a-payment-form Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-17 1) Click on the Forms button in the dashboard main navigation 2) Click on the form you'd like to use. 3) Click on the Use button. 4) Scroll down to find the Wordpress Shortcode... ## Article content 1) Click on the Forms button in the dashboard main navigation 2) Click on the form you'd like to use. 3) Click on the Use button. 4) Scroll down to find the Wordpress Shortcode section. Copy the shortcode. 5) Use the shortcode with the MoonClerk Wordpress plugin . # How do I format the amount options to be radio buttons or drop downs? URL: https://help.moonclerk.com/en/articles/2542470-how-do-i-format-the-amount-options-to-be-radio-buttons-or-drop-downs Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-20 If you’d chosen to list multiple amounts on a payment form or suggest multiple amounts on a payment form, you can also choose whether you’d like those amounts to be displayed as... ## Article content If you’d chosen to list multiple amounts on a payment form or suggest multiple amounts on a payment form, you can also choose whether you’d like those amounts to be displayed as radio buttons or in a dropdown menu at checkout. 1) Create a new payment form (or find the one you’d like to edit.) 2) Once you’ve entered the multiple amounts, you’ll see a section titled “How are amounts displayed?" 3) Choose whether you’d like the amounts to be displayed as radio buttons or in a drop down menu and save your choice. ​ 4) Your selection will control how the amounts are displayed at checkout. Radio Button Example: Drop Down Example: ​ # How do I gather additional custom information from payers on one of my payment forms? URL: https://help.moonclerk.com/en/articles/1239877-how-do-i-gather-additional-custom-information-from-payers-on-one-of-my-payment-forms Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-18 Use our form builder to gather information at checkout through custom fields ## Article content MoonClerk offers a custom form builder that allows you to ask for additional information inside your payment form that payers fill in as they are checking out. In order to use this form builder: ​ 1) Create a new payment form (or find the form you would like to edit.) 2) Find the Additional Information section and choose Yes. 3) Click the Add Field button. ​4) Enter the title of the field, choose the type of field, whether the field is required or not, and if you would like, enter any instructions for the field. ​ 5) If you have chosen a Dropdown field or Radio Buttons field, enter the different values you would like payers to choose from on separate lines. 6) Once you are finished, click the Finish button. 7) If you would like to gather more information, click the Add Field button. 8) Repeat step 4) for any other information that you'd like to gather. 9) If you'd like to rearrange the order that your fields will appear in during the checkout process, click the Drag icon and then drag the field up or down. 10) Once you have the additional information fields in the order you want, click the Save & Finish button. ​ 11) Your form will now contain the custom fields that you added. # How do I give my payers access to Vimeo Live comments? URL: https://help.moonclerk.com/en/articles/3972284-how-do-i-give-my-payers-access-to-vimeo-live-comments Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-04-30 In order for your payers to be able to view and access the live Vimeo Live comments section, they'll need to go to Vimeo to watch the video instead of watching the embedded video.... ## Article content In order for your payers to be able to view and access the live Vimeo Live comments section, they'll need to go to Vimeo to watch the video instead of watching the embedded video. In order to do that, you can just paste the URL for your video in the Product Description section. Your payers will be able to click the link to access the comments section and the video. If you’d prefer to link text, place a square bracket around the text followed by a web address in parenthesis. For example: [Click here]( http://www.example.com ) to view. # How do I give my payers access to YouTube Live comments? URL: https://help.moonclerk.com/en/articles/3921509-how-do-i-give-my-payers-access-to-youtube-live-comments Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-04-15 In order for your payers to be able to view and access the live YouTube Live comments section, they'll need to go to YouTube to watch the video instead of watching the embedded... ## Article content In order for your payers to be able to view and access the live YouTube Live comments section, they'll need to go to YouTube to watch the video instead of watching the embedded video. In order to do that, you can just paste the URL for your video in the Product Description section. Your payers will be able to click the link to access the comments section and the video. If you’d prefer to link text, place a square bracket around the text followed by a web address in parenthesis. For example: [Click here]( http://www.example.com ) to view. # How do I give my payers the ability to cancel their own recurring plans themselves? URL: https://help.moonclerk.com/en/articles/1239832-how-do-i-give-my-payers-the-ability-to-cancel-their-own-recurring-plans-themselves Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-16 Payers can manage their recurring plans within the Payer Portal . To allow them to cancel their own recurring plans in the Payer Portal: 1) Click on the Payer Portal section of... ## Article content Payers can manage their recurring plans within the Payer Portal . To allow them to cancel their own recurring plans in the Payer Portal: 1) Click on the Payer Portal section of the Account drop down menu. 2) Scroll to the “Allow payer to” section and click to enable the “Cancel Plan?” option. 3) Click Save. 4) Now, when your payers go to their Payer Portal, they will be able to cancel their recurring plan. # How do I give my payers the ability to change the amount of their recurring plan? URL: https://help.moonclerk.com/en/articles/1239942-how-do-i-give-my-payers-the-ability-to-change-the-amount-of-their-recurring-plan Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-16 Payers can manage their recurring plans within the Payer Portal . ​ We automatically restrict the changes they can make to the amount of their recurring plan based on the settings... ## Article content Payers can manage their recurring plans within the Payer Portal . ​ We automatically restrict the changes they can make to the amount of their recurring plan based on the settings you have in the Amount section of the form they checked out on. ​ Example 1: You only have one amount of $10 on the form they checked out on. Even if you've enabled payers to change the amount of their recurring plans in the Payer Portal, in this scenario, payers on this form will not be able to change their plan amount. ​ Example 2: You have three amounts of $10, $20, and $30 that payers can choose from on the form they checked out on. If you've enabled payers to change the amount of their recurring plans in the Payer Portal, in this scenario, payers on this form will be able to change their amounts to any of the 3 amounts you have on the form, but not any other amounts. ​ Example 3: You've left the amount section of the form "open" so that the payer decides the amount at checkout. If you've enabled payers to change the amount of their recurring plans in the Payer Portal, in this scenario, payers on this form will be able to change their amounts to any amount they would like. ​ To allow them to update the amount of their recurring plan themselves in the Payer Portal: 1) Click on the Payer Portal option in your Account drop down menu. 2) Scroll to the “Allow payer to” section and click to enable the “Update plan amount?” option. 3) Click Save. ​ 4) Now, when your payers go to their Payer Portal, they will be able to change their plan amount according to the parameters you've set in the Amount section of the associated MoonClerk payment form. # How do I give my payers the ability to change the day of their recurring plan themselves? URL: https://help.moonclerk.com/en/articles/1239944-how-do-i-give-my-payers-the-ability-to-change-the-day-of-their-recurring-plan-themselves Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-16 Payers can manage their recurring plans within the Payer Portal . In the frequency section of the payment form a payer has checked out on, if you've set the recurring day option... ## Article content Payers can manage their recurring plans within the Payer Portal . In the frequency section of the payment form a payer has checked out on, if you've set the recurring day option to "Decided at Checkout" or if you've set all options to "Decided at Checkout", you can give the payer the ability to change their recurring day in the Payer Portal. 1) Click on the Payer Portal option in the Account drop down menu. 2) Scroll to the “Allow payer to” section and click to enable the “Update next payment attempt?” option. 3) Click Save. 4) Now, when your payers go to their Payer Portal, they will be able to update the Next Payment Attempt (their recurring day) of their recurring plan, assuming the settings on the form they checked out on allow them to do so. # How do I give my payers the ability to change the frequency of their recurring plan? URL: https://help.moonclerk.com/en/articles/1239940-how-do-i-give-my-payers-the-ability-to-change-the-frequency-of-their-recurring-plan Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-16 Payers can manage their recurring plans within the Payer Portal . Currently, when you create a form, the only way for payers to choose their own frequency at checkout is if you... ## Article content Payers can manage their recurring plans within the Payer Portal . Currently, when you create a form, the only way for payers to choose their own frequency at checkout is if you set the form frequency to be "Decided at Checkout." If your form has this setting, you can allow your payers to change the frequency of their recurring plan: 1) Click on the Payer Portal option in your Account drop down menu. 2) Scroll to the “Allow payer to” section and click to enable the “Update plan frequency?” option. 3) Click Save. 4) Now, when your payers go to their Payer Portal, they will be able to update the frequency of their recurring plan, assuming the settings on the form they checked out on are set to "Decided at Checkout." # How do I give my payers the ability to pause their own recurring plan? URL: https://help.moonclerk.com/en/articles/4931882-how-do-i-give-my-payers-the-ability-to-pause-their-own-recurring-plan Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-16 Payers can manage their recurring plans within the Payer Portal . To allow them (within the Payer Portal) to pause their recurring plans: 1) Click on the Payer Portal option in... ## Article content Payers can manage their recurring plans within the Payer Portal . To allow them (within the Payer Portal) to pause their recurring plans: 1) Click on the Payer Portal option in your Account drop down menu. 2) Scroll to the “Allow payer to” section and click to enable on “Pause and resume plan?” 3) Click Save. 4) Now, when your payers go to their Payer Portal, they will be able to pause their recurring plans. They will have the option to pause their recurring plans indefinitely or for a set number of periods. Once they have paused their plans, they will then have the option to resume their plans. # How do I give my payers the ability to update the name and email on their recurring plan themselves? URL: https://help.moonclerk.com/en/articles/1239935-how-do-i-give-my-payers-the-ability-to-update-the-name-and-email-on-their-recurring-plan-themselves Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-16 Payers can manage their recurring plans within the Payer Portal . To allow them to update the name and email associated with their recurring plan themselves in the Payer Portal:... ## Article content Payers can manage their recurring plans within the Payer Portal . To allow them to update the name and email associated with their recurring plan themselves in the Payer Portal: 1) Click on the Payer Portal option in your Account drop down menu. 2) Scroll to the “Allow payer to” section and click to enable “Update name and email” 3) Click Save. ​ 4) Now, when your payers go to their Payer Portal, they will be able to update their name and email. # How do I give my payers the ability to update their custom information field responses? URL: https://help.moonclerk.com/en/articles/1239943-how-do-i-give-my-payers-the-ability-to-update-their-custom-information-field-responses Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-16 Payers can manage their recurring plans within the Payer Portal . To allow them (within the Payer Portal) to update the custom field responses they provided at checkout: 1) Click... ## Article content Payers can manage their recurring plans within the Payer Portal . To allow them (within the Payer Portal) to update the custom field responses they provided at checkout: 1) Click on the Payer Portal option in your Account drop down menu. 2) Scroll to the “Allow payer to” section and click to enable the “Update custom field responses?” option. ​ 3) Click Save. 4) Now, when your payers go to their Payer Portal, they will be able to update their custom field responses. # How do I give my payers the ability to update their own billing information? URL: https://help.moonclerk.com/en/articles/1239936-how-do-i-give-my-payers-the-ability-to-update-their-own-billing-information Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2025-08-20 By default, in the Payer Portal , we always include the ability for payers to update their own billing information. ## Article content By default, in the Payer Portal , we always include the ability for payers to update their own billing information. # How do I give my payers the ability to view the payment history on their recurring plan? URL: https://help.moonclerk.com/en/articles/1239937-how-do-i-give-my-payers-the-ability-to-view-the-payment-history-on-their-recurring-plan Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-16 Payers can manage their recurring plans within the Payer Portal . To allow them to view the payment history associated with their recurring plan in the Payer Portal: 1) Click on... ## Article content Payers can manage their recurring plans within the Payer Portal . To allow them to view the payment history associated with their recurring plan in the Payer Portal: 1) Click on the Payer Portal option in your Account drop down menu. 2) Scroll to the “Allow payer to” section and click to enable the “View payment history?” option. 3) Click Save. 4) Now, when your payers go to their Payer Portal, they will be able to view their payment history. # How do I give my payers the option to pay a fee or choose an add-on? URL: https://help.moonclerk.com/en/articles/1239766-how-do-i-give-my-payers-the-option-to-pay-a-fee-or-choose-an-add-on Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-18 1) Create a new payment form (or find the form you would like to edit.) 2) Find the Amount section and click "Yes" to answer the question, "Charge an additional fee?" 3) Choose... ## Article content 1) Create a new payment form (or find the form you would like to edit.) 2) Find the Amount section and click "Yes" to answer the question, "Charge an additional fee?" 3) Choose "Optional" to answer the question, "Is fee optional or required?" 4) Click Save & Finish in order to save your changes. 5) Now, when your payers check out, they will see the option to add the fee to their checkout and can select the check box if they wish to do so. # How do I have the receipts for the charges MoonClerk bills my account emailed to me? URL: https://help.moonclerk.com/en/articles/1239952-how-do-i-have-the-receipts-for-the-charges-moonclerk-bills-my-account-emailed-to-me Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-09 1) Click on the Settings option in your Account drop down menu. 2) Click on the Billing Details Section. 3 ) Click on the Automate Receipts button. 4) Enter one or more email... ## Article content 1) Click on the Settings option in your Account drop down menu. 2) Click on the Billing Details Section. 3 ) Click on the Automate Receipts button. 4) Enter one or more email addresses you'd like to have the receipts sent to. If you're sending to more than one email address, type the email address on separate lines. 5) Click the Update Emails button. ​ # How do I hide disabled forms? URL: https://help.moonclerk.com/en/articles/1239926-how-do-i-hide-disabled-forms Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-18 If there are no successful checkouts on a payment form, you can delete the form . If a form already has successful checkouts, it cannot be deleted. However, if you have one or... ## Article content If there are no successful checkouts on a payment form, you can delete the form . If a form already has successful checkouts, it cannot be deleted. However, if you have one or more disabled forms that you no longer use, you can hide those forms in the Forms section of the MoonClerk dashboard so that you don’t see them. 1) Click on the Forms button in your MoonClerk dashboard. 2) Scroll to the bottom of the page and click on the “Only Active Forms” link to specific that you only want to view forms that are enabled. If you ever want to view the disabled forms again, you can click on the “All Forms” link at any time. # How do I hide the title of my form so that payers don't see it? URL: https://help.moonclerk.com/en/articles/1239884-how-do-i-hide-the-title-of-my-form-so-that-payers-don-t-see-it Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-06 The Title of a payment form is displayed by default at the top of the form when the payer is checking out. You can choose to hide the title. To do so: 1) Click on the Themes... ## Article content The Title of a payment form is displayed by default at the top of the form when the payer is checking out. You can choose to hide the title. To do so: 1) Click on the Themes button in your account's main navigation. ​2) Click on the Create New Theme button (or click on one of the themes you've already created). 3) Find the Form Title section and choose No to the "Display form title?" question. 4) Click the Save & Finish button. 5) Now, when you create or edit a payment form, you can apply this theme design to the form. # How do I invite a team member to my MoonClerk account? URL: https://help.moonclerk.com/en/articles/2434830-how-do-i-invite-a-team-member-to-my-moonclerk-account Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-09 How to add users (team members) to your account ## Article content Note: You will only be able to invite team members if you are an Admin or the Owner of your MoonClerk account. 1) Click on the Settings option in your Account drop down menu. 2) Click on the Team option. 3) Click “Invite Team Member” 4) Enter the email address of the team member you want to invite and choose their role. Learn more about roles . 5) Click “Send Invitation” # How do I label an invoice as uncollectible? URL: https://help.moonclerk.com/en/articles/1239922-how-do-i-label-an-invoice-as-uncollectible Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-11-09 Once you have closed an invoice, you can manually mark that invoice as uncollectible. Marking an invoice as uncollectible will effectively “skip” this invoice, acting as if it... ## Article content Once you have closed an invoice, you can manually mark that invoice as uncollectible. Marking an invoice as uncollectible will effectively “skip” this invoice, acting as if it were paid, and move to the next invoice. Here's how: 1) First, close the invoice . 2) On the invoice you wish to forgive, click the Mark Uncollectible button. ​ # How do I let my payers choose their own recurring options (frequency, charge date, expiration)? URL: https://help.moonclerk.com/en/articles/1239861-how-do-i-let-my-payers-choose-their-own-recurring-options-frequency-charge-date-expiration Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-19 1) Create a new payment form (or find the form you would like to edit.) 2) Find the Frequency section and choose Decided at Checkout from the drop down menu. 3) Choose whether... ## Article content 1) Create a new payment form (or find the form you would like to edit.) 2) Find the Frequency section and choose Decided at Checkout from the drop down menu. 3) Choose whether you'd like the form to default to One Time or Recurring. The payer will still be able to pick between the two, but this choice will determine which setting payers see when they first arrive at the checkout. 4) Click the Save & Finish button. # How do I limit the number of successful checkouts that can occur on a payment form? URL: https://help.moonclerk.com/en/articles/1239945-how-do-i-limit-the-number-of-successful-checkouts-that-can-occur-on-a-payment-form Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-19 1) Create a new form (or find the form you would like to edit.) 2) Find the Limit Checkouts section and choose Yes to the question “Limit checkouts on this form?” ​ 3) Click in... ## Article content 1) Create a new form (or find the form you would like to edit.) 2) Find the Limit Checkouts section and choose Yes to the question “Limit checkouts on this form?” ​ 3) Click in the Successful Checkout Limit section and type in the total number of successful checkouts that you would like to allow on the payment form. ​ 4) Click the Save & Finish button. ​ 5) Your form will be disabled after it has reached the number of successful checkouts you set. Payers will not be able to check out on the form after that number has been reached. You can always return and re-enable the form by raising the number of potential successful checkouts. # How do I manually add offline funding or payments that didn't come from a MoonClerk checkout? URL: https://help.moonclerk.com/en/articles/3968592-how-do-i-manually-add-offline-funding-or-payments-that-didn-t-come-from-a-moonclerk-checkout Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-23 1) Navigate to the “Crowdfunding" option in the Extension section of the main navigation. 2) Click on the campaign you’d like to add offline funding too. 3) Scroll down to the... ## Article content 1) Navigate to the “Crowdfunding" option in the Extension section of the main navigation. 2) Click on the campaign you’d like to add offline funding too. 3) Scroll down to the “Recent Offline Payments” section and click the “Add Offline Payment” icon. 4) Add the details for the payment. 5) Click the Save button. # How do I manually attempt to pay an open invoice? URL: https://help.moonclerk.com/en/articles/1239920-how-do-i-manually-attempt-to-pay-an-open-invoice Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-16 1) Click on the Plans button in your account’s main navigation. 2) Click on the Recurring Plan whose unpaid invoice you wish to attempt to pay. 3) Scroll to the Invoice section... ## Article content 1) Click on the Plans button in your account’s main navigation. 2) Click on the Recurring Plan whose unpaid invoice you wish to attempt to pay. 3) Scroll to the Invoice section and click on the unpaid invoice you wish to attempt to pay. 4) Click on the Pay Now button​. ​ # How do I manually block an order’s access to a package? URL: https://help.moonclerk.com/en/articles/2887199-how-do-i-manually-block-an-order-s-access-to-a-package Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2021-04-29 Revoke the ability for a payer to access a package ## Article content In order to manually change an order’s access to “Blocked” so the payer can have access to a package indefinitely: 1) Click on “Extensions” in the main navigation of the dashboard 2) Click on "Digital Delivery" 3) Click on "Orders" 4) Click on the Order whose access you'd like to edit 5) Click the "Change Access" button 6) Choose the “Blocked” radio button 7) Click the “Save” button # How do I manually disable one of my payment forms? URL: https://help.moonclerk.com/en/articles/1239918-how-do-i-manually-disable-one-of-my-payment-forms Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-18 1) Find the form you would like to disable. 2) Click Edit and then find the Limit Checkouts section and choose Yes to the question “Limit checkouts on this form?” 3) Click in the... ## Article content 1) Find the form you would like to disable. 2) Click Edit and then find the Limit Checkouts section and choose Yes to the question “Limit checkouts on this form?” 3) Click in the Disable Checkout On section and choose today’s date. 4) Click the Save & Finish or the Save & Finish button. ​ 5) Your form will be disabled and payers will not be able to check out on the form. You can always return and re-enable the form by choosing a date in the future. # How do I manually grant an order's access to a package? URL: https://help.moonclerk.com/en/articles/2887201-how-do-i-manually-grant-an-order-s-access-to-a-package Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-23 Allow a payer to get access to a package ## Article content In order to manually change an order’s access to “Allowed” so the payer can have access to a package indefinitely: 1) Click on “Extensions” in the main navigation of the dashboard. 2) Click on "Digital Delivery" 3) Click on "Orders" 4) Click on the Order whose access you'd like to edit. 5) Click the "Change Access" button. 6) Choose the “Allowed” radio button. 7) Click the “Save” button. # How do I manually resend or send a Successful Payment notification email receipt to a payer? URL: https://help.moonclerk.com/en/articles/1239954-how-do-i-manually-resend-or-send-a-successful-payment-notification-email-receipt-to-a-payer Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-05 If you would like to manually resend a Successful Payment notification email receipt to a payer or if you don't have that notification enabled and just want to send the receipt on... ## Article content If you would like to manually resend a Successful Payment notification email receipt to a payer or if you don't have that notification enabled and just want to send the receipt on a per-payer or per-payment basis, you can do so in the Details page of the individual Payment. ​ 1) Click on the Payments button in the main navigation of your MoonClerk dashboard. 2) Click on the Payment for which you'd like to resend or send the notification. 3) Click the Send Receipt button. 4) In the modal that pops up, you can choose to send to the email address that is associated with the payment or you can type in a different email address. 5) Click the “Send” button # How do I manually update a payer's credit card information on a recurring plan? URL: https://help.moonclerk.com/en/articles/1239908-how-do-i-manually-update-a-payer-s-credit-card-information-on-a-recurring-plan Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-03-15 1) Click on Plans in the dashboard main navigation. 2) Find the recurring plan that you wish to edit and click on that plan. 3) Find the Payment Method section and click on the... ## Article content 1) Click on Plans in the dashboard main navigation. 2) Find the recurring plan that you wish to edit and click on that plan. 3) Find the Payment Method section and click on the Edit button. 4) Edit the credit card information and click update. ​ # How do I migrate from the original Mailchimp integration to the Moonclerk Pro for Mailchimp extension? URL: https://help.moonclerk.com/en/articles/3651965-how-do-i-migrate-from-the-original-mailchimp-integration-to-the-moonclerk-pro-for-mailchimp-extension Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-06-11 We do offer a way to migrate from our original (and still supported) Mailchimp integration to the Moonclerk Pro for Mailchimp extension. To do so, you will first need to add the... ## Article content We do offer a way to migrate from our original (and still supported) Mailchimp integration to the Moonclerk Pro for Mailchimp extension. To do so, you will first need to add the extension on your account. Next, you’ll need to contact our support team because we do not currently offer the ability to migrate in our dashboard. Our support team will assist you in the migration so that your payers who have previously checked out on a form connected with the original integration will be populated with the data that comes with the MoonClerk Pro for Mailchimp extension and synced moving forward. # How do I organize my payment forms with tags? URL: https://help.moonclerk.com/en/articles/6515719-how-do-i-organize-my-payment-forms-with-tags Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-04 Tags are unique identifiers you can add attach to forms to help you group, organize, and sort forms. You can add multiple tags to a single form. And, you can add the same tag to... ## Article content Tags are unique identifiers you can add attach to forms to help you group, organize, and sort forms. You can add multiple tags to a single form. And, you can add the same tag to multiple forms. Tags are optional and your payers will never see them - they are just for organizing forms in your MoonClerk dashboard. To use tags: 1) Find the payment form you want to tag and edit it. 2) Scroll to the Form Organization section at bottom of the form edit page. 3) Type the tag you would like to attach to the form and click enter. If you want to attach a tag that already exists on another form, click on the field and choose that tag from the options. 4) Click Save or Save & Finish. 5) Now when you see that form in the dashboard, you can see the tags that are attached to it. You can click on those tags to see all of the forms with that same tag. 6) You can also view all of the tags for all of your forms and see the forms they are attached to. # How do I pause a recurring plan indefinitely or skip one or more payments? URL: https://help.moonclerk.com/en/articles/1239947-how-do-i-pause-a-recurring-plan-indefinitely-or-skip-one-or-more-payments Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-03-19 1) Click on the Plans button in the dashboard main navigation. 2) Click on the recurring plan you want to pause. 3) Click on the Pause Plan button. 4) Choose wether you'd like to... ## Article content 1) Click on the Plans button in the dashboard main navigation. 2) Click on the recurring plan you want to pause. 3) Click on the Pause Plan button. 4) Choose wether you'd like to pause the plan indefinitely or for a set number of periods. 5) Click the Pause button. # How do I pin forms to the top of the form listing page? URL: https://help.moonclerk.com/en/articles/4879536-how-do-i-pin-forms-to-the-top-of-the-form-listing-page Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-20 Organize your payment forms ## Article content Have you created a lot of payment forms but use some of them more than others. You can easily "pin" those higher priority forms to the top of the form listing page in order to more easily find and access them. 1) Go to the Forms tab in your MoonClerk dashboard. 2) Click on the Vertical Ellipsis of the Form you want to pin to the top of the page and click on the "Pin" option. 3) Your form will now be "pinned" to the top of of the first page of the Forms page and will join any other pinned Forms. 4) You can remove the pin at anytime by clicking on the gear icon and choosing "unpin" # How do I place a link to one of my payment forms on my website? URL: https://help.moonclerk.com/en/articles/1239758-how-do-i-place-a-link-to-one-of-my-payment-forms-on-my-website Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-18 1) Click on the Forms button in the dashboard main navigation 2) Click on the form you'd like to use/share. 3) Click on the Use button. 4) Copy the code in the Place Link on Your... ## Article content 1) Click on the Forms button in the dashboard main navigation 2) Click on the form you'd like to use/share. 3) Click on the Use button. 4) Copy the code in the Place Link on Your Website section. 5) Paste the HTML link on your website. # How do I preview the download page my payers will see? URL: https://help.moonclerk.com/en/articles/2835600-how-do-i-preview-the-download-page-my-payers-will-see Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-20 1) Click on “Extensions” in the main navigation of the dashboard. 2) Click on "Digital Delivery" 3) Click on “Packages” 4) Click on the package whose download page you’d like to... ## Article content 1) Click on “Extensions” in the main navigation of the dashboard. 2) Click on "Digital Delivery" 3) Click on “Packages” 4) Click on the package whose download page you’d like to preview. 5) Click the “Preview” button. 6) You will be able to see the digital download page your payers will see. # How do I preview what my payment form looks like? URL: https://help.moonclerk.com/en/articles/1239753-how-do-i-preview-what-my-payment-form-looks-like Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-15 1) Click on the Forms button in your account's main navigation. 2) Click on the form you'd like to preview. ​ 3) Click on the Preview button. 4) Another tab or window should open... ## Article content 1) Click on the Forms button in your account's main navigation. 2) Click on the form you'd like to preview. ​ 3) Click on the Preview button. 4) Another tab or window should open in your browser so that you can view what your form looks like (example below). If you'd like to see what it looks like as an embed, you'll need to go through the process of embedding it in your site . # How do I rearrange the products in a package? URL: https://help.moonclerk.com/en/articles/2950373-how-do-i-rearrange-the-products-in-a-package Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-08 Change the order that products appear in a package ## Article content 1) Follow the instructions to edit a package 2) Scroll to the “Digital Products” section. 3) Hover over the “Rearrange” icon and drag the product into the desired position. # How do I redirect my supporters back to the campaign page after they have completed the checkout process? URL: https://help.moonclerk.com/en/articles/3968604-how-do-i-redirect-my-supporters-back-to-the-campaign-page-after-they-have-completed-the-checkout-process Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-05-12 After your payers have gone to your public crowdfunding campaign page and clicked the “Fund” button, they will arrive at the connected payment form. The payment form functionality... ## Article content After your payers have gone to your public crowdfunding campaign page and clicked the “Fund” button, they will arrive at the connected payment form. The payment form functionality will be determined by how you’ve set up the form. With all of our payment forms, you can choose to redirect payers to a URL of your choosing . If you’d like to redirect payers back to your public crowdfunding campaign page so that they can see that their support has been applied towards your goal amount, you can use the campaign's public URL as the redirect URL. # How do I redirect payers to a web page that I designate after they finish checking out? URL: https://help.moonclerk.com/en/articles/1239873-how-do-i-redirect-payers-to-a-web-page-that-i-designate-after-they-finish-checking-out Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-20 1) Create a new payment form (or find the form you would like to edit.) 2) Navigate to the Confirmation section and choose "Redirect to another webpage" 3) Enter the URL of the... ## Article content 1) Create a new payment form (or find the form you would like to edit.) 2) Navigate to the Confirmation section and choose "Redirect to another webpage" 3) Enter the URL of the web address you'd like to send payers to after they've completed checkout. 4) Click on the Save & Finish button. # How do I refund a payment? URL: https://help.moonclerk.com/en/articles/1239893-how-do-i-refund-a-payment Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-14 You can give a full or partial refund for a payment. 1) Click on the Payments button in your account's main navigation. 2) Click on the payment that you'd like to refund. ​ 3)... ## Article content You can give a full or partial refund for a payment. 1) Click on the Payments button in your account's main navigation. 2) Click on the payment that you'd like to refund. ​ 3) Click on the Refund button. 4) Choose whether you'd like to give a partial or full refund. ​ 5) If you chose partial, enter the amount. ​ 6) Click on the Refund button. ​ Payers will receive the funds from a refund in their account approximately 5–10 business days after the date on which the refund was initiated. (This is an aspect of how the banking system works.) Note that refunds may appear in the form of a reversal. In the case of a reversal, the original payment will drop off of your payer's bank statement, and a separate credit is not issued. In most cases, Stripe will keep their processing fees when a refund is issued. Therefore, you may want to keep 3% of the charge being refunded. # How do I remove a coupon from a payer's existing recurring plan? URL: https://help.moonclerk.com/en/articles/1239911-how-do-i-remove-a-coupon-from-a-payer-s-existing-recurring-plan Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-14 1) Click on the Plans button in your account's main navigation. 2) Click on the recurring plan that you wish to edit. 3) Find the Discount section and click on the Remove link. 4)... ## Article content 1) Click on the Plans button in your account's main navigation. 2) Click on the recurring plan that you wish to edit. 3) Find the Discount section and click on the Remove link. 4) Confirm by clicking on the Remove Coupon button. ​ # How do I remove a digital product from a package? URL: https://help.moonclerk.com/en/articles/2835708-how-do-i-remove-a-digital-product-from-a-package Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-08 1) Click on “Extensions” in the main navigation of the dashboard. 2) Click on "Digital Delivery" 3) Click on “Packages" 4) Click on the package you’d like to remove the product... ## Article content 1) Click on “Extensions” in the main navigation of the dashboard. 2) Click on "Digital Delivery" 3) Click on “Packages" 4) Click on the package you’d like to remove the product from. 5) Click the “Edit" button. 6) Scroll to the Digital Products section, find the product you’d like to remove, and click the “X” icon. # How do I remove a package's connection to a form? URL: https://help.moonclerk.com/en/articles/2835590-how-do-i-remove-a-package-s-connection-to-a-form Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-09 1) Click on “Extensions” in the main navigation of the dashboard. 2) Click on "Digital Delivery" 3) Click on “Packages” 4) Click on the connected package you’d like to disconnect... ## Article content 1) Click on “Extensions” in the main navigation of the dashboard. 2) Click on "Digital Delivery" 3) Click on “Packages” 4) Click on the connected package you’d like to disconnect from a form. 5) Scroll to the Form Connections section and click on the “X” icon of the form whose connection you’d like to remove. 6) Click on the “Remove” button to confirm. # How do I remove a payment form that is connected to my MoonClerk Pro for Mailchimp extension? URL: https://help.moonclerk.com/en/articles/3658160-how-do-i-remove-a-payment-form-that-is-connected-to-my-moonclerk-pro-for-mailchimp-extension Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-03-01 1) Navigate to the Extensions tab in the MoonClerk dashboard and click on the MoonClerk Pro for Mailchimp extension. 2) In the Form Connections section, click the "...” icon on... ## Article content 1) Navigate to the Extensions tab in the MoonClerk dashboard and click on the MoonClerk Pro for Mailchimp extension. 2) In the Form Connections section, click the "...” icon on the form you’d like to remove. 3) Click the “Remove”button. 4) Click the "Remove Connection" warning button to confirm. # How do I remove the crowdfunding extension in my MoonClerk account? URL: https://help.moonclerk.com/en/articles/3968579-how-do-i-remove-the-crowdfunding-extension-in-my-moonclerk-account Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-23 If you have already added the Crowdfunding extension to your account, you can remove it at any time. Keep in mind that in doing so your campaigns will not be updated. To remove... ## Article content If you have already added the Crowdfunding extension to your account, you can remove it at any time. Keep in mind that in doing so your campaigns will not be updated. To remove the extension: 1) Go to the main navigation in your MoonClerk dashboard and click the Account dropdown menu. 2) Click “Settings” from the dropdown menu. 3) Click “Manage Extensions" 4) Click “Remove” on the Crowdfunding extension. 5) Click “Remove Extension" to confirm the removal. # How do I remove the Digital Delivery extension? URL: https://help.moonclerk.com/en/articles/2887205-how-do-i-remove-the-digital-delivery-extension Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-20 If you have already added the Digital Delivery extension to your account, you can remove it from your account. Keep in mind that in doing so, you will immediately lose access to... ## Article content If you have already added the Digital Delivery extension to your account, you can remove it from your account. Keep in mind that in doing so, you will immediately lose access to the it and your payers will immediately lose access to any packages they ordered. Once you have removed the Digital Delivery extension, you will no longer be charged for it. To remove the extension: 1) Go to MoonClerk Core’s main navigation and click the Account dropdown menu. 2) Click “Settings” from the dropdown menu. 3) Click “Manage Extensions” 4) Click the “Remove” button. 5) Click “Remove Extension" to confirm the removal. # How do I remove the MoonClerk Pro for Mailchimp extension? URL: https://help.moonclerk.com/en/articles/3652040-how-do-i-remove-the-moonclerk-pro-for-mailchimp-extension Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-20 If you have already added MoonClerk Pro for Mailchimp on your account , you can remove it at any time. Keep in mind that in doing so, you will immediately lose access to it and... ## Article content If you have already added MoonClerk Pro for Mailchimp on your account , you can remove it at any time. Keep in mind that in doing so, you will immediately lose access to it and your Mailchimp account will not be synced. Once you have removed the MoonClerk Pro for Mailchimp extension, you will no longer be charged for it. To remove the extension: 1) Go to the main navigation in your MoonClerk dashboard and click the Account dropdown menu. 2) Click “Settings” from the dropdown menu 3) Click the “Manage Extensions” section. 4) Click “Remove” on the MoonClerk Pro for Mailchimp extension. 5) Click “Remove Extension" to confirm the removal. # How do I rename the Terms of Service files I've previously uploaded? URL: https://help.moonclerk.com/en/articles/4394369-how-do-i-rename-the-terms-of-service-files-i-ve-previously-uploaded Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-09 If you'd like to upload a new file for your Terms of Service, you'll need to upload a new file. You can't change an existing one. However, you can rename an existing Terms of... ## Article content If you'd like to upload a new file for your Terms of Service, you'll need to upload a new file. You can't change an existing one. However, you can rename an existing Terms of Service file: 1) Click on Settings in the Account dropdown menu. 2) Click on Manage Terms of Service. 3) Click on the Terms of Service you want to rename. 4) Click Edit. 5) Make your edits. 6) Click Save. # How do I reopen a closed invoice? URL: https://help.moonclerk.com/en/articles/1239924-how-do-i-reopen-a-closed-invoice Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-16 1) Click on the Plans button in your account’s main navigation. 2) Click on the Recurring Plan whose closed invoice you wish to reopen. 3) Scroll to the Invoice section and click... ## Article content 1) Click on the Plans button in your account’s main navigation. 2) Click on the Recurring Plan whose closed invoice you wish to reopen. 3) Scroll to the Invoice section and click on the closed invoice you wish to reopen. 4) Click on the Reopen button. ​ # How do I require my payers to agree to my Terms of Service when they check out? URL: https://help.moonclerk.com/en/articles/1239923-how-do-i-require-my-payers-to-agree-to-my-terms-of-service-when-they-check-out Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-20 1) Create a new payment form (or find the form you would like to edit.) 2) Find the Terms of Service section and click Yes. 3) Choose whether you'd like to link to a webpage that... ## Article content 1) Create a new payment form (or find the form you would like to edit.) 2) Find the Terms of Service section and click Yes. 3) Choose whether you'd like to link to a webpage that contains your Terms of Service or whether you'd like to upload a file that contains your Terms of Service. If you'd like to track which specific Terms of Service your payers have agreed to, you'll need to choose the Upload option. 4a) If you chose to link to a webpage that contains your Terms of Service, enter the message you would like to be displayed beside the Terms of Service checkbox that payers will be required to click before proceeding to the second page of the checkout. You can link to your Terms of Service by using Markdown. Short instructions on how to use Markdown are available by clicking on the Markdown link. 4b) If you chose to upload a file that contains your Terms of Service, you will either need to upload a new Terms of Service file or choose an existing one you have uploaded. Click the Upload Terms button to upload a new file. You can still customize the message that will be displayed at checkout and use Markdown for customization. 5) Click Save & Finish. 6) The checkout will now require your payers to agree to your Terms of Service. If you have linked to the Terms of Service, your payers will be directed to the webpage you used. If you uploaded a file of your Terms of Service, the payer will be able to download the file. # How do I require my payers to double opt-in with the MoonClerk Pro for Mailchimp extension? URL: https://help.moonclerk.com/en/articles/3658166-how-do-i-require-my-payers-to-double-opt-in-with-the-moonclerk-pro-for-mailchimp-extension Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-03-01 With double opt-in, after payers check out, they will receive an email with a subscription confirmation link they must click in order to be added to your Mailchimp Audience list.... ## Article content With double opt-in, after payers check out, they will receive an email with a subscription confirmation link they must click in order to be added to your Mailchimp Audience list. 1) Navigate to the Extensions tab in the MoonClerk dashboard and click on the MoonClerk Pro for Mailchimp extension. 2) In the Forms section, click on the form whose connection settings you’d like to edit. 3) In the Double Opt-in section, choose Yes. 4) Click Save. # How do I resend an invitation to a team member on my MoonClerk account? URL: https://help.moonclerk.com/en/articles/2434844-how-do-i-resend-an-invitation-to-a-team-member-on-my-moonclerk-account Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-09 Note: You will only be able to resend invitations to team members if you are an Admin or the Owner of your MoonClerk account. 1) Click on the Settings option in your Account drop... ## Article content Note: You will only be able to resend invitations to team members if you are an Admin or the Owner of your MoonClerk account. 1) Click on the Settings option in your Account drop down menu button. 2) Click on the Team option. 3) Click on the team member whose pending or expired invitation you want to resend. 4) Click the “Resend” button. 5) Click Resend Invitation to confirm. # How do I restart a recurring plan that has already been canceled? URL: https://help.moonclerk.com/en/articles/1239849-how-do-i-restart-a-recurring-plan-that-has-already-been-canceled Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-03-20 1) Click on the Plans button in the dashboard main navigation. 2) Click on the canceled recurring plan that you'd like to restart. 3) In the Recurring Plan Details section, click... ## Article content 1) Click on the Plans button in the dashboard main navigation. 2) Click on the canceled recurring plan that you'd like to restart. 3) In the Recurring Plan Details section, click the Restart Plan button. 4) In the Restart Date field, you can choose to change the amount of the plan, to change the frequency of the plan, the date that you would like the plan to restart (Next Payment Attempt section), and the expiration date. If you’d like the plan to recur indefinitely, leave the Plan Expires After field blank. 5) Click Restart. ​ # How do I restore an orders's access to the default settings of the order? URL: https://help.moonclerk.com/en/articles/2896607-how-do-i-restore-an-orders-s-access-to-the-default-settings-of-the-order Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-23 Learn what it means to restore an order's access to the default settings of the order. In order to restore an order's access to the default settings of the order: 1) Click on... ## Article content Learn what it means to restore an order's access to the default settings of the order. In order to restore an order's access to the default settings of the order: 1) Click on “Extensions” in the main navigation of the dashboard. 2) Click on "Digital Delivery" 3) Click on "Orders" 4) Click on the Order whose access you'd like to edit. 5) Click the "Change Access" button. 6) Choose the "Default" option. 7) Click "Save" # How do I resume (unpause) a paused recurring plan? URL: https://help.moonclerk.com/en/articles/4291357-how-do-i-resume-unpause-a-paused-recurring-plan Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-16 1) Click on the Plans button in the dashboard main navigation. 2) Click on the paused recurring plan you wish to resume. 3) Click on the Resume Plan button. 4) Confirm that you'd... ## Article content 1) Click on the Plans button in the dashboard main navigation. 2) Click on the paused recurring plan you wish to resume. 3) Click on the Resume Plan button. 4) Confirm that you'd like to resume the plan. # How do I revoke a pending invitation to a team member on my MoonClerk account? URL: https://help.moonclerk.com/en/articles/2434840-how-do-i-revoke-a-pending-invitation-to-a-team-member-on-my-moonclerk-account Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-09 Note: You will only be able to revoke a pending invitation to a team member if you are an Admin or the Owner of your MoonClerk account. 1) Click “Settings” in the Account drop... ## Article content Note: You will only be able to revoke a pending invitation to a team member if you are an Admin or the Owner of your MoonClerk account. 1) Click “Settings” in the Account drop down menu. 2) Click on the Team option. 3) Click on the team member whose pending invitation you want to revoke. 4) Click the “Revoke” button. 5) Click “Revoke Invitation” to confirm. # How do I run a paid newsletter with Mailchimp and MoonClerk? URL: https://help.moonclerk.com/en/articles/3673559-how-do-i-run-a-paid-newsletter-with-mailchimp-and-moonclerk Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-20 Once you have activated your MoonClerk account and added the Moonclerk Pro for Mailchimp extension on your MoonClerk account, you can navigate to the extension and begin running a... ## Article content Once you have activated your MoonClerk account and added the Moonclerk Pro for Mailchimp extension on your MoonClerk account, you can navigate to the extension and begin running a paid newsletter: In the onboarding process after you’ve added the extension, you’ll be prompted to connect your Mailchimp account. Then you’ll choose the Mailchimp Audience list you’d like to connect to MoonClerk. Finally, you'll connect one or more MoonClerk payment forms to the extension. Any payers who check out on the MoonClerk payment forms (after you’ve connected the forms to the extension) will be added to your Mailchimp account and their data will be synced between Mailchimp and MoonClerk. Once someone has checked out, you can log into your Mailchimp account and navigate to the Audience you’ve connected to the extension. Once you’re in the Audience you can view your Contacts. From there, in the Segments section, you can segment your Contacts to determine who you’re going to send to. Let’s say you have a paid subscription newsletter where your subscribers pay once a month and you send them a newsletter once a week. You’ll likely only want to send to payers whose recurring plan statuses are Active, Pending, Trialing, or Past Due. You likely don’t want to send to them if their recurring plan statuses are Canceled, Expired, or Unpaid. In order to do that, in Mailchimp you can create a Segment of Contacts whose “Signup Source” is MoonClerk. You can then add 4 other conditions - Contacts whose “MoonClerk Plan Status" is “Active”, “Pending”, Trialing”, and “Past Due." Once you name that Segment and save it, in the future when you send out your subscription newsletter, you can choose to only send to Contacts who are in that Segment. In order to do that, you’ll create an email in Mailchimp and choose your Audience. You’ll choose the Audience you’ve connected to the extension. You’ll be prompted to choose if you’d like to send to a specific Segment of that Audience: You can choose the Segment you’ve created. We take care of making sure the Plan Statuses of the Contacts in your Mailchimp account are synced with their plan statuses in MoonClerk so you’re always only sending to your paying customers. # How do I see which payers have been added to my Mailchimp audience list through the MoonClerk Pro for Mailchimp extension? URL: https://help.moonclerk.com/en/articles/3658221-how-do-i-see-which-payers-have-been-added-to-my-mailchimp-audience-list-through-the-moonclerk-pro-for-mailchimp-extension Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-06-11 We will only add and sync payers to your Mailchimp Audience list who have checked out on a MoonClerk payment form you have connected to the MoonClerk Pro for Mailchimp extension.... ## Article content We will only add and sync payers to your Mailchimp Audience list who have checked out on a MoonClerk payment form you have connected to the MoonClerk Pro for Mailchimp extension. In order to see which payers have been added to Mailchimp, you can log into your Mailchimp account and navigate to the Audience you have connected to MoonClerk. Once you are on the correct Audience, you can view the Contacts in that Audience. If you have contacts coming into that Audience from sources other than MoonClerk, they will also be in the Audience. However, if they come from the MoonClerk , the contacts will have MoonClerk as the Source. That could still mean that the contact came from our original (and still supported) Mailchimp integration. With our original Mailchimp integration, we only pass through the email address but with our MoonClerk Pro for Mailchimp extension, we also pass through other information such as first name, last name, checkout amount, etc. If you see that other information attached to the contact, you’ll know it came from our MoonClerk Pro for Mailchimp extension. # How do I sell digital products? URL: https://help.moonclerk.com/en/articles/2802469-how-do-i-sell-digital-products Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2021-04-29 A quick guide to getting started with digital delivery ## Article content Once you have activated your MoonClerk account and added the Digital Delivery extension on your MoonClerk account, you can navigate to the Digital Delivery section and begin selling your digital products: 1) Add your product or products 2) Create a package . You will title the package and you can add a description, choose an accent color, and upload a header image. 3) Attach your digital products to the package 4) Connect the package to the MoonClerk payment form or forms you want your payers to check out on . After that, we take care of delivering the content to your payers after they check out. # How do I send a link to one of my payment forms? URL: https://help.moonclerk.com/en/articles/1239748-how-do-i-send-a-link-to-one-of-my-payment-forms Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-18 1) Click on the Forms button in the dashboard main navigation. 2) Click on the form you'd like to use/share access to. 3) Click on the Use button. 4) Copy the link in the Send... ## Article content 1) Click on the Forms button in the dashboard main navigation. 2) Click on the form you'd like to use/share access to. 3) Click on the Use button. 4) Copy the link in the Send Link section. ​ 6) Paste it anywhere (Email, Facebook, Instagram, etc.) ​ ​ # How do I send account notifications to additional or different email addresses other than my account email? URL: https://help.moonclerk.com/en/articles/1239955-how-do-i-send-account-notifications-to-additional-or-different-email-addresses-other-than-my-account-email Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-05 By default, if you have an email notification to your MoonClerk account enabled, we send the notification to your account email. But, you can also replace the email email address... ## Article content By default, if you have an email notification to your MoonClerk account enabled, we send the notification to your account email. But, you can also replace the email email address we send each account notification to or you can add additional email addresses. ​ 1) Click on the Account drop down button in your account's main navigation 2) Click on the Notifications option ​ 3) Be sure to scroll to the “Sent to your MoonClerk account” section and select the email notification you’d like to have sent to a different or different email addresses. ​ 4) Click the Customize Email Recipients option 5) Type in the additional or different email addresses you’d like to have this notification sent to. 6) Click the “Save” or “Save & Finish” button # How do I set a specific date on a payment form that recurring plans will start on? URL: https://help.moonclerk.com/en/articles/1239921-how-do-i-set-a-specific-date-on-a-payment-form-that-recurring-plans-will-start-on Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-19 1. Create a new payment form (or find the form you would like to edit.) [object Object] 2) Find the Frequency section and choose Recurring from the drop down menu. ​3) Next,... ## Article content 1. Create a new payment form (or find the form you would like to edit.) [object Object] 2) Find the Frequency section and choose Recurring from the drop down menu. ​3) Next, choose Set Recurring Options. ​ 4) Choose the recurring period you prefer - Monthly, Quarterly, or Annually. ​ 5) Choose Set a Specific Date from the drop down menu. ​ 6) Choose the day that you would like the payer's credit card to first be charged. ​ 7) Once you're finished, click the Save & Finish button. ​ ​ # How do I set a specific day of the week or month that my payer will be charged? URL: https://help.moonclerk.com/en/articles/1239869-how-do-i-set-a-specific-day-of-the-week-or-month-that-my-payer-will-be-charged Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-20 1) Create a new payment form (or find the form you would like to edit.) 2) Find the Frequency section and choose Recurring from the drop down menu. 3) Next, choose Set Recurring... ## Article content 1) Create a new payment form (or find the form you would like to edit.) 2) Find the Frequency section and choose Recurring from the drop down menu. 3) Next, choose Set Recurring Options. 4) Choose the recurring period you prefer. It will default to Monthly, but there are other built in options or you can make a Custom one. 5) Choose Set Fixed Day of Week/Month from the drop down menu. 6) Choose the day that you would like the payer to be charged. 7) Once you're finished, click the Update Form button. # How do I set a trial period before a payer's card is charged? URL: https://help.moonclerk.com/en/articles/1239898-how-do-i-set-a-trial-period-before-a-payer-s-card-is-charged Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-20 1) Create a new payment form (or find the form you would like to edit.) 2) Find the Frequency section and choose Recurring from the drop down menu. 3) Next, choose Set Recurring... ## Article content 1) Create a new payment form (or find the form you would like to edit.) 2) Find the Frequency section and choose Recurring from the drop down menu. 3) Next, choose Set Recurring Options. 4) Choose the recurring period you prefer - Monthly, Quarterly, or Annually 5) Choose "After Trial Period Ends" from the drop down menu. 6) Set the length of the trial period. 7) Once you're finished, click the Save & Finish button. ​ # How do I set goal amounts and end dates for crowdfunding campaigns? URL: https://help.moonclerk.com/en/articles/3968600-how-do-i-set-goal-amounts-and-end-dates-for-crowdfunding-campaigns Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-23 1) Create a campaign . ​2) In the campaign creation process, you’ll see the fields where you can enter your campaign goal amount and end date for your campaign. Enter the amount... ## Article content 1) Create a campaign . ​2) In the campaign creation process, you’ll see the fields where you can enter your campaign goal amount and end date for your campaign. Enter the amount and date. 3) Once you’ve completed the rest of the campaign creation process, click the “Save” button. # How do I set multiple fixed prices/amounts that payers can choose from on my payment form? URL: https://help.moonclerk.com/en/articles/1239863-how-do-i-set-multiple-fixed-prices-amounts-that-payers-can-choose-from-on-my-payment-form Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-20 1) Create a new payment form (or find the form you would like to edit.) 2) Find the Amount section and choose Set Specific Amount(s) 3) Enter your first amount. If you'd like to... ## Article content 1) Create a new payment form (or find the form you would like to edit.) 2) Find the Amount section and choose Set Specific Amount(s) 3) Enter your first amount. If you'd like to add a description, type it in the Description field. 4) Click the Add Amount button and enter your next amount along with the optional description. 5) Repeat step 4) for any other amounts you'd like to set. 6) After adding all amounts, if you need to reorder them, click the 3 stacked lines (hamburger) next to the trashcan icon. 7) Hold and drag it into place. 8) When you're finished with your form, click Save or Save & Finish. 9) Your form will now allow payers to choose between the different amounts that you have set. # How do I set the duration or expiration for a recurring plan on one of my payment forms? URL: https://help.moonclerk.com/en/articles/1239864-how-do-i-set-the-duration-or-expiration-for-a-recurring-plan-on-one-of-my-payment-forms Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-20 You can choose to have recurring plans with no expiration dates (indefinite,) recurring plans with a specific duration or expriation, or let the payer decide when the plan expires... ## Article content You can choose to have recurring plans with no expiration dates (indefinite,) recurring plans with a specific duration or expriation, or let the payer decide when the plan expires when they're checking out. To create a recurring plan with a specific duration: 1) Create a new payment form (or find the form you would like to edit.) 2) Find the Frequency section and choose Recurring from the drop down menu ​ 3) Next, choose Set Recurring Options ​ 4) Choose the recurring period you prefer - Monthly, Quarterly, or Annually 5) In the Duration section, choose Fixed Amount of Time. ​ 6) Enter the number of quarters, months, or years you'd like the recurring plan to last ​ 7) Once you're finished, click the Save & Finish or Save button. ​ # How do I set the recurring frequency on one of my payment forms? URL: https://help.moonclerk.com/en/articles/1239865-how-do-i-set-the-recurring-frequency-on-one-of-my-payment-forms Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-09-16 1) Create a new payment form (or find the form you would like to edit.) 2) Find the Frequency section and choose Recurring from the drop down menu 3) Next, choose Set Recurring... ## Article content 1) Create a new payment form (or find the form you would like to edit.) 2) Find the Frequency section and choose Recurring from the drop down menu 3) Next, choose Set Recurring Options 4) Choose the recurring period you'd prefer 5) If you need a custom frequency, choose Custom from the drop down menu and set the custom frequency 6) Once you've selected the subsequent options you prefer, click the Update Form button # How do I set up a Vimeo Live webinar in Vimeo? URL: https://help.moonclerk.com/en/articles/3972276-how-do-i-set-up-a-vimeo-live-webinar-in-vimeo Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-04-30 Setting up a YouTube Live webinar inside the MoonClerk Digital Delivery extension is the same as adding a standard YouTube video. Learn How However, in order to set up a Live... ## Article content Setting up a YouTube Live webinar inside the MoonClerk Digital Delivery extension is the same as adding a standard YouTube video. Learn How However, in order to set up a Live video in Vimeo, you’ll need to upgrade to their Premium $75/month plan that includes Live Streaming. Once you’ve done that, you can follow these instructions on Vimeo to create your Live video feed. You’ll schedule your Live video and receive a link for the video. We take care of embedding your video so you will not need to use the embed code that Vimeo provides. You will just need the link to your Live video. Within Vimeo, here are some settings we suggest for your Live video to ensure privacy: - In the embed settings, set moonclerk.com as the domain that you allow for embeds. - Remove the “Share” button from your videos. - In the “Who can watch?” section of the privacy settings, choose either “People with the password”, “People with the private link”, or “Hide this video from Vimeo.com" [object Object] When you’re creating the product for the live video in MoonClerk, we suggest letting your payers know the date and time for the live video session in the product description area. Once the time arrives for your live video, you can follow these instructions on Vimeo to launch the live video. # How do I set up a YouTube Live webinar in YouTube? URL: https://help.moonclerk.com/en/articles/3921381-how-do-i-set-up-a-youtube-live-webinar-in-youtube Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-04-15 Setting up a YouTube Live webinar inside the MoonClerk Digital Delivery extension is the same as adding a standard YouTube video. Learn how . However, before you add the... ## Article content Setting up a YouTube Live webinar inside the MoonClerk Digital Delivery extension is the same as adding a standard YouTube video. Learn how . However, before you add the livestream webinar in MoonClerk, you’ll need to create it in YouTube: 1) Once you have logged into your YouTube account, instead of choosing to upload a video, choose to "Go Live". If this is your first YouTube Live video, the approval process may take 24 hours. 2) Name your video and make sure you make it is “Unlisted.” This will make your livestream more private by keeping it from being published publicly on YouTube. 3) You'll likely also want to schedule it, so choose "Schedule for Later" and then the date and time. 4) You can either choose to take a thumbnail photo or upload one. 5) Click the "Share" button 6) Copy the link to your YouTube Live video. This is the link you'll paste when you add the video in the MoonClerk Digital Delivery extension. 7) Click the “Done” button. When the time arrives for your webinar to start, be sure to use the Chrome browser, then: 1) Click on the GoLive button again. 2) Click "Manage". 3) Click the live video you want to start and follow the prompts from there. # How do I set which country or countries appear in the address field? URL: https://help.moonclerk.com/en/articles/2114651-how-do-i-set-which-country-or-countries-appear-in-the-address-field Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-19 Within our Additional Information section , we allow you to ask for a payer's address at checkout. If you have chosen the option to verify the address as a valid address with the... ## Article content Within our Additional Information section , we allow you to ask for a payer's address at checkout. If you have chosen the option to verify the address as a valid address with the United States Postal Service, the country in the address will not be available for the payer to choose. It will default to the United States. However, if do not choose the option to verify the address as a US address, you can choose to limit which countries appear in the country drop-down menu. 1) When you are creating the Address form field, choose No as to whether or not you want to Verify the address as a US address. 2) You will see the option to "Limit Countries Available?" Choose "Yes". 3) You can now choose as many countries as you would like to list in the Country drop-down menu on your checkout. 4) Click Finish. 5) Click the Save & Finish button. 6) Your checkout will only display the countries that you have selected. # How do I share my crowdfunding campaign? URL: https://help.moonclerk.com/en/articles/3968586-how-do-i-share-my-crowdfunding-campaign Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-23 1) Navigate to the “Crowdfunding" option in the Extension section of the main navigation. 2) Click on the campaign you’d like to share. 3) Copy the public link for the campaign.... ## Article content 1) Navigate to the “Crowdfunding" option in the Extension section of the main navigation. 2) Click on the campaign you’d like to share. 3) Copy the public link for the campaign. You can share or use this link wherever you’d like - on your website, social media, text messages, etc. # How do I sign in if I've forgotten my password? URL: https://help.moonclerk.com/en/articles/16380997-how-do-i-sign-in-if-i-ve-forgotten-my-password Canonical source: MoonClerk Help Center Help Center · Operator · Updated 2026-08-17 1) Click on the Log in button in the upper right hand corner of the MoonClerk website. 2) On the sign-in page, click the "Forgot your password?" link below the Sign in button. 3)... ## Article content 1) Click on the Log in button in the upper right hand corner of the MoonClerk website. 2) On the sign-in page, click the "Forgot your password?" link below the Sign in button. 3) Enter your email and click the "Send me reset password instructions" button. Note: if you normally sign in with Google, MoonClerk doesn't store a password for you — manage your password through your Google account instead. It's important to note that you do need to provide the correct email address connected to your MoonClerk account if you have forgotten your password. ​ If you're not sure which email address you use for signing in, please contact Help@MoonClerk.com so that we can locate your account and provide you with the correct address. # How do I sign in if I've forgotten my password? URL: https://help.moonclerk.com/en/articles/1239910-how-do-i-sign-in-if-i-ve-forgotten-my-password Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-09 1) Click on the Sign In button in the upper right hand corner of the MoonClerk website. 2) Click the "Forgot Password?" link. 3) Enter your email and click the “Send me reset... ## Article content 1) Click on the Sign In button in the upper right hand corner of the MoonClerk website. 2) Click the "Forgot Password?" link. 3) Enter your email and click the “Send me reset password instructions” button. It's important to note that you do need to provide the correct email address connected to your MoonClerk account if you have forgotten your password. ​ If you're not sure which email address you use for signing in, please contact Help@MoonClerk.com so that we can locate your account and provide you with the correct address. # How do I sign in to my account? URL: https://help.moonclerk.com/en/articles/1239892-how-do-i-sign-in-to-my-account Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2026-08-11 1) Click on the Sign In button in the upper right hand corner of the MoonClerk website. 2) You can choose to log in via a Google Account or through MoonClerk Directly. 3) We will... ## Article content 1) Click on the Sign In button in the upper right hand corner of the MoonClerk website. 2) You can choose to log in via a Google Account or through MoonClerk Directly. 3) We will walk through the Google option first. A. Click Sign in with Google B. Enter in / select your desired account in the Email or Phone field. C. Provide your Google password: D. You'll then arrive to your MoonClerk Dashboard: 4) If signing into MoonClerk directly: A. Enter in your email and password. B. Click on the Sign In button. ​C. Once signed in, your MoonClerk Dashboard will be accessible: # How do I sign out of my account? URL: https://help.moonclerk.com/en/articles/1239779-how-do-i-sign-out-of-my-account Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-04 Click on the Account drop down menu and choose Sign Out ​ ## Article content Click on the Account drop down menu and choose Sign Out ​ # How do I style the design of crowdfunding campaigns? URL: https://help.moonclerk.com/en/articles/3968602-how-do-i-style-the-design-of-crowdfunding-campaigns Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-23 1) Create a campaign 2) In the campaign creation process, scroll to the Design section. Choose your Accent Color and upload your header image. 3) Complete the campaign creation... ## Article content 1) Create a campaign 2) In the campaign creation process, scroll to the Design section. Choose your Accent Color and upload your header image. 3) Complete the campaign creation process and click the “Save” button. # How do I style the download page my payers will see? URL: https://help.moonclerk.com/en/articles/2802589-how-do-i-style-the-download-page-my-payers-will-see Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-20 Design the download page for the packages you’re selling ## Article content 1) Click on “Extensions” in the main navigation of the dashboard. 2) Click on "Digital Delivery" 3) Click on “Packages” 4) If you have already created a package, click on the package whose download page you’d like to style. Otherwise, click the Create Package button and you’ll be walked through the steps of designing the download page. 5) Click the “Edit” button and scroll to the Design section. 5) Make your design choices. 6) Click the “Save” button. # How do I test the credentials for my Mailchimp account connected to my MoonClerk Pro for Mailchimp extension? URL: https://help.moonclerk.com/en/articles/3655064-how-do-i-test-the-credentials-for-my-mailchimp-account-connected-to-my-moonclerk-pro-for-mailchimp-extension Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-03-01 1) Navigate to the Extensions tab in your MoonClerk dashboard and choose MoonClerk Pro for Mailchimp. 2) Click Test Credentials. ## Article content 1) Navigate to the Extensions tab in your MoonClerk dashboard and choose MoonClerk Pro for Mailchimp. 2) Click Test Credentials. # How do I track which Terms of Service my payers have agreed to? URL: https://help.moonclerk.com/en/articles/4394361-how-do-i-track-which-terms-of-service-my-payers-have-agreed-to Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-11-03 If you would like to track which specific Terms of Service your payers have agreed to, you will need to choose to use the Upload option for your Terms of Service on each payment... ## Article content If you would like to track which specific Terms of Service your payers have agreed to, you will need to choose to use the Upload option for your Terms of Service on each payment form. However, if you just need to see that they agreed to a Terms of Service, you can do that with either the Link option or the Upload option. If a payer has checked out for a one-time payment , find the payment in the Payments section, click on the payment, and then scroll to the "Terms of Service Section?” If you uploaded your Terms of Service, you will see which Terms of Service your payer agreed to: If you linked to your Terms of Service, you will see that they agreed to it: If a payer has checked out for a recurring plan , find the plan in the Plans section, click on the plan, and then scroll to the Checkout Details section. # How do I update my account name, account email, and account timezone? URL: https://help.moonclerk.com/en/articles/1239888-how-do-i-update-my-account-name-account-email-and-account-timezone Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-04 1) Click Settings in your Account drop down menu. 2) Choose Account Details. 3) From here, you can update your account's name, email, and timezone. By default, all email sent to... ## Article content 1) Click Settings in your Account drop down menu. 2) Choose Account Details. 3) From here, you can update your account's name, email, and timezone. By default, all email sent to your payers will appear as if coming from this email address. 4) When you have finished, click on the Save button. # How do I update my sign-in details? URL: https://help.moonclerk.com/en/articles/1239880-how-do-i-update-my-sign-in-details Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-04 1) Click on the Account drop down menu and choose Settings. 2) Select Sign-in Credentials. 3) Change your email. If you'd like to change your password, select Yes in the Change... ## Article content 1) Click on the Account drop down menu and choose Settings. 2) Select Sign-in Credentials. 3) Change your email. If you'd like to change your password, select Yes in the Change Password section. Enter your new password. When you're finished making changes to your email and/or password, enter your current password. 4) Click Save. # How do I update or change a payer's name and email? URL: https://help.moonclerk.com/en/articles/1239907-how-do-i-update-or-change-a-payer-s-name-and-email Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-03-20 1) Sign in to your account 2) Click on the Plans button in your account's main navigation. ​3) Click on the plan you would like to update. ​ 4) Find the payer details section and... ## Article content 1) Sign in to your account 2) Click on the Plans button in your account's main navigation. ​3) Click on the plan you would like to update. ​ 4) Find the payer details section and click on the Update Payer link. 5) Update the payer's name and email (you can also update the payer's account balance). 6) Click the Update button. ​ # How do I upload a logo or image to my payment form? URL: https://help.moonclerk.com/en/articles/1239890-how-do-i-upload-a-logo-or-image-to-my-payment-form Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-06 Logos are displayed at the top of the payment/checkout form that your payers see. If you would like a logo to show up on both the desktop and mobile widths of your form, you will... ## Article content Logos are displayed at the top of the payment/checkout form that your payers see. If you would like a logo to show up on both the desktop and mobile widths of your form, you will need to upload a logo for each. 1) Click on the Themes button in your account's main navigation. 2) Click on the Create New Theme button (or click on one of the themes you've already created). 3) Find the Logo section. Click Yes to add either a logo, a mobile logo, or both. The maximum width for the full desktop width is 580 pixels. If your file is wider than this, it will be scaled down to 580 pixels, maintaining the same aspect ratio. The maximum width for the full mobile width is 320 pixels. If your file is wider than this, it will be scaled down to 320 pixels, maintaining the same aspect ratio. ​ 4) Click the Choose File button. ​ 5) Choose a file from your computer and click the Open button 6) Once you've chosen the file(s), click the Save & Finish button. 7) Now, when you create or edit a payment form, you can apply this theme design to the form ​ # How do I use a QR code to send payers to my payment form? URL: https://help.moonclerk.com/en/articles/6934808-how-do-i-use-a-qr-code-to-send-payers-to-my-payment-form Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-18 1) Click on the Forms button in the dashboard main navigation. 2) Click on the form you'd like to use/share access to. 3) Click on the Use button. 4) Download the QR code in the... ## Article content 1) Click on the Forms button in the dashboard main navigation. 2) Click on the form you'd like to use/share access to. 3) Click on the Use button. 4) Download the QR code in the "Use a QR Code" section. 5) Post the QR code on social media, place it on your website, or use it on printed materials so your payers can easily navigate to your payment form by scanning the code with their smartphone camera. # How do I use MoonClerk as a register on my computer to accept payments in-person? URL: https://help.moonclerk.com/en/articles/1239760-how-do-i-use-moonclerk-as-a-register-on-my-computer-to-accept-payments-in-person Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-17 1) Sign into your account 2) Click the Create Payment Form button on the homepage. 3) Title the form. You may want to say something like "Register" 4) Find the Amount section and... ## Article content 1) Sign into your account 2) Click the Create Payment Form button on the homepage. 3) Title the form. You may want to say something like "Register" 4) Find the Amount section and choose Decided at Checkout. This will allow you to type in the amount on-the-fly. 5) Find the Frequency section and choose Decided at Checkout from the drop down menu. This will allow you to choose the frequency(one-time, monthly, quarterly, annually) as well as the start/recurring date, and duration/expiration, all on-the-fly as you're checking the payer out in-person. 6) Once you're finished with your form, click the Save & Finish button. 7) On the Form Detail page, where you will arrive after clicking the Create Form button, click on the Preview button. 8) The checkout will open in a new window or tab. Bookmark this page. You can now click on this bookmark anytime, enter the payer's payment information and check them out in-person. # How do I use MoonClerk on my smartphone to manually accept payments in-person? URL: https://help.moonclerk.com/en/articles/1239761-how-do-i-use-moonclerk-on-my-smartphone-to-manually-accept-payments-in-person Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-17 1) Sign in to your account 2) Click the Create Payment Form button on the homepage. 3) Title the form. You may want to say something like "Mobile Register" 4) Find the Amount... ## Article content 1) Sign in to your account 2) Click the Create Payment Form button on the homepage. 3) Title the form. You may want to say something like "Mobile Register" 4) Find the Amount section and choose Decided at Checkout. This will allow you to type in the amount on-the-fly on your smartphone. 5) Find the Frequency section and choose Decided at Checkout from the drop down menu. This will allow you to choose the frequency(one-time, monthly, quarterly, annually) as well as the start/recurring date, and duration/expiration, all on-the-fly on your smartphone. ​ 6) Once you're finished with the form, click the Save & Finish button. ​ 7) On the Form Detail page, where you will arrive after clicking the Create Form button, click on the Use button. ​ 8) Copy the link in the Send Link section. ​ 9) Email or text that link to yourself. 10) Open that email on your smartphone (in this example, we will use an iPhone,) and click the link to open it in your smartphone's browser. 11) Click the arrow button (on an iPhone). 12) Click the Add to Home Screen button. 13) Title the icon that will be displayed on your phone and click Add. 14) The MoonClerk icon with your icon title will now appear on your phone. You can click this icon anytime, enter the payer's payment information and check them out in person. # How do I use MoonClerk on my Squarespace website? URL: https://help.moonclerk.com/en/articles/1686053-how-do-i-use-moonclerk-on-my-squarespace-website Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-11-07 Learn how to use MoonClerk on your Squarespace site ## Article content After you’ve saved your MoonClerk payment form, select “Use” from the menu. Once you land on the “Use” page, you will see a few different options for using MoonClerk payment forms on Squarespace websites. You can place a link on your site, you can embed a payment form on your website so visitors don’t ever have to leave your site, or you can place a button onto your site. This Help article guides you through how to use the “Embed” feature. Once you have copied the code from the Embed section, head over to your Squarespace website where you want to place the form. You’ll need to choose the Code Block section. Once you’ve navigated to the Code Block section and selected the page where you want the form to appear, paste the code you’ve copied from MoonClerk into a Code Block and click the Save button. Because the code contains javascript you won’t be able to see the form within the content editor, but it will be rendered on the front end of your site once you navigate to the designated page. Keep in mind that Squarespace offers a great ecommerce platform. MoonClerk doesn’t offer ecommerce software. We offer the ability to accept recurring and one-time payments. So, what some MoonClerk customers do is use Squarespace’s ecommerce system along with MoonClerk’s recurring payment forms. When they need to keep track of inventory for single items they sell (and use other ecommerce features,) they use Squarespace for that portion of their business. Your customers can check out on Squarespace’s ecommerce system for the single items and can separately check out on a MoonClerk payment forms for recurring payments. ​ Here's an article from our blog we wrote on how to incorporate MoonClerk into Squarespace sites. It has these step by step instructions as well as a video tutorial: http://www.moonclerk.com/squarespace-websites-and-moonclerk/ # How do I use the MoonClerk Wordpress plugin? URL: https://help.moonclerk.com/en/articles/1239763-how-do-i-use-the-moonclerk-wordpress-plugin Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-09-16 1) Upload the wordpress-moonclerk-embeds plugin to your Wordpress site . 2) Activate the plugin on your Wordpress site 3) In your MoonClerk dashboard, copy the shortcode for the... ## Article content 1) Upload the wordpress-moonclerk-embeds plugin to your Wordpress site . 2) Activate the plugin on your Wordpress site 3) In your MoonClerk dashboard, copy the shortcode for the payment form you’d like to embed on your Wordpress site. 4) Paste the shortcode into either the Visual or Text area of the page or post editor. 5) Save your changes 6) When you preview your page or post, the MoonClerk payment form should show up. # How do I verify US-based addresses at checkout? URL: https://help.moonclerk.com/en/articles/2114747-how-do-i-verify-us-based-addresses-at-checkout Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-19 In our Additional Information section , we allow you to ask your payers to enter their physical address. If you would like, you can choose to verify US-based physical address with... ## Article content In our Additional Information section , we allow you to ask your payers to enter their physical address. If you would like, you can choose to verify US-based physical address with the United States Postal Service. In order to do so: 1) In the Additional Information section, choose the field type as Address 2) Choose "Yes" to "Verify US Address?" 3) Click Finish. 4) Click the Save & Finish button. 5) Now, at checkout, we will verify the US address. Learn More # How do I view a log of the actions I or my payers have taken in the MoonClerk dashboard? URL: https://help.moonclerk.com/en/articles/1239948-how-do-i-view-a-log-of-the-actions-i-or-my-payers-have-taken-in-the-moonclerk-dashboard Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-09 1) Click on the “Activity” option in your Account dropdown menu. 2) You can scroll to view all of the actions you’ve taken in the MoonClerk dashboard. ​ ## Article content 1) Click on the “Activity” option in your Account dropdown menu. 2) You can scroll to view all of the actions you’ve taken in the MoonClerk dashboard. ​ # How do I view all of the detailed information for a payment made on one of my payment forms? URL: https://help.moonclerk.com/en/articles/1239882-how-do-i-view-all-of-the-detailed-information-for-a-payment-made-on-one-of-my-payment-forms Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-14 1) Click on the Forms button in the dashboard main navigation. 2) Click on the Form you're interested in. 3) Find the Payments section. Click on the payment that you're interested... ## Article content 1) Click on the Forms button in the dashboard main navigation. 2) Click on the Form you're interested in. 3) Find the Payments section. Click on the payment that you're interested in. # How do I view all of the detailed information for a recurring plan? URL: https://help.moonclerk.com/en/articles/1239872-how-do-i-view-all-of-the-detailed-information-for-a-recurring-plan Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-16 1) Click on the Plans button in the dashboard main navigation. 2) Click on the Plan that you're interested in. ## Article content 1) Click on the Plans button in the dashboard main navigation. 2) Click on the Plan that you're interested in. # How do I view all of the payments that are part of the funding of a specific crowdfunding campaign? URL: https://help.moonclerk.com/en/articles/3968598-how-do-i-view-all-of-the-payments-that-are-part-of-the-funding-of-a-specific-crowdfunding-campaign Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-23 1) Navigate to the “Crowdfunding" option in the Extension section of the main navigation. 2) Click on the campaign whose payments you’d like to view. 3) Scroll to the "Recent... ## Article content 1) Navigate to the “Crowdfunding" option in the Extension section of the main navigation. 2) Click on the campaign whose payments you’d like to view. 3) Scroll to the "Recent Connected MoonClerk Payments” section. You can click into a specific payment on this page to view its details. Or you can click the “View All Connected MoonClerk Payments” button, find the payment you want to view, and click into it there. ​ ​ # How do I view all of the recurring plans on a payment form? URL: https://help.moonclerk.com/en/articles/1239897-how-do-i-view-all-of-the-recurring-plans-on-a-payment-form Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-16 1) Click on the Forms button in the dashboard main navigation. 2) Click on the form you're interested in. ​ 3) Find the Recent Plans section and click the View All Plans button. ​ ## Article content 1) Click on the Forms button in the dashboard main navigation. 2) Click on the form you're interested in. ​ 3) Find the Recent Plans section and click the View All Plans button. ​ # How do I view all payments made on a specific payment form? URL: https://help.moonclerk.com/en/articles/1239815-how-do-i-view-all-payments-made-on-a-specific-payment-form Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-14 1) Click on the Forms button in your account's main navigation. 2) Click on the Payment Form you're interested in. 3) Scroll down to the Recent Payments section and click on View... ## Article content 1) Click on the Forms button in your account's main navigation. 2) Click on the Payment Form you're interested in. 3) Scroll down to the Recent Payments section and click on View All Payments. # How do I view the details of a specific payment? URL: https://help.moonclerk.com/en/articles/1239906-how-do-i-view-the-details-of-a-specific-payment Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-14 1) Click on the Payments button in your account's main navigation (or find a payment made on a specific payment form first ). 2) Click on the payment that you'd like to view. ## Article content 1) Click on the Payments button in your account's main navigation (or find a payment made on a specific payment form first ). 2) Click on the payment that you'd like to view. # How do I view the orders that my payers have placed for my packages? URL: https://help.moonclerk.com/en/articles/2802590-how-do-i-view-the-orders-that-my-payers-have-placed-for-my-packages Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-20 1) Click on “Extensions” in the main navigation of the dashboard. 2) Click on "Digital Delivery" 3) Click on “Orders" ## Article content 1) Click on “Extensions” in the main navigation of the dashboard. 2) Click on "Digital Delivery" 3) Click on “Orders" # How do I view the tags for my forms? URL: https://help.moonclerk.com/en/articles/6515765-how-do-i-view-the-tags-for-my-forms Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-04 Once you have added tags to one or more payment forms , you can view all of your tags for all of your payments forms and see the forms they are attached to. 1. Click on the Forms... ## Article content Once you have added tags to one or more payment forms , you can view all of your tags for all of your payments forms and see the forms they are attached to. 1. Click on the Forms tab in your dashboard. 2. Scroll to the bottom of the page and click the All Tags link. 3. You will see all of your tags. If you click on one of the tags, you will see all of the forms attached to that tag. # How do I view what my crowdfunding campaign page looks like? URL: https://help.moonclerk.com/en/articles/3968585-how-do-i-view-what-my-crowdfunding-campaign-page-looks-like Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-23 1) Navigate to the “Crowdfunding" option in the Extension section of the main navigation. 2) Click on the campaign you’d like to preview. 3) Click the “Preview” button. ## Article content 1) Navigate to the “Crowdfunding" option in the Extension section of the main navigation. 2) Click on the campaign you’d like to preview. 3) Click the “Preview” button. # How do I view, print, or download the receipts for the charges MoonClerk bills me? URL: https://help.moonclerk.com/en/articles/1239951-how-do-i-view-print-or-download-the-receipts-for-the-charges-moonclerk-bills-me Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-09 1) Click on the Settings option in your Account drop down menu. 2) Click on the Billing Details Section. 3) Click on the charge for which you would like to see the receipt. 4) If... ## Article content 1) Click on the Settings option in your Account drop down menu. 2) Click on the Billing Details Section. 3) Click on the charge for which you would like to see the receipt. 4) If you'd like to print the receipt, click the Print button. 5) Choose your printing or download options. ​ # How do my payers manage their own recurring plans themselves? URL: https://help.moonclerk.com/en/articles/1239931-how-do-my-payers-manage-their-own-recurring-plans-themselves Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-10-31 We provide your account with a Payer Portal. In the dashboard, we provide you a link to the Payer Portal Sign-in page . You can put this link on your website or you can send it to... ## Article content We provide your account with a Payer Portal. In the dashboard, we provide you a link to the Payer Portal Sign-in page . You can put this link on your website or you can send it to your payers. This link allows your payers to retrieve a secure, unique link of their own so they can manage and update their own recurring plan. By default, in the email notifications, we allow you to choose to send to your payers , we include a link to the Payer Portal sign-in page. You can apply a theme to your Payer Portal so that it matches your site. Here is what the process looks like for payers when they update their recurring plan. (Keep in mind this is our default theme and you can create your own theme to change the design): 1a) If the payer arrives at the Payer Portal Sign-in page from the Payer Portal access link we provide in the dashboard, they will enter the email address associated with their recurring plan, and click “Send link”. 1b) If the payer arrives at the Payer Portal Sign-in Page after clicking the link in their automatic email notifications, we already know their email address and automatically fill the send the link to them. They’ll see this message: 2) The payer checks their email and click on the secure, unique link inside that email. For security purposes, this link expires after 15 minutes but they can go back to the Sign-in Page to receive another link if needed. 3) The payer is now able to manage their recurring plan based on the settings in the Payer Portal section of your MoonClerk dashboard. # How do my payment forms interact with the Crowdfunding extension? URL: https://help.moonclerk.com/en/articles/3968571-how-do-my-payment-forms-interact-with-the-crowdfunding-extension Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-05-12 When you create a crowdfunding campaign, you’ll be prompted to connect it to one of your MoonClerk payment forms. You determine the parameters and design of that payment form in... ## Article content When you create a crowdfunding campaign, you’ll be prompted to connect it to one of your MoonClerk payment forms. You determine the parameters and design of that payment form in your MoonClerk dashboard. The parameters and design of the form are separate from the crowdfunding campaign it is attached to. However, we link the crowdufunding campaign “Fund” button to that payment form. Then, any payments on that form will be attributed towards the campaign's goal amount. Even after the campaign ends, if you still have the payment form connected to it, we’ll continue to attribute the form’s payments to the campaign. # How does the digital delivery process work from the payer's perspective? URL: https://help.moonclerk.com/en/articles/2806569-how-does-the-digital-delivery-process-work-from-the-payer-s-perspective Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-03-27 Your payers' experience when they buy a digital product ## Article content Here’s how the digital delivery process works from your payers’ perspective: 1) Your payers check out on your MoonClerk payment form 2) They will receive an email with a link to view the Package you’ve created and connected to the payment form they checked out on. If they have checked out for a recurring plan, they will also see this link in their Payer Portal. 3) When they click on the link, they’ll arrive at the digital delivery page and be able to download the products, watch the embedded videos, or access the links you've added to the Package. 4) If they click the download button, the download will start immediately. If they click the "Watch' button, they will be able to watch the embedded video right there. If they click the button to access an external link, they will be directed to the web address you've provided. # How does the MoonClerk Pro for Mailchimp extension differ from the original Mailchimp integration? URL: https://help.moonclerk.com/en/articles/3652025-how-does-the-moonclerk-pro-for-mailchimp-extension-differ-from-the-original-mailchimp-integration Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-06-11 Differences in MailChimp Pro and MailChimp Basic ## Article content The Moonclerk Pro for Mailchimp extension provides more power than our original (and still supported) Mailchimp integration. With our original Mailchimp integrations: - We auto-send payer email addresses to Mailchimp. [object Object] With MoonClerk Pro for Mailchimp you're able to more easily run a paid newsletter and can sell access to that newsletter through one-time or subscription payments. Also, if you'd just like to send more data to Mailchimp from MoonClerk and have that data auto-synced, MoonClerk Pro for Mailchimp allows you to do that too. With MoonClerk Pro for Mailchimp: - We auto-send payer name, email address, plan status, and much more to Mailchimp . - We auto-sync all of payer data (including recurring plan status) between Mailchimp and MoonClerk. - In Mailchimp, you can segment payers by recurring plan status and other data. You can send emails based on segments. # How long does it take for ACH (bank account) payments to process once the checkout is complete? URL: https://help.moonclerk.com/en/articles/1840007-how-long-does-it-take-for-ach-bank-account-payments-to-process-once-the-checkout-is-complete Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-09-16 ACH / Bank Account Payments ## Article content See what is entailed in the checkout process for a payer paying with their bank account through ACH . Once a checkout is complete, the first ACH payment and every subsequent one (if part of a recurring plan) takes up to 5 business days to receive acknowledgment of their success or failure. Because of this, ACH payments take up to 7 business days to be reflected in your available Stripe balance. # How long will my payers have access to the digital products they purchased? URL: https://help.moonclerk.com/en/articles/2802531-how-long-will-my-payers-have-access-to-the-digital-products-they-purchased Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2019-05-13 Currently, if your payers have checked out for a one-time payment, by default, they will have indefinite access to the package you have attached to the payment form they checked... ## Article content Currently, if your payers have checked out for a one-time payment, by default, they will have indefinite access to the package you have attached to the payment form they checked out on. If your payers have checked out for a recurring plan, whenever that recurring plan ends, we block the payers’ access to the package you attached to the payment form they checked out on. Keep in mind, you can manually block a payer’s access to a package indefinitely or grant a payer access to a package whose access has been blocked. If you’d like to remove everyone’s access to a package, you can either manually block their access or you could remove all the digital products attached to the associated package . # How will I be billed for the digital delivery extension? URL: https://help.moonclerk.com/en/articles/2802522-how-will-i-be-billed-for-the-digital-delivery-extension Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2021-04-08 Pricing and billing answers ## Article content We offer the Digital Delivery extension as an optional add-on for an additional $18/month on top of your normal MoonClerk monthly charge. You can see our normal monthly charges on our pricing page . If you enable the Digital Delivery extension after you've activated your account, you’ll see an additional $18 charge on your next invoice. If you enable the Digital Delivery extension before you activate your account, we add the full $18 charge to your first invoice. You can remove the Digital Delivery extension at any time. # How will I be billed for the Moonclerk Pro for Mailchimp extension? URL: https://help.moonclerk.com/en/articles/3652001-how-will-i-be-billed-for-the-moonclerk-pro-for-mailchimp-extension Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2021-03-15 Pricing and billing answers ## Article content We offer the Mailchimp Pro extension as an optional add-on for an additional $18/month on top of your normal MoonClerk monthly charge. You can see our normal monthly charges on our pricing page . If you enable the Mailchimp Pro extension after you've activated your account, you’ll see an additional $18 charge on your next invoice. If you enable the Mailchimp Pro extension before you activate your account, we add the full $18 charge to your first invoice. You can remove the extension at any time. # If I attach a product to a package, will payers who already checked out have access to it? URL: https://help.moonclerk.com/en/articles/2835607-if-i-attach-a-product-to-a-package-will-payers-who-already-checked-out-have-access-to-it Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2019-05-13 Yes. When someone checks out and you have connected a package to the payment form they checked out on, they will have access to all of the files in that package. So, for example,... ## Article content Yes. When someone checks out and you have connected a package to the payment form they checked out on, they will have access to all of the files in that package. So, for example, when a payer checks out, if the package only contained 1 product, the payer will have access to that 1 product. But, if you add 3 additional products to the package after they check out and they still have access to that package, they’ll have access to download the 3 additional products in it as well. # What access levels do the different team member roles have in the Crowdfunding extension? URL: https://help.moonclerk.com/en/articles/3968573-what-access-levels-do-the-different-team-member-roles-have-in-the-crowdfunding-extension Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-05-12 While not fully comprehensive, this chart provides information as to the different access levels granted to each role inside the Crowdfunding extension: Read more about the... ## Article content While not fully comprehensive, this chart provides information as to the different access levels granted to each role inside the Crowdfunding extension: Read more about the differences in the roles for team members in your MoonClerk account. # What access levels do the different team member roles have in the Digital Delivery extension? URL: https://help.moonclerk.com/en/articles/2802535-what-access-levels-do-the-different-team-member-roles-have-in-the-digital-delivery-extension Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2019-05-13 While not fully comprehensive, this chart provides information as to the different access levels granted to each role inside the Digital Delivery extension: Read more about the... ## Article content While not fully comprehensive, this chart provides information as to the different access levels granted to each role inside the Digital Delivery extension: Read more about the differences in the roles for team members in your MoonClerk account. # What access levels do the different team member roles have in the MoonClerk Pro for Mailchimp extension? URL: https://help.moonclerk.com/en/articles/3652017-what-access-levels-do-the-different-team-member-roles-have-in-the-moonclerk-pro-for-mailchimp-extension Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-06-11 Admins and Owners can add/remove the extension and can make changes to its settings. All other roles (Viewer, Analyst, Support) can view the extension and its settings but cannot... ## Article content Admins and Owners can add/remove the extension and can make changes to its settings. All other roles (Viewer, Analyst, Support) can view the extension and its settings but cannot make any changes to it. Read more about the differences in the roles for team members in your MoonClerk account. # What are my formatting options for exporting custom fields? URL: https://help.moonclerk.com/en/articles/5170973-what-are-my-formatting-options-for-exporting-custom-fields Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-01-17 By default, we include custom field data in all exports of payments and plans. However, if you filter by a specific payment form before you export, you can choose how you'd like... ## Article content By default, we include custom field data in all exports of payments and plans. However, if you filter by a specific payment form before you export, you can choose how you'd like the data to be formatted in the CSV/spreadsheet. One option is to keep the formatting the same when you filter by a specific form as when you export across forms. When you do that you'll see that the formatting for custom fields is shown as key value pairs with one column being the custom field title and the other being the custom field response: The other option is to have different formatting when you export by a specific payment form. This is the legacy format from when custom fields were only included in exports when the data was filtered by a specific payment form. In this legacy format, the custom fields aren't shown as key value pairs. Instead, each column header is the title of the custom field and the response is listed in that column: If at any time, you'd like to change how the custom field data is formatted when you filter by a specific form you can do so. 1) Click on "Settings" in the Account dropdown menu. 2) Click on "Account Details" 3) Scroll to the "Custom Field Exports" section and make your selection 4) Click the “Save" button. # What are the differences in the roles for team members in my MoonClerk account? URL: https://help.moonclerk.com/en/articles/2429920-what-are-the-differences-in-the-roles-for-team-members-in-my-moonclerk-account Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-09-16 Defining the roles for users (team members) on your account ## Article content As a general overview, the different roles have the following capabilities: Viewer - Can view data but cannot view analytics, make edits, manage account, or export data. Analyst - Can view and export all data but cannot make edits or manage account. Support - Can view all data except analytics and make edits but cannot manage account. Admin - Can view and export all data, make edits, and manage account but cannot cancel account. Owner - Can do everything in an account. There is only one owner per account. While not fully comprehensive, this chart gives more detailed information as to the different access points granted to each role inside the MoonClerk dashboard: # What can cause a recurring plan to be canceled? URL: https://help.moonclerk.com/en/articles/1239876-what-can-cause-a-recurring-plan-to-be-canceled Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-09-16 A recurring plan can be canceled in the following ways: 1) You can manually cancel the plan through your MoonClerk account 2) The payer's card can fail multiple times in a row on... ## Article content A recurring plan can be canceled in the following ways: 1) You can manually cancel the plan through your MoonClerk account 2) The payer's card can fail multiple times in a row on a plan # What causes failed payments? URL: https://help.moonclerk.com/en/articles/1239896-what-causes-failed-payments Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-09-16 Failed payment are out of our control, but cards may be rejected for a number of common reasons, sometimes only temporarily. Some of the reasons why a card may be rejected are:... ## Article content Failed payment are out of our control, but cards may be rejected for a number of common reasons, sometimes only temporarily. Some of the reasons why a card may be rejected are: The card is past its expiration date The credit card is over its limit The credit card number is incorrect The bank account for the debit card has insufficient funds The card has been flagged for fraudulent activity Technical difficulties Often times, a Payer may simply need to contact their bank and authorize the charge to your company. For ACH payments from a payer’s bank account, failures can happen for a number of reasons such as: insufficient funds, a bad account number, or the customer disabled debits from their bank account # What controls can I give my payers to manage their own recurring plans? URL: https://help.moonclerk.com/en/articles/1239930-what-controls-can-i-give-my-payers-to-manage-their-own-recurring-plans Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2021-02-18 Your payers can manage their recurring plans through the Payer Portal . You can also choose to allow your payers to: - Update their name and email - Update their billing... ## Article content Your payers can manage their recurring plans through the Payer Portal . You can also choose to allow your payers to: - Update their name and email - Update their billing information (always enabled by default) - Cancel their recurring plans - Pause and resume their recurring plans - Update their custom information field responses - Change the amount of their recurring plan - View their payment history - Update the day their recurring plan is charged - Update the frequency of their recurring plan [object Object] # What controls do I have over my crowdfunding campaigns? URL: https://help.moonclerk.com/en/articles/3968569-what-controls-do-i-have-over-my-crowdfunding-campaigns Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-05-12 When you create your public campaign page, you can: - Title your campaign - Write a description for your campaign - Set a dollar amount as a goal - Set an end date - Connect a... ## Article content When you create your public campaign page, you can: - Title your campaign - Write a description for your campaign - Set a dollar amount as a goal - Set an end date - Connect a MoonClerk payment form - Choose an accent color that will be used for items such as the “Fund” button - Upload a header image - Redirect payers back to the campaign page after they have checked out [object Object] Once you have created your campaign, you can: - Preview your campaign - Share your campaign - Add offline payments that didn’t come through your connected MoonClerk payment form. These offline payments are applied towards your public goal amount. - Edit your campaign - See all payers who have funded the campaign - Track your progress towards your goal # What data is sent and synced to Mailchimp from MoonClerk with the extension? URL: https://help.moonclerk.com/en/articles/3652237-what-data-is-sent-and-synced-to-mailchimp-from-moonclerk-with-the-extension Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-06-11 When someone checks out on your MoonClerk payment form that is connected to the MoonClerk Pro for Mailchimp extension, we automatically send data to your Mailchimp account and... ## Article content When someone checks out on your MoonClerk payment form that is connected to the MoonClerk Pro for Mailchimp extension, we automatically send data to your Mailchimp account and keep it synced moving forward with what is happening with that payer in MoonClerk. Here is the data that we send and sync: - Email Address - First Name - Last Name - If a checkout is recurring or for a one-time payment - Recurring Plan Status - Payment Form ID - Payment Form Name - Recurring Plan Amount - Checkout Amount - Recurring Plan Interval - Recurring Plan Interval Count [object Object] # What design options do I have for the public crowdfunding campaign pages? URL: https://help.moonclerk.com/en/articles/3968572-what-design-options-do-i-have-for-the-public-crowdfunding-campaign-pages Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-05-12 Currently, you can choose an accent color, upload a header image, and add a title and description for the public campaign page your payers will see. We take care of the rest. ## Article content Currently, you can choose an accent color, upload a header image, and add a title and description for the public campaign page your payers will see. We take care of the rest. # What do the different order access statuses mean in the Digital Delivery extension? URL: https://help.moonclerk.com/en/articles/2835805-what-do-the-different-order-access-statuses-mean-in-the-digital-delivery-extension Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2019-05-13 Each “Order” for a “Package” has a status: “Allowed” means that the payer has access to the Package they purchased. “Blocked” means that the payer no longer has access to the... ## Article content Each “Order” for a “Package” has a status: “Allowed” means that the payer has access to the Package they purchased. “Blocked” means that the payer no longer has access to the package they purchased. “Scheduled” means that the payer does not yet have access to the Package they purchased because they checked out for a recurring plan and that plan has not started yet. # What does a "Connection" in the Digital Delivery extension mean? URL: https://help.moonclerk.com/en/articles/2802542-what-does-a-connection-in-the-digital-delivery-extension-mean Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2019-05-13 A “Connection” is the relationship you create between a MoonClerk payment form and a “Package”. When you connect a Package to a MoonClerk payment form, we know what to deliver to... ## Article content A “Connection” is the relationship you create between a MoonClerk payment form and a “Package”. When you connect a Package to a MoonClerk payment form, we know what to deliver to your payers when they check out. Each payment form can only have one “Connection” to one “Package” but each “Package” can have “Connections” to multiple payment forms. # What does a "Package" in the Digital Delivery extension mean? URL: https://help.moonclerk.com/en/articles/2802540-what-does-a-package-in-the-digital-delivery-extension-mean Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2019-05-13 A “Package” contains a name, description, one or more of you digital products you’ve attached to it, and can have it own styling. You connect a package to a payment form so that... ## Article content A “Package” contains a name, description, one or more of you digital products you’ve attached to it, and can have it own styling. You connect a package to a payment form so that we know which digital product(s) to deliver when a payer checks out on the payment form. # What does a "Product" in the Digital Delivery extension mean? URL: https://help.moonclerk.com/en/articles/2802539-what-does-a-product-in-the-digital-delivery-extension-mean Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-04-15 A “Product” is an individual piece of digital content that you add to MoonClerk. After adding a digital “Product”, you attach it to a Package (by itself or with other “Products”)... ## Article content A “Product” is an individual piece of digital content that you add to MoonClerk. After adding a digital “Product”, you attach it to a Package (by itself or with other “Products”) and connect the Package to a MoonClerk payment form so that we know what to deliver to your payers when they check out. # What does an "Order" in the Digital Delivery extension mean? URL: https://help.moonclerk.com/en/articles/2802541-what-does-an-order-in-the-digital-delivery-extension-mean Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2019-05-13 We create an “Order” in the Digital Delivery area of your MoonClerk dashboard when a payer checks out on a payment form that has a “Connection” to a “Package.” An “Order” can have... ## Article content We create an “Order” in the Digital Delivery area of your MoonClerk dashboard when a payer checks out on a payment form that has a “Connection” to a “Package.” An “Order” can have different “Access” statuses that indicate if a payer still has access to the “Package." # What does it mean to restore an order's access to the default settings of the order? URL: https://help.moonclerk.com/en/articles/2896672-what-does-it-mean-to-restore-an-order-s-access-to-the-default-settings-of-the-order Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2019-05-13 There are 3 access statuses for an Order - Allowed, Blocked, and Scheduled. If you have manually allowed or manually blocked an order's access to a package, those access statuses... ## Article content There are 3 access statuses for an Order - Allowed, Blocked, and Scheduled. If you have manually allowed or manually blocked an order's access to a package, those access statuses (allowed and blocked) are indefinite. However, you can also restore the order's access status to the default settings of an order . By restoring access to the default settings, you are letting the access status follow the original settings of the order. For orders that are part of a one-time payment, the default access is always "Allowed". For orders that were part of recurring plans: - If the plan is Pending, the access will be set to "Scheduled." - If the plan is Active or Past Due, the access will be set to "Allowed." - If the plan is Canceled, Expired, or Unpaid, the access will be set to "Blocked." [object Object] # What does the "Connected" status of a package mean in the Digital Delivery extension? URL: https://help.moonclerk.com/en/articles/2831633-what-does-the-connected-status-of-a-package-mean-in-the-digital-delivery-extension Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-02-03 A “Connected” package means that the package has been connected in your MoonClerk dashboard to one or more MoonClerk payment forms. ## Article content A “Connected” package means that the package has been connected in your MoonClerk dashboard to one or more MoonClerk payment forms. # What does the “Unconnected" status of a package mean in the Digital Delivery extension? URL: https://help.moonclerk.com/en/articles/2835570-what-does-the-unconnected-status-of-a-package-mean-in-the-digital-delivery-extension Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-02-03 An “Unconnected” package means that the package is not connected to any MoonClerk payment forms in your MoonClerk dashboard. ## Article content An “Unconnected” package means that the package is not connected to any MoonClerk payment forms in your MoonClerk dashboard. # What does the MoonClerk Pro for Mailchimp extension allow me to do? URL: https://help.moonclerk.com/en/articles/3651980-what-does-the-moonclerk-pro-for-mailchimp-extension-allow-me-to-do Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-06-11 Basic overview of the extension ## Article content With the MoonClerk Pro for Mailchimp extension you're able to more easily run a paid newsletter and can sell access to that newsletter through one-time or subscription payments. Also, if you'd just like to send more data to Mailchimp from MoonClerk and have that data auto-synced, MoonClerk Pro for Mailchimp allows you to do that too. This extension provides more power than our original (and still supported) Mailchimp integration. With our original Mailchimp integration: - We auto-send payer email addresses to Mailchimp. [object Object] With MoonClerk Pro for Mailchimp: - We auto-send payer name, email address, plan status, and much more to Mailchimp . - We auto-sync all of payer data (including recurring plan status) between Mailchimp and MoonClerk. - In Mailchimp, you can segment payers by recurring plan status and other data. You can send emails based on segments. # What happens if I already have the free Mailchimp integration connected to a form and want to connect MoonClerk Pro for Mailchimp to that same form? URL: https://help.moonclerk.com/en/articles/3652029-what-happens-if-i-already-have-the-free-mailchimp-integration-connected-to-a-form-and-want-to-connect-moonclerk-pro-for-mailchimp-to-that-same-form Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-06-11 If you already have our original Mailchimp integration connected to a form and you connect the MoonClerk Pro for Mailchimp extension to that same form, we will send in all of the... ## Article content If you already have our original Mailchimp integration connected to a form and you connect the MoonClerk Pro for Mailchimp extension to that same form, we will send in all of the data that comes with the extension into Mailchimp and sync it with Mailchimp for all checkouts moving forward. So, MoonClerk Pro for Mailchimp will essentially supersede our original Mailchimp integration on those forms after installation. # What happens to my Vimeo Live webinar after the live event? URL: https://help.moonclerk.com/en/articles/3972283-what-happens-to-my-vimeo-live-webinar-after-the-live-event Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-04-30 Once you have finished your Vimeo Live video, we maintain the recorded version of the video. Your payers who have gained access to the video through the Digital Delivery extension... ## Article content Once you have finished your Vimeo Live video, we maintain the recorded version of the video. Your payers who have gained access to the video through the Digital Delivery extension will have access to go back and watch the video through the Digital Delivery extension unless you remove the “Product" in MoonClerk. # What happens to my YouTube Live webinar videos after the live event? URL: https://help.moonclerk.com/en/articles/3921472-what-happens-to-my-youtube-live-webinar-videos-after-the-live-event Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-04-15 Once you have finished your YouTube Live video, we maintain the recorded version of the video. Your payers who have gained access to the video through the Digital Delivery... ## Article content Once you have finished your YouTube Live video, we maintain the recorded version of the video. Your payers who have gained access to the video through the Digital Delivery extension will have access to go back and watch the video through the Digital Delivery extension unless you remove the “Product" in MoonClerk. # What is crowdfunding? URL: https://help.moonclerk.com/en/articles/3968567-what-is-crowdfunding Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-05-12 Crowdfunding is a method of raising funds online from a potentially large group of supporters for a cause or project. Crowdfunding campaigns usually have a pre-determined dollar... ## Article content Crowdfunding is a method of raising funds online from a potentially large group of supporters for a cause or project. Crowdfunding campaigns usually have a pre-determined dollar amount as a goal and a pre-determined end-date. Crowdfunding makes it easy for you to share your campaign goal and timeline with the public and for you and the public to track progress towards the goal Organizations and businesses can use crowdfunding for different types of projects. For example: nonprofit fundraising campaigns, startup funding for businesses, creative funding for artist projects, etc. # What is Liquid Templating and where can I learn more about it? URL: https://help.moonclerk.com/en/articles/1239798-what-is-liquid-templating-and-where-can-i-learn-more-about-it Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-09-16 Liquid Templating is a templating system MoonClerk uses to allow you to customize and program the content of email notifications. It is similar to a mail merge system. Learn more... ## Article content Liquid Templating is a templating system MoonClerk uses to allow you to customize and program the content of email notifications. It is similar to a mail merge system. Learn more about Liquid Templating MoonClerk provides some MoonClerk specific Liquid Templating variables for you to use in your email notifications. See the MoonClerk specific Liquid Templating variables. # What is the crowdfunding experience like from my payers' perspective? URL: https://help.moonclerk.com/en/articles/3968566-what-is-the-crowdfunding-experience-like-from-my-payers-perspective Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-03-27 Your supporters will first arrive at the public crowdfunding campaign page you’ve created. On the campaign page, they can learn about your campaign and click on the “Fund” button.... ## Article content Your supporters will first arrive at the public crowdfunding campaign page you’ve created. On the campaign page, they can learn about your campaign and click on the “Fund” button. Once they’ve clicked the “Fund” button, they’ll arrive at the MoonClerk payment form you’ve connected to the campaign page and they’ll be able to check out: They can complete the checkout process on that page. If you choose to redirect them back to the campaign page, they’ll arrive back where they started. They'll able to see that their support helped increase the total dollar amount towards your goal. All of the normal settings you have in your MoonClerk dashboard for your account and the payment form you have connected to the crowdfunding campaign will apply. So, for instance, if you have the Successful Payment notification enabled, they will receive a receipt for their payment. # What is the process like for payers when they pay using a bank account (ACH)? URL: https://help.moonclerk.com/en/articles/1840032-what-is-the-process-like-for-payers-when-they-pay-using-a-bank-account-ach Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-03-19 ACH / Bank Account Payments ## Article content In order for your payers to pay using their bank account (ACH), you must first enable bank payments as a Payment method on the payment form . 1) Once you have done that, your payers will see the option of paying with their bank accounts on the payment form when they checkout. This option will show up in the Payment Details section. The payer will be able to click on their bank or search for it. 2) Once they select their bank, they will see a security page. 3) They will then be taken through the bank connection process, which may vary depending on their bank. 6) Once their bank account is successfully connected, they are then redirected back to the MoonClerk payment form where they can click Complete to complete the checkout process. # What MoonClerk-specific Liquid Templating variables and filters are available for notifications? URL: https://help.moonclerk.com/en/articles/1239788-what-moonclerk-specific-liquid-templating-variables-and-filters-are-available-for-notifications Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-10-31 Here is a list of MoonClerk-specific Liquid Templating variables and filters . ## Article content Here is a list of MoonClerk-specific Liquid Templating variables and filters . # What options do I have when creating a coupon code? URL: https://help.moonclerk.com/en/articles/1239874-what-options-do-i-have-when-creating-a-coupon-code Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-09-16 When you create a coupon code, you have the ability to choose the following options: 1) A custom name for the code 2) The amount or percentage off for the discount 3) Whether the... ## Article content When you create a coupon code, you have the ability to choose the following options: 1) A custom name for the code 2) The amount or percentage off for the discount 3) Whether the coupon will be used for one-time or recurring checkouts 4) Whether the duration of a coupon for a recurring checkout is once, forever, or multi-month 5) A date by which a coupon must be used (expiration date) 6) The maximum number of times the coupon can be used 7) The form(s) that you want to limit the coupon’s use to # What styling options do I have for the download page my payers will see? URL: https://help.moonclerk.com/en/articles/2802534-what-styling-options-do-i-have-for-the-download-page-my-payers-will-see Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2019-05-13 Currently, you can choose an accent color and upload a header image for the digital download page your payers will see. We take care of the rest. ## Article content Currently, you can choose an accent color and upload a header image for the digital download page your payers will see. We take care of the rest. # What types of files and content can I add as a digital product? URL: https://help.moonclerk.com/en/articles/2835604-what-types-of-files-and-content-can-i-add-as-a-digital-product Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-06-09 Downloadable Files You can upload files of any type. That means you can upload any type of video, image, software, or document. The only limit we have is a maximum size of 4GB per... ## Article content Downloadable Files You can upload files of any type. That means you can upload any type of video, image, software, or document. The only limit we have is a maximum size of 4GB per file. However, we don’t have any limits on your total storage or delivery bandwidth. Video Embeds For embeds, we allow you to embed standard YouTube and Vimeo videos as well as YouTube Live and Vimeo Live videos. External Links You can also sell access to any external link (URL) of your choosing. These could be links to Zoom calls, Google Meet calls, digital assets stored on cloud service like Dropbox, chat communities like Slack, or another web addresses you'd like to provide. # What Vimeo settings do I need for my embedded Vimeo videos? URL: https://help.moonclerk.com/en/articles/3972281-what-vimeo-settings-do-i-need-for-my-embedded-vimeo-videos Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-04-30 Vimeo offers more controls and options over video privacy and video display than YouTube. However, in order to take advantage of most of those controls and options, you’ll need to... ## Article content Vimeo offers more controls and options over video privacy and video display than YouTube. However, in order to take advantage of most of those controls and options, you’ll need to opt-in to one of their paid plans. Vimeo Plus should work for most options and as of the date of the publishing of this article is $7/month. Once you have upgraded to Vimeo Plus, here are the settings we suggest (though you may choose to set different controls than these suggestions). Under the “Who can watch?” section of your Vimeo video Choose either “People with the password”, “People with the private link,” or “Hide this video from Vimeo.com”. - If you choose the “People with the password” option, you’ll be asked to type in a password. In the product you create for the video in the MoonClerk Digital Delivery extension, you’ll want to include the password in the product description so your payers can access the video. - If you choose, “People with the private link” option, Vimeo will generate a private link. You will not use the public link for the video. You will copy the private link and paste it when you add the video as a product in the MoonClerk Digital Delivery extension. Here is where you’ll see the private link: [object Object] - If you choose, “Hide this video from vimeo.com”, you’ll just paste the public link for the video when you add it as a product in the MoonClerk Digital Delivery extension. Under the “Where can this be embedded?” section of the video: Choose “Specific domains”, type moonclerk.com , then click the + button. Make sure you click the “Save” button at the bottom of the page. Next, in the “Embed” section of your video: You’ll want to disable the “Share” button that shows on the video. You can make other choices about the controls, actions, and display of how you want your video to appear as an embed (only a few of those are shown in the screenshot below). After you’re done, make sure to click “Save” at the bottom. # What YouTube settings do I need for my embedded YouTube videos? URL: https://help.moonclerk.com/en/articles/3921479-what-youtube-settings-do-i-need-for-my-embedded-youtube-videos Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-04-15 Because you are selling access to YouTube video products in the the Digital Delivery extension, there are some settings in YouTube you should make sure are correct: - For your... ## Article content Because you are selling access to YouTube video products in the the Digital Delivery extension, there are some settings in YouTube you should make sure are correct: - For your "Visibility" settings in YouTube, be sure to publish your videos as "Unlisted”. This will make your video more private by keeping it from being published publicly on YouTube. [object Object] - In the "License" section, keep the default "Standard YouTube License" for your video. - In the "Additional Options" section, keep the default "Allow Embedding" option checked. # When will my payers gain access to the digital products after they check out? URL: https://help.moonclerk.com/en/articles/2813371-when-will-my-payers-gain-access-to-the-digital-products-after-they-check-out Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2019-05-13 Currently, if your payers have checked out for a one-time payment or for a recurring plan that begins charging immediately, we give your payers immediate access to the package you... ## Article content Currently, if your payers have checked out for a one-time payment or for a recurring plan that begins charging immediately, we give your payers immediate access to the package you have connected to the payment form they checked out on. If your payers have checked out for a recurring plan that starts charging in the future, we give them access to the package on the date/time when their plan becomes active (ie. when they are charged.) # Where do I add an embedded Vimeo Live webinar as a digital product? URL: https://help.moonclerk.com/en/articles/3972286-where-do-i-add-an-embedded-vimeo-live-webinar-as-a-digital-product Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2024-02-20 First, set up your Vimeo Live video in Vimeo . After you’ve done that, follow these instructions: 1) Click on “Extensions” in the main navigation of the dashboard and choose the... ## Article content First, set up your Vimeo Live video in Vimeo . After you’ve done that, follow these instructions: 1) Click on “Extensions” in the main navigation of the dashboard and choose the “Digital Delivery” option. 2) Click the “Add Product” button. 3) Choose to “Embed a Video" 4) Type the name you’d like to give the video, write a description for it (optional), and paste the link to your Vimeo Live video. Keep in mind, you will not be pasting the embed code for the live video - just the link. We take care of the embedding so you don’t need the embed code. 7) Click “Save" # Where will payers enter coupon codes when they are checking out? URL: https://help.moonclerk.com/en/articles/1239891-where-will-payers-enter-coupon-codes-when-they-are-checking-out Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2023-12-15 If you have enabled coupons to be used on a checkout , then the payer will be able to enter and apply the coupon code during the first step of the checkout. When they arrive at... ## Article content If you have enabled coupons to be used on a checkout , then the payer will be able to enter and apply the coupon code during the first step of the checkout. When they arrive at the second page of the checkout, they will see the applied coupon information. # Will I be billed extra for the Crowdfunding extension? URL: https://help.moonclerk.com/en/articles/3968560-will-i-be-billed-extra-for-the-crowdfunding-extension Canonical source: MoonClerk Help Center Help Center · Dodd Caldwell · Updated 2020-05-12 You will not be billed extra for your use of the Crowdfunding extension. While we do charge an extra monthly fee for the use of some of our other extensions, we have decided to... ## Article content You will not be billed extra for your use of the Crowdfunding extension. While we do charge an extra monthly fee for the use of some of our other extensions, we have decided to include the Crowdfunding extension in the base price for MoonClerk. You can view our pricing at anytime . # How do I add an integration to a payment form? URL: https://help.moonclerk.com/en/articles/1239728-how-do-i-add-an-integration-to-a-payment-form Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2024-04-18 Once you have installed an integration provider on your MoonClerk account , you will need to activate it for the payment form(s) you would like to use it with. 1) Click on the... ## Article content Once you have installed an integration provider on your MoonClerk account , you will need to activate it for the payment form(s) you would like to use it with. 1) Click on the Forms button in your account's main navigation. 2) Option A. Click on the payment form with which you would like to use the integration. Click on the Integrate button. ​ 2) Option B. Click on the vertical ellipsis Choose Integrate from the drop down. 3) If you have already installed the integration provider at the account level, you should see it under the list of "Available Integrations." Click the Add button. 4) Choose and/or enter the necessary information (may vary depending on the integration provider.) ​ 5) Once you're done, click the Save button. # How do I add my payers to a GetResponse campaign when they check out on a payment form? URL: https://help.moonclerk.com/en/articles/1239818-how-do-i-add-my-payers-to-a-getresponse-campaign-when-they-check-out-on-a-payment-form Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2024-04-19 Once you have installed GetResponse on your Moonclerk account , you will need to activate it for the payment form(s) you would like to use it with. 1) Click on the Forms button in... ## Article content Once you have installed GetResponse on your Moonclerk account , you will need to activate it for the payment form(s) you would like to use it with. 1) Click on the Forms button in your account's main navigation. 2) Option A. Click on the payment form with which you would like to use the integration. ​ Click the Integrate button. ​ 2) Option B. Click on the vertical ellipsis. Choose Integrate from the drop down. 3) If you have already installed GetResponse on your MoonClerk account, you should see it under the list of "Available Integrations." Click the Add button. 4) Choose which list you would like payers to be added to when they successfully check out. 5) Choose whether you would like to add opt-in text to your checkout form. 6) If you choose Yes, enter the opt-in text. 7) Click Save. ​​8) If you would like to add payers from this same payment form to another audience list, repeat these steps. # How do I add my payers to a MailChimp audience list when they check out on a payment form? URL: https://help.moonclerk.com/en/articles/1239734-how-do-i-add-my-payers-to-a-mailchimp-audience-list-when-they-check-out-on-a-payment-form Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2024-04-19 Once you have installed MailChimp on your MoonClerk account , you will need to activate it for the payment form(s) you would like to use it with. 1) Click on the Forms button in... ## Article content Once you have installed MailChimp on your MoonClerk account , you will need to activate it for the payment form(s) you would like to use it with. 1) Click on the Forms button in your account's main navigation. 2) Option A. Click on the payment form with which you would like to use the integration. Click the Integrate button. 2) Option B. Click on the vertical ellipsis. Choose Integrate from the drop down. 3) If you have already installed MailChimp on your MoonClerk account, you should see it under the list of "Available Integrations." Click the Add button. 4) Choose which list you would like payers to be added to when they successfully check out. 5) Choose whether you would like to add opt-in text to your checkout form (recommended for MailChimp). 6) If you choose Yes, enter the opt-in text. 7) Click Save. ​ ​ 8) If you would like to add payers from this same payment form to another audience list, repeat these steps. # How do I add my payers to an ActiveCampaign contacts list when they check out? URL: https://help.moonclerk.com/en/articles/1239826-how-do-i-add-my-payers-to-an-activecampaign-contacts-list-when-they-check-out Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2024-04-18 Once you have installed ActiveCampaign on your MoonClerk account , you will need to activate it for the payment form(s) you would like to use it with. 1) Click on the Forms button... ## Article content Once you have installed ActiveCampaign on your MoonClerk account , you will need to activate it for the payment form(s) you would like to use it with. 1) Click on the Forms button in your account's main navigation. 2) Option A. Click on the payment form with which you would like to use the integration. ​ Click the Integrate button. ​ 2) Option B. Click on the vertical ellipsis. Choose Integrate from the drop down. 3) If you have already installed ActiveCampaign on your MoonClerk account, you should see it under the list of "Available Integrations." Click the Add button. ​ 4) Choose which list you would like payers to be added to when they successfully check out. 5) Choose whether you would like to add opt-in text to your checkout form. 6) If you choose Yes, enter the opt-in text. ​ 7) Click Save. ​8) If you would like to add payers from this same payment form to another contacts list, repeat these steps. # How do I add my payers to an AWeber list when they check out on a payment form? URL: https://help.moonclerk.com/en/articles/1239839-how-do-i-add-my-payers-to-an-aweber-list-when-they-check-out-on-a-payment-form Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2024-04-19 Once you have installed AWeber on your Moonclerk account , you will need to activate it for the payment form(s) you would like to use it with. 1) Click on the Forms button in your... ## Article content Once you have installed AWeber on your Moonclerk account , you will need to activate it for the payment form(s) you would like to use it with. 1) Click on the Forms button in your account's main navigation. ​2) Option A. Click on the payment form with which you would like to use the integration. ​ Click on the Integrate button. ​2) Option B. Click on the vertical ellipsis. Choose Integrate from the drop down. 3) If you have already installed AWeber on your MoonClerk account, you should see it under the list of "Available Integrations." Click the Add button. ​4) Choose which list you would like payers to be added to when they successfully check out. 5) Choose whether you would like to add opt-in text to your checkout form. ​ 6) If you choose Yes, enter the opt-in text. ​ 7) Click Save. 8) If you would like to add payers from this same payment form to another list, repeat these steps. # How do I add payers to a Campaign Monitor subscriber list when they check out? URL: https://help.moonclerk.com/en/articles/1239810-how-do-i-add-payers-to-a-campaign-monitor-subscriber-list-when-they-check-out Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2024-04-19 Once you have installed Campaign Monitor on your MoonClerk account, you will need to activate it for the payment form(s) you would like to use it with. 1) Click on the Forms... ## Article content Once you have installed Campaign Monitor on your MoonClerk account, you will need to activate it for the payment form(s) you would like to use it with. 1) Click on the Forms button in your account's main navigation. 2) Option A. Click on the payment form with which you would like to use the integration. ​ Click the Integrate button. ​ 2) Option B. Click on the vertical ellipsis Choose Integrate from the drop down. 3) If you have already installed Campaign Monitor on your MoonClerk account, you should see it under the list of "Available Integrations." Click the Add button. ​​4) Choose which list you would like payers to be added to when they successfully check out. 5) Choose whether you would like to add opt-in text to your checkout form. ​6) If you choose Yes, enter the opt-in text. 7) Click Save. ​8) If you would like to add payers from this same payment form to another audience list, repeat these steps. # How do I add payers to a Constant Contact contacts list when they check out? URL: https://help.moonclerk.com/en/articles/1239816-how-do-i-add-payers-to-a-constant-contact-contacts-list-when-they-check-out Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2024-04-18 Once you have installed Constant Contact on your MoonClerk account , you will need to activate it for the payment form(s) you would like to use it with. 1) Click on the Forms... ## Article content Once you have installed Constant Contact on your MoonClerk account , you will need to activate it for the payment form(s) you would like to use it with. 1) Click on the Forms button in your account's main navigation. 2) Option A. Click on the payment form with which you would like to use the integration. ​ Click on the Integrate button. ​ 2) Option B. Click on the vertical ellipsis Choose Integrate from the drop down. 3) If you have already installed Constant Contact on your MoonClerk account, you should see it under the list of "Available Integrations." Click the Add button. ​ 4) Choose which list you would like payers to be added to when they successfully check out. 5) Choose whether you would like to add opt-in text to your checkout form. ​ 6) If you choose Yes, enter the opt-in text. ​ 7) Click Save. ​ 8) If you would like to add payers from this same payment form to another audience list, repeat these steps. # How do I apply a ConvertKit tag to my payers when they check out on a MoonClerk payment form? URL: https://help.moonclerk.com/en/articles/1239846-how-do-i-apply-a-convertkit-tag-to-my-payers-when-they-check-out-on-a-moonclerk-payment-form Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2024-04-19 Once you have installed ConvertKit on your MoonClerk account , you will need to activate it for the payment form(s) you would like to use it with. 1) Click on the Forms button in... ## Article content Once you have installed ConvertKit on your MoonClerk account , you will need to activate it for the payment form(s) you would like to use it with. 1) Click on the Forms button in your account's main navigation. 2) Option A. Click on the payment form with which you would like to use the integration. Click the Integrate button. 2) Option B. Click on the vertical ellipsis. Choose Integrate from the drop down. 3) If you have already installed ConvertKit on your MoonClerk account, you should see it under the list of "Available Integrations." Click the Add button. 4) In the Tags section, choose which ConvertKit tag you would like apply to payers when they successfully check out. 5) Choose whether you would like to add opt-in text to your checkout form. 6) If you choose Yes, enter the opt-in text. 7) Click Save. 8) If you would like to add payers from this same payment form to another list, repeat these steps. # How do I delete an integration from one of my payment forms? URL: https://help.moonclerk.com/en/articles/1239802-how-do-i-delete-an-integration-from-one-of-my-payment-forms Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2024-04-18 1) Click on the Forms button in your account's main navigation. 2) Click on the payment form that has the integration you would like to remove. 3) Click on the Integrate button. ​... ## Article content 1) Click on the Forms button in your account's main navigation. 2) Click on the payment form that has the integration you would like to remove. 3) Click on the Integrate button. ​ 4) Find the active integration you would like to remove and click the Delete button. 5) Confirm by clicking OK # How do I edit my API credentials for an integration? URL: https://help.moonclerk.com/en/articles/1239804-how-do-i-edit-my-api-credentials-for-an-integration Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2024-02-05 Use the Edit feature only to update regenerated credentials. If you are connecting to a different account, we recommend uninstalling the existing integration and re-installing the... ## Article content Use the Edit feature only to update regenerated credentials. If you are connecting to a different account, we recommend uninstalling the existing integration and re-installing the new one. Connecting to a different account will cause all integrations at the form level to break. ​ 1) Click on the account drop down button in your account's main navigation. ​2) Click on the Integrations option. ​ 3) Find the installed integration that you would like to edit and click there. ​ 4) Click the Edit button. 5) Depending on which integration provider you are using, you may be directed to a page hosted by that provider. If so, follow the prompts the provider gives. If not, then enter your account credentials for that provider. ​ 6) If you needed to enter your credentials again on MoonClerk, click the Save button. ​ # How do I edit one of the integrations on one of my payment forms? URL: https://help.moonclerk.com/en/articles/1239801-how-do-i-edit-one-of-the-integrations-on-one-of-my-payment-forms Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2024-04-18 1) Click on the Forms button in your account's main navigations. 2) Option A. Click on the payment form with which you would like to use the integration. Click on the Integrate... ## Article content 1) Click on the Forms button in your account's main navigations. 2) Option A. Click on the payment form with which you would like to use the integration. Click on the Integrate button. 2) Option B. Click on the vertical ellipsis. Choose Integrate from the drop down. 3) Find the active integration you would like to edit and click the Edit button. 4) Make your changes and then click Save. ​ # How do I find my Google Analytics Tag ID? URL: https://help.moonclerk.com/en/articles/1239824-how-do-i-find-my-google-analytics-tag-id Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2023-04-21 To find your Google Analytics Tag ID, follow the instructions in this Help article on the Google Analytics Help section. ## Article content To find your Google Analytics Tag ID, follow the instructions in this Help article on the Google Analytics Help section. # How do I find the API Key and API URL for my ActiveCampaign account? URL: https://help.moonclerk.com/en/articles/1239821-how-do-i-find-the-api-key-and-api-url-for-my-activecampaign-account Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2022-05-05 1. Click the "Settings" option located in the left side navigation menu. 2. The Account Settings menu will appear. Click the "Developer" option. 3. The Developer Settings page... ## Article content 1. Click the "Settings" option located in the left side navigation menu. 2. The Account Settings menu will appear. Click the "Developer" option. 3. The Developer Settings page will load and will display your ActiveCampaign API URL and Key. You can copy and paste this information into your 3rd party application. Here is an article in the ActiveCampaign Help section that walks you through this process. Scroll to the "How to obtain your ActiveCampaign API URL and Key" subheading. https://help.activecampaign.com/hc/en-us/articles/207317590-Getting-started-with-the-API#what-is-an-api # How do I find the API key and Client IDs for my Campaign Monitor account? URL: https://help.moonclerk.com/en/articles/1239812-how-do-i-find-the-api-key-and-client-ids-for-my-campaign-monitor-account Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2024-02-05 Here is an article in the Campaign Monitor Help section that shows you how to find your account's API key . To find the Client ID: Keep in mind that Campaign Monitor may change... ## Article content Here is an article in the Campaign Monitor Help section that shows you how to find your account's API key . To find the Client ID: Keep in mind that Campaign Monitor may change their interface at any time without notice so these exact instructions may not be up-to-date) 1) Sign in to your Campaign Monitor Account. 2) Click on the Clients link in the upper left hand corner. 3) Click on the Client you would like to use. 4) Click on Client Settings. 5) Click on the Edit button. 6) Click on the "Show client's API Info" link. 7) Copy the Client ID. # How do I find the API key for my GetResponse account? URL: https://help.moonclerk.com/en/articles/1239808-how-do-i-find-the-api-key-for-my-getresponse-account Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2023-05-23 Here is an article from the GetResponse Help section that explains how to find the API key for your GetResponse account. ## Article content Here is an article from the GetResponse Help section that explains how to find the API key for your GetResponse account. # How do I find the API key for my MadMimi account? URL: https://help.moonclerk.com/en/articles/1239727-how-do-i-find-the-api-key-for-my-madmimi-account Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2017-11-22 Here is an article from the MadMimi Help section that explains how to find your MadMimi API key: http://help.madmimi.com/where-can-i-find-my-api-key/ ## Article content Here is an article from the MadMimi Help section that explains how to find your MadMimi API key: http://help.madmimi.com/where-can-i-find-my-api-key/ # How do I find the API Secret for my ConvertKit account? URL: https://help.moonclerk.com/en/articles/1239830-how-do-i-find-the-api-secret-for-my-convertkit-account Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2022-02-24 To find your Convertkit API Secret, sign in to your Convertkit account, go to Account Settings , then go to "Advanced", and then go to “Show." ## Article content To find your Convertkit API Secret, sign in to your Convertkit account, go to Account Settings , then go to "Advanced", and then go to “Show." # How do I install ActiveCampaign on my MoonClerk account? URL: https://help.moonclerk.com/en/articles/1239825-how-do-i-install-activecampaign-on-my-moonclerk-account Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2024-02-15 1) Click on the account drop down button in your account's main navigation. 2) Click on the Integrations option. ​ 3) Find ActiveCampaign on the Integrations list and click the... ## Article content 1) Click on the account drop down button in your account's main navigation. 2) Click on the Integrations option. ​ 3) Find ActiveCampaign on the Integrations list and click the Install button ​ 4) Enter the API Key and API URL for your ActiveCampaign account. Learn how to find your Active Campaign API Key and API URL. 5) Add your required credentials ​ 6) Click the Save button 7) ActiveCampaign is now available for you to use on your payment forms. Learn how to add your payers to an ActiveCampaign contacts list when they check out on one of your payment forms . # How do I install an integration provider on my MoonClerk account? URL: https://help.moonclerk.com/en/articles/1239725-how-do-i-install-an-integration-provider-on-my-moonclerk-account Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2024-02-08 1) Click on the account drop down button in your account's main navigation. 2) Click on the Integrations option. 3) Click on the + Add Integration button. 4) Find the integration... ## Article content 1) Click on the account drop down button in your account's main navigation. 2) Click on the Integrations option. 3) Click on the + Add Integration button. 4) Find the integration you would like to install and click on the Install button. 4) Depending on which integration provider you are using, you may be directed to a page hosted by that provider. If so, follow the prompts the provider gives. If not, choose and/or enter the necessary information (may vary depending on the integration provider.) Once you're done, click the Save Credentials button. ​ 5) The integration provider is now available for you to use on your payment forms. Learn how to add an integration to a payment form . # How do I install AWeber on my MoonClerk account? URL: https://help.moonclerk.com/en/articles/1239833-how-do-i-install-aweber-on-my-moonclerk-account Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2024-02-15 1) Click on the account drop down button in your account's main navigation. 2) Click on the Integrations option ​3) Find AWeber within the Integration options and click the... ## Article content 1) Click on the account drop down button in your account's main navigation. 2) Click on the Integrations option ​3) Find AWeber within the Integration options and click the Install button. 4) You will be directed to an AWeber hosted page. Enter your AWeber login credentials and click the Allow Access button. 5) AWeber is now available for you to use on your payment forms. Learn how to add your payers to an AWeber list when they check out on one of your payment forms. # How do I install Campaign Monitor on my MoonClerk account? URL: https://help.moonclerk.com/en/articles/1239807-how-do-i-install-campaign-monitor-on-my-moonclerk-account Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2024-02-05 1) Click on the account drop down button in your account's main navigation. 2) Click on the Integrations option. ​ 3) Find Campaign Monitor within the Integration options and... ## Article content 1) Click on the account drop down button in your account's main navigation. 2) Click on the Integrations option. ​ 3) Find Campaign Monitor within the Integration options and click the Install button. 4) Enter your Campaign Monitor API Key ​ 5) Enter the Client ID of the client you would like to install. 6) Click the Save Credentials button. ​ 7) Campaign Monitor is now available for you to use on your payment forms. Learn how to add your payers to a Campaign Monitor subscriber list when they check out on one of your payment forms . # How do I install Constant Contact on my MoonClerk account? URL: https://help.moonclerk.com/en/articles/1239813-how-do-i-install-constant-contact-on-my-moonclerk-account Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2024-02-15 1) Click on the account drop down button in your account's main navigation. 2) Click on the Integrations option. ​3) Find Constant Contact Find MailChimp within the Integration... ## Article content 1) Click on the account drop down button in your account's main navigation. 2) Click on the Integrations option. ​3) Find Constant Contact Find MailChimp within the Integration options and click the Install button. ​ 4) Click the Connect to Constant Contact button. 5) You'll be directed to a Constant Contact hosted page. Enter your login credentials and click Log In. ​ 5) You'll then be directed to another Constant Contact hosted page. Click on the Grant Access button. 6) Constant Contact is now available for you to use on your payment forms. Learn how to add your payers to a Constant Contact audience list when they check out on one of your payment forms . # How do I install ConvertKit on my MoonClerk account? URL: https://help.moonclerk.com/en/articles/1239835-how-do-i-install-convertkit-on-my-moonclerk-account Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2024-02-15 1) Click on the account drop down button in your account's main navigation. 2) Click on the Integrations option. ​3) Find ConvertKit within the Integration options and click... ## Article content 1) Click on the account drop down button in your account's main navigation. 2) Click on the Integrations option. ​3) Find ConvertKit within the Integration options and click install. ​ 4) Enter your ConvertKit API Secret. Learn how to find your ConvertKit API Secret 5) Click the Save Credentials button. ​ 6) ConvertKit is now available for you to use on your payment forms. Learn how to apply a ConvertKit tag to your payers when they check out on a MoonClerk payment form . # How do I install GetResponse on my MoonClerk account? URL: https://help.moonclerk.com/en/articles/1239814-how-do-i-install-getresponse-on-my-moonclerk-account Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2024-02-15 1) Click on the account drop down button in your account's main navigation. 2) Click on the Integrations option. ​3) Find GetResponse within the Integration options and click the... ## Article content 1) Click on the account drop down button in your account's main navigation. 2) Click on the Integrations option. ​3) Find GetResponse within the Integration options and click the Install button. 5) Enter your GetResponse API key. ​ 6) Click the Save Credentials button. ​ 7) GetResponse is now available for you to use on your payment forms. Learn how to add your payers to a GetResponse campaign when they check out on one of your payment forms. # How do I install Google Analytics on my MoonClerk payment forms? URL: https://help.moonclerk.com/en/articles/1239828-how-do-i-install-google-analytics-on-my-moonclerk-payment-forms Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2024-04-19 1) Click on the account drop down button in your account's main navigation. 2) Click on the Integrations option in the drop down menu. 3) Find the Google Analytics integration and... ## Article content 1) Click on the account drop down button in your account's main navigation. 2) Click on the Integrations option in the drop down menu. 3) Find the Google Analytics integration and click on the Install button. 4) Enter your Google Tag ID. Learn how to find your Google Tag ID . 5) Click “Save.” Google Analytics is now installed on your MoonClerk account and will track all of your payment forms. ​ # How do I install MailChimp on my MoonClerk account? URL: https://help.moonclerk.com/en/articles/1239735-how-do-i-install-mailchimp-on-my-moonclerk-account Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2024-02-15 1) Click on the account drop down button in your account's main navigation. 2) Click on the Integrations option. ​ 3) Find MailChimp within the Integration options and click the... ## Article content 1) Click on the account drop down button in your account's main navigation. 2) Click on the Integrations option. ​ 3) Find MailChimp within the Integration options and click the Install button. 4) Click the Connect to Mailchimp button. 5) You will be directed to a MailChimp hosted page. Enter your MailChimp login credentials and click the Login button. MailChimp is now available for you to use on your payment forms. Learn how to add your payers to a MailChimp audience list when they check out on one of your payment forms . # How do I integrate my MoonClerk account with Zapier? URL: https://help.moonclerk.com/en/articles/1366421-how-do-i-integrate-my-moonclerk-account-with-zapier Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2021-01-05 Zapier is a web automation platform that makes it easy for non-developers to connect over 2,000 web services together. MoonClerk is available on the Zapier platform. The best way... ## Article content Zapier is a web automation platform that makes it easy for non-developers to connect over 2,000 web services together. MoonClerk is available on the Zapier platform. The best way to use MoonClerk with Zapier is to use our new, beta integration that requires an invite link. You’ll need to have or create a Zapier account. Then, to get started: - Click this invite link - Create new Zaps - Search for the MoonClerk app and select “MoonClerk 2.0” [object Object] # How do I set up cross-domain tracking with Google Analytics? URL: https://help.moonclerk.com/en/articles/1499236-how-do-i-set-up-cross-domain-tracking-with-google-analytics Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2024-04-19 Note: Cross-domain tracking will not work if a form is embedded on your website. 1) Follow these instructions from Google to add "moonclerk.com" to your domains in your Google... ## Article content Note: Cross-domain tracking will not work if a form is embedded on your website. 1) Follow these instructions from Google to add "moonclerk.com" to your domains in your Google Analytics account. 2) Then, log into your MoonClerk account. Click on “Integrations" in your Account dropdown menu. 3) Click on the Google Analytics section. 4) Click Edit 4) In the Cross Domain Configuration section of the Google Analytics Integration Page on MoonClerk, click Yes to “Configure Cross Domain Tracking.” 5) In the "Domains” section, add any domains that you would like to be grouped to a single session. This would be your site that links to a payment form or sites to which you may redirect to upon a successful checkout. - Do not place any prefixes to the domain. For example: example.com is correct but http://example.com is not. - Separate multiple domains with a comma. [object Object] 6) Click “Save" # How do I test my API credentials for an integration provider? URL: https://help.moonclerk.com/en/articles/1239733-how-do-i-test-my-api-credentials-for-an-integration-provider Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2024-02-08 1) Click on the account drop down button in your account's main navigation. 2) Click on the Integrations option. ​3) Find the installed integration whose credentials you would... ## Article content 1) Click on the account drop down button in your account's main navigation. 2) Click on the Integrations option. ​3) Find the installed integration whose credentials you would like to test and click there. 4) the Test Credentials button. ​ 5) If the test passes, you will see a Verified Successfully message. # How do I uninstall an integration provider from my MoonClerk account? URL: https://help.moonclerk.com/en/articles/1239736-how-do-i-uninstall-an-integration-provider-from-my-moonclerk-account Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2024-02-08 1) Click on the account drop down button in your account's main navigation. 2) Click on the Integrations option. 3) Find the installed integration that you would like to uninstall... ## Article content 1) Click on the account drop down button in your account's main navigation. 2) Click on the Integrations option. 3) Find the installed integration that you would like to uninstall and click there. 4) A new page will load and you will need to click the Uninstall Integration button. ​ 5) Click the Uninstall button. # How do I use Google Analytics on my MoonClerk payment forms? URL: https://help.moonclerk.com/en/articles/1239827-how-do-i-use-google-analytics-on-my-moonclerk-payment-forms Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2023-03-28 We have created a page on GitHub where you can read in-detail how to use Google Analytics (GA4) on your MoonClerk account and payment forms. ## Article content We have created a page on GitHub where you can read in-detail how to use Google Analytics (GA4) on your MoonClerk account and payment forms. # What integration providers are currently available on MoonClerk? URL: https://help.moonclerk.com/en/articles/1239723-what-integration-providers-are-currently-available-on-moonclerk Canonical source: MoonClerk Help Center Integrations · Dodd Caldwell · Updated 2024-07-25 In addition to our direct integrations, MoonClerk also offers you a way to connect with a wide variety of web tools through our integration with Zapier: Zapier - Connect MoonClerk... ## Article content In addition to our direct integrations, MoonClerk also offers you a way to connect with a wide variety of web tools through our integration with Zapier: Zapier - Connect MoonClerk with 1000+ web apps, of all types. Some of the most popular integraations through Zapier are Quickbooks, ShipStation, Google Drive (Sheets, Docs, Calendar, etc.), Xero, Salesforce, and deeper integrations with the email marketing providers listed below than what our direct integrations offer. ​ ​ Email Marketing Providers - These are direct integrations. Easily add payers to your mailing lists when they check out on MoonClerk. MailChimp ConvertKit Campaign Monitor Constant Contact GetResponse AWeber ActiveCampaign ​ Analytics Provider - Track activity on your payment forms. ​ Google Analytics ​ ​ ​ Third Party Integrations - In addition to our direct integrations, outside third parties may also offer integrations with MoonClerk. Some of those are listed here. Tapfiliate - Affiliate tracking software Pirate Ship - Free USPS shipping software specifically for subscriptions ​ ​ ShipRobot - Streamline your order fulfillment and shipping workflow ​ ​ ​ # How do I see my affiliate activity and manage my affiliate account? URL: https://help.moonclerk.com/en/articles/2772031-how-do-i-see-my-affiliate-activity-and-manage-my-affiliate-account Canonical source: MoonClerk Help Center MoonClerk Affiliate Program · Amitabh Tewari · Updated 2026-09-11 How to view referrals, commissions, payouts, MoonClerk assets, etc and manage your account ## Article content Note: MoonClerk uses the affiliate software program, Rewardful, to help us manage our affiliate program, the MoonClerk Partner Program. 1) Sign in to your MoonClerk affiliate account . 2) You'll arrive at the main dashboard for your affiliate account, where you can view your unique referral link and a summary of your visitors, referrals and commissions. 3) Use the navigation items at the top of your dashboard to see detailed information about your referrals (the customers you've sent to MoonClerk) and your commissions, including which commissions are still pending, which are due and which have been paid. Commissions stay pending for 31 days after they're earned, then are paid in the next monthly payout run once your balance reaches $50 — see How do payouts work? 4) Your account settings (also in the top navigation) are where you update your name, email, password and payout details. Payouts are sent through Rewardful's Managed Payouts, so make sure your payout method is set up there. # How do I sign up for MoonClerk's affiliate program? URL: https://help.moonclerk.com/en/articles/2766231-how-do-i-sign-up-for-moonclerk-s-affiliate-program Canonical source: MoonClerk Help Center MoonClerk Affiliate Program · Amitabh Tewari · Updated 2026-09-11 How to create your MoonClerk Partner Program (affiliate) account ## Article content Note: MoonClerk uses the affiliate software program, Rewardful, to help us manage our affiliate program, the MoonClerk Partner Program. Here's how to join the MoonClerk Partner Program: 1) Go to our Partner Program signup page . 2) Enter your first name, last name, email address and a password, check the box to accept the Affiliate Program Terms of Service , and click the "Sign up" button. You can also read the program details and rules here . 3) You will receive a confirmation email. Click on the link in that email to confirm your email address. 4) Sign in to your account . Your unique referral link is shown on your dashboard as soon as you sign in. Anyone who signs up for MoonClerk through your link gets 10% off for their first 12 months, and you earn a 25% commission on their payments for their first 12 months. 5) Set up your payout method. Payouts are sent through Rewardful's Managed Payouts. In your dashboard, follow the prompt to update your payout info and set up 2-step verification, then choose how you'd like to be paid (PayPal, local bank transfer, wire transfer or check, depending on your country; any fees are shown during setup). You only do this once. When a payout is ready you'll receive a notification and can withdraw it from your dashboard. 6) That's it. Learn how to find your affiliate link , view your activity and manage your affiliate account , and how commissions work . # How do I sign-in to my MoonClerk affiliate account? URL: https://help.moonclerk.com/en/articles/2772010-how-do-i-sign-in-to-my-moonclerk-affiliate-account Canonical source: MoonClerk Help Center MoonClerk Affiliate Program · Amitabh Tewari · Updated 2026-09-11 Note: MoonClerk uses the affiliate software program, Rewardful, to help us manage our affiliate program, the MoonClerk Partner Program. Here's how to sign in to your affiliate... ## Article content Note: MoonClerk uses the affiliate software program, Rewardful, to help us manage our affiliate program, the MoonClerk Partner Program. Here's how to sign in to your affiliate account if you've already created one. 1) Go to https://affiliates.moonclerk.com/login . 2) Enter your email address and password and click the "Login" button. If you've forgotten your password, use the "Forgot your password?" link on the same page. Don't have an account yet? Sign up for the MoonClerk Partner Program . # How do payouts work? URL: https://help.moonclerk.com/en/articles/2772280-how-do-payouts-work Canonical source: MoonClerk Help Center MoonClerk Affiliate Program · Amitabh Tewari · Updated 2026-09-11 An explanation of how we pay out commissions you've earned. ## Article content Note: MoonClerk uses the affiliate software program, Rewardful, to help us manage our affiliate program. You can read our help article about our commission structure , but we also want to clarify how we pay those commissions out. You can always view your payout activity in your affiliate dashboard . - When you earn a commission it is listed as Pending for 31 days. This gives us time to account for refunds and to investigate any potential abuse. - After 31 days the commission becomes Due . Due commissions are paid in the next monthly payout run, made during the first business week of each month, once your balance reaches your campaign's minimum payout ($50 for the MoonClerk Partner Program). Most commissions are paid within 30 to 60 days of being earned. - If a customer cancels during their first billing period, we do not pay out a commission for that customer because they may be eligible for a refund. - If we have refunded someone you referred, we do not pay out commissions on the refunded amount. - Payouts are sent through Rewardful. Make sure your payout details are complete in your affiliate dashboard settings so your payouts are not delayed. [object Object] # How much does MoonClerk's affiliate program pay in commissions? URL: https://help.moonclerk.com/en/articles/2772288-how-much-does-moonclerk-s-affiliate-program-pay-in-commissions Canonical source: MoonClerk Help Center MoonClerk Affiliate Program · Amitabh Tewari · Updated 2026-09-11 The commission structure for the MoonClerk Partner Program ## Article content Note: MoonClerk uses the affiliate software program, Rewardful, to help us manage our affiliate program. As a member of the MoonClerk Partner Program (affiliates who joined on or after September 11, 2026), you earn a 25% recurring commission on every payment a customer you refer makes during their first 12 months as a paying MoonClerk customer. The customers you refer also get 10% off MoonClerk for their first 12 months . For example, if you refer someone whose payment volume puts them in our $60/month tier, they pay $54/month during their first year and you earn $13.50 in commission from that customer each month for 12 months. Commissions are calculated on the amount the customer actually pays, and we automatically adjust the commission if they move to a different tier. Affiliates who joined The MoonClerk Affiliate Program before September 11, 2026 keep the commission terms shown in their affiliate dashboard. Read about the details and rules of our affiliate program . # What are the details and rules for MoonClerk's affiliate program? URL: https://help.moonclerk.com/en/articles/2772292-what-are-the-details-and-rules-for-moonclerk-s-affiliate-program Canonical source: MoonClerk Help Center MoonClerk Affiliate Program · Amitabh Tewari · Updated 2026-09-11 Details and Terms of Service for the MoonClerk Partner Program ## Article content Note: MoonClerk uses the affiliate software program, Rewardful, to help us manage our affiliate program. The authoritative version of these terms is the Terms of Service you accept in your affiliate dashboard at affiliates.moonclerk.com/terms . We do have some rules for the MoonClerk affiliate program that you agree to by signing up for it: - Commission terms are set by the campaign in effect when a referral is created , and are shown in your affiliate dashboard. If your account is moved to a different campaign, customers you have already referred keep the terms under which they were referred; new referrals follow the new campaign's terms. Affiliates who join the MoonClerk Partner Program (on or after September 11, 2026) earn a 25% recurring commission on every payment made by the customers they refer during those customers' first 12 months as paying MoonClerk customers. Affiliates who joined The MoonClerk Affiliate Program before September 11, 2026 remain on that campaign's terms as shown in their dashboard unless we notify them of a change. - Customers who sign up through a Partner Program referral link receive 10% off MoonClerk for their first 12 months . Commissions are calculated on the amount the customer actually pays after any discount. - Any person you refer to MoonClerk must become a paying customer in order for you to receive a commission. - Commissions stay pending for 31 days after they are earned so we can allow for refunds and investigate potential abuse. Approved commissions are paid in the next monthly payout run through Rewardful once your balance reaches your campaign's minimum payout ($50 for the Partner Program), so most commissions are paid within 30 to 60 days of being earned. - If a customer cancels during their first billing period, we do not issue a commission for that customer because they may be eligible for a refund. - If we refund someone you referred, we do not pay commissions on the refunded amount, and any commission already credited on that amount may be reversed. - Referral cookies last 90 days. Attribution is first-click: the commission goes to the affiliate whose link the customer clicked first, not last. - You must clearly disclose your affiliate relationship with MoonClerk wherever you promote us, as required by the FTC Endorsement Guides and any equivalent rules that apply where you operate. - Self-referrals are not allowed. You may not use your own affiliate link or referral discount for your own account or for accounts you control. - All affiliates are covered under our company's general Privacy Policy . - We reserve the right to terminate our affiliate relationship at our sole discretion. - We reserve the right to change these terms at any time. We will notify active affiliates by email before any material change to commission terms takes effect. - Abuse, gaming, or other prohibited behavior will result in your account being banned and any unpaid commissions being forfeited. Examples of such behavior: - Supplying us with false or misleading account information. - Promoting MoonClerk on sites directed towards children under age 13. - Using hate speech or profanity. - Using illegal, misleading, defamatory, or unethical promotional or sales tactics. - Using NSFW content such as sexually suggestive or explicit content to promote MoonClerk, including text, photos, videos, or any other media. - Making any statements that imply that you and MoonClerk are in a business partnership or that you work for MoonClerk. - Posting your MoonClerk affiliate link or referral discount on a coupon or "deal" aggregation website, or mass-distributing it as a general public promotion. - Sending unsolicited commercial emails (spam) to refer people to MoonClerk. - Registering or using look-alike or misspelled MoonClerk domain names, or spoofing MoonClerk pages, emails or branding. - Publishing AI-generated bulk content, or scraped or duplicated content about MoonClerk, purely to place affiliate links. - Running search engine ads on MoonClerk brand terms or domain names, or Facebook ads or other ads that compete with our own marketing and could confuse customers. [object Object] # Where do I find Moonclerk logos to use in my affiliate marketing? URL: https://help.moonclerk.com/en/articles/3269939-where-do-i-find-moonclerk-logos-to-use-in-my-affiliate-marketing Canonical source: MoonClerk Help Center MoonClerk Affiliate Program · Amitabh Tewari · Updated 2026-09-11 Download assets to help you in marketing MoonClerk ## Article content If you'd like to use MoonClerk's logo in your Partner Program marketing, you can download it from the MoonClerk Partner Program page . Scroll down to the "Share" section and click the "Download logos" button. Please use the logo as provided (don't recolor, stretch or alter it), and don't present yourself as MoonClerk or as a MoonClerk employee in your marketing — see the program details and rules . # Where do I find my shareable affiliate link? URL: https://help.moonclerk.com/en/articles/2772303-where-do-i-find-my-shareable-affiliate-link Canonical source: MoonClerk Help Center MoonClerk Affiliate Program · Amitabh Tewari · Updated 2026-09-11 How to find the link you'll use to refer people to MoonClerk ## Article content Note: MoonClerk uses the affiliate software program, Rewardful, to help us manage our affiliate program, the MoonClerk Partner Program. 1) Sign in to your affiliate account (or, if you don't have one, sign up for the MoonClerk Partner Program ). 2) As soon as you sign in, you'll see your unique referral link on your dashboard. Click the Copy button to use it anywhere you'd like — your website, emails, social posts or directly with a client. 3) Anyone who signs up for MoonClerk through your link gets 10% off for their first 12 months, and you earn a 25% commission on every payment they make during their first 12 months. Referrals are tracked for 90 days after someone clicks your link, and the commission goes to the affiliate whose link was clicked first. Please don't post your link on coupon or "deal" sites — see the program details and rules . # How do I apply a theme to a payment form? URL: https://help.moonclerk.com/en/articles/16829362-how-do-i-apply-a-theme-to-a-payment-form Canonical source: MoonClerk Help Center New MoonClerk dashboard · Amitabh Tewari · Updated 2026-09-10 For accounts on the new MoonClerk dashboard design. ## Article content Out of the box, a payment form uses MoonClerk's own styling. Themes let you build a look once — colors, fonts, palettes, and custom CSS — and apply it to as many forms as you like. You create and manage them on the Themes page (click Themes in your account's main navigation), where the All, In use, and Unused filters show which themes are attached to forms. See how to design themes to build one. Video walkthrough Applying a theme from Add-ons, editing it beside the preview, and why a theme is shared across forms. ___________________________________________________________ How to apply a theme to a form 1) Open the form in the builder (click the vertical ellipsis ⋮ next to it and choose Edit). 2) Scroll down to the Add-ons section, click its row to expand it, and then click Theme. 3) Choose a theme from the drop down and click Apply. The theme applies as soon as you choose it — there's no separate save step — and the checkout preview updates right away. Click Edit theme to adjust the theme right beside the preview: start from a palette, then fine-tune individual colors and fonts. Keep in mind that a theme is shared — change it here and every form using that theme changes too. For custom CSS and the finer details, the full theme editor on the Themes page is one link away. # How do I create a payment form? (new design) URL: https://help.moonclerk.com/en/articles/16634094-how-do-i-create-a-payment-form-new-design Canonical source: MoonClerk Help Center New MoonClerk dashboard · Amitabh Tewari · Updated 2026-09-10 For accounts on the new MoonClerk dashboard design (created September 2026 or later). ## Article content This article covers MoonClerk's new dashboard design. If your account still uses the classic design, see the classic version of this article . This article uses the Modern builder, which puts everything on one page: your form's Basics and Amount at the top, then optional sections for Payment methods, Add-ons, Confirmation, and Organization. A live Checkout preview sits beside the builder, and you can Save at any point — new forms stay in Draft until you Publish them, so nothing reaches your payers by accident. New accounts start in the Step by step builder, which walks through the same sections one at a time; to follow this article exactly, switch to Modern under Account > Settings > Form builder — one click either way. Video walkthrough A two-minute look at the Modern builder — the whole form on one page, with the live checkout preview beside it. ___________________________________________________________ Instructions 1) Click on the Forms button in your account's main navigation and then click the Create Payment Form button. 2) Basics — give your form a title. It appears at the top of your checkout page, so keep it short and action-oriented. You can also include an optional description. 3) Amount — choose Set Specific Amount(s) to list the amounts payers pick from, or Decided at Checkout to let payers enter their own. Click + Add amount for each amount (with an optional label) and choose whether amounts display as radio buttons or a drop down. Then open the Frequency row and choose One Time, Recurring, or Decided at Checkout (which lets the payer choose whether to pay once or subscribe). 4) Everything below the Optional divider can be skipped. Click a section's row to expand it: Payment methods (what payers can use to pay), Add-ons (coupons, fees, terms of service, theme, availability, and custom fields), Confirmation (what happens after payment), and Organization (tags). 5) Click Save to keep the form as a draft while you work — the Checkout preview on the left shows the page your payers will get, on desktop or mobile. 6) When you're ready, click Publish at the top of the page to make the form live. A form needs a title and at least one amount before it can take payments. Prefer a different pace? Under Account > Settings you can switch back to the Step by step builder (one section at a time — the default for new accounts) or the Classic editor at any time. # How do I customize my MoonClerk dashboard? URL: https://help.moonclerk.com/en/articles/16634136-how-do-i-customize-my-moonclerk-dashboard Canonical source: MoonClerk Help Center New MoonClerk dashboard · Amitabh Tewari · Updated 2026-09-07 For accounts on the new MoonClerk dashboard design. ## Article content Your dashboard is the first page you see when you sign in. It's made up of widgets — Key metrics, Stripe Balance & Payout, Needs attention, Cards expiring soon, Quick actions, Payment volume, Recent activity, Stripe payments, Stripe payouts, and Stripe instant payouts — and you can choose which ones you see and in what order. 1) On your dashboard, click the ⋯ button next to Create Payment Form to open Customize board. 2) Toggle a widget's checkbox to show or hide it, and drag the ≡ handle to reorder the widgets. 3) Click Save. Your arrangement is saved for you personally — a colleague on the same account keeps their own layout. If you'd ever like to start over, click Reset to default. # How do I display a confirmation message after a payer checks out? (new design) URL: https://help.moonclerk.com/en/articles/16634123-how-do-i-display-a-confirmation-message-after-a-payer-checks-out-new-design Canonical source: MoonClerk Help Center New MoonClerk dashboard · Amitabh Tewari · Updated 2026-09-07 For accounts on the new MoonClerk dashboard design (created September 2026 or later). ## Article content This article covers MoonClerk's new dashboard design. If your account still uses the classic design, see the classic version of this article . 1) Create a new payment form (or open the one you'd like to edit), scroll down to the Confirmation section of the builder, and click its row to expand it. 2) Under "After paying," keep "Show a message" selected. 3) Enter your confirmation message. It is shown on screen after a successful payment. Keep in mind that we automatically display a header that reads "Approved." above your message either way — and Markdown works here. 4) If you'd also like to add a note to the receipt, use the Custom Email Message field — it's included in the Successful Payment email for this form, if that notification is enabled. It is not shown on screen. 5) Click Save at the top of the page, then click Publish to make the change live for your payers. On a live form, saved changes stay unpublished — and invisible to payers — until you publish them. # How do I duplicate or clone an existing payment form? (new design) URL: https://help.moonclerk.com/en/articles/16634102-how-do-i-duplicate-or-clone-an-existing-payment-form-new-design Canonical source: MoonClerk Help Center New MoonClerk dashboard · Amitabh Tewari · Updated 2026-09-07 For accounts on the new MoonClerk dashboard design (created September 2026 or later). ## Article content This article covers MoonClerk's new dashboard design. If your account still uses the classic design, see the classic version of this article . 1) Click on the Forms button in your account's main navigation. 2) Find the form you wish to duplicate and click the vertical ellipsis (⋮) next to it. 3) Click Duplicate in the menu. (The form's details page also has a Duplicate button at the top.) 4) The duplicated form appears in your forms list. Open it to rename it and adjust any settings, then publish it when you're ready. # How do I edit an existing payment form? (new design) URL: https://help.moonclerk.com/en/articles/16634095-how-do-i-edit-an-existing-payment-form-new-design Canonical source: MoonClerk Help Center New MoonClerk dashboard · Amitabh Tewari · Updated 2026-09-10 For accounts on the new MoonClerk dashboard design (created September 2026 or later). ## Article content This article covers MoonClerk's new dashboard design. If your account still uses the classic design, see the classic version of this article . Keep in mind that editing a form with existing payments or recurring plans associated will not affect those already existing payments or plans. You can edit a form that is already taking payments without your payers seeing the work in progress: Save stores your changes, and payers keep getting the published version until you click Publish. Video walkthrough Editing a live form, from the first change to Publish or discard — and proof that payers keep seeing the published version in between. ___________________________________________________________ Instructions 1) Click on the Forms button in your account's main navigation. 2) Click the vertical ellipsis (⋮) next to the form and choose Edit. (Clicking the form's name opens its details page, which also has an Edit button.) 3) The form opens in the builder with every section on one page. Click a section's row — Basics, Amount, Payment methods, Add-ons, Confirmation, or Organization — to expand it and make your changes. The Checkout preview beside the builder updates as you go. 4) Click the Save button at the top of the page. Save only stores your work — it never publishes. If the form is live, the builder now shows that you have unpublished changes: you're looking at your version, while payers still get the published one (open the form's public link in another browser to see for yourself). You can leave and come back later; your saved changes will be waiting. 5) When you're ready, click Publish to make your changes live. If you change your mind, discard the unpublished changes instead and the form goes back to exactly what your payers already had. There is no need to update your form's links or embed codes after publishing changes — the form keeps the same link. If the form is still a draft, it simply stays a draft until you publish it. # How do I enable coupon codes to be used on a payment form? (new design) URL: https://help.moonclerk.com/en/articles/16634122-how-do-i-enable-coupon-codes-to-be-used-on-a-payment-form-new-design Canonical source: MoonClerk Help Center New MoonClerk dashboard · Amitabh Tewari · Updated 2026-09-10 For accounts on the new MoonClerk dashboard design (created September 2026 or later). ## Article content This article covers MoonClerk's new dashboard design. If your account still uses the classic design, see the classic version of this article . While you are creating a new payment form or editing an existing one , you will have the option to enable coupons to be used. 1) In the builder, scroll down to the Add-ons section, click its row to expand it, and then click Coupons. 2) Turn on "Let payers enter a coupon code." The checkout preview immediately shows the Coupon Code field your payers will see. 3) Click Save at the top of the page, then click Publish to make the change live for your payers. On a live form, saved changes stay unpublished — and invisible to payers — until you publish them. Now, when a payer is checking out, they will have the option of applying a coupon code . # How do I find a payment form? URL: https://help.moonclerk.com/en/articles/16843388-how-do-i-find-a-payment-form Canonical source: MoonClerk Help Center New MoonClerk dashboard · Amitabh Tewari · Updated 2026-09-10 For accounts on the new MoonClerk dashboard design. ## Article content The Payment Forms page is built for accounts with a lot of forms: status filters with counts, a filter panel for tags and dates, search by name, sorting, a grid view, and columns you choose yourself. Video walkthrough Finding any form fast — filters, search, sort, and the grid view — in about a minute. ___________________________________________________________ Instructions 1) Click on the Forms button in your account's main navigation. 2) Above the list you'll see totals for the last 30 days — payment volume, successful checkouts, active recurring plans, and how many forms are disabled. Across the top of the list, the status filters (All, Draft, Active, Disabled, and more) each carry a count; click one to see just that group. 3) When a status isn't specific enough, click Filter to narrow the list by tag or by the date a form was created, or type in the search box to find a form by name. 4) Use Sort to order the list by newest, busiest, or alphabetically, and the List/Grid toggle to see the same forms as cards instead of rows. Click a form's name to open its details page, or use the vertical ellipsis (⋮) next to it for Pin, Details, Edit, Preview, Use, Integrate, and Duplicate. 5) Filters, search, sort, and the list or grid view are part of the page's address, so a link you copy and paste to a colleague opens exactly the view you were looking at. Choosing your columns The list starts deliberately narrow, with just each form's Name and Tags. You can add the columns you actually scan for — Status, Frequency, Amount, Payments (how many it has taken), and Created — drag them into the order you want, and save. Your columns are remembered for you personally, so a colleague looking at the same forms sees whatever they picked. If you overdo it, Reset to default puts the list back to Name and Tags. The Payments, Plans, and Coupons pages work the same way, each with its own set of columns. Here's how choosing columns works: # How do I find a payment? URL: https://help.moonclerk.com/en/articles/16829360-how-do-i-find-a-payment Canonical source: MoonClerk Help Center New MoonClerk dashboard · Amitabh Tewari · Updated 2026-09-07 For accounts on the new MoonClerk dashboard design. ## Article content 1) Click on the Payments button in your account's main navigation — or click Find a payment under Quick actions on your dashboard. 2) Type the payer's name or email in the search box, or use the Successful, Refunded, and Failed filters to narrow the list. The Filter button offers more options, Sort changes the order, and you can switch between List and Grid views. 3) Click a payment to see its full details, issue a refund, or resend the receipt. Click Export at the top right to download your payments. For more on what you can do with a payment, see viewing a payment's details . # How do I format the amount options to be radio buttons or drop downs? (new design) URL: https://help.moonclerk.com/en/articles/16634116-how-do-i-format-the-amount-options-to-be-radio-buttons-or-drop-downs-new-design Canonical source: MoonClerk Help Center New MoonClerk dashboard · Amitabh Tewari · Updated 2026-09-07 For accounts on the new MoonClerk dashboard design (created September 2026 or later). ## Article content This article covers MoonClerk's new dashboard design. If your account still uses the classic design, see the classic version of this article . If you've chosen to list multiple amounts on a payment form, you can also choose whether you'd like those amounts to be displayed as radio buttons or in a drop down menu at checkout. 1) Create a new payment form (or open the one you'd like to edit) and go to the Amount section of the builder. 2) Below your amounts you'll see a section titled "How amounts are displayed." Choose Radio buttons or Drop down. 3) Click Save at the top of the page, then click Publish to make the change live for your payers. On a live form, saved changes stay unpublished — and invisible to payers — until you publish them. Your selection controls how the amounts are displayed at checkout — the live preview beside the builder shows the result right away. Radio Button Example: Choosing Drop down presents those same options in a single select menu instead. # How do I hide disabled forms? (new design) URL: https://help.moonclerk.com/en/articles/16634109-how-do-i-hide-disabled-forms-new-design Canonical source: MoonClerk Help Center New MoonClerk dashboard · Amitabh Tewari · Updated 2026-09-07 For accounts on the new MoonClerk dashboard design (created September 2026 or later). ## Article content This article covers MoonClerk's new dashboard design. If your account still uses the classic design, see the classic version of this article . If there are no successful checkouts on a payment form, you can delete the form . If a form already has successful checkouts, it cannot be deleted. However, if you have one or more disabled forms that you no longer use, you can keep them out of view on your Payment Forms page. 1) Click on the Forms button in your account's main navigation. 2) Use the status filters above your form list. Click Active to view only the forms that can currently take payments — disabled forms are hidden from the list. If you ever want to view the disabled forms again, click the Disabled filter (the count shows how many there are) or All at any time. # How do I manually disable one of my payment forms? (new design) URL: https://help.moonclerk.com/en/articles/16634105-how-do-i-manually-disable-one-of-my-payment-forms-new-design Canonical source: MoonClerk Help Center New MoonClerk dashboard · Amitabh Tewari · Updated 2026-09-07 For accounts on the new MoonClerk dashboard design (created September 2026 or later). ## Article content This article covers MoonClerk's new dashboard design. If your account still uses the classic design, see the classic version of this article . Disabling a form stops payers from checking out on it. It does not affect payments or recurring plans that already exist. 1) Find the form you would like to disable and open it in the builder (click the vertical ellipsis ⋮ next to it and choose Edit). 2) Scroll down to the Add-ons section and click its row to expand it, then click Availability. 3) Turn on "Stop accepting payments eventually," then click in the "Disable checkout on" field and choose today's date to disable the form right away. (You can also set a Successful checkout limit if you'd rather close the form automatically after a certain number of completed payments.) 4) Under "When it is closed," choose what payers see if they visit the form. They'll get the heading "Checkout Unavailable" either way; the default text below it reads "This checkout is no longer available." Choose Custom message to replace that sentence with your own. 5) Click Save at the top of the page, then click Publish so the change reaches your payers — on a live form, a saved change stays unpublished until you publish it. Once published, payers will not be able to check out on the form. You can always return and re-enable the form by choosing a date in the future or turning the toggle off, then saving and publishing again. # How do I organize my payment forms with tags? (new design) URL: https://help.moonclerk.com/en/articles/16634111-how-do-i-organize-my-payment-forms-with-tags-new-design Canonical source: MoonClerk Help Center New MoonClerk dashboard · Amitabh Tewari · Updated 2026-09-10 For accounts on the new MoonClerk dashboard design (created September 2026 or later). ## Article content This article covers MoonClerk's new dashboard design. If your account still uses the classic design, see the classic version of this article . Tags are unique identifiers you can attach to forms to help you group, organize, and sort forms. You can add multiple tags to a single form, and you can add the same tag to multiple forms. Tags are optional and your payers will never see them — they are just for organizing forms in your MoonClerk dashboard. To use tags: 1) Find the payment form you want to tag and edit it , then scroll to the bottom of the builder and click the Organization row to expand it. 2) Type the tag you would like to attach to the form and press Enter. You can add several at once by separating them with commas. 3) Click Save at the top of the page (or Publish, if the form is a new draft). 4) Your tags appear in the Tags column of the Payment Forms page, and you can use the Filter button to see all of the forms with the same tag. 5) You can also view all of the tags for all of your forms and see the forms they are attached to . # How do I preview what my payment form looks like? (new design) URL: https://help.moonclerk.com/en/articles/16634099-how-do-i-preview-what-my-payment-form-looks-like-new-design Canonical source: MoonClerk Help Center New MoonClerk dashboard · Amitabh Tewari · Updated 2026-09-07 For accounts on the new MoonClerk dashboard design (created September 2026 or later). ## Article content This article covers MoonClerk's new dashboard design. If your account still uses the classic design, see the classic version of this article . While you're building or editing a form, a live Checkout preview appears beside the builder — it shows exactly what your payers will see and updates as you make changes. Use the Desktop and Mobile buttons at the top of the preview to check both layouts. (For a brand-new form, the preview appears after your first Save.) To preview a form without opening the builder: 1) Click on the Forms button in your account's main navigation. 2) Click the vertical ellipsis (⋮) next to the form and choose Preview. You'll also find a Preview button at the top of the form's details page. If you'd like to see what your form looks like as an embed, you'll need to go through the process of embedding it in your site . # How do I redirect payers to a web page that I designate after they finish checking out? (new design) URL: https://help.moonclerk.com/en/articles/16634128-how-do-i-redirect-payers-to-a-web-page-that-i-designate-after-they-finish-checking-out-new-design Canonical source: MoonClerk Help Center New MoonClerk dashboard · Amitabh Tewari · Updated 2026-09-07 For accounts on the new MoonClerk dashboard design (created September 2026 or later). ## Article content This article covers MoonClerk's new dashboard design. If your account still uses the classic design, see the classic version of this article . 1) Create a new payment form (or open the one you'd like to edit), scroll down to the Confirmation section of the builder, and click its row to expand it. 2) Under "After paying," choose "Send to a URL." 3) In the Redirect URL field, enter the web address you'd like to send payers to after they've completed checkout. 4) Click Save at the top of the page, then click Publish to make the change live for your payers. On a live form, saved changes stay unpublished — and invisible to payers — until you publish them. Even with a redirect in place, you can still add a note to the receipt email using the Custom Email Message field in the same section. # How do I set multiple fixed prices/amounts that payers can choose from on my payment form? (new design) URL: https://help.moonclerk.com/en/articles/16634113-how-do-i-set-multiple-fixed-prices-amounts-that-payers-can-choose-from-on-my-payment-form-new-design Canonical source: MoonClerk Help Center New MoonClerk dashboard · Amitabh Tewari · Updated 2026-09-07 For accounts on the new MoonClerk dashboard design (created September 2026 or later). ## Article content This article covers MoonClerk's new dashboard design. If your account still uses the classic design, see the classic version of this article . 1) Create a new payment form (or open the one you'd like to edit) and go to the Amount section of the builder. 2) Under Amount mode, choose Set Specific Amount(s). 3) Click the + Add amount button and enter your first amount. If you'd like a description, type it in the Label field — payers see it next to the amount at checkout (e.g. "$25.00 - General admission"). 4) Repeat step 3) for any other amounts you'd like to set. To reorder amounts, hold the drag handle at the left of a row and drag it into place. To remove one, click the × at the right of its row. 5) Keep in mind that once the form is saved, an amount can be removed, reordered, or replaced — but not rewritten. Existing subscribers are matched to an amount by its value, so to change one, use the replace control (⟳) on its row to swap it for a new amount. 6) Under "How amounts are displayed," choose whether payers see the amounts as radio buttons or a drop down . 7) When you're finished, click Save at the top of the page, then Publish to make the change live (a new form stays a draft until you publish it, and on a live form saved changes stay unpublished until you do). Your form will now allow payers to choose between the different amounts that you have set. # How do I switch between the Modern, Classic, and Step by step form builders? URL: https://help.moonclerk.com/en/articles/16634141-how-do-i-switch-between-the-modern-classic-and-step-by-step-form-builders Canonical source: MoonClerk Help Center New MoonClerk dashboard · Amitabh Tewari · Updated 2026-09-10 For accounts on the new MoonClerk dashboard design. ## Article content MoonClerk has three ways to build a payment form. Step by step — the default for new accounts — walks you through the form's six sections one at a time (Basics, Amount, Payment methods, Add-ons, Confirmation, and Organization), telling you which two are required before a form can take payments. Modern puts every one of those sections on a single page with a live checkout preview beside it. Classic is the original single-page editor. Modern and Step by step can each do everything the other can; the difference is pacing, not capability. You can switch between them at any time. Video walkthroughs The Modern builder — the whole form on one page: And the same form built Step by step: ___________________________________________________________ How to switch builders 1) Click on the Account drop down menu and choose Settings. 2) Find the "Form builder" card near the top of the page. It shows which builder you're using; click one of the buttons on the right to switch to another. 3) Whichever builder you pick is what opens the next time you create or edit a payment form. Your forms themselves are unaffected — switching builders never changes a form's settings; it is a choice about how MoonClerk looks to you. # How do I switch between the new and classic dashboard design? URL: https://help.moonclerk.com/en/articles/16634138-how-do-i-switch-between-the-new-and-classic-dashboard-design Canonical source: MoonClerk Help Center New MoonClerk dashboard · Amitabh Tewari · Updated 2026-09-10 For accounts on the new MoonClerk dashboard design. ## Article content You can move between MoonClerk's new dashboard design and the classic design whenever you like. The choice is yours alone: it changes how MoonClerk looks to you, and a colleague on the same account keeps whichever design they picked. Your forms, plans, and payments are the same either way — only the screens are different. Video walkthrough Switching to the new design and back again, in about a minute. ___________________________________________________________ Instructions 1) Click on the Account drop down menu and choose Settings. 2) At the top of the Settings page, find the "Dashboard design" card and click Switch to classic. 3) The same card always shows which design you're on and lets you switch back whenever you're ready. On the classic dashboard, you'll also see an offer to try the new design — take it whenever you like, or dismiss it and carry on. # How do I view a payment form's details, statistics, and activity? URL: https://help.moonclerk.com/en/articles/16829364-how-do-i-view-a-payment-form-s-details-statistics-and-activity Canonical source: MoonClerk Help Center New MoonClerk dashboard · Amitabh Tewari · Updated 2026-09-10 For accounts on the new MoonClerk dashboard design. ## Article content A payment form's details page answers "how is this form doing?" and "where do I send people?" without going anywhere else. Video walkthrough A one-minute walk down the details page: state and price, the form's numbers, who has paid, the Statistics and Activity tabs, and Use & Share. ___________________________________________________________ Instructions 1) Click on the Forms button in your account's main navigation, then click the form's name (or click the vertical ellipsis ⋮ next to it and choose Details). 2) The form's details page opens on the Overview tab. Its state (Draft, Active, or Disabled) and price are right under the title, followed by this form's own numbers — payment volume, successful checkouts, and when it was created — and every setting on the form in plain language: payment methods, amounts, frequency, fees, theme, tags, confirmation action, and whether coupons are enabled. Further down are its recent payments, recent plans, and anything still pending, each linking through to the full list. The Edit, Duplicate, Delete, and Preview buttons are at the top. 3) Use the tabs to see more: Statistics for how the form has performed over time, Activity for a log of what has happened to the form — including who changed it and when, useful when more than one person can edit — Use & Share for its link and embed code, and Integrations for the tools connected to it. # What are draft and published payment forms? URL: https://help.moonclerk.com/en/articles/16634142-what-are-draft-and-published-payment-forms Canonical source: MoonClerk Help Center New MoonClerk dashboard · Amitabh Tewari · Updated 2026-09-10 For accounts on the new MoonClerk dashboard design. ## Article content New payment forms start as drafts. A draft cannot take a payment — it's your working copy until you decide to go live, and it says so everywhere it appears. Video walkthrough Drafts and publishing in a little over a minute: where the Draft label shows, what a payer sees on a draft's link, and what Publish hands you. ___________________________________________________________ How drafts and publishing work While you're building a form, click Save at any point to keep your progress. The form stays a Draft — you'll see the Draft badge next to its title in the builder, under the title on the form's details page, and on your Payment Forms page. A draft already has its public link. If someone opens it, they'll see the first step of checkout — handy for checking your own work — but the form will stop them before they can pay. No half-finished form can quietly collect money because somebody had the link. When the form is ready, click Publish (at the top of the page in the Modern builder, or at the end of the Step by step builder). Publishing makes the form live so payers can check out on it, and hands you what you need next: the link to send, the code to embed, and a QR code to print. The link is the same one the draft had — it simply works now. A form needs at least a title and one amount before it can be published. On your Payment Forms page, the status filters show how many forms are in each state — Draft, Active, Disabled, and more — and let you view one group at a time. Once a form is live, edits work the same way: Save stores your changes as unpublished, payers keep getting the published version, and your changes go live when you click Publish. There's never a need to update your form's links or embed codes. # What's new in the MoonClerk dashboard? URL: https://help.moonclerk.com/en/articles/16634131-what-s-new-in-the-moonclerk-dashboard Canonical source: MoonClerk Help Center New MoonClerk dashboard · Amitabh Tewari · Updated 2026-09-10 For accounts on the new MoonClerk dashboard design. ## Article content Accounts created from September 2026 get MoonClerk's new dashboard design. Everything you need is still here — this is a quick map of where things live. Video walkthrough A two-minute tour of the dashboard: your last-30-days numbers, what needs attention today, payments, and plans. ___________________________________________________________ Where things live Your dashboard home opens with your business name and the numbers that matter for the last 30 days — payment volume, successful checkouts, active recurring plans, and anything that needs your attention — each with a line of context underneath. When a payment fails, Needs attention tells you whose payment it was and for how much; one click takes you to that payment with the Failed filter already applied. The board is made of widgets — Key metrics, Stripe Balance & Payout, Needs attention, Cards expiring soon, Quick actions, Payment volume, Recent activity, and your Stripe payments and payouts. Click the ⋯ button next to Create Payment Form to show, hide, or reorder them. Your arrangement is saved for you personally, so a colleague on the same account keeps theirs. The main navigation across the top holds Forms, Payments, Plans, Themes, and Coupons. MoonClerk's extensions — Digital Delivery, MoonClerk Pro for Mailchimp, and Crowdfunding — live in the Extensions menu. The Account menu at the top right holds everything account-level: Activity, Notifications, Integrations, Payer Portal, Settings, Help, and Sign Out. The Payment Forms page is built for accounts with a lot of forms: totals for the last 30 days sit above the list, status chips (Draft, Active, Disabled, and more) carry counts and filter the list with one click, and a Filter panel narrows by tag or created date. Search by name, sort by newest, busiest, or alphabetical, and switch between a list and a grid view — the view travels in the page's address, so a link you paste to a colleague opens exactly as you left it. The list starts with just the Name and Tags columns; you can add Status, Frequency, Amount, Payments, and Created and drag them into your own order, saved for you personally. The vertical ellipsis (⋮) next to each form holds Pin, Details, Edit, Preview, Use, Integrate, and Duplicate. Creating and editing forms happens in a single-page builder — Basics and Amount first, then optional Payment methods, Add-ons, Confirmation, and Organization — with a live preview of your checkout page beside it. Save stores your work; Publish is a separate step, so nothing reaches your payers by accident. Prefer the previous look? Under Account > Settings you can switch the dashboard design back to classic, and choose between the Modern, Classic, and Step by step form builders, at any time. The design switch is personal to you — it never changes what a colleague on the same account sees. # Where are my Payer Portal settings? URL: https://help.moonclerk.com/en/articles/16829359-where-are-my-payer-portal-settings Canonical source: MoonClerk Help Center New MoonClerk dashboard · Amitabh Tewari · Updated 2026-09-10 For accounts on the new MoonClerk dashboard design. ## Article content The Payer Portal is where your payers sign in to manage their own plans and payment details. Its settings control what they're allowed to change. Your payers don't need a password or an account: they request a sign-in link by email, and once they're in they see their plan, the amount, the next payment date, and the card on file. When a card expires, they can update it themselves — a support email you never have to answer — and your contact address sits at the bottom of the portal for anything else. Video walkthrough What your payers get, in under a minute. ___________________________________________________________ Instructions 1) Click on the Account drop down menu at the top right and choose Payer Portal. 2) At the top of Payer Portal Settings you'll find your portal's sign-in link (click Copy to share it) and the theme applied to the portal. Below, under "Allow payer to," toggle what payers can do for themselves: update their name and email, update custom field responses, pause and resume a plan, cancel a plan, update the plan amount, or update the plan frequency. Payers can always update their plan's credit card. 3) Click Save. Learn more in How do my payers manage their own recurring plans themselves? # Where do I change my account settings? URL: https://help.moonclerk.com/en/articles/16829365-where-do-i-change-my-account-settings Canonical source: MoonClerk Help Center New MoonClerk dashboard · Amitabh Tewari · Updated 2026-09-10 For accounts on the new MoonClerk dashboard design. ## Article content Settings used to be one long list. In the new dashboard design it's grouped by the question you arrived with — your own sign-in first, then the business, then your team, developers, and checkout and apps — and it only shows the groups you have permission for. Video walkthrough Where everything lives now, group by group — about a minute. ___________________________________________________________ Instructions 1) Click on the Account drop down menu at the top right and choose Settings. 2) Settings is organized into cards. At the top are your Dashboard design and Form builder preferences — both are choices about how MoonClerk looks to you. Under Your sign-in you'll find Sign-in Credentials (email address and password) and Two-Factor Authentication. Under Business are Account Details (business name, address, and currency), Stripe Connection (the Stripe account your payments settle into), Billing Details (your MoonClerk invoices and payment method), and Stripe Account (your Stripe details, payouts, and documents). Team members and what they're allowed to do are managed under Team. 3) Further down the page, Developers holds your API key and webhooks, and Checkout and Apps holds your extensions and the terms of service documents you can attach to a form. Your Stripe account details and the option to close your account are at the very bottom. If you don't have permission for anything in a group, that group simply isn't shown. Looking for Integrations, Payer Portal settings, Notifications, or your Activity log? Those have their own entries in the Account menu. # Where do I find and install integrations? URL: https://help.moonclerk.com/en/articles/16829358-where-do-i-find-and-install-integrations Canonical source: MoonClerk Help Center New MoonClerk dashboard · Amitabh Tewari · Updated 2026-09-07 For accounts on the new MoonClerk dashboard design. ## Article content Integrations connect MoonClerk to tools like Mailchimp, ConvertKit, ActiveCampaign, AWeber, Constant Contact, and Google Analytics. 1) Click on the Account drop down menu at the top right and choose Integrations. You can also click Browse integrations under Quick actions on your dashboard. 2) The Integrations Marketplace lists every available integration. Use the search box or the Email marketing and Analytics filters to find one, then click Install on its card. 3) To connect an installed integration to a specific form, open the form (click its name on the Payment Forms page) and go to the Integrations tab — or click the vertical ellipsis (⋮) next to the form and choose Integrate. MoonClerk's paid extensions — Digital Delivery, MoonClerk Pro for Mailchimp, and Crowdfunding — live separately in the Extensions menu in the main navigation. For a walkthrough of connecting one to a form, see How do I add an integration to a payment form? # Where do I find my payment form's link, embed code, and QR code? URL: https://help.moonclerk.com/en/articles/16829356-where-do-i-find-my-payment-form-s-link-embed-code-and-qr-code Canonical source: MoonClerk Help Center New MoonClerk dashboard · Amitabh Tewari · Updated 2026-09-07 For accounts on the new MoonClerk dashboard design. ## Article content Every form has a Use & Share page with everything you need to send it to payers or put it on your website. 1) Click on the Forms button in your account's main navigation. 2) Click the vertical ellipsis (⋮) next to the form and choose Use. (You can also click the form's name and open the Use & Share tab.) 3) Copy what you need: the Send Link to share in an email or message, the Place Link on Your Website HTML, or the Embed Payment Form code that keeps payers on your site during checkout. For detailed help with each option, see sending a link , placing a link on your website , embedding a form , and sharing a QR code . # Where do I find the Digital Delivery, Mailchimp Pro, and Crowdfunding extensions? URL: https://help.moonclerk.com/en/articles/16829363-where-do-i-find-the-digital-delivery-mailchimp-pro-and-crowdfunding-extensions Canonical source: MoonClerk Help Center New MoonClerk dashboard · Amitabh Tewari · Updated 2026-09-07 For accounts on the new MoonClerk dashboard design. ## Article content MoonClerk's extensions live in the Extensions menu in your account's main navigation. Click Extensions to open the menu, then choose Digital Delivery, MoonClerk Pro for Mailchimp, or Crowdfunding. If you haven't added an extension yet, the same pages let you learn more about it and add it to your account. Each extension has its own collection of help articles in this Help Center — search for the extension's name to find them. # Where do I see my recurring plans? URL: https://help.moonclerk.com/en/articles/16829361-where-do-i-see-my-recurring-plans Canonical source: MoonClerk Help Center New MoonClerk dashboard · Amitabh Tewari · Updated 2026-09-07 For accounts on the new MoonClerk dashboard design. ## Article content 1) Click on the Plans button in your account's main navigation. 2) The Recurring Plans page lists every active and past subscription on your account. Search by the payer's name or email, or use the Active, Canceled, Expired, Past Due, Paused, Pending, and Unpaid filters to narrow the list. Sort and the List/Grid toggle work the same way as on the Payments page. 3) Click a plan to see its details, and click Export at the top right to download your plans. The Active recurring plans tile on your dashboard shows how many plans are active right now and how many were added this week. # What do "Invoice Line Items" on an invoice mean? URL: https://help.moonclerk.com/en/articles/1239852-what-do-invoice-line-items-on-an-invoice-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2017-11-22 Invoice line items are the items that are scheduled to be charged on an invoice in your MoonClerk account. ## Article content Invoice line items are the items that are scheduled to be charged on an invoice in your MoonClerk account. # What do the different payment statuses mean? URL: https://help.moonclerk.com/en/articles/1239845-what-do-the-different-payment-statuses-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2017-11-22 "Successful" means that a card was successfully charged. "Failed" means that a card was unable to be successfully charged. "Refunded" means that a full refund was given on this... ## Article content "Successful" means that a card was successfully charged. "Failed" means that a card was unable to be successfully charged. "Refunded" means that a full refund was given on this payment. Keep in mind that partial refunds still display a "Successful" status. "Disputed" means that a payer is challenging or disputing a payment # What do the different recurring plan statuses mean? URL: https://help.moonclerk.com/en/articles/1239842-what-do-the-different-recurring-plan-statuses-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2020-07-27 "Active" means that a plan has already had at least one successful payment and is scheduled for future payments. "Past Due" means that there was a failed payment on a plan but... ## Article content "Active" means that a plan has already had at least one successful payment and is scheduled for future payments. "Past Due" means that there was a failed payment on a plan but that the payer's card will be retried. "Canceled" means that no further payments will be attempted on a payer's card. Canceled plans can be restarted. "Expired" means that the plan had a defined duration and it has now reached its expiration date. Expired plans can be restarted. “Pending” can have multiple meanings: 1) It can mean that a canceled plan was restarted and the restart date for the first payment was set for a future date. 2) It can mean that the recurring day for an active plan was reset to a date different than the original recurring day. 3) It can mean that the first payment after the initial checkout hasn’t occurred yet because the start day was set for the future 4) It can mean that there was a trial period set for the recurring plan when the payer first checked out and the first payment hasn't occurred yet. "Paused" means that the plan continues but invoices will not be charged either indefinitely or for a set number of periods, depending on the pause settings. Paused plans can be resumed. Paused plans do not collect on the invoices that occurred during the paused period once the plans resume. "Unpaid" means that all attempts to charge the payer's card have been exhausted and the unpaid invoice will not be attempted to be paid automatically anymore. # What does "Account Balance" mean? URL: https://help.moonclerk.com/en/articles/1239854-what-does-account-balance-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2017-11-22 The account balance is the amount of money currently owed on a particular payer's account. A zero amount means the account is up-to-date. A positive amount means the account owes... ## Article content The account balance is the amount of money currently owed on a particular payer's account. A zero amount means the account is up-to-date. A positive amount means the account owes funds. A negative amount means the account has a credit. # What does "ACH" mean? URL: https://help.moonclerk.com/en/articles/1836829-what-does-ach-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2018-05-21 ACH / Bank Payments ## Article content ACH (Automated Clearing House) is a payment method whereby payers in certain countries can pay online using their bank account information as opposed to credit or debit cards. ACH payments carry lower transaction fees from our third party payment processor, Stripe, than credit or debit card transactions. # What does "Attempted" on an invoice in your MoonClerk account mean? URL: https://help.moonclerk.com/en/articles/1239848-what-does-attempted-on-an-invoice-in-your-moonclerk-account-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2017-11-22 "Attempted" means that MoonClerk has attempted to charge your payer's card on a recurring plan. ## Article content "Attempted" means that MoonClerk has attempted to charge your payer's card on a recurring plan. # What does "Card Processing Fee" mean? URL: https://help.moonclerk.com/en/articles/1239834-what-does-card-processing-fee-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2018-01-19 This is the fee that Stripe charges on each transaction (standard for the US is 2.9% + $.30). It shows up on the payment detail page in your MoonClerk account. MoonClerk doesn't... ## Article content This is the fee that Stripe charges on each transaction (standard for the US is 2.9% + $.30). It shows up on the payment detail page in your MoonClerk account. MoonClerk doesn't charge any additional per transaction fees. # What does "Checkout Date" mean? URL: https://help.moonclerk.com/en/articles/1239836-what-does-checkout-date-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2018-01-12 This is the date that a payer enters their card information and completes the checkout online. It is not necessarily the date that of the " First Payment Attempt ." ## Article content This is the date that a payer enters their card information and completes the checkout online. It is not necessarily the date that of the " First Payment Attempt ." # What does "Checkout" mean? URL: https://help.moonclerk.com/en/articles/1239739-what-does-checkout-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2017-11-22 This is the entire process in which a payer pays by filling out and completing a payment form. ## Article content This is the entire process in which a payer pays by filling out and completing a payment form. # What does "Closed" on an invoice in your MoonClerk account mean? URL: https://help.moonclerk.com/en/articles/1239851-what-does-closed-on-an-invoice-in-your-moonclerk-account-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2017-11-22 "Closed" means that we have attempted to charge your payer's card one or more times on their recurring plan and either 1) One of the payment's was successful or 2) We have reached... ## Article content "Closed" means that we have attempted to charge your payer's card one or more times on their recurring plan and either 1) One of the payment's was successful or 2) We have reached the maximum number of attempts and none of the payments were successful. # What does "Coupon" mean? URL: https://help.moonclerk.com/en/articles/1239853-what-does-coupon-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2017-11-22 A "Coupon" is a code you create with different types of discounts and terms. You can give this coupon to payers to use when they checkout. ## Article content A "Coupon" is a code you create with different types of discounts and terms. You can give this coupon to payers to use when they checkout. # What does "Discount" mean? URL: https://help.moonclerk.com/en/articles/1239847-what-does-discount-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2017-11-22 A "Discount" includes the amount-off or percentage-off on a coupon as well as the terms of the coupon code. ## Article content A "Discount" includes the amount-off or percentage-off on a coupon as well as the terms of the coupon code. # What does "Duration" mean? URL: https://help.moonclerk.com/en/articles/1239742-what-does-duration-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2017-11-22 This is the number of months, quarters, or years that a plan has been scheduled to recur before it expires. The duration can be indefinite (never expires) or can be for a specific... ## Article content This is the number of months, quarters, or years that a plan has been scheduled to recur before it expires. The duration can be indefinite (never expires) or can be for a specific number of months, quarters, or years. # What does "Expiration" (on a plan) mean? URL: https://help.moonclerk.com/en/articles/1239738-what-does-expiration-on-a-plan-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2020-12-15 If a defined duration has been set on a plan or an expiration has been added to a plan after a checkout, the expiration is the day the plan expires. By default, the expiration... ## Article content If a defined duration has been set on a plan or an expiration has been added to a plan after a checkout, the expiration is the day the plan expires. By default, the expiration date is the date the last invoice will be attempted to be paid. However if you edit an expiration date after a checkout and the expiration date is the same as the scheduled charge day, you can choose whether or not to attempt to pay the final invoice on that date. # What does "Fee" mean? URL: https://help.moonclerk.com/en/articles/1239744-what-does-fee-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2017-11-22 When you create a payment form, you can add a fee to the total amount. The fee can be a percentage of the total or a fixed dollar amount. The fee is then added to the total. The... ## Article content When you create a payment form, you can add a fee to the total amount. The fee can be a percentage of the total or a fixed dollar amount. The fee is then added to the total. The payer always sees the fee and the new total amount before completing the checkout. # What does "First Payment Attempt" mean? URL: https://help.moonclerk.com/en/articles/1239838-what-does-first-payment-attempt-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2017-11-22 This is the date that a recurring plan begins. It is when the first payment of a recurring plan is scheduled. The start date can happen immediately after a payer completes... ## Article content This is the date that a recurring plan begins. It is when the first payment of a recurring plan is scheduled. The start date can happen immediately after a payer completes checkout or it can be delayed after the payer completes checkout, depending on the recurring options chosen. # What does "Form" or "Payment Form" mean? URL: https://help.moonclerk.com/en/articles/1239743-what-does-form-or-payment-form-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2017-11-22 A form (also referred to as a "payment form") is an input area that you create so that a payer can go through the checkout process and pay you. You can send a link to a payment... ## Article content A form (also referred to as a "payment form") is an input area that you create so that a payer can go through the checkout process and pay you. You can send a link to a payment form, place a link on your website, or embed it into your website. # What does "Invoice" mean? URL: https://help.moonclerk.com/en/articles/1239844-what-does-invoice-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2017-11-22 "Invoices" in your MoonClerk account are statements of what a payer owes for a particular recurring period. ## Article content "Invoices" in your MoonClerk account are statements of what a payer owes for a particular recurring period. # What does "Next Payment Attempt" mean? URL: https://help.moonclerk.com/en/articles/1239837-what-does-next-payment-attempt-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2017-11-22 This is the next date that a payment on a recurring plan is scheduled to be attempted. ## Article content This is the next date that a payment on a recurring plan is scheduled to be attempted. # What does "Paid" on an invoice in your MoonClerk account mean? URL: https://help.moonclerk.com/en/articles/1239850-what-does-paid-on-an-invoice-in-your-moonclerk-account-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2017-11-22 "Paid" means that we have attempted to charge your payer's card one or more times and the payment on their recurring plan was successful. ## Article content "Paid" means that we have attempted to charge your payer's card one or more times and the payment on their recurring plan was successful. # What does "Payer" mean? URL: https://help.moonclerk.com/en/articles/1239737-what-does-payer-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2017-11-22 A payer is anyone who makes a payment - anyone who provides their card information and checks out. ## Article content A payer is anyone who makes a payment - anyone who provides their card information and checks out. # What does "Payment" mean? URL: https://help.moonclerk.com/en/articles/1239745-what-does-payment-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2017-11-22 A payment is made whenever a payer's card is charged. Payments can be part of a recurring plan or can be one-time. ## Article content A payment is made whenever a payer's card is charged. Payments can be part of a recurring plan or can be one-time. # What does "Plan" or "Recurring Plan" mean? URL: https://help.moonclerk.com/en/articles/1239732-what-does-plan-or-recurring-plan-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2017-11-27 A payer creates a plan (also referred to as a "recurring plan") when they wish to have their card automatically charged for a scheduled payment. The amount, recurring period... ## Article content A payer creates a plan (also referred to as a "recurring plan") when they wish to have their card automatically charged for a scheduled payment. The amount, recurring period (frequency), duration, recurring day, and start date are variables that are part of the recurring plan. # What does "Recurring Day" mean? URL: https://help.moonclerk.com/en/articles/1239741-what-does-recurring-day-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2017-11-22 The recurring day is the day in a plan that payments are scheduled to be attempted. ## Article content The recurring day is the day in a plan that payments are scheduled to be attempted. # What does "Recurring Period" mean? URL: https://help.moonclerk.com/en/articles/1239740-what-does-recurring-period-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2017-11-22 A recurring period is the frequency in which payments are attempted. ## Article content A recurring period is the frequency in which payments are attempted. # What does "Refund" mean? URL: https://help.moonclerk.com/en/articles/1239843-what-does-refund-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2017-11-22 You can give full or partial refunds on any payment, whether it is a one-time payment or a payment that is part of a recurring plan. If you give a partial refund the status of the... ## Article content You can give full or partial refunds on any payment, whether it is a one-time payment or a payment that is part of a recurring plan. If you give a partial refund the status of the payment will still say "Successful". If you have refunded the full amount of a payment, then the status of that payment will say "Refunded." # What does "Theme" mean? URL: https://help.moonclerk.com/en/articles/1239831-what-does-theme-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2017-11-22 The theme is the design that can be applied to a payment form. You can create unlimited themes and apply them to forms. ## Article content The theme is the design that can be applied to a payment form. You can create unlimited themes and apply them to forms. # What does "Trial Period" mean? URL: https://help.moonclerk.com/en/articles/1239856-what-does-trial-period-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2018-01-19 A trial period is an amount of time you can set between when payers check out and when their cards are charged ## Article content A trial period is an amount of time you can set between when payers check out and when their cards are charged # What does “Payer Portal” mean? URL: https://help.moonclerk.com/en/articles/1239857-what-does-payer-portal-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2017-11-22 The Payer Portal is where your payers go to update their own recurring plan themselves. ## Article content The Payer Portal is where your payers go to update their own recurring plan themselves. # What does “Team Member” mean? URL: https://help.moonclerk.com/en/articles/2434822-what-does-team-member-mean Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2018-12-13 MoonClerk allows you to add different users to your MoonClerk account. These users are called “team members”. Each team member can be assigned different roles - Admin, Support,... ## Article content MoonClerk allows you to add different users to your MoonClerk account. These users are called “team members”. Each team member can be assigned different roles - Admin, Support, Analyst, Viewer. There is also another role - the owner of the account. There can only be one owner of a MoonClerk account. Learn more about the different team member roles. # What is an "Up-front Amount"? URL: https://help.moonclerk.com/en/articles/1239855-what-is-an-up-front-amount Canonical source: MoonClerk Help Center Terminology · Dodd Caldwell · Updated 2018-04-26 When you set up a recurring plan, you can charge an initial, one-time, up-front amount (for example a deposit on a rental unit) and then charge a different amount that recurs. ## Article content When you set up a recurring plan, you can charge an initial, one-time, up-front amount (for example a deposit on a rental unit) and then charge a different amount that recurs.