MoonClerk Features List

• Create unlimited payment forms
• Embed payment forms
• Full, secure hosting
• Mobile and desktop friendly checkout forms
• Use payment forms as a "virtual terminal"
• Default "Subscribe", "Buy Now", and "Donate" buttons or use your own
• Wordpress embed plugin
• Auto-generated payment links you can send to your payers or post online
• Express checkout with Apple Pay, Google Pay, and Microsoft Pay
• Accept credit cards
• Accept debit cards
• Accept ACH bank transfers (US only)
• Charge payers outside of your country and/or currency
• GDPR compliant
• SCA compliant
• PCI compliant
• Full SSL encryption

• Create one-time or recurring checkouts
• Clone checkouts
• Choose whether you want to accept ACH payments (US only)
• Set one or more multiple fixed amounts at checkout your payers can choose from
• Allow your payers to choose their own amounts at checkout (choose to add suggested amounts as well)
• Charge an additional fee at checkout (taxes, shipping, etc.)
• Make additional fees optional or required
• Make additional fees percentages or whole dollar amounts
• Let your payers choose their own recurring frequency at checkout
• Set custom recurring frequencies
• Create installment payment plans by limiting the duration of recurring plans
• Create evergreen recurring plans with unlimited durations
• Let your payers choose the duration of their recurring plans
• Charge an upfront amount (ex. Deposit)
• Choose whether your upfront amount will be charged at checkout or when the recurring plan starts if it starts in the future
• Redirect to your own custom thank-you page after checkout or ours
• Require payers to agree to your terms of service for checkout
• Track which terms of service version payers agreed to
• Limit the number of checkouts on a form
• Disable checkouts on set dates

Set the day that a recurring plan starts:

• Day payer checks out
• Set fixed day of week/month
• Set a specific date
• After a trial period ends

• Make custom fields required or not

Ask for any information you need:

• Address (also, limit countries in address field)
• US Verified addresses
• Checkboxes
• File Uploads
• Date
• Email
• Phone Number
• Radio Buttons
• Dropdown Menu
• Single Line Text
• Paragraph Text
• Time
• Website (URL)

• Add, change, or remove coupons for recurring plans after checkout

Create coupons with the following parameters:

• For one-time payments
• For recurring payments
• Recurring coupons that apply to the first payment
• Recurring coupons that apply for a set number of months
• Recurring coupons that last forever
• Customizable codes
• Amounts or percentages
• Limited to specific forms
• Limited number of redemptions
• Dates after which the coupons expire

• Automatic transfer of funds to your bank account
• View their payment history
• Automatic, multiple retries of failed payments

Choose to allow your payers to update the information they entered at checkout themselves:

• Card information
• Name and email
• Custom field responses
• Recurring plan cancelation
• Frequency
• Amount
• Charge days

• Dashboard view with graphs/analytics of your account activity, adjustable by date
• Export your payment and plan data into spreadsheets
• View an activity stream of all changes inside your account, auto-attributed to the team member who made them
• Add unlimited team members/users to your account and assign them roles with different levels of access
• Search payments
• Search recurring plans
• Search payment forms
• Search coupons
• Issue full or partial refunds
• Add internal notes to payments
• Credit and debit recurring plan accounts
• Add, change, or remove coupons for recurring plans after a payer has checked out
• Edit payers' custom field information you've collected at checkout
• Add internal notes to recurring plan accounts
• Create one-off payments to payers' cards after they've checked out for recurring plans
• Resend receipts
• Manually send receipts to additional email addresses
• Skip payments
• Restart canceled recurring plans without your payers having to check out again
• Search coupons

Filter all of your payments by:

• Payment form
• Payment date
• Pause plans
• Payment status
• Recurring plan
• Amount

Filter all of your plans by:

• Payment form
• Checkout dat
• Amount
• Status
• Next Payment Attempt Date
• Active Discount

Edit recurring plans:

• Card details
• Frequency
• Charge Day
• Duration
• Name and email

• Customize the text of email notification to your payers (including adding merge fields)
• Customize the text of email notifications to your team (including adding merge fields included)

Enable/disable auto-send emails to you and your team:

• Successful payment
• Recurring plan created
  
• Failed payment on a recurring plan
  
• Recurring plan ended
  
• Updates your payers make on the self-service payer portal
  
• Card expiration date approaching
  

Choose to enable/disable auto-send emails to your payers (by default, each email has a way for your payers to update their card information):

• Successful payment 
  
• Recurring plan created
  
• Failed payment on a recurring plan
  
• Recurring plan ended
  
• Card Expiration Date Approaching
  
• Upcoming payment 
  
• Successful Refund

• Google Analytics Integration
• Integrations with 1,500+ apps through Zapier

Direct Integrations with email marketing providers:

• MailChimp
  
• ConvertKit
  
• Mad Mimi
  
• Campaign Monitor
  
• Constant Contact
  
• Emma
  
• GetResponse
  
• AWeber
  
• Sendlane
  
• ActiveCampaign
  

Third-party integrations:

• ShipRobot
  
• PirateShip
  
• Tapfiliate

• Beautiful out-of-the-box design for payment forms

Style your checkout with:

• Typefaces
  
• Colors
  
• Backgrounds images
  
• Header images
  
• Custom CSS

• Automatically deliver digital products to payers after they check out
  
• Sell access to downloadable files of any type
• Sell access to streaming video and live webinars
• Sell access to web calls, chat communities, and external links
  
• Unlimited storage
  
• Unlimited delivery bandwidth
  
• Sell via subscription or one-time payment
  
• Upload any content type 
  
• Upload unlimited digital products
  
• Group digital products into packages to sell together
  
• Add a name and description to your digital products
  
• Edit the products you've already added
  
• Add a name and descritption to your collections (packages) of products
  
• Add your brand's color to the download page for a custom design
  
• Add a header image to the download page for a custom design
  
• Edit your packages of products after payers have checked out
  
• Resend digital product download links to those who have ordered (or additional email addresses)
• Give payers unlimited access to digital productsfor one-time payments
• Limit payers on recurring plans so they only have access to the digital products while they are paying customers
• Manually grant a payer's access indefinitely to digital products
• Manually block a payer's access indefinitely to digital products

• Create unlimited crowdfunding campaigns
• Set fundraising goal amounts
• Set fundraising end dates
• Add a name and description to each campaign
• Add your brand's colors to each campaign
• Add a header image to each campaign
• Publish your campaigns publicly
• See who contributed to each campaign
  
• Track progress towards the goal of each campaign
• Direct supporters back to the camapaign to see their contribution's affect
• Add and edit "offline" payments outside of MoonClerk that apply towards a campaign's goals

• Sell access to Mailchimp newsletters
  
• We auto-send payer name, email address, recurring plan status, and more to Mailchimp
• We auto-sync all payer data between Mailchimp and MoonClerk
• In Mailchimp, segment payers based on recurring plan statuses and other data

• READ ONLY REST-style API that uses JSON for serialization and an API key for authentication
• Pass and retrieve custom IDs through the entire checkout process
• Webhook integration with Stripe
• Programmatically pass an amount, name, and email through to checkout forms
• Use CSS to customize payment form design