MoonClerk Features List

We've tried to provide a comprehensive list of all our features here. Don’t see what you’re looking for? Let us know. We may have missed some.

Accepting Payments

  • 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

Configuring Payment Forms

  • 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

Custom Fields on Payment Forms

  • 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

Back-Office Automation

  • 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 Capabilities

  • 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

Email Notification System

  • 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

Payment Form Design

  • Beautiful out-of-the-box design for payment forms
Style your checkout with:
  • Typefaces
  • Colors
  • Backgrounds images
  • Header images
  • Custom CSS

Digital Delivery

  • 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

MoonClerk Pro for Mailchimp

  • 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

For Developers

  • 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