How To Create A Manual Subscription

A manual subscription may be added to a contact's profile to charge an existing card on file. A free trial can also be added to a manual subscription.


Ensure we have the client's permission before raising a manual transaction against the card on file.


  • Go to Ontraport
  • Open the client's contact record (search by email address if required)
  • Go to: Purchases
  • Go to: Transactions
  • Create a New Transaction
  • Choose the product
  • Click on the 'Settings' cog
  • Select: Make this a subscription
  • Review the subscription price and frequency
  • If a trial period is required, select: Add a trial period
  • Set the trial duration
  • Set/review the card to be charged
  • Set/review the Payment Gateway (we currently use NMI NUV as at November 2023)
  • Preview the invoice and check the details
  • Submit the transaction
  • Notify the client of the success transaction

This process is demonstrated in the video below:

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