Quick Start Guide

Setup products, one time and recurring, put them on payment forms and put those payment forms on website and funnel pages you can take payment for your products/services.

How to create single products

How to create recurring products

How to add products to payment forms

How to add payment forms to funnel or website pages

Invoices

Setup invoices with your logo, your business information and use the Noomerik or CRM system to send them out to your clients to take payment for your product/services.

How to create invoices

How to create automations with invoices

How to find invoice links

How to create an invoice payment page

How To's

More Advanced Setup

How to Add Your Payment Form to a Funnel or Website Page

In this short video I show you how to add your payment form to a funnel or website page. You can also add a payment form to a funnel/website page by simply embedding the form code we provide into an html element on a page, or any site you can edit the html on, i.e a wordpress page, wix, squarespace, clickfunnels, etc.

How to Connect Your Payment Form

In this short video I show you how to connect your payment form to Noomerik so you can create products and payment forms to accept payment on your website for funnel. This is for v1 payment forms and is not required for v2 forms. Version 2 forms can be identified by their ending numbers, for example: /1234

How to Automate Product Delivery

In this short video I show you how to automate product delivery through tagging and workflows.

How to Add Terms & Conditions

In this short video I show you how to add terms and conditions to your payment forms.

How to Find Invoice Links

In this short video I show you how to find invoice links, before and after an invoice is created.

How to Use a Setup Fee on a Recurring Product

In this short video I show you how to use the setup fee with recurring products.

How to Migrate Your Stripe Customers

In this short video I show you how to securely migrate your Stripe customers into the Noomerik system. We provide very specific instructions on how to make the request from Stripe so make sure you look for those notes in the video.

How to Add a Customer to a Subscription

In this short video I show you how to add your migrated customers from Stripe or Authorize.net to an existing subscription in Noomerik.

How to Edit a Recurring Product

In this short video I show you how to edit a recurring product.

How to Rebill When Recurring Payment Fails

In this short video I show you how to rebill someone who's recurring payment failed.

How to Add Taxes

In this short video I show you how to add taxes to products and/or payment forms.

How to Send Custom Receipts

In this short video I show you how to send both custom and/or system generated receipts to your clients/customers.

How to Create an Invoice Payment Page

In this short video I show you how to create an invoice payment page so your customers can enter their invoice number and pay right on the page, hosted on your site.

How to Disable Recurring Invoice Notifications in Noomerik

In this short video I show you how to disable the Noomerik recurring invoice notifications, if you wanted to use the GHL system to send recurring notifications.

How to Add an Existing Customer to the Customer Vault & Connect Them to a Recurring Subscription

In this short video I show you how to add an existing customer to your customer vault and then connect them to your recurring subscriptions/products in Noomerik.

How to Set Up a Payment Plan

In this short video I show you how to set up a payment plan for a product, i.e. 2 payments, 6 payments, 12 payments.

How to Set Up Test Mode

In this short video I show you how to test your products with test credit cards and bank accounts. Here's the link to the test account information.

How to Respond to Chargebacks

In this video I show you how to respond to chargebacks and give a few tips to help you win them.

How to Create Single Products

In this video we show you how to create single purchase products.

How to Add Products to Payment Forms

In this video we show you how to add your products to your payment forms.

How to Create Coupons/Discounts

In this video we show you how to setup coupons/discounts with system generated codes, custom codes, if and/or how they can expire. And how to put that coupon and/or discount on any product in your entire inventory with the click of a button.

How to Create Invoices

In this video we show you how to create invoices, connect them to a contact in your system and email or text them out to your customers.

How to Create Automations w/Invoices

In this video we show you how to use GHL Automations with Noomerik invoices.

Pay Invoice Page

In this video we show you how to create a page where your customers can enter their invoice number and pay right on the page without having to look their email to find their invoice.

Manage Subscriptions

In this video we show you how you can manage subscriptions for your customers, cancel or pause the billing.

Purchases

In this video we show you how to view and search for specific purchases from any of your customers. Any customer or client of yours can log in to the system through members.noomerik.com with the email and password we sent to them when they purchased from you.

How to Authorize Credit Cards

In this video we show you how to authorize and/or update credit card payment information for current or new clients. This then allows you to safely transfer clients from current payment systems to the Noomerik system.

How to Use Quotes/Estimates

In this video we show you how to use the Noomerik quote system and how once a quote is accepted it automatically turns into a payable invoice for your customer/client.

How to Issue Refunds

In this video we show you how to issue either a partial or a full refund through the Noomerik gateway.

How to Take Manual ACH Payments

In this video we show you how to take a manual ACH payment

How to Refund ACH Payments

In this video we show you how to refund an ACH payment

PCI Compliance

In this video we show you how to become PCI compliant through Maverick. It's a simple process that takes 10-15 minutes and saves you $25 a month in merchant fees.

SaaS Configurator

The Noomerik SaaS configurator will allow the the user to automatically create sub-accounts, unlimited SaaS products (so you could just create a SaaS product that allows for only reviews), add a snapshot and create revoke permissions based on non-payment.

This release also allows you to sell “seats” or per user access to a sub account by creating a SaaS product just for a seat in a particular location. It sends the credentials to the new seat on auto pilot.

You must have the $497 plan for this configurator to work

Member Portal

The Noomerik member portal allows your users to update their own payment details per subscription product. Upon initial purchase, when turned on, your customer will receive login credentials to their specific products and/or services. It will provide them a list of all payment types on file and allow them to update as needed.

If you want to use this new feature you must REQUEST that we turn it on for your account and it will currently work for any NEW subscriptions moving forward. We are still working on updating existing subscriptions for this feature. You can request this feature be turned on through support@noomerik.com, just put in the subject line Member Portal.

Auto Dunning

The Noomerik auto dunning feature will automatically retry a failed payment for a clients payment details, card or bank account, and then remind the customer if the payment failed while also providing them a link to update their own payment details. Dunning will have configurable options (you choose how many times the system retries the payment) as well as customizable emails to remind your clients their payment has failed.

Noomerik Payment Form

Users will now have the option to use the Noomerik payment form instead of the default CRM payment form. This new payment form will have the ability for CSS to be added so you can customize the form to your brand.

Contacts (Customer Vault)

The Contacts menu item now will show all of your customers in the Noomerik system, allow you to add new customers in Noomerik, rather than straight through your CRM, see which payment details they have on file (meaning just the last 4 digits of an account number on file) and which products, subscriptions or invoices they have attached to their record.

This sets the stage for future updates that will allow for refunding through Noomerik as well as recharging a payment method on file. These features are coming later in 2023.

Appointments

Our own calendar payment system that connects to the GHL calendar system. You can now use Noomerik to charge for booking appointments on the calendar.

Custom Fields in Payment Forms

Our users can create custom fields in the Noomerik form for use in their CRM. This creates the opportunity to completely customize your checkout forms for any part of your business.

API Connection Oauth2.0

We’ve now included the updated Oauth2.0 API connection within your CRM. Go to Settings, then Company Settings and change current connection from v1 to v2 and then you’ll see the connection in Settings, then API Setting.