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Manual Payment Support for Forms & Surveys

TABLE OF CONTENTS Overview Available Payment Types How It Works 1. Enable Manual Payments 2. Automatic Display in Forms & Surveys 3. Order Processing &…

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On this page
  1. Overview
  2. Available Payment Types
  3. How It Works
  4. 1. Enable Manual Payments
  5. 2. Automatic Display in Forms & Surveys
  6. 3. Order Processing & Payment Collection
  7. Benefits & Use Cases

TABLE OF CONTENTS

Overview

We now support manual payments for selling products through forms and surveys. This feature allows businesses to accept offline payments and track order statuses seamlessly.

Available Payment Types

  • Cash on Delivery (COD): Customers pay in cash upon receiving their order.

  • Custom Payment Methods: Includes bank transfers, checks, card payments, or other offline payment options.

How It Works

1. Enable Manual Payments

  • Navigate to Payments > Integrations > Manual Payment Methods.

1. Enable Manual Payments (image 1 of 7) What this shows Navigate to Payments > Integrations > Manual Payment Methods. What this shows Illustrates the "1. Enable Manual Payments" section of "Manual Payment Support for Forms & Surveys". This screenshot appears in the "1. Enable Manual Payments" section of "Manual Payment Support for Forms & Surveys". The text alongside this image reads: Navigate to Payments > Integrations > Manual Payment Methods. The navigation path used here is Payments > Integrations > Manual Payment Methods. Immediately after, the guide continues: Enable COD or Custom Payment Methods as needed. Configure the description and post-purchase message for each payment type. Ensure the manual payment option is enabled specifically for forms and surveys. Path: Payments > Integrations > Manual Payment MethodsImage 1 of 7 Where to goNavigate to Payments > Integrations > Manual Payment Methods. Next stepEnable COD or Custom Payment Methods as needed. Configure the description and post-purchase message for each payment type. Ensure the manual payment option is enabled specifically for forms and surveys.
All 3 steps in this procedure
  1. Enable COD or Custom Payment Methods as needed.
  2. Configure the description and post-purchase message for each payment type.
  3. Ensure the manual payment option is enabled specifically for forms and surveys.

  • Enable COD or Custom Payment Methods as needed.

  • Configure the description and post-purchase message for each payment type.

  • Ensure the manual payment option is enabled specifically for forms and surveys.

1. Enable Manual Payments (image 2 of 7) What this shows Enable COD or Custom Payment Methods as needed. What this shows Illustrates the "1. Enable Manual Payments" section of "Manual Payment Support for Forms & Surveys". This screenshot appears in the "1. Enable Manual Payments" section of "Manual Payment Support for Forms & Surveys". The text alongside this image reads: Enable COD or Custom Payment Methods as needed. Configure the description and post-purchase message for each payment type. Ensure the manual payment option is enabled specifically for forms and surveys. Immediately after, the guide continues: When a user adds a product to a form or survey, the manual payment option will automatically appear in the payment selection. Image 2 of 7 What to fill inEnable COD or Custom Payment Methods as needed. Configure the description and post-purchase message for each payment type. Ensure the manual payment option is enabled specifically for forms and surveys. Next stepWhen a user adds a product to a form or survey, the manual payment option will automatically appear in the payment selection.
All 3 steps in this procedure
  1. Enable COD or Custom Payment Methods as needed.
  2. Configure the description and post-purchase message for each payment type.
  3. Ensure the manual payment option is enabled specifically for forms and surveys.

2. Automatic Display in Forms & Surveys

  • When a user adds a product to a form or survey, the manual payment option will automatically appear in the payment selection.

  • 2. Automatic Display in Forms & Surveys (image 3 of 7) What this shows When a user adds a product to a form or survey, the manual payment option will automatically appear in the payment selection. What this shows Shows what this covers for step 2 of 2 in the "2. Automatic Display in Forms & Surveys" section of "Manual Payment Support for Forms & Surveys". This screenshot accompanies step 2 of 2 in the "2. Automatic Display in Forms & Surveys" section of "Manual Payment Support for Forms & Surveys". For context, this section explains: When a user adds a product to a form or survey, the manual payment option will automatically appear in the payment selection. Step 2 of 2Image 3 of 7

3. Order Processing & Payment Collection

  • When a user submits a form with manual payment selected, the order appears in Payments > Orders with a "Pending" status.

3. Order Processing & Payment Collection (image 4 of 7) What this shows When a user submits a form with manual payment selected, the order appears in Payments > Orders with a "Pending" status. What this shows Illustrates the "3. Order Processing & Payment Collection" section of "Manual Payment Support for Forms & Surveys". This screenshot appears in the "3. Order Processing & Payment Collection" section of "Manual Payment Support for Forms & Surveys". The text alongside this image reads: When a user submits a form with manual payment selected, the order appears in Payments > Orders with a "Pending" status. The navigation path used here is Payments > Orders. Immediately after, the guide continues: Businesses can mark the order as paid and choose the payment mode (cash, card, check, bank transfer, etc.). Path: Payments > OrdersImage 4 of 7 What this coversWhen a user submits a form with manual payment selected, the order appears in Payments > Orders with a "Pending" status. Next stepBusinesses can mark the order as paid and choose the payment mode (cash, card, check, bank transfer, etc.).
3. Order Processing & Payment Collection (image 5 of 7) What this shows When a user submits a form with manual payment selected, the order appears in Payments > Orders with a "Pending" status. What this shows Illustrates the "3. Order Processing & Payment Collection" section of "Manual Payment Support for Forms & Surveys". This screenshot appears in the "3. Order Processing & Payment Collection" section of "Manual Payment Support for Forms & Surveys". The text alongside this image reads: When a user submits a form with manual payment selected, the order appears in Payments > Orders with a "Pending" status. The navigation path used here is Payments > Orders. Immediately after, the guide continues: Businesses can mark the order as paid and choose the payment mode (cash, card, check, bank transfer, etc.). Path: Payments > OrdersImage 5 of 7 What this coversWhen a user submits a form with manual payment selected, the order appears in Payments > Orders with a "Pending" status. Next stepBusinesses can mark the order as paid and choose the payment mode (cash, card, check, bank transfer, etc.).

  • Businesses can mark the order as paid and choose the payment mode (cash, card, check, bank transfer, etc.).

3. Order Processing & Payment Collection (image 6 of 7) What this shows Businesses can mark the order as paid and choose the payment mode (cash, card, check, bank transfer, etc.). What this shows Illustrates the "3. Order Processing & Payment Collection" section of "Manual Payment Support for Forms & Surveys". This screenshot appears in the "3. Order Processing & Payment Collection" section of "Manual Payment Support for Forms & Surveys". The text alongside this image reads: Businesses can mark the order as paid and choose the payment mode (cash, card, check, bank transfer, etc.). Immediately after, the guide continues: The payment status update in the Orders section will sync with the Form Submissions section. Image 6 of 7 What to chooseBusinesses can mark the order as paid and choose the payment mode (cash, card, check, bank transfer, etc.). Next stepThe payment status update in the Orders section will sync with the Form Submissions section.

  • The payment status update in the Orders section will sync with the Form Submissions section.

    Step 1 of 1: The payment status update in the Orders section will sync with the… What this shows Step 1 of 1: The payment status update in the Orders section will sync with the Form Submissions section. What this shows Shows what this covers for step 1 of 1 in the "3. Order Processing & Payment Collection" section of "Manual Payment Support for Forms & Surveys". This screenshot accompanies step 1 of 1 in the "3. Order Processing & Payment Collection" section of "Manual Payment Support for Forms & Surveys". At this point in the walkthrough you the payment status update in the Orders section will sync with the Form Submissions section. Step 1 of 1Image 7 of 7 What this coversThe payment status update in the Orders section will sync with the Form Submissions section.

Benefits & Use Cases

  • Greater Payment Flexibility: Supports a variety of offline payment options.

  • Seamless Order Tracking: Orders and payments are easily managed in a unified dashboard.

  • Automatic Synchronization: Payment status updates reflect in both the Orders and Submissions sections.

  • Ideal for Cash-Based Businesses: Suitable for businesses that handle cash or offline transactions.

By enabling manual payments, businesses can expand their payment options and provide a smoother experience for customers purchasing through forms and surveys.

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