# 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 &…

- Source: https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/manual-payment-support-for-forms-surveys
- Section: Sites / Funnels and Websites
- Reading time: 1 min
- Images: 7, each explained below

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**TABLE OF CONTENTS**

-   [Overview](#overview)
-   [Available Payment Types](#available-payment-types)
-   [How It Works](#how-it-works)
    -   [1\. Enable Manual Payments](#1-enable-manual-payments)
    -   [2\. Automatic Display in Forms & Surveys](#2-automatic-display-in-forms-and-surveys)
    -   [3\. Order Processing & Payment Collection](#3-order-processing-and-payment-collection)
-   [Benefits & Use Cases](#benefits-and-use-cases)

## 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155041888127/original/RsE0XV5ezKyvlGowBawj16lzFGunkVxs-g.png)

**1. Enable Manual Payments (image 1 of 7)**

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 Methods
- Where to go: Navigate to Payments > Integrations > Manual Payment Methods.
- Next: 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.

Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155041888126/original/XUMjQcgnhILGrDhMlfgDYlqTzIDgOKjoRQ.png)

**1. Enable Manual Payments (image 2 of 7)**

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.
- What to fill in: 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.
- Next: When a user adds a product to a form or survey, the manual payment option will automatically appear in the payment selection.

Full 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.
    
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![2. Automatic Display in Forms & Surveys (image 3 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155041888125/original/cOt2j81pJfynqpxdH1n0j2d8-lL7vEC6mA.jpeg)

**2. Automatic Display in Forms & Surveys (image 3 of 7)**

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.

    

### 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155041888129/original/cezStfv4qYVXAjgZFHBr_MXkfby2hZKEIg.png)

**3. Order Processing & Payment Collection (image 4 of 7)**

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 > Orders
- What this covers: When a user submits a form with manual payment selected, the order appears in Payments > Orders with a "Pending" status.
- Next: Businesses 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155041888128/original/F1Rxkk5aspm8HgtGFUpLgS2Rnms54w0wrA.png)

**3. Order Processing & Payment Collection (image 5 of 7)**

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 > Orders
- What this covers: When a user submits a form with manual payment selected, the order appears in Payments > Orders with a "Pending" status.
- Next: Businesses 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155041888131/original/8fe7P3cfUbvNPWKCVHwWCj6bYovFBJkIuw.png)

**3. Order Processing & Payment Collection (image 6 of 7)**

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.
- What to choose: Businesses can mark the order as paid and choose the payment mode (cash, card, check, bank transfer, etc.).
- Next: The 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155041888130/original/N2dikUHR35IjZ0jsG3y-gckgNcqbkSV6GQ.png)

**Step 1 of 1: The payment status update in the Orders section will sync with the…**

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.
- What this covers: The 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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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com