Introducing Manual Payments for Forms and Surveys

Announcing Manual Payments in Forms & Surveys

We’re pleased to introduce an exciting update designed to enhance flexibility and streamline transaction processes for your business! You can now support manual payments directly within forms and surveys, allowing you to sell products with greater convenience. Discover the added capabilities this feature brings and how it can benefit your operations.

Manual Payment Options Introduced

With this update, businesses can offer two valuable manual payment types:

• Cash on Delivery (COD): Cater to customers who prefer to pay when they receive their product.
• Custom Payment Methods: Flexibility to include offline payments such as bank transfer, check, or card.

Efficient Order Tracking and Payment Management

Managing manual payment orders has never been easier:

• Orders processed through manual payments are displayed under Payments > Orders with a “Pending” status.
• You can mark orders as paid and specify the payment mode, ensuring accurate records.
• Payment status modifications within Orders are seamlessly updated in the Submissions section of the corresponding form or survey.

Getting Started with Manual Payments

To enable manual payments, follow these straightforward steps:

1. Navigate to Payments > Integrations > Manual Payment Methods.
2. Enable the desired payment types such as COD or custom payment methods.

3. Configure the description and post-purchase message for your selected payment type.
4. Ensure the manual payment option is active in your forms and surveys.

Automatic Integration in Forms and Surveys

Once a product is added, the manual payment option will automatically be available for selection in your forms and surveys, facilitating a smoother customer experience.

Simple Order Processing

Here’s how it works once a manual payment is selected:

1. Users submit a form with the manual payment option.
2. Orders are placed in the “Pending” status under Payments > Orders.

3. Once payment is received, mark the order as paid and specify the payment method.
4. Updates in payment status will be reflected in the Form Submissions section.

Important Considerations

• Supported for selling products only. This feature is not available for recurring or subscription-based products nor for collecting specified amounts like donations.

This enhancement brings more flexibility to your business’s payment processes, ensuring organization and efficiency across operations.

In Case You Missed It: For more updates, explore our recent announcement on how Toll-Free Number Verification for SMS is Now Required.