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