The manual payments feature allows you to handle manual payments more effectively when selling products through forms and surveys. By offering options like Cash on Delivery (COD) or custom offline payment methods, such as bank transfers, checks, or card payments, you can cater to a wider range of customer preferences.

How It Works #

Enabling Manual Payments #

Navigate to Payments > Integrations > Manual Payment Methods.

Enable either COD or custom payment methods.

Assign a name for the payment method, then configure the description and post-purchase message for each payment type. Ensure that the manual payment options are activated for forms and surveys by clicking the options in the “Enable for” section.

When a product is added to a form or survey, the manual payment option will automatically be available for selection.

Order Processing and Payment Collection #

Once a form is submitted with a manual payment method, the order will appear in Payments > Orders with a “Pending” status. You can then mark the order as “Paid” and select the payment mode used (cash, bank transfer, etc.). This helps keep payment records organized.

Any updates to the payment status in Orders will automatically reflect in the Forms/Surveys Submissions section, ensuring seamless tracking and accurate reporting of payment statuses.

Important Notes #

• Manual payments are only available for products.
• This functionality is not supported for recurring or subscription-based products or for collecting dynamic amounts (e.g., donations).

This approach ensures that you can efficiently manage manual payments while keeping your order and payment tracking streamlined.

Frequently Asked Questions #

What manual payment methods can I offer? #

You can offer Cash on Delivery (COD) or custom offline payment methods such as bank transfers, checks, or card payments.

Where do I enable manual payments? #

Navigate to Payments > Integrations > Manual Payment Methods, enable COD or custom methods, and activate them for forms and surveys in the “Enable for” section.

How are manual payment orders processed? #

When a form is submitted with a manual payment method, the order appears in Payments > Orders as “Pending.” You can mark it as “Paid” and select the payment mode used.

Do payment status updates sync to submissions? #

Yes. Any updates to the payment status in Orders automatically reflect in the Forms/Surveys Submissions section for seamless tracking.

Can I use manual payments for donations or subscriptions? #

No. Manual payments are only available for products and are not supported for recurring or subscription-based products or for collecting dynamic amounts like donations.

Do I need to manually add the manual payment option to each form? #

No. Once enabled for forms and surveys, the manual payment option becomes automatically available whenever a product is added to a form or survey.