The manual payments feature lets you handle 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, cheques, or card payments, you give customers more ways to pay.
How It Works
Enabling Manual Payments
Navigate to Payments > Integrations > Manual Payment Methods.
Enable either COD or custom payment methods.
Give the payment method a name, then set up the description and post-purchase message for each payment type. Make sure 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 organised.
Any changes to the payment status in Orders will automatically show in the Forms/Surveys Submissions section, keeping your tracking and reporting accurate.
✍️ Important Notes
- Manual payments are only available for products.
- This feature isn't supported for recurring or subscription-based products or for collecting dynamic amounts (e.g., donations).
This keeps your order and payment tracking easy to manage.