Accepting Offline Payments Through Forms and Surveys
Overview
You can now configure your forms and surveys to accept manual or offline payments for products. This feature allows you to sell products through your forms while giving customers the option to pay using methods like cash, check, or bank transfer, and then track the status of those orders directly within your CRM.
Available Manual Payment Methods
When enabling manual payments, you can offer customers two primary types of offline payment options:
- Cash on Delivery (COD): The customer pays with cash when they receive the product.
- Custom Payment Methods: This is a flexible option that can be used for payments like bank transfers, checks, or credit card payments processed outside of standard online gateways.
How to Set Up and Use Manual Payments
1. Enable Manual Payment Methods
To get started, go to Payments > Integrations > Manual Payment Methods in your CRM. On this page, you can enable either Cash on Delivery, Custom Payment Methods, or both. For each method you enable, you can configure a description that the customer will see and a message to display after they complete their purchase. Make sure the manual payment option is activated specifically for use with forms and surveys.
2. Manual Payments in Forms and Surveys
Once manual payments are enabled, they will automatically appear as a payment option within any form or survey that includes a product for purchase. When a customer is filling out the form, they will be able to select the manual payment method alongside any other online payment gateways you have configured.
3. Processing Orders and Recording Payments
After a customer submits a form and selects a manual payment option, a new order is created with a status of "Pending." You can view and manage these orders by navigating to Payments > Orders. When the customer completes their offline payment, you can update the order status to "Paid" and specify the payment mode used, such as cash, check, or bank transfer. This status change will automatically synchronize and be reflected in the form's submission details.
Benefits and Common Uses
- Payment Flexibility: Accommodate customers who prefer or require offline payment methods.
- Unified Tracking: Manage all orders and their payment statuses from a single location in your CRM.
- Automatic Sync: Changes to an order's payment status are automatically updated across the Orders and Form Submissions sections.
- Ideal for Local Businesses: Perfect for businesses that frequently handle cash transactions or other non-digital payments.
By setting up manual payments, you can offer more ways for customers to pay for products through your forms and surveys, helping to streamline your order management process.