Manual Payments in Forms & Surveys

Manual Payments in Forms & Surveys

system update
February 25, 2025•1 min read

Selling online doesn’t mean you are limited when accepting cash, bank transfers, or other forms of manual payment. With this feature, you can easily enable customers to use those preferred methods for purchases done through Forms & Surveys.

⭐️Why Is This Feature Beneficial To Your Company?

  • Enhanced Flexibility: Trigger automation while accepting payments not connected with the system, such as cryptocurrencies, without the transaction information running the risk of getting lost.

  • Automated Updates: When using this feature updating the payment status in Orders will reflect in the Submissions section of the respective form/survey.

  • Customer Satisfaction: Provide added payment variety to customers, meeting them where they are and ensuring the flow of the transaction keeps both sides satisfied.

⭐️How To Use Manual Payments in Forms & Surveys?

  1. Navigate to the Integrations tab inside the Payments section and click Connect next to Manual Payments.

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  2. Enable COD or Custom Payment Methods by clicking + Add and filling out the details.

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  3. Check the box next to Forms and Surveys to enable it, then click Save to update the changes in the system.

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  4. When a product is added the manual payment option will automatically appear for your Form/Survey.

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This expands your payment options, offering greater flexibility in transactions, enhancing customer satisfaction, and while still allowing for guided follow-ups through workflows.

paymentspaymentformsformsurveyssurvey
Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

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