How to Accept Manual Payments in GHL Forms and Surveys
Updated April 11, 2025
Many businesses lose sales because their forms only support online payments, leaving cash-based or bank-transfer customers without a checkout path. This tutorial walks you through enabling manual payment methods in GoHighLevel, configuring COD and custom options, and tracking pending orders through to paid status.
Overview
Manual payments are now supported for product sales via forms and surveys. This enables businesses to accept offline payments while easily monitoring order status.
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.
Allowing manual payments gives businesses more flexibility in payment methods and helps create a more seamless experience for customers buying through forms and surveys.
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