Login to Neartail. Click on the form to open it. Edit page will be displayed. In the Neartail Edit page, click on the gear icon next to the Submit button. Button settings will be displayed. Click Enable payments. The payment options supported in your country will be displayed. Click on the configure link for the card payments option. Follow the prompts to create a Neartail Stripe connected account and enable card payments. Once you complete the setup, you can use the Neartail share link to submit a response and test the payment process to ensure everything is working correctly.

Bank transfer: This is a manual payment method. The payment details are displayed after the user submits the form. If you prefer, you can add instructions in the Bank transfer setup that informs the user that they have 7 days to make the payment. When a user places an order, the payment status will be either marked as "Pending" (not paid) by default. If the user clicks on the Mark as paid button, the status will be updated as "Paid, not verified". Once you verify the payment, you can mark the order as "Paid". Stripe: By default, card payments are processed and the order is submitted only if the payment is successful. If you prefer, you can enable the on-hold feature. Neartail's hold payment feature allows you to get payment authorization when the user submits the form and then collect the payment anytime within the next 7 days. Login to Neartail > click ont he form to open it > Edit page will be displayed > In the Edit page, click on the gear next to the Place order (submit) button > Button settings page will be displayed > select Enable for the "Pay on approval with hold payment" option and click Save. These payment transactions will be marked as "Uncaptured" in Stripe till you collect it. It indicates that the payment authorization has been obtained, but the funds have not been captured yet. To collect payments, login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, click on an order to view the details > click Collect. Please note that the authorization will automatically expire after 7 days. Paypal: If you are using automated Paypal option, the payments will be collected when the user submits the form. The order is submitted only if the payment is successful. Paypal does not have the on-hold payments feature.

Sync responses to Google Sheets Login to Neartail. Click on the form to open it. Edit page will be displayed. In the Neartail Edit page, click on the form title to select it. Click on the gear icon next to the form title. Form settings will be displayed. Click Advanced. Click Launch to open Google Forms. In Google Forms, click Responses and click on the spreadsheet icon to sync responses to Google Sheets. All the fields in the form are included as columns and each row is a response. The responses will be synced in real time. Export order line items data from Neartail Reports If you used the Neartail templates to create your order form, then you will also be able export the Neartail Reports data to google sheets. Login to Neartail > click on the form to open it > Edit page will be displayed > click Reports > click on the sync button in the bottom right corner. This includes order status, payment status & more. When you sync the Neartail reports to Google Sheets, we create three sheets. (1) Order summary: This includes the customer contact details, amount and other fields in the form. (2) Order lineitems: This includes the order lineitems data. You can use the pivot table option on this sheet to create the aggregate reports you need. (3) Order details: This includes the quantity ordered for the products in each order. Each product will be added as a column. For products with variants, each variant will be a separate column.

You can setup email notifications directly in Neartail. For detailed instructions, please refer to the help articles below. Send confirmation email to customers when they submit their order https://neartail.com/order-form/send-confirmation-emails-to-customers.html Send notification email to your team for new orders https://neartail.com/order-form/receive-notification-emails-for-new-orders.html

Hi Lauren, You must setup at least one payment method when you enable payments in your form. Otherwise, the above warning message will be displayed when you submit the form. If you would like to collect payments on collection, then you should disable payments in your form. Login to Neartail. Click on the form to open it. Edit page will be displayed. In the Neartail Edit page, click on the gear icon next to the Submit button. Button settings will be displayed. Click Disable payments. Click Save. Email notifications If you would like to set up email notifications, you can do it directly in Neartail. For detailed instructions, please refer to the help articles below. Send confirmation email to customers when they submit their order https://neartail.com/order-form/send-confirmation-emails-to-customers.html Send notification email to your team for new orders https://neartail.com/order-form/receive-notification-emails-for-new-orders.html

Hi Minal, what is the issue you are facing with configuring payments in your form? Are you getting any error messages? Please share the details so that we can check and help you with this.

Export order line items data from Neartail Reports If you used the Neartail templates to create your order form, then you will be able export the Neartail Reports data to google sheets. Login to Neartail > click on the form to open it > Edit page will be displayed > click Reports > click on the sync button in the bottom right corner. This includes order status, payment status & more. When you sync the Neartail reports to Google Sheets, we create three sheets. (1) Order summary: This includes the customer contact details, amount and other fields in the form. (2) Order lineitems: This includes the order lineitems data. You can use the pivot table option on this sheet to create the aggregate reports you need. (3) Order details: This includes the quantity ordered for the products in each order. Each product will be added as a column. For products with variants, each variant will be a separate column. Note: When you sync the google forms responses to google sheets, all the fields in the form are included as columns and each row is a response. If you have a product with variants, the order quantities for products variants will be included in the same column. View individual orders If you would like to view individual orders, login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, click on an order to view the details > click on the three dots more icon and click Print. Note: By default, it will show the first 10 orders in any status. You can click on the More option at the bottom of the last order to load more orders. Print consolidated orders list for delivery Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, click on the three dots more icon next to the Submitted status > click Print > select the number of orders by sliding the scale and click Print. Limit answers Neartail does not have the option to set a limit for the answers. You can only enable the inventory option for products or set up date / time slots using the appointments option. Please note that the addons such as choice eliminator that edits the google form will not work well with Neartail.

The reply-to address is set automatically. If you have configured the Email respondent and Email collaborators option, then when the user replies to the confirmation email, the email will be sent to the collaborators. Similarly, when the collaborators reply to the notification email, the email will be sent to the form respondent. You have not entered the correct To email address in the Email collaborators option. That's why the confirmation emails are not being sent. Login to Neartail > click on the from to open it > Edit page will be displayed > click Orders > In the Orders page, click on the three dots more icon next to the Submitted status > click Email collaborators > enter the correct email in the To option, click Next > if required, update the subject, click Next > if required, update the message, click Next to complete the setup. You can then submit a response to test the email notifications.

HI Lauren, You should write to your domain administrator and request to them to update permissions / add the Formfacade addon to the allowlist. Note: Michelle was using Neartail for creating the uniform order form. Your administrator would have already added Neartail addon to the allowlist. Please try it.

Hi Christina, there is no active paid subscription linked with your email account. The subscription could not be renewed on 24-June and since the subsequent retries failed as well, the subscription was automatically cancelled on 1-July. You can use the same email account to subscribe to the paid plan to continue using your forms. Formfacade Calculate pricing https://formfacade.com/calculate/pricing.html

Hi Angela, If you have moved the 2023 orders to the Trash status, these orders will not be included in the Neartail Reports. You can enable the Strict privacy option to permanently delete the orders in the Trash status. Enable Strict Privacy You can enable the Privacy option to delete the responses in Abandoned and Trash status permanently. Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, click on the three dots next to the Abandoned or Trash status > You can enable or disable the privacy settings. When enabled, the responses in Abandoned and Trash status will be automatically deleted after 7 days. Please note that the Abandoned status will be automatically hidden when the privacy option is enabled. Google Sheets If you have exported the data from Neartail Reports to google sheets, the synced data in google sheets cannot be deleted. If you prefer to have the 2024 orders only, then you can make a copy of the form and use the share link for that form to collect responses. When you export the data from Neartail Reports, only the responses in the copied will be synced to the google sheets.

The free trial will automatically end after 7 days. Please note that we do not ask for card details when you install the addon/create your account. So you don't have to worry about getting charged automatically. If you have installed the addon and would like to uninstall/remove the app from your Google Forms, here's the instructions: Open your Google Forms > click on the three dots icon next to the SEND button in the top right corner > click Addons > search for Neartail > select Neartail > click on Uninstall. If you would like to delete your account, please confirm.