Hi Mave, You have enabled automated as well as manual payment options in your form. By default, there will be five order status: Abandoned, Submitted, Paid, Completed, Trash. When the user chooses the automated payment option and submits the form, the order will be displayed under the Paid status. When the user chooses the manual payment option and submits the form, the order will be displayed under the submitted status. Once you verify the payment and update the payment status, it will be moved to the Paid status. You can setup automated email notifications for Submitted and Paid status. Since you have enabled automated as well as manual payment options, I'd recommend the following set up. Setup Notify respondent option for Paid status 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 Paid status > click Notify respondent > setup wizard will be displayed > follow the prompts to complete the setup. This will be the automated order confirmation email sent to the customers confirming receipt of payment.

Setup email template for payment reminders The orders with manual payments will be displayed in the Submitted status. This will include orders with payment status marked as "Pending" or "Paid not verified". You should customize the email template for the Submitted status and use it to send a payment reminder. Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, click on a response in the Submitted status to view the details > click on the edit icon next to the customer email > Update the subject, message as required and save the email template.

Send payment reminder emails Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, click on a response in the Submitted status to view the details > click on the Customer email address to compose the email > The subject and message will be autofilled based on the email template. You can click Send to send the payment reminder email.

Currently, Neartail does not support sending text messages.