We need help with a couple things:
1) How to configure payment option for UPI payments
2) After submission how to display message with registration number generated by a "Office Use" field on the form.
Enable UPI payments
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 > enable the UPI payment option listed under Manual payments > enter your UPI id, name and click Save.
UPI payments
When the user submits the form, we automatically generate the QR code/ pay now button that autofills the amount. The payment details are displayed after the user submits the form. Please note that you will have to manually reconcile payments by checking the transactions.
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".
Office use
If you don't want to show the field in the form, but include the calculated answer in the confirmation message, then set the appearance for that field as Hidden instead of Office use.
Hide fields
In the Edit page, click on the field to select it > click on the gear icon for this field > Field settings page will be displayed > click Answer > change the Appearance to Hidden and click Save.
Customize confirmation message
In the Edit page, click on the gear icon next to the Submit button > Button settings page will be displayed > click On submit > select Show customized message for this button > enter the message and click Save. If you would like to include specific form fields such as registration number, then click on the @ icon in the message editor and select the preferred field from the list.
Comments (2)
May 15, 2024
Also, do you have any help document or manual on all the formulas and how we can use them on our forms?
May 15, 2024
Enable UPI payments 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 > enable the UPI payment option listed under Manual payments > enter your UPI id, name and click Save. UPI payments When the user submits the form, we automatically generate the QR code/ pay now button that autofills the amount. The payment details are displayed after the user submits the form. Please note that you will have to manually reconcile payments by checking the transactions. 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". Office use If you don't want to show the field in the form, but include the calculated answer in the confirmation message, then set the appearance for that field as Hidden instead of Office use. Hide fields In the Edit page, click on the field to select it > click on the gear icon for this field > Field settings page will be displayed > click Answer > change the Appearance to Hidden and click Save. Customize confirmation message In the Edit page, click on the gear icon next to the Submit button > Button settings page will be displayed > click On submit > select Show customized message for this button > enter the message and click Save. If you would like to include specific form fields such as registration number, then click on the @ icon in the message editor and select the preferred field from the list.
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