Automated payments: Stripe, Paypal
If you enable Stripe payments in your form, the payments from your users will be made to your bank account setup in Stripe. If you enable automated Paypal payments in your form, the payments are made to your Paypal account.
View transactions in Stripe
Login to Stripe > click Payments > You will be able to view all the transactions. You can also click Balances to view the balances and payout schedules.
Stripe payout schedules
https://support.stripe.com/questions/common-questions-about-payout-schedules
View transactions in Paypal
https://www.paypal.com/us/cshelp/article/how-do-i-check-the-status-of-my-payment-help142
View orders in Neartail
Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, click on the order to view the details > Order summary including the payment details will be displayed > you can click on the payment reference id to view the transaction in Stripe or Paypal.
Manual payments: Cash App, Zelle etc
When you enable manual payments such as Cash App, Venmo etc, you have to enter your account details. The user makes the payments directly to the account that you specify when you set up manual payments.
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) or paid, not verified (user has clicked on Mark as paid button). Once you verify the payment, you can mark the order as paid.
Comments (1)
Nov 21, 2023
Automated payments: Stripe, Paypal If you enable Stripe payments in your form, the payments from your users will be made to your bank account setup in Stripe. If you enable automated Paypal payments in your form, the payments are made to your Paypal account. View transactions in Stripe Login to Stripe > click Payments > You will be able to view all the transactions. You can also click Balances to view the balances and payout schedules. Stripe payout schedules https://support.stripe.com/questions/common-questions-about-payout-schedules View transactions in Paypal https://www.paypal.com/us/cshelp/article/how-do-i-check-the-status-of-my-payment-help142 View orders in Neartail Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, click on the order to view the details > Order summary including the payment details will be displayed > you can click on the payment reference id to view the transaction in Stripe or Paypal. Manual payments: Cash App, Zelle etc When you enable manual payments such as Cash App, Venmo etc, you have to enter your account details. The user makes the payments directly to the account that you specify when you set up manual payments. 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) or paid, not verified (user has clicked on Mark as paid button). Once you verify the payment, you can mark the order as paid.
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