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Dear, Since a few days I don't get any email anymore when a new reservation is submitted
how to allow buyer to attach a paynow screenshot after making payment?
The payment page cannot be customized. You can either choose to create a Neartail Stripe connected account and enable automated PayNow payments or enable manual PayNow payment option and enter your account details to set up PayNow payments. Enable payments Login to Neartail > click on the form to open it > Edit page will be displayed > In the Neartail Edit page, click on the Enable link in the payment section > click Enable > The payment options supported in your country will be displayed. > configure the preferred payment options and click Save. Automated payments When you enable the automated PayNow payment option, users will be able to submit their order only if the payment is successful. The payments will be made directly to your bank account configured in the setup. Please note Stripe charges a transaction fee. Manual 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".
I am selling products but how do I keep track the number of stock for each product live? Can the form prompt out of stock if the item is sold out?
If you have products with limited stock, you can enable the inventory option and set the available stock quantity. Neartail will track product orders and automatically update the stock. When the available stock reaches zero, the product will be marked as out of stock on the form, and users will no longer be able to place orders for it. Enable inventory Login to Neartail > click Forms > click on the form to open it > Edit page will be displayed > In the Edit page, click on the product to select it > click on the ⚙️ settings gear icon > Product settings page will be displayed > click Advanced > check Enable inventory, enter the available stock and click Save.
Where will i receive my pre orders from?
You can view the submitted orders in the Neartail Orders and Reports pages. Since you have enabled the 'Submit to Google Forms' option in your form, the orders will also be recorded in Google Forms and the linked Google Sheets
I would like to create email and text templates for the following senerios how do I do that 1) a template for an email reminder customers that payment is due before a certain date or their order will not be able to be processed and completed 2) a text message template to let customers know that their payment has been recieved. These two templates ideally need to be saved and easy to access
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.
I am not able to download the weekly order report to xls file. Only download to .csv option is there.
You can sync the orders to google sheets. Login to Neartail > click Forms > click on the form to open it > Edit page will be displayed > click Reports > In the Reports page, click on the ⚙️ settings gear icon (see screenshot below) > click Sync all orders to google sheets.
how to add payment method to form
Hi Michelle, We have integrated with Stripe (Card, Apple Pay, Bancontact, Paynow, Cash App, iDeal) and Paypal (Paypal, Venmo) for automated payments. In addition, you can also enable manual & offline payment methods such as UPI, Cash App, Zelle, Lydia, cash on delivery, bank transfer, check. How to enable payments? Login to Neartail > click on the form to open it > Edit page will be displayed > In the Neartail Edit page, scroll down to the bottom of the page > click on the Enable link in the Payments section (see screenshot below) > Payments settings will be displayed > click Enable > The payment options supported in your country will be displayed > configure the preferred payment options and click Save.
With the new update to the website, the shopping cart on the top right side has no option for me to change the calculations! The calculations being made do not match my calculations. Can you give me permission to access it?
Summary settings The Summary settings page allows you to select the relevant fields from the form for options such as Amount, Discount, Tax, Delivery Fee, Tip, Donation, Net amount option. The mapping in the Summary settings allows Neartail to identify the field with the amount to be charged and pass this amount to the selected payment option. If you have mapped a field for the Net amount option, the answer for that field will be passed to the selected payment option. Otherwise, the answer for the field mapped for the Amount option will be passed. This mapping is also used to show the order summary in the cart page. Update settings Login to Neartail > click on the to open it > Edit page will be displayed > In the Neartail Edit page, click on the configure key fields icon in the bottom right corner at the end of a page (see screenshot below) > Summary settings page will be displayed > select the correct fields for the Amount, Discount, Tax, Delivery Fee, Tip, Donation, Net amount option and click Save. If you are not charging a delivery fee, offering discounts etc, you can select None from the dropdown list for the respective options in the Summary settings page.
Why it keep shows * Indicates required question when I launched the form to google form and the order summary does not appear for review before submit?
You will need to use the near.tl share link to collect responses for your form. Please note that customizations and calculations won’t work with the standard Google Forms link, as these features are not supported by Google Forms.
How do I turn off the sound effects? It's way too loud — it startles me every time I open the order page.
Sound alerts are automatically enabled when you open the Neartail Orders page. Currently, it cannot be disabled. I'll share your feedback with our team. In the meantime, you can mute the browser tab where you’ve opened the Neartail Orders page to disable sound notifications.
How can i add transaction fees to a Card payment but not a Bank Transfer?
Currently, Neartail does not have the option to set a transaction fee for each payment method separately. This feature is part of the roadmap.
Hello. Did you remove the old export format (the file with the line items tab) ? Is it possible for us to find or create the same export as before ? I don't think so. Thanks.
Yes, you can sync the orders with line items details to google sheets. Login to Neartail > click Forms > click on the form to open it > Edit page will be displayed > click Reports > In the Reports page, click on the ⚙️ settings gear icon (see screenshot below) > click Sync all orders to google sheets.
I have set up an upcoming event with two dates for registrants to choose from. Can I set up registration limits for each date? Or should I set up two separate forms, one for each date?
You have added a checkboxes question "Workshop date" with the two dates as answer choices and a product sold by quantity for "Registration fee". If you would like to limit for each workshop date, then you must set it up as a product and enable the inventory option. Login to Neartail > click Forms > click on the form to open it > Edit page will be displayed > click on the Add product icon > enter the product title "Workshop registration", select "Sold by variant", enter the price, set the max quantity as 2, enter the two workshop dates as variants > click on the settings gear icon > Product settings page will be displayed > enable the "Allow users to select multiple variants" > click Advanced > enable the inventory option, enter the available stock (see screenshot below) and click Save.
Frequently Asked Questions
Hello! Why do some say completed and others read PAID, I am not understanding the difference. Is there something I need to do?
Hi Katrina By default, there are four order status: Abandoned, Submitted, Completed, Trash. You cannot rename the default status, but you can choose to hide a default status. When you enable automated as well as manual payments in your form, the default order status will include Abandoned, Submitted, Paid, Completed, Trash. Abandoned orders If a user starts filling the form, but does not submit it, it will be displayed in the Abandoned status. These orders will be displayed only in the Neartail Orders page and it will not be included in Reports. Abandoned orders will have * prefixed to the order number in the Neartail Orders page. Submitted orders 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. These submitted orders will be recorded in Neartail and Google Forms. You can sync Google Forms responses to Google Sheets. Submitted orders will have # prefixed to the order number in the Neartail Orders page. The order numbers should be in sequential order. Trash orders You can move redundant orders to Trash. Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, you can drag and drop (place the cursor on the profile image/default icon to drag) orders to the Trash status or click on an order to view the details, select the Trash status from the dropdown list for the Move to option and click Submit. Delete orders The orders in Abandoned and Trash status will not be included in the Neartail Reports. You can enable the Privacy option to delete the orders in 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 orders in Abandoned and Trash status will be automatically deleted after 7 days. Please note that the Abandoned status will be hidden when the Privacy option is enabled.
Can I remove or edit my name at the bottom of my form? "Created by_______"
Hi James, You can customize the footer, header, theme, logo, but please note that this is common for all the forms you create using your account. Customize header, footer, theme Login to Formfacade. Click on the form to open it. Edit page will be displayed. Click Preview. In the Preview page, theme settings will be displayed in the right pane. Click Page. Enter the required text in the Business name (header / account name), Footer option (replaces "This site belongs to...") and click Save. You can upload your logo (square image 1:1 aspect ratio) to replace the default profile picture in the footer.
Hello, I am getting two errors on my form, when fully submitted, here are two screenshots: 1. Right at submit: https://prnt.sc/C9idKb4uTbtI 2. Another error note, which also happens on submit: https://prnt.sc/d2hkzBekDrAv Thank you!
Submit failed: Not able to update in google forms https://prnt.sc/C9idKb4uTbtI When the user submits the form, the response is recorded in Formfacade and Google Forms. If there are any issues with submitting the form or recording the responses in Google Forms, we show an error message to the user and also send a notification email to the form creator. The submit can fail because there is an issue with the form, internet connectivity issue etc. The notification email will include the error message, draft id, link to the response (abandoned or submitted). If the draft id is prefixed with the *, it indicates that the response has not been submitted. If it is prefixed with a #, it indicates that the response has been submitted. If the error for response shows "Not able to update this response in Google Forms", then this indicates that the submit was successful and the response was recorded in Formfacade, but it was not updated in Google Forms. Google Forms might reject the responses if it fails any response validations (incorrect answers, missing answers for required questions) or if you have enabled any of the features that require signin such as limit to 1 response, collect email address - verified input, send response receipts, response too large etc. You might have also noticed that sometimes Google Forms throws a "Something went wrong" error without giving any additional details. Request entity too large error https://prnt.sc/d2hkzBekDrAv You have added 28 paragraph questions in your form. When the user fills the answer for these paragraph questions along with other required questions in the form, the resulting response exceeds the size limit supported by google forms. That's why you are getting the entity too large error. To fix this, you can add a response validation for these paragraph questions to restrict the max characters or you can enable the option to not record the responses in google forms. Login to Formfacade > click on the form to open it > Edit page will be displayed > In the Formfacade Edit page, click on the form title to select it > click on the settings gear icon > Form settings page will be displayed > click Advanced > enable the toggle button for "Don't submit to google forms" and click Save. When this option is enabled, the responses will be recorded only in Formfacade.