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Why isn't my payment showing up on my bank account?
Hi Beronica, If you enabled Stripe payments in your form, the payments from your users will be made to your bank account setup in Stripe. You can refer to the Stripe help article for payout schedules (see link below). Stripe transactions and payouts 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. 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. Payout schedules https://support.stripe.com/questions/common-questions-about-payout-schedules
error in delivery calculation, the logic I require is order $75 and above to have FREE delivery else a $12 delivery fee will be charged. however the cart shows weird numbers like delivery $12 X 12 however the
Please make the following changes to fix the issues with delivery calculation. [1] If you add any dollar amount in the description for a question, it will be used in the amount calculation. Since you have added "Free delivery for orders above $75, else a $12 delivery fee will apply" in the description, this question is being considered as a product with a price of $12 and used in the amount calculation. To fix this, you can remove the dollar amounts in the description or, if it is a must, then you can use the currency code or words instead of the $ currency symbol. For example, "Free delivery for orders above 75 dollars, else a 12 dollar delivery fee will apply". Login to Neartail > click on the form to open it > Edit page will be displayed > In the Neartail Edit page, click on the "Select Delivery Option" question to select it > click on the description and update it to "Free delivery for orders above 75 dollars, else a 12 dollar delivery fee will apply" > I'd recommend you to change the question title to "Delivery Fee" instead of using "Select Delivery Option" [2] The delivery fee is based on the order amount. So, the delivery fee question must be added after the order amount question. You must rearrange these two fields in the form. In the Neartail Edit page, click on the "Delivery Fee" question to select it > click on the settings gear icon for this question > Question settings page will be displayed > click on the rearrange questions icon next to the Save button in the bottom right corner > drag and drop this delivery fee question below the order amount question. [3] You must add the order amount and delivery fee to calculate the total amount. In the Neartail Edit page, click on the Add price field icon > select Net amount, click Next > select Standard calculation using NETTOTAL() formula, click Next > click Create. Please try this and confirm.
I am setting up the order form, bakery style, and when I choose variation. It started out giving me the variation option and now it isn't.
Hi Joshua, when you add a product, you can select the Sold by Variant product type to setup items that come in different sizes, flavours etc. Add product with variants Login to Neartail > click on the form to open it > Edit page will be displayed > In the Neartail Edit page, click on the Add product icon > enter the product title, select "Sold by Variant" for the product type > enter the variants, price to setup the product. Please refer to the example in the attached screenshot. Your form has two products with variants -- Sourdough Chocolate and Sourdough Cinnamon. If you are facing any issues with these products, please share the relevant details and we will check it.
Trying to add payment option Venmo to the form but when you click on it, it takes you to Paypal and not Venmo
Hi Amanda, the setup for both PayPal and Venmo automated payments is done through PayPal, as Venmo is a service provided by PayPal. To enable automated Venmo payments, you need to connect your PayPal Business account. Enable Venmo Payments Login to Neartail > click on the form to open it > Edit page will be displayed > In the Neartail Edit page, click on the settings gear icon for the submit (Place order) section > 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 Venmo option listed under Automated payments > You will be redirected to connect your PayPal Business account. Follow the prompts to complete the setup and click Save. Note: Reference Transactions option must be disabled for automated Venmo payments. Instructions below. Log in to PayPal: Go to the PayPal website and log in to your account > Go to the Account Settings: Click on the gear icon (Settings) at the top right corner of the page. > Access Payments Settings: In the Settings menu, go to the “Payments” tab. > Manage Pre-approved Payments: Click on “Manage pre-approved payments.” > Find Reference Transactions: Look for the section related to Reference Transactions or recurring payments. > Disable Reference Transactions. Once you have connected your PayPal Business account, users will be able to make payments via Venmo. The payments will be processed through PayPal, and you will be able to see the transactions in your PayPal account.
Hi there, at the moment when a customer submits and order and pays through Stripe, I have to log into Stripe and manually 'capture' the payment. Can you please tell me how I go about updating my form so it chargers customers on the spot when they place the order? thank you
HI Sarah, If you would like to collect payments immediately when the user submits the form, then login to Neartail > click on the form to open it > Edit page will be displayed > In the Edit page, click on the settings gear for the Place order (submit) section > Button settings page will be displayed > select Disable for the "Pay on approval with hold payment" option and click Save.
Why doesn't our email teatteritilaukset@italomedter.fi work? It use to, but now it isn't sending any of the orders to that email. This is the second time i ask this question and i need help (and that email to work)ASAP. Thank you
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 > check the Additional details section. Does it display the email address for the Email collaborators? Please check. - By default, it will display the configure link that indicates that the emails have not been set up. - If the emails are configured and sent successfully, email addresses will be displayed. - Otherwise, it will display the error message or 📫 icon next to the email to indicate that the email was not delivered.
Want to know what is the cheapest monthly price
Hi Sarah, The pricing depends on the product / features you need. If you just need to create an order form with amount calculations and collect payments, you can subscribe to the Neartail order forms paid plan. Neartail order form pricing https://neartail.com/google-order-forms/pricing.html If you need to create custom workflow to manage orders, send email notifications for custom status, take offline orders using POS, create website and more, you can subscribe to the Neartail enable paid plans. Neartail Enable pricing https://neartail.com/enable/pricing.html
Exporting an order summary
Hi Charlene, you can export the orders to google sheets. There are two options. 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. Print orders If you just need to print the orders, then there are two options: Print individual orders If you would like to print the 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.
Users keep submitting and the form is failing.
Hi - Are you getting any error messages when you submit the form? Could you please share the screenshot of this error. Also, if there are any issues with form submit, Neartail automatically sends a notification email to the form creator (check your registered email). The notification email will include the error message, draft id, link to the response (abandoned or submitted). Please forward this email to support@neartail.com.
Trying to get this form to add up the total sum but it isnt working.
Hi Ambria, You have added the SUM() formula in the Calculate option for the Score question. If you would like to calculate the total score based on the points assigned for different answer choices, then you must use the POINTS() formula. Login to Formfacade > click on the form to open it > Edit page will be displayed > In the Formfacade Edit page, click on the Score question to select it > click on the settings gear icon for this question > Question settings page will be displayed > click Answer > delete the SUM() formula and add the POINTS() formula in the Calculate option and click Save.
I am wanting the payment to be made on the actual order form page not linked to another page. Please show me how to add cart and checkout to the page. thanks
Hi Fiona, We have integrated with Stripe (Card, 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, cash on delivery, bank transfer, check. When you enable the payments in your form, the payment page will be displayed when the user submits the form. They can choose form the payment options you have enabled to make the payment and place their order. Please note that the payment page is part of the same order form. 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 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. You can configure the preferred payment options and click Save. 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. Automated payments When this option is enabled, users will be able to submit the order only if the payment is successful. Please note Stripe, Paypal 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".
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.
Does this add-on allow a Google Form to be embedded into a website if the file upload feature is part of the form?
Yes, you can use the Formfacade addon to embed a google form with file upload on your website. Google Forms file upload requires login. You must customize your google form using the Formfacade addon to convert this into a html file upload to allow users to upload files without login. You can subscribe to the Formfacade - Embed paid plan. This plan is suitable for occasional light use cases that require collecting files. You get a 10mb max size per file with a total file storage of 1gb. Only the form owner can access the files one at a time after they login with their google account. Formfacade - Embed https://formfacade.com/embed/pricing.html If your requirement is to collect large files and collaborate with your team, you should also subscribe to the file upload plan 10gb, 100gb or 1tb. You can increase the max file size to up to 1gb per file (depends on the plan), the number of files per file upload question, restrict file types, enable unlisted links to allow anyone to access the files, add collaborators to provide access to specific users and use our addon to sync the uploaded files to your google drive. Formfacade - File upload https://formfacade.com/file-upload/pricing.html Convert to html file upload + Sync to drive https://formfacade.com/file-upload/google-forms-file-upload-sync-to-google-drive.html