GoHighLevel Manual Payment Guide for Forms and Surveys

If you manage clients or projects in ClickUp and use GoHighLevel to capture leads and sales, manual payment support for forms and surveys lets you record offline or delayed payments without breaking your existing workflows. This feature is ideal when customers pay outside the normal online checkout flow but you still want accurate tracking and reporting in your CRM.

This step-by-step guide shows you how to view, edit, and complete manual payments for any form or survey submission inside your account.

What Are Manual Payments in GoHighLevel?

Manual payments in GoHighLevel are submissions from forms or surveys where the payment method is set to record an order without instantly processing a card transaction. You can later confirm, update, or cancel these payments once the client pays via cash, bank transfer, check, or another offline method.

Key points about manual payments:

• They are connected to specific form or survey submissions.
• They do not automatically charge a card.
• You can manually update payment status when funds are received.
• They show up in the same place as regular online orders for easy tracking.

Accessing Manual Payments in GoHighLevel

To manage manual payments for any form or survey submission, you first need to open the submissions area in your account.

Step 1: Open Sites in GoHighLevel

1. Log in to your GoHighLevel account.
2. From the left-hand navigation menu, click Sites.

This section is where you manage funnels, websites, forms, and surveys.

Step 2: Go to Forms or Surveys

1. Inside Sites, click on Forms or Surveys, depending on which asset you are using to collect orders.
2. Locate the specific form or survey that is configured with manual payment support.

Step 3: Open Submission List

1. Next to the chosen form or survey, look for an option to view Submissions.
2. Click to open the full list of responses associated with that form or survey.

This submissions list includes both regular and manual payment entries, allowing you to see all related activity in one place.

Identifying Manual Payment Submissions in GoHighLevel

Once you are viewing the submission list, you can easily find which items are linked to manual payments.

For every submission:

• Look for an associated Order or payment entry.
• Manual payment submissions will display a status indicating that the payment is not yet fully processed or confirmed.
• You can click on a specific submission to open its detailed payment information.

This insight helps you quickly determine which customers still need to complete their offline payment and which orders require updates.

Editing a Manual Payment in GoHighLevel

After you have identified a submission that uses manual payment, you can adjust the payment information when the customer pays via an external method.

Step 4: Open the Submission Details

1. In the submissions list, click on the specific entry you want to manage.
2. A detail panel or page opens, showing submission data and payment information.

Here, you will see the current status of the manual payment along with any order-related fields.

Step 5: Update Payment Status

When the client completes payment offline, you can manually update the order to reflect the correct status.

1. Locate the manual payment or order section inside the submission.
2. Update the Status field to match the real payment situation (for example, Paid, Completed, or similar).
3. If available, add notes to record how and when the payment was received (such as bank transfer details or cash receipt ID).

These updates ensure your sales and revenue reports remain accurate even when transactions are handled outside automated online processing.

Step 6: Save Your Changes

1. After editing the manual payment fields, click Save or Update (depending on your interface options).
2. Confirm that the new payment status is visible in the submission and in your orders or reporting area.

From this point forward, the manual payment will be treated like a completed order for tracking and analytics inside your GoHighLevel account.

Best Practices for Using Manual Payments in GoHighLevel

Using manual payments strategically keeps your data consistent while accommodating offline and alternative payment methods.

• Standardize your statuses: Decide on a simple set of payment statuses (such as Pending, Paid, Failed) so your team can understand the state of each order at a glance.
• Add internal notes: Whenever you change a manual payment, add a short note describing the payment method and reference number.
• Train your team: Make sure anyone handling offline invoices knows how to open submissions and update manual payments.
• Review reports regularly: Periodically check manual payment submissions to ensure none remain in an incorrect status.

Troubleshooting Manual Payments in GoHighLevel

If you encounter issues working with manual payments, use the following checks:

• Cannot find the submission: Confirm you are in the correct form or survey and that you are looking at the right date range.
• Payment status not updating: Make sure you saved changes after editing the order details.
• Order not visible: Check that the form or survey was correctly set up to create an order at the time of submission.

For detailed, official technical references on manual payment support for forms and surveys, review the original product documentation at this GoHighLevel manual payment article.

Integrating Manual Payments Into Your Workflow

To make the most of this feature, integrate manual payment handling into your existing sales, billing, and fulfillment workflows.

• Use automations to notify team members when a new manual payment submission is created.
• Tag contacts based on payment status so your team knows who has fully paid and who is still pending.
• Connect your follow-up sequences to payment status changes, so only paid customers receive access links or product delivery messages.

Get Expert Help Optimizing GoHighLevel

Manual payments are just one part of building a reliable revenue system. If you want expert help setting up advanced workflows, funnels, and reporting around your GoHighLevel implementation, you can explore professional consulting resources at Consultevo.

By correctly configuring and managing manual payments for forms and surveys, you ensure that every order—online or offline—is captured, tracked, and reported consistently across your entire GoHighLevel environment.

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