Creating and Managing IntelliForms

This document provides a comprehensive guide on how to create and manage IntelliForms using Cashfree's platform. IntelliForms offer a no-code solution to collect personalized payments by sharing a single link. Customers can easily identify themselves through unique IDs, such as a student ID, and view their specific amount due. The process is simple, requires clean data, and ensures faster collection by eliminating the need for individual link generation. Additional features include OTP verification and customizable late fee and discount rules.

Step 1

Begin by watching the introductory video on cash-free IntelliForms. This walkthrough demonstrates how to effectively collect personalized payments from known customers using a shared link. Customers identify themselves with a unique ID to view their specific payment due.

Step 2

To create a new IntelliForm, first log into your Cashfree merchant dashboard using your registered credentials. This step helps ensure secure access to your account.

Step 3

Navigate to the payment form section within the dashboard.

Step 4

In the sidebar, select "IntelliForms" and then click on "Create a New IntelliForm." Fill in the form details as required to tailor it to your specific needs.

Step 5

Start by completing the form description; for example, "College Fees." Enter a unique, personalized URL to help customers recognize the form's origin. Set the form's validity date to ensure it is only accessible within a specified timeframe.

Step 6

Optionally, provide a redirect URL to guide customers to a completion page once payment is confirmed. Next, input a unique identifier field, such as a USN, to identify customers on the first page of the IntelliForm.

Step 7

Input personal details about the customer for the second page of the IntelliForm, such as their email address.

Step 8

Additionally, input their mobile number.

Step 9

Specify a row identifier to uniquely identify each customer, such as using their email address in this example. Continue by detailing the specific payment requirements.

Step 10

Identify the payment details that need collection, such as "Semester Three College Fees," and specify the minimum required amount.

Step 11

Enable partial fee collection if applicable. After reviewing, save the payment details and proceed. Specify the details the customer needs to provide when making the payment.

Step 12

Include details such as the student's name and department.

Step 13

Specify the semester the student is currently enrolled in. Proceed to configure late fees, which add charges if payment is late. Toggle the option and set the title, start date, and other specifics for the late fees.

Step 14

Specify the end date and choose the late fee type, whether a flat fee, per day amount, or per day percentage. For instance, a late fee of one hundred per day can be set.

Step 15

Finalize the late fees and explore the option to offer customer discounts. Enable email and SMS reminders to prompt timely payments. Consider OTP validation, requiring users to verify through their mobile number and email.

Step 16

Activate the OTP validation option as needed. Review the IntelliForm summary, which outlines each field and the input requirements. Once satisfied, continue to complete the IntelliForm creation process.