Creating Custom Fields for Payment Pages
    • 09 Apr 2023
    • 1 Minute to read

    Creating Custom Fields for Payment Pages

    Article summary

    Custom Fields for Payment Pages

    Configuring Custom Field Settings

    Before you can add a custom field to a payment page, you need to ensure you have turned on the Custom Fields options under Invoicing and Invoice Theme Designer.

    To access these settings, you can select the payment page you want to edit, then click on Custom Fields under the Payment Page menu.
    custom fieldsNow, click on Actions in the top right-hand corner of the screen, and select Edit in Invoice Designer.edit in invoice designer
    You can now select Custom Fields from the Content Menu.
    custom fieldsOnce you are on the Custom Fields page, toggle the radio button to On for Allow Custom Fields and click the Add New Field button.custom fieldsTo add a new Custom Field, click on Add New Field.add field titleYou can now enter the details for your new custom field.
    Add Field Title: Type in the name for your field
    Required: Toggle the radio buttons On or Off to specify if this is a required field or not
    Field Type: Use the drop-down menu under Field Type to select if you want your custom field to be a textbox, dropdown, checkbox, or radio button
    Default Value or Values: These options will appear based on the Field Type you selected in the step above

    Click on Create Custom Field to save your changes and create the field. You will now see the field displayed under Custom Fields on the Invoice Theme Designer.

    Creating Custom Fields

    Once you have turned on your custom field settings and created the fields under the Invoice Theme Designer, you can add it to a payment page by clicking on Payment Pages and Payment Page List to view a list of your available payment pages.

    Next, select the payment page that you want to create a custom field for by clicking on the page.creating custom fields in hosted payment pagesTo begin creating the Custom Fields, select the Custom Fields option from the Payment Page menu on the right-hand side of your screen.custom fieldsYou will now see a list of the Custom Fields you created under Settings, Merchandising and Invoicing and Invoice Settings. If you would like to create a new custom field, view the steps in the section above.display nameYou can determine the settings for your different custom options by checking the boxes next to each option to determine if the option will show on your page, is editable by customers, and to set it as a required field or not.cancel and save buttonsClick Save to apply your changes or Clear to remove your selections.

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