Creating 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.
Now, click on Actions
in the top right-hand corner of the screen, and select Edit in Invoice Designer
.
You can now select Custom Fields
from the Content Menu.
Once you are on the
Custom Fields
page, toggle the radio button to On
for Allow Custom Fields and click the Add New Field
button.
To add a new Custom Field, click on
Add New Field
.
You 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 for Payment Pages
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.
To begin creating the
Custom Fields
, select the Custom Fields
option from the Payment Page menu on the right-hand side of your screen.
You 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.
You 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.
Click
Save
to apply your changes or Clear
to remove your selections.