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.