Create Custom Payment Form: Step-by-Step Guide for Online Checkout

Create Custom Payment Form: Step-by-Step Guide for Online Checkout

By Michael Thompson

November 24, 2024 at 05:55 PM

A custom payment form lets you gather extra customer information during checkout, such as gift messages, delivery instructions, or feedback. Follow these steps to create one:

Enable the Form:

  1. Navigate to Payment Area panel
  2. Click Additional Fields
  3. Check Enable Custom Payment Form
  4. Click Edit Custom Payment Form

Create Your Form:

  1. Replace the placeholder Form Name with your desired title
  2. Click Add Field to Form
  3. Edit each field's properties:
    • Add title and description
    • Mark as required if needed
    • Click Done after each field
  4. Remove placeholder fields using the trash icon
  5. Click Save to publish changes

Form with input fields

Form with input fields

Required checkbox

Required checkbox

Form Location:

  • Appears below Shipping field (physical products)
  • Shows below Email field (digital/service products)
  • Available in accordion menu for Apple Pay users
  • Not visible for in-person sales

Gift message field

Gift message field

View Submissions:

  • Order details panel
  • Email notifications
  • Exported order CSV files

Common Uses:

  • Gift messages
  • Delivery instructions
  • Recommendation surveys
  • Terms of Use acceptance
  • Customer feedback

Note: Some field types, like file uploads, are not available in the custom payment form. Test your form by placing a sample order to ensure it appears correctly.

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