A custom payment form enhances your checkout process by collecting additional customer information. This feature helps gather important details like gift messages, delivery instructions, or customer preferences.

Setting Up Your Custom Payment Form:

1. Activate the Form

• Navigate to the Payment panel
• Click Additional Fields
• Check "Activate Custom Payment Form"
• Select "Edit Custom Payment Form"

2. Customize Your Form

• Name your form (e.g., "Gift Message" or "Delivery Instructions")
• Add fields through the "Add Field to Form" button
• Edit field titles and descriptions
• Mark important fields as "Required"
• Save changes to publish

Form Display and Functionality:

• Appears below shipping details (or email field for digital products)
• Shows as a separate section during checkout
• Compatible with Apple Pay (appears in order summary)
• Not available for in-person sales

Common Use Cases:

• Gift messages
• Delivery instructions
• Referral surveys
• Terms of service acceptance

Tracking Form Submissions:

• View in Order Details panel
• Check email notifications
• Access through order .csv exports

Tips for Success:

• Include clear field descriptions
• Keep forms concise
• Test the checkout process
• Review submissions regularly

Remember: At least one field is required in your custom payment form. Regularly review and update your form based on customer feedback and business needs.

This feature helps streamline your checkout process while gathering valuable customer information that can improve service and delivery accuracy.

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