How to Add Delivery Instructions to Your Payment Forms: A Setup Guide

How to Add Delivery Instructions to Your Payment Forms: A Setup Guide

By Michael Turner

February 5, 2025 at 12:34 PM

Collect delivery instructions from customers during checkout by adding a custom payment form. This ensures seamless delivery and improves customer satisfaction.

To set up delivery instructions:

  1. Create a custom payment form
  2. Name it "Delivery Instructions"
  3. Add relevant form fields such as:
    • Date for preferred delivery time
    • Select field for delivery preferences
    • Phone number for contact purposes
    • Text area for specific instructions

Custom payment form builder

Custom payment form builder

The form will appear during checkout for all shipping methods:

Gray arrow pointing right

Gray arrow pointing right

Important Notes:

  • The same form displays for all shipping options
  • Customize fields based on your delivery needs
  • Keep instructions clear and concise
  • Consider both local delivery and shipping requirements

This feature helps prevent delivery issues and ensures customers receive their orders according to their preferences.

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