How to Create and Use Custom Payment Forms in Your Checkout Process

How to Create and Use Custom Payment Forms in Your Checkout Process

By Michael Turner

November 24, 2024 at 05:55 PM

Collect valuable customer information during checkout with a custom payment form. This feature allows you to gather gift messages, delivery instructions, comments, and terms acceptance.

To create your custom payment form:

Step 1: Enable the Form

  • Navigate to Payment Area panel
  • Click Additional fields
  • Check Enable Custom Payment Form
  • Select Edit Custom Payment Form

Step 2: Configure Form Fields

  • Enter a descriptive form name (e.g., "Gift Message" or "Delivery Instructions")
  • Click Add field to form
  • Customize field titles and descriptions
  • Mark fields as Required if needed

Form with input fields

Form with input fields

Required checkbox

Required checkbox

Form Location and Display:

  • Appears below Shipping field (or Email field for digital products)
  • Visible during normal checkout process
  • Not shown for in-person sales
  • For Apple Pay users, appears on order summary page with collapsible fields

Gift message field

Gift message field

Common Use Cases:

  • Gift messages
  • Delivery instructions
  • Recommendation surveys
  • Terms acceptance

Accessing Form Submissions:

  • View in Order details panel
  • Included in order notification emails
  • Available in CSV order exports

Test your form by running a test order to ensure proper display and functionality. Remember to save all changes before publishing.

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