Customize your checkout experience by collecting additional customer information through a custom payment form. This feature allows you to gather gift messages, delivery instructions, comments, or terms of service acceptance during the payment process.

Setting Up Your Custom Payment Form:

1. Access the Payment Panel

• Navigate to Additional fields
• Check "Activate custom payment form"
• Click "Edit custom payment form"

2. Create Your Form

• Enter a descriptive form name (e.g., "Gift Message" or "Delivery Instructions")
• Add form fields as needed
• Customize each field with:
  • Title
  • Description or instructions
  • Required/optional status
• Remove sample content using the trash icon
• Click Save to publish

Form Display and Location:

• Appears below shipping information on payment page
• Shows in email field for digital products/services
• Not visible for in-person sales

Common Use Cases:

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

Accessing Submitted Forms:

• View in Order details panel
• Check email notifications
• Export in orders .csv file

For optimal results, test your form by placing a sample order before making it live. The form requires at least one field and supports various field types, excluding file uploads.

Note: Custom payment forms enhance customer experience while providing valuable information for order fulfillment and customer service.

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