Custom payment forms help gather valuable customer information during checkout. Here's how to set one up:

Enable the Form:

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

Create Your Form:

1. Replace placeholder text with your form name (e.g., "Gift Message")
2. Click "Add field to the form" for each new field
3. For each field:
   • Edit the title
   • Add description/instructions
   • Check "Required" if mandatory
   • Click "Done"
4. Click "Save" to publish changes

Form Location:

• Appears below Shipping field on payment page
• For digital products, displays under Email field
• Shows as separate section with form name as title
• Visible on order summary page for Apple Pay users

View Form Submissions:

• Order details panel
• Email notifications
• Exported .csv order files

Popular Uses:

• Gift messages
• Delivery instructions
• Terms acceptance
• Customer surveys
• Special requests

Note: Custom payment forms don't appear for in-person sales.

For Apple Pay users:

• Form appears on order summary page
• Optional fields collapse into accordion menu
• Fields can be expanded before payment

Test your form by running a test order to ensure proper display and functionality.

This feature helps customize the checkout experience while collecting essential information from customers efficiently.

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