Creating a custom payment form allows you to collect additional information from customers during checkout. Here's how to set it up and use it effectively:

Enable Custom Payment Form

1. Navigate to the Payment panel
2. Click Additional Fields
3. Check "Activate custom payment form"
4. Select "Edit custom payment form"

Setting Up Your Form

1. Replace the default form name with your desired title
2. Add fields by clicking "Add a field to the form"
3. For each field:
   • Set a clear title
   • Add helpful descriptions or instructions
   • Mark as "Required" if necessary
4. Click "Done" after creating each field
5. Use "Edit" to modify existing fields
6. Save to publish changes

Form Placement

• Regular checkout: Appears below Shipping field
• Digital products: Displays under Email field
• Apple Pay: Shows on order summary page in accordion menu
• Note: Not visible for in-person sales

Common Use Cases:

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

Viewing Form Submissions

Access submitted forms through:

• Order details panel
• Email notifications
• Order export CSV files

Tips for Effective Forms:

• Keep questions clear and concise
• Only ask for essential information
• Group related fields together
• Include helpful instructions when needed
• Test the form by placing a sample order

Remember: Your form must include at least one field, and some field types (like file uploads) aren't available for payment forms.

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