Creating Custom Payment Request Fields

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  1. In the sidebar, click Requests under Payments.
  2. Click More Actions > Custom Fields.
  3. Click Create a Custom Field.
    • RESULT: The New Custom Field window opens.
  4. Enter the custom field name and description.
  5. Select the custom field type from the drop-down menu.
    Custom Field Type Description
    Text

    The user enters text.

    Picklist Enter multiple items for the user to choose from. 
    Unique ID The user must enter a unique value not already in use. Otherwise, they will see an error.
  6. Click Save Changes.

RESULT: Users can add the custom field to their payment requests. Refer to Configuring Payment Requests for more information.

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