Adding Custom Fields
Add custom fields in Biller Genie to communicate important information to your customers.
Custom fields are visible on any page where payment is taken. It allows you to have additional information displayed whenever a payment is made by either yourself or your customer.
Step 1: Open the settings
Go to Add-Ons > Custom Fields.
If Custom Fields is not present, you can add the feature under Add-Ons Marketplace
Step 2: Click Add a Custom Field
Step 3: Fill out the Custom Field Details
Name, Type, and Is Requiredinformation
Note: There are three "types" of customer fields
- Text is a text field of additional information.
- Checkbox is a single select item
- Select is Similar to a checkbox but is a customized multi-select
Step 4: Set requirements
You can choose to make an input for these fields required or disabled.
Step 5: Click Create Custom Field
This is how the custom fields appear on the Hosted Payment Page.
Need to make an update to an existing Custom Field?
In this example, we'll set a custom field to be required going forward
Step 1: Go to Tools > Custom Fields
Step 2: Click the ID number
Step 3: Click Edit
Step 4: Switch Is Required to Yes
Step 5: Click Edit to save
Now any payments made on the account will require this custom field to be filled out.