Custom Payment Methods are key for many larger organizations because it allows for the creation of additional fields, some of which can also be made required, to support internal naming and tracking. Our experience is that the more we can match existing purchasing workflows, the more successful the software can scale in an organization.

Adding a Custom Payment Method

1. Go to Service Panel > Settings > Payment Method.

2. Choose Add Payment Method.

3. Select Custom.

4. Add the Displayed Name as will be shown in the basket.

5. The Description will as text during the checkout process.

6. Click Save.

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Creating Additional Input Fields

The main benefit for custom payment methods is adding fields to collect additional billing information like department numbers.

1. While editing the Custom Payment Method

2. Choose Add Field.

3. Write the Field Label as it should display in the platform

4. Choose if it is a Required Field

5. Click Save.

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Custom Dropdown Fields

Additionally, Custom Dropdown Fields can be configured via the admin panel

Visit Custom Script Payment Method to learn how to configure them.