You can require customers to enter specific information—such as their postal address, postal code, phone number, or other personal details—before completing their purchase. This ensures that you collect all necessary information during the checkout process.
Step-by-Step: Make Fields Mandatory in the Payment Form
1. Access Payment Form Settings
Navigate to Sales → Offers
In the Forms tab, select the payment form you wish to configure.
Open the Settings tab, then open the Fields sub-tab.
2. Enable and Configure Required Fields
Locate the fields that match the information you want to collect from your leads or customers.
Check the Activate checkbox next to each field you want to include in your form.
Then, for each field, check the Required checkbox to make it mandatory.
3. Save Your Changes
Click Next step (bottom right) to save and apply your changes.
Once saved, any field marked as required must be completed before customers can place their order.
Where to View Customer Information
After the purchase is completed, all required information provided by the customer will be available in the corresponding transaction details page.