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How to add mandatory fields to your payment form

Require customers to complete specific fields before placing an order.


This article explains how to make fields mandatory in a payment form.

Use it when you need to collect specific customer information during checkout, such as postal address, postcode, phone number, or other personal details.


Step-by-Step: Make Fields Mandatory in Payment Form

1. Access Payment Form Settings

  • Go to SalesOffers

  • In the Forms tab, select the payment form you wish to configure.

  • Open the Settings tab, then open the Fields sub-tab.


2. Activate 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 activated field, check the Required checkbox to make it mandatory.


3. Save Your Changes

  • Once you're done, click Next step (bottom right) to save and apply your changes.

Once saved, all active fields marked as required must be completed before customers can place their order.

Where to view customer information

After the purchase is completed, the required information provided by the customer is available in the corresponding transaction details page.

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