Create a Custom Text Field for an Invoice

You can create a custom text field to display to your customers or merchants on your invoice checkout page. This text field enables users to enter information in the text field, or read a custom message. For example, you can give your customers the option to enter any specifications for their order in the text field. Follow these steps to create a custom text field using the
Business Center
.
  1. On the left navigation panel, navigate to
    Invoicing > Manage Invoices
    .
  2. Click the
    Custom Fields
     tab.
    The Custom Fields options displays.
  3. Click
    Text field
    .
  4. Enter this information in the fields:
    Text Field Information
    Field Name
    Description
    Label
    The title of the new custom text field.
    Min character limit
    The minimum amount of characters the customer or merchant must enter in the text field.
    Max character limit
    The maximum amount of characters the customer or merchant must enter in the text field.
    Default text
    The text that displays by default in the text field.
  5. Click the
    Customer visible
     checkbox to enable the text field to be viewable by the customer.
    If clicked, you can click the
    Customer Read Only
     checkbox to not allow the customer to enter any text in the text field. Choose this option if you want to display a message to the customer.
  6. Click
    Add Field
     when done.

RESULT

The new custom text field is now listed under the Custom Fields tab and its corresponding drop-down menu appears in the invoice preview.