Adding Custom Input Fields to your Invoices

Custom Input Fields are part of our advanced customization add-on, allowing merchants to add optional or required fields for customers or staff that help to organize payment data better.

Steps to add Custom Input Fields:

1. Log in to Stax Payments.
2. Select Settings from the bottom of the menu on the left side of the screen.
3. Select Invoice Settings from the menu bar at the top of the page.
4. Scroll down to the section titled Invoice Custom Fields.
5. Fill in these fields with your desired information.
6. To add more than one Custom Field, click + Add Custom Field and repeat step 4.
7. If you'd like to make a field required, toggle the Required option.
8. Once all fields are completed as desired, click Save Custom Fields.

Custom Field Options:

You have four fields to edit for customizing the information you’re requesting or requiring:

• Customer Field Label: The name of the custom field displayed to your customers.
• Customer Placeholder: Faint text in the entry box to guide users before they enter text.
• Merchant Field Label: Displayed on the New Payment or Invoice page and later appears with the message shown to customers.
• Merchant Default Value: The default message will populate on the New Payment or Invoice page. If unchanged, it will appear on the customer's invoice.