Custom Fields

The merchant console allows you to create custom fields to add in your customers’ recurring billing profiles. To access your custom fields settings, click on ‘Settings’ from your side menu bar then select ‘Custom Fields’ from the drop down menu.

Overview

Your Custom Fields, as shown in the image above, is arranged by the date (oldest to newest).

Add A Custom Field

To add a custom field, enter the name of the custom field on the open search field.

Once you enter the name of the custom field, click Overview. The new custom field will automatically be added on your list.

Please Note: The custom field will automatically be available in your ‘Custom Fields’ tab when adding a new customer or editing a customer’s information.

Overview

Make A Custom Field Searchable

To make a custom field searchable, switch the Overview button to Overview. See image below.

Please Note: If a custom field is searchable, you should be able to search it anywhere from an open search field in your merchant console.

Overview

Overview

Rename A Custom Field

To rename a custom field, right click on the custom field you want to edit on your list then select ‘Edit’ as shown in the image below.

Overview

Please Note: You can also rename a custom field by simply clicking on it. Both methods will give you the same result.

Enter the new name of the custom field then click the Overview button to save it.

Delete A Custom Field

To delete a custom field from your list, right click on that field then select ‘Delete’. See image below.

Overview

A confirmation pop up window will appear. To confirm the deletion, click Overview.

Overview

 

For inquiries contact us at (720) 277-0648