Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a ticket.
We’ll get back to you as soon as possible.

  • Submit a Ticket
  • Home
  • Payments
  • Transactions

Adding Custom Fields

Written by Thomas Aronica

Updated at May 16th, 2023

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Integrations
    AccountingSuite QuickBooks Online QuickBooks Desktop Theramanager Xero
  • Invoices
    Managing Invoices Parent & Sub Customer Customers
  • Features
    Customer Portal Dashboard Invoice Messenger Late Fees Paper Mail Payment Plans Reminders Technology Fees Frequently Asked Questions Automatic Batch Reconciliation Getting Started
  • Payments
    ACH Schedules & Recurring Billing Stored Cards Transactions Deposits Credit Card Processing
  • Reports
    Email Reminders Customer Sync History
  • Settings
    Branding Customer Settings General Settings User Accounts Billing
+ More

Table of Contents

You can add custom fields in Biller Genie to your payment pages for your customers. Step 1 Step 2 Step 3 Step 4 Step 5 If you want to make it required that your custom fields be filled out every time a payment is made, you can do the following: Step 1 Step 2 Step 3 Step 4 Step 5

You can add custom fields in Biller Genie to your payment pages for your customers.

These fields get added to any page where payment is taken. It allows you to have additional information provided whenever a transaction is run by either yourself or your customer.

Step 1

Go to Add-Ons > Custom Fields.

If Custom Fields is not present, you can add the feature under Add-Ons Marketplace

 

Step 2

Click the Add a Custom Field button

Step 3

Fill out the Custom Field Details (Name, Type, and Is Required)

Note: There are three "types" of customer fields

  • Text is a text field of additional informatio.
  • Checkbox is a single select item
  • Select is Similar to a checkbox but is a customized multi-select
 

Step 4

You can choose to make an input for these fields required or disabled.

Step 5

Click Create Custom Field

This is how the custom fields appear on the Hosted Payment Page.

If you want to make it required that your custom fields be filled out every time a payment is made, you can do the following:

Step 1

Go to Tools > Custom Fields

Step 2

Click the Id of the custom field you want to make required

Step 3

Click Edit

Step 4

Switch Is Required to Yes

Step 5

Click Edit to Save

Now any payments made on the account will require this custom field to be filled out.

add fields customize fields

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • Bulk Pay
  • Partial Payments inside Customer Portal
logo

Headquarters

3550 Biscyane Bivd
Suite 704
Miami, FL 33137

Software

  • Features
  • Integrations

Learning

  • Help Center
  • FAQ
  • Blog
  • Schedule a Demo

About Us

  • Contact Us
  • Our Story
  • Team
  • News
  • Careers

My Account

  • Login
  • Register
  • Submit a Ticket

Partners

  • Accountants/Bookkeepers
  • Financial Institutions
  • Franchises
  • Payment Providers
©2022 Biller Genie®. All Rights Reserved. Merchant License | Terms of Use | Privacy Policy
"Xero" and "Beautiful business" are trademarks of Xero Limited. | Intuit, QuickBooks, TurboTax, Proconnect and Mint are registered trademarks of Intuit Inc. | AccountingSuite is a registered trademark of YellowLabs Software, LLC. I All other trademarks, service marks and other registered marks are the property of their respective owners.
Expand