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How do I gather additional custom information from payers on one of my payment forms?
How do I gather additional custom information from payers on one of my payment forms?

Use our form builder to gather information at checkout through custom fields

Dodd Caldwell avatar
Written by Dodd Caldwell
Updated over a week ago

MoonClerk offers a custom form builder that allows you to ask for additional information inside your payment form that payers fill in as they are checking out. In order to use this form builder:
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 1) Create a new payment form (or find the form you would like to edit.)

2) Find the Additional Information section and choose Yes.

3) Click the Add Field button.


​4) Enter the title of the field, choose the type of field, whether the field is required or not, and if you would like, enter any instructions for the field.

5) If you have chosen a Dropdown field or Radio Buttons field, enter the different values you would like payers to choose from on separate lines.

6) Once you are finished, click the Finish button.

7) If you would like to gather more information, click the Add Field button.

8) Repeat step 4) for any other information that you'd like to gather.

9) If you'd like to rearrange the order that your fields will appear in during the checkout process, click the Drag icon and then drag the field up or down.

10) Once you have the additional information fields in the order you want, click the Save & Finish button.

11) Your form will now contain the custom fields that you added.

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