With surcharges, you can increase or decrease order price as customers check out in your store. For example, you want to offer gift wrapping for the whole order, and there are two types of paper available. One is regular craft paper (costs $5), and the other is hand painted (costs $10). You can offer these two options to your customers at checkout.
To add surcharges to custom field values:
- Go to Settings → Custom Checkout Fields.
- Click Actions → Edit for a field that you want to adjust or create a new field.
- In the Content and surcharge block, click Add surcharge next to the field option.
Note:
Available for radio buttons, checkboxes, dropdowns, and selection buttons field types. - Enter the surcharge amount. It can be a positive or negative value.
- From the Option chosen automatically dropdown at the bottom of the block, choose your option. You can make one of the values preselected, or you can go with None.
- In the Display at checkout block, enable the Required field toggle if you want customers to be required to choose an option before they can proceed with checkout.
- Save the changes.
That's it! You’ve added a surcharge to your custom field options, and the surcharge value will be added to (or subtracted from) the order price at checkout if customers go for one of the options.
Here’s how surcharges can look to customers. The order price changes immediately when they select an option:
Editing custom fields
After you add a custom field to checkout in your store, you can change its content and settings however you like. For example, if later you want to edit a field's name or make it available only to customers from specific countries. You can adjust any part of your field except for its type.
To edit custom fields:
- Go to Settings → Custom Checkout Fields.
- Click Actions → Edit for a field that you want to adjust.
- Edit field content and settings.
- Click Save.
That’s it! Now the updated field will appear at checkout.
Enabling, disabling, and deleting custom fields
You have the flexibility to manage custom fields in your store by enabling, disabling, or permanently deleting them. Disabling a field removes it from being displayed at checkout, but you can easily enable it again whenever necessary. This gives you control over the information collected from customers during the checkout process.
To manage custom fields:
- Go to Settings → Custom Checkout Fields. On the opened page, you will see a list of custom fields that you’ve created.
- To enable or disable a specific field at checkout, switch the toggle next to it:
- To delete the field completely, click Actions → Delete → Yes.
Sorting custom fields
When you add multiple custom fields to any checkout step, you have the ability to rearrange the order in which these fields appear. This sorting functionality allows you to position the fields according to your preferences, such as placing mandatory fields at the forefront for easier completion by customers. By organizing the fields in a manner that best suits your needs, you can optimize the checkout process for smoother customer interactions.
To sort custom fields:
- Go to Settings → Custom Checkout Fields.
- Click Actions → Sort for any of the fields. On the opened page, you will see a list of all the custom fields that exist in your store grouped according to their checkout step.
- Drag and drop the fields so that they appear in the order you need:
Changes are saved automatically.
The custom field order that you set will also be used in the order details as well as in your store's notifications and invoices (if you chose to show the fields there).
Accessing custom field data
You have continuous access to the data submitted by customers through custom checkout fields. This information is readily available in the order details section of your store admin, ensuring that you can review and manage customer-submitted data with ease.
Custom field data can appear in the payment details block of the order details, as well as in the order comments, customer details, or shipping/pickup blocks, depending on the option you choose when creating the field.
Field data is also available in the admin email notifications, plus in customer email notifications and/or in the order invoices if you enable these options for a particular field.
To access custom field data in the order details:
- From your store admin, go to My Sales → Orders.
- Click on the order to open it.
- Find field data in the corresponding order details block:
Also, you can download custom field data stored for your orders as a CSV file. Learn more about exporting orders →