When your customers make a purchase, they fill in information at checkout like their email, name, and shipping address. You can change the default flow and add more checkout fields to match your business needs, like asking shoppers how they learned about your business or offer a gift wrapping.

Adding custom fields to checkout

You can add custom fields to any of the checkout steps: when a customer enters their email, specifies shipping address, or chooses the delivery or payment method.

To add a custom field to checkout:

1. In Retail POS, go to the Online tab > Settings.
2. On the General tab, switch to Cart & Checkout.

   

3. Scroll down to the Custom checkout fields section and click Add Custom Fields.

   

4. Click + Add Field.

   

5. Select the custom field type. The preview appears on the right. Click Next Step.

   

6. Name the field to let customers know what it is (e.g., “Your dimensions”) and add other field content according to its type. Click Next Step.
7. From the Select checkout step for field display dropdown, choose the checkout step where you want this custom field to appear.
8. (optional) Enable the Required field toggle to make it mandatory for shoppers to fill in.
9. (optional) Click Limit field display at checkout if you want to make this field only available to certain customers. Limitations are available based on country, shipping method, or payment method.
10. (optional) Click Set up field display after order placement to change where the field data is displayed in the order details and enable the Show field in invoices, Show field in customer emails and/or Show field value on customer details page toggles if you want.
11. Click Create and Display at Checkout to publish the field, or click Create Without Display to finish creating the field without making it available for customers at checkout. You can enable or disable fields later.

Editing custom checkout fields

After you add a custom field to checkout in your store, you can customize its content and settings. You can adjust any part of your field except for its type. When editing custom fields, you can also add translations if your store has multiple languages.

To edit custom fields:

1. Open the eCom Admin Panel by going to Setup > Apps > Lightspeed eCom and clicking the Open in a new tab icon.
2. In the menu on the left, hover over Settings, then select Custom Checkout Fields.

   

3. Click Actions > Edit for the field that you want to adjust.
4. Edit field content and settings.
5. Click Save.

The updated field will now appear at checkout.

Adding surcharges to custom checkout field options

You can add surcharges to your custom checkout field options. If customers go for one of such options, the surcharge value will be added to or subtracted from the order price at checkout.

Surcharges work with radio buttons, checkboxes, dropdowns, and selection buttons custom checkout field types.

To add surcharges to custom field values:

1. Open an existing custom checkout field for editing or create a new field.
2. Click Add surcharge next to the field option:

   

3. Enter the surcharge amount. It can be a positive or negative value.
4. 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.
5. In the Display at checkout block, enable the Required field toggle if you want to make it mandatory for shoppers to choose an option.
6. Click Save.

After the order is placed, you will see the applied surcharge value in your Retail POS, in the subtotal of the eCom sale. If later you issue a refund for an eCom sale that includes a surcharge in Retail POS, you can choose whether to refund the surcharge or not.

Enabling, turning off, and deleting custom checkout fields

You can enable, turn off, or permanently delete custom fields in your store. If you turn off a field, it will no longer be displayed at checkout. You can turn it back on when you need it.

To manage custom fields:

1. Open the eCom Admin Panel by going to Setup > Apps > Lightspeed eCom and clicking the Open in a new tab icon.
2. In the menu on the left, hover over Settings, then select Custom Checkout Fields.
3. On the opened page, you will see a list of custom fields you’ve created. To enable or turn off a specific field at checkout, switch the toggle next to it.
4. To permanently delete the field, click Actions > Delete > Yes.

Sorting custom checkout fields

If you add more than one custom field to any of the checkout steps, you can change the order in which the fields appear at this step. Sorting the fields helps position them in a way that best suits your needs. For example, you can place mandatory fields first.

To sort custom fields:

1. Open the eCom Admin Panel by going to Setup > Apps > Lightspeed eCom and clicking the Open in a new tab icon.
2. In the menu on the left, hover over Settings, then select Custom Checkout Fields.
3. 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.
4. Drag and drop the fields so that they appear in the order you need. Changes are saved automatically.

The custom field order 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).

What's next?

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