Magento 2 Check out Extensions

  1. Home
  2. Docs
  3. Magento 2 Check out Extensions
  4. Magento 2 Checkout Custom Field
  5. User Guide

User Guide

1. Overview

Checkout Custom Field for Magento 2 extension helps admins collect additional information from customers by letting them fill in custom fields during the checkout process. Admin can create these custom fields and include them in Shipping or Review and Payments of the checkout page.

2. How Does It Work?

2.1 General settings

Go to Stores ⇒ Configuration ⇒ BSSCommerce ⇒ Checkout Custom Field.

general configurations of Magento 2 Checkout Custom Field extension

In Enable Checkout Custom Field, choose Yes to enable the extension or No to disable it.

In Custom Field Title, enter the title for custom fields which are displayed in order detail, PDF invoice and email.

In Format Date, choose the format for the date input type to display on the checkout. There are 2 options:

  • Show Date and Time: Both date and time are included in the calendar view.

include delivery date and time in the checkout in Magento 2

  • Only Date: the Only date is included in the calendar view.

only date is included onto Magento 2 checkout page

In Show in PDF Documents, choose Yes to include custom fields in PDF documents or NO to exclude them.

In Show in Email, choose Yes to include custom fields in the email sent to customers or NO to exclude them.

2.2 Manage custom fields

Go to Sales ⇒ BSSCommerce ⇒ Manage Checkout Custom Fields.

Magento 2 checkout custom field grid

To create a new custom field, click Add New Attribute.

In Attribute Information ⇒ General Information ⇒ Attribute Properties.

In Default Label, enter the name of the new custom field.

In Input Type for Store Owner, choose one of the following input types for the custom field: Text Field, Text Area, Date & Time, Yes/No, Checkbox, Radio Button, and Dropdown.

In Values Required, choose Yes to make the custom field compulsory to fill in; otherwise, choose No.

In Visibility, select which store view the custom field is available.

In Customer Group, pick up the group you want to show the checkout custom field.

In Attribute Information ⇒ General Information ⇒ Advanced Attribute Properties.

add advanced attribute properties to the checkout custom field

In Attribute Code, enter a code for the new custom field. No space allowed and no more than 30 symbols.

In Sort Order, decide the order of displayed custom fields in checkout.

In Default Value, set default value for the custom field so that if customers don’t fill in that field, the default value will be applied.

In Input Validation for Store Owner, choose one of the following input types to be validated for the custom field: Decimal Number, Integer Number, Email, URL, Letters, and Letters (a-z, A-Z) or Numbers (0-9).

In Frontend Visibility, choose Yes to display the field in the frontend; otherwise choose No.

In Backend Visibility, choose Yes to display the field in the backend; otherwise choose No.

In Show in Checkout, display custom field in Shipping Address, Shipping Method or Review & Payments of the checkout page.

In Add to Order Grid, choose Yes to add the custom field to order grid; otherwise, choose No.

In Add to Order Detail, choose Yes to add the custom field to order detail; otherwise, choose No.

In Add to PDF Documents, choose Yes to add the custom field to PDF documents; otherwise, choose No.

In Add to Email, choose Yes to add the custom field to email; otherwise, choose No.

2.3 Orders

Go to Sales ⇒ Orders.

Custom fields are added to the Order grid.

add custom fields to Magento 2 order grid

BSSCommerce Checkout Custom Field for Magento 2 extension also supports you to get order information from API.

Custom fields are displayed on Order Detail page.

display checkout custom fields on Magento 2 order detail page

2.5 PDF invoice

In order to include custom field value in PDF invoice, you need to enable config Show in PDF Documents (see 2.1, page 3), and enable config Add to PDF Documents (see 2.2, page 6) before placing the test order.

Custom fields are displayed in PDF invoice.

display checkout custom fields in PDF invoice

2.6 Email

Go to Marketing ⇒ Communications ⇒ Email Templates ⇒ Add New Template.

After loading the default template, in Template Information, click Insert Variable.

Add Magento 2 email template with checkout custom fields

Add the variable Checkout Custom Field to any place in the template content, then click Save Template.

add checkout custom field variable to the email template

Then go to Stores ⇒ Configuration ⇒ Sales ⇒ Sales Emails.

In Order New Order Confirmation Email Template, choose Email template you have just created.

choose already-made template to create new Checkout custom field email

When you send an email to the customer using the new template that has been created, the custom field value will be included.

email with Checkout Custom Fields sent to customers

Was this article helpful to you? Yes No

How can we help?