Payments Made Preferences

In the Payments Made module, you can add additional fields from the ones that already exist. These fields are called Custom Fields.

Payments Made Preferences

Additional Fields in Payments Made

To add a custom field:

Fields Description
Label name Enter a name for your custom field.
Data Type Select the appropriate data type for your custom field.
Is this PII? If the field is a Personally Identifiable Information (PII), then select the appropriate method to store it.
Is Mandatory Select this option if the custom field is mandatory.
Show in all PDF Select this option if you want the field to be displayed in your transaction PDFs.
New Custom Field

You can perform various functions on the custom field by hovering over it and clicking Edit or the drop-down icon.

Custom Field Actions
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