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How do I update from URL-based custom field parameters to template-based custom fields?

If you have previously used URL-based custom field parameters (in the format customer_cf[n], where n is the numeric position of the customer custom field, for example customer_cf[1], which denotes the first customer custom field) to pass data to Hosted Payment Pages, you can now remove those parameters and switch to the template-based approach for a seamless checkout experience and better data consistency, with values stored directly in Zoho Billing.

To switch from the old parameter based URLs to the new placeholder-based URLs, follow these steps:

Adding custom fields from Hosted Payment Pages is in early access for existing organizations and is enabled by default for organizations created after July 2026. To get it enabled for your organization, contact our support team.

  • Remove the old customer_cf[n] parameters from your Hosted Payment Page URLs.

  • Go to Settings > Hosted Payment Pages and edit your template.

    • Open the Order Details tab.
    • Under Account Information, click Add Field under Customer Custom Fields to add customer custom fields.
    • Under Additional Information (Single-Page) or Final Summary (Multi-Page), click Add Field under Invoice Custom Fields to add invoice custom fields.
    • Choose the field type and click Save.

  • Get the API Field Name for each custom field from Settings > Preferences > Customers or Invoices > Field Customization.

  • Use the API field names as parameters in your plan URLs to prefill values (for example, ?cf_customer_segment=Enterprise).

  • Test the updated links with sample data and verify that values are saved correctly in Zoho Billing.

For step-by-step instructions and placeholders, refer to Prefill Customer and Invoice Custom Fields Using API Field Names.

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