Adding custom fields to capture more payment information
How do I add fields to send additional custom values to Paytia and a payment gateway?
Note: Custom fields is an additional licence. If you require this please contact sales@paytia.com
Custom fields are stored in Paytia transaction logs and where possible sent as additional metadata fields to the associated payment gateway.
Adding Custom fields
From the merchant portal find the Configure user screen menu and then the Data-capture sub-menu, from there you will be able to see the Custom field section.
Using the Add button you can create your own custom fields that are accessible to use over Paytia API services and also from inside the agent SVT screen.
Add
Description of how the fields work
| Field Name * | This is a required value. It allows you to add a text label to your new field |
| Placeholder Name * | This is a required field. It allows you to write the text form users will see when they use the field in the Paytia Secure Virtual Terminal interface. |
| Required/Not Required | It allows you to set if this field must be completed or not by your form users |
| Hide/Show | Controls if the field is hidden from the user form. Hidden fields can still be passed to logs and the payment gateway (where supported) |
| Data type | It allows you to set the expected data type so data is rejected if it is not found to be entered in the correct data format |
| Maxlength | Sets the maximum number of characters (including spaces) the field can hold |
| Field control | Controls if the data captured is retained in Paytia logs only, sent to the payment gateway or stored in both locations |
| Payment gateway field | Shows the field on the payment gateway this value will be sent into |
Once you have created a new field Paytia will automatically create a 'slug'. The slug is the field name as it would be sent to Paytia over an API post.
Example showing 'slug' value
API posting
From the API you would add the slug as a body field name.
Postman example
Secure Virtual Terminal form use
Your new custom fields will be added to the form view below the last system field of 'Account number' and before the system field of 'Payment type' selection.
Once you have all your fields added you are ready to start using the enhanced form service.
Related Articles
Data-capture
Customizing data capture This article outlines the payment history category and how to configure. It covers the following: Contents of data-capture Address-verification system (AVS) Contents of data-capture On the left-hand side of the Paytia ...Webhooks sent from Paytia to API users for the payment capture IVR flow
Paytia IVR webhook flow The initial post into Paytia will return a URL for the Paytia iframe. If you do not want to use the iframe you can ignore that response post ‘url’ value. Note: Paytia will maintain the reference_id value throughout the payment ...Payment links report
How do I access information about the payment links sent to customers? Payment links logs and report Payment links are a licensed service on the Paytia platform. If your portal or user screens do not have the following reports and you would like ...What payment types does Paytia support?
Paytia enables multiple types of transaction to be made over the phone. This article explains the different options The Paytia platform is integrated with the payment gateways of banks and payment service providers. This allows merchants to process ...What payment gateway accounts can be used with Paytia?
Below is a list of payment gateway accounts which can currently be used with Paytia's services. Stripe Worldpay PayPal Opayo Global Payments Verifone Lloyds Cardnet Barclaycard Trust Payments Elavon Don't see your payment provider listed? We always ...