Overview
You can add one Payment Form to a PayPress plan to collect details specific to that purchase.
Requirements
- Existing PayPress plan.
- Administrator access.
- Clear list of questions you want to ask.
Steps
- Open the plan edit screen.
- Find the Payment Forms section.
- Enable the form.
- Add fields.
- Configure each field label, type, width, required setting, and options if needed.
- Choose the form layout mode.
- Save the plan.
- Test checkout and review the order.
Expected Result
The form appears with the plan on the front end and responses appear on Order Details after successful checkout.
Important Notes
Use Payment Forms for structured information. Use Customer Notes for a simple single note box.
Troubleshooting
If options appear on the wrong field type, update to a version with context-aware builder controls. If required fields are bypassed, server validation should reject checkout.