Merchant Defined Fields Settings
Merchant Defined Fields are custom fields you can add to your Gateway to collect and store extra information with transactions. Every Gateway account includes 20 configurable Merchant Defined Fields that you can use across sales, invoices, QuickClick, reporting, and advanced routing.
These fields are flexible and can be customized to match your business needs.
What Merchant Defined Fields Are Used For
Common uses include:
- Product options or variants
- Locations or departments
- Internal reference data
- Customer selections
- Data used for Advanced Transaction Routing
Create or Edit a Merchant Defined Field
- Go to Merchant Defined Fields Settings
- Choose one of the available fields and click the gear icon to configure it
- Enter a field name that will appear in the Gateway and checkout flows
Choose a Field Type
You can select how the field behaves:
- Text Box
Allows free-form text entry - Checkbox
On or off selection
Useful for items like agreeing to terms - Radio Buttons
Lets the user select one option from a visible list - Select (Dropdown)
Lets the user select one option from a dropdown list
For Radio or Select fields, add the list of values users can choose from.
Save and Preview the Field
- Click Save to store the field
- Use the magnifying glass icon to preview how it will appear
- To see it live, open a Sale page and scroll to the Merchant Defined Fields section
The field will appear exactly as configured.
Using Merchant Defined Fields in Transactions
Once created, Merchant Defined Fields:
- Appear on sale and invoice pages
- Are stored with transaction records
- Can be used for reporting and filtering
- Can be referenced by Advanced Transaction Routing rules
Video Walkthrough
Watch the video below for a walkthrough of creating, configuring, and using Merchant Defined Fields in the EPD Gateway: