Getting Started

Product Catalog

Customers

Subscriptions

Invoices, Credit Notes, and Quotes

Taxes

Payments

Site Configuration

Data Privacy & Security

Data Operations

Reports and Analytics

Integrations

Configuring Fields 

Configure Fields for Full page checkout 

As a merchant, you can configure fields to collect the required information from your customers. You can also configure custom fields to collect business-specific information.

Working with fields 

To access the Fields

  • Sign in to the Chargebee site, go to Settings > Configure Chargebee > Checkout and Self Serve Portal > Fields.

Enabling a field

Turn on/off the toggle button to enable/disable a field.

Reordering a field

You can press and drag fields to change the order of the fields on the checkout page.

Editing field name

You can edit the name of a field and set different properties like mandatory, read-only, and show/hide for a field. The below screenshot list the properties you can set for a field. For example, set the email field as mandatory during checkout.

Note

Depending on the field, a subset of the properties will be available.

List of fields available to configure for a Full page checkout 

You can configure the fields for the following sections.

Account Information

Configure account fields to collect your customer information like name, email, company, and phone from the checkout page by enabling them here. You can also add/manage custom fields.

Custom fields for subscription

Configure custom fields to collect subscription-related information from your customers.

Billing

Configure billing fields to collect your customer's billing information such as an address, phone number, name, VAT number, and more.

Note

To configure tax details such as VAT or GST, you must set billing country as mandatory in your tax settings.Furthermore, you can select to display the addresses on the checkout page, self-serve portal, or both.

Shipping

Configure shipping fields to collect your customer's shipping information, such as shipping address, name, phone number, and more.

  • Enable the Use the same configuration as billing setting to apply billing address configured properties to the shipping address.
  • Enable the In checkout show the option "Ship to my billing address" to allow your customers to choose billing address as the shipping address during checkout.

Payments

Configure payment fields to collect your customer's payment-related information such as card number, expiry, and Cvv. Card Number and Expiry will be collected by default and stored in your payment gateway.

Consent Information

Configure this field to collect consent from your customers during checkout. You can add consent, agreement labels and set up consent checkboxes for the checkout and Self-Serve portal.

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