Custom Fields

You can add custom fields to the Customer module and to the Payment module of ReceivablesPro.

The custom fields screen is accessed by clicking the “custom fields” link in the ADDITIONAL OPTIONS section of the Settings--> Configuration screen.

When you click this link the main Custom Fields screen opens, as shown below:

If you have custom fields configured, they will be listed in the Custom Fields table. (If no fields are defined, you will not see the table.) The custom fields are listed in the table in alphabetical order by Name. The table contains the following columns:

Name-- The Field name for your custom field. This is the text that identifies the field on your ReceivablesPro customer and payment screens, and in your web payment pages. Click the linked column header to sort by Field name. The default sort is A-to-Z. Click to sort from Z-to-A.
Type-- Indicates the type of custom field. ReceivablesPro supports 4 custom field types: Text, Text Area, DropDown and CheckBox. The table is not sortable by this field.
NOTE: Before adding a custom field, you should determine the type of field you need and its characteristics. For example, if you want to capture the shirt color your customer wants, you could add a drop-down box listing all of the colors from which to choose. If you want to record a yes/no answer, such as whether to include the customer on your mailing list, a checkbox would be more appropriate.
Module-- Indicates the Field location—Whether the field is attached to the Customer module or the Payment module. This column can be sorted to group fields by Module. Click once to show Customer fields first (they will be listed in alphabetical order within the Module field sort). Click again to show all the Payment fields first.
Default value-- For text fields and text areas, you can define a default text string for use with the field. If you have done this, you’ll see that text (or the first portion of it) displayed in this column. You cannot define a Default value for CheckBox or DropDown fields.
NOTE: The default value for DropDown fields is “Select,” which is added automatically by the system.

NOTE: When you set a Default value for a custom field, all Customers or Payments (depending on the module to which the field is attached) created from that point forward will be assigned the default field value. The value will not be assigned to any Customer or Payment created prior to the field’s creation.

Custom fields attached to the Customer module appear at the bottom of the left column in the top section of the Customers screen. (In the screen capture below, “Email Newsletter” and “Spouse Name” are custom fields.)

Custom fields attached to the Payment module will appear at the bottom of the right hand column in the Enter payment details portion of the collect new payment screen. (In the screen capture below, “Club Level” is a custom field.)

NOTE: The custom fields are only supported for one-time payments. If you select the Payment type as “Recurring billing” or “Payment plan” the fields will be hidden.

Any new custom field you define displays in the Customer Record or the transaction details page for all existing customers and payments, as well as any new customers and payments you enter into the system.

Deleting a custom field removes it from the system completely. Any data entered in the field for previous transactions will be removed, and will not be accessible in reporting or on the transaction details page.

The following sections provide detailed instructions on adding, editing and deleting custom fields. You can click on the Next links, located at the bottom of each screen, to read through the entire section. Or click one of the links below to jump to a particular area of interest.

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