Orders

Tracking External Payment Types with Custom Fields and Tags

How to report on External Payment Methods with Custom Fields and Dynamic Tags

There may be times when you use the External Payment Method for Orders. Here's how you can track those.

In this Article

Creating Order Custom Fields Options

How to Add Meta Data to POS an Inbound/Admin Orders

How to Report External Payments using Tags


Creating Custom Fields Options for External Payment Methods

  1. Go to Developer > Custom Fields.
  2. Click on the Order menu item at the top of the page.
  3. Click on the Add Order Custom Fields button.
    Screen Shot 2024-07-18 at 11.47.26 AM
  4. Enter a Title (example: 'External Payment Method').
  5. Choose Data Type = Checkbox.
  6. Enter in the Payment Method options.
    Screen Shot 2024-07-18 at 11.49.40 AM
  7. The Sort Order determines the sequence in which your Order Custom Fields options will be displayed on the Cart page. This comes into play when capturing multiple Custom Fields. (If Sort Order is set to 1, that option will be the first choice for your staff).
  8. Leave Required Field = unchecked.
  9. Click the Save Order Custom Fields button.
    Screen Shot 2024-07-18 at 11.50.26 AM

How to add Custom Fields to POS and Inbound/Admin Orders

  1. In the POS Cart, choose the down arrow > Additional Order Info.
    Screen Shot 2024-07-18 at 3.32.51 PM
  2. In the popup modal, scroll down to your Custom Fields choices. 
  3. Make your choice and Save.
    Screen Shot 2024-07-18 at 3.35.20 PM
  4. Process the External Payment as normal. 
  5. Now when you View the processed Order, you will see the Custom Fields captured under the Custom Fields tab.
  6. You can also add Custom Fields to a processed Inbound/Admin Order by click on the Custom Fields Tab and manually choosing the applicable option.
    Screen Shot 2024-07-18 at 3.42.38 PM

Do you need to take this action for every POS Order?

If necessary, you have the option to set up the POS Profile to automatically display the 'Additional Order Info' modal when you click the Pay button. This feature ensures that the modal pops up without any extra steps required.

Screen Shot 2024-07-23 at 2.11.28 PM

Screen Shot 2024-07-23 at 2.10.18 PM


Reporting on Custom Fields Using Dynamic Tags

First Things First: Set up Dynamic Tags

The first step is to set up Dynamic Tags: You can set up Dynamic Tags using Custom Fields conditions. (Learn how to create Dynamic Order Tags here)Screen Shot 2024-07-18 at 4.13.20 PM


Now that Dynamic Tags are set up, you have a few reporting options:

  • Option 1: Filter by Tag in Order Exports (Learn more about Order Exports here).
    Screen Shot 2024-07-18 at 3.52.47 PM

  • Option 2: Sales by Tag Report (Learn more about Sales by Tag Report here).
    Screen Shot 2024-07-18 at 3.54.05 PM

  • Option 3: Order Queries (Learn more about Order Queries here).
    Screen Shot 2024-07-18 at 4.15.25 PM