Setting Up Checkout Fields

Adding a New Checkout Field

To create a new field, go to WooCommerce > Checkout Fields > Add New Field. In this section, you can adjust the following settings:

1. Title

By entering text in the ‘Add Title’ textbox, you can assign a unique title to the field

2. Field Pricing 

  • Field Price: Add the price of the field. Leave empty for none
  • Price Type: Choose the price type
    • Fixed
    • Percentage
  • Taxable Price: Choose from “yes” or “no” to specify whether the field incurs taxes or not.

3. Field Products and Categories 

  • Field Products: Specify which products in the cart will make this field appear
  • Field Categories: Decide which cart categories will trigger this field
  • Field Tags: Add specific tags that, when attached to cart items, will make this field become visible

4. Field Details 

Configure the field details here:

  • Field Label: Label is same as the field’s title so set the title 
  • Field Type: Select the type of field you want. There are 19 options to choose from:
    • Text
    • Text Area
    • Email
    • Select (Dropdown)
    • Multi Selectbox
    • File Upload
    • Checkbox
    • Multi Checkbox
    • Radio Button
    • Number
    • Secret Key
    • Color Picker
    • Date Picker
    • Time Picker
    • VAT Field
    • Heading
    • Message
    • Privacy Text
    • Google reCAPTCHA 

Note: Each field type comes with its own set of additional options

5. Field Formatting:

  • Display in User details: A checkbox to display the field in user details 
  • Required Field: Enable this if you want to make the field required 
  • Field Width: Set the field width
    • Full Width 
    • Half Width 
  • Field Placeholder Text: Add Field Placeholder Text
  • Field Description: Add Field Description
  • Field Custom Css Class: Add Field Custom CSS Class

6. Field Dependency

Select from the following field dependency settings: 

  • Select User Roles: Choose user roles to which you want to show the field:
    • Administrator 
    • Editor
    • Author
    • Contributor
    • Subscriber
    • Customer
    • Shop Manager
    • Wholesale
    • B2B
    • Retailer
    • Guest

Note: If you want to show this field to all the user roles, leave all the options unchecked

  • Is Field Dependable: Select from a ‘yes’ or ‘no’ option to determine if the field is dependable on another field
  • Yes: If you choose Yes, specify the field it depends on.
    • Select Fields: Select the field that the created field depends on. Leave this section empty if the field is not dependent on any other field
      • Enter Field Values: Set the specific criteria upon which your field’s dependency will be based. For instance, if you want the “Shipping” field to depend on the value “International” in another field, specify “Shipping” as the dependent field and “International” as the value (Note: Enter comma-separated values for dependency)
  • No: If you choose No, the field won’t depend on another field, and you can easily specify its position on the checkout page
    • Checkout Position: Choose from the available positions where you want the field to appear
      • Before Customer Details
      • Before Billing Form
      • After Billing Form
      • Before Shipping Form 
      • After Shipping Form
      • After Customer Details
      • Before Order Review Heading
      • Before Order Review 
      • After Order Review
      • Before Order Notes
      • After Order Notes
      •  Before Terms and Conditions
      • After Terms and Conditions
      • Before Order Submit
      • After Order Submit

6. Field Status

Choose from the following field status settings: 

  • Field Sort Order: Select the field sort order
  • Field Status: Choose to keep the field Active or Inactive

Click “Publish” once you are done.

Configuring Checkout Fields

For advanced customization, head to WooCommerce > Settings > Checkout Fields. Here, you can fine-tune Billing fields, Shipping fields, and Google reCaptcha settings separately.

1. Fields Titles:

Checkout Billing Fields Labels

  • First Name: Modify the label for the first name
  • Last Name: Edit the label for the last name
  • Company Name: Change the label for the company name
  • Country/Region: Modify the label for the country/region
  • Street Address: This label can’t be changed
  • Apartment, Suite, Unit, etc.: Adjust the label for apartment, suite, unit, etc
  • Town/City: This label can’t be changed
  • State: This label can’t be changed
  • ZIP Code: This label can’t be changed
  • Phone: Change the label for the phone
  • Email Address: Modify the label for the email address

Customizing Shipping Field Labels

  • First Name: Edit the label for the first name
  • Last Name: Adjust the label for the last name
  • Company Name: Change the label for the company name
  • Country/Region: Modify the label for the country/region
  • Street Address: This label can’t be changed
  • Apartment, Suite, Unit, etc.: Adjust the label for apartment, suite, unit, etc
  • Town/City: This label can’t be changed
  • State: This label can’t be changed
  • ZIP Code: This label can’t be changed

2. Billing Fields: 

In this section, you can configure billing fields by different user roles. Tailor fields for roles, such as:

  • Administrator 
  • Editor
  • Author
  • Contributor
  • Subscriber
  • Customer
  • Shop Manager 
  • Wholesale
  • B2B
  • Retailer
  • Guest

Actions you can perform on these fields include: 

  • Rearrange fields by dragging and dropping
  • Delete unwanted fields

Click “Save Changes” when you are done 

 3. Shipping Fields

Just like billing fields, you can also control shipping fields for different user roles using the WooCommerce Checkout Fields plugin.

You can hide, remove, and rearrange checkout fields for these user roles to fit your specific needs:

  • Administrator 
  • Editor
  • Author
  • Contributor
  • Subscriber
  • Customer
  • Shop Manager 
  • Wholesale
  • B2B
  • Retailer
  • Guest

Click “Save Changes” when you are done 

4. Google reCaptcha 

Site Key: Get this key from Google to ensure reCaptcha functions correctly on your site

Secret Key: Keep this key private and secure. It’s used on your server to communicate with the reCAPTCHA service

Click “Save Changes” when you are done

Managing All Fields in a Grid

For a comprehensive overview of all existing fields and their respective details, simply navigate to WP Admin Panel > WooCommerce > Checkout Fields

Within this dashboard, you’ll find the following essential information at your disposal:

  • Title: The name or title of the field
  • Field Type: The field type
  • Status: The current status of the field
  • Sort Order: The position of the field in the ordering sequence

Bulk Actions: You will also have the convenience of performing bulk actions on these fields, including options such as:

  • Edit
  • Move to Trash
  • Active
  • Inactive

Search Box: To quickly locate a specific field, take advantage of the available search box on the top right corner of the screen