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How to add custom fields to your menu?

Add flexibility to the checkout experience

Updated yesterday

What are custom fields?

Custom fields are additional questions or fields that appear after the basket has been confirmed. They allow you to collect extra information from your customers - tailored to your business needs.

These custom fields give you the flexibility to ask for more. You can choose to make these fields mandatory or optional.

Examples include:

  • Discount codes

  • A checkbox for TVA receipts

  • Building or floor information

  • Specific delivery instructions

The customer’s input will always appear on the final ticket - both when printed via orderBilly and when printed through your POS system.

How to set up custom fields?

To manage your custom fields, head to your orderBilly backoffice and navigate to ‘Menus’ > ‘Custom Fields’. Here, you’ll find an overview of all existing custom fields, along with the option to create new ones.

Important: Make sure to select the correct menu when creating a custom field. Custom fields are only visible on the specific menu they’re created for.

First you have to choose a custom field type. There are different types:

  • Text: Plain and simple, you can ask a question to the customer and the customer can reply in text. Ex: "We'd like to know where our customers are from, please give us the name of your hometown." This question should not be required since a customer should be able to choose to share this information or not.

  • Number: You can ask a question to the customer and the customer can reply in a number. Ex: How many people are sat at your table? This question can be made required if the restaurant must know the amount of people to lay the correct amount of cutlery for example.

  • Checkbox: A checkbox is used for a yes/no question. Ex: Would you like the TVA ticket? Checkbox checked = 1 ; checkbox unchecked = 0 as a result on the printed ticket.

  • Select: You can make a list of options for the customer to select one from.
    ​Ex: Which class are you in?

  • Opt-in: Gather people's email adreses with the opt-in functionality. You can gain customer data and send promotional communication.
    ​Ex: Subscribe to our monthly newsletter!

  • Discountcode: Use discountcodes so your customer have an extra favour while ordering. Important to know; You should have an existing discount code in orderBilly or in your POS when a POS is linked.

  • Loyaltycard: ???

Once you've selected a type, you’ll need to configure a few more details:

Name: This is the internal name and will also appear on the printed ticket.

Label: This is the question or instruction shown to the customer during checkout.

Default Value: ???

Required Toggle: Decide whether the field must be completed before the customer can place the order. Simply click the toggle to make it required.

Once everything is set up, your custom field will appear in the overview list.

From here, you can always:

  • Hide it from your menu by clicking the eye icon

  • Delete it if it’s no longer needed

  • Edit the custom field to make changes

Have questions or need help? Don’t hesitate to contact us!


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