You can set up Like-to-Like field relationships in Payments2Us, which automatically populates a custom field on a payment checkout form with the value from a matching field on the related object record (Contact, Account or Opportunities). This works when the custom fields on both, the Related object and Payment Txn object have the exact same API Name.
To set this up, follow these steps:
- Create a custom field: Create a custom field on the Payment Txn object, ensuring its API Name is exactly the same as the custom field on the related object.
- Add custom field to the form: Add the custom field to the payment checkout form where you want the payment to be processed. After adding the field, you must refresh the form.
- Make the field visible on the payment form: By default, the custom fields are visible on Internal forms. Optionally, to make the custom field visible on public web form, follow the steps in: Make a custom field visible on public web forms.
Once these steps are complete, the custom field's value will automatically populate for that particular form when a payment is initiated Internally. Such as through Make a Payment button on the related object record page.