Set Checkout form options

You can hide or show certain fields on the checkout page according to your needs or sales strategy.

For example:

• If you need to ensure that the buyer's email is correct, you can require email double-entry. When this option is enabled, the buyer must fill out two email fields during checkout.

• If you sell to companies in Brazil, you can display the Company Name field and also accept the CNPJ as an identification document.

• If you sell a digital product and do not need the buyer's address, you can hide the address fields and simplify the purchase process.

Form options can be applied at 3 levels:

1. Global Level: applies to the checkout of all registered products - default setting;

2. Product Level: applies to the product in question - overrides item 1 settings;

3. Offer Level: applies to the offer of the product in question - overrides item 1 and 2 settings.

On this page:

• Require email double-entry

• Require address double-entry

• Include Company Name field

• Company Name Required

• Add Date/Time field (optional)

• Add List field (optional)

• Add Numeric field (optional)

• Add Selection field (optional)

• Add Text field (optional)

• Hide address fields (purchase without address)

• Hide the Document field (if permitted)

• Allow changing item quantity

• Configure the item increment unit in the offer

• Allow Discount Coupon

• Define accepted document types

• Disable checkout for certain countries

• Display payment method horizontally

• Display details of selected shipping method

• Hide simulated value

• Allow indexing

• Invoice Self-Assignment

• Replicate custom fields in One Click

Require email double-entry

To make sure your customer enters the email correctly, you can enable email double-entry.

Steps:

1 - According to the configuration level you wish to apply:

1.1 - Global Level: go to Settings » Checkout.

1.2 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.

1.3 - Offer Level: go to Products » (desired product) » Offers » (desired offer) » Additional Settings » Checkout.

2 - Click the Form tab.

3 - Under Form Structure, Email field, click to enable/disable:

• Double Filling of E-mail: requests email double-entry at checkout.

4 - Click Send.

Require address double-entry

To make sure your customer enters the address correctly, you can enable address double-entry.

Steps:

1 - According to the configuration level you wish to apply:

1.1 - Global Level: go to Settings » Checkout.

1.2 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.

1.3 - Offer Level: go to Products » (desired product) » Offers » (desired offer) » Additional Settings » Checkout.

2 - Click the Form tab.

3 - Under Form Structure, Address field, click to enable/disable:

• Request address confirmation: requests address confirmation at checkout.

4 - Click Send.

Include Company Name field

If you sell to companies, you can display the Company Name field - optional.

Steps:

1 - According to the configuration level you wish to apply:

1.1 - Global Level: go to Settings » Checkout.

1.2 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.

1.3 - Offer Level: go to Products » (desired product) » Offers » (desired offer) » Additional Settings » Checkout.

2 - Click the Form tab.

3 - Under Form Structure, click Add Field.

4 - Under Add Field, in Field Type, select Company Name.

5 - Click Add.

6 - Next, the field will be added for completion at Checkout.

Company Name Required

If you sell to companies, you can require the Company Name field to be mandatory - optional.

Steps:

1 - According to the configuration level you wish to apply:

1.1 - Global Level: go to Settings » Checkout.

1.2 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.

1.3 - Offer Level: go to Products » (desired product) » Offers » (desired offer) » Additional Settings » Checkout.

2 - Click the Form tab.

3 - Under Form Structure, click Add Field.

4 - Under Add Field, select:

1. Field Type: the company name;

2. Company Name Required: enable the company name required option - when enabled, the company name field will be mandatory at checkout.

5 - Click Add.

6 - Next, the field will be added for completion at Checkout.

Add Date/Time field (optional)

If you want to request date or time information from your customer during checkout, you must configure this option. By enabling this option, you can add custom fields in the format of combined date/time, date only, or time only in the checkout form.

This feature is useful for scheduling, scheduled deliveries, or collecting specific time information, allowing you to personalize the experience and ensure that important temporal data is captured at the time of sale.

Steps:

1 - According to the configuration level you wish to apply:

1.1 - Global Level: go to Settings » Checkout.

1.2 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.

1.3 - Offer Level: go to Products » (desired product) » Offers » (desired offer) » Additional Settings » Checkout.

2 - Click the Form tab.

3 - Under Form Structure, click Add Field.

4 - Under Add Field, select:

1. Field Type: the date/time field;

2. Field: the field you want - date/time; date or time;

3. Title: a title for the field based on the selected field;

4. Do not allow date lower than current date: when enabled, does not allow entering a date prior to the current date - this option does not appear when the time field is selected;

5. Field Required: when enabled, the document field will appear as a required field.

5 - After adding and enabling the desired options, click Add.

Add List field (optional)

If you want to offer predefined choices to your customer on the checkout form, you must configure this option. By enabling this option, you can add a list selection field with one or more options configured per line.

This feature is useful for collecting objective answers, allowing single or multiple selection (with minimum and maximum limits) and ensuring greater accuracy in data collection during purchase.

Steps:

1 - According to the configuration level you want to apply:

1.1 - Global Level: go to Settings » Checkout.

1.2 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.

1.3 - Offer Level: go to Products » (desired product) » Offers » (desired offer) » Additional Settings » Checkout.

2 - Click the Form tab.

3 - Under Form Structure, click Add Field.

4 - Under Add Field, select:

1. Field Type: the list field;

2. Title: enter a title for the field;

3. Show list: when enabled, displays the field list;

4. Multiple selection: when enabled, displays multiple selection for the field - depending on list display - when activating this option, it is possible to enter the minimum and maximum selection value;

5. Field Required: when enabled, the document field will appear as a required field

6. Options: enter options per line.

5 - After adding and enabling the desired options, click Add.

Add Numeric field (optional)

If you want to collect quantitative or numeric values from your customer at checkout, you must configure this option. By enabling this option, you can add a field dedicated to entering numbers, supporting the use of decimal places and defining minimum and maximum value limits.

This feature is useful for requesting data such as specific quantities, measurements, or identification numbers.

Steps:

1 - According to the configuration level you want to apply:

1.1 - Global Level: go to Settings » Checkout.

1.2 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.

1.3 - Offer Level: go to Products » (desired product) » Offers » (desired offer) » Additional Settings » Checkout.

2 - Click the Form tab.

3 - Under Form Structure, click Add Field.

4 - Under Add Field, select:

1. Field Type: the numeric field;

2. Title: enter a title for the field;

3. Min. Max: enter the minimum and maximum value of the numeric field - the min and max value refers to the field;

4. Allow decimal places: when enabled, allows decimal places;

5. Field Required: when enabled, the document field will appear as a required field.

5 - After adding and enabling the desired options, click Add.

Add Selection field (optional)

If you want to include a checkbox on the checkout form for customer confirmation, you must configure this option. By enabling this option, you can add a checkbox field where the buyer can check an option, making acceptance mandatory to complete the order. This feature is useful for requesting legal confirmations, agreement to terms of use and privacy policies, or authorizations to send communications and updates.

Steps:

1 - According to the configuration level you want to apply:

1.1 - Global Level: go to Settings » Checkout.

1.2 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.

1.3 - Offer Level: go to Products » (desired product) » Offers » (desired offer) » Additional Settings » Checkout.

2 - Click the Form tab.

3 - Under Form Structure, click Add Field.

4 - Under Add Field, select:

1. Field Type: the selection field;

2. Title: enter a title for the field;

3. Mandatory Acceptance: when enabled, checking the box will be required.

5 - After adding and enabling the desired options, click Add.

Add Text field (optional)

If you want to collect data in text format or open-ended answers from your customer at checkout, you must configure this option. By enabling this option, you can add a field for single-line or multi-line text input. This feature is useful for requesting additional information, such as notes, custom messages, or delivery details, ensuring flexibility to collect precisely the required responses at the time of purchase.

Steps:

1 - According to the configuration level you want to apply:

1.1 - Global Level: go to Settings » Checkout.

1.2 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.

1.3 - Offer Level: go to Products » (desired product) » Offers » (desired offer) » Additional Settings » Checkout.

2 - Click the Form tab.

3 - Under Form Structure, click Add Field.

4 - Under Add Field, select:

1. Field Type: the text field;

2. Title: enter a title for the field;

3. Min. Max: enter the minimum and maximum value of the text field.

4. Multiple Lines: when enabled, displays multiple lines;

5. Field Required: when enabled, the document field will appear as a required field.

5 - After adding and enabling the desired options, click Add.

Hide address fields (purchase without address)

If you sell a digital product or do not need to collect the buyer's address, you can hide the address fields at checkout. With this option enabled, the checkout skips the address step and only requires personal data and payment information from the buyer.

Some payment processors allow Sales without Address, which are:

Unlike other form options, the “addressless purchase” option is only performed at the product level¹ or offer level².

Steps:

1 - According to the configuration level you wish to apply:

1.1 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.

1.2 - Offer Level: go to Products » (desired product) » Offers » (desired offer) » Additional Settings » Checkout.

2 - Click the Form tab.

3 - Under Form Structure, in the Address field, click to enable/disable:

• Purchase Without Address: allows purchasing without address confirmation at checkout.

3 - Click on Send.

(1) The applied configuration takes effect on all offers of the product.

(2) The applied configuration takes effect only on the offer in question.

Hide the Document field (if allowed)

If you wish to hide the Document field at Checkout, you must enable this option.

Steps:

1 - According to the configuration level you wish to apply:

1.1 - Global Level: go to Settings » Checkout.

1.2 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.

1.3 - Offer Level: go to Products » (desired product) » Offers » (desired offer) » Additional Settings » Checkout.

2 - Click the Form tab.

3 - Under Form Structure, in the Document field, click to enable/disable:

• Hide document if possible: hides the document whenever possible at checkout.

4 - Click on Send.

Allow item quantity change

If you want to allow your customer to change the item quantity for physical products, you must enable this option in Checkout.

Steps:

1 - According to the configuration level you wish to apply:

1.1 - Global Level: go to Settings » Checkout.

1.2 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.

1.3 - Offer Level: go to Products » (desired product) » Offers » (desired offer) » Additional Settings » Checkout.

2 - Click the Form tab.

3 - Under Settings, enter the following details:

1. Allow changing items quantity: when enabled, allows the buyer to change the item quantity;

2. Max Quantity of Items per Sale: enter the quantity of items you want for sales.

4 - Click on Send.

Configure the item increment step in the offer

When enabling item quantity customization in Checkout Guru, you can also configure the item increment step in the offer. This means you can determine the intervals at which the buyer can adjust the item quantity at checkout, for example, if the increment is 2, the customer can select 2, 4, 6, etc.

Steps:

1 - According to the configuration level you wish to apply:

1.1 - Offer Level: go to Products » (desired product) » Offers » (desired offer) » Additional Settings » Checkout

2 - Click the Form tab.

3 - Under Settings, enter the following details:

1. Allow changing items quantity: when enabled, allows the buyer to change the item quantity;

2. Maximum Quantity of Items per Sale: enter the quantity of items you want for sales;

3. Increment unit: enter the increment step compatible with the values defined for the minimum and maximum quantity of the offer.

4 - Click on Send.

Allow discount coupon

If you wish to offer discounts at checkout through Coupons, you must enable this option in Checkout.

Steps:

1 - According to the configuration level you wish to apply:

1.1 - Global Level: go to Settings » Checkout.

1.2 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.

1.3 - Offer Level: go to Products » (desired product) » Offers » (desired offer) » Additional Settings » Checkout.

2 - Click on the Form tab.

3 - Under Settings, click to enable/disable:

• Coupon Allowed: allows adding a coupon at checkout.

4 - Click on Send.

Define accepted document types

Depending on the type of customer your business serves, individual or legal entity (company), and the payment processor used, you can define which document types will be accepted at checkout.

For example:

• If you sell to both individuals and companies in Brazil, you can set it to accept CPF/CNPJ. In this case, both document types will be accepted at checkout.

• If you sell only to individuals, you can set it to accept only CPF as a document.

• If you sell only to companies, you can set it to only accept CNPJ as a document.

• If you sell to customers outside Brazil, other document types can be accepted. You can set mandatory or optional completion.

Disable checkout for some countries

If you use a payment processor that supports international sales, you can limit the list of countries where you want to make checkout available. This feature is useful to prevent sales in markets outside your operating area.

For example, you can specify that checkout is available only for Brazil, Portugal, and Chile. With this setting, Checkout Guru displays only these 3 countries for selection, instead of all available options.

(*) Country selection at checkout is available only for payment processors that support international sales.

Steps:

1 - Access the offer registration of the desired product.

2 - Click on Additional Settings, and then Checkout.

3 - Click on the Appearance tab.

4 - Under Allowed countries, select the countries allowed for checkout - you can select more than one.

5 - After selecting the desired countries, click Send.

Display payment method horizontally

If you want to display the payment method horizontally, you must enable this option.

Steps:

1 - According to the configuration level you want to apply:

1.1 - Global Level: go to Settings » Checkout.

1.2 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.

1.3 - Offer Level: go to Products » (desired product) » Offers » (desired offer) » Additional Settings » Checkout.

2 - Click on the Appearance tab.

3 - Under Settings, click to enable/disable:

• Display payment methods horizontally: allows payment methods to be displayed horizontally at checkout.

4 - Click Send.

Display selected shipping details

If you want to display details of the selected shipping, such as the delivery time (in days) of the shipping service in the purchase details, you must enable this option.

Steps:

1 - According to the configuration level you want to apply:

1.1 - Global Level: go to Settings » Checkout.

1.2 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.

1.3 - Offer Level: go to Products » (desired product) » Offers » (desired offer) » Additional Settings » Checkout.

2 - Click on the Appearance tab.

3 - Under Settings, Display click to enable/disable:

• Display selected shipping details: allows the details of the selected shipping to be displayed at checkout.

4 - Click Send.

Hide simulated value

If you want to hide the simulated value at Checkout, you must enable this option.

Steps:

1 - According to the configuration level you want to apply:

1.1 - Global Level: go to Settings » Checkout.

1.2 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.

1.3 - Offer Level: go to Products » (desired product) » Offers » (desired offer) » Additional Settings » Checkout.

2 - Click on the Appearance tab.

3 - Under Settings, Displayed Values click to enable/disable:

• Hide simulated value: allows hiding the simulated value at checkout.

4 - Click Send.

Allow indexing

If you want to allow indexing of the Checkout link in search engines, you must enable this option.

Steps:

1 - According to the configuration level you want to apply:

1.1 - Global Level: go to Settings » Checkout.

1.2 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.

1.3 - Offer Level: go to Products » (desired product) » Offers » (desired offer) » Additional Settings » Checkout.

2 - Click on the Appearance tab.

3 - Under Settings, Other click to enable/disable:

• Allow indexing: allows indexing at checkout.

4 - Click Send.

Self-attribution on Invoice

If you want to define self-attribution options on the invoice, you must enable this option. By enabling this option, you allow the buyer to indicate, at the time of purchase, where they learned about your product or service. This feature is useful for collecting data on the origin of your customers, allowing you to optimize your strategies and facilitate decision-making based on the information obtained.

Steps:

1 - According to the configuration level you want to apply:

1.1 - Global Level: go to Settings » Checkout.

1.2 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.

1.3 - Offer Level: go to Products » (desired product) » Offers » (desired offer) » Additional Settings » Checkout.

2 - Click the Form tab.

3 - Under Settings, enter the following details:

1. Self-attribution in the invoice: when enabled, allows the buyer to indicate where they learned about the product/service;

2. Title: enter the question text that the buyer will see on the invoice;

3. Options: define the answers the buyer will be able to select - define attribution options per line.

4 - Click Send.

Replicate custom fields in One Click

If you want to display your store's custom fields in One Click purchases, you must enable this option. By enabling this option, you allow additional customer data to be automatically collected during quick order completion. This feature is useful for ensuring registration consistency and avoiding the loss of essential information, allowing you to maintain the same data flow without impacting purchase speed.

Steps:

1 - According to the configuration level you want to apply:

1.1 - Global Level: go to Settings » Checkout.

1.2 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.

1.3 - Offer Level: go to Products » (desired product) » Offers » (desired offer) » Additional Settings » Checkout.

2 - Click the Form tab.

3 - Under Settings, enter the following details:

1. Copy custom fields to One Click purchases: allows replicating custom fields in one click at checkout.

4 - Click Send.

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