Buyer fields

Choose which contact details and purchasing references buyers provide for your board's paid products. One Buyer fields list applies to both card Checkout and the billing form for invoice-only products. You need a connected Stripe account before these settings affect payments.

Prerequisites

Connect Stripe and finish onboarding. Decide which details you need for fulfillment or accounts payable before requiring them, because required fields add another step for buyers.

Open buyer fields

1. Go to Settings → Products
2. Open the header ... menu and choose Buyer fields

Phone number

Choose Don't collect or Required. Stripe Checkout does not support optional phone collection.

Phone appears only at card Checkout. It is not collected on the invoice billing form or added as an invoice custom field.

Contact person

Choose Don't collect, Optional, or Required. When enabled, card Checkout asks for the buyer's individual name, and the invoice billing form includes a Contact field with the same required setting.

For invoice-only orders, the entered name automatically prints as Contact on the invoice. It is separate from the company or billing name and does not use one of your three custom-field slots.

Custom fields

Add up to 3 custom fields. Every field appears on both card Checkout and the invoice billing form. Each can be:

• Text for references such as PO number or cost centre
• Numeric for answers that contain only digits
• Dropdown for a fixed list of options you define

Use the PO number and Cost centre presets to add those fields in one click. PO number starts as required; Cost centre starts as optional. You can change either setting.

To add your own field:

1. Click Add field
2. Enter a Label
3. Choose the Field type
4. For a dropdown, add its options
5. Choose whether the field is required
6. Click Add field, then Save on the sheet

Adding a field happens inside the same sheet. New fields start as required. After adding one, you can change Required or remove it; its label and type stay fixed. At three custom fields, you cannot add another field or preset until you remove one.

Billing details and taxes

Company or billing name, billing email, street address, city, postal code, country, and VAT or tax ID are built-in billing details. They do not belong in your custom-field list or count toward its limit.

For invoice-only products, buyers enter their billing name and address on Cavuno's billing form. The address becomes the invoice's billing address; the email is where the invoice is sent. Supplying this name and address does not require Stripe Tax to be active.

For card Checkout, configure collection of business name, billing address, and VAT or tax ID through Taxes. Buyer fields do not replace those tax settings.

What buyers see

Card payment: the buyer opens Stripe Checkout, enters the enabled fields alongside their payment details, and pays there. Custom answers are stored on the Checkout Session in Stripe. They are not copied onto the paid invoice or receipt Stripe sends after a card payment, or onto subscription invoices.

Pay by invoice: the buyer selects an invoice-only product and completes Cavuno's Billing details form. This collects billing identity plus your custom fields and Contact, when enabled. The buyer fills the labels you configured rather than naming their own fields. Those answers print on the invoice generated through Cavuno's invoice billing flow. The emailed invoice links to a separate Stripe-hosted page where the buyer can pay.

Paid invoices after Checkout

The last section of the Buyer fields sheet is a switch, Email a paid invoice after Checkout. It is on unless you turn it off.

When it is on, every one-time job posting purchase paid by card through Checkout gets a paid invoice from Stripe. After payment, Stripe emails the buyer one message with links to the invoice PDF and the receipt PDF. The invoice shows your business details and the buyer's billing details; see Tax collection for where each comes from.

• Stripe sends the email only when your connected account has Successful payments emails on. In your Stripe Dashboard, open the customer email settings and turn on Successful payments. With it off, the invoice is still created in Stripe but the buyer is not emailed
• Stripe charges your connected account for each invoice: 0.4% of the payment, up to $2
• Subscriptions are not affected. Stripe already invoices each subscription payment, whatever this switch says
• Other Checkout payments are not affected. Job seeker paywall and talent directory access purchases do not get this invoice

The invoice PDF uses Stripe's standard "amount due" layout, even though the purchase is already paid. The receipt PDF and Stripe's hosted invoice page show it as paid.

Turn the switch off if you issue invoices from your own accounting software, or your bookkeeping tool already creates invoices from Stripe payments, so buyers do not get two invoices for one purchase. Click Save on the sheet. The change applies to new checkouts.

Example

Add PO number and Cost centre, set Contact person to Optional, and leave Phone number on Don't collect. Save the sheet.

Card Checkout asks for PO number, optional Cost centre, and an optional contact name. The invoice billing form asks for those same details alongside the billing name and address. Answers from that invoice form print on the resulting invoice.

Verify buyer fields

Open a card checkout in your development or sandbox environment and confirm the fields and required settings. Then select an invoice-only product, complete the billing form, and check the resulting hosted invoice or PDF for the entered references and Contact. Confirm the billing address appears as billing identity and phone is not an invoice custom field.

This setting does not switch your connected Stripe account between test and live mode. Use a Stripe test environment for payment testing.

Troubleshoot

If you cannot add another field, check whether you already have three customs. Remove one before adding its replacement. If a field does not appear, confirm you saved the Buyer fields sheet, check that Stripe is connected, and open a new checkout or reload the invoice billing form. An already-open Checkout Session retains the settings it was created with.

If company name or address is missing from an invoice-only order, check the billing details entered on its form. For tax ID collection or tax-related fields at card Checkout, check Taxes. If an invoice generated from Cavuno's invoice billing form is missing a completed custom field, contact support with your board and invoice identifiers.

Next steps

Configure tax collection for tax-related Checkout fields, invoice billing for net-terms products, and discount codes for promotions.