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No payment method needs the customer’s name, email or mobile number. Checkout asks for them so the customer gets a receipt and you have a way to reach them. You decide how much to ask.

The standard settings

By default, checkout asks for a mobile number or an email (the customer chooses), and the name is optional. A value you already sent when you created the checkout counts, so a customer whose phone you passed goes straight to payment.

Change it for a project

In the dashboard, open Project settings > Customer details. For Mobile number, Email and Full name, choose Required, Optional or Don’t ask. Turn off Always get a mobile number or an email if customers may pay without leaving any contact. The settings apply to checkouts, payment links and payment buttons created after you save. A checkout keeps the rules it was created with.

Change it for one checkout

Pass buyerPolicy when you create a checkout session. Keys you leave out use your project’s settings.
  • fields.name, fields.email, fields.phone: required, optional or off. A field that is off is not asked for; a value you send in customer is still used.
  • contactRequirement: email_or_phone (default) or none. You cannot turn both email and phone off while requiring one of them.
The response includes buyer_policy, the rules this checkout will use. Send buyerFieldOverrides (same shape as buyerPolicy) when you create or update a payment link. null goes back to your project’s settings. Contacts you preset on the link are shown read-only and not asked again.

Show contacts you already know as read-only

List them in customerLocks. Checkout shows them but the customer cannot change them, which keeps your order and the payment in agreement. Each listed field needs a usable value in customer: a Nepali mobile number for phone, a valid address for email. Otherwise the request is refused with a 400. The PayBridgeNP Shopify app does this for you: the phone and email from the Shopify order are shown read-only, and only what is missing is asked for.
A locked contact is your record, not a verification. It does not prove the customer owns that phone or email.

Exceptions

  • Your own PayBridgeNP plan invoices always ask for name, email and mobile number.
  • Invoices you send through billing use the customer saved on the invoice.