Place a Test Order with Cashier

Pro Tip

To refund an order in Cashier, find the order in Shopify Admin. Under "More Actions", select Refund - Cashier.

Once you have all the settings in Bold Cashier and have it enabled on your storefront, you should place a test order to ensure everything has been set up properly.

To place a test order, follow these steps:

  1. From the storefront, add one or more products to your cart.

    add a product to the cart 

  2. Select Check Out.

    Note: This is the point where you are transferred to Cashier.

    Select checkout 

  3. Ensure the URL in the address bar now begins with

     check the url

  4. Enter your Customer Information or Log in.

     enter customer info

  5. Select Continue to shipping method.

    select continue to shipping 

  6. Select a Shipping Method.

    select a shipping method 

  7. Select Continue to payment method.

    select continue to payment method 

  8. Select a Payment Method.

    select a payment method 

  9. Enter your Payment Information.

    enter your payment information 

  10. Select Complete order.

    select complete order 

  11. From "Shopify Admin", select Apps after receiving the "Order Confirmation Email".

    select apps 

  12. Select Bold Cashier.

    select cashier 

  13. Select MANAGEMENT.


  14. Select Order Management.

    Order Management 

  15. Ensure the order appears there.

    ensure the order appears there 

  16. Ensure the payment processes successfully.

    ensure the payment processes successfully 

That's it!  

Note: It is best to try different scenarios when testing (i.e. gift cards, discount codes, credit cards, logged in, logged out, etc.) to ensure everything is set up properly.

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