Customize Cashier's Checkout Process

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Bold Cashier offers many different options for how its checkout process looks and feels.

To adjust the checkout process, please follow these steps:

  1. From Shopify's admin, select Apps.

    select apps

  2. Select Bold Cashier.

    select cashier

  3. Select Settings, then General Settings.

    Note: In the top right corner of this screen you may see a red notification bell. It's not a concern when you are still setting up your checkout, but you can not enable Cashier until these issues are resolved.

    Settings/General Settings

  4. Under "Checkout Process", choose your settings:
    1. Select what information is required from the customer to check out.

      Note: Visit Use Customer Accounts with Cashier to use the "Require Customer To Be Logged In" option.

      Adjust Customer Accounts

    2. Select what happens after the customer checks out.

      Edit After Checkout Settings

    3. Select Delay Payment Capture if you wish.

      Note: Delay payment capture means that your customers' payments wil be authorize, but not captured. You will then need to manually capture the payment, before it expires.

      Select Delay Payment Capture

    4. Adjust your email settings.

      Step-4_Adjust-Email-Settings.png

      • Notification Email: This is the email that we will reach out to, if we have any issues capturing a payment, or need to contact you for any reason.
      • From Email: The email that will show up in the From field for all emails sent to your customers.
      • Support Email: The email that will be on the Thank You page for the contact us link.
    5. Adjust your email marketing settings.

      Step-4_Adjust-Email-Settings.png

      For more information about the different settings: Change Your Marketing Newsletter Settings

    6. Choose your default shipping options

      Step-6_Default-Shipping.png

      Lets you choose whether the most expensive or least expensive shipping option is the default one.

  5. Select Save.

    Select Save

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