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Set up Cashier

To use Bold Cashier, you must set it up to meet your needs.

To define the checkout process, follow these steps:

  1. From "Shopify 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.

      Select Delay Payment Capture

    4. Adjust your email settings and add your storefront password (optional).

      Change Email Settings

  5. Select Save.

    Select Save

That's it!

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