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.


  4. Select General Settings.

    Note: At the top of this screen you may see a "There are problems with your store. Please see your red notifications for more details" error message. It's not a concern when you are still setting up your checkout, but you can not enable Cashier until these issues are resolved.

    General Settings 

  5. 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.

      select required info 

    2. Select what happens after the customer checks out.

      select what happens after the customer checks out 

    3. Select Delay Payment Capture if you wish.

      select delay payment capture 

    4. Enter the email address to send notifications to.

      enter the email address 

    5. Enter the email address you would like emails to the customer to come from.

      enter the email address 

    6. Enter your storefront password (optional).

      enter the storefront password 

  6. Select Save.

    select save 

That's it!

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