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Bold Checkout General Settings

Laurel
Laurel
  • Updated

You can customize your store-level checkout experience in Bold Checkout’s general settings. Add your logo and favicon, choose your fulfillment settings, enter your contact email addresses, and more.

Note: The general settings are store-level settings that apply across all Bold-hosted checkout flows on your store. To customize your flow-level settings, please visit Customize your Bold-Hosted Flow.

This article explains each setting found on the general settings page in Bold Checkout.

 


 

Enable Bold Checkout

This setting can be disregarded. Bold Checkout does not need to be enabled from the Checkout admin. Bold Checkout is enabled based on the configuration of the Bold Checkout Extension in the Adobe Commerce admin.

Enable Bold Checkout

Note: When Bold Checkout is connected to your store, you may see a warning in this section which says Unable to enable Bold Checkout. This warning can be disregarded as this setting is not required.

 


 

To keep your branding consistent, you can add your own logo to the header of Bold Checkout. If a logo is not uploaded, your store name will be displayed in text.

You can upload a still image file (.jpeg, .png, .bmp, .svg) or a GIF as your logo. The maximum dimensions are 600x200px with an allowed file size up to 2MB.

 

Favicon

In this section, you can add a favicon to match your brand. Favicons display within a browser tab as shown in the screenshot below.

Favicon

Your favicon image must be a .PNG file, no larger than 512KB and can be up to 256x256 pixels. The favicon will be resized to the correct size (generally 16x16).

 


 

Appearance

If you’d like to style the checkout with CSS you can enter your custom CSS in this field. For more information, please visit Style Bold Checkout with CSS.

Appearance - Custom CSS field

 


 

Checkout Process

Customer Account

The customer account invite setting can be disregarded. Bold Checkout does not have any impact on this process for your platform.

Customer account invite

 

Order Status

Under Order Status, one of the following two settings can be selected:

  • Unfulfilled: When an order is generated from the checkout, the order will be generated as unfulfilled by default.
  • Fulfilled: When an order is generated from the checkout, the order will be generated as fulfilled by default.

Order status

 

Company Name Information

Alert: These settings must match the requirements that you’ve set in your platform admin.

Under Company Name Information, one of the following three settings can be selected:

  • Optional: This displays the Company Name field, but customers are not required to fill it in.
  • Required: This requires your customers to enter their company name before they can progress to the next page of the checkout.
  • Hidden: This setting removes the Company Name field from the checkout.

Company Name Information

 

Phone Number

Alert: These settings must match the requirements that you’ve set in your platform admin.

Enabling the Phone Number setting requires your customers to enter their phone number before they can advance to the next page of the checkout.

Phone Number

 

Delayed Payment Capture

When delayed payment capture is enabled, Bold Checkout authorizes payments, but does not charge the customer until the order has been marked as fulfilled in your platform admin. This setting is useful if you do not want to charge your customers immediately after the order's been processed.

For example, you can enable delayed payment capture if you prefer to charge your customer on the same day that you ship the order. This requires you to manually change the status of the order from unfulfilled to fulfilled from within the platform admin.

Note: Authorizations are only held for a short period of time. The time varies depending on your payment gateway. Once the authorization expires, Bold Checkout is unable to capture payments. Please reach out to your payment gateway's support team for more information about authorization times.

Delayed Payment Capture

 

Fulfillment Webhook

Bold recommends enabling the Capture payment on fulfillment setting. When enabled, this captures your customer’s payment once the order has been marked as fulfilled.

When disabled, you must manually capture your customer’s payment through the API. For more information, please visit our Dev Docs.

Fulfillment Webhook

 

Email Settings

Under Email Settings, the following email addresses can be adjusted:

  • Notification email: This is where Bold Checkout will send notifications should issues arise when capturing your customers’ payments.
  • From email: This is the email address that appears in the “from” field on outgoing customer emails.
  • Support email: This email is displayed to your customers on the order confirmation page.

Email Settings

 

Email Marketing

Under Email Marketing, one of the three following settings can be enabled:

  • Unchecked by default: The newsletter checkbox in Bold Checkout is unchecked by default. Customers can manually opt in to receive your newsletter.
  • Checked by default: Checks the newsletter checkbox by default. Customers can voluntarily choose to opt out of the newsletter by deselecting the newsletter checkbox.
  • Hidden: Removes the newsletter checkbox in Bold Checkout.

 

Shipping Options

Under Default Shipping Options, one of the two following settings can be selected:

  • Least expensive first: Shipping options are displayed from least expensive to most expensive when multiple shipping options are present.
  • Most expensive first: Shipping options will be displayed from most expensive to least expensive when multiple shipping options are present.

Note: While Bold Checkout can change the order your shipping rates appear, the shipping rates are taken from your platform. Shipping rates must be set up in your platform admin, not in Bold Checkout.

 


 

Address Autocomplete

In this section you can connect an address autocomplete tool to validate and auto-populate the address fields in your checkout. This improves the customer experience by making it faster and easier to enter addresses, while also reducing errors.

Address Autocomplete

 


 

Custom checkout hostname settings

In this section, you can change the default checkout URL for Bold Checkout by either creating a checkout alias or setting a custom hostname.

For more information, please visit Create a Custom Hostname for Bold Checkout.

 


 

Custom package dimension settings

The custom package dimension setting should remain disabled. Bold Checkout uses the shipping rates you’ve set up in your Adobe admin.

Custom package dimension settings

 


 

Public order ID

The public order ID setting is enabled by default. This is the recommended setting. This adds an attribute (bold_cashier_public_order_id) to each order to uniquely identify it. Plugins can use this to find needed details of an order.

Public order ID