Connect a Payment Processor to Bold Cashier

Connect a Payment Gateway

To set up a payment gateway on your store, please follow the steps below.

1. Within the Shopify admin, select Apps.
2. Select Bold Cashier.
3. Select Payment Options, then Payment Gateways.
4. Select Connect Gateway.
5. Select Connect next to your preferred gateway.
   

   Note: Some payment gateways may redirect you to their site to complete the setup process.

6. Add the required payment gateway information (such as username, password, API token, etc)
7. Select OK.

Add a Credit Card for Transaction Fees

Some payment gateways may require you to enter a credit card for transaction fees. To add a credit card for transaction fees, please follow the steps below.

1. Within the Cashier admin, navigate to Account > Stored Credit Card.
2. Select the pencil icon to edit your credit card.
3. Enter your credit card information.
4. Select Save.

Stripe is the preferred payment gateway in Bold Cashier. With Stripe, your store will be able to accept credit cards and wallet payments through Apple Pay and Google Pay. Stripe also offers SCA compliance for merchants located in the European Economic Union.

Stripe will allow you to create an account to start accepting payments right away. However, your account may be subject to review. If you are selling products/services from one of Stripe's restricted businesses, then your account may be removed/disabled. It is important to review this before completing this integration.

Note: Stripe is available for merchants in Austria, Australia, Belgium, Bulgaria, Brazil, Canada, Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, Finland, France, United Kingdom, Greece, Hong Kong, Ireland, Italy, Japan, Lithuania, Luxembourg, Latvia, Malta, Mexico, Netherlands, Norway, New Zealand, Poland, Portugal, Romania, Sweden, Singapore, Slovenia, Slovakia, and the United States.

Connect Stripe to Cashier

1. Within the Shopify admin, select Apps.
2. Select Bold Cashier.
3. Select Payment options, then Payment Gateways.
4. Select Connect next to Stripe and enter your account information.

Once your Stripe account is live and connected to your store, you can select the ellipsis beside the payment gateway account to connect Wallet Pay and accept wallet payments through Apple Pay and Google Pay.

SCA Compliance

Stripe allows you to enable 3DS 2.0 so European merchants can be compliant with the SCA directive.

To setup SCA within Bold Cashier, please follow the steps below.

1. Within the Cashier app, select Payment Gateways.
2. Select Edit on Stripe.
3. Enable the 3D Secure Toggle.
4. Select Save.

Braintree can take 7-10 business days to approve your account. Once your Braintree account has been approved, you can connect Braintree Credit Card or Braintree PayPal in Bold Cashier. Both options allow you to accept credit cards, however Braintree PayPal allows you to place a PayPal button on your store to offer a simple user experience. Braintree Credit Card offers an integrated user experience.

Braintree Credit Card also supports Google Pay and Apple Pay. To connect these options, please refer to the relevant sections below.

Note: Braintree is available for merchants in the United States, Canada, Andorra, Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Gibraltar, Germany, Greece, Guernsey, Hungary, Iceland, Isle of Man, Ireland, Italy, Jersey, Latvia, Liechtenstein, Lithuania, Luxembourg, Malta, Monaco, Netherlands, Norway, Poland, Portugal, Romania, San Marino, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey, United Kingdom, Singapore, Hong Kong, Malaysia, Australia, and New Zealand.

To see if this payment processor is right for your store, please visit Braintree's website.

Connect Braintree to Cashier

To integrate Bold Cashier with Braintree, please navigate to Payment Options, then Payment Gateways within Cashier. Select the Alternative payment gateways option to select your Braintree option.

The required information can be found within your Braintree account, as shown below.

• Merchant ID: Gear > Business > Merchant Accounts
• Public Key: Gear > API > Keys > API Keys
• Private Key: Gear > API > Keys > API Keys > View
• Tokenization Key: Gear > API > Keys > Tokenization Keys
• Merchant Account ID: Gear > Business > Merchant Accounts

If you have opted to integrate with Braintree PayPal, to ensure this option is available, sign in to your Braintree admin and navigate to Business > Merchant Accounts. From here, you can verify that your merchant account has PayPal as an accepted payment method.

Apple Pay via Braintree Credit Card

To enable Apple Pay, you will need to register your production domain in the Braintree Control Panel. Please follow the steps below.

Step 1

1. Log into your production Control Panel.
2. Select the gear icon in the top right corner.
3. Select Processing from the dropdown menu.
4. Scroll to the Payment Methods section.
5. Next to Apple Pay, select the Options link.
6. Scroll to the Web Domains (Safari) section.
7. Select the +Add link to the right.
8. Enter the fully qualified production domain name of your checkout.

   Note: The value you enter must match your fully qualified domain name exactly–including the www. if applicable.

9. Select Agree & Add Domain.

Step 2

1. Navigate to Bold Cashier, and select Payment Options > Payment Gateways.
2. Find your connected Braintree gateway and select the ellipses, then Edit Credentials.
3. Check the Apple Pay box.
4. Select Save.

Google Pay via Braintree Credit Card

In order to accept payments through Google Pay, you will need to enable it in the Braintree Control Panel. Please follow the steps below.

Step 1

1. Log into your production Control Panel.
2. Select the gear icon in the top right corner.
3. Select Processing from the dropdown menu.
4. Scroll to the Payment Methods section.
5. Select the toggle next to Google Pay to turn it on.

Step 2

1. Navigate to Bold Cashier, and select Payment Options > Payment Gateways.
2. Find your connected Braintree gateway and select the ellipses, then Edit Credentials.
3. Add your Merchant ID under Google Pay.

   Note: To find your Google Pay Merchant ID, navigate to your Payments Profile, then select Settings. It will be listed under Public Merchant Profile.

4. Select Save.

Using Braintree with Multi-Currency

Bold Multi-Currency can be integrated with Bold Cashier to provide you with the ability to accept payments in multiple foreign currencies on one Shopify store. Braintree also allows you to accept multiple currencies through one Braintree account. 

This integration requires cashier to be enabled on your store in order for these foreign currency payments to be accepted.

To set up the integration between Multi-Currency and Braintree through Cashier, please follow the steps below.

1. Log in to your Braintree account.
2. Select the gear icon in the top right corner, then select Business.
3. Copy your Merchant Account ID, then select + New Merchant Account.
4. Select or deselect Accept Paypal. 
5. Select your currency.
6. Select Save.
7. Repeat these steps until all your desired currencies are added.
8. Select API, then Generate New API Key.
9. Under Private Key, select View. Copy your private key.
10. From Shopify's admin, select Apps.
11. Select Bold Cashier. Navigate to Payment Options, then Payment Gateways.
12. Select Connect on either the Braintree Credit Card, or Braintree PayPal option.
13. Enter your Braintree Credentials, then select Save.

SCA Compliance

SCA enables 3DS 2.0 so European Merchants can be compliant with the SCA directive. 

To setup SCA within Bold Cashier, please follow these steps:

1. Within the Cashier app, select Payment Gateways.
2. Select Edit on Braintree.
3. Enable the 3D Secure Toggle.
4. Select Save.

Adyen is a popular payment gateway that is available in many different countries.

Note: Adyen is available for merchants in Austria, Australia, Belgium, Bulgaria, Brazil, Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, Finland, France, United Kingdom, Gibraltar, Greece, Hong Kong, Hungary, Ireland, Iceland, Italy, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Malta, Mexico, Netherlands, Norway, Poland, Portugal, Romania, Sweden, Singapore, Slovakia, Slovenia, and the United States.

In addition to accepting credit card payments, you can also offer Apple Pay and Google Pay when connected to Adyen.

To offer Apple Pay on your store, you will need to have an Apple Developer Account, along with a Custom Hostname for Bold Cashier. Accepting payments via Google Pay will require your store to have a Google Business account, and a payment method added.

To see if this payment processor is right for your store, please visit Adyen's website.

To connect Adyen, as well as enable Google Pay and Apple Pay on your store, please view the relevant sections below.

Connect Adyen to Cashier

To set up Ayden as a payment gateway, navigate to Payment Options, > Payment Gateways then select Alternative payment gateways. Once in this area, select Connect beside Adyen.

Once this is selected, you will have to add your credentials to Bold Cashier. These can be found within your Adyen account, here:

• Merchant Key: Account > Merchant Accounts > Account Code
• API Key: Account > Users > Click on ws@Company.[companyname] > Generate new API Key > Copy the key > Save API Key 

Payment Capture

For this integration to work, manual payment capture must be turned on. To enable this on your store, please follow these steps:

1. Log in to your Adyen Customer Area with your merchant-level account.
2. Go to Account, then Settings.
3. In the Capture Delay drop-down menu, select manual.
4. Select Submit.

This will allow Cashier to create authorizations, and then capture them. A capture will happen seconds after the authorization, unless you have delayed payment capture enabled. With delayed payment capture, the payment will be capture when the order is fulfilled, or you manually capture the payment.

Note: After saving, the newly generated API Key will not be visible anymore. Your old API Key will also expire 24 hours after you save the new one.

Please contact Adyen's support team if you have any additional questions regarding their service.

Apple Pay via Adyen

To enable Apple Pay via Adyen, please follow the steps listed on Adyen's Help Center. Once you get to Step 6 of the above instructions, please make sure to follow the instructions in this section instead.

While completing the steps on their help center, make note of the following:

• Make sure to note down the Merchant Identifier Name from Step 1, as that will be used as your Merchant ID in Bold Cashier.
• Save the file that is provided for you in Step 4. This will be used as the Domain verification file you will need to upload to Bold Cashier.
• Save the file that is provided for you in Step 5. This will be used as the Merchant identity certificate you will need to upload to Bold Cashier.

When you get to Step 6, where it asks you to upload a file to your server, please follow these instructions instead:

1. From within Bold Cashier, select Payment options > Payment Gateways.
2. Find your connected Adyen gateway and select the ellipses, then Edit Credentials
3. Select Accept Apple Pay and Google Pay.
4. Input the Merchant ID that was provided in Step 1.
5. Upload the Domain verification file that was provided in Step 4
6. Upload the Merchant identity certificate that was provided in Step 5.
7. Select Save.

Limitations

In order for Apple Pay to appear in the checkout, your customer must be using Safari and have a credit card within their Apple Pay wallet. If your customer has only Visa Debit or Mastercard debit in their account, then Apple pay will not appear as a payment option.

Google Pay via Adyen

1. From your Adyen admin, select Account, then Payment Methods.
2. Select Add payment methods.
3. Search for Google Pay.
4. Select it, then Submit.
5. Navigate to your Bold Cashier admin and select Payment Options > Payment Gateways.
6. Find your connected Adyen gateway and select the ellipses, then Edit Credentials.
7. Select Accept Apple Pay and Google Pay.
8. Add your Merchant ID under Google Pay.

   Note: To find your Google Pay Merchant ID, navigate to your Payments Profile, then select Settings. It will be listed under Public Merchant Profile.

9. Select Save.

Bold Cashier uses the Customer Information Manager API to integrate with Authorize.net. This feature will need to be enabled in Authorize.Net to be able to use this gateway with Cashier.

Note: Authorize.Net is available for merchants in Australia, Canada, and the United States

To see if this payment processor is right for your store, please visit Authorize.Net's website.

Some features of Authorize.Net's advanced fraud detection suite may not work with the transactions going through Cashier. For example, AVS (address verification system), and/or CVV validation. 

Please contact Authorize.Net's support team if you have any additional questions regarding their service.

Credentials

Here are the credentials required for Authorize.net, and where to find them:

• API Login ID: Account > API Credentials & Key
• Transaction Key: Account > API Credentials & Key
• Client Key: Account > Manage Public Client Key

If you have additional questions regarding Bambora, please contact their support team.

Note: Bambora is available for merchants in Canada, and the United States.

To see if this payment processor is right for your store, please visit Bambora's website.

Credentials

Here are the credentials required for Bambora North America, and where to find them:

• Merchant ID: Administration > Company Info
• API Key: Administration > Account Settings > Order Settings
• Username: Use your Account Username
• Password: Use your Account Password

If you have any additional questions about Checkout.com, please contact their support team.

Note: Checkout is available for merchants in Andorra, the United Arab Emirates, Argentina, Austria, Australia, Belgium, Bulgaria, Bahrain, Brazil, Switzerland, Chile, China, Columbia, Cyprus, Czech Republic, Germany, Denmark, Estonia, Egypt, Spain, Finland, France, United Kingdom, Greece, Hong Kong, Croatia, Hungary, Ireland, Iceland, Italy, Jordan, Japan, Kuwait, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Malta, Mexico, Malaysia, Netherlands, Norway, New Zealand, Oman, Peru, Poland, Portugal, Qatar, Romania, Saudi Arabia, Sweden, Singapore, Slovenia, Slovakia, San Marino, Turkey, and the United States.

To see if this payment processor is right for your store, please visit Checkout's website.

Credentials

Here are the credentials required for Checkout.com, and where to find them:

• Secret Key: Settings > Channels > API Keys

If you have any additional questions about Cybersource, please contact their support team.

Note: Cybersource is available for merchants in Canada, the United States, the United Arab Emirates, Brazil, China, Denmark, Finland, France, Germany, India, Japan, Mexico, Norway, Sweden, United Kingdom, Singapore, Lebanon, and Pakistan.

To see if this payment processor is right for your store, please visit Cybersource's website.

Credentials

Here are the credentials required for CyberSource, and where to find them:

• CyberSource user name: CyberSource account username
• Your transaction key: Payment Configuration > Key Manhereagement > Generate Key > Transaction Processing > SOAP

If you have any additional questions about Elavon, please contact their support team.

Note: Elavon is available for merchants in Canada, the United States, Puerto Rico, Germany, Ireland, Norway, Poland, Luxembourg, Belgium, Netherlands, and Mexico.

To see if this payment processor is right for your store, please visit Elavon's website.

Credentials

Here are the credentials required for Elavon, and where to find them:

• Merchant ID: Refer to top left of page after logging in (six numerical characters called Account ID).
• User ID: Usually alpha characters/letters supplied to you by Customer Activation and Training at Elavon.
• PIN: 64 characters long, supplied to you by Customer Activation and Training at Elavon.

If you have any additional questions about Fat Zebra, please contact their support team.

Note: Fat Zebra is available for merchants in Australia.

To see if this payment processor is right for your store, please visit Fat Zebra's website.

Credentials

Here are the credentials required for FatZebra, and where to find them:

• Your Fat Zebra Username: This is different from your account login ID.
• API Token: Please reach out to Fat Zebra support if you need assistance getting your API token.

If you have any additional questions about the Mastercard Internet Gateway Service (MiGS) or their error codes, please contact their support team.

Note: MiGS is available for merchants in Australia, United Arab Emirates, Bangladesh, Brunei Darussalam, Egypt, Hong Kong, Indonesia, Jordan, Kuwait, Lebanon, Sri Lanka, Mauritius, Maldives, Malaysia, New Zealand, Oman, Philippines, Qatar, Saudi Arabia, Singapore, Trinidad, Tobago, and Viet Nam.

To see if this payment processor is right for your store, please visit Mastercard's website.

To use MiGS, you will need to change the payment method from a single sale transaction, to the authorize/capture payment method.

Note: MiGS has rebranded to Mastercard Payment Gateway Services (MPGS). The newer version of MPGS' payment gateway portal is not supported with Bold Cashier.

Credentials

Here are the credentials required for Mastercard Internet Gateway Service, and where to find them:

• Your Merchant ID & Access Code: MiGS uses a merchant ID and access code for payment processing. These credentials are needed to accept payments. The bank that creates the merchant account will provide you with these credentials. If you've signed up for the payment gateway through a bank, and have not received credentials, please follow up with a representative from that bank and they will be able to assist you.
• AMA User & AMA User Password: Merchants must use Advanced Merchant Administration (AMA) and must be set up with the appropriate AMA privileges to run transactions. You can contact your bank to ensure or request this feature is added to your account.

Note: If your store is currently using Multi-Currency and Cashier together, Moneris will be unable to accept any currencies other than CAD or USD, depending on which is currently set up within your account.

Please contact Moneris' support team if you have any additional questions regarding their service.

Note: Moneris is available for merchants in Canada.

To see if this payment processor is right for your store, please visit Moneris' website.

Credentials

Here are the credentials required for Moneris:

• Store ID
• API Token

Note: Please reach out to Moneris if you need help finding these credentials.

Please contact PayFlow Pro's support team if you have any additional questions regarding their service.

When pairing Payflow Pro to Cashier, you will need to whitelist the following IP addresses in Payflow Pro to be able to integrate them together. Visit PayPal's website for more information on whitelisting IP addresses.

• 167.88.149.182
• 18.211.189.236
• 54.204.55.35
• 52.35.240.234
• 52.32.57.169
• 35.157.167.236
• 52.58.96.97
• 18.203.12.142
• 63.35.156.43

Note: Payflow Pro is available for merchants in the United States, Canada, New Zealand, and Australia.

To see if this payment processor is right for your store, please visit Payflow Pro's website.

Credentials

Credentials can be found in your PayPal Business Account under My Account > Profile > Request API credentials under Account Information. Select Set up PayFlow Pro API Access under Option 2.

• Vendor: Username you use to log in to your account - Often same as User.
• Partner: Partner or Merchant/Vendor ID. This is often the reseller where the PayFlow Pro account was obtained from. This will almost always be PayPal.
• Password: Your account password.
• User: User account ID - often same as Login.

Note: PayPal Commerce Platform is available in all countries supported by PayPal. For a full list, please refer to PayPal’s documentation.

PayPal Commerce Platform enables you to accept payments in multiple currencies across the globe. Customers can pay via credit or debit cards, local payment methods, or PayPal wallet payments. 3D secure is also available for European merchants.

PayPal Commerce Platform comes with their unique Smart Button feature. This gives your customers the option to use either PayPal, Venmo, or Pay Later, as well as major credit and debit cards. The smart buttons that are available for your store will depend on location. For example, Venmo is only offered in the US, and Pay Later has varying options per available location. For more information, please refer to the chart in PayPal's documentation.

When connecting PayPal Commerce Platform to Bold Cashier, you will need to sign in to your PayPal business account.

Connect PayPal Commerce Platform to Bold Cashier

1. Within Bold Cashier, select Payment options, then Payment Gateways.
2. Select Connect next to PayPal Commerce Platform and log into your PayPal business account.
3. After successfully logging in, select Go back to Bold Innovation Group Ltd.
4. Select PayPal Commerce Platform again to enter the settings.
5. Select your currency and available payment types.

   Note: If you select a payment type that is not available to your region, the options for that location will not appear on your storefront.

6. Optional: Choose your button shape and color.
7. Optional: Enable 3D Secure card payments.

SCA Compliance

PayPal Commerce Platform allows you to enable 3D Secure so European merchants can be compliant with the SCA directive.

To set up SCA within Bold Cashier, please follow these steps.

• Within Bold Cashier, select PayPal Commerce Platform to enter the settings.
• Scroll down to the bottom of the window and check the Use 3D Secure card payments option.

Bold Cashier integrates with PayPal Express to offer customers a quicker checkout experience using One Touch payments through their PayPal account.

Requirements

• You are a U.S.-based merchant.
• Your default store currency is USD.
• You only ship within the United States.
• You have a PayPal Business account.

You will also need to set your Payment Receiving Preferences within PayPal to either accept or deny payments in other currencies.

You will not be able to hold payments for review.

Setup

1. From within the Bold Cashier admin, select Payment Options > Payment Gateways.
2. Next to PayPal Express, select Connect.
3. Enter your credentials.

   Note: These can be found by accessing your PayPal Dashboard and selecting My Apps & Credentials. Selecting the name of your desired app will bring you to a new page with the credentials.

4. Choose the colour and style of your button.
5. Select Save.

We strongly recommend testing the integration by putting through a live transaction via PayPal Express, then refunding it.

Limitations

• The PayPal Express button will appear above the Customer Information section. It will not appear within the Payment Methods section.
• You will not be able to accept subscription orders through PayPal Express.
• You can only have a maximum of 10 shipping lines.
• USD is the only supported currency.
• You must own a U.S.-based store.
• You must only ship within the United States.

Qualpay is currently incompatible with Bold Subscriptions. This is important to note if you currently have both Bold Commerce apps installed to your store.

Please contact QualPay's support team if you have any additional questions regarding their service.

Credentials

Here are the credentials required for Qualpay and where to find them:

• Merchant ID: Administration > API Security Keys > Key Detail > Merchant ID
• API Key: Administration : API Security Keys > Create Security Key > Add Label > Manage Permissions > Set Permissions to Payment Gateway API and Customer Vault API > Get Key > Copy It

If you have any additional questions regarding QuickPay or their error codes, please contact their support team.

Note: QuickPay V10 is available for merchants in Germany, Denmark, Spain, Finland, France, Faroe Islands, United Kingdom, Iceland, Norway, and Sweden.

To see if this payment processor is right for your store, please visit QuickPay's website. 

Credentials

Here are the credentials required for QuickPay V10, and where to find them:

• API Key: Settings > Integration > API Key

You will need to whitelist the following IP addresses in Opayo to be able to use it with Cashier. Visit Opayo's website for more information on whitelisting IP addresses.

• 167.88.149.182
• 18.211.189.236
• 54.204.55.35
• 52.35.240.234
• 52.32.57.169
• 35.157.167.236
• 52.58.96.97
• 18.203.12.142
• 63.35.156.43

Note: Opayo is available for merchants in the United Kingdom, and Ireland.

To see if this payment processor is right for your store, please visit Opayo's website.

Credentials

Here are the credentials required for Opayo, and where to find them:

• Your Vendor Name: Vendor name will be provided to you by Opayo

If you have any additional questions regarding USAePay, please contact their support team.

Note: USAePay is available for merchants in Denmark, Sweden, and Norway.

To see if this payment processor is right for your store, please visit ePay's website.

Credentials

Here are the credentials required for USA ePay and where to find them:

• Source Key: Sources and Keys > Add API Key > Apply

If you have any additional questions regarding Worldpay, please contact their support team.

Note: WorldPay is available for merchants in Hong Kong, United Kingdom, Australia, Andorra, Argentina, Belgium, Brazil, Canada, Switzerland, China, Colombia, Costa Rica, Cyprus, Czech Republic, Germany, Denmark, Spain, Finland, France, Gibraltar, Greece, Hungary, Ireland, India, Italy, Japan, Liechtenstein, Luxembourg, Monaco, Malta, Malaysia, Mexico, Netherlands, Norway, New Zealand, Panama, Peru, Poland, Portugal, Sweden, Singapore, and the Holy See.

To see if this payment processor is right for your store, please visit WorldPay's website.

Credentials

Here are the credentials required for WorldPay and where to find them:

• Login: Account Login (may also be referred to as Merchant ID)
• Password: Account Password (may also be referred to as XML Password).

Please contact WorldPay's support team directly if you have any additional questions regarding their service.

Apple Pay is a digital wallet service created by Apple. Using Apple Pay, your customers can complete purchases using their mobile devices. Bold Cashier supports Apple Pay in conjunction with Stripe, Adyen and Braintree.

To see how to connect Apple Pay through a supported payment gateway, please view the information in this article relevant to Stripe, Braintree, or Adyen.

Google Pay is a digital wallet service developed by Google. Using Google Pay, your customers can complete purchases using their mobile devices. Bold Cashier supports Google Pay in conjunction with Stripe, Adyen and Braintree.

To see how to connect Google Pay through a supported payment gateway, please view the information in this article relevant to Stripe, Braintree, or Adyen.

Cashier supports PayPal in conjunction with PayPal Commerce Platform and Braintree. To connect to PayPal, please view the information in this article under PayPal Commerce Platform or Braintree.

Venmo is a digital wallet service available to users in the United States.  Bold Cashier supports Venmo through PayPal Commerce Platform.

To see how to set up Venmo, please view the information under PayPal Commerce Platform.

Currently, all supported payment gateways are listed above. If you are looking to request an integration with a payment gateway not listed, please connect with our Partners Team to inquire if the integration could be built into your store.

Yes. You are able to change the bank account that is linked within your payment processor. This change will not affect how Bold Cashier works on your store, and you will not have to make any adjustments within Cashier specifically.

To make this adjustment, please log into the account you have with your payment processor and update your bank details there.