Using & Managing Customer Accounts with Cashier

Overview

When a customer places an order in the Bold Cashier checkout, if the customer chooses to save their credit card for future orders, they will be listed in Bold Cashier's admin under Customers. Whether or not they have an account on the Shopify store, the customer will have a profile within Bold Cashier.

The customers in Cashier are connected to the customer profiles and accounts in Shopify. This means that if a customer is logged in to their Shopify customer account, they will be able to use the stored credit cards associated with that email in Bold Cashier. 

In this help article, we are going to go over how to enable customer accounts in Bold Cashier, how a customer is added into the Bold Cashier admin, as well as how to navigate and manage customer information within the app. 

Enable Customer Accounts

If you would like to use customer accounts with Bold Cashier, you must enable this feature within Shopify as well as Cashier. If accounts are disabled in Shopify, and required in Cashier, customers will not be able to checkout, they will instead be sent back to your store's homepage. 

To use customer accounts with Cashier, please follow these steps:

  1. From Shopify's admin, select Settings.
  2. Select Checkout.
  3. Under "Customer accounts", select Accounts are required or Accounts are optional.
  4. Under "Form options", select the information you would like to collect for your customer accounts (ie. Name, Company, Address, Phone number).

    Select the form options

  5. Select Save.
  6. From within Bold Cashier, select Settings, then General Settings.
  7. Under "Checkout Process", select Require customers to be signed in before checkout (optional).

    Require Accounts

  8. Scroll to the bottom and select Save.

Customer Creation Process

When a customer places an order on your store through the Bold Cashier checkout the customer profile will be added to Shopify. If the customer profile exists already, the order will be added to the customer profile. Your customers can then create a customer account on your Shopify store. When a customer chooses to save a credit card, they will then be added to the customer page in Bold Cashier.

Customer credentials

Customers cannot manually be added into Bold Cashier.

Search a Customer

If you have a lot of traffic that goes through the Bold Cashier checkout, it can be hard to find a particular customer in the Bold Cashier admin when navigating through different pages. 

Bold Cashier has a built-in search function which allows you to enter a customer's name or email address to find a particular customer easier within the app. 

For more information on using the search functionality, please follow these steps: 

  1. From within Bold Cashier, select Customers
  2. Select the Search field and begin typing in a customer's name or email address. 

Once you have added a customer's name or email address, Bold Cashier will present you with some matches based on the text used in the search input.

Add a New Card to an Existing Customer

Bold Cashier allows you to enter a new payment method for an existing customer in the app. 

This can be useful if customers have issues adding a new card or would like a new card to be present in the checkout prior to purchasing an order on your store. 

For steps on adding a new card to an existing customer, please follow these steps: 

  1. From within Bold Cashier, select Customers.
  2. Select the Edit icon next to the customer you would like to add a new credit card to.
  3. Select New Credit Card.
  4. Enter the card's currency.
  5. Add the 16 digit card number, as well as the card expiry. 
  6. Enter the First Name.
  7. Enter the Last Name.
  8. Enter the Address.
  9. Enter the Apt, suite #, etc. (if applicable).
  10. Enter the City.
  11. Enter the Country.
  12. Enter the State/Province (if prompted).
  13. Enter the Zip Code/Postal Code (if prompted).
  14. Select the checkbox next to Use this as your default card if you want the new card to be the default card (optional). 
  15. Select Save Card.

Change the Default Card for an Existing Customer

If a customer would like a different card set as the default payment, the default card can be changed in the Bold Cashier admin, or on the Bold Cashier checkout page when a customer is placing an order on your store. 

If a customer would like the default payment to be changed prior to entering the checkout, the default card can be changed through these steps: 

  1. From within Bold Cashier, select Customers.
  2. Select the Edit icon next to the customer you would like to add a new credit card to.
  3. Select Change Defaults. 
  4. Select the radio button next to a card that you would like to set as the default card.

    Note: If another card is not available, please visit Add a New Card to an Existing Customer above for steps on adding a new card.

  5. Select Save changes.

Edit an Existing Card/Billing Address for an Existing Customer

If a returning customer attempts to purchase an order on your store, they may have entered a card or billing address that is outdated and needs to be updated. By default, customers cannot edit an existing card in the checkout. The customer would need to delete the card and re-add the card again in the checkout page. 

If a customer does not want to go through the hassle of deleting and re-adding a card or billing address again, the existing card can be updated in the Bold Cashier admin. 

For steps on updating an existing card, please follow these steps: 

  1. From within Bold Cashier, select Customers.
  2. Select the Edit icon next to the customer you would like to edit a card for.
  3. Select either Edit Card or Edit Billing
  4. Add the 16 digit card number, as well as the card expiry (only applicable if Edit Card was selected). 
  5. Enter the First Name.
  6. Enter the Last Name.
  7. Enter the Address.
  8. Enter the Apt, suite #, etc. (if applicable).
  9. Enter the City.
  10. Enter the Country.
  11. Enter the State/Province (if prompted).
  12. Enter the Zip Code/Postal Code (if prompted).
  13. Select the checkbox next to Use this as your default card if you want the new card to be the default card (optional). 
  14. Select Save Card.

Delete a Card for an Existing Customer

Customers may request to have their card removed from your store's checkout for several different reasons. If the customer is not able to remove the card from the Bold Cashier's checkout page, the card can also be removed from within the Bold Cashier admin. 

For steps on removing a card for an existing customer, please follow these steps: 

  1. From within Bold Cashier, select Customers.
  2. Select the Edit icon next to the customer you would like to remove a card from.
  3. Under the card that needs to be removed, select the grey "X" icon.
  4. Select OK.

Delete an Existing Customer

If a customer requests to be removed from your store, a customer can be manually deleted in Bold Cashier's admin through the following steps: 

  1. From within Bold Cashier, select Customers.
  2. Find the customer that you would like to delete by searching the customer's name or email address.
  3. Select the "X" icon next to the edit icon beside the customer in question. 
  4. Select OK.
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