Using & Managing Customer Accounts with Cashier

This article outlines how to add, enable, navigate, and manage customer accounts in Bold Cashier.

When a customer chooses to save their credit card for future orders in the Cashier checkout, they will be listed in Bold Cashier's admin under Customers. The customer will then have a profile within Bold Cashier no matter if they have a Shopify customer account.

Customers in Cashier are otherwise connected to their Shopify account and profile. Whenever a customer is logged into their Shopify customer account, they will be able to use the stored credit cards associated with that email in Bold Cashier.

 Caution

This article is specific to Bold Cashier on Shopify. If your store is using Bold Checkout, please visit the articles relevant for BigCommerce, WooCommerce, or commercetools, here.

 


 

Enable Customer Accounts

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

  1. From the Shopify 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 through Bold Cashier, a customer profile will be created in Shopify. If the customer profile already exists, the order will simply be added to the customer's pre-existing profile.

Customers can still create a Shopify customer account when Cashier is installed. When a customer chooses to save a credit card, they will then be added to the customer page in Bold Cashier.

Customers cannot be manually added into Bold Cashier.

 


 

Search a Customer

Bold Cashier offers built-in search functionality so you to find your customers more easily by searching the customer's name or email address.

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

 


 

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.

  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. 

  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 make another purchase 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 will instead need to completely delete and re-add the card while on the checkout page.

If a customer doesn't want to go through the hassle of deleting and re-adding a card or billing address , the existing card can be updated by you in the Bold Cashier admin. 

  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 isn't able to remove the card from the Bold Cashier's checkout page themselves, you can remove the card on their behalf from within the Bold Cashier admin. 

  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

  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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