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Using & Managing Customer Accounts with Cashier

Alexa
Alexa
  • Updated

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

When a Cashier customer decides to save their card for future orders, they will be listed within Cashier under Customers no matter if they have a Shopify customer account. Customers in Cashier are otherwise connected to the customer account they have on Shopify.

Whenever customers are logged in to their Shopify customer account, they'll be able to use their stored credit card associated with the account in Bold Cashier.

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

 


 

Before customers can start creating their own accounts, the accounts must be enabled within both Shopify and Bold Cashier first.

When customer accounts are disabled in Shopify but marked as required in Cashier, customers will not be able to checkout. Instead, they'll 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).

    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.

 


 

Customers cannot be manually created within Bold Cashier.

When customers opt in to saving their credit card details during Bold Cashier's purchase process, a Shopify customer account will be created for them. If a Shopify customer account already exists, the order will simply be added to the customer's pre-existing account.

Bold Cashier does not take full control over your customer's accounts - customers can still create a Shopify customer account even when Cashier is installed.

 


 

  1. From within Bold Cashier, select Customers
  2. Select the Search field and enter your customer's name or email address.

 


 

Because Bold Cashier becomes the primary checkout when enabled, you can manage your customer's credit card details directly within Bold Cashier - like adding a new card.

  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.

 


 

Because Bold Cashier becomes the primary checkout when enabled, you can manage your customer's credit card details directly within Bold Cashier - like changing a customer's default credit card.

Customers can change their own default card while checking out through Bold Cashier, or you may do this for them through the Bold Cashier app admin.

To make this adjustment on behalf of your customer(s), please follow the steps below:

  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 no other card is available, please visit Adding a New Card above for steps on adding a new card.

  5. Select Save changes.

 


 

Customers cannot edit an existing card while in the Cashier checkout. Instead, customers need to completely delete and re-add their card in order to update it.

You may do this for them through the Bold Cashier app admin as well.

To make this adjustment on behalf of your customer(s), please follow the steps below.

  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.

 


 

Because Bold Cashier becomes the primary checkout when enabled, you can manage your customer's credit card details directly within Bold Cashier - like deleting a customer's credit card.

Customers can delete their own card while checking out through Bold Cashier, or you may do this for them through the Bold Cashier app admin.

To make this adjustment on behalf of your customer(s), please follow the steps below:

  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.

 


 

Cashier customers are automatically connected to their Shopify customer accounts.

Whenever a customer is logged into their Shopify customer account, they can use their stored credit cards during purchase, reset their password, and more.

Customers can request to reset their Shopify customer account password when attempting to log in to your store, or after they've logged in. This will display on the Shopify customer account page.

 


 

  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.