Set up Bold Checkout

Ready to get started with Bold Checkout on BigCommerce? By following this comprehensive guide, you will be ready to sell in no time at all.

Please select an option below to view more information.

 


 

  1. Navigate to the Checkout page on the Bold Commerce website.
  2. Select Contact Sales.
  3. Enter your contact and store information into the prompts.
  4. Select Contact Bold Commerce.

Once the contact form has been filled out and submitted, it will be sent over to our sales team for evaluation and further contact.

Our sales team will provide you with further instructions on how to install Bold Checkout on your BigCommerce store.

In order to accept payment, you must setup and connect a payment gateway to Bold Checkout. The payment gateway is how your customers will pay for their order(s) as well as where their credit card info will be securely stored.

  1. Within the BigCommerce admin, select Apps.
  2. Select Bold Checkout.
  3. Select Payment Options, then Payment Gateways.
  4. Select Connect Gateway, next to the payment gateway you would like to set up.
  5. Add the required Payment Gateway information (username, password, API token, etc).
  6. Select OK.

Please visit Connect a Payment Gateway to Bold Checkout for more information.

Shipping zones determine which countries and provinces / states your store is able to ship to. You can create as many of your own shipping zones within Bold Checkout as you need.

  1. From the BigCommerce admin, select Apps.
  2. Select Bold Checkout.
  3. Select Shipping, then Shipping Zones.
  4. Select Create Zone.
  5. Enter a zone name, and select the country/countries that this zone should apply to.
  6. Under Carrier, select your desired carrier.
  7. Select Flat Fee or Percentage of Live Shipping Rate. (optional)
  8. Enter a number to increase the shipping rate by. (optional)
  9. Select Add.
  10. Select Save.

Please visit Create Shipping Zones in Bold Checkout for more information.

Bold Checkout uses the default tax rates for both Canada and the US, which are calculated at the most up-to-date rates we have available.

Your warehouse zone will determine how and where your taxes are calculated from.

  1. From the BigCommerce admin, select Apps.
  2. Select Bold Checkout.
  3. Select Payment Options, then Tax Settings.
  4. Under Charge Settings, select:
    • Include taxes in the price of my products; and / or
    • Add taxes to shipping cost.
  5. Select Create with Presets, or Create Custom Zone.
    • Create with Presents - Allows you to select predetermined tax rates on a per country basis.
    • Create Custom Zone - Allows you to set custom tax rates for a single or group of countries.

      Note: The Create Custom Zone setting is required for the US and Canada as they aren't listed within the North America preset region.

  6. Under Connect Tax Provider, select Connect. (optional)

Please visit Set Up Tax Settings in Bold Checkout for more information.

Bold Checkout uses an independent checkout process to charge your customers for their orders. Because of this, any discount codes you wish to offer on the storefront must be created within the Bold Checkout app.

 


 

Creating a Discount Code

  1. From the BigCommerce admin, select Apps.
  2. Select Payment Options, then Discount Codes.
  3. Select Create a Discount.
  4. Under Step 1, enter an internal discount name.
  5. Under Step 2, either enter a discount code or generate a discount code key.
  6. Under Step 3, select a discount type and if applicable, enter a discount amount.
  7. Under Step 4, select a discount code condition. (optional)
    • Use Limit for Discount Code - Allows you to limit the amount of times a discount code can be used in the checkout.
    • Use limit per customer - Allows you to restrict how many times a discount code can be used per customer.
    • Date Range - Allows you to set a date range when discount codes are enabled and disabled on your store.
  8. Select Save.

Please visit Discount Codes Overview & Setup in Bold Checkout for more information.

Because Bold Checkout uses its own checkout, the app has its own section for managing orders that are both processed, and abandoned, through the Bold Checkout. You may connect the app to Facebook Pixel or Google Analytics to track your customer's data throughout the checkout process.

 


 

Order Management

Orders purchased by customers through the Bold Checkout can be viewed within the Bold Checkout app admin under Orders > All Orders.

If an order fails to generate, a record of the error message will be created and stored in Bold Checkout.

 


 

Abandoned Cart Management

Customers who enter their name or email address in the checkout, then abandon their purchase, will be recorded inside of the Bold Checkout app admin under Orders > Abandoned Carts. Abandoned carts can only be viewed after the email templates have been activated and customized.

Every abandoned cart record includes the following information:

  • The date of the last update made by the customer in the checkout.
  • The customer's name.
  • The customer's email address.
  • A direct link to the customer's abandoned checkout.
  • A status & timestamp of whether & when an automated email was sent to the customer.

 


 

Audit Logs

Bold Checkout's audit logs outline changes that have been to the app.

  1. From the BigCommerce admin, select Apps.
  2. Select Bold Checkout.
  3. Select Account, then select Audit Logs.

Please visit Reports & Analytics in Bold Checkout for more information.

Add a Logo

Adding a logo will replace the text with your store's name in the checkout.

  1. From within Bold Checkout, select Settings General Settings.
  2. Scroll down to the Logo section, and select Upload File under Header.
  3. Select a file that contains your store's logo. 
  4. Select Save.

 


 

Checkout Process

The Checkout Process settings of Bold Checkout allow you to customize how your checkout looks, as well as how customers can interact with it.

  1. From within Bold Checkout, select Settings General Settings.
  2. Under Checkout Process, change the desired settings.
  3. Select Save at the bottom of Checkout Process.

Please visit Customization & Styling in Bold Checkout for more information.

Bold Checkout integrates with many different apps to provide you with additional functionality in the checkout. You can find the full list of integrations within the Bold Checkout app admin under Marketplace.

Please visit Integration Hub for Bold Checkout for more information.

We strongly recommend testing Bold Checkout before enabling it.

Bold Checkout's development mode allows you to process test orders through a "dummy" payment gateway, which doesn't charge anything against your credit cards. This is a great way to check out your checkout and familiarize yourself with the process.

 


 

Enable Development Mode

  1. From the BigCommerce admin, select Apps.
  2. Select Bold Checkout.
  3. Select Payment Options, then Payment Gateways.
  4. Select the toggle to enable Development Mode.
  5. Once Development mode has been enabled, you can proceed with placing a test order.

 


 

Place a Test Order

It's highly recommended placing a test order using Bold Checkout's development mode to avoid being charged real dollars during testing.

We also recommend considering different variables and scenarios when placing test orders, like gift cards, discount codes, credit cards, being logged in, etc. to ensure everything is setup properly.

Please visit Place a Test Order in Bold Checkout for more information.

Bold Checkout must be enabled within the app admin's General Settings before it can be used by your customers.

  1. From the BigCommerce admin, select Apps.
  2. Select Bold Checkout.
  3. Select Settings, then General Settings.
  4. Under Enable Bold Checkout, select Turn Bold Checkout On.

Because Bold Checkout's orders process through a different checkout, refunds must instead be done through the Bold Checkout app.

  1. From the BigCommerce admin, select Apps.
  2. Select Bold Checkout.
  3. Select Orders, then All Orders.
  4. Select the Refund button beside the order you wish to refund.
  5. Enter a Refund quantity.
  6. Enter a Restock quantity. (optional)
  7. Enter a $ amount next to Shipping refund if you would like to refund a full or partial shipping charge.
  8. Enter a refund reason.
  9. Select Send an email notification to the customer.
  10. Select Refund $XX.XX.

Please visit Refund an Order in Bold Checkout for more information.

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