Customize the Bold Checkout Process

Overview

Bold Checkout offers many different options for how the built-in checkout process looks for your customers, and aligns with your stores branding. This can include requesting information from your customers such as their company name, phone number, allowing delayed payment capturing, and enabling email marketing.

To adjust the checkout process within Bold Checkout, please follow these steps:

  1. From within Bold checkout, select Settings, then General Settings.
  2. Under "Checkout Process", change the desired settings.


 
Customer Account


Under Customer Account, the following setting can be enabled or disabled:
 

The Setting Brief description of what changes:
Send your customer an invite to create an account on your store Sends an account creation invitation to the customer after a successful purchase. This email will only send to the customer if they purchased an order using a guest account.

 


Order Status


Under Order Status, one of the following two settings can be selected: 

The Setting Brief description of what changes:
Unfulfilled When an order is generated from the Checkout checkout, the order will be generated as unfulfilled by default. 
Fulfilled

When an order is generated from the checkout, the order will be generated as fulfilled by default.

 

Company Name Information


Under Company Name Information, one of the following three settings can be selected: 

The Setting Brief description of what changes:
Optional Allows customers to enter a company name in Bold Checkout, but is not mandatory.
Required

Changes the Company Name field to be required for customers to fill in before progressing further.

Hidden

Removes the Company Name field from Bold Checkout.

 

Phone Number

Under Phone Number, you can enable an option that requires customers to enter their phone number before being able to progress further into the checkout. 

This setting can be useful if you need to call the customer at any point after an order has been generated, such as during the fulfillment process. 

 

Delayed Payment Capture

Under Set up delayed payment capture, you can enable an option that delays payment capture for orders processed through Bold Checkout. Enabling this feature will authorize the payment, but not charge the customer right away until the order has been marked as fulfilled in your Shopify admin. 

This setting can be useful if you do not want to charge your customers immediately after the order has been processed. If you do not ship out the order on the same day that the order has been processed, enabling this feature allows you to charge the customer on the same day that you are shipping out the order by changing the status of the order from unfulfilled to fulfilled in your Shopify admin. 

 

Email Settings

Under Email Settings, there are three email settings that can be adjusted: 

The Setting Brief description of what changes:
Notification email Changes the email that receives automated notifications from Bold Checkout, such as failed payment captures.
From email

Changes the email that is used for all of the outgoing emails that Bold Checkout sends to your customers. 

Support email

Changes the email address that is displayed on the order confirmation email page that is sent to your customers after an order has been successfully generated.

 

Email Marketing

Under Email Marketing, one of the three following settings can be selected: 

The Setting Brief description of what changes:
Unchecked by default Sets the newsletter checkbox in Bold Checkout as unchecked by default, allowing customers to voluntarily signup for your newsletter. 
Checked by default

Sets the newsletter checkbox in Bold Checkout as checked by default. This sets all customers that purchase an order through Bold Checkout to automatically be signed up to your newsletter. 

Customers can voluntarily choose to opt-out of the newsletter by un-selecting the newsletter checkbox in Bold Checkout. 

Hidden

Removes the newsletter checkbox in Bold Checkout. 

 

Shipping Options

Under Default Shipping Options, one of the two following settings can be selected: 

The Setting Brief description of what changes:
Least expensive first Shipping options will be displayed from least expensive to most expensive on orders that have multiple shipping options in Bold Checkout.
Most expensive first

Shipping options will be displayed from most expensive to least expensive on orders that have multiple shipping options in Bold Checkout.

After making changes to any of these sections, select Save at the bottom of Checkout Process.

 

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