Bold Cashier General Settings

 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.

Overview

This article will outline all of the different settings within the Bold Cashier's General Settings section, as well as how they can be properly set up.

Select the option in which you are interested to learn more about:

  • Logo
  • Appearance
  • Checkout Process
  • Custom Checkout Hostname 

 


 

Test Cashier

From this section, you are able to test Cashier on alternative backup themes on your store. This will ensure that all your testing does not affect your live store.

For more information on Testing Cashier on an unpublished theme, please review our Place a Test Order with Bold Cashier article.

  


 

By default, your store's name appears as the text at the top of the Cashier checkout page. This can be replaced by uploading a logo image of your choosing.

Note: You can upload a still image file (.jpeg, .png, .bmp, .svg) or a GIF as your logo. Your logo cannot be larger than 600x200px and/or 2MB.

You're also able to upload a favicon, which appears in the left corner of a browser tab.

Select the text below to view instructions on adding a logo or favicon to Bold Cashier.

Add a Logo

Adding a logo to your Cashier checkout will replace the text with your store's name at the top of it.

To add a logo in Cashier, please follow these steps: 

  1. From within Bold Cashier, select SettingsGeneral 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.
 Storefront Example

(No logo added)
Screen_Shot_2020-08-06_at_9.31.37_AM.png


(Logo added)
Screen_Shot_2020-08-06_at_9.30.49_AM.png 

 


 

Add a Favicon

Bold Cashier provides you with the ability to upload your own favicon to use in the checkout.

Favicons are the icons that display within a browser tab to indicate which page you're currently viewing:

hom_depot_favicon.png

To add a favicon to Cashier's checkout, please follow these steps:

  1. From within Bold Cashier, select SettingsGeneral Settings.
  2. Scroll down to the Logo section, and select Upload File under Favicon.
  3. Select a file that contains the Favicon.

    Note: Your favicon image must be a .PNG file, no larger than 512KB and can be up to 256x256 pixels. The favicon will be resized to the correct size (generally 16x16).

  4. Select Save.

 


 

Appearance

From within this area of the General Settings section, you are able to choose the design of the checkout page.

This allows you to select between a traditional three-page checkout, or a more condensed one-page checkout experience.

 

A three-page checkout will split the checkout experience into three sections:

  1. Customer Information
    1. This page contains forms for a customer's email address, shipping information, and billing address, as well as the newsletter sign-up checkbox if you have this enabled.
  2. Shipping Method
    1. This is where customers will choose from the shipping options you've made available.
  3. Payment Method
    1. Customers will choose their method of payment and complete their purchase here.

 

A one-page checkout has all of the above information for the three-page checkout laid out on one page.

 Pro-Tip

Custom CSS can be added within this area. If you'd like one of our partners to complete a paid customization on your store, please reach out to HeyCarson via this form.

 


 

Checkout Process

There are a number of settings under the "Checkout Process" section which allow you to customize how your checkout looks, and how people can interact with difference aspects of it.

To adjust Cashier's checkout process, please follow these steps:

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

For more detailed information on the settings, please click below.

Customer Account

Under Customer Account, the following two settings can be adjusted: 

Settings Brief description of what changes:
Require customers to be signed in before checkout Requires customers purchasing products on the storefront to log into an account on your store prior to accessing the app.
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: 

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

When an order is generated from the Cashier 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: 

Settings Brief description of what changes:
Optional Allows customers to enter a company name in Bold Cashier, 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 Cashier.

 

Phone Number

With this option, you're able to make it required for 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

You can delay payment capture for orders processed through Bold Cashier. Enabling this feature will authorize the payment, but not charge the customer 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. 

Note: Authorizations can only be held for a short period of time, which can vary depending on your payment gateway. Once the authorization has expired, we won't be able to capture payments. Reach out to your payment gateway to understand how long an authorization can be held.

 

Email Settings

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

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

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

Support email

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


Email Marketing

 Alert

Some countries have legislations that require a merchant selling to those countries comply with their anti spam regulations, including GDPR and CANSPAM. Please review these regulations to ensure you are complying with them.

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

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

Checks the newsletter checkbox by default. This sets all customers that place an order through Bold Cashier to automatically be signed up to your newsletter. 

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

Hidden

Removes the newsletter checkbox in Bold Cashier. 

 

Shipping Options

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

Settings 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 Cashier.
Most expensive first

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

 


 

Address Autocomplete

This section of the General Settings allows you to connect an address autocomplete tool to verify and autopopulate address fields within your checkout.

This integration helps with speeding up data entry time for your customers within the checkout, and also reduces errors with inputs such as phone numbers and cities.

For more information on setting up a Address Autocomplete Integration, please review our Third Party Integrations with Bold Cashier article. 

 


 

Custom Checkout Hostname Settings

By default, Bold Cashier's checkout URL will be displayed as cashier.boldcommerce.com/checkout.. on your store. From within the settings, you are able to make adjustments to how this appears on the checkout page of your store.

 

Change URL Alias for Cashier

Adjusting the Alias for Bold Cashier will change the default URL address.

For example, the bolded area within this URL: "https://cashier.boldcommerce.com/checkout/your-store"

This area can be adjusted by following these steps:

  1. From within Bold Cashier, navigate to Settings, then General Settings.
  2. Enter a new URL Alias.
  3. Select Save URL Alias.
  4. Once completed, Place a Test Order to see your URL alias.

 

Change Checkout Hostname

If you do not want customers to see the Cashier Checkout URL as cashier.boldcommerce.com/checkout.., or would rather show your store's URL, you can add a custom hostname URL in Bold Cashier.

Adding a custom hostname URL can only be done by adding a CNAME domain type into Bold Cashier, as only CNAME domain types can be used at this time. 

Visit Set a Custom Hostname for Bold Cashier for step-by-step instructions on how to do this.

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