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Checkout & customer portal settings

Set up checkout, the customer portal, returns, translations and custom scripts in your online store.

In the checkout and customer portal settings you can control how the checkout and the customer portal work and how they look. You can find the settings by going to Online Store > Settings > Purchasing > Checkout & customer portal: Edit. The settings are divided into four sections: Customer portal, Checkout, Returns and Advanced.

Customer portal

With the option Use the customer portal as the logged-in account you can enable the customer portal. When this setting is enabled, logged-in customers manage their contact details, orders, password, and wishlist in the portal. Log in and registration remain in the store.

Appearance

In the Appearance section you choose a preset style for checkout and the customer portal. The preset applies matching colors, typography, and corner styles, which you can customize below. The available presets are Standard, Atelier, Retail and Pulse.

You can also choose the following settings:

  • Use animations in checkout and the customer portal.

  • Use dark colors for the page background, surfaces, and text.

You can set these colors: Button color, Button text, Page background, Surface, Text and Muted text. You can also choose Heading font, Body font and Border radius (Square corners, Small, Medium, Large, Extra large, Fully rounded or Custom). For Logo and Background image you can add an image with the Select image button.

Checkout

Payment

Under Display payment methods you can choose Display only available payment methods or Display all payment methods.

Shipping

Under Display shipping methods you can choose Display only available shipping methods or Display all shipping methods.

Customer

In the Allowed customer types menu you can choose Person, Organization or Both.

You can also choose the following settings:

  • Require customer to agree to shipping policy adds a separate checkbox to the checkout, which allows the customer to accept the shipping policy. Otherwise, the checkout will only display a link to the policy and a text stating that the customer accepts them by confirming the order.

  • Require customers consent for handling personal data adds a checkbox to the checkout page to give consent to the processing of their personal data. When customers fill in their contact details on the checkout page, the data will be stored in your Finqu account. If you are selling in the EU, it is recommended to keep this setting enabled due to the EU:s GDPR regulations.

  • Require consent for digital content without a return policy

  • Show newsletter subscription adds a newsletter subscription checkbox to the Thank you for your order page, which allows customers to subscribe to your newsletter. If you do not use newsletters, it is a good idea to turn this option off.

  • Allow separate shipping address allows your customers to add an alternative shipping address on the checkout page.

Discount codes

In the Coupon claim menu you can choose Hide or Show coupon claim field.

The Enable multiple coupons in Checkout option allows you to choose whether customers can use multiple discount codes on the same order.

Reservation time

In the Products are reserved for the customer at checkout field you can set how long products are reserved for the customer at checkout (default 15 minutes). The reservation is made on products with a stock balance.

Returns

In the Returns section you can enable the return form and define how customers submit return requests. The Return settings card includes Enable return form, Require return reason, Require return description, Allow partial returns and Auto-approve returns. You can also choose Available return reasons, set Countries to Available in all countries or Limit to selected countries, and write Return instructions for each language.

More detailed instructions for enabling the return form: Enabling the return form / cancellation option.

Advanced

Translations

Under Translations you can edit the texts shown at checkout, such as headings and info texts. To open the editor:

  1. Go to the Advanced section and choose Edit in the Translations card.

  2. Select a language from the dropdown and search for texts with the Search field.

JavaScript

In the JavaScript section you can add your own JavaScript with the Add button. This opens the Select a target page dialog, where you choose a Target page (Frontpage, Thank you page or Both) and a Script category: Marketing, Analytics, Other or Necessary for the functionality of the store.

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