Checkout Settings

This guide explains how Checkout Settings work in InkSoft and how they can be used to customize the final step of the online purchasing experience. It covers the available checkout options, customer information and payment settings, and other configuration choices that help create a smooth, efficient, and user-friendly checkout process while supporting your business needs.
 

This can be accessed from Store Admin > Store Settings > Checkout Settings.

Customer Payment

• Required: This will require payment by the customer during checkout, before the order can be placed. Please note, in order to use this option, a payment processor must first be enabled, in your payment settings.
• Optional: The payment processor enabled and 'Arrange Payment Later' will both be options during checkout. If 'Arrange Payment Later' is chosen, you will invoice or arrange payment options with the customer directly, but the order can still be placed.
• Disabled: Payment is disabled and will not be collected during checkout, but an order can still be placed.
   

Accept Purchase Orders

Allows customers to checkout with a purchase order number and optional purchase order upload.

• Only from customers I allow: You can enable the ability for individual customers to checkout with a purchase order. 
• From any customer: Allows any customer to checkout with a purchase order. 
   

Purchase Order Attachments

• Disabled: Do not prompt for upload of purchase order
• Required: Require upload of purchase order
• Optional: Make upload of purchase order optional
   

Allow customers to add a Gift Message to their order

If you wish to allow for customers to add a gift message to orders you can enable this using the ON/OFF toggle. Note: Gift messages will appear on the packing slip so the receiver will see the message. 

 

Display Estimated Delivery Date

You can choose whether or not to give your customers an estimate for when orders that are shipping will arrive to their destination.

Tax Exempt

If the store you are operating is tax exempt, you can make that selection here. 

Taxable Locations

This setting establishes the taxable location(s) your company does business in, that are created in the Taxation area of the Admin Portal. Ensure that these locations are established before you start taking orders, as the assigned locations assist in charging sales tax on orders. You can establish new locations, if necessary, by selecting the Manage Locations under the location drop down. To learn how to create the location, you can look at our guide here. 

InkSoft will not provide tax advice for liability reasons. Please consult a tax professional to be certain you are operating under your jurisdictional tax rules and regulations.

Automate Abandoned Cart

If you want to have the system send an abandoned cart email to customers that still have a pending cart, you can enable this using the ON/OFF toggle. Learn more about abandoned cart feature here!