Checkout

View accurate promotion discounts throughout checkout

Where to find it: Storefront → Cart → Checkout

When you'd use this: When customers add items with active promotions to their cart and proceed through checkout, they'll see consistent discounted pricing from cart through to the payment step.

What you need first:

• Checkout enabled for your store
• Active promotions configured (automatic or code-based)

Using it day-to-day:

When a customer adds items with promotions applied:

1. The discount appears correctly in the cart view showing the reduced price
2. As the customer proceeds through checkout and selects delivery options, the discounted price remains accurate
3. At the payment methods step, the basket preview displays the discounted price and shows the discount as a separate line item
4. Price consistency is maintained from cart through all checkout steps
5. When promotions expire or are released during checkout, the system processes this correctly regardless of whether a shipping address has been added

Troubleshooting:

• Discount amounts not updating after changing custom fields — If you've configured pricing criteria custom fields and the customer updates them during checkout, the system recalculates prices including any active promotions. The updated pricing will reflect throughout the checkout session.

Apply promo codes at checkout

Where to find it: Storefront → Checkout → Order Summary

When you'd use this: When customers want to apply a promotional code to their order during checkout to receive a discount or special offer.

What you need first:

• Checkout enabled for your store
• Promotional codes configured in your store

Using it day-to-day:

When a customer applies a promo code:

1. The customer enters the promo code in the order summary section at checkout
2. The customer clicks Apply
3. If the code is valid and applicable to their order, the discount appears in the order summary and the total updates
4. If the code is invalid, expired, or cannot be applied to their order, an inline error message appears next to the promo code field: "This promo code can't be applied"
5. The customer can remove an applied promo code by clicking the remove option next to the code
6. Multiple promo codes can be applied if your store's promotion rules allow it

Troubleshooting:

• "This promo code can't be applied" message appears — The promo code may be invalid, expired, already used, or doesn't apply to the items in the cart. Check the promotion's configuration and eligibility rules. Verify the code was entered correctly and hasn't reached its usage limit.

Complete checkout when delivery date custom fields are optional

Where to find it: Storefront → Checkout

When you'd use this: When you've configured date picker custom fields for delivery dates but want to allow customers to complete checkout without selecting a date.

What you need first:

• Checkout enabled for your store
• Date picker custom fields configured for order or delivery information
• Unavailable periods configured (if restricting certain delivery dates)

Using it day-to-day:

When a customer proceeds through checkout:

1. If you've configured a date picker custom field as optional, customers can leave it blank
2. The checkout continues successfully even when no date is selected
3. If you've set up unavailable periods for delivery dates, the system only validates against those periods when the customer has actually selected a date
4. Empty custom fields don't appear on the order confirmation or order details pages, keeping the display clean and showing only the information customers provided

Troubleshooting:

• "Checkout cannot proceed as an unavailable period has been configured for the selected shipping date" appears when no date is selected — This message should only appear when a customer selects a date that falls within a configured unavailable period. If customers see this error when they haven't selected any date, contact support as the system should allow checkout to proceed when optional date fields are left empty.

Access checkout with multiple default addresses

Where to find it: Storefront → Checkout

When you'd use this: When customers have saved addresses in their account and proceed to checkout. The system selects one default address to use during checkout.

What you need first:

• Checkout enabled for your store
• Customer accounts with saved addresses enabled

Using it day-to-day:

When a customer proceeds to checkout:

1. The system automatically selects one default address for delivery
2. The checkout page loads successfully with the selected address pre-filled
3. Customers can change to a different saved address or add a new one during checkout

Troubleshooting:

• "Request failed with status 500" error when loading checkout page — If a customer sees this error and cannot access checkout, it may be related to their saved addresses. Contact support with the customer's email address so the platform team can resolve any address configuration issues in their account.

Complete checkout as a guest user

Where to find it: Storefront → Checkout

When you'd use this: When guest customers (those not logged into an account) proceed through checkout and need to add shipping and billing addresses to complete their order.

What you need first:

• Checkout enabled for your store
• Guest checkout enabled for your storefront

Using it day-to-day:

When a guest customer proceeds through checkout:

1. The customer adds items to their cart without logging in
2. At checkout, they enter a new shipping address including street address, suburb, city, country, state, and postal code
3. They add a billing address using the same process
4. The system processes the new addresses and allows the customer to select shipping options
5. If you have order custom fields with date pickers and unavailable periods configured, the system validates selected dates against those unavailable periods using default customer settings
6. Checkout proceeds successfully with the newly entered address information

Troubleshooting:

• "Request failed with status 500" error when adding a shipping address as a guest — If guest customers encounter this error when entering their shipping address, contact support with details about when the error occurred. The system should accept new addresses from guest users during checkout.
• "No username provided" error when continuing from shipping to payment as a guest — If guest customers encounter this error when you have unavailable periods configured on order custom fields, contact support. The system handles unavailable period validation for guest users by applying default customer settings.

Sign in or continue as guest from the login page

Where to find it: Storefront → Login page (accessed via the user icon in the storefront header)

When you'd use this: When customers land on the login page and need to either sign in to their account or proceed to the storefront as a guest without authenticating.

What you need first:

• Checkout enabled for your store
• Guest checkout enabled for your storefront (if allowing guest access)

Using it day-to-day:

When a customer accesses the login page:

1. The customer enters their email and password to sign in to their account
2. The system validates the email format and requires a password
3. After successful sign-in, the customer returns to the storefront in a signed-in state
4. Alternatively, the customer can click "Continue as guest" to return to the storefront without authenticating
5. The login page also provides a "Forgot password?" link to reset account credentials and an "Apply for a dealer account" link for customers who need B2B access

Using it day-to-day (signed-in customers):

Once authenticated:

1. The customer's signed-in state is maintained throughout their session
2. During checkout, the system suppresses the "Already have an account?" prompt since the customer is already authenticated
3. The customer can access their saved addresses and account information

Proceed to payment with custom fields or promotions

Where to find it: Storefront → Checkout → Continue to Payment

When you'd use this: When customers complete the shipping step and proceed to the payment step during checkout. The system handles custom field values and promotion codes correctly during this transition.

What you need first:

• Checkout enabled for your store
• Custom fields configured for checkout (if applicable)
• Promotions configured (if applicable)

Using it day-to-day:

When a customer proceeds from shipping to payment:

1. The customer selects their shipping method and any required custom field values
2. The customer clicks continue to payment
3. The system processes the checkout information including any custom field values or applied promotions
4. The payment step loads successfully showing the order summary with accurate pricing

Troubleshooting:

• "null is not an object" or "Cannot read properties of null" error when continuing to payment — The system handles empty or undefined values in custom fields and promotion codes during checkout. If customers encounter these errors intermittently, they should refresh the page and try again. The errors typically resolve on retry. If the error persists after multiple attempts, contact support with the customer's order details and when the error occurred.

Complete checkout when account credit reduces order total to zero

Where to find it: Storefront → Checkout → Payment Methods

When you'd use this: When customers redeem account credit or store credit that reduces their order total to exactly $0.00 and need to complete checkout without making a payment.

What you need first:

• Checkout enabled for your store
• Account credit or store credit enabled for customers
• Payment methods configured

Using it day-to-day:

When a customer redeems account credit during checkout:

1. The customer proceeds to the payment step and applies account credit to their order
2. If the credit reduces the order total to exactly $0.00, the system allows checkout to complete without requiring a payment method selection
3. If the credit reduces the order total to any amount greater than $0.00, the customer selects a payment method for the remaining balance
4. The system processes the order successfully regardless of whether the final total is $0.00 or a small remaining balance
5. Payment surcharges don't apply when the order total is $0.00 after credit is applied

Troubleshooting:

• "The payment method is currently unavailable" error when order total is $0 after applying credit — If customers see this error when their account credit reduces the order total to exactly $0.00, try proceeding with checkout without selecting a payment method. If the error persists, contact support with the customer account details and the order total before and after credit application.

Complete checkout with duplicate items in cart

Where to find it: Storefront → Cart → Checkout

When you'd use this: When customers add the same product to their cart multiple times as separate line items, either by adding it from different pages or by selecting it as both a standalone product and as a variant selection. The system processes these duplicate items correctly through checkout.

What you need first:

• Checkout enabled for your store

Using it day-to-day:

When a customer has the same item code added multiple times as separate cart lines:

1. The customer adds a product to their cart from one location (such as a product listing page)
2. The customer navigates to a different page and adds the same item with variant selections or from a different entry point
3. Both items appear as separate line items in the cart, even though they share the same item code
4. The customer proceeds through checkout without encountering errors
5. The system tracks each line item separately and applies correct pricing and tax calculations to each
6. Checkout completes successfully with all items included in the order

Troubleshooting:

• "Checkout failed due to an unexpected error" when cart contains the same item multiple times — If this occurs, try removing one of the duplicate line items and proceeding through checkout. If the issue persists after consolidating duplicate items, contact support with details about which products were in the cart.

View available payment methods with multi-cart enabled

Where to find it: Storefront → Checkout → Payment Methods

When you'd use this: When you have multi-cart functionality enabled for your store and customers need to see and select from available payment methods at checkout. Multi-cart allows customers to maintain separate carts for different delivery locations or order types.

What you need first:

• Checkout enabled for your store
• Multi-cart functionality enabled
• Payment methods configured (such as On Account, Credit Card, or other processors)

Using it day-to-day:

When a customer with multi-cart enabled proceeds to the payment step:

1. The customer completes the shipping step and continues to payment methods
2. The system retrieves the correct cart information including the cart reference to ensure the right cart is processed
3. Available payment methods display correctly at the payment step
4. The customer can select their preferred payment method and complete the order

Customize the place order button styling

Where to find it: Storefront → Checkout → Payment Methods

When you'd use this: When you want to customize the appearance of the place order button at the payment step to match your store's brand, including button color, text color, font family, border radius, and other visual properties.

What you need first:

• Checkout enabled for your store
• Access to your storefront's CSS custom properties configuration

Set it up:

Configure the following CSS custom properties in your storefront to control the place order button appearance:

• --cb-payment-button-background — The button's background color
• --cb-payment-button-color — The button's text color
• --cb-payment-font-family — The font family used for button text
• --cb-payment-button-radius — The border radius for button corners
• --cb-payment-button-font-size — The font size for button text
• --cb-payment-button-font-weight — The font weight for button text
• --cb-payment-button-padding — The padding inside the button
• --cb-payment-button-border — The button's border style
• --cb-payment-button-shadow — The button's box shadow

Using it day-to-day:

When a customer proceeds to the payment step:

1. The place order button displays with your configured styling
2. The button appearance reflects the custom properties you've defined for your store
3. The styling applies consistently across all payment processors
4. The button remains functional with your custom visual treatment

Hide prices throughout checkout for specific user groups

Where to find it: Admin → User Groups → Group Settings

When you'd use this: When you need to prevent certain customer groups from seeing pricing information throughout the entire shopping experience including cart and checkout, such as viewing-only accounts or customers who need to request quotes. This is a B2B feature.

What you need first:

• Checkout enabled for your store
• User groups configured
• Admin access to user group settings

Set it up:

1. Navigate to the user group configuration in your admin panel
2. Select the user group you want to configure
3. Enable the "Hide All Prices" setting for that group
4. Save your changes

Using it day-to-day:

When customers in a user group with price hiding enabled proceed through checkout:

1. Prices are hidden throughout the cart and checkout experience
2. Individual product prices, line item totals, unit prices, taxes, and the price summary don't display
3. The checkout process continues to work, allowing customers to proceed through address selection, shipping, and payment steps
4. Once an order is placed, the system processes it normally with pricing applied on the backend

Control checkout access for B2B user groups

Where to find it: Admin → User Groups → Group Settings

When you'd use this: When you need to restrict specific B2B user groups from placing orders through checkout, such as viewing-only accounts or customers who need manager approval before ordering. This is a B2B feature that controls whether group members can complete checkout.

What you need first:

• Checkout enabled for your store
• B2B user groups configured
• Admin access to user group settings

Set it up:

1. Navigate to User Groups in your admin panel
2. Select the user group you want to configure
3. Turn on or off the "Allow ordering" setting for that group
4. Save your changes

Using it day-to-day:

When the "Allow ordering" setting is enabled for a user group:

1. Customers in that group can add items to their cart
2. The checkout button displays in the cart and cart sidebar
3. Customers can proceed through the checkout flow and complete orders

When the "Allow ordering" setting is disabled for a user group:

1. Customers in that group can still browse products and add items to their cart
2. The checkout button is replaced with a message in both the cart page and cart sidebar indicating that checkout is not available
3. If a customer attempts to navigate directly to the checkout page, the system redirects them back to the cart
4. Customers cannot complete orders until an administrator enables ordering for their user group

Troubleshooting:

• Customer reports they cannot see the checkout button — Check the customer's user group settings to confirm that "Allow ordering" is enabled for their group. If the setting needs to be enabled, the customer will be able to checkout once you save the change.

Configure which delivery address fields display in checkout

Where to find it: Admin → Checkout Form → Delivery Address section

When you'd use this: When you need to control which address fields customers see when they select a saved delivery address from their address book during checkout, and the order in which those fields appear. The configuration applies to both the shipping address dropdown during checkout and the shipping address display on the order completion page.

What you need first:

• Checkout enabled for your store
• Admin access to checkout form configuration

Set it up:

1. Navigate to the

Display user info from new shipping addresses on order confirmation

Where to find it: Storefront → Order Confirmation Page and Order Confirmation Emails

When you'd use this: When customers enter a new shipping address during checkout and include user information fields such as first name, last name, or company name. This information displays on the order confirmation page and can be included in order confirmation email templates.

What you need first:

• Checkout enabled for your store
• User info fields configured

Retain customer-selected delivery addresses throughout checkout

Where to find it: Storefront → Checkout → Shipping Address

When you'd use this: When customers select a specific delivery address from their saved addresses during checkout. The system preserves the customer's address selection as they move through checkout steps, even if they select shipping methods or make other changes.

What you need first:

• Checkout enabled for your store
• Customer accounts with saved addresses enabled

Using it day-to-day:

When a customer proceeds through checkout with multiple saved addresses:

1. The customer selects their preferred delivery address from their address book at the shipping step
2. The customer selects a delivery method and continues to the next step
3. The system preserves the customer's chosen delivery address throughout the checkout process
4. The selected address remains consistent across all checkout steps and appears correctly on the order confirmation page
5. If the customer returns to edit their order or navigates between checkout steps, the address they selected stays in place

Troubleshooting:

• Delivery address changes to a different saved address after selecting shipping method — If the delivery address unexpectedly changes to your billing address or default shipping address after you select a delivery method, contact support. The system should preserve whichever delivery address you explicitly selected during checkout.

Enforce minimum order values throughout checkout

Where to find it: Storefront → Cart → Checkout

When you'd use this: When you've configured minimum order values for your store or for specific customers. The system validates that the customer's cart total meets the minimum requirement before allowing checkout to proceed, regardless of how the customer accesses the checkout page.

What you need first:

• Checkout enabled for your store
• Minimum order value configured at the store level or customer level

Using it day-to-day:

When a customer attempts to checkout:

1. The system checks the cart total against the configured minimum order value
2. If the customer has a customer-specific minimum order value configured, that takes precedence over the store-level setting
3. The minimum order value calculation uses the subtotal, or subtotal plus tax if you've enabled tax