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Cashier Settings Guide

smilepayz teamsAbout 2 min

Cashier Settings Guide

The Cashier Settings feature allows merchants to customize their payment link display interface. This guide provides comprehensive instructions for configuring your payment page appearance and functionality.

🚀 Overview

Cashier settings enable merchants to:

  • Customize payment page branding
  • Configure visual appearance
  • Set up quick start options
  • Manage payment method sorting
  • Enhance user experience

📋 Prerequisites

Before configuring cashier settings, ensure you have:

  • ✅ Active merchant account
  • ✅ Access to Settings section
  • ✅ Proper account permissions
  • ✅ Brand assets ready (logo, colors)

⚙️ Configuration Process

Step 1: Access Cashier Settings

  1. Navigate to Dashboard

    • Log in to your merchant dashboard
    • Locate the "Setting" section
    • Click on "PaymentLink Display"
  2. Access Configuration Panel

    • You will be redirected to the cashier settings interface
    • All customization options will be available

Cashier Settings Interface

🎨 Customization Options

Logo Configuration

  • Upload Logo: Add your company logo to the payment page
  • Logo Requirements:
    • Format: PNG, JPG, SVG
    • Size: Recommended 200x200px
    • File size: Maximum 2MB
  • Display: Logo appears at the top of payment page

Theme Color Settings

  • Primary Color: Set your brand's primary color
  • Secondary Color: Configure accent colors
  • Color Picker: Use the color picker tool
  • Preview: Real-time preview of color changes
  • Accessibility: Ensure color contrast meets standards

Quick Start Configuration

Indonesia Support

Quick Start feature is currently only available for Indonesia merchants.

Quick Start Options:

  • Enable/Disable: Toggle quick start functionality
  • Default Amounts: Set predefined payment amounts
  • Popular Options: Configure frequently used amounts
  • User Experience: Streamline payment process

Payment Method Sorting

  • Custom Order: Arrange payment methods in preferred order
  • Priority Setting: Set high-priority payment methods
  • User Preference: Optimize for customer convenience
  • Regional Focus: Highlight local payment methods

🔧 Advanced Settings

Display Preferences

  • Language Settings: Configure display language
  • Currency Display: Set default currency format
  • Timezone Settings: Configure local time display
  • Mobile Optimization: Ensure mobile-friendly display

Security Features

  • SSL Certificate: Ensure secure payment page
  • Fraud Protection: Enable security measures
  • Transaction Limits: Set payment amount limits
  • Session Timeout: Configure session duration

📱 Mobile Experience

Responsive Design

  • Mobile Optimization: Automatic mobile adaptation
  • Touch-Friendly: Optimized for touch interfaces
  • Loading Speed: Fast page loading times
  • Cross-Platform: Works on all devices

User Interface

  • Clean Layout: Professional appearance
  • Easy Navigation: Intuitive user flow
  • Clear CTAs: Prominent call-to-action buttons
  • Progress Indicators: Show payment progress

⚠️ Important Considerations

Brand Consistency

  • Logo Quality: Use high-resolution logo
  • Color Harmony: Ensure brand color consistency
  • Typography: Maintain brand font guidelines
  • Visual Identity: Align with brand standards

User Experience

  • Loading Speed: Optimize for fast loading
  • Mobile First: Prioritize mobile experience
  • Accessibility: Ensure inclusive design
  • Error Handling: Clear error messages

Security Compliance

  • PCI Compliance: Maintain security standards
  • Data Protection: Secure customer information
  • Privacy Policy: Display privacy information
  • Terms of Service: Show terms and conditions

🔍 Troubleshooting

Common Issues

IssueSolution
Logo not displayingCheck file format and size
Colors not updatingClear browser cache
Mobile display issuesTest on different devices
Loading problemsCheck internet connection

Best Practices

Before Configuration

  • Prepare high-quality logo
  • Define brand colors
  • Plan payment method order
  • Test on multiple devices

During Configuration

  • Save changes frequently
  • Preview on different screen sizes
  • Test payment flow
  • Verify mobile experience

After Configuration

  • Test complete payment process
  • Verify all payment methods
  • Check mobile responsiveness
  • Monitor user feedback

📊 Analytics and Monitoring

Performance Tracking

  • Page Load Times: Monitor loading speed
  • Conversion Rates: Track payment completion
  • User Behavior: Analyze payment patterns
  • Error Rates: Monitor technical issues

Optimization

  • A/B Testing: Test different configurations
  • User Feedback: Collect customer input
  • Performance Metrics: Monitor key indicators
  • Continuous Improvement: Regular updates

📞 Support Information

For assistance with cashier settings:

  • Technical Support: For configuration issues
  • Design Team: For branding assistance
  • Customer Service: For general inquiries
  • Documentation: For detailed guides

Note: Cashier settings significantly impact user experience and conversion rates. Take time to configure settings properly and test thoroughly before going live.

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