Customizing the Settlement Form and Checkout Security Information

SHOPLINE allows you to customize the settlement form and security information displayed during the checkout process. This not only helps you create a checkout experience for your customers, but also builds trust with them.

Customizing the Settlement Form

Here's how to adjust the information customers need to provide at checkout:

1. From your SHOPLINE admin panel, go to Settings > Checkout settings.
   
2. On the Checkout settings page, scroll down to the Settlement form section to configure the following options:

• • Full name:
    • Enter name in full: A single field is displayed. This option is aligned with Asian naming conventions.
    • Enter first and last names separately: Separate fields for first name and last name are displayed. This option is aligned with European and American naming conventions.
    • Enter first and middle names (optional), and last name separately: This option is aligned with European and American naming conventions and also reduces the amount of fields needed to be filled in.
  • Company name: Make it required, optional, or hidden depending on your customer base.
  • Address line 2 (Apartment building, industrial unit): Make it required, optional, or hidden depending on your customer base.
  • Zip/Postal code validation: Check the box to verify postal codes based on the customer's country or region  and its format. For details, refer to Postal code validation.
  • Mobile phone number: Make it required, optional, or hidden depending on your customer base.
  • Order note: Make it optional or hidden depending on your customer base.
  • Billing address: Check the box to automatically set the shipping address as the billing address, saving customers time. Customers can still choose to enter a different billing address.
  • Autofill features: Enable this feature to provide address suggestions as customers fill out shipping and billing information.
  • Advanced address settings: This allows you to customize address fields to match specific country or region’s format and data. Click the Manage button that appears after you check the box to create/edit the address template or modify the address data.

Customizing the Checkout Security and Trust Information

To customize the payment security and after-sales guarantee information of your store displayed on the checkout page, follow the steps below:

1. From your SHOPLINE admin panel, go to Settings > Checkout settings.
   
2. Scroll down to the Checkout security section. Check the boxes to display security and trust information, as well as an after-sales guarantee description, on the checkout page. Once selected, the available fields and options will appear.
   

• • Display security and trust information at checkout: 
    
    • Enter security information: Provide details about your payment security measures here.
    • Payment security icon: Choose whether to display no icon, the default icon, or a custom image.
  • Display after-sales guarantee information at checkout: Add information about your after-sales guarantees to build customer trust.