You can define the content you want to display at checkout, such as company name, logo, store policies, customer service channels, and text for the Order Bump section.
The definition of the content displayed at checkout can be applied at 3 levels:
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Global Level: applies to the checkout of all registered products - default configuration;
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Product Level: applies to the product in question - overrides the settings in item 1;
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Offer Level: applies to the offer of the product in question - overrides the settings in items 1 and 2.
In this tutorial, whenever possible, you will be guided to perform the configuration at the global level (recommended). To configure other levels, go to the Checkout tab in the details of the product or offer in question.
On this page:
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Display company name at checkout
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Display customer service channels at checkout
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Add a logo to the checkout page
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Add a Favicon to the checkout page
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Add store policies
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Checkout Language
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Customize the Order Bump section
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Customize invoice description
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Enable automatic currency conversion
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Show price with tax included
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Audit
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How to filter the Audit list
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Before you begin, you need to…
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Be an administrator user or have permission to perform the following actions.
Display company name at checkout
You can configure your company or brand name information at the top of the checkout page.
Steps:
1 - According to the configuration level you want to apply:
1.1 - Global Level: go to Settings » Checkout.
1.2 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.
1.3 - Offer Level: go to Products » (desired product) » Offers » (desired offer) » Additional Settings » Checkout.
2 - Click on the Seller tab.
3 - Under Seller, enter the Store Name.
4 - After entering the information, click Send.
Display customer service channels at checkout
You can display up to 3 customer service channels for your company (WhatsApp, email, and Telegram) on the payment page so customers can get in touch if they have questions.
For each customer service channel entered, a corresponding icon is displayed on the checkout page.
Steps:
1 - According to the configuration level you want to apply:
1.1 - Global Level: go to Settings » Checkout.
1.2 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.
1.3 - Offer Level: go to Products » (desired product) » Offers » (desired offer) » Additional Settings » Checkout.
2 - Click on the Seller tab.
3 - Under Seller, enter the following details:
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Store Email: your store's email;
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Phone Number: your store's mobile number;
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Telegram Username: your Telegram username.
4 - After entering the information, click Send.
Add a logo to the Checkout page
You can add your company logo to display on Checkout Guru. On the desktop version, the logo will appear in the top left corner. For usability reasons, the logo is not displayed on the mobile. version.
Steps:
1 - According to the configuration level you want to apply:
1.1 - Global Level: go to Settings » Checkout.
1.2 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.
1.3 - Offer Level: go to Products » (desired product) » Offers » (desired offer) » Additional Settings » Checkout.
2 - Click on the Seller tab.
3 - Under Images/Logo, click on Select Image and choose your logo image.
Recommended image size: 1024x1024 pixels resolution (square).
4 - If necessary, use the editor to adjust the image and click Send.
If you wish, you can remove the applied logo by clicking on the trash can.
Add an Image/Favicon
You can change the Image/Favicon, the icon that appears on the browser tab, of your checkout page.
Steps:
1 - According to the configuration level you want to apply:
1.1 - Global Level: go to Settings » Checkout.
1.2 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.
1.3 - Offer Level: go to Products » (desired product) » Offers » (desired offer) » Additional Settings » Checkout.
2 - Click on the Seller tab.
3 - Under Image/Favicon, click on Select Image and select the desired image.
Recommended size: 16x16 pixels resolution.
4 - If necessary, use the editor to adjust the image and click Send.
If you wish, you can remove the applied favicon by clicking on the trash can.
Add store policies
You can add the following policies to your payment page:
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Terms of Use
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Privacy Policy
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Legal Notice
When you add store policies, the links associated with the terms of use and privacy policies are displayed in the footer of the checkout pages. Meanwhile, the legal notice text is displayed above the “Buy” button.
Steps:
1 - According to the configuration level you want to apply:
1.1 - Global Level: go to Settings » Checkout.
1.2 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.
1.3 - Offer Level: go to Products » (desired product) » Offers » (desired offer) » Additional Settings » Checkout.
2 - Click on the Form tab.
3 - Under Acceptance and Notices, enter:
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Terms URL: the URL of your Terms of Use page;
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Require acceptance of the terms of use: when enabled, requires acceptance of the terms of use;
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Privacy Policy URL: the URL of your Privacy Policy page;
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Require acceptance of the privacy policy: when enabled, requires acceptance of the terms of the privacy policy;
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Disclaimer: the text of the legal notice.
4 - After entering and enabling the desired options, click Send.
Checkout Language
Checkout Guru is translated into portuguese, English, Spanish, German, French, Polish, Italian, Bulgarian, Danish, Swedish, and Turkish. The checkout language is automatically defined by the buyer's country, identified by their location (IP). However, the user can change the checkout country, which consequently changes its language.
In addition to the translation, address fields, tax details, display currency, and local payment methods change according to the selected country.
If the offer only accepts one country, that country's language is used. Countries without an available translation open in English.
Country selection is only available for payment processors with support for international sales. Check the processors with this feature, as well as countries, currencies, and local payment methods available in Checkout Guru.
Some payment processors allow International Sales, and allow customers in Brazil to sell to Europe by converting the currency, while others charge in the currency of the country of origin, depending on the specifications of each processor, which are:
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Payment Processors |
Note* |
|---|---|
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Adyen |
Charges in the account currency, including for payments with cards issued abroad. |
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Appmax API |
Charges in the local currency and performs a currency exchange operation to the seller's account currency. |
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Asaas |
Charges in Brazilian real on cards issued abroad. |
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Barte |
Charges in Brazilian Real for cards issued abroad. |
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Cel_cash |
Charges in the account currency, including payments with cards issued abroad. |
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Coinbase |
Charges in the account currency, including payments with cards issued abroad. |
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CoinPayments |
Charges in the account currency, including payments with cards issued abroad. |
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Ebanx |
Charges in the local currency and performs a currency exchange operation to the seller's account currency. |
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Iugu |
Charges in Brazilian Real for cards issued abroad. |
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Malga |
Processes the transaction in Brazilian Reais (BRL), regardless of the original currency of the customer's card. |
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Marlim |
Charges in the local currency and performs a currency exchange operation to the seller's account currency. |
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maxiPago |
Charges in the account currency, including payments with cards issued abroad. |
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Mercado Pago |
Charges in Brazilian Real for cards issued abroad. |
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Mercado Pago Chile - CBP |
Charges in the account currency, including payments with cards issued abroad. |
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Mercado Pago Colômbia - CBP |
Charges in the account currency, including payments with cards issued abroad. |
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Mercado Pago México - CBP |
Charges in the account currency, including payments with cards issued abroad. |
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PagBank (formerly PagSeguro) |
Charges in Brazilian Real for cards issued abroad. |
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PagBrasil |
Charges in the local currency and performs a currency exchange operation to the seller's account currency. |
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Paypal |
Charges in the account currency, including payments with cards issued abroad. |
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Revere Payments |
Processes charges in USD for cards issued abroad. |
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Revolut |
Charges in the account currency, including payments with cards issued abroad. |
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Safe2Pay |
Charges in the account currency, including payments with cards issued abroad. |
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SIBS |
Charges in the account currency, including payments with cards issued abroad. |
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Stone |
Charges in Brazilian Real for cards issued abroad. |
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Stripe |
Charges in the account currency, including payments with cards issued abroad. |
(*) Access the documentation to find information about the payment processor.
You can disable checkout for certain countries. Go to Disable checkout for some countries and learn how to limit this feature.
Customize the section Order Bump
You can define the general content of the Order Bump section, such as title, description, and behavior rules.
This section is displayed at checkout when you add one or more products as an order bump to the main product offer.
The limit on the number of installments for Order Bump products is what is configured in the offer of each of them.
E.g.: The main product can be split into 12 installments and the product offered in Order Bump can only be split into 6 installments. If the customer chooses to split the main product into more than 6 installments, the Order Bump product will only be split into 6 installments.
Steps:
1 - According to the configuration level you wish to apply:
1.1 - Global Level: go to Settings » Checkout.
1.2 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.
1.3 - Offer Level: go to Products » (desired product) » Offers » (desired offer) » Additional Settings » Checkout.
2 - Click on the Order Bump tab.
3 - Under Order Bump, enter:
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Title: title to be displayed in the section;
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Description: text displayed before the presentation of the products - use the toolbar to customize the checkout with bold, italics, underline, or lists to create custom and highlighted messages;
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Max order bump offers to choose: limits the number of products that the user can purchase;
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Add value of selected items to the total: when enabled, adds the value of the selected products to the order total;
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Show only for credit card payments: when enabled, section order bump is only displayed when “credit card” is selected as the payment method;
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Display installments on Order Bump offers1 (available only for customers in Brazil): when enabled, section order bump displays installments on offers;
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Give more prominence to installments2 (available only for customers in Brazil): when enabled, displays only the installment amount selected in the Order Bump;
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Display total amount with interest: when enabled, order bump section displays the total amount with interest;
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Display Order Bump offers before payment methods: when enabled, section order bump is displayed before payment methods.
(1) When enabling the display of installments on offers, only the installment amount itself will appear.
(2) This option will only appear if the option for installment payments on offers is active. And when this option is enabled, only the installment amount will be displayed.
4 - Click on Send.
5 - When adding customization and formatting, the information will be replicated in the Order Bump details at checkout.
Customize invoice description
You can customize the description that should appear on your customer's credit card invoice. With this configuration, it is possible to change the product name that appears on the invoice for each different product or offer.
This configuration is available in the product settings linked to Stone, Mundipagg, and MercadoPago.
Steps:
1 - In the side menu, go to Products.
2 - In your Products list, select the Product you intend to update.
3 - Access the list of offers in the registration of the desired product.
4 - According to the configuration level you wish to apply:
1.1 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.
1.2 - Offer Level: go to Offers » (desired offer) » Additional Settings » Checkout.
5 - Click on the Seller tab.
6 - Under Billing, in the Soft Descriptor field, enter the text that should appear on the customer's invoice - Suggestion: store name or product name.
7 - After entering the information, click on Send.
Enable automatic currency conversion
You can automate the currency conversion to the currency of the buyer who is in a different country.
Steps:
1 - According to the configuration level you wish to apply:
1.1 - Global Level: go to Settings » Checkout.
1.2 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.
1.3 - Offer Level: go to Products » (desired product) » Offers » (desired offer) » Additional Settings » Checkout.
2 - Click on the Appearance tab.
3 - Under Settings, Displayed Values, click to enable/disable:
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Convert values to the currency of the selected country: when enabled, the amount is automatically converted to the currency of the buyer's country.
4 - Click Send.
Show price with tax included
You can display the tax applied to the final sales amount for European countries. You can access the list of integrations available in Guru.
This setting is available in the settings of products linked to SIBS and Stripe.
Steps:
1 - According to the configuration level you want to apply:
1.1 - Product Level: go to Products » (desired product) » Additional Settings » Checkout.
1.2 - Offer Level: go to Offers » (desired offer) » Additional Settings » Checkout.
2 - Click on the Appearance tab.
3 - Under Settings, Displayed Values, click to enable/disable:
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Has Tax Included: when enabled, shows the price with tax included for sales in Europe.
4 - Click Send.
Consult Audit
As a security measure, Guru stores a history of all operations performed in the product registry, identifying user, date/time of the operation, and other details.
Steps:
1 - In the side menu, click Settings, and then Checkout.
2 - Click on the Audit tab.
3 - Activities are displayed in a timeline (from most recent to oldest).
4 - If desired, you can view the activity details by clicking on its title.
5 - Click on one of the available sections to view the data:
Detail
Displays detailed information about the activity in question.
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ID: identification number (ID) of the update;
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Type of change made;
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Created on: activity registration date.
User
Displays information about the user who performed the action.
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Name: name of the user who performed the operation;
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Email: email of the user who performed the operation.
Infrastructure
Displays infrastructure information (country, IP, user agent…) of the related activity.
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Country, Region, City, Latitude & Longitude: location of the device that performed the activity;
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IP: device IP address;
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User Agent: identification of the user agent that performed the operation.
How to filter the Audit list
You can use filters to view a smaller subset of existing audits. This feature is useful for finding specific audits you want to view.
By default, only records from the last 28 days will be shown, but the period can be changed in the filters, in the Period field.
Steps:
1 - In the side menu, click Settings, and then Checkout.
2 - Click on the Audit tab.
3 - Under Audit, click Filters.
4 - Fill in one or more filter options:
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Period: searches for audits registered in the selected period - you can use the predefined time range buttons or select the date you want to view.
5 - Click Filter.
You can view the number of filters applied, and when using them, you will be able to clear them without accessing the Filters icon again, making it easier to remove the selection.
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