Customise Checkout

Establishing the Checkout is nearly the easiest way of communicating with your Customers. The Checkout customisation speaks for your brand and can make it much more familiar to everyone involved in the payment process.

Thus, here are some tips and instructions on how to customise your Checkout most effectively:

Apply Styling to your Checkout

Go to Merchants and choose the Merchant account on the grid.
Navigate to the Checkouts tab and select the Checkout you want to proceed with.
Then, go to the Branding tab and scroll to the Styling section to change the interface visuals.

Branding element	Styling option → applied	Description
Tab title	Default	Tab title is the text displayed on the browser title bar or in the tab of the given page. It is used for the most customised user experience and boosts overall brand recognition. The Default option presupposes adding text with a defined structure, namely: Merchant account name + the word ‘Checkout'. For example: Merchant account name – Corefy Tab title: Corefy - Checkout
Tab title	Custom	The Custom option allows you to manually enter the Tab title text in the related text field based on your preferences. Precondition: the number of characters should be more or equal to 3 and less or equal to 64
Image	Favicon	The options allow you to add a Favicon & Icon to Checkout to familiarise your Customers with your brand identity: If you want to transfer the visuals directly from the Merchant account, click Use Merchant logo or Use Merchant icon accordingly. If you want to add new images, click Upload image. The image should be in the following format: PNG, JPG, and no more than 2 MB.
Image	Icon
Colour	Brand colour	The options determine the colours visualized at Checkout: To add the Brand, Button text and Text colours, click the corresponding Colour Picker icon and choose the desired colours. Adjust the colours with the Eyedropper tool if needed. To set the level of colour transparency, click the Percentage icon and enter a number from 1 to 100.
	Button text colour
	Text colour
Text	Text on button	The option determines which button text to display: To add the Button text, click on the relevant combo box and choose either the Pay, Donate or Book option, depending on what function is inclined to the button.
	Font	The system sets an Inter font by default. To change the Font, click the respective dropdown list and select a specific option from the provided: Inter Roboto Lato Mulish Montserrat The given option changes the Font style for the Checkout Default theme .
	Border radius	The option allows you to moderate the form of the interface elements: Click the corresponding combo box and change the preset of the rounded corners.

Manage the Layout options

Select the Checkout and navigate to the Layout tab.
It contains the list of features and blocks that can be presented on your Checkout after you click the appropriate toggles.
Here is a brief overview of the blocks and the included features:

Block name	Feature → switched on	Description
Header	Hide if embedded	The option allows you to hide the Header if the Сheckout is displayed in the iFrame.
	Merchant icon	You can manage the Merchants logo at Checkout to familiarise your Customers with the branding.
	Limited languages	It covers the list of languages Customers should not have access to: Switch on the corresponding toggle and choose the languages from the combo box.
Payment	Headline	It covers the additional Customer information regarding the payment: email, reference ID, and original order ID.
	Headline type	The type defines the information that should be displayed above the Payment amount specification. Customer email option allows you to display the Customer’s email to save the payment details; Request reference ID option enables you to display the Order reference ID within our system; Origin ID option allows you to display the Original order number within the Merchant system.
	Details	It covers the block of information containing the payment details with the optional data in the Request.
Fields	Customer fields	It enables displaying the block of Customer fields. To arrange the field properties, go to the Fields tab.
Fields	Required for express methods	The option enables displaying Express methods under Customer fields at Checkout.
Methods	Saved methods	It covers the block with the Saved methods and allows you to manage and reorder them. However, to configure the properties that should be displayed, go to the Methods tab.
Methods	Hide expired cards	The option presupposes hiding the expired cards automatically.
Footer	Trusted info	It displays a label in the Footer mentioning that all the transactions are secure and encrypted.

To review all the established changes, reassess them in a Preview mode. If everything looks as intended, click Publish changes or continue editing the current version of the given Checkout.

Review Critical settings

Select the Checkout and scroll to the Critical settings section.
To return branding updates to the original version of the given Checkout, click Roll back changes.
To reset branding updates to the default state, click Reset to default.