Sales Settings Overview

Sales Settings is where you configure the core rules and settings that control how sales, payments, taxes, shipping, and checkout work in your business.

These settings affect:

How orders are processed
How customers are charged
What information appears on invoices and order emails
How taxes and shipping are calculated
Which payment providers are available at checkout

You typically configure Sales Settings once when setting up your store, and then revisit them as your business grows, expands to new markets, or adds new products.

Where to find Sales Settings

Navigate to Sales & Analytics > Sales Settings

This opens the Sales Settings area, which is divided into several tabs. Each tab focuses on a specific part of your sales and checkout setup.

Sales Settings Tabs Overview

Below is a high-level explanation of each tab. Each tab has its own detailed help article where you’ll find step-by-step instructions and best practices.

Store Details

Controls your store’s basic business information and order notifications.

Here you configure:

Email recipients for new order notifications
Company name and business ID
Address and contact details shown in order emails

👉 Read more: Add Store Details

General Store Settings

Global settings that affect how your store operates.

Here you configure:

Store currency and currency symbol
Weight and dimension units
Store process (e.g. Buy Now)
Invoice numbering
When inactive orders are marked as abandoned
Inventory notifications

Shipping

Controls how physical products are shipped.

Here you configure:

Shipping options and rates
Free shipping reminders in the cart
Shipping behavior shown to customers at checkout

👉 Read more: Add Shipping Options

Taxes

Manages how taxes are calculated and displayed.

Here you configure:

Tax rates per country or region
Whether taxes are included in product prices
Global tax behavior for your store

👉 Read more: Add Tax Options

Payments

Controls which payment providers customers can use to pay.

Here you configure:

Active payment providers (e.g. Stripe)
Provider-specific settings
Additional payment methods as your store grows

👉 Read more: Connecting Payment Providers

Checkout

Controls the content and policies shown during checkout.

Here you configure:

Privacy policy
Refund policy
Terms of service

How Sales Settings work together

All tabs in Sales Settings are connected. Changes made here affect:

Checkout behavior
Subscription billing
Order emails and invoices
Payment processing
Tax and shipping calculations
Analytics and reporting

For best results:

Complete all tabs before launching your store
Review settings when adding new products, markets, or payment methods
Keep legal and business details up to date

This overview gives you the big picture of Sales Settings.

To configure your store in detail, continue with the individual articles for each tab, starting with Store Details, and then moving through General Store Settings, Shipping, Taxes, Payments, and Checkout.

Each article walks you through the available options and explains how they affect your sales flow.

Next Step in your Sales Settings Setup

Next up: Add Store Details, where you define your company’s identity, contact information, and business details that appear in orders, invoices, and customer communications.