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Help · Integrations and API

How to take online payments with Bold

With Bold connected, your customers pay by card, PSE, Nequi, Botón Bancolombia or QR Bre-B, and the order confirms itself when the payment comes in. No need to ask for or check receipts. The money goes straight to your Bold account: CorekChat never touches or holds any of it, and the fees are whatever you agreed with Bold.

You can also charge with your Bold card terminal from the register, without typing the amount by hand.

#What you need

  • A merchant account at Bold (bold.co).
  • A paid CorekChat plan to charge for real. During the free trial you can connect Bold only in test mode, to practice without moving money.
  • For the card terminal, that it is linked to your Bold account.

#Get the keys in Bold

Sign in at bold.co and go to Integrations → Integration keys. There you have two online payment keys (payment button or link): the identity key and the secret key. Copy them; you will paste them into CorekChat.

If you will charge with the card terminal, also turn on the Card terminal API keys and have at hand the email you use to sign in to the Bold app.

Bold has production keys and test keys. Test keys are for practicing: payments are not real.

#Connect the account

System screenshot, customers onlyThe Bold card is in Integrations, under Online paymentsSee it in your account

In Settings, Integrations section, tap the Bold card. Choose the environment (production or test), paste both keys and tick the methods you want to offer your customers. If you use the card terminal, paste its keys and the email too.

When you save, the system tests the keys with Bold before saving them: if Bold rejects them, it tells you right there and nothing is saved. Keys are stored encrypted and are never shown again; to change them, paste the new ones. With Test connection you can check at any time that they are still valid.

#Register the payment notification

System screenshot, customers onlyCopy the notification URL and paste it in Bold, under Integrations → WebhooksSee it in your account

Once connected, the same window shows the notification URL. Copy it and paste it in bold.co → Integrations → Webhooks. That is how Bold reports each payment as it happens.

Without it payments are still confirmed, because the system asks Bold every so often, but they may take a few minutes. The window tells you when the last notification arrived and whether it was valid; Nero also warns you if payments are coming in without notifications.

#Offer "Pay online" at your locations

System screenshot, customers onlyThe Pay online method in the location settingsSee it in your account

Connecting the account changes nothing until you offer it. In Locations, open the location settings, payment methods tab, and add a method of type Pay online (Bold). You can choose which methods are offered at that location.

From then on, the agent offers it alongside your other methods.

#Where you charge

System screenshot, customers onlyWhen closing a table, charge in cash, with the card terminal or with an on-screen QRSee it in your account

  • Through the chat: when the customer chooses to pay online, the agent sends the payment link with the total. The order waits in the Awaiting payment tab of Orders and reaches your team only when the payment comes in; the customer gets the confirmation in the chat. If they don't pay in time (1 hour), the order is cancelled automatically.
  • In the digital menu: "Pay online" shows up as one more method when sending the order, and the link arrives in the chat. An order from the public menu moves to the chat and is paid there too.
  • At the table (QR menu): each diner can pay their share, the whole table or equal parts, with tip. The waiter sees in the table drawer how much was paid and how much is left, and when closing the table the paid amount is already deducted.
  • At the register: when closing a table or charging an order, choose Bold card terminal (the charge shows up on the terminal and the customer pays there) or On-screen QR (the customer scans it with their phone). It moves on by itself when the payment comes in.
  • Reservation deposits: in Locations, Reservations tab, you can ask for a fixed or per-person deposit. The agent sends the link when taking the booking and the booking is confirmed when the payment arrives.

#Your card terminals

System screenshot, customers onlyEach card terminal with its locationSee it in your account

The card terminals linked to your Bold account show up in the Bold window. Assign each one to its location: the register only offers that location's terminals, and one without a location shows up nowhere.

#If a payment looks off

  • It arrived late: if the customer pays after the order was cancelled, the payment is recorded and we warn you so you decide what to do. Nothing is reactivated automatically.
  • The amount doesn't match: it is flagged and we warn you; the order is not confirmed automatically.
  • Refunds: they are done from the Bold dashboard. If you cancel a reservation with the deposit paid, the system reminds you to refund it.