⚙️Settings

_The settings page tour starts at 2:34 in the video._

Everything on DollarBack admin → Settings, the page that "Configure[s] how cashback is calculated and distributed". These settings are global: they apply to all cashback programs at once, and (where noted) to referral rewards too. Per-program options (values, dates, targeting, frequency, sales channels) live in the program editor instead; see Set up purchase cashback.

The page is organized as collapsible cards. Changes only take effect when you click Save Settings (a save bar also appears as soon as anything is dirty), and they apply to orders processed after the change; issued credits are never rewritten.

The cards, in page order

Card	What it controls	Article
Cashback Calculation	The order amount cashback is based on, caps, shipping, rounding	Cashback Calculation
Trigger & Timing	Which order event awards cashback and the holding period	Trigger & Timing
Store Credit Visibility	When store credit appears as a payment option at checkout	Store Credit Visibility
Special Order Types	Cashback behavior when orders involve store credit or gift cards	Special Order Types
Advanced	Order edit tracking, B2B credit, tag exclusions (plan-gated features)	Advanced

Developer API

Not a setting but a shortcut: the Developer API card ("Generate an API key to read configs and submit birthday / social rewards programmatically") opens the Merchant API page via Manage. Full reference: Merchant API: keys & endpoints.

The "More" sidebar

The More card links to three pages that live outside Settings:

• Notifications: "Email alerts for credits, expiry, and birthdays"; see Email notifications overview.

• Plans & Billing: your subscription; see Plans, usage & overage billing.

• Suggest a feature: the public roadmap, where you can tell us what to build next.

Settings that live elsewhere

Merchants often look on this page for these; they're configured on other pages:

• Credit expiry and reminder emails: see Credit expiry & reminders.

• Email templates and sender identity: DollarBack admin → Notifications.

• Per-program options: reward value and kind, dates, frequency limits, product targeting, "give cashback when discount codes are used", and sales-channel restrictions are set per program in DollarBack admin → Cashback.

• Reward marketplace stacking rules: the Combinations card on the Reward marketplace page; see Discount combination rules.