> For the complete documentation index, see [llms.txt](https://help.dollarlabs.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.dollarlabs.io/dollarback-store-credit/settings.md).

# Settings

{% embed url="<https://dollarlabs.neetorecord.com/watch/0ce8902f064b34906b10>" %}

\_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](/dollarback-store-credit/earning-cashback-programs/set-up-purchase-cashback.md).

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](/dollarback-store-credit/settings/cashback-calculation.md)       |
| **Trigger & Timing**        | Which order event awards cashback and the holding period              | [Trigger & Timing](/dollarback-store-credit/settings/trigger-and-timing.md)             |
| **Store Credit Visibility** | When store credit appears as a payment option at checkout             | [Store Credit Visibility](/dollarback-store-credit/settings/store-credit-visibility.md) |
| **Special Order Types**     | Cashback behavior when orders involve store credit or gift cards      | [Special Order Types](/dollarback-store-credit/settings/special-order-types.md)         |
| **Advanced**                | Order edit tracking, B2B credit, tag exclusions (plan-gated features) | [Advanced](/dollarback-store-credit/settings/advanced-settings.md)                      |

## 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](/dollarback-store-credit/developer-tools/merchant-api-keys-and-endpoints.md).

## 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](/dollarback-store-credit/notifications/email-notifications-overview.md).
* **Plans & Billing**: your subscription; see [Plans, usage & overage billing](/dollarback-store-credit/analytics-data-and-account/plans-usage-and-overage-billing.md).
* **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](/dollarback-store-credit/spending-store-credit-and-rewards/credit-expiry-and-reminders.md).
* **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](/dollarback-store-credit/spending-store-credit-and-rewards/discount-combination-rules.md).