Managing payment methods for the Shopify POS app

You can activate or deactivate different payment methods in Shopify POS so that your customers have a choice of payment options at checkout.

Managing cash payments for the Shopify POS app

By default, cash transactions are activated. If you no longer want to accept cash, then you can deactivate cash transactions. There are no additional fees or charges to the customer or to the store for cash payments.

Steps:

1. From Shopify POS, tap ≡ > Settings > Payment types.
2. Under Default payment types, tap Accept Cash.
3. Tap the Accept cash payments toggle to activate or deactivate cash payments.
4. Optional: You can activate or deactivate cash tracking.

Managing Shop Pay Installments for the Shopify POS app

Note

Some stores aren't eligible to use Shop Pay Installments on POS. You can check your store's eligibility for Shop Pay Installments on POS in your Shopify admin.

Before you can accept Shop Pay Installments with Shopify POS, you need to activate Shop Pay Installments for your online store.

After you activate Shop Pay Installments, it's listed as a payment option in the Shopify POS app for all your POS locations in the United States.

Steps:

Desktop

1. From your Shopify admin, go to Settings > Payments.
2. In the Shopify Payments section, click Manage.
3. In the Shop Pay section, ensure that Shop Pay Installments is selected, and then do one of the following actions depending on your eligibility for Premium installments options:

• If you're not eligible for Premium installments options, then in the Shop Pay section, select Enable Shop Pay Installments on Point of Sale.
• If you're eligible for Premium installments options, then click Manage. In the Point-of-sale section, check Enable Shop Pay Installments point of sale.
• If the Point-of-sale section isn't visible, then you first need to select a financing package for Shop Pay Installments.

4. Click Enable on the dialog box to confirm.

iPhone

1. From the Shopify app, tap the … button, and then tap Settings.
2. In the Store settings section, tap Payments.
3. In the Shopify Payments section, tap Manage.
4. In the Shop Pay section, ensure that Shop Pay Installments is selected, and then do one of the following actions depending on your eligibility for Premium installments options:

• If you're not eligible for Premium installments options, then in the Shop Pay section, select Enable Shop Pay Installments on Point of Sale.
• If you're eligible for Premium installments options, then tap Manage. In the Point-of-sale section, check Enable Shop Pay Installments point of sale.
• If the Point-of-sale section isn't visible, then you first need to select a financing package for Shop Pay Installments.

5. Tap Enable on the dialog box to confirm.

Android

1. From the Shopify app, tap the … button, and then tap Settings.
2. In the Store settings section, tap Payments.
3. In the Shopify Payments section, tap Manage.
4. In the Shop Pay section, ensure that Shop Pay Installments is selected, and then do one of the following actions depending on your eligibility for Premium installments options:

• If you're not eligible for Premium installments options, then in the Shop Pay section, select Enable Shop Pay Installments on Point of Sale.
• If you're eligible for Premium installments options, then tap Manage. In the Point-of-sale section, check Enable Shop Pay Installments point of sale.
• If the Point-of-sale section isn't visible, then you first need to select a financing package for Shop Pay Installments.

5. Tap Enable on the dialog box to confirm.

Managing payment by gift card for the Shopify POS app

Gift cards can increase your sales and help to promote your store when your customers buy them for their family and friends.

If you want to sell physical gift cards, then you must buy them from the Shopify Hardware Store.

Before you can sell gift cards or accept payments by gift card, you must activate gift cards as a payment method in the Shopify POS app.

Steps:

1. From Shopify POS, tap ≡ > Settings > Checkout > Payment types.
2. Tap Gift Card.
3. Tap the Accept gift card toggle to activate or deactivate sell and accept payments from gift cards.

Issuing gift cards

You can customize the types of gift cards you issue and accept for payment.

Steps:

1. From Shopify POS, tap ≡ > Settings > Products > Gift cards.
2. Activate either of the following:
   • Issue digital gift cards to sell or accept payments from digital gift cards that you can print and email to customers.
   • Issue digital or physical gift cards to sell or accept payments from both digital and physical gift cards. You'll need to order a supply of physical gift cards from the Shopify hardware store.

Learn more about selling a gift card on Shopify POS.

Ordering physical gift cards

You can choose your design and order customizable physical gift cards from the Shopify Hardware Store in supported countries.

Managing custom payments for the Shopify POS app

If you want to accept manual payments that aren't processed by Shopify, such as checks, store credit, or third-party terminals, then you can set up a custom payment method. There's no additional fees charged when you process payments using custom payment methods.

Tip

For better payment tracking, when you set up a third-party terminal, you can create one custom payment option for the terminal itself (for example, TD terminal), or you can create custom payment options for each of the card types that is accepted by the terminal (for example, Visa or Mastercard).

The following order details are tracked for custom payment methods:

• order number
• associated customer information
• line items
• order total, including taxes
• order date and timestamps
• custom payment type used

Note

When a customer uses a custom payment method, the funds aren't processed by Shopify. Custom payment methods are for payment tracking purposes. Verify that any external payment solutions are fully set up with their respective processors before you activate custom payment methods.

Steps:

1. From Shopify POS, tap ≡ > Settings > Payment types.
2. Under Custom Payment Types, tap Add custom payment type.
3. Type a payment type name into the box, and tap Save.
4. Tap the name of the custom payment type.
5. Tap the toggle to activate or deactivate the custom payment type.

Grow your business

Learn more about payments for Shopify POS by taking the Shopify Academy course, POS Hardware and Payments.