Selecting payment methods at the Shopify POS checkout

After you have finalized the customer's cart, you can accept payment from a variety of payment methods on the Select payment dialog. You can choose which payment methods appear on the Select payment dialog from the Shopify POS settings. If your customer is paying with multiple payment methods or can't pay for their whole order at once, then they can make a partial payment.

Select payment screen

The Select payment dialog appears after you tap Charge from the Cart screen:

Select payment dialog — Shopify POS for iPad

From the Select payment dialog, you can select any of the payment methods that you have enabled in your Payment types settings.

Cash payment

You can accept payment by cash.

Steps:

  1. From the Cart screen, tap Charge.

  2. From the Select payment dialog, tap Cash. By default, the correct amount of the order is entered.

  3. If the customer is not paying with exact cash, then you can enter the amount that you're receiving in one of two ways:

    • Tap one of the suggested amounts below the Cash field.
    • Tap the Cash field to bring up the keyboard and enter the correct amount, and then tap Done.
  4. When you're ready to complete the order, tap Accept.

  5. Decide whether to provide the customer with a receipt, and then tap Complete order to return to the Shopify POS products screen.

Swipe credit payment

You can accept a credit payment with a supported swipe card reader.

Steps:

  1. From the Cart screen, tap Charge.

  2. Swipe the customer's credit card as shown in the image on the screen:

    Swipe card screen — Shopify POS for iPad

  3. The customer authorizes the payment with their signature or PIN, depending the card type and which card reader you're using.

  4. Decide whether to provide the customer with a receipt, and then tap Complete order to return to the Shopify POS products screen.

Chip and tap credit payments

If you're using the Tap, Chip, and Swipe card reader, then you can accept contactless payments, which include tapped credit cards, Android Pay, and Apple Pay.

Steps:

  1. From the Cart screen, tap Charge.

  2. Allow the customer to insert or tap their card:

    • If the customer is using a tap payment method, then they need to hold their contactless credit card or contactless device within 2.5 cm of the card reader until the four green lights have lit.
    • If the customer is using a chip credit card, then they need to insert the card into the card reader and follow its instructions.

    When Shopify POS displays a payment approved message, the transaction is complete.

  3. Decide whether to provide the customer with a receipt, and then tap Complete order to return to the Shopify POS products screen.

Manual credit payment

If you don't have a card reader, or if there is a problem with swiping a customer's card, then you can enter credit card details manually to take payment.

Steps:

  1. From the Cart screen, tap Charge.

  2. From the Select payment dialog, tap Credit.

  3. Enter the credit card details, and then tap Done.

  4. Tap Charge to process the payment.

  5. Decide whether to provide the customer with a receipt, and then tap Complete order to return to the Shopify POS products screen.

Manual-entry credit card rate

If you enter a customer's credit card information manually, then the transaction is a card-not-present transaction, similar to an online sale. Card-not-present transactions all use the online credit card rate.

External terminal payments

If you use an external card terminal, then you can select External terminal from the Select payment dialog to show that the order has been paid and to complete the transaction.

Steps:

  1. From the Cart screen, tap Charge.

  2. From the Select payment dialog, tap External terminal.

  3. Tap the credit card type that is being processed.

  4. Make sure that you have successfully processed the payment with your external terminal, and then tap Charge.

  5. Decide whether to provide the customer with a receipt, and then tap Complete order to return to the Shopify POS products screen.

Gift card payment

If your store's on the Shopify plan or higher, then you can accept payment by gift card. If you're using Shopify POS on the Shopify plan or higher, then you can accept payment by physical gift card by scanning the gift card's barcode with the iPad's front-facing camera or a 2D barcode scanner.

Steps:

  1. From the Cart screen, tap Charge.

  2. From the Select payment dialog, tap Gift Card.

  3. Enter the gift card's code in one of two ways:

    • If it's a physical gift card, then hold the barcode 10–15 inches away from the iPhone's front-facing camera, or scan the barcode with a 2D barcode scanner.
    • Tap Enter code manually and enter the gift card code.
  4. Tap Redeem.

  5. Decide whether to provide the customer with a receipt, and then tap Complete order to return to the Shopify POS products screen.

Custom payment method

In Shopify POS, you can create custom payment methods, such as Cheque, and then select them from the Select payment dialog to mark the order as paid and complete the transaction.

Steps:

  1. From the Cart screen, tap Charge.

  2. From the Select payment dialog, tap your custom payment method.

  3. Tap Charge.

  4. Decide whether to provide the customer with a receipt, and then tap Complete order to return to the Shopify POS products screen.

Collect signatures with your iPad

Can collect a customer's signature with your iPad.

Steps:

  1. Allow the customer to sign in the signature box using their finger or a stylus:

    Signature screen — Shopify POS for iPad

  2. If the customer wants to change their signature, then they can tap Clear signature to try again.

  3. When the customer is happy with their signature, they tap Submit signature. After the payment is authorized, the customer is asked to return the iPad.

Find a customer's signature

When a customer authorizes a payment with their signature, their signature is stored safely online. You can find a customer's signature in the Timeline section of the order history page:

  1. From your Shopify admin, go to Orders.

  2. Click the order number for an in-person card transaction.

  3. In the Timeline section, click the message that says that a card payment was processed:

  4. In the Signature section, click Show:

The Signature section expands to show the customer's signature:

Select payment screen

The Select payment screen appears after you tap Charge on the Cart screen:

Select payment screen — Shopify POS for iPhone

From the Select payment type screen, you can select any of the payment methods that you have enabled in your Payment types settings.

Cash payment

You can accept payment by cash.

Steps:

  1. From the Cart screen, tap Charge.

  2. From the Select payment screen, tap Cash. By default, the correct amount of the order is entered.

  3. If the customer is not paying with exact cash, then tap the cash total and enter the amount that you're receiving from the customer.

  4. When you're ready to complete the transaction, tap Accept.

  5. Decide whether to provide the customer with a receipt, and then tap Complete order to return to the products screen.

Swipe credit payment

You can accept a credit payment with a supported swipe card reader.

Steps:

  1. From the Cart screen, tap Charge.

  2. Swipe the customer's credit card as shown in the image on the screen:

    Swipe card screen — Shopify POS for iPhone

  3. The customer authorizes the payment with their signature or PIN, depending the card type and which card reader you're using.

  4. Decide whether to provide the customer with a receipt, and then tap Complete order to return to the products screen.

Chip and tap credit payments

If you're using the Tap, Chip, and Swipe card reader, then you can accept chip and contactless payments. Contactless payments include tapped credit cards, Android Pay, and Apple Pay.

Steps:

  1. From the Cart screen, tap Charge.

  2. Tap Start payment.

  3. Allow the customer insert or tap their card:

    • If the customer is using a tap payment method, then they need to hold their contactless credit card or contactless device within 2.5 cm of the card reader until the four green lights have lit.
    • If the customer is using a chip credit card, then they need to insert the card into the card reader and follow its instructions.

    When Shopify POS displays a payment approved message, the transaction is complete.

  4. Decide whether to provide the customer with a receipt, and then tap Complete order to return to the products screen.

Manual credit payment

If you don't have a card reader, or if there is a problem with swiping a customer's card, then you can enter credit card details manually to take payment.

Steps:

  1. From the Cart screen, tap Charge.

  2. From the Select payment type screen, tap Credit/Debit.

  3. Tap manually enter credit card details:

    Credit payment screen with "manually enter credit card details link" — Shopify POS for iPhone

  4. Enter the credit card details, and then tap Charge to process the payment.

  5. Email or text the customer a receipt, and then tap Complete order to return to the products screen.

Manual-entry credit card rate

If you enter a customer's credit card information manually, then the transaction is a card-not-present transaction, similar to an online sale. Card-not-present transactions all use the online credit card rate.

External terminal payments

If you use an external card terminal, then you can select External terminal from the Select payment dialog to show that the order has been paid and to complete the transaction.

Steps:

  1. From the Cart screen, tap Charge.

  2. From the Select payment type screen, tap External terminal.

  3. Tap the credit card type that's being processed.

  4. Make sure that you have successfully processed the payment with your external terminal, and then tap Charge.

  5. Email or text the customer a receipt, and then tap Complete order to return to the products screen.

Gift card payment

If your store's on the Shopify plan or higher, then you can accept payment by gift card. If you're using Shopify POS, then you can accept payment by physical gift card by scanning the gift card's barcode with the iPhone's front-facing camera.

Steps:

  1. From the Cart screen, tap Charge.

  2. From the Select payment screen, tap Gift Card.

  3. Enter the gift card's code in one of two ways:

    • If it's a physical gift card, then hold the barcode 10–15 inches away from the iPhone's front-facing camera.
    • Tap Enter code manually and enter the gift card code.
  4. Tap Redeem.

  5. Email or text the customer a receipt, and then tap Complete order to return to the Shopify POS products screen.

Custom payment method

In Shopify POS for iPhone, you can create custom payment methods, such as Cheque, and then select them from the Select payment dialog on your iPhone to show that the order has been paid and complete the transaction.

Steps:

  1. From the Cart screen, tap Charge.

  2. From the Select payment type screen, tap your custom payment method.

  3. Enter the amount that you want to charge to the custom payment method, and then tap Charge.

  4. Email or text the customer a receipt, and then tap Complete order to return to the products screen.

Collect signatures with your iPhone

You can collect a customer's signature with your iPhone.

Steps:

  1. Allow the customer to sign in the signature box using their finger or a stylus:

    Signature screen — Shopify POS for iPhone

  2. If the customer wants to change their signature, then they can tap Clear signature to try again.

  3. When the customer is happy with their signature, they tap Submit signature. After the payment is authorized, the customer is asked to return the iPhone.

Find a customer's signature

When a customer authorizes a payment with their signature, their signature is stored safely online. You can find a customer's signature in the Timeline section of the order history page:

  1. From your Shopify admin, go to Orders.

  2. Click the order number for an in-person card transaction.

  3. In the Timeline section, click the message that says that a card payment was processed:

  4. In the Signature section, click Show:

The Signature section expands to show the customer's signature:

Select payment screen

The Select payment screen appears after you tap CHARGE from the Cart screen:

Select payment screen — Shopify POS for ANDROID

Cash payment

You can accept payment by cash.

Steps:

  1. From the Select payment screen, tap Cash. By default, the correct amount of the order is entered.

  2. If the customer is not paying with exact cash, then use the keyboard to enter the amount that you're receiving from the customer:

    Cash payment screen — Shopify POS for Android

  3. When you're ready to complete the transaction, tap Accept.

  4. Decide whether to provide the customer with a receipt, and then tap Done to return to the products screen.

Swipe credit payment

You can accept a credit payment with the Swipe (audio-jack) card reader.

Steps:

  1. From the Select payment screen, tap Credit.

  2. Swipe the customer's credit card as shown in the image on the screen:

    Swipe card screen — Shopify POS for Android

  3. The customer authorizes the payment with their signature or PIN, depending the card type and which card reader you're using.

  1. Decide whether to provide the customer with a receipt, and then tap Done to return to the products screen.

Manual credit payment

If you don't have a card reader, or if there is a problem with swiping a customer's card, then you can enter credit card details manually to take payment.

Steps:

  1. From the Select payment screen, tap Credit card.

  2. Tap Manually enter credit card details:

    Manually enter credit card details button

  3. Enter the credit card details, and then tap Charge:

    Android POS credit card screen

  4. Decide whether to provide the customer with a receipt, and then tap Done to return to the products screen.

Manual-entry credit card rate

If you enter a customer's credit card information manually, then the transaction is a card-not-present transaction, similar to an online sale. Card-not-present transactions all use the online credit card rate.

External terminal payments

If you've enabled payment by external card terminal from the Settings screen, then you can select External terminal from the Select payment dialog to show that the order has been paid and to complete the transaction.

Steps:

  1. From the Select payment screen, tap External terminal.

  2. Tap the card type that the customer is using:

    External terminal screen — Shopify POS for Android

  3. Make sure that you have successfully processed the payment with your external terminal.

  4. Tap the check mark to confirm that you've taken payment with your external terminal.

  5. Decide whether to provide the customer with a receipt, and then tap Done to return to the products screen.

Gift card payment

You can accept gift card payments.

Steps:

  1. From the Select payment screen, tap Gift card.

  2. Use your device's camera to scan the customer's gift card code, or enter it manually.

  3. Tap REDEEM.

  4. Tap CHARGE.

  5. Decide whether to provide the customer with a receipt, and then tap Done to return to the products screen.

Collect signatures with your Android device

You can collect a customer's signature with your Android device.

Steps:

  1. Allow the customer to sign in the signature box using their finger or a stylus:

    Signature screen — Shopify POS for Android

  2. If the customer wants to change their signature, then they can tap CLEAR to try again.

  3. When the customer is happy with their signature, they tap ACCEPT.

Find a customer's signature

When a customer authorizes a payment with their signature, their signature is stored safely online. You can find a customer's signature in the Timeline section of the order history page:

  1. From your Shopify admin, go to Orders.

  2. Click the order number for an in-person card transaction.

  3. In the Timeline section, click the message that says that a card payment was processed:

  4. In the Signature section, click Show:

The Signature section expands to show the customer's signature:

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