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 screen. You can choose which payment methods appear on the Select payment screen from the Shopify POS settings.

Select payment screen

The Select payment screen appears after you tap the cart total from the Shopify POS products screen:

Select payment screen ipad

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

Cash payment

To accept payment by cash:

  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 you can enter the amount 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:
      Enter cash amount ipad
  3. When you're ready to complete the order, tap Complete order.
  4. Decide whether to provide the customer with a receipt, and then tap Start new order to return to the Shopify POS products screen.

Swipe credit payment

To accept a credit payment with a supported swipe card reader:

  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 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 Start new 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:

  1. From the Select payment screen, tap Credit.
  2. Tap Start payment.
  3. 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.

  4. Decide whether to provide the customer with a receipt, and then tap Start new 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:

  1. From the Select payment screen, tap Credit.
  2. Enter the credit card details, and then tap Done.
  3. Tap Charge card to process the payment.
  4. Decide whether to provide the customer with a receipt, and then tap Start new 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 credit and external debit payments

Caution

Do not select the External Credit or External Debit payment methods unless you're using an external card terminal and payment is being processed by an unsupported third-party payment gateway. Shopify doesn't process the payment when you use the these payment methods.

If you use an external card terminal, then you can select External Credit or External Debit from the Select payment screen to show that the order has been paid and to complete the transaction:

  1. From the Select payment screen, tap External Credit or External Debit.
  2. If you tapped External Credit, then tap the credit card type that is being processed.
  3. Make sure that you have successfully processed the payment with your external terminal, and then tap Complete order.
  4. Decide whether to provide the customer with a receipt, and then tap Start new 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 with the retail package, 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.

To accept payment by gift card:

  1. From the Select payment screen, tap Gift Card.
  2. 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 iPad's front-facing camera, or scan the barcode with a 2D barcode scanner.
    • Tap the Gift card code field and enter it manually, and then tap Done
  3. Tap Complete order.
  4. Decide whether to provide the customer with a receipt, and then tap Start new 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 screen to mark the order as paid and complete the transaction:

  1. From the Select payment screen, tap your custom payment method.
  2. Tap Complete order.
  3. Decide whether to provide the customer with a receipt, and then tap Start new order to return to the Shopify POS products screen.

Collect signatures with your iPad

To collect a customer's signature with your iPad:

  1. Allow the customer to sign in the signature box using their finger or a stylus:
    Customer signature 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, click Orders (or press G O):

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

    Click order number

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

    Payment processed message

  4. Next to Signature, click Show:

    Click show

The Signature section expands and the customer's signature appears:

Display signature

Select payment type screen

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

Select payment screen iphone

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

Cash payment

To accept payment by cash:

  1. From the Select payment type screen, tap Cash. By default, the correct amount of the order is entered.
  2. If the customer is not paying with exact cash, then tap the cash total and enter the amount you're receiving from the customer.
  3. When you're ready to complete the transaction, tap the check mark.
  4. Decide whether to email the customer a receipt, and then tap the check mark to return to the products screen.

Swipe credit payment

To accept a credit payment with a supported swipe card reader:

  1. From the Select payment type screen, tap Credit/Debit.
  2. Swipe the customer's credit card as shown in the image on the screen:
    Swipe card 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 email the customer a receipt, and then tap the check mark 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.

To accept a chip or tap payment:

  1. From the Select payment type screen, tap Credit/Debit.
  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 the check mark 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:

  1. From the Select payment type screen, tap Credit/Debit.
  2. Tap manually enter credit card details:
    Tap enter manually iphone
  3. Enter the credit card details, and then tap the check mark to process the payment.
  4. Decide whether to email the customer a receipt, and then tap the check mark 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 credit and external debit payments

Caution

Do not select the External Credit or External Debit payment methods unless you're using an external card terminal and payment is being processed by an unsupported third-party payment gateway. Shopify doesn't process the payment when you use the these payment methods.

If you use an external card terminal, then you can select External Credit or External Debit from the Select payment screen to show that the order has been paid and to complete the transaction:

  1. From the Select payment type screen, tap External Credit or External Debit.
  2. If you tapped External Credit, then tap the credit card type that's being processed.
  3. Make sure that you have successfully processed the payment with your external terminal, and then tap the check mark.
  4. Decide whether to email the customer a receipt, and then tap the check mark to return to the products screen.

Custom payment method

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

  1. From the Select payment type screen, tap your custom payment method.
  2. Tap the check mark.
  3. Decide whether to email the customer a receipt, and then tap the check mark to return to the products screen.

Note

If you want to use a custom payment method in Shopify POS for iPhone, then you first need to add the payment method in Shopify POS for iPad.

Collect signatures with your iPhone

To collect a customer's signature with your iPhone:

  1. Allow the customer to sign in the signature box using their finger or a stylus:
    Customer signature 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, click Orders (or press G O):

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

    Click order number

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

    Payment processed message

  4. Next to Signature, click Show:

    Click show

The Signature section expands and the customer's signature appears:

Display signature

Select payment type screen

The Select payment type screen appears after you tap PAY from the Cart total screen:

Select payment screen android

Cash payment

To accept payment by cash:

  1. From the Select payment type 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 you're receiving from the customer.
  3. When you're ready to complete the transaction, tap the check mark.
  4. Decide whether to email the customer a receipt, and then tap the check mark to return to the products screen.

Swipe credit payment

To accept a credit payment with the Swipe (audio-jack) card reader:

  1. From the Select payment type screen, tap Credit.
  2. Swipe the customer's credit card as shown in the image on the screen:
    Card payment android
  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 email the customer a receipt, and then tap the check mark 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:

  1. From the Select payment type screen, tap Credit card.
  2. Tap MANUALLY ENTER CREDIT CARD.
  3. Enter the credit card details, and then tap the check mark:
    Android POS credit card screen
  1. Decide whether to email the customer a receipt, and then tap the check mark 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 credit and external debit payments

Caution

Do not select the External Terminal payment method unless you're using an external card terminal and payment is being processed by an unsupported third-party payment gateway. Shopify doesn't process the payment when you use this payment method.

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

  1. From the Select payment type screen, tap External Terminal
  2. Tap the credit card type or Debit:
    Choose card type 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 email the customer a receipt, and then tap the check mark to return to the products screen.

Collect signatures with your Android device

To collect a customer's signature with your Android device:

  1. Allow the customer to sign in the signature box using their finger or a stylus:
    Customer signature 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, click Orders (or press G O):

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

    Click order number

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

    Payment processed message

  4. Next to Signature, click Show:

    Click show

The Signature section expands and the customer's signature appears:

Display signature

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