This article provides an overview of the different settings on the Payment Options page, including Payment Fees, and how to create and upload Payment Instructions.
- Payment Fee settings
- Payment Instructions
- Excluded Delivery Options
- Transfer Details Upload
- How to upload Transfer Details
- Cancel Order By Customer
1. Payment Fee settings
Certain integrated third-party Payment Options may charge additional processing or handling fees. These fees are typically charged to the merchant. If you want to pass on part or all of the cost of these fees to your customers, you can do so by setting up a Payment Fee for a given Payment Option.
1. According to Taiwan Financial Supervisory Commission guidelines, merchants should not charge customers an extra administration fee for one-off credit card payments.
2. According to Hong Kong Consumer Council's guidelines, merchants must not add any surcharges to the transaction amount.
Due to these guidelines, the [Payment fee] field for one-off credit card payments is set to [None] by default in SHOPLINE Admin, and cannot be changed by merchants .
In SHOPLINE Admin, go to [Settings] > [Payment Options]. Find the payment option you want to change the settings for and click [Edit], then go to the [Payment fee] field.
Select the payment fee type from the dropdown menu (None, Percentage, or Fixed amount) and then click [Update] at the bottom of the page to save your changes.
2. Payment Instructions settings
If you need to add instructions or notes for a Payment Option, you can add them in the [Payment Instructions] section. This is useful for Payment Options such as Bank Transfer/ATM, as it allows merchants to provide customers with the necessary details (such as bank name, account number etc.) needed to complete a transfer.
In SHOPLINE Admin, go [Settings] > [Payment Options]. Find the payment option you want to change the settings for. Press [Edit] and then go to the [Payment Instructions] field. The example below is for the Bank Transfer/ATM Payment Option
Merchants can type in payment instructions, as well as upload payment instructions in the form of an image, such as the example below, which uses a scannable QR link.
Customers will be able to see Payment Instructions for a selected Payment Option on the checkout page (including Fast Checkout), Order Confirmation page, and in their Order Confirmation email.
Notes for merchants uploading a new Payment Instructions image:
If you check the [Display these instructions on the checkout page] box, Payment Instructions will be displayed automatically on the checkout page for customers that select a given Payment Option (see below).
If this box is left unchecked, the customer will not see payment instructions until the Order Confirmation page.
- You can only upload one Payment Instructions image per Payment option.
- Supported image format: JPG, PNG, GIF under 10 MB.
- If a Payment Option includes both text and an image for the Payment Instructions, then the image will appear below the text.
3. Excluded shipping options
Select which Delivery Options to exclude for a Payment Option. For example: If standard post is not available for the Cash on Delivery, then you can choose to exclude it as a delivery option for customers that choose this payment option.
4: Transfer Details Upload
Merchants can decide whether to allow customers to upload proof of a completed bank transfer using the Transfer Details Upload feature. Merchants will also receive an email notification once a customer completes the upload.
- The Transfer Details Upload feature is only available for Custom and Bank Transfer/ATM Payment Options.
- Due to data privacy rules, you must set a time limit for customers that have not registered or logged in as members to upload Transfer Details after confirming an order. It is recommended that the deadline for non-members to upload Transfer Details is no longer than a few days from when the order is confirmed. Customers can upload Transfer Details after the deadline has passed by registering and logging in as store members.
- Example: If the Transfer Details upload deadline is set at 2 days after the order confirmation, and a customer places their order on 3/17 at 16:00, then they will be able to upload Transfer Details until the end of the day on 3/19 without logging in as a member. However, after the end of 3/19, the customer must register and log in as a member in order to upload Transfer Details.
5. How to upload Transfer Details
Order Confirmation page, email link, Facebook Messenger & LINE links
Once a customer has successfully placed an order, then they can upload Transfer Details via the [UPLOAD PAYMENT PROOF] link on either the Order Confirmation page or confirmation email.
Order Confirmation page:
If a merchant has enabled Order Update Notifications for Facebook/LINE, then an Order Confirmation and Transfer Details upload link can be sent via these two channels.
LINE Order Confirmation/Transfer Details upload link:
If the customer has placed an order by leaving a "+1" comment on a Facebook LIVE-linked SHOPLINE Live livestream, then the Order Confirmation and Transfer Details upload link can be sent to them via Facebook Messenger. After the customer has uploaded Transfer Details, an automatic response will be sent with a [View Order] link to view details of their order. If the status of an order is changed by a merchant, a notification will also be sent to the customer via Facebook Messenger.
Uploading Transfer Details
On the Transfer Details Upload page, customers will see the Payment Type and Payment Instructions/payment instructions QR code. On the right-hand side of the window, customers can enter details of the transfer, including transfer time (optional) and any payment remarks (optional).
Transfer Details upload confirmation
After the customer has successfully uploaded Transfer Details, merchants will automatically receive a confirmation email. Merchants can view details of the transfer in SHOPLINE Admin by clicking on [Order Link].
The system will not automatically check to see if the Transfer Details uploaded by the customer are valid. Merchants must manually check and confirm the Transfer Details provided are valid, as well as manually change the status of the order afterwards.
Checking uploaded Transfer Details
In SHOPLINE Admin, go to [Order Management] > [Orders] and click on [Additional Filters]. Select [Transfer Details upload status] from the [Add Filters] dropdown menu, then chose whether to filter by [Uploaded] or [Not uploaded].
If a customer has uploaded Transfer Details, a blue Uploaded Transfer Details icon will appear next to the order number. This icon will disappear automatically once a merchant confirms that the uploaded Transfer Details are valid.
You can view the Transfer Details uploaded by the customer in the [Payment Details] section of an Order. Merchants can reference the Upload Detail Time when checking to see if a payment has been received. [Order activities log]. This information is also visible in the [Order activities logs].
Click on the Transfer Details thumbnail to view the full-size image. You will also be able to see date the order was created and the order total. Once you have confirmed that the Transfer Details are valid, you can change the payment status of the Order from the [Update Order Payment Status] dropdown menu in [Payment Details].
6: Cancel Order By Customer
When setting up a Payment Option, merchants can choose to enable the [Cancel Order By Customer] feature. This allows customers using the selected Payment Option to self-cancel an order. For more information, please see the Cancel Order By Customer FAQ.