*This feature only supports HKD stores/Hong Kong-based merchants using the Retail POS plan.
With the SHOPLINE Payments POS payment options, customers can easily checkout with more payment options, increasing merchant checkout completion rates. This article will introduce the checkout process with credit cards at Hong Kong stores.
In this article, you'll find:
- Checkout with a credit card
- Cancel payment/order during the payment process
- Change payment methods when reinitiating payment (Android version)
- Settlement (Global Payments terminal)
1. Checkout with a credit card
Step 1. Select product
Go to the Checkout tab on the POS app. Select the product and tap the green button at the bottom to check out.
Step 2. Select payment method
Select the credit card payment option you set in the Admin.
Step 3. Select terminal
Tap the credit card payment option to select the applicable card payment terminal.
*Notes:
- Please keep the terminal connected to the network; otherwise, the checkout will fail.
- If your retail store only has one terminal, the system will select it as the payment terminal.
- Currently, you can apply for two types of payment terminals: Adyen terminals and Global Payments terminals. When using the Global Payments terminal, you should match the terminal IP with your iPad IP to work properly. If you are using a floating IP, please modify the IP address in the Admin to avoid payment errors. In the SHOPLINE Admin, go to [Retail Store] > [Terminal Management] and select the terminal. Then, click the pencil icon next to the terminal IP to modify.
Step 4. Preorder/checkout
Tap Preorder or Checkout at the bottom right.
Step 5. Payment by customer
Assist the customer in checkout with the terminal (tapping, inserting, or swiping the card).
*Note: Please keep the terminal connected to the network; otherwise, the checkout will fail.
Step 5. Checkout results
i. Successful payment
After the successful payment, the POS app will show a successful sign, and the card payment terminal will also show authorization approval.
Display of terminal:
ii. Failed payment
If the payment fails, the POS app will show an error sign. You can tap Reinitiate Payment to retry or tap Cancel to end the payment.
2. Cancel payment/order during payment process
Unpaid orders or orders with failed payments can be cancelled from the POS app. When the payment is cancelled, the original order will not be cancelled. You can go to the "Orders" tab to cancel the order or reinitiate payment.
i. Cancel payment during payment process
A. Before swiping card
Cancelling a payment (normal orders, preorders, and exchange orders above 0 HKD):
Step 1. Tap Cancel payment, and a "Confirm to Cancel" prompt will pop up.
Step 2. Tap OK to cancel payment. You can go to the "Orders" tab to cancel the order or reinitiate payment.
B. When payment fails
Step 1. Tap Cancel payment, and a "Confirm to Cancel" prompt will pop up.
Step 2. Tap OK to cancel payment. You can go to the "Orders" tab to cancel the order or reinitiate payment.
*Note: Canceling a payment (Preorder pay-off)
Only supports cancelling the payment. It will delete the pay-off transactions once cancelled. You can pay off again in the "Orders" tab.
ii. Cancel orders before payment and after payment fails
Step 1. Tap Cancel payment, and a "Confirm to Cancel" prompt will pop up.
Step 2. Choose Cancel Order.
Step 3. Edit the operator for the reason, and choose whether to revert the store credits and member points to the customer
Step 4. Tap OK to cancel the order.
*Note: Unexpired credits and points will be reverted to the customer, while expired ones will not.
3. Change payment methods when reinitiating the payment (Android version)
If payment errors occur, you can reinitiate the payment and change the payment method.
Step 1
On the payment error page, tap Reinitiate payment, and a confirmation window will pop up. Tap OK to reinitiate payment.
Step 2
On the reinitiating payment page, you can delete the original payment option and select another payment method (including SHOPLINE Payments POS and other payment methods, such as cash and gift cards). If you would like to pay by the original method, tap Reinitate payment directly. Please pay attention to the following limitations when changing the payment method:
- Unable to change the shopping cart content.
- Unable to change the operating staff.
- Unable to change the order type. E.g., if the order is a normal order, you are unable to change it into a preorder when changing the payment method.
Step 3
You can choose to add a second or more payment options. Edit the amount payable to make it less than the failed payment amount, and tap Add payment to add other payment methods. You can choose the following payment combinations:
- 1 SHOPLINE Payments option＋ 1 ~ 4 general payment options (5 payment options in total)
- 1 ~ 5 general payment options (5 payment options in total)
Please pay attention to the following notes when editing.
Notes on editing the amount payable for SHOPLINE Payments options
1. The amount payable cannot be less than 0 HKD.
2. The amount payable cannot be greater than the failed payment amount (as change is not available).
3. If Octopus is chosen as the first payment option, the amount cannot be greater than 3,000 HKD.
Notes on editing the amount payable for general payment options
1. The amount cannot be less than 0 HKD, except for return orders and exchange orders whose amount is less than 0 HKD.
2. The edited amount can be greater than the failed payment amount (as change is available).
After adding new payment options and all amounts are confirmed, tap Reinitiate payment.
4. Settlement (Global Payments terminal)
⚠️ Note: Only the Global Payments terminal requires settlement.
After the terminal is settled, the terminal provider will process the payments and transfer the funds into the merchant's bank account within the appointed time. Global Payments recommends merchants settle their terminals once a day.
*Note: Octopus orders are settled automatically. Merchants don't need to settle them on terminals.
Step 1
Go to the Terminal Settlement tab on the POS app. If a red dot appears on the tab, it means that there is a payment to be settled.
Step 2
Select the terminal to be settled, then tap Settlement. *Note: If several iPad devices are connected to one terminal, you need to settle them individually to ensure every payment on the device is synchronized with the terminal. For example, if you have 3 iPads connected to terminal A and every iPad has SHOPLINE Payments POS orders, you need to tap Settlement on all three iPads.
It will take a while to complete terminal settlement, please wait patiently. You will be unable to use the terminal for the moment. *Note: Please keep the terminal connected to the network and do not leave the page to avoid settlement errors.
Step 3
Once the terminal is connected, tap SETTLE at the bottom right and then tap SETTLEMENT. Once the terminal finishes sending data, it will display "Settlement Success" and print out the settlement receipt.
Step 4
After the settlement is complete, the POS app will display "Settled successfully."
*Note: If the settlement fails or experiences a timeout, please tap Settlement to retry. There is no upper limit to reinitiate the settlement.
Read more
- Order Details and Order Editing | POS Admin
- Return and Refund | POS Admin
- Cancel and Delete Orders | POS Admin
- Payment Options Application and Settings | POS Admin (HK)
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