*This feature only supports HKD stores/Hong Kong-based merchants using the Retail POS plan.
*This feature is only available for merchants using the POS app iOS v.1.50.0 or Android v1.28.0, and above.
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 multiple payment methods at Hong Kong stores.
In this article, you'll find:
- Checkout with multi-payment methods
- Cancel payment/order during the payment process
- Change payment methods when reinitiating the payment (Android version)
- Settlement (Global Payments terminal)
1. Checkout with multi-payment options
During checkout, merchants can provide customers with a combination of SHOPLINE Payments options and general payment options in one order. 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)
Step 1. Choose the first payment option
Tap any payment option. If you choose a SHOPLINE Payments option, you can only add general payment options afterwards. The following is an example of choosing the SHOPLINE Payment credit card as the first payment option.
Step 2. Edit amount payable
Tap the amount to edit the amount payable for the first payment option. When it is lower than the total amount payable for the order, there will be an "Add Payment" box for you to add the second payment option or more.
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 final order amount (as change is not available).
3. The amount payable cannot be less than the minimum checkout amount (if any).
4. 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.
2. The edited amount can be greater than the final order amount (as change is available).
Step 3. Add the second (or more) payment options
Tap Add Payment to add other payment options. If you have chosen a SHOPLINE Payments option, there are only general payment options available in the selecting window.
After adding the payment option, you can edit the amount payable again if needed, and add other available payment options. You can add up to 5 payment options.
*Note: If you choose a general payment option, you can set the amount payable to be greater than the final order amount. The amount of change will be listed below.
Step 4. Preorder/checkout
Tap Preorder or Checkout and wait for the customer to pay. You can also tap View Payment Status down below to see the final result of each payment option for this order.
For SHOPLINE Payments options, the status can be "Unpaid/Payment failed/Payment successful" according to the final result. For general payment options, the status will be "Payment successful" by default. Merchants must confirm the final payment results themselves.
Step 5. Payment results
i. Successful payment
When the payment is successful, the POS app will list all of the payment options for this transaction. The amount of change will also be listed if there is any. Tap OK after confirmation, and you will be redirected to the checkout page.
ii. Failed payment
If there is any failed payment, the POS app will list the failed ones and the reasons. You can tap Cancel payment or Reinitiate payment.
iii. Payment timeout
Payment timeout might happen due to an unstable internet connection. If the customer hasn't paid, you can wait for 150 seconds to check the final payment results. If the customer has paid, you will have to wait for 3 hours for the final payment results. It is suggested to go to the "Orders" tab to refresh the order to retrieve the final payment result. If unsuccessful, you can cancel the said order and place a new one.
*Notes:
- When reinitiating payment for a failed mult-payment order, the app will only reinitiate the failed SHOPLINE Payments option with the same payment option.
- As an internet connection is needed when using SHOPLINE Payments, please ensure a stable connection during checkout. Should disconnection happen, an error notification will pop up. Tap OK. If the order is created, you will be redirected to the "Orders" page. If the order is not created, you will be redirected to the "Checkout" page.
- If your POS app has not yet been updated to iOS v1.50.0/Android v1.28.0 or above, you will not be able to access transactions with multi-payment options. Please update your POS app first.
2. Cancel payment/order during the 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 payment
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.
*Notes:
- Canceling order before payment (Alipay CN):
Since the orders made with Alipay (CN) are created after payment, there will be no "Cancel Order" option before payment. - 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.
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.
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 payment (Android version)
If payment errors occur, you can reinitiate the payment and change the payment method.
For more details on terminal settlement, please refer to here.
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.
For more details on terminal settlement, please refer to here.
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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