Credit Card, Alipay & Octopus Checkout (HK)

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SHOPLINE Merchant Success
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*Only support 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 and Alipay(HK) at Hong Kong stores.

In this article, you'll find:

 

1. Checkout with a credit card

Step 1

Go to the Checkout tab on the POS app. Select the product and tap the green button at the bottom to check out. 

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Step 2

Select the credit card payment option you set in the Admin. 

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Step 3

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.
  • 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.

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Step 4

Tap Checkout at the bottom right and 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.

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Step 5

After the successful payment, the POS app will show a successful sign, and the card payment terminal will also show authorization approval.

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*Note: If the payment fails, you will see an error sign on the POS app. Tap Reinitiate payment to retry or tap Cancel to end the payment.

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2. Checkout with Alipay (HK)

⚠️ Note: Alipay (HK) can only be processed with the Adyen terminal.

Step 1

Go to the Checkout tab on the POS app. Select the product and tap the green button at the bottom to check out.

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Step 2

Select the Alipay payment option you set in the Admin. 

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Step 3

Tap the Alipay payment option again and select the applicable card payment terminal.

*Note:

  • Please keep the terminal connected to the network; otherwise, the checkout will fail.
  • If your retail store only has one terminal, the system will automatically select it as the payment terminal.

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Invite the customer to scan the QR code on the card machine to continue the payment.

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Step 4

After the successful payment, the POS app will show a successful sign, and the card payment terminal will also show authorization approval.

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*Note:

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.

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[Coming Soon] 3. Checkout with Octopus

⚠️ Note: Octopus can only be processed with the Global Payments terminal.

Step 1

Go to the Checkout tab on the POS app. Select the product and tap the green button at the bottom to check out.

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Step 2

Select the Octopus payment option you set in the Admin.

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Step 3

Tap on the Octopus payment option to select the terminal.

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*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 automatically select it as the payment terminal.
  • When using the Global Payments terminal, you should match the terminal IP with your iPad IP for it 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.
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Step 4

Tap the Checkout button on the bottom right and process the payment on the terminal.

*Note: Please keep the terminal connected to the network; otherwise, the checkout will fail.

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Step 5

Once the terminal is connected to the POS app, you can complete the remaining payment process on the terminal.

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Once the terminal displays the payment amount, you can have the customers swipe, insert, or tap their Octopus card. After the payment is processed, you can select whether to print out the receipt. The terminal will return to the main menu after the payment is completed.

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Step 6

If the payment is successful, it will display a successful sign.

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*Remarks for Octopus:

  • If the payment fails, it will display an error sign. You can tap Reinitiate payment to retry the payment on the POS app.
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  • As the top-up limit for the Octopus card is 3000 HKD, you will be unable to pay with Octopus for orders over 3000 HKD.
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  • You cannot use Octipus for payment if the product price has 2 decimal places. You can go to the SHOPLINE Admin > [Settings] > [Checkout] and switch on the toggle for "Apply Rounding Mechanism to Checkout Total Amount."
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4. Cancel payment

⚠️ Note: Cancelling a payment during the payment process is only supported for the Adyen terminal.

If the customer abandons the purchase before swiping the card or scanning the payment barcode, you can tap Cancel, then tap OK to cancel the payment.

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It will display "Payment cancelled successfully" in the Checkout tab.

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[Coming Soon] 5. 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.

1. Settlement for Credit Card orders

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.

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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.

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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.

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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.

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Step 3

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.

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2. Settlement for Octopus orders

Octopus orders can only be processed with the Global Payments terminal.

Step 1

Tap OCTOPUS on the terminal.

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Step 2

Tap the BATCHES icon at the bottom right.

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Step 3

Enter the password which is provided during installation.

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Step 4

If you only want to settle Octopus orders, please tap the **UAT** OCTOPUS at the bottom. To settle all orders, tap All Payment.

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Step 5

A "Settle all?" prompt will pop up. Tap Confirm and the settlement receipt will be printed out.

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6. Notes

  • When using the card payment terminal, please keep it connected to the network; otherwise, the checkout will fail.
  • The order checkout currently supports one type of payment option. Multiple payment methods cannot be used for the same payment.
  • If you have a set payment fee, the system will automatically calculate it on the checkout page. (Similar to the Alipay payment in Step 3)

 

 

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