Knowledgebase

How do I Setup Shift4 Payments on my Shift4Shop store?

When your new Shift4Shop account is created, you will automatically have the Shift4 Payment method enabled and ready to use.*

*Note
The Shift4 Payment method will be automatically enabled and ready to use for all new Shift4Shop stores using the free End-to-End eCommerce plan. Your store will use the email address that was used during your sign-up process to create/connect to your Shift4 Payments account. Be sure to also look for an onboarding email from Shift4 to help you complete your onboarding process on the payment method.

(US-based) Shift4Shop merchants that are not on the free End-to-End plan will also be able to connect their stores to Shift4 Payments if desired. Click here for information

To review your Shift4 Payment Method settings:

  1. Log into your Shift4Shop Online Store Manager
  2. Using the left-hand navigation menu, go to Settings >Payment
  3. Once there, click on the "Select Payment Methods" button located underneath "Payment Methods"

Your Shift4 Payments module will be listed at the top of the page. This article will describe the various settings that can be configured for your Shift4 Payments Module.

Contents
Click on a link below to review a specific topic.

Main Settings
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On the module, you will see the following settings and checkboxes.

  • Online Credit Card | Caption
    This will show the display name for the payment method on your store's checkout page(s). You may change the caption by clicking on the pencil icon to the left of the "Caption" label.
  • Customer Group
    This label will show you the assigned customer group on the payment method. The selected group will be a link that will also open up the advanced settings pop-up and give you access to the same settings mentioned above.
  • Exclude List
    This link will let you set up an exclude list for the payment method. This can be useful if you would like to prevent the payment method from being used for orders where the billing information is for a specific location. For example, a specific country or even a specific State in the US. (click here for more information)
  • Styling Adjustments
    Clicking this link will expand the module to give you several styling options for how the payment method will appear on your checkout page(s).

Additional Information
The Styling Adjustments area will contain these styling settings:

  • Template
    Choose between a Vertical or Horizontal layout of the payment fields.
    • The vertical layout will display the credit card fields below their respective labels
    • While the horizontal layout will display the fields laterally across from their labels.
  • Reset to default CSS
    Click this link to reset the CSS styles to their default state.
  • Body CSS Styles
    Allows you to edit/apply CSS styling to the background of the payment module's main body area.
  • Label CSS Styles
    Allows you to edit/apply CSS styling to the field title labels of the payment module.
    (i.e. Payment Type, Card Number, Expiration, etc.)
  • Form Control CSS Styles
    Allows you to edit/apply CSS styling to the fields shown in the payment module.
    (i.e. Select Card, Month, Year, Code, etc.)

Additional Settings
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On the far right side of the Shift4 Payments module, you will see the following link:

Clicking this link will open up a small pop-up window with additional configuration options (see below)

  • Minimum Order Amount/Maximum Order Amount
    Use these fields to set a range of order dollar amounts that will be applicable to the payment method. For example, if you want to limit the payment method so that it can only be used for orders in the $500 to $1000 range; you would enter 500 in the first field and 1000 in the second.
  • Order Status
    This drop down menu will let you choose whether the orders paid with this payment method will go to your store's NEW or UNPAID order status. Typically, you will want orders to go into NEW status, but if you are using the "Authorize Only" setting described earlier, you may wish to have orders go into UNPAID first while you prepare the order. After the order ius prepared and you're ready to capture the funds you can then manually move the order(s) to NEW status.
  • Display Shift4 TrueToken security message
    Enabling this checkbox will add a small notice on the payment method informing your customer about the TrueToken encryption and security measures used during the payment transmission.

Additional Information
When enabled, the TrueToken Security message will be placed at the bottom of the payment method and show this message:

The link displayed will direct the customer here for more information (in a separate browser tab).

  • Authorize Only
    When marked, this setting will authorize the credit card for the total order amount and reserve the funds. Then, when you are ready to collect the funds, you will click the "Capture" button found within the placed order. Click here for more information on the Authorize Only setting.
  • Save customer information for future transactions
    This checkbox will enable the tokenization functions of the payment method. Tokenization allows your shoppers to save their credit card information (for future orders and payments) while preserving your store's PCI compliance.
  • Customer Group
    If you are using special Customer Pricing Groups for your store, you can use this setting to limit the Payment Method to specific groups if/as needed. You can select the following:
    • All - All customers on your store regardless of their respective groups
    • None - Customers that do not belong to any particular group.
      (i.e. your regular retail customers.)
    • Select Specific- Or select specific pricing groups.
      (Note that you can select multiple groups if needed.)
  • Description
    A brief description that will appear with the payment method on the checkout page.
    (This is not used on the payment method, and may be left blank)
  • Confirmation Message
    A brief message that will appear along with the default "thank you" page at the end of checkout.

Once you've configured your advanced settings, you can click on the "Save" button in the Advanced Settings pop-up to finish setting them.

Saving Your Settings
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Once you have finished configuring and fine-tuning your Shift4 Payments method, click on the "Save" button located at the top right of the page to finish the setup.

Non End-to-End Plan Shift4Shop Stores
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As mentioned, Shift4 Payments will be enabled and ready to use on all new Shift4Shop accounts (US-only).

If you are not on the free Shift4Shop End-to-End plan nut you'd like to add Shift4 Payments to your store:

  1. Log into your Shift4Shop Online Store Manager
  2. Using the left-hand navigation menu, go to Settings >Payment
  3. Once there, click on the "Select Payment Methods" button located underneath "Payment Methods"
  4. Look for the Shift4 Payment module listed within the Preferred Payment Solutions section at the top of the page.
  5. Click on the Connect button to begin setting up your account and onboarding it to your Shift4Shop store.

Once the module is connected to your Shift4 account, the settings described at the start of this article will apply as well. You will also (temporarily) have access to a disconnect button if you would like to disconnect your store from Shift4 Payments.

This button will go away once either of the following scenarios applies:

  • You filled out and completed your Shift4 Payments Application
  • Your store has taken at least one order that was paid using the Shift4 Payments method

Again this only applies to merchants that are not on the End-to-End plan.
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