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If you are a new merchant to Shift4Shop, this guide will go over how to connect payments with your store. We offer integrations with Shift4 Payments as well as PayPal Checkout (which includes support for PayPal Pay Later and Venmo).
To begin, take the following steps within your new Store Manager:
- Go to Settings > Payments
- Click on Select Payment Methods
- You will see two options here: Shift4 and PayPal
IMPORTANT:
Please note that until you have connected a payment method to your store, you will notice a warning banner at the top. This banner will advise you that you need to connect to a payment processor by the date listed to avoid your store being deleted. This is intentional, so please ensure you complete this as soon as possible.
This article contains the following sections:
Connecting with Shift4 Payments
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Once on the Payment Methods page, you will see two options at the top: Shift4 and PayPal.
If you are connecting with Shift4 Processing, click on the Start Set Up button for that option. This will prompt a pop-up modal window to display that contains plan details along with a link to the terms and conditions.
Once you have read the information, and agreed, click on the checkbox to do so and click Continue to proceed.
Additional Information:
You can also access our terms and conditions directly by clicking here.
After accepting the terms and conditions, you will be presented with a new page asking for your billing and credit card information. This is used to fulfill the terms and conditions that you previously agreed to. It is important to fill out each required field completely.
Once you have finished, you can click Submit and continue.
After submitting your billing and credit card information, you will be taken back to the Payment Methods screen. It will now show that Shift4 Processing is enabled, but you will also see a new information box prompting you to Complete Setup. Click on this to be taken to a new page.
After doing so, this new page will ask you for more information to complete your Merchant Application with Shift4. This needs to be completed so you can receive payments to your bank account. Complete this, and click on the Complete account setup button to submit it.
IMPORTANT:
Please note that at this time, you can not use an apostrophe in your DBA or Legal Name. If you have completed an application and it contains this character, please notify our Support Team for assistance.
Shift4 Processing Settings
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With Shift4 Processing, you can accept payments from the following payment types:
- Visa
- MasterCard
- American Express
- Discover
- Diner's Club
- JCB
After connecting, you will also see the following sections:
Advanced Settings
Allows you to change information such as the caption used on the store, styling adjustments, customer groups, and other conditions for display. See below for more information.
Select Credit Card Type
Merchants using Shift4 to processing payments are able to configure which credit card types available to select for the payment method by their customers.
You will see checkboxes for the following credit card types:
- Visa
- MasterCard
- American Express
- Discover
- Diner's Club
- JCB
Please note that you will need at least one credit card type selected.
Account Maintenance
This will take you to the Account Maintenance page where you can modify your account or bank information with Shift4. See here for more details.
Test Mode
Enabling this feature will enable the use of Shift4’s test servers. This will allow you to place test orders without actually charging any cards. Please ensure this is disabled when you are ready to take live payments.
Digital Wallets
These checkboxes allow for you to enable the use of GooglePay or ApplePay as digital wallets for your customers during checkout.
Shift4 Processing Advanced Settings
The Advanced Settings window will contain the following settings:
Caption
This field allows for you to change the caption used for the payment method. This is useful if you are also utilizing PayPal or an Offline Payment Method. This allows for you to change the text from "Online Credit Card" to another phrase altogether.
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. It adds a small message at the bottom of the payment method during checkout with a link to the following page.
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.)
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)
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.
Styling Adjustments
Enabling the Customize Display Style setting will allow for you to modify the appearance of the Shift4Payments method on the store.
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.)
Connecting with PayPal
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If you are connecting with PayPal, click on the Start Set Up button for that option. This will prompt a pop-up modal window to display that contains plan details along with a link to the terms and conditions.
Once you have read the information, and agreed, click on the checkbox to do so and click Continue to proceed.
After accepting the terms and conditions, you will be presented with a new page asking for your billing and credit card information. This is used to fulfill the terms and conditions previously agreed to. It is important to fill out each required field completely.
Once you have finished, you can click Submit and continue.
After submitting your Billing and Credit Card Information, you will be taken back to the Payment Methods screen. Here, you will see the PayPal payment method has been enabled, and you will now see an Initiate Onboarding with PayPal button within. Click on this, and follow the steps that display to connect your store with PayPal.
IMPORTANT:
Please note that with PayPal, our agents in Shift4Shop will not be able to assist with your payments account. If you have any questions or concerns regarding this, you will need to contact PayPal for support.
After connecting with PayPal you will see the following options in place:
Test Mode
Enabling this feature will enable the use of Shift4’s test servers. This will allow you to place test orders without actually charging any cards. Please ensure this is disabled when you are ready to take live payments.
Add a Pay Later payment button
Allows the use of PayPal Pay Later. Please click here for more information.
Show Pay Later messaging for available offers.
Displays messaging for PayPal Pay Later. Click here for more information.
Do not show buttons on Product Page
By default, PayPal buttons are shown on your product listing pages as well for the shopper's convenience. Marking this checkbox will disable that option so that PayPal buttons are shown only on the View Cart and Checkout pages.
Authorize Only
This checkbox enables the payment method's Authorize Only option.
Allow Instant payment sources only
Marking this checkbox makes it so that your customers can only pay using Instant Payment sources such as credit card payments. (i.e. no e-checks)
Do not retrieve customer address from PayPal
Normally, PayPal users log into their account and return to your store with their address information imported to the order. This checkbox will not pull their address information from their PayPal and instead require the shopper to enter their billing/shipping information manually during the order.
Switching from PayPal to Shift4
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If you have set up with PayPal and would like to switch to Shift4 Processing for payments, you can.
Look at the Shift4 option at the top of the Payment Methods page and select Start Set Up. This will prompt a modal window to display with the terms and conditions and features of this plan.
After reading this information, agree to the terms and conditions and continue. At this point, you may follow our directions in the Connecting with Shift4 section above.
IMPORTANT:
By making this switch, PayPal will be disabled by default but you can enable PayPal wallet to use Venmo, PayPal Express and PayLater.
Switching from Shift4 to PayPal
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If you have set up with Shift4 and would like to switch to PayPal for payments, you can.
Look at the PayPal option at the top of the Payment Methods page and select Start Set Up. This will prompt a modal window to display with the terms and conditions and features of this plan.
After reading this information, agree to the terms and conditions and continue. At this point, you may follow our directions in the Connecting with PayPal section above.
IMPORTANT:
By making this switch, Shift4 payments will be disabled by default but you can enable it manually.
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