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Important This feature is only available for merchants using the Shift4 End-to-End plan. It is not available for merchants using any other plans.
Affirm is a special payment platform that allows users to finance large purchases on your Shift4Shop store. On purchases of $50 or more, your shopper will see links and information alerting them to the availablity of the Affirm payment option. When they opt to purchase using Affirm, they will choose their payment plan and complete the order. Meanwhile, as merchant, you are paid in full for the order at the time of purchase.
To begin setting up your Affirm integration, you will need to have an affirm business account. Please begin the process by signing up here. Once you have your Affirm Business account created, you may proceed with the following steps to integrate Affirm on your store.
Adding Affirm To Your Store
- Log into your Shift4Shop Online Store Manager
- Using the left hand navigation menu, go to Settings >Payment
- Once in the Payment page, click on the "Select Payment Methods" button
This will take you to the area of the Online Store Manager where you can add or review your store's payment modules. Along the top of the page, you will see pre-installed payment modules within a section labeled "Recommended Payment Solutions." Further down the page you will see a section labeled "Payment Methods" where you can manually install payment modules.
- Look towards the top right of the Payment Methods section and click on the "Add New" button.
A small popup window labeled "Add New Payment Method" will appear with your preliminary settings.
- In the Payment Method field, scroll down and select Affirm from the drop down menu
- Select the Country and State you would like this payment method to apply to.
- Choose the Minimum and Maximum order amounts this payment method will apply for.
- Choose the Customer Group you would like the payment method to apply for.
- Click on the "Add New" button to install the module.
The payment method will now be added. Your next step is to configure its account settings.
- Look for the Affirm payment method in your list, then look to the far right of it and make sure its toggle is turned to the "On" position.
The module will contain the following sections where you will input the credentials you get form your Affirm business account.
- Public Key
- Private Key
Note: Click on the "Change" link to enter your private key.
- Financial Product Key
Additional Settings
Along with your Affirm credentials, you will have these additional settings available for use.
Show Monthly Payment Messaging
Below the Financial Product Key field, you will see a drop down menu labeled "Show Monthly Payment Messaging" with several settings to choose from. The purpose of this drop down is to specify where the Affirm options are displayed for your users. Typically, the Affirm finance option is available on purchases of $50 or more. Therefore, the options found in this drop down menu are:
- None
Affirm is not displayed on the store at all
- All
Affirm is displayed on Product pages and View Cart Pages
- Product Page
Affirm is displayed only on product pages when the item price is $50 or more.
- View Cart Page
Affirm is displayed only on the View Cart page when the total order amount is $50 or more.
Data promo ID
Affirm allows you to customize the look and feel of the messaging and loan terms that are displayed for the shopper. When customized, the Affirm staff will furnish you with a Data promo ID that will be unique to your customizations. If/When you have this ID, you may place it in the "Data Promo ID" field to have it display.
Click here for more information on Promotional Messaging.
Authorize Only
Use this checkbox if you'd like to turn on the payment method's Authorize Only option. This will set it so that the charge is merely authorized when the order is created. Later, when you ship the order, you will need to capture the funds.
Test Mode
Marking this checkbox will use the payment method's test mode which will allow you to place test orders without actually incurring charges.
Once your settings are all configured, click "Save" at the top right to commit your changes.
Important
Please note that if you are using the multi-page checkout that the Affirm Modal JS feature is not compatible. If you are using the multi-page checkout, please disable this setting to ensure your customers can use this payment method. When disabled, customers will complete their Affirm transactions directly on the checkout page instead of through a pop-up.
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