How to Select Payment Methods at the Shopify POS Checkout

David Z  

The Shopify POS system is a great tool for in-person selling. Once you add products to a customer’s shopping cart, there are a wide range of payment methods that you can accept in-store. 

Customers can use multiple payment methods for the same order. You also have the ability to collect partial payments.

Note: Don’t click “External Terminal” as the payment method unless you’re using a separate payment processor from a third-party. Shopify does not process any payments from external terminals. 

Cash Payments

If a customer wants to pay with cash, follow these steps:

Step #1: Click “Charge” from the shopping cart screen. 

Step #2: Choose “Cash” from the “Select Payment” window. By default, the total amount of the order will appear on the screen.

Step #3: Enter the amount of cash the customer is paying with (if they’re not paying with exact cash). 

Step #4: Ask the customer if they want a printed receipt, return their change (if applicable) and tap “Done.”

Credit/Debit Card Payments

You can accept credit and debit cards from your customers using a supported card reader from Shopify POS.

Step #1: Tap “Charge” when viewing the customer’s shopping cart.

Step #2. Swipe the card. If you have a tap, chip, and swipe card reader, you can also accept contactless payments. This includes tap credit cards, Apple Pay, Android Pay, and chip cards. 

Step #3: Have the customer authorize the payment with a PIN or signature. This depends on what type of card they’re paying with and the card reader that you’re using.

Signatures can be collected directly on the Shopify POS tablet. 

Step #4: Ask the customer if they want a receipt, and click “Done” when you’re finished.

If you’re having problems with a card or your card reader, you can manually enter the credit card information to accept the customer’s payment. This will be a card-not-present sale, similar to how you process payments online. All manual card entries are subject to the Shopify online credit card rates, even if it’s processed in-person from a Shopify POS terminal.

Gift Card Payments

If you have a Shopify plan, then you can accept gift card payments from your Shopify POS.

Step #1: Tap “Charge” from the shopping cart page.

Step #2: Choose “Gift Card” from the “Select Payment” window.

Step #3: Scan the gift card barcode using the front-facing camera on your POS device. You can also use a 2D barcode scanner, or manually enter the code.

Step #4: Click “Redeem.”

Step #5: Ask the customer if they want a receipt and then click “Done.”

You can let your customers pay at a later time by clicking “Unpaid.” All unpaid orders are processed as a $0 transaction until payment has been accepted. 

More information on Shopify POS and Shopify hardware

Shopify POS

  • Shopify POS allows you to sell in-person in your physical retail store, pop-up shop, or at markets and events. It also enables you to sell online and manage all your sales channels in one place.
  • Shopify POS provides a range of features, including the ability to create custom orders, issue refunds, and apply discounts and promotions.
  • You can also manage your inventory in real-time with Shopify POS. This can help you avoid overselling products and ensure that you always have the right products in stock.
  • Shopify POS also includes advanced reporting and analytics, which can help you gain insights into your sales, inventory, and customer data. This can help you make informed decisions about your business and optimize your operations.

Shopify Hardware

  • Shopify offers a range of hardware products designed to work seamlessly with Shopify POS. This includes card readers, barcode scanners, receipt printers, and more.
  • Shopify’s hardware is designed to be easy to set up and use. You can simply connect your hardware to your tablet or smartphone and start accepting payments and managing your inventory.
  • Shopify’s hardware is also reliable and secure. Shopify uses the latest encryption and security technology to protect your customers’ data and ensure that your transactions are safe and secure.
  • Shopify’s hardware is also customizable. You can choose from a range of hardware options, including different types of card readers and printers, to fit your business needs and preferences.

In addition to these features, Shopify also provides a range of resources and support for merchants using Shopify POS and Shopify hardware. This includes 24/7 support, online resources and guides, and a community of other Shopify merchants to connect with and learn from.

Overall, Shopify POS and Shopify hardware provide a powerful solution for merchants looking to sell in-person and manage their business operations in one place.

With a range of features, hardware options, and support, Shopify can help you create a seamless and professional shopping experience for your customers, while also optimizing your operations and growing your business.

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