CONTENTS:

1. Setting up Shopify
2. Setting up MobilePay Online
3. Setting up ViaBill
4. Setting up ANYDAY Split in Shopify
5. Capture a payment
6. Refund a payment
7. Find payment ID in Shopify
8. Make an "I have read and accept the terms of trade" check box
9. Change the payment logos in the footer

 

1. How to set up Shopify

Please note: This guide should only be used if you are an existing customer or your application at pensopay has just been approved.

If you wish to use pensopay's payment services, please go to dashboard.pensopay.com/register and sign up to submit an application. Once your application has been approved, you can proceed with the following steps.

How to get started:

Once the above mentioned criteria is in place, you start by creating an account at app.pensopay.com/register.

It is important that you send the ID number of the account (located at the top right corner) in an e-mail to support@pensopay.com, as we will then activate your account - payments will not go through before this step is completed.

Once we confirm that the account is "live", you can proceed with the next steps.

 

Next, install pensopay credit cards on your Shopify solution. 

You must download it via Settings -> Payments -> Supported payment methods. Then select "Search by provider". 

 

You must then set up the app so that you can accept online payments. 
Press "Manage". 

Here you must insert your your Token. 

To find these two, go to app.pensopay.com.

Under Settings -> Tokens can you create your token 

To create your token, press add new -> enter the name (for example "Shopify") -> press save. Next, your TOKEN key appears in the green field. This is the one you need to copy in.

After the keys are inserted, select card logos. 
Tick ​​those you can accept and press Activate Credit Cards via pensopay.

A connection has now been established to the payment app, and you can receive card payments via pensopay.

ATTENTION: It is important that you deactivate any existing apps that will no longer be used once you have installed the new one, so they do not conflict.

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2. Setting up MobilePay Online

First, you need to install the pensopay Mobilepay app on your Shopify.

Next, install pensopay MobilePay on your Shopify solution. 

You must download it via Settings -> Payments -> Supported payment methods. Then select "Search by provider". 

Next, select Manage

Here you must insert your token. 

To find these two, go to app.pensopay.com.

Under Settings - Tokens you create your token.

The payment app is now connected and you can receive MobilePay payments via pensopay.

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3. Setting up ViaBill

Start by installing the pensopay ViaBill app in your Shopify.

Next, install pensopay ViaBillon your Shopify solution. 

You must download it via Settings -> Payments -> Supported payment methods. Then select "Search by provider". 

Then select Manage

Here you must insert your token. 

To find these two, go to app.pensopay.com.

Under Settings - Tokens you create your token

The payment app is now connected and you can receive ViaBill payments via pensopay.

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4. Setting up ANYDAY Split in Shopify

Start by installing the pensopay AnyDay app in your Shopify. - THE APP IS NOT APPROVED BY SHOPIFY YET.WE EXPECT IT TO TAKE A MAXIMUM OF 2 WEEKS.

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Then select Manage

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Here you must insert your token. 

To find these two, go to app.pensopay.com.

Under Settings - Tokens you create your token

The payment app is now connected and you can receive ViaBill payments via pensopay.

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5. Withdraw a payment

Here is a guide that describes how to withdraw money in your Shopify webshop:

1. Start by finding the order you need to process inside the order overview in Shopify

2. Inside the order, you will find a "capture" button. Capture refers to withdrawing the money

3. When you press the "Capture" button, a box appears showing the amount. Press the "accept" button to make your withdrawal of the amount

4. When the order has been accepted, it will appear in the order history that the order has been cancelled

5. Finally, mark the order as "fulfilled", which will create a shipment and send a message to the customer that the order is on its way

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6. Refund a payment

 It may happen that it becomes necessary to refund a transaction for a customer. Below you will find a guide on how to do this in your Shopify solution:

 

1: Select the order you want to refund 

2: Press refund at the top of the page:

3: Make the refund at

1. Select quantity + possibly "restock item" 
2. Check the amount
3. Refund the amount

4: The refund has been made

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7. Find Payment ID in Shopify

From your account at app.pensopay.com, you can, among other things, follow up on payments and check whether a payment, refund or similar action made in Shopify has gone through correctly.

Find an order by following these steps:

Access the order in Shopify and scroll down to the timeline.

Here you will find a vertical timeline with dots indicating which actions have been taken on the order.

Find the point where the amount of the order is listed as having been approved on Credit Cards via pensopay.

NOTE: it must be authorization as Type - not capture or similar.

Then unfold the information via the small arrow next to the line.

Next, click on the arrow at the bottom where it says 'information from gateway'.

Here you will find a payment ID, which you can use to search for the order under 'payments' on app.pensopay.com or on my.clearhaus.com.

 

 

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8. Make a "I have read and accept the terms of trade" check box

The requirement that there must be a check box before payment, to which the customer can read these via a clickable link, as well as actively ticking that they have read and understood one's trading conditions is not something that Shopify has built into their shop system. 

Since Shopify is not a company established within the EU, they are not subject to this requirement - which makes it difficult for EU webshop owners. There are two options for getting such a check box into your shop. See below:

1. PROGRAM IT INTO YOUR SHOPIFY:
Shopify has created a technically advanced guide where you can program the checkbox into your shop.It requires a little know-how within HTML, CSS, Javascript and Liquid.You can read the guide: here.

2. PURCHASE CHECKBOX: 
If you are not technically savvy or have a Shopify expert in your network, then Shopify gives you an option to purchase the checkbox as an App in their app store.this stands at $2.50 per month. You can read more about it: here. 

We hope this helped you and if there are any further questions about the above, we can be reached by email: support@pensopay.com or by phone +45 77 344 388. 

9. Change the payment logos in the footer

ATTENTION!: Changes are made to the theme's source code via this guide. If you do something wrong, you risk that the shop will not be displayed correctly! If you have the slightest doubt, we'll probably help you set it up :) 

In Shopify, navigate toOnline Store→Themes→'Actions' drop-down→Edit code

In the search field, find the footer. liquid file and access it.

Click in the window and press Command + f (ctrl + f on PC) and search for

shop.enabled_payment_types

- in the footer. liquid code.

Replace all instances of this with the one below.

paymentIconsFix

 

An empty line is then created at the top of the file and the following string is inserted in the new line 1:

{%- assign paymentIconsFix = "visa,master,mobilepay" | split: "," -%}

Delete the payment methods from the string you do not want to show or add new ones to the string from the list below:
anyday
viabill
apple_pay
google_pay
maestro

 

This will provide an updated list of payment methods in the footer of the shop.

Remember to save and preview the result to see if it looks right.

 

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