Online and Mobile Payments Setup

Set up online and mobile payments to accept credit and debit card payments online for sales run using the ShopKeep Pocket app on a mobile device, emailed invoices, and orders placed via a ShopKeep eCommerce webstore. The ShopKeep account owner can fill out the payments application and connect a bank account in ShopKeep Pocket, and must complete additional steps to enable payments in ShopKeep eCommerce. Once set up, run an optional test transaction to make sure everything works properly.

This feature is currently only available to select ShopKeep merchants located in the United States.

Table of Contents

Set Up Payments

Submit your business and bank account information in the ShopKeep Pocket app to get approved to process credit payments for sales run in Pocket and emailed invoices. Once approved, enable payments in ShopKeep eCommerce to accept credit payments online in your webstore.

After signup and approval in ShopKeep Pocket, you will be able to access all methods of online and mobile payment. Additional steps are required to accept credit payments in a ShopKeep eCommerce webstore.

ShopKeep Pocket Setup Method

ShopKeep Business Owners can access the online and mobile payments setup flow in the ShopKeep Pocket app by starting a new credit sale to get approved for processing credit payments for sales run in ShopKeep Pocket, emailed invoices, and orders placed via a ShopKeep eCommerce webstore.

  1. Download and install the ShopKeep Pocket app on an iOS or Android device.

    Already have Pocket installed? Update to the latest version, then skip to step 3. For help updating the app, visit our Introduction to the iPad or Introduction to Android article.

  2. Open ShopKeep Pocket, then follow the steps here to sign into your existing ShopKeep account as the Business Owner.
  3. From the Dashboard tab, tap ‘+ New Sale’.
  4. Enter a sale amount of $0.50 or above, then tap ‘Credit’.
  5. Tap ‘Join Card Payments Program’ after reviewing the payments information.
    • Only the Business Owner can complete this and the following steps. If you see an error instead of the screen shown below, confirm you are signed in as the Business Owner.
    • If prompted to enter credit card information after tapping ‘Credit’, online payments are already set up for your account. Learn how to run an optional test transaction here if you are signed up.
  6. Tap ‘Business Details’, then follow the prompts to enter your business information.

    For this step, you will need to enter the:

    • Business type (e.g. sole proprietor, company, etc.)
    • Name, email address, date of birth, home address, phone number, and last 4 digits of the Social Security number of the Business Owner
    • Industry and website of the business
  7. Tap ‘Bank Account’, then follow the prompts to enter the details for the bank account where you want to receive deposits.

    Provide your long-term choice of deposit account as this information cannot be updated in ShopKeep Pocket. To learn how to change this account, contact paymentssupport@shopkeep.com.

    For this step, you will need to enter the:

    • Routing number and account number of the bank account
  8. Wait for ‘Active’ to appear next to ‘Business Details’ and ‘Bank Account’, indicating approval for payments.

    Most merchants will be approved within moments. If either status shows ‘Pending’, check back in 1 – 3 business days or wait to receive email confirmation that you were approved.

  9. Tap ‘Take Your First Payment’ to return to the ‘New Sale’ screen.
  10. (Optional) Follow the steps in the eCommerce Setup section below to enable payments for your ShopKeep eCommerce webstore.
  11. (Optional) Follow the steps here to run a test transaction.

Learn more about how to accept payments in ShopKeep Pocket here, about how to pay for invoices here, and about eCommerce integration here.

eCommerce Setup Method

After being approved for online and mobile payments, enable your payments account for use in ShopKeep eCommerce to accept credit payments online for orders placed in your ShopKeep eCommerce webstore.

This feature is only available for ShopKeep merchants on select pricing packages.

Don’t see this feature in your eCommerce Dashboard? Stay tuned as we roll out this new feature for everyone.

  1. Follow the steps in the section above to set up payments in the ShopKeep Pocket app.
  2. From the ShopKeep eCommerce Dashboard, click 'Payment'.
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  3. Click 'Actions', then 'Edit' next to the ‘Credit or Debit Card’ payment method.
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  4. Check that the page prompts you to turn on online payments.

    If we need more information or cannot verify your onboarding status, follow the steps in the section above to complete the online and mobile payments setup flow in the ShopKeep Pocket app.

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  5. Toggle the switch to enable this payment method at checkout if it is not already enabled.
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Learn more about our eCommerce integration here.

Run a Test Transaction (Optional)

After setting up online and mobile payments, run an optional test transaction by ringing up a sale in the ShopKeep Pocket app, paying for an invoice, or placing an order in your ShopKeep eCommerce webstore to confirm that setup was successful.

  • You only need to use one of the methods below to run a test transaction and confirm that online and mobile payments setup was successful.
  • After paying for a test invoice or ShopKeep Pocket sale, either perform a return at the register to balance out the net sales amount for that day or exclude that day when running sales reports. Transactions run at the register or in ShopKeep Pocket will appear in reporting and cannot be deleted. Paid invoices also cannot be deleted.
  • Online and mobile payments cannot currently be refunded back to the card used in the original payment.
  • ShopKeep Pocket Test Transaction

    Ring up a sale in ShopKeep Pocket, tender it to ‘Credit’, and manually enter a credit card to process a test transaction and confirm that online and mobile payments are working properly.

    1. From the Dashboard tab in the ShopKeep Pocket app, tap ‘+ New Sale’.
    2. Enter a sale amount of $0.50 or above, then tap ‘Credit’.

      All credit transactions run in ShopKeep Pocket require a minimum total amount of $0.50.

    3. Enter a card number.

      The credit or debit card used for the test transaction cannot be tied to the bank account used to set up online and mobile payments.

    4. Enter the card’s expiration date and CVV number, then tap ‘Done’.

    5. Select a receipt option to finish up.
      a To send an email receipt, tap ‘Email Address’, enter your email address, then tap ‘Email Receipt’.
      b To skip sending a receipt, tap ‘No Receipt’.
    6. Tap ‘Go to Dashboard’ to return to the Dashboard tab.

      Sales reporting will be updated to include the test transaction. Pocket automatically refreshes after completing a sale.

    For detailed, step-by-step help with using ShopKeep Pocket to process transactions, visit our Running Sales in ShopKeep Pocket article.

    Invoice Test Transaction

    Create a new invoice, send it to yourself, and pay for it online to confirm that online and mobile payments are working properly.

    This feature is only available for ShopKeep merchants on select pricing packages.

    1. Add a new customer in BackOffice using your own email address.
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    2. Create a new invoice, then select the customer created in step 1 from the ‘Bill To’ drop-down.
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    3. Add an open priced item to the invoice, and enter a price of $0.50 or above.

      All invoices paid online require a minimum total amount of $0.50.

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    4. Click the arrow, then select ‘Finish and Send’.
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    5. Locate the invoice in your email, then follow the steps here to pay it online.

      The credit or debit card used to pay for the test invoice cannot be tied to the bank account used to set up online and mobile payments.

    For detailed, step-by-step help with creating, managing, and paying for invoices, visit our Invoices article.

    eCommerce Test Transaction

    Place an order via your ShopKeep eCommerce webstore and pay for it with a credit card to confirm that online payments are working properly.

    This feature is only available for ShopKeep merchants on select pricing packages.

    1. In BackOffice, create a basic item priced at $0.50 or above.
    2. Follow the steps here to enable the item from step 1 in ShopKeep eCommerce.
    3. Visit your ShopKeep eCommerce webstore and click the test item.
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    4. Select 'Add to bag' to add the item to an order.
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    5. Click 'Go to Checkout' to pay for the order.
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    6. Enter your email address and click ‘Checkout’.
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    7. Follow the prompts to select a delivery or pickup option and enter your contact or delivery information.
    8. Select the 'Credit or Debit Card' payment method.
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    9. Enter your billing information, then click ‘Go to Payment’.
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    10. Enter your email and credit card information, then click 'Pay'.

      The credit or debit card used to pay for the test order cannot be tied to the bank account used to set up online and mobile payments.

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    11. Wait for confirmation of order payment.
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    12. Follow the steps here to update the order's 'Fulfillment Status' in the eCommerce Dashboard.

      The order can also be deleted from the Dashboard, if desired, by following the steps here.

    13. Follow the steps here to disable the item created in step 1 to remove it for purchase from the webstore.

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