Setting Up The Other Paypal Services

If you want to set up another of the Paypal services, not Express Checkout, follow these steps:

• If Paypal Express Checkout is already activated, you will need to first deactivate it. To do so follow the instructions above.

• In the "Select a Paypal method" dropdown menu, select the Paypal service you want to use.

Beyond that, you will need to follow the application process with Paypal, and the instructions provided by Shopify shown when you select the specific Paypal method.

Payment Methods - Using A Payment Gateway

If you have a merchant account and a payment gateway, you will need to set up the payment gateway in the checkout section of your store's settings. You can do this in the "Payment Gateways" section near the top of the checkout settings.

If your account came with Shopify Payments activated then you will not see the other gateways. If you want to use another payment gateway, you will need to first of all deactivate Shopify Payments by clicking the Use a different payment gateway button. You will then be able to see the dropdown menu "Select a Credit Card Gateway" with the list of gateways.

Click on the "Select a Credit Card Gateway" to view the list of payment gateways. The top of the list contains the gateways available for the country your business is based in. Further down the list, listed under "other" are the other gateways that may not be available in your country.

Each gateway requires different settings entered so that you can activate it in Shopify. You will be provided with these settings when you set up your account with the specific payment gateway. For some gateways you can also set which cards you want to accept.

For the Paymill gateway, for example, you will need to public and private keys.

Payment Methods - The Bogus Gateway

You may have noticed "(for testing) Bogus Gateway" in the dropdown list of gateways. This is a gateway that you can use to test the ordering process on your store: no payments are actually made. Before you launch your store, it can be useful to make an order using the bogus gateway just to see how it all works.

Activating the bogus gateway

Select "(for testing) Bogus Gateway" in the dropdown list of credit card gateways in the "Payment Gateways" settings.

Make sure that "Bogus" is checked in the list of accepted card types. Click the Activate button.

To do a test order in your store using the bogus gateway

• Click the View your website link at the top left of your admin to view your store.
• Add some products to your cart and make your way to the checkout.
• You will be brought to the first step of the checkout process. Fill in some customer details and click the Continue to next step button.

• This will open up the second step of the checkout process where you choose the shipping and make the payment. Verify that you are in fact using the bogus gateway: you should see the badge for the bogus gateway, it has a "B$" on it. Or it may be the new unicorn badge that you saw in the admin.

• You have three choices for the credit card number: type in "1", without the quotes, to simulate a successful transaction; type in "2" to simulate a failed transaction; or type "3" to simulate an exception, a gateway error message will be shown.
• For the expiration date, make sure that the date is sometime in the future.
• For the card security code, type in any three digit number.
• Click the Complete my purchase button to confirm the order.

If you simulated a successful transaction, you should now have a new order in your admin: we'll be looking at orders in detail in the next section.

Offline And Custom Payment Methods

You may also want to offer other payment methods like cash on delivery, money orders or bank deposit as a complement to credit or debit card. When a customer pays using these methods, they will be shown instructions on how to make the payment on the page that confirms the order. In your admin, the order will have a payment status "pending" and you can mark it as paid when you receive the payment.

Activating an offline or custom payment method

It's simple to put in place a custom payment method and essentially the same for all of them: you can enter whatever you want for the name of the method and the instructions for the customer. Follow these steps:

• In the "Offline & Custom Payment Methods", click the dropdown menu "Select a Custom Payment Method" and choose the method you would like or a custom one if you prefer.

• This will reveal the settings for the payment method. Fill in the name of your choice for this payment method. The customer will see this payment method as an option on the "Shipping & Payment" step of the checkout process.

• Next write the instructions to be given to the customer after they have confirmed their order. Explain exactly what they need to do to pay for their order. It's also good to explain when in fact you will send the order.
• Click the Activate button to activate your new payment method.

You can include more than one custom payment method also if you like. Just follow the steps above another time.

Customer Account Settings

Further down the page, after the payment gateway settings, you will find the settings for customer accounts. There are three different ways to organize the checkout process in your store:

• Accounts are disabled: With this the standard option, there are no customer accounts. Each time they make an order, the customer will have to fill in their details again. To be fair though, the process is extremely streamlined, it's not really that much extra effort and there is no need to remember passwords.
• Accounts are required: With this option, customer accounts are required. In fact customers cannot check out until you have created an account for them.
• Accounts are optional: With this third option, after confirming an order the customer is given the choice to create an account. If they choose to create the account, they can log in next time they want to make an order.

Choose whichever option best suits your store and click the Save changes button to the left. Remember to take a look at the process in action on your store. If you're up for doing a little technical wizardry, you also have the option of allowing customers to create their own account while shopping. Follow these instructions.

Collecting Customer Email Addresses

When a customer reaches the "Shipping & Payment" step of the checkout, they are presented a checkbox to receive occasional emails about new products, promotions and other news. In the order processing settings, you have to choose which one of three options you prefer for this:

• Customer agrees to receive promotional emails by default: With this option, the checkbox is selected by default to say that the customer would like to receive occasional emails from your store.
• Customer does not agree to receive promotional emails by default: The checkbox is not selected and the customer will not be put on the list to receive occasional emails unless they select the checkbox themselves.
• Disabled and hide this field: With the last option, the customer is not shown a checkbox to receive emails and no customers are marked as wanting to receive emails from your store.

Repeat business from existing customers is generally much cheaper than acquiring new customers each time. Email marketing is key to repeat business for online stores and the first step in email marketing is building a list. So this is an important one.

Click the Save changes button on the left to save changes to the settings.

Order Processing Settings

A credit card transaction consists of two key steps: authorization and capture. Authorization checks the card is valid, confirms it has enough funds for the transaction and holds the funds on the card. Capture then is when the transaction is actually charged to the card. For some payment gateways there is a choice on how to deal with authorization and capture:

• Authorize and capture automatically: The first option "Authorize and charge the customer's credit card" means exactly that, the order is authorized and charged automatically when the order is confirmed. This option most suits digital goods that are delivered immediately.
• Authorize automatically and capture manually: The second option "Authorize the customer's credit card" means authorize the amount of the order on the credit card and then you, the store owner, will manually capture the payment later. This option makes sense particularly if you do not ship immediately when you receive an order.
  
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After that there are two optional settings relating to how orders are dealt with - these will make more sense after the next part on orders:

• After an order has been paid - automatically fulfill all of the order's line items: With this option selected, when an order has been paid, or captured, all the products in the order are marked as fulfilled. This is useful if you ship directly on payment and you don't really need to distinguish whether an order is fulfilled or not. If the option is not selected then you will need to manually mark each order as fulfilled.
• After an order has been fulfilled and paid - automatically archive the order: When you have fully dealt with an order, it can be archived and it will no longer appear in the main list of open orders. With this option selected, orders that have been paid and fulfilled are automatically archived. If you prefer to manually archive orders yourself then leave this option unselected.

You will need to click the Save changes button on the left under the "Order Processing" section heading to save the changes to the settings.

Additional Content And Scripts

You may want to use some services that need to track your orders: for example for website statistics or for partner tracking. Often these services require that you insert a code snippet on the page the customer sees to confirm that their order has been passed. These code snippets can be inserted here.

It is here for example that you insert the code snippet from Google Adwords if you want to track purchases (or conversions). You'll find instructions on how to do that here.

Refund, privacy and terms of service statements

Next in the "Checkout & Payment" settings you will find a place to insert your refund, privacy and terms of service statements. You can click the buttons on the right-hand side to generate generic statements that you can then adapt to your business. These policies will appear linked from the footer in the checkout of your store. Click on the Save changes button to save any changes you have made.

There is more information about these three important statements at:

» //www.shopify.com/blog/6362560-shopify-now-offers-ecommerce-policy- templates

Checkout Language

Using this dropdown menu, you can select the language to be used on the checkout pages of your store. There are hundreds of languages from which to choose. If you don't find your language, you can always add a translation of your own by clicking the link "Create a new translation" underneath the dropdown list.

Note this last setting will only change the language of the checkout. There may be some text that appears on your store that comes from your theme templates. In this case, you will need to find the text in the template files and manually change them in the template editor.