TapPay Backstage User Manual

TapPay Portal
User Manual
Version: 1.0.9 (Updated 03-2024)

0TapPay Portal User Manual

Document revision history:
Revision
date

Revised information

2020.03.05

Versionnumber

Editor

v1.0.0Phoebev1.0.1

Phoebev1.0.2

Phoebev1.0.3

Phoebev1.0.4Stacy

v1.0.5Stacy

v1.0.6Stacy

v1.0.7Irene

1. Optimized the Two factor authentication
2020.07.21

mechanism
2. Adjusted the position of change password

2020.09.01

1. Added the Transaction Record field
2. Added the Export Transaction Record field
1. Installment transactions are not fully refundable

2020.11.26

2. Merchant Management shows acquiring
specifications
1. Updated the Function List
2. Added Opening TapPay Account (3.1)
3. Added additional Apple Pay function descriptions(3.6.2.1)
4. Added additional Apple Pay instructions (3.6.2.2)
5. Added Apple Pay on the Web (3.6.3)

2021.03.12

6. Added Merchant Management–KYC Verified
Merchant Settings (3.10)
7. Added Invoice and Refund Records (3.12)
8. Added Settings for Sending Invoice and Refund
Record Reports (3.13)
9. Corrected the punctuations and structures of thefiles

2021.09.13
2021.11.25

1. Added Installment Payment for Link Payment (3.12)
1. Added Description on the Use of MGID for Link
Payment (3.12)
1. Adjusted the text description and images of2022.04.21

Transaction Record, Invoice and Refund andTransaction Record - Settings for Sending Invoice
and Refund Record Reports
1. Adjusted the overall structure of the document

2023.03.03

2. Updated the contents of 2.12 Link Payment
3. Added the chapters 2.3 Value-added Services andV1.0.8

Stacy
Ginny

2.10 Account Management

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TapPay Portal User Manual2024.03.21

1. Update the binding list content for Tap to Pay on
iPhone.

V1.0.9Clara

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Table of Contents
1. FOREWORD ................................................................................................................................. 1
2. FUNCTION INTRODUCTION .......................................................................................................... 2
2.1. LOGIN ACCOUNT ............................................................................................................................. 2
2.1.1. Two Factor Setting........................................................................................................ 2
2.1.2. Change Password ......................................................................................................... 4
2.1.3. Account Permissions ..................................................................................................... 4
2.2. OPEN SETTINGS .............................................................................................................................. 9
2.2.1. TapPay Po ..................................................................................................................... 9
2.2.2. Apple Pay on the Web ................................................................................................ 10
2.3. MARKETPLACE .............................................................................................................................. 11
2.3.1. E-invoice ..................................................................................................................... 11
2.4. DEVELOPER CONTENT .................................................................................................................... 16
2.4.1. Application.................................................................................................................. 16
2.4.2. System Setting ............................................................................................................ 18
2.4.3. Frontend SDK ........................................................................................................... 19
2.5. CURRENT BILLING.......................................................................................................................... 20
2.6. ACCOUNT INFORMATION ................................................................................................................ 21
2.7. DASHBOARD ................................................................................................................................ 222.8. MERCHANT SETTING ...................................................................................................................... 23
2.8.1. Create Merchant ........................................................................................................ 23
2.8.2. MGID setting .............................................................................................................. 28
2.8.3. KYC verified merchant settings ................................................................................... 34
2.9. TRANSACTION REPORT ................................................................................................................... 36
2.9.1. All Transactions .......................................................................................................... 36
2.9.2. Invoice and refund records ......................................................................................... 41
2.9.3. Delivery settings for invoice and refund record reports.............................................. 43
2.10. PAYMENT FACILITY ...................................................................................................................... 44
2.10.1. Account overview ..................................................................................................... 44
2.10.2. Transaction Details................................................................................................... 51
2.11. PAYMENT METHODS ................................................................................................................... 54
2.11.1. Apple Pay.................................................................................................................. 54
2.11.2. Apple Pay on the Web .............................................................................................. 57
2.11.3. Google Pay ............................................................................................................... 58
2.11.4. Samsung Pay ............................................................................................................ 61
2.11.5. Pre-setting ................................................................................................................ 63
2.11.6. How to create payment links.................................................................................... 66

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2.11.7. Code Management ................................................................................................... 74
2.12. AFFILIATE CODE GROUP SETTINGS .................................................................................................. 75
2.13. TAP TO PAY ON IPHONE ............................................................................................................... 77
2.13.2. How to make supplementary ................................................................................... 79
2.13.3. Binding List ............................................................................................................... 80
2.14. QUESTION MARK ........................................................................................................................ 82

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TapPay Portal User Manual

List of Figures
Figure 2-1 Two factor authentication ........................................................................................ 2
Figure 2-2 Setting backup verification ....................................................................................... 3
Figure 2-3 Changing the password ........................................................................................... 4
Figure 2-4 Account permissions ............................................................................................... 5
Figure 2-5 Add new shared user ............................................................................................... 6
Figure 2-6 Example of co-administrator permission settings .................................................... 7
Figure 2-7 Viewing, editing and deleting user ........................................................................... 8
Figure 2-8 Opening TapPay account ...................................................................................... 10
Figure 2-9 Account opened ..................................................................................................... 10
Figure 2-10 Apple Pay on The Web application ..................................................................... 11
Figure 2-11E-invoice homepage ............................................................................................. 12
Figure 2-12 Activate service: Step One .................................................................................. 13
Figure 2-13 Activate service: Step Two .................................................................................. 13
Figure 2-14 Activate service: Step Three ................................................................................ 14
Figure 2-15 Purchase Plans ................................................................................................... 15
Figure 2-16 TapPay developer document: setup SDK ........................................................... 16
Figure 2-17 Application ........................................................................................................... 16
Figure 2-18 Setting the domain of each platform .................................................................... 17
Figure 2-19 Application - linkpay setting ................................................................................. 17
Figure 2-20 Setting rules for server IP. ................................................................................... 18
Figure 2-21 Server IP settings ................................................................................................ 19
Figure 2-22 Frontend SDK ...................................................................................................... 19
Figure 2-23 Accounting books ................................................................................................ 20
Figure 2-24 Account information settings ............................................................................... 21
Figure 2-25 Dashboard ........................................................................................................... 22
Figure 2-26 Create Merchant - Default data of the Sandbox .................................................. 23
Figure 2-27 TapPay developer document - Information on test card numbers ....................... 24
Figure 2-28 Merchant settings - New Merchant ID ................................................................. 25
Figure 2-29 Merchant settings - New merchant $1 verification failed ..................................... 26
Figure 2-30 Create Merchant - Delete Merchant ID warning information ............................... 26
Figure 2-31 Create Merchant – SMS Notification for Transaction Failure Setting .................. 27
Figure 2-32 Application example MGID configuration contents .............................................. 28
Figure 2-33 MGID settings ...................................................................................................... 30
Figure 2-34 MGID deleting/editing .......................................................................................... 31
Figure 2-35 Adding payment configurations in MGID ............................................................. 32
Figure 2-36 Copying payment configuration ........................................................................... 33
Figure 2-37 Setting the KYC verification account ................................................................... 34

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Figure 2-38 Warning information for deleting KYC verification ............................................... 35
Figure 2-39 Description of the transaction record function ..................................................... 36
Figure 2-40 Instructions for displaying order details ............................................................... 38
Figure 2-41 Order Details - Request Payment On The Day function ...................................... 38
Figure 2-42 Exporting the transaction record file .................................................................... 39
Figure 2-43 Transaction record csv file ................................................................................... 39
Figure 2-44 Capture and refund records ................................................................................. 41
Figure 2-45 Email format of the invoice and refund record file ............................................... 42
Figure 2-46 Automatic delivery settings of invoice and refund reports ................................... 43
Figure 2-47 Configuration of the account overview function ................................................... 44
Figure 2-48 Recent Activities - single checkout content ......................................................... 46
Figure 2-49 Recent withdrawals - Contents of a single withdrawal ........................................ 48
Figure 2-50 Dispute - Contents of a single retention .............................................................. 49
Figure 2-51 Request records .................................................................................................. 50
Figure 2-52 Batch checkout - Querying account details ......................................................... 51
Figure 2-53 Recent Withdrawal record details ........................................................................ 52
Figure 2-54 Details on stopped payments .............................................................................. 53
Figure 2-55 Apple Pay merchant creation .............................................................................. 55
Figure 2-56 Modifying Apple Pay Merchant ............................................................................ 56
Figure 2-57 Apple Pay on the Web domain settings ............................................................... 57
Figure 2-58 Deleting Apple Pay on the Web domain .............................................................. 57
Figure 2-59 Google Pay merchant domain settings ................................................................ 58
Figure 2-60 Updating Google Pay Merchant .......................................................................... 59
Figure 2-61 Deleting Google Pay Merchant ............................................................................ 60
Figure 2-62 New Samsung Pay Merchant .............................................................................. 61
Figure 2-63 Deleting Samsung Pay Merchant ........................................................................ 62
Figure 2-64 Information on the banks that support link payment ............................................ 63
Figure 2-65 Link information and payment settings ................................................................ 64
Figure 2-66 Payment page - Installment payment information ............................................... 64
Figure 2-67 Setting the link payment Email template ............................................................. 65
Figure 2-68 Creating MID “Link Payment” order ..................................................................... 66
Figure 2-69 Creating MGID “Link Payment” order .................................................................. 69
Figure 2-70 Querying link payment order information ............................................................. 71
Figure 2-71 Deleting link payment orders ............................................................................... 72
Figure 2-72 Download location of the Shopify instruction manual .......................................... 73
Figure 2-73 Settings for adding Affiliate Code ........................................................................ 74
Figure 2-74 Modifying/deleting co-branded card information .................................................. 75
Figure 2-75 Co-branded card group setting ............................................................................ 76

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List of Tables
Table 2-1Description of the Link Payment (Merchant ID) setting field .................................... 66
Table 2-2 Descriptions of link payment (MGID) setting fields ................................................. 69

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TapPay Backstage User Manual

1. Foreword
Welcome to the TapPay Cash Flow Backstage (https://accounts.tappaysdk.com); thisdocument will provide complete instructions for the operations of backstage functions. Please
use the functions by following the latest version of the operating guide.
To learn more about TapPay products, please visit the official website of TapPay(https://www.tappaysdk.com); the payment types and connection specifications are describedin detail on the website.
If you have any questions while operating the backstage or have the need to connect new
products, please call us at (02) 2366-0080 between 10:00 - 13:00 and 14:00 - 18:00 from
Monday to Friday, or write us at support@cherri.tech; you will be served by dedicatedoperators. We wish you a pleasant journey using the product!

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2. Function Introduction
Descriptions on the introductions and operations of the various functions of the TapPay
backstage will be provided according to the pages in the menu below.

2.1. Login Account
2.1.1.Two Factor Setting
Two factor authentication can ensure the security of the account; after users logged into
the TapPay backstage, the “Email Security Verification” page will appear. Now you will needto go to the Email you used to register the TapPay account to obtain the verification code andpass the verification before you can log in (Figure ˙-1). In order to avoid situations where the
Email did not or cannot receive the verification code, you can set up a backup mechanism sothat if verification failed up to 5 times, you can switch to SMS verification instead.
If the number of verification failures reached the maximum limit, the account will belocked immediately and you can only try to login again after 24 hours, or contact TapPay
operators during working hours for assistance.

Email address

Phone number

Figure ˙-1 Two factor authentication

2.1.1.1. Enabling/Disabling Two factor authentication
The initial status of TapPay accounts has Two factor authentication “Enabled” bydefault; the “Disable” Two factor authentication can be clicked here. “Backup Verification”
cannot be set if you “Disabled” Two factor authentication .

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2.1.1.2. Adding Backup VerificationlConfirm that Two factor authentication is “Enabled,” then go to “Backup
Verification” and click on ① “Enable.”l

Select ② “Country Code” in the window that pops up and enter your “Mobile
Phone Number,” then click on “Send Verification Code.”lReceive the SMS message on your mobile phone, then return to the window andenter ③ “Verification Code” and click on “Submit.”lOnce setting is complete, the mobile phone number that you set will be displayed
here ④.

lAfter confirming it is correct, click on ⑤ “Submit” to complete backup setting.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-2 Setting backup verification
2.1.1.3. Changing the Mobile Phone Number for Backup Verification
Click on “Change Mobile Phone Number” under Backup Mechanism, then follow thesame steps as setting up “Backup Verification” for the first time. After confirming the changed
mobile phone number, click on ⑤ “Submit” to complete settings.

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TapPay Portal User Manual

2.1.2.Change Password
If you have the need to change the password, you can change password (Figure 錯誤!
所指定的樣式的文字不存在文件中。-3) on this page. Please complete the change byfollowing the steps below, then login with your new password you set the next time you log in.
lPlease enter your current password in ① “Old Password.”lPlease enter the new password to change to in ② “New Password” and “Confirm
New Password.”lClick on ③ “Submit” to complete the settings; please login with the newly changed
password the next time you log in.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-3 Changing the password

2.1.3. Account Permissions
If there are user requirements under the same account, “Account Management” can be
performed here; corresponding permissions can be set according to actual user needs toprevent users from accidentally changing the data.

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Figure 錯誤! 所指定的樣式的文字不存在文件中。-4 Account permissions
2.1.3.1. How to Add New User Account Permissionsl

Go to “Account Permission Settings” and click on ① “New Account” to enter the settings
page.

l

Enter the ② “Email” and “Password” of the user to add on the Settings page, and theuser can login using this information in the future.

l

Select the ③ “Role” that the user corresponds to or “SelectAll” to perform permission
settings. If function permissions need to be adjusted for individual users, it can be set inpoint ④.

l

The ④ permissions of the various functions can be adjusted here, for example:
Edit/View/Prohibit.

lClick on ⑤ “Submit” to complete the co-administrator settings.

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Figure 錯誤! 所指定的樣式的文字不存在文件中。-5 Add new shared user

2.1.3.2. How to Quickly Set User Permissions
1.

Role: TapPay divides user permissions into “Accountant,” “Developer” and“Administrator;” each role has different pre-set permissions. Click on the role to apply thesettings.

2.

SelectAll: this can set the same operation permissions for all users with the same role.
Set a single permission by clicking on “Edit,” “View” or “Prohibit;” this setting will beapplied for all functions of that account after clicking.

Application example: “Accountant” role permission setting
Click on “Accountant” under Roles and the pre-set permissions for accountant will be applied
to that account. If the permissions of some functions do not meet the requirements, they canbe adjusted manually (Figure 錯誤! 所指定的樣式的文字不存在文件中。-6).

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Figure 錯誤! 所指定的樣式的文字不存在文件中。-6 Example of co-administrator permission
settings

2.1.3.3. How to View, Edit and Delete User AccountslView and edit: you can return to “Account Permission Settings” and click on ①
“User Email” to enter the “Setting Page” to view or adjust permission statuses.

lDelete user: When you want to delete a user, click on ② “Delete” directly; thesystem will show a pop-up window to confirm “whether or not you want to delete” tocomplete the action.

l

Resend activation letter: If the “User” account that you set has not yet been
activated and did not receive the system letter, click on ③ “Resend” and the system
will resend a system activation letter to the administrator.

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Figure 錯誤! 所指定的樣式的文字不存在文件中。-7 Viewing, editing and deleting user

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2.2. Open Settings
2.2.1. TapPay Po
When you want to open a TapPay portal account, please complete the various verifications
by following the instructions on the page (Figure 錯誤! 所指定的樣式的文字不存在文件
中。-8):lPlease confirm ① whether the account you are trying to open is used for Shopify;
the verification item conducted after selecting will be slightly different.

lPlease complete the verification contents in ②, includingnFill in the basic information in business settings; refer to 2.6 AccountInformation for the details.

nFill in the Shopify merchant setting information (verification of this item
is required if you have a shopify account); refer to 2.11.6.5 Shopify
Merchant Settings for details.

nObtain the Merchant ID and fill it into the Prouduction of MerchantManagement; refer to 2.8.1 Merchant Settings for details.

nPerform a test transaction in the Transaction Record Sandbox; refer to
2.9 Transaction Records for details.

nComplete the MGID test and setting of the Prouduction (verification ofthis item is required if you have a shopify account) in MerchantManagement; refer to 2.8.2 MGID Settings for details.

nLock the IP of the Prouduction in System Settings; refer to 2.4.2 System
Settings for details.

lSelect the ③ “I Agree that charges will begin to apply immediately after accountapproval. (refer to the contract for the charging method)” statement.

lAfter completing the above and contacted TapPay to complete the signing of thecontract, select ④ “Agree and Activate;” TapPay operators will complete your online
review within 1 work day.

l

After the account is officially opened, this page will always show “Account is
Activated” (Figure 錯誤! 所指定的樣式的文字不存在文件中。-9).

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Figure 錯誤! 所指定的樣式的文字不存在文件中。-8 Opening TapPay accountFigure 錯誤! 所指定的樣式的文字不存在文件中。-9 Account opened

2.2.2. Apple Pay on the Web
Apply for the Apple Pay on the Web service through TapPay; you do not have to go to
Apply Pay to register for a Developer account (this application does not support Apple Pay in
APP). Please finish filling in the information and submit the application (Figure 錯誤! 所指定的樣式的文字不存在文件中。-10):l

Please fill in the URL of the website that provides Apple Pay service in ①l

Check whether or not it is a foundation ②; if you belong to a foundation, please fillin the “Foundation Approval ID.”l

Please read the ③ “Statement” and select “I agree that charges will begin to apply
immediately after account approval.”
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TapPay Portal User ManuallPlease check the ④ “I agree that charges will begin to apply immediately after
account approval (Please refer to the contract for detailed charging details.)”
statement.

lSelect ⑤ “Submit” after completing the above.

After reviewed by TapPay and confirmed the qualifications, you can get an Apple Paymerchant ID; the review results will be sent as a notification letter to your Email. Please notethat official activation can only be performed after your “Cash Flow Service” account isofficially opened (refer to 錯誤! 找不到參照來源。 for details).

Figure 錯誤! 所指定的樣式的文字不存在文件中。-10 Apple Pay on The Web application

2.3. Marketplace
Marketplace are third-party services provided on the TapPay platform. The third-party
service currently provided on TapPay is an “E-invoice;” other third-party services will
gradually be launched in the future.

2.3.1. E-invoice
A third-party service that can be introduced to TapPay by connecting the Open API of
TapPay. The e-invoice home page (Figure 錯誤! 所指定的樣式的文字不存在文件中。-11)
can be entered by clicking on “E-invoice” under “Marketplace”; this page will show the thirdparty value-added service center that TapPay is currently cooperating with. It contains service
introductions and instruction ② “API Connection” instructions. Also, the specification fileand related qualification applications can be downloaded in ① “Open API Specification.”

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Figure 錯誤! 所指定的樣式的文字不存在文件中。-11E-invoice homepage
2.3.1.1. How to Open Services
After you click on “API Connection” from the “E-invoice Homepage,” it will go to the“Activate Service” page; meanwhile, you can also enter the Open Service page from themenu to the left and then use the following steps to complete the qualification application andsystem connection verification with the value-added center:
Step One: Get shared Secret (Figure 錯誤! 所指定的樣式的文字不存在文件中。-12)lClick on the ① “URL” registered by the operator of the value-added center, andit will be redirected to the corresponding third-party value-added service centerin order to register the operator of the value-added center;l

After finished registering, please fill in the “Account ID” that you registered atthe value-added center and the “Shared Secret” you obtained into thecorresponding fields ②;lAfter filling them out, please click on ③ “Next” to enter Step Two.

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Figure 錯誤! 所指定的樣式的文字不存在文件中。-12 Activate service: Step One
Step Two: API Connection Check (Figure 錯誤! 所指定的樣式的文字不存在文件中。-13)lAfter your system is connected, you can conduct an “Issue Invoice” test in the
sandbox environment, and fill in the Request_id of that test into ① and click on“Check Connection Status;” the system will verify the request and report
whether or not connection was completed;lAfter the system reports “Connection Completed”, click on ② “Next” to enter
Step Three.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-13 Activate service: Step Two

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Step Three: Activated (Figure 錯誤! 所指定的樣式的文字不存在文件中。-14)lPlease confirm whether or not the “Account ID” and “Shared Secret” filled in ①
are correct.

l

After confirming there are no errors, please click on ② “Check Available Plans”
and the system will redirect you to the “Pricing Plans” list of the value-added
center.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-14 Activate service: Step Three
2.3.1.2.How to Purchase Plans
The “E-invoice” product plan (Figure 錯誤! 所指定的樣式的文字不存在文件中。-15) provided by the value-added center
will be displayed here; you can choose according to your needs. Currently, you need to call a
TapPay operator and the operator will help you confirm and activate the plan.

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Figure 錯誤! 所指定的樣式的文字不存在文件中。-15 Purchase Plans

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2.4. Developer Content
2.4.1. Application
When you are connecting the Frontend, you can obtain the App ID and App Key
required for the Setup SDK on this page (Figure 錯誤! 所指定的樣式的文字不存在文件
中。-17); you can also perform domain settings for different platforms.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-16 TapPay developer document: setup
SDK

Figure 錯誤! 所指定的樣式的文字不存在文件中。-17 Application

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2.4.1.1. How to Edit the Domain of Each Platform
Please select ① “Edit” at the top-right of the APP ID you want to set, and fill in the dataaccording to your needs ②; click on ③ “Submit” to finish setting (Figure 錯誤! 所指定的樣式的文字不存在文件中。-18).
If you enabled the “Link Payment” (2.11.4.3) function, the APP ID will automatically add
an account; you can see that the Domain Name is “link-pay.tappaysdk.com” (Figure 錯誤!
所指定的樣式的文字不存在文件中。-19) in Platform.Web. Please note that if you delete thisdomain, you will be unable to continue using Link Payment.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-18 Setting the domain of each platform

Figure 錯誤! 所指定的樣式的文字不存在文件中。-19 Application - linkpay setting

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2.4.2. System Setting
Before you use the Sandbox and the Prouduction, please bind the server IP of your
Sandbox/Prouduction and the redirect link settings in the backstage.

2.4.2.1. How to Set the Backstage IP
Please first confirm the environment you want to set, refer to the description of the IP
setting rules and examples (Figure 錯誤! 所指定的樣式的文字不存在文件中。-20) in the
TapPay developer document and perform settings by following the steps below (Figure 錯誤!
所指定的樣式的文字不存在文件中。-21).
1. Confirm the environment you want to set, and click on the ① “Edit” icon behindthe “Backstage IP Restriction” field;
2. After ② “Edit Field” is opened, please fill in the IP of your server;
3. Click on ③ “Save” to complete the settings.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-20 Setting rules for server IP.

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Figure 錯誤! 所指定的樣式的文字不存在文件中。-21 Server IP settings
2.4.2.2. How to set redirect links
When the consumer’s 3D verification operation fails and is redirected to the TapPay
transaction failure page, the URL that the “Go back” button on the page will redirect to is the
URL that you set here. The setting method is the same as the backstage IP setting; pleaseclick on Edit behind the field, enter the URL and then save to complete the setting.

2.4.3. Frontend SDK
When initiating a transaction, the Frontend will call the Get Prime kit to convert sensitive
information of the consumer into strings (Prime Token). This chapter will explain the setting
method and mechanisms of the frontend kit; please refer to the description contents
according to the platform and framework you use (Figure 錯誤! 所指定的樣式的文字不存在文
件中。-22).

Figure 錯誤! 所指定的樣式的文字不存在文件中。-22 Frontend SDK

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2.5. Current Billing
You can view the accounts for the month and the account records (billing history) on this
page; the settlement time of the accounts is at 23:30 on the first of the next month and thesettlement interval is from 00:00 on the 1st of the month to 24:00 at the end of the month. The
following is the description (Figure 錯誤! 所指定的樣式的文字不存在文件中。-23):lAccounts for the month ①: You can view the total transaction amount, quantityand other information; if you have discount codes, they can be entered here as
well. Press “Confirm”to complete the discount amount for the month.

l

Account record ②: Past payment amounts will be shown here.

lPayment information ③: If you want to use automatic payment, please bindyour debit credit card here; there will be 5% discount each month after boundsuccessfully.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-23 Accounting books

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2.6. Account information
When you’re logging into the backstage, clicking on “Your Account Name” on the top-leftcorner will enter the “Account Information” page (Figure 錯誤! 所指定的樣式的文字不存在文
件中。-24).
lHere ①, you can find out whether or your account has been officially opened; itwill show that your account is opened if your account is officially opened.

l

Click on “Show Key” to obtain information on the ② Partner_Key required fortechnical connection.

l

If you need to update account information, please click on ③ “Edit” to modify
account related information; click on “Save” when modification is complete inorder to update the data into the system.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-24 Account information settings

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2.7. Dashboard“Dashboard” is the default screen when you log into the TapPay backstage; TapPay will
announce recent adjustments and optimizations made to the system functions. The
announcements are categorized as SDK-JS, SDK-Android, SDK-iOS, Backend API and
Portal; you can freely switch between them for viewing (Figure 錯誤! 所指定的樣式的文字不存在文件中。-25).

Figure 錯誤! 所指定的樣式的文字不存在文件中。-25 Dashboard

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2.8. Merchant Setting
2.8.1. Create Merchant
Create Merchant is used to set the Merchant ID for when the TapPay payment service isused; the setting management page of the SandboxProduction and the “SMS Notification” forMerchant ID transaction failures are provided here. Their descriptions are as shown below:
l Sandbox: The TapPay system will generate the Merchant ID (Figure 錯誤! 所指定的樣式的文字不存在文件中。-26) used for testing automatically to test the technicalconnections. You can obtain the list of card numbers (Figure 錯誤! 所指定的樣式的
文字不存在文件中。-27) that can be used in the Sandbox from the developer
document on the official website of TapPay; URL:
https://docs.tappaysdk.com/tutorial/zh/reference.html#test-card.
l Prouduction: when you are obtaining the official Merchant ID, please switch to theProuduction to perform settings (refer to Chapter 0); if you did not apply for the
Merchant ID through TapPay, please contact customer service first to confirm thecontents before filling them in.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-26 Create Merchant - Default data of the
Sandbox23

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Figure 錯誤! 所指定的樣式的文字不存在文件中。-27 TapPay developer document Information on test card numbers

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2.8.1.1. New/Delete merchant
When you need to set the Merchant ID in the Prouduction, please perform settings withthe following steps (Figure 錯誤! 所指定的樣式的文字不存在文件中。-28):
1.

Please first confirm that your merchant setting environment has been switchedto the ① “Production;”

2.

Please click on ② “Create New Merchant” and the “Create New Merchant”
setting window will appear;3.

Please fill in the ③ remarks (optional) and select your “Connected Acquirer;”the system will show the contents that need to be filled in according to the bankthat you selected. Please fill them in according to your actual situation andsubmit;4.

In order to verify whether or not your Merchant ID exists, please enter a ④ realcredit card number to perform a $1 transaction for testing; it will be refunded
automatically after testing has been passed;

5.

After the verifications mentioned above are completed, it will return to the“Create Merchant” page and show ⑤ that you have successfully created theacquiring information;

6.

When verification failed (Figure 錯誤! 所指定的樣式的文字不存在文件中。-29),
your new Merchant ID will not be created; the system will show the result ofyour $1 transaction test, and you can click on ⑥ “Enter Card Number Again” toreturn to ④ and perform the $1 transaction test again;

7.

If the test result is information related to Merchant ID error, please click on ⑦
“Recreate” and the system will take you back to ③ for you to perform settings
again.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-28 Merchant settings - New Merchant ID

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TapPay Portal User Manual

Figure 錯誤! 所指定的樣式的文字不存在文件中。-29 Merchant settings - New merchant $1
verification failed
If you need to delete the Merchant ID previously set due to factors such as switchingcooperating banks, please locate the Merchant ID you want to delete and then click the“Delete” icon to the far right; the system will show the warning information (Figure 錯誤! 所指定的樣式的文字不存在文件中。-30), please read it and then check “I have finished reading”
and then click on “Delete” and the system will delete the Merchant ID officially.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-30 Create Merchant - Delete Merchant ID
warning information

2.8.1.2. Enable/disable SMS notification
You can set whether or not to enable “SMS notification for failed transactions” forindividual Merchant IDs. The notification for failed transactions has standard contents, andyou can only set the “Merchant Name,” “Merchant Phone Number” and “Merchant Email;”
please perform settings with the following steps (Figure 錯誤! 所指定的樣式的文字不存在文
件中。-31):lPlease locate the Merchant ID you want to set the “SMS Notification” for and clickon the ① “Settings” icon to its far right.

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TapPay Portal User Manuall

The system will open the ② “SMS Notification for Transaction Failure Setting”
screen; please enter the name, phone number and Email in order and then click on“Submit.”l

The system will take you back to “Creat Merchant” where you can see that the “SMS
Notification” ③ light of that Merchant ID has turned green, meaning that setting has
been completed.

l

If you want to disable “SMS Notification,” please go back to ②, switch off Enable
and then click on ④ “Submit” to complete the settings.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-31 Create Merchant – SMS Notification forTransaction Failure Setting

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TapPay Portal User Manual

2.8.2. MGID setting
To make it easier for you to manage multiple Merchant IDs and use the Merchant IDs
set to distribute transactions, the MGID setting function can set multiple Merchant IDs into
groups (Merchant Group ID); multiple payment types, own-card acquiring banks and backup
mechanisms can be configured for each MGID. TapPay will perform subsequent processes
according to each of your transaction type and the corresponding Merchant ID that you set for
MGID to be sent to for each type; please refer to the following scenarios and setting
descriptions:

2.8.2.1. MGID application scenario
Multiple payment configurations can be set for each MGID; if backup Merchant IDs were
not set and consumers conducted transactions without using the Merchant ID’s own card, thetransaction will fail.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-32 Application example MGID
configuration contents

Scenario application description, please read the following description based on theconfiguration example in Figure 錯誤! 所指定的樣式的文字不存在文件中。-32:
Scenario one: Setting multiple

Scenario two: Setting backup accounts

payment transaction types
Transaction

Execute a 3D installment transaction

instructions
MGID not set

Execute a 3D general Cathay United
Bank transaction

You must pair and carry over MID_C

Assuming that you did not set up(3D installment) by yourself; if the

backup account, therefore, this Cathay

wrong MID was carried over, it may

United Bank transaction will fail.

cause the transaction to fail.
Configuring

You have set up a MGID that

When the MGID that you set contained

MGID

contained different payment

own card and backup account, when

configurations. When you perform ayou perform a transaction not using

3D installment transaction; you only

the own card of the acquiring bank,need to carry over this MGID.

only this MGID needs to be carried
over.
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TapPay Portal User Manual

TapPay determined the transaction

TapPay determined that the card type

type to be “3D installment” andwas a Cathay United Bank card andpaired the corresponding Merchantaccording to the MGID that you

ID based on the MGID you

configured, there was no

configured, therefore, TapPay willcorresponding own-card Merchant ID

send this transaction as MID_C (3D

paired to it, therefore, TapPay will

installment) in this scenario.

send this transaction as MID_F(backup: CTBC Bank).

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2.8.2.2. How to set or delete MGID
When you already have the Merchant ID and want to set up MGID, please select MGID
setting under Merchant Management in the menu to the left; the following are step
descriptions:
1.

Please first switch to the MGID ① environment you want to set;2.

Click on ② “New MGID” and a fill in window will appear;3.

Please name the MGID name and then click on ③ “Next” (please note that thecustomized MGID name is the name that will be carried over when you submit
the transaction; if you need to change the MGID name, please press “Previous”
to change it. It can no longer be changed after created);

4.

Please set the ④ payment method (Direct Pay/wallet types), verification
method (3D/non-3D) and payment method (Standard/Redeem/Instandard).
(Please note that non-Direct Pay payment methods only support non-3D andStandard payment methods);

5.

Please ⑤ set the “On us Merchant” and “Backup Acquirer Account;”6.

Please select and set the corresponding ⑥ acquiring bank according to ⑤; atleast one has to be set, otherwise it cannot be created;

7.

Please read the warning information, then check ⑦ “Please read the following
Message;”

8.

After all items described above are completed, you can click on ⑧ “Submit” tocomplete the creation of this MGID.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-33 MGID settings

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Based on your actual usage situation, you can adjust MGID configurations (Figure 錯誤!
所指定的樣式的文字不存在文件中。-34) at any time; click on ① to delete the entire MGID,
click ② to edit a single payment configuration in MGID, and click on ③ to delete a single
payment configuration in MGID. Please note that deleting/editing any configuration in MGID
will become valid immediately after “Submit” is clicked.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-34 MGID deleting/editing

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2.8.2.3. How to add or copy payment configurations
When you have already 2.8.2.2 set up a MGID (Figure 錯誤! 所指定的樣式的文字不存在
文件中。-33) and are going to add payment configurations in MGID, please add them byfollowing the steps below (Figure 錯誤! 所指定的樣式的文字不存在文件中。-35):
1. First, locate the MGID that you want to add payment methods to, and click on ①
“Create Payment Setting”;
2. The system will pop up the window ② Please select and fill in the configuration
content; please note that configuration methods that already exist in the MGID
cannot be created repeatedly. Press “Submit” after filling in;
3. It will return to the MGID setting page ③, and the configuration you added will
be display in that set of MGID, which means that the configuration was createdsuccessfully.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-35 Adding payment configurations in
MGID

If you want to copy a set of “Payment Setting” as the basis for the setting of a new payment
configuration, please do so using the following steps (Figure 錯誤! 所指定的樣式的文字不存
在文件中。-36):
1. First, confirm the MGID that you want to set: ① The example is “MGID_type2;”
2. Select and confirm the configuration you want to use and click on ② “Copy”: The
example is “Direct Pay/Non-3D/STANDARD/on us merchant ESUN /Backup
NCCC;”

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3. The system will pop up the window ③ showing the configuration under MGID;
you can make adjustments according to your needs and then click on “Submit”:
the payment method was adjusted to “Apple Pay” in the example;
4. After completed copying, the payment configuration: “Apply Pay/Non3D/STANDARD /On us merchant ESUN/Backup NCCC” that you added willappear under MGID ④, which means that setting is completed.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-36 Copying payment configuration

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2.8.3. KYC verified merchant settings
If your transaction type need to support KYC verification (only verification and notauthentication), you must first go to KYC verification merchant settings in MerchantManagement to create a 1KYC verification account; if you choose to perform KYC verification
and authentication with Taishin Bank/ESUN Bank, you just need to create a Taishin
Bank/ESUN Bank Merchant ID in “Merchant Settings.” Refer to 2.8.1.1 on how to create theaccount. The following are descriptions on the steps for KYC settings (Figure 錯誤! 所指定的樣式的文字不存在文件中。-37):
1. Please first switch the setting environment ① to “Proudction” (The Sandbox was
already generated by the TapPay system).
2. Please click ② “Create New Verification Account” and the system will pop up afilling window.
3. Please select ③ “Connected Acquirer” and fill in the “Acquirer Account Number,”“Terminal ID” and Description (optional), then press “Submit.”
4. The ④ KYC “KYC Verification Merchant ID” you added is displayed after
returning to the page; please note the “KYC Verification Merchant ID” because
this value needs to be carried over when you submit transactions that require theexecution of KYC verification.
5. Clicking ⑤ “Settings” only allows editing of the “Remarks” information.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-37 Setting the KYC verification accountIf you have the need to delete the KYC verification Merchant ID, please click on the“Delete” button in the icon, read the deletion warning information and then press “Submit” todelete (Figure 錯誤! 所指定的樣式的文字不存在文件中。-38). Please note that delete is

1 KYC verification account – Currently, only NCCC verification is supported; please apply for a Merchant ID from NCCC first before setting

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effective immediately; the verification account can no longer be used to perform KYC
verification after it is deleted.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-38 Warning information for deleting KYC
verification

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2.9. Transaction Report
2.9.1. All Transactions
2.9.1.1. How to use the search function
You can query the transaction data and export transaction record reports of the
Sandbox/Production on this function page; to make it easier for you to query transaction
records, basic conditions and advanced search functions are provided for you to querytransaction records using specific conditions.
l

You can switch between the Sandbox/Production here ①.

lThis is ② basic query setting, which includes “Start/End Date,” “Time Interval,”“Merchant ID,” “Bank Transaction ID” and “Currency.”l

To search for information on specific transactions, ③ “Advanced Search” can beclicked on to set filter conditions including the “Transaction Type,” “Transaction
Information” and “Card-holder Information.”l

After finished entering the conditions described above, click on ④ “Search.”l

The system will display the filtered data in ⑤ this list according to the search
conditions.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-39 Description of the transaction record
function

2.9.1.2. How to read transaction records
If you entered related conditions and a transaction was filtered out, you can find out related
information of this transaction based on the following descriptions (Figure 錯誤! 所指定的樣
式的文字不存在文件中。-40):l

The current ① “Status” of the order will be displayed on the order list; the status
includes: All, Error, Authorized, Captured, Partially Refunded, Refunded, Pending
and Cancel.

36

TapPay Portal User ManuallClick on a transaction on the order list and information related to the order will be
displayed on the right; ② shows the merchant information of the order, including theMerchant ID and merchant name.

lContents of the ③ “Transaction Information” includes the bank’s authorization
information, transaction amount and refund information, bank/merchant ordernumber and other records.

l④ “Trade History” shows the change history of “Status”; if any of the statustransformation was unsuccessful, the related error code will be displayed.

l⑤ “User Information” is the consumer information; it is information that can be used
to identify the consumer.

lThese are the related operation ⑥ “Functions”, there are execution conditions fordifferent statuses: (1) If the order status is “Authorized” (Figure 錯誤! 所指定的樣式的文字不存在文件中。-41), you can perform “Request Payment On The Day” or“Full Refund” (this stage is the same as canceling authorization) operations here; (2)If the order status is “CapToday,” you can perform the “Refund” operations or enter
partial amounts to perform “Partial Refund” here.
If your request payment condition is an “Automatic Payment Request”, you will nothave to operate the “CapToday” function one by one on the backstage; in addition,
after “CapToday” is pressed, the request payment operation will be performed in theevening of the same day.

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Figure 錯誤! 所指定的樣式的文字不存在文件中。-40 Instructions for displaying order details

Figure 錯誤! 所指定的樣式的文字不存在文件中。-41 Order Details - Request Payment On
The Day function

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2.9.1.3. How to export transaction records
When you filtered data using the conditions described above and need to export the data,
please do so using the following steps:l

Filter the data range to download through conditions ①.

lClick on ② “Export Transaction” and click “Download transaction record by pressing
this button within 15 seconds”.

lYour file ③ will be downloaded; you can go to the space that you set to save thedownloaded file to open the file for browsing (Figure 錯誤! 所指定的樣式的文字不存
在文件中。-43), the file name is “Tappay_records.csv.”

Figure 錯誤! 所指定的樣式的文字不存在文件中。-42 Exporting the transaction record fileFigure 錯誤! 所指定的樣式的文字不存在文件中。-43 Transaction record csv file39

TapPay Portal User Manual40

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2.9.2. Invoice and refund records
You can query the invoice and refund transaction data on specific time intervals on thispage, and export them into an excel report and send it to specific Emails. Please do so by
following the steps below (Figure 錯誤! 所指定的樣式的文字不存在文件中。-44):
1. Customize the ① “Time Interval” of the report to download, or select the “Default
Time Options.”
2. Select the ② status types to download: Capture/Refund/All.
3. Select the ③ “Merchant ID;” if the Merchant ID is not selected, the invoice and refund
records for all of your Merchant IDs will be downloaded.
4. Click on ④ “Send Report” and the options “Send to Default Email” and “Edit Default
Emails” will appear.
5. Selecting ⑤ “Send to Default Email” will send the file to the Email you used to apply
for the TapPay account (Figure 錯誤! 所指定的樣式的文字不存在文件中。-45).
6. Selecting ⑥ “Edit Default Emails” and the system will open a window for you to add
other recipient addresses.
7. After moving the cursor to ⑦ “Email to send,” enter the recipient’s address directly.
8. After clicking on ⑧ “Add the Email set,” the system will check whether or not the
Email you set is valid.
9. Click on ⑨ “Save” to finish adding.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-44 Capture and refund records

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Figure 錯誤! 所指定的樣式的文字不存在文件中。-45 Email format of the invoice and refund
record file42

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2.9.3. Delivery settings for invoice and refund record reports
In order to allow you to easily receive the report data automatically after you havecompleted the invoice and refund operations of the bank, you can perform related settings in
the “Delivery settings for invoice and refund record reports” in “Order Transaction”. Currently,
there are several rules according to the different acquiring banks; please open the relateddelivery settings based on your usage needs. TapPay will send an invoice and refund reportson the date and time; please perform settings by following the steps below (Figure 錯誤! 所
指定的樣式的文字不存在文件中。-46):
1. Open one of the ① “Delivery Rules” based on your needs;
2. Click on ② “Edit” to the far right of the rule and the system will open an “Edit Default
Emails” window;
3. Fill in the Email to receive the file under this setting and click on ③ “Save;”
4. Return to the page and you can confirm that the Email you set is displayed in the “Delivery
Email Setting” field; this means that setting is completed.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-46 Automatic delivery settings of invoice
and refund reports

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2.10. Payment Facility
If the cash flow service that you use is the TapPay cash flow service, you can browse theaccount records for collection and payment in “Payment Facility”; this includes recent
accounts, Recent withdrawasl, stop transaction payments (DIspute), account application
record and other information. Your deposit information and business conditions with TapPay
will also be displayed here. The following are descriptions on the sub-functions of this service:

2.10.1. Account overview
When you applied and obtained a collection and payment Merchant ID, TapPay will help
create your data in the system; you can check the current account statuses and theconditions agreed with TapPay for payment collection here. The following are descriptions of
the information that each block represents (Figure 錯誤! 所指定的樣式的文字不存在文件
中。-47):

Figure 錯誤! 所指定的樣式的文字不存在文件中。-47 Configuration of the account overview
function① Descriptions of “Account Overview” are as follows:
Field

Description
Actual withdrawable amount of the account. The amount in the accountafter deducting the amount with the status “On Hold” according to theWithdrawableagreed to deposit date after payment request is completed.
[Calculation method] Withdrawable = deposited - recently stopped
payments

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Field

Description
Amount blocked by TapPay to stop payment; block types include:

Funds
hold

on

l

Disputed payments: Disputed transaction amount that awaits
clarification.

l

Risk control reserved: Pledged amount retain by TapPay temporarily
according to the contract.

Transaction amounts that have payment requested, but have not yet
Clearing

Total
Capturedreached the agreed upon deposit date.
All amounts currently in the TapPay cash flow service account.
[Calculation method] Total = withdrawable amount + on hold + pending
deposit② Contents of automatic transfer bank accounts:
Field

Description

Account

The bank account name you provided when opening the TapPay cash flowNameserviceBank andThe bank code you use for money transfer when using the TapPay cash

Bank code

flow service

Account

The bank account you use for money transfer when using the TapPay cash

Numberflow service
Withdrawal method of deposited money stipulated in the contract between
you and TapPaylAutomatic withdrawal: After money is deposited, TapPay will

Withdrawal

automatically transfer the withdrawable amount into the bank accountprocess

mentioned abovel

Manual withdrawal: After money is deposited, you can apply forwithdrawal with TapPay, and TapPay will transfer the withdrawableamount into the bank account mentioned above

Clearing

The number of days to deposit money stipulated in the contract between

condition

you and TapPay
Based on the handling fee for each transaction stipulated in the contract

Fees

between you and TapPay, handling fee will be deducted after payment
request is completed for each transaction

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TapPay Portal User Manual③ Recent Activities

Figure 錯誤! 所指定的樣式的文字不存在文件中。-48 Recent Activities - single checkout
content

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TapPay Portal User Manual

Field

Description

Checkout date

The date that the payment request is completed with the bank.

Estimated

The date to transfer money into the TapPay cash flow service

date

depositaccount according to the agreed upon daily account date.
1

Statuses of the account:l “Pending Deposit:” Transaction amounts that havepayment requested, but have not yet reached theagreed upon deposit date.
l “Deposited:” Transaction amounts that have payment
requested and passed the agreed upon deposits date.
l “Fee Deduction:” The agreed fee for using the TapPay

Other fields

cash flow service.
2

The total amount of the account.

3

Click to view the details of the account. This includes
information such as the number of transactions, the total
amount of orders, the total handling fee deducted and thetotal amount deposited (Figure 錯誤! 所指定的樣式的文字
不存在文件中。-48).

4

Click to enter the “Batch Checkout” page to view moreaccount details.

47

TapPay Portal User Manual④ Recent withdrawals

Figure 錯誤! 所指定的樣式的文字不存在文件中。-49 Recent withdrawals - Contents of asingle withdrawal

Field
Withdrawal date

Description
The date that TapPay transferred this amount into the agreed uponbank account.
Withdrawal status of the account.
Under review: The merchant has applied for the amount to1

withdraw from TapPay. Only applicable to merchants
withdrawing manually.
Withdrawn: The date TapPay transferred money into theagreed upon bank account.

Other fields
2

The withdrawal amount.

3

Click to view the details of this withdrawal (Figure 錯誤! 所
指定的樣式的文字不存在文件中。-49).

4

Click to enter the “Withdrawal Record” page to view more
withdrawal details.

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TapPay Portal User Manual⑤ Dispute

Figure 錯誤! 所指定的樣式的文字不存在文件中。-50 Dispute - Contents of a single retention

Field
Retention date

Description
The date the retention item occurred.
1

The amount blocked by TapPay to stop payment; block
types include:lDisputed payments: Disputed transaction amount thatawaits clarification.

lOther fields

Risk control reserved: Pledged amount retain by
TapPay temporarily according to the contract.

2

The retention amount3

Click to view detailed information of the retention (Figure 錯
誤! 所指定的樣式的文字不存在文件中。-50).

4

Click to go to the “Stop Payment” page to view more
retention details.

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TapPay Portal User Manual⑥ Request Records

Figure 錯誤! 所指定的樣式的文字不存在文件中。-51 Request records

Field

Description

Application date

Date applied for automatic withdrawal

Estimated

Estimated date when you will actually receive the payment for thisappropriation dateapplication
1

Types of applications for this account.
lOther fields

Withdrawal application: there are only record
application records if manual withdrawal is applied

2

Application amount for this type.

3

Click to enter the “Account Application Record” page to view
more application records.

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2.10.2. Transaction Details
You can view batch checkout (recent accounts), account details (transaction details
within the deposit number), withdrawal records, stopped payment and account application
records on the “Account Statement” page; you can click on the corresponding page of theitem to view. The following are descriptions of each query subject:

2.10.2.1. How to view the account details of a single batch checkout
When you want to confirm the account details of a single “Batch Checkout,” you canquery from the different portals of “Account Overview” or “Account Statement;” the following
are the query steps of the “Account Statement” (Figure 錯誤! 所指定的樣式的文字不存在文
件中。-52):
1. Go to ① “Transaction Details” and locate the “Recent Account Activities” recordthat you want to view.
2. Click on ② “Details” on the record and the system will open the “YYYY/MM/DD
content of this checkout” window (same as Figure 錯誤! 所指定的樣式的文字不存在文件中。-48 number C).
3. Please click on ③ “Check Records” and the system will take you to the “Recent
Account Activities” page.
4. The system will filter and display the ④ “Batch Checkout” details; you canbrowse all transaction details about this checkout.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-52 Batch checkout - Querying accountdetails51

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2.10.2.2. How to view withdrawal records
When you want to confirm recent automatic/manual withdrawal records from the TapPay
account, you can go to “Transaction Details” and query withdrawal records according to dateintervals (Figure 錯誤! 所指定的樣式的文字不存在文件中。-53) or enter this page from“Recent Withdrawal ” in “Overview.”

Figure 錯誤! 所指定的樣式的文字不存在文件中。-53 Recent Withdrawal record details

2.10.2.3. How to view Dispute
Stopped payments are divided into “Disputed Payments” and “Risk Control Reserves,”
which are both blocked payments of TapPay in the “Withdrawable” of merchants and aredefined according to the situation: (1) if TapPay received retrieval requests/deduction
notifications from the bank, it means that the consumption the consumer made in your store
has transaction disputes and there are concerns; therefore, TapPay will block the amount(disputed amount) of that transaction in your account, and relative actions will be conductedaccording to the subsequent ruling notice of the bank; (2) temporary retention of funds (riskcontrol reserves) by TapPay based on the risk assessment management of merchants;
subsequent actions will be performed according to the risk control standard of TapPay. You
can query details on “Stopped Payments” in the “Transaction Details” function and you cansearch by date (Figure 錯誤! 所指定的樣式的文字不存在文件中。-54).

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Figure 錯誤! 所指定的樣式的文字不存在文件中。-54 Details on stopped payments

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2.11. Payment Methods
TapPay currently supports Apple Pay, Apple Pay on the Web, Google Pay andSamsung Pay; please perform related enabling settings according to the following chapters.

2.11.1. Apple Pay
Before you start setting the Apply Pay function, please go to Apple Developer and apply
for a Merchant ID first, and then upload the obtained CER credentials to TapPay. Onceexecution is complete, the enabling status of Apple Pay and Apply Pay on the Web can beviewed on this list. Please perform the adding, updating and deleting operating steps
according to the following chapters.

2.11.1.1. How to create Apple Pay Merchant
When you go to Apple Developer to apply for Apple Pay Merchant, please first go to
TapPay and download the CSR file (file name: Payment_Processing_certificate.csr) and thenperform subsequent operations. Please refer to the steps below (Figure 錯誤! 所指定的樣式的文字不存在文件中。-55):
1. Click on ① “＋” and the system will show a “New Apple Pay Merchant” window.
⑥
2. Please download the file ② “Payment_Processing_certificate.csr” and then clickon “Next.”
3. Please go to Apple Developer and apply according to the instruction steps of
TapPay ③ and upload the CSR file downloaded from the TapPay backstage(please refer to the document on the official website of TapPay
https://reurl.cc/V85aO5 for the steps of this stage).
4. ⑤ “Upload” the Payment Processing Certificate file you obtained from Apple
Developer using ④ Select file (the file name is apple_pay.cer).
5. After uploading, go back to the list page and check the Apple Pay merchant you
created; if the “In App” light is “Green,” it means it was created successfully andyou can perform Apple Pay connection operations.

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Figure 錯誤! 所指定的樣式的文字不存在文件中。-55 Apple Pay merchant creation

2.11.1.2. How to modify/delete created Apple Pay MerchantIf you need to update the CER file (Payment Processing Certificate) or the domain
name, please do so by following the steps below (Figure 錯誤! 所指定的樣式的文字不存在文
件中。-56):
1. Locate the Apple Pay Merchant you want to update and then click the ① “i”
button to the far right; Apple Pay and Apple Pay on the Web related settings willappear (please refer to 2.11.2 for details on Apple Pay on the Web).
2. If you want to update the CER file, please click on ② “Update Certificate”; theUpdate steps are similar to the Add steps, please refer to 2.11.1.1.
3. If you want to update the “Domain,” please click on ③ Text fields and then enter
the domain name you want to update.
4. After completing the operations above, please click on ④ “Save” to complete theupdate.
If you need to delete the Apple Pay Merchant, please click “Delete;” if you do not needto perform “Update” or “Delete,” please click on “Back” to return to the page.

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Figure 錯誤! 所指定的樣式的文字不存在文件中。-56 Modifying Apple Pay Merchant

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2.11.2. Apple Pay on the Web
Based on your business needs, if you only need the web version of Apple Pay, you canapply for an Apple Pay on the Web Merchant ID through TapPay (refer to 2.2.2 for theapplication process); there is no need to go to Apple Developer.You can complete Apply Pay
related settings on this function; please follow the steps below (Figure 錯誤! 所指定的樣式的
文字不存在文件中。-57):
1. Click on ① “Create Apple Pay Settings.”
2. Please enter ② your “Domain Name.”.
3. Please ③ “Download” this file (file name: apple-developer-merchantid-domainassociation).
4. Please place the downloaded file ④ in the path of your server.
5. Please ⑤ “Check” and confirm whether or not ④ is completed.
6. Click on ⑥ “Submit” to return to this function and you will see the information of
the domain you set.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-57 Apple Pay on the Web domain settings
If you need to delete the domain that is set, please locate and click on the “Recycle Bin”
button to the far right of the domain name to delete; this will delete the domain (Figure 錯誤!
所指定的樣式的文字不存在文件中。-58).

Figure 錯誤! 所指定的樣式的文字不存在文件中。-58 Deleting Apple Pay on the Web domain

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2.11.3. Google Pay
If you applied to use this after 2017.12.14 (Android SDK V2.1.5 or Web SDK V4 orabove), you don’t need to perform this setting; please refer to the official website of TapPay(https://reurl.cc/pLxXXQ) for details on the technical connection.

2.11.3.1. How to create Google Pay merchantIf you applied to use Google Pay before 2017.12.14, please perform Google Paymerchant related settings on this page; please perform settings using the steps below:
1. Please click on ① “Create Google Pay Merchant”
2. In the ② “Create Google Pay Merchant” window, enter your Google Pay
Merchant ID (you can customize it) and the domain name.
3. When you have finished filling in the information, click on ③ “Submit.” ④
4. Return to the list page and you will see Google Pay Merchant that you added will
be displayed on the list.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-59 Google Pay merchant domain settings

2.11.3.2. How to modify/delete created Google Pay merchantIf you want to modify the domain of the Google Pay merchant, please locate the Google
Pay merchant you want to change and click on the “Edit” icon; the system will open “Update
Google Pay Merchant”

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Figure 錯誤! 所指定的樣式的文字不存在文件中。-60), and you can update the data inthe “Domain Name” text field then press “Submit” to finish updating. If you want to delete theGoogle Pay merchant, please press the “Delete” icon; the system will open the confirmation
window (Figure 錯誤! 所指定的樣式的文字不存在文件中。-61). If you are sure you want todelete it, please click on “OK” to finish deleting; it cannot be recovered once deleted, so
please operate carefully.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-60 Updating Google Pay Merchant

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Figure 錯誤! 所指定的樣式的文字不存在文件中。-61 Deleting Google Pay Merchant

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2.11.4. Samsung Pay
If you have the need to use Samsung Pay in APP, before applying an account at
Samsung Pay Developer, please make the preparations of setting the Samsung Pay
Merchant ID in this function and obtaining the CSR file.
2.11.4.1. How to add new Samsung Pay merchant
When you go to Samsung Developer to apply for a Merchant ID, you need to upload the
CSR file downloaded from TapPay, add Samsung Pay merchants to be following the steps
below (Figure 錯誤! 所指定的樣式的文字不存在文件中。-62):
1. Click on ① “Create Samsung Pay Merchant” to open the “New Samsung Pay
Merchant” window.
2. Please ② enter your custom “Merchant ID” and click on “Submit.”
3. Return to the page and you will see ③ “New Samsung Pay merchant added
successfully!” on the top. The Merchant ID you added is displayed on the list.
4. Please click on ④ “Download CSR” on the top or from the list and then go to
Samsung Developer to apply; please refer to the official website of TapPay(https://reurl.cc/klLv2L) for details on the steps

Figure 錯誤! 所指定的樣式的文字不存在文件中。-62 New Samsung Pay Merchant2.11.4.2. How to delete created Samsung Pay merchantIf you want to delete the Samsung Pay merchant, please click on the “Delete” icon; thesystem will open the confirmation window (Figure 錯誤! 所指定的樣式的文字不存在文件
中。-63). If you are sure you want to delete, please press “OK” to finish deleting; it cannot berecovered once deleted, so please operate carefully.

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Figure 錯誤! 所指定的樣式的文字不存在文件中。-63 Deleting Samsung Pay Merchant

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2.11.4.3. Link payment
You can create order links and send orders to the Emails of consumers here; after the
consumers open the order link, they can complete payments with credit card, Apple Pay,
Google Pay or other payment methods according to the contents and payments of the
product. You can view the order information of the link payment when the order payment iscompleted, and you can also set a payment successful notification to the Email of the creatorin the background. For the currently supported payment methods, please refer to informationon the banks that support link payment (Figure 錯誤! 所指定的樣式的文字不存在文件
中。-65).

Figure 錯誤! 所指定的樣式的文字不存在文件中。-64 Information on the banks that support
link payment

2.11.5. Pre-setting
2.11.5.1. Setting link and payment information
If you want to modify the merchant name, logo, payment and related settings of link
payment orders, please do so by following the steps below (Figure 錯誤! 所指定的樣式的文
字不存在文件中。-65); this setting will be activated immediately once changed:
1. Please first confirm the ① environment you want to set and click on the ② “Setting”
button to the right
2. The system will open the ③ “Link Pay Setting” window; please perform settings
according to your business needs.
3. “Installment Payment” and “3D” verification settings are only applicable if you created link
payment with Merchant ID:
n

Check ④ order “Installment Payment,” please click on “Settings” to open the ⑤“Installment Settings” window and select the installment information based on thebank you are cooperating with. When you have finished setting, click on ⑤
“Submit” to complete the installment payment settings.

n

If you checked “3D verification”, consumers will need to receive the OTP code forverification when paying.

4. Return to the “Link Payment Settings” window and click on ⑥ “Submit” to complete
related settings of link information.

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Figure 錯誤! 所指定的樣式的文字不存在文件中。-65 Link information and payment settings
Description of “Installment Payment:”lWhen the acquiring behavior is not installment acquiring with own-card, please
select the issuing banks that you have signed contract with first and then performsettings for the number of installments supported by each bank. JP_TAPPAY
currently does not support the installment payment function.

lOnce the order is created, you can see the bank and number of installments thatyou set on the payment page (Figure 錯誤! 所指定的樣式的文字不存在文件
中。-66); the information here is for consumer reference only, TapPay will not
perform verification. This verification will be executed by the acquiring bank.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-66 Payment page - Installment payment
information

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2.11.5.2. Editing Email templates
You can set the standard content of Emails here; please perform settings by following thesteps below (Figure 錯誤! 所指定的樣式的文字不存在文件中。-67):
1. Please confirm the environment you want to set and click on the ① “Edit Email Template”
button.
2. The system will open the “Email Preview” setting window; you can adjust the standard
text of the Email in ② “Edit”.
3. And confirm the style of the letter received by the consumer in ③ “Browse;” if you want tochange back to the default content after editing, click on ④ “Reset” and the system will
restore the default contents of TapPay.
4. After finished editing, click on ⑤ “Save” to complete the settings.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-67 Setting the link payment Email template

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2.11.6. How to create payment links
2.11.6.1. Creating MID link payments
Please perform settings by following the steps below (Figure 錯誤! 所指定的樣式的文字
不存在文件中。-68): When you want to create a “Link Payment” in the ①
Sandbox/Prouduction, please click ② “New Link”; the system will open the ③ link order
setting window. If you want to create a payment link using C “Merchant ID”, you need to fill in
the information; please refer to Table 錯誤! 所指定的樣式的文字不存在文件中。-1.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-68 Creating MID “Link Payment” order
Table 錯誤! 所指定的樣式的文字不存在文件中。-1Description of the Link Payment(Merchant ID) setting field
NumberFunction name

Function description

A

Single / batch mode

Single mode: this order generates only one link
Batch mode: this order can generate multiple links

B

Order number

Single mode: the number can be customized or
generated automatically by the system
Batch mode: generated automatically by the system

C

Merchant ID / MGID

Please select whether or not to create this order with
Merchant ID or MGID
Merchant ID: a single acquiring code. If your orderacquiring code supports 3D / Installment, then thecorresponding switches can be checked for this order.
Currently, JP_TAPPAY does not support the 3D andinstallment functions.

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MGID: a MGID can contain multiple Merchant IDs;
please create them on the MGID page in advance. The
party creating the order can select the MGID and thepayment configurations included in the MGID will be
displayed below.
D

Title

Item name, the main product name displayed on theorder pageE

AmountItem amount, displayed in the amount field on the order
page

F

Currency

Required field; please select the order currency.
Currently, JP_TAPPAY only supports the JPY
currency.

G

H

Time until Expiration

Once the valid days is exceeded, this link will become(Days)

invalid; the default is 7 days.

Customer service

The contents of this field will be displayed at the top of

messagethe payment page as a reminder; it is recommended toplace the contact information of customer service orimportant announcements.

I

Auto Capture

Payment will be requested on the same day if checked;
payment needs to be requested manually if notselected.

J

3-D Secure

Whether or not 3D verification needs to be performed
during transactions; if the acquiring code does notsupport 3D verification, checking it will cause thetransaction to fail.
Currently, JP_TAPPAY does not support the 3D
verification function.

K

Ask Personal info

When you check it, related information of the buyer will
be displayed in the order for consumers to fill in;
information that needs to be filled in include: Name(required), ID number, mobile phone number(required), home phone number, Email address(required), information related to issuing receipts andremarks.
If the order currency = JPY, this field will be checkedby default.

L

Installment

Whether or not to support the installment payment
function for the transaction; if the acquiring code does
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not support installments, checking it will cause thetransaction to fail.
Currently, JP_TAPPAY does not support the
installment function.
M

Item Description

Any detailed description of this product can be filled inhere; the contents will be displayed at productinformation. This is optional.

N

Submit/Cancel button

Submit is used to create the order and Cancel is used
to cancel the creation action.

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2.11.6.2. Creating MGID link payment orders
If you created a distributed order with MGID, please refer to the following process(Figure 錯誤! 所指定的樣式的文字不存在文件中。-69): When you want to create a “Link
Payment” in the ① Sandbox/Prouduction, please click on ② “Create Link” and the system
will open the setting window for ③ link order. If you want to create payment link with A“MGID,” you need to fill in the information. Please refer to Table 錯誤! 所指定的樣式的文字不存在文件中。-2.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-69 Creating MGID “Link Payment” order
Table 錯誤! 所指定的樣式的文字不存在文件中。-2 Descriptions of link payment (MGID)
setting fields
NumberFunction name

Function description

A

Merchant ID / MGID

Please select whether or not to create this order with
Merchant ID or MGID
Merchant ID: a single acquiring code; if your acquiring
code supports 3D / installment, then the corresponding
switches can be checked for this order. Currently,
JP_TAPPAY does not support 3D and installments.
MGID: a MGID can contain multiple Merchant IDs;
please create them on the MGID page in advance. The
party creating the order can select the MGID and the69

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payment configurations included in the MGID will be
displayed below.
B

Expand / collapse

If MGID is selected, you can view the payment

payment

configurations here; the displayed content are theconfigurations

payment configurations included in the MGID you
created.

C

Link payment settings

The setting items here are the same as in section A.
Currently, since JP_TAPPAY does not support
3D/installments, therefore, it is disabled by default.

D

Installment acquiring

The installment acquiring banks that you set in MGID

bank settings

will be listed here; please check the corresponding
supported number of installments. Currently, since
JP_TAPPAY does not support the installment function.

2.11.6.3. How to query order information of link payments
You can set filtering conditions according to the ① “Search Conditions/Advanced
Search” settings to quickly query the order you want to find. After setting the search
conditions, click on the ② “Search” icon and results of your search will be displayed on thelist. You can view ③ “Status” to check the current order status (Figure 錯誤! 所指定的樣式的
文字不存在文件中。-70); the order statuses include: pending payment, paid and refunded.

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Figure 錯誤! 所指定的樣式的文字不存在文件中。-70 Querying link payment orderinformation

2.11.6.4. How to delete link payment
If you have the need to delete link orders, please confirm that the order status is“Pending” in order for it to be deleted. Please locate the order you want and click on the ①“Link” button; the system will open the “Generated Link” window, click on ② “Delete Link” andthe system will confirm with you again whether to delete the link. Click on “OK” if you are sure
to complete the deletion of the order (Figure 錯誤! 所指定的樣式的文字不存在文件中。-71).

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Figure 錯誤! 所指定的樣式的文字不存在文件中。-71 Deleting link payment orders

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2.11.6.5. Shopify merchant settings
Before you officially start using Shopify, please go to the official website of TapPay anddownload the “Shopify Manual” (URL: https://reurl.cc/o0A633). Please follow the instructionsin the manual (Figure 錯誤! 所指定的樣式的文字不存在文件中。-72) to complete the application of
Shopify account and the related settings of TapPay for Shopify.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-72 Download location of the Shopify
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2.11.6.6. Affiliate Code
Based on your business needs, Affiliate Code can be added and Affiliate Code groups
can be set here. For example: When you want to hold a promotion activity with a specificcredit card of a certain bank, consumers that consumed on your online platform using nonspecified credit cards can receive a general reward of 1%, but if consumers consumed using
the specified credit card, they can get an additional 2% reward. When TapPay determinesthat the transaction card number matches the information of the Affiliate Code that you set,
related information will be returned in the API response and this co-branded credit card
promotion will be applicable to this transaction. Please perform settings by referring to thefollowing chapter.

2.11.7. Code Management
You can add new Affiliate Code here, and set the physical and virtual card numbers (first
6~13 digits) for that set of Affiliate Code; please perform settings by following the steps below(Figure 錯誤! 所指定的樣式的文字不存在文件中。-73):
1. Please switch to ① the environment you want to set first.
2. Please click on ② “Create Affiliate Code;” the system will expand the setting fields ③.
3. Please fill in the “Affiliate Code Name,” the “FPAN Bincode” and the “Token Bincode” andthen click on ④ “Save” or click on ⑤ “Back” to cancel adding (if you want to add morethan one set of card number in this co-branded card, you can click on “Enter” to continue
adding).
4. The system will pop up a window ⑥ to confirm whether to add; click on “OK” and theinformation of the co-branded card you just added will be displayed on the first row of thelist.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-73 Settings for adding Affiliate Code
When you want to modify the “Name” or “Card Number” of a certain Affiliate Code, pleaselocate the ① information (Figure 錯誤! 所指定的樣式的文字不存在文件中。-74) of the74

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Affiliate Code first, click on ② to edit the “Affiliate Code Name” and click on ③ to edit thecard number; If you want to delete the information of a specific Affiliate Code, please click ④
to delete the settings of that Affiliate Code. The system will show the confirmation window for
all of these; click on “ok” if you are sure you want to execute them.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-74 Modifying/deleting co-branded card
information

2.12. Affiliate Code group settingscard number of the transaction belongs to the settings of a certain co-branded cardthrough the Check Affiliate Code API, you can query using the “Affiliate Code Name” and“Affiliate Code Group Name;” the setting steps are as follows (Figure 錯誤! 所指定的樣式的
文字不存在文件中。-75):
1. Before you set the Affiliate Code group, please first confirm that settings of all of yourAffiliate Code information have been completed.
2. Please confirm the ① environment you want to set and click on ② “Create Affiliate CodeGroup”
3. Please ③ fill in the “Affiliate Code Group Name” in the setting window and select “Affiliate
Code” in the drop-down menu, then click on “OK”.
4. When you completed the settings, the new Affiliate Code group that you just set will be
displayed on the top of the list.

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Figure 錯誤! 所指定的樣式的文字不存在文件中。-75 Co-branded card group setting

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2.13.Tap to Pay on iPhone
With the "Tap to Pay on iPhone" and "TapPay Tap to Pay on iPhone" APP, even if you don't
have a card reader or other hardware devices, you can quickly collect payments directly on
your iPhone. Or you also can integrate POS with your iPhone to import into large businesses.
If an individual wants to apply for ” Tap to Pay on iPhone"”, he or she can download andinstall the ” TapPay Tap to Pay on iPhone” App from App store. For a company, pleasecontact TapPay directly.

If you have applied for "Tap to Pay on iPhone" through the "TapPay Tap to Pay on
iPhone" APP and received the 「TapPay "Tap to Pay on iPhone" activation notification」
email, please log in to the Portal and check an application status of Payment Facilitator, if
need, make supplement through "Application Progress" of the left menu "Tap to Pay on
iPhone". The following 2.15.1.1 claim each status definition and how correspondingly react toit.

2.13.1.1. 申請進度狀態說明審核狀態Status Defination已收到您的申請

Indiviual：Your Payment Facilitator
application information has been received. If
the format is correct, your payment
qualification will be activated right after 30
minutes, but withdrawal will be restricted
after application review completed.

Company：TapPay have received yourPayment Facilitator application information;
your payment qualification and withdrawal
are activated right after an applicationpassing the review. The review will take 5-7
working days.
收款資格已開通

Indiviual：Your payment qualification has
been activated, you can bind your device
and start using Tap to Pay on iPhone.
Attention：

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審核狀態

Status Defination
1. You cannot withdraw from youraccount before the supplement andreview is not completed.
2. Regarding the supplementarydetails, please check your email of"TapPay Payment Facilitator Review
Progress Notification".
3. You can update the supplementary
information again before the status
turns to "Financial Service Under
Review".
Company：No such status

Reviewing payment service

Individual：Your supplement of Payment
Facilitator has been received, TapPay isreviewing it. Your payment qualification isstill valid during the review but there is notallowed to update your supplement. The
review will take 5-7 working days.

Company：Your supplement of Payment
Facilitator has been received, and TapPay isreviewing it, however, there is not allowed to
update your supplement during this period.
The review will take 5-7 working days.
Payment service is now officially activatedYour supplement/ application has beenreviewed, your payment qualification andwithdrawal are activated.

Payment service application not approved

Individual：Your supplement has notpassed the review. Please check your email
of "TapPay Payment Facilitator Review
Progress Notification" for an explanation of78

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審核狀態

Status Defination
review failure, meanwhile, contact TapPay
as soon as possible to disposal ofwithdrawal and terminate the contract.
Company：Your supplement has notpassed the review. Please check your email
of "TapPay Payment Facilitator Review
Progress Notification" for an explanation ofreview failure.

Payment service has been deactivated

After Irregular inspection, TapPay found thatyou have violated the terms and conditions
or even the products sold against theregistration, hence, your payment
qualification and withdrawal service havebeen deactivated. Please contact TapPay assoon as possible to TapPay as soon as
possible to disposal of withdrawal andterminate the contract.

2.13.2.How to make supplementary
When you receive the supplementary notification, please upload your supplement through the
Tap to Pay on iPhone - Application Progress on the Portal (Figure 279):•

Please click "Go to Supplement" of the application progress and update the photos of
the physical store (you can select multiple photos at the same time when holding
down shift/⇧ on the keyboard) and payment information, then click "Next"•

Please confirm whether the filled in information is correct. If you need to makecorrections, click "Re-Edit"•

After confirmation, click "Save and Send" to complete the supplement. You can
update the information before TapPay is reviewing.

•If you would like to update the information but there is no "Re-Edit" button, please
send the information to support@cherrcorp.com

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Figure 錯誤! 所指定的樣式的文字不存在文件中。-76 Application Progress on the Portal

2.13.3.Binding List
If you receive the 「TapPay "Tap to Pay on iPhone" activation notification」through anemail or an App push notification, you can bind the device and start to use the payment
service. To facilitate your binding, TapPay serves two binding methods. Please follow the
instructions below:

2.13.3.1.Binding with QR Code
Please log in to TapPay Portal and click " Tap to Pay on iPhone - Binding List" on the left
menu. The binding list will list relevant payment accounts (Figure 280).
•

Select the acquiring account you would like to bind and click "Bind Device"•

Popping out the setting window for generating QR Code. And, you couldoCheck "Set Password" (optional). When scanning the QR Code, you need toenter a password to bind it.

oCheck "Set Expiration" (optional) to set the expiration of the QR Code. The
default expiration is 5 minutes.

•

After completing the settings, click "QR Code Generating" and the system will
generate a QR code•

Please return to the APP and click "QR Code Binding", and the binding will becompleted after scanning.

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TapPay Portal User Manual

Figure 錯誤! 所指定的樣式的文字不存在文件中。-77 Binding with QR Code81

TapPay Portal User Manual

2.14. Question MarkThe Question Mark is located at the bottom-right corner of the TapPay backstage and it isan orange ？
○; click on ？
○ and you can select “User Manual” or “Report Issue” (Figure 錯誤!
所指定的樣式的文字不存在文件中。-). The “User Manual” file provided by the TapPay
backstage will be updated according to system optimizations or new set functions; pleaseconfirm whether the version number is the latest version when you refer to this manual to
avoid the problem of not being able to find the function. If you have any questions concerning
TapPay services, you can contact TapPay operators directly. If it is not during working hours,
you can fill in your suggestions in “Report Issue” and TapPay operators will reply to you
during working hours.

Figure 錯誤! 所指定的樣式的文字不存在文件中。-78 Question Mark82