2024 Shopify User ManualTapPay – Shopify User Manual

Document Version Control:
Date(YYYY.MM.DD

Revision Description (Add/Modify))

Version

Autho

No.

r
Stacy

2021.04.07

Initial version

v1.0.02021.08.24

Add/modify merchant namev1.0.1Phoeb
eAddition of 4-4: Enable dark mode for the checkout
page.
2021.12.07

Addition of 4-5: Enable English checkout page.

v1.1.0Kyle

v1.2.0Bruce

v1.3.0Clara

v1.3.1Clara

v1.3.2

Clara

Addition of 4-6: Configure installment payments in
TWD.
Add instruction for checkout page in dark Mode
Add instruction for supporting checkout page in
2022.03.01

English
Add instruction for installment in TWD payment
Update Shopify Payment App merchant onboarding
process (Credit Card/LINE Pay/JKO Pay)
Support for JPY transactions

2023.12.19

Support for switching language modes in the
dropdown menu (Chinese, English, and Japanese)

2024.03.12

TapPay Payment APP supports Apple Pay transactions
Supplement "Shopify Merchant Setup" with

2024.07.03

instructions on decimal point transactions
Supplement 7-1. Card type settings for general credit
card online transaction installation

TapPay1

TapPay – Shopify User Manual

Table of Contents
1.

Preface ................................................................................................................ 3

2.

Before you Start................................................................................................... 4

3.

Notice.................................................................................................................. 5

4.

How to Configure Shopify Merchant Setting ......................................................... 6

4.1.

Create Shopify Merchant.................................................................................. 6

4.2.

Delete Shopify Store ........................................................................................ 9

4.3.

Enable dark mode in checkout Page ............................................................... 10

4.4.

Language setting ............................................................................................ 12

4.5.

How to Enable Instalment for TWD................................................................. 15

5.

How to Establish an Acquirer Account in the Production Env? ............................. 19

6.

How to configure MGID on TapPay Portal? ......................................................... 20

7.

How to configure Setting on Shopify Portal? ....................................................... 23

7.1.

Credit Card .................................................................................................... 23

7.2.

LINE Pay ........................................................................................................ 29

7.3.

JKOPay .......................................................................................................... 33

8.

Q&A .................................................................................................................. 37

8.1.

Searching for Abandoned checkouts ............................................................... 37

8.2.

Checking Capture and Refund Error ................................................................ 38

8.3.

Checking Shopify orders on TapPay Portal ...................................................... 40

8.4.

Order Reconciliation ...................................................................................... 41

TapPay2

TapPay – Shopify User Manual

1. Preface
Welcome to use TapPay!
This document will guide you through setting for TayPay and Shopify Portal step by stepand include all common Q&A to help you with any issue you may face. If you have any
further question or advice while operating, please feel free to contact us via
support@cherri.tech
We wish you a pleasant journey!

TapPay3

TapPay – Shopify User Manual

2. Before you Start
If you attempt to use Shopify with TapPay, please complete the steps asfollows:
1. 【Register for TapPay Account】please click the link below
https://portal.tappaysdk.com/register
2. 【Activate TapPay Account】please click the link below to complete all required
steps and check the checkbox “Using Shopify”
https://portal.tappaysdk.com/activate
3. Complete all the settings mentioned above and conduct one or multiple testingtransactions via Shopify.
4. Click “Agree and Activate”. Once we approve, we will start charging
accordingly.

TapPay4

TapPay – Shopify User Manual

3. Notice⚫

About Shopify package of TapPay⚫

Remain native Shopify package to keep operations simple⚫

Only support online credit card transactions (do not support other functions suchas ATM and E-invoice)⚫

If you require both USD$ and NTD$ transactions, please apply for USD$ and NTD$
acquirer accounts. For USD$ we only offer Global Payments Taiwan as the acquirer
while for NTD$ we support all banks in general.

⚫

If you require JPY payment collection, please apply for JPY acquiring. JPY
transactions are only supported by the TapPay payment gateway.

⚫

Supports TWD, JPY, and USD. For detailed support information, please refer to thetable below.
Pay in lump sum
VISA

MasterCard

Pay in installments
JCB

Apple

VISA

MasterCard

JCB

JPY

-

-

-

USD

-

-

-

JKO PayLINE Pay

-

-

-

-

Pay

TWD

TapPay5-

TapPay – Shopify User Manual

4. How to Configure Shopify Merchant Setting
4.1. Create Shopify Merchant
Step1. Log in to TapPay Portal > Shopify Merchant Setting and click “Create Shopify
Merchant Setting”.

Step2. Please complete all required fields and click “Submit”.
*We can only accept one logo. (If you upload twice, the first one will be replaced.)*If you want to remove the logo, please click “Remove File” on the right side.

Step3. You will see a new-established Shopify Merchant Setting in the list.

TapPay6

TapPay – Shopify User Manual

Column Description
Shopify Shared Secret / Shopify

These two are unique to every Shopify merchantAccount ID

and will be used while configuring Shopify’s
setting (mentioned in 7. How to configure
Setting on Shopify Portal).

MGID Name

It is unique to every Shopify merchant and will
be used while configuring MGID (mentioned in
6. How to configure MGID on TapPay Portal).

Merchant Name

Self-defined. (restriction: 60 characters, Chineseand English are allowed + numbers.)
Default : Legal Company Name
Please input a space if you don’t want to show
the name.

Setting

Select if this merchant needs 3D Secure
payments.
*If you need to turn on 3D Secure, you need tomake sure all of your acquirer accounts support
3D secure.

Amount Calculation Method

The possible reasons for decimal points in TWD
transactions:
1. Taxes were added to the product in the
Shopify product settings.
2. Decimal points were generated whensetting the discount value as apercentage.

TapPay7

TapPay – Shopify User Manual*Please try to avoid generating decimal points
in TWD transactions to prevent issues withsubsequent transaction tracking.
If you encounter TWD transactions with decimal
points, there are four possible configuration
methods:
1. DISABLE (default use ROUND_DOWN)
Shopify ProductTransaction

Price Actual

AmountTWD 299.40

TWD 299.00

TWD 299.70

TWD 299.00

2. ROUND_OFF
Shopify ProductTransaction

Price Actual

AmountTWD 299.40

TWD 299.00

TWD 299.70

TWD 300.00

3. ROUND_UP
Shopify ProductTransaction

Price Actual

AmountTWD 299.40

TWD 300.00

TWD 299.70

TWD 300.00

1.

Logo

ROUND_DOWN → Suggested options

Shopify ProductTransaction

Price Actual

AmountTWD 299.40

TWD 299.00

TWD 299.70

TWD 299.00

Logo is optional, please upload if needed.
(restriction: .png/.jpg, file size 500k)

Description

You can enter remarks for store notes.

‣ Note⚫

A store can only have one merchant logo.
◼

If file A.png is selected first and then file B.png is selected, A.png will be replaced byB.png.

TapPay8

TapPay – Shopify User Manual

To remove the merchant logo after selection, click on the "Remove File"◼

button on the right side.

⚫

To edit, click on the "Edit" button on the right side.

⚫

If there are edits related to 3D settings, be sure to synchronize changes with how MGID isconfigured to avoid transaction abnormalities.

⚫

New Shopify merchant settings added.
Checking "Dark Mode" enables the dark mode for the checkout page (please◼

refer to 4-3. Enable Dark Mode for Checkout Page).
Language settings can be configured for the checkout page, supporting◼

Chinese, English, and Japanese (please refer to 4-4. Language Settings).
⚫

TWD installment payments need to be set up after the Shopify merchant setup iscompleted (please refer to 4-5. Configure TWD Installment Payments).

4.2.

Delete Shopify StoreTo delete a Shopify merchant, please follow the steps below:
Step 1. Log in to the Portal > Go to Shopify Merchant Settings.
Step 2. For the Shopify merchant you want to delete, click on "Delete" on the right side.
Step 3. Click "Submit" after confirming that you have read the instructions to complete thedeletion of the Shopify merchant.

TapPay9

TapPay – Shopify User Manual‣ NoteAfter deleting the Shopify merchant, no transaction-related operations⚫

(authorization, capturing, refunding) can be performed. Previous transactions
will proceed as normal according to the standard process.

4.3.

Enable dark mode in checkout Page

The background color on checkout page is white by default. If you would like to use darkmode, please follow procedures below.
Step1. Follow Create Shopify Merchant procedure to edit Shopify Merchant Setting
Step2. Click “Enable Dark Mode” and Click “Submit” to save the change

TapPay10

TapPay – Shopify User Manual

Step3. Go to Shopify merchant to make a transaction and see if checkout page isdisplayed in dark mode
White mode:

TapPay11

TapPay – Shopify User Manual

Dark mode:

4.4.

Language setting

The language on checkout page is both Chinese/English by default. If you would like to
use English mode or Japanese mode, please follow procedures below.

TapPay12

TapPay – Shopify User Manual

Step1. Follow Create Shopify Merchant procedure to edit Shopify Merchant Setting
Step2. Click “Language Setting” and Click “Submit” to save the change
Step3. Go to Shopify merchant to manage a transaction and see if checkout page isdisplayed.

TapPay13

TapPay – Shopify User Manual

ChineseEnglishTapPay14

TapPay – Shopify User Manual

Japanese

4.5.

How to Enable Instalment for TWD

Step1. Complete Create Shopify Merchant process and obtain the MGID (Refer to 6.
How to configure MGID on TapPay Portal)
Step2-1. Merchant Setting > MGID Setting, click “Create MGID”. If you have done the
MGID Setting, please skip this step and go to Step2-2.

Step2-2. Merchant Setting > MGID Setting, click “Create MGID”, click “Create
Payment Setting”

TapPay15

TapPay – Shopify User Manual

Step3. Payment method choose “Direct Pay”, Choose “3D”or “Non 3D”, choose
type “INSTALMENT”, select on us merchant, confirm the setting is done, and click“Submit”

Step4. The newly created Shopify Merchant can be found in setting page.
Step5. Go to Shopify Merchant Setting, edit the Shopify Merchant you would like toenable instalment

Step6. Check “Enable Instalment”, then select the periods you would like to enable foreach acquirer. After setting periods, click Submit to save.
Please make sure that your instalment setting is the same with the acquirer account fromthe bank you applied, if not, transaction will be failed.

TapPay16

TapPay – Shopify User Manual

Step7. Make a sandbox transaction from your Shopify Store, if the Instalments checkbox
is present then you have successfully configured instalment.

TapPay17

TapPay – Shopify User Manual‣ NOTE⚫

The newly created Shopify Merchant does not have the MGID set, so the option
to enable instalment is not available.

⚫

The MGID is required for enabling instalment.

⚫

Make sure that the acquirer bank accounts you applied which support
instalment is set in the onus merchant to ensure successful transaction.

⚫

Both sandbox and production environment have independent Instalment and
MGID setting needed to be correctly set.

⚫

The instalment settings that screenshot above shown are: Onus acquirer:
Taishin Bank with 3, 6 and 9 periods instalments; Backup acquirer: NCCC
includes Cathay United Bank with 3, 9, 12, 24 and 36 periods instalments andMega International Commercial Bank with 6, 10, 18 and 30 periods instalments⚫

All the acquirer banks support instalment that TapPay supported can be foundat TapPay Official Website > HELP (Link)⚫

Instalments and the amount of each payment cannot be found at Shopify
Admin, please refer to Capture, Refund and Transaction Report > Transaction
from TapPay Portal.

TapPay18

TapPay – Shopify User Manual

5. How to Establish an Acquirer Account in the Production Env?
Step0. Apply for an acquirer account at the bank
Step1. Go to Merchant Setting > Create Merchant and select “production
environment”. Click “Create New Merchant”.

Step2. Select your connected acquirer and fill in required information according to yourbank settings. (For example, if you have applied for 3D Secure, please check “Enable 3D
Secure”) Click “submit” when it is completed. (Below we choose CTBC bank as an
example.)Step3. When the acquirer account is successfully created, you will see it in the list below.

TapPay19

TapPay – Shopify User Manual

6. How to configure MGID on TapPay Portal?
Step1. Go to Merchant > Merchant Setting > Sandbox, and find below acquirer accounts
for testing (will be used for Step5.) :Payment Method

Merchant ID

Acquirer AccountNon-3D verified(partner_account)_CTBC

3168

LINE Pay(partner_account)_LINEPAY1540179966

JKOPay(partner_account)_JKOPAY

c9ff1d44-5c63-11ea-9ebc-

transaction
3D verification transaction
Apple Pay

0050568403ed

Step2. Go to Shopify Setting page, please copy “MGID name”. (will be used for Step4.)

TapPay20

TapPay – Shopify User Manual

Step3. Go to Merchant > MGID Setting > Sandbox, click “Create MGID”.

Step4. Please paste the MGID name (found in Step2.) and click “Next”.
*MGID name should be identical to the one on Shopify Setting page. (if different, it willlead to transaction failure)

Step5. According to your supported payment methods, please use the acquirer accounts
for testing (found in Step1.) and set up configuration as below:
Payment

3D/

Standard/Redeem/Instalme

MethodNon-3D

nt

TapPay21

Backup Acquirer AccountTapPay – Shopify User Manual

Direct3DStandard

Acquirer Account 3168

Pay

Non-3D

Acquirer Account 3168

Apple

Non-3D

Acquirer Account 3168

LINE Pay

Non-3D

Acquirer Account 1540179966

JKOPAY

Non-3D

Acquirer AccountPay

c9ff1d44-5c63-11ea-9ebc0050568403ed

Step 6. After clicking "Submit," you will see the following screen, indicating that the setup iscomplete.

Step 7. Once setup is complete, proceed to conduct test transactions to ensure that all yoursettings are correct. If everything is confirmed to be accurate, please create an MGID in the"Production Environment."

TapPay22

TapPay – Shopify User Manual

Step 8. If you have set up Apple Pay, JKO Pay, and Line Pay in MGID, the Shopify checkout page's
express checkout will display the corresponding payment methods.
Apple Pay is supported on all browsers on iPhone iOS 16 or later and on MacOS Safari browser.

‣ NOTE
1.

Please ensure that the name of the MGID in the Production Environment matches
the MGID name on the Shopify settings page, otherwise, transactions will fail.

2.

Please use the acquiring account you added in the Production Environment in yourmerchant settings.

3.

If you have adjusted the settings for 3D/non-3D on the Shopify settings page, besure to synchronize these adjustments on the MGID page to avoid transaction
abnormalities.

7. How to configure Setting on Shopify Portal?
7.1. Credit Card
Step1. Log in to Shopify Admin, click “Apps”, then click “Customize your store”.

TapPay23

TapPay – Shopify User Manual

Step2. You will be redirected to Shopify App Store, fill-in “TapPay” in search bar, or
using the direct link below to install:(https://apps.shopify.com/tappay)

Step3. Select TapPay from the search result

Step4. Click Add app
TapPay24

TapPay – Shopify User Manual

Step5. Click Install TapPay

TapPay25

TapPay – Shopify User Manual

Step6. Follow the instructions on the page and login with your TapPay account, second,
select a Shopify Merchant you would like to install the Payments App, finally, click Next
to proceed.

Step7. Confirm your Payments App setting, if correctly set, click Connect to proceed on
Shopify.

TapPay26

TapPay – Shopify User Manual

Step 8. On the payment functionality page, set the supported card types. Once configured, thesewill be displayed on the consumer's checkout page.
Note! The acquiring bank must support the card type for the transaction to be successful. All
acquiring banks support Visa/Mastercard/JCB. CTBC Bank and Taishin Bank support UnionPay cardtransactions, and American Express is directly connected with American Express. If you haverelated needs, please contact TapPay.

TapPay27

TapPay – Shopify User Manual

Step9. Check Enable test mode then click Activate. Next, make a test transaction fromyour Shopify Store to make sure all the configurations were correctly set, then you candisable test mode and the installation is complete.

TapPay28

TapPay – Shopify User Manual

7.2.

LINE Pay

Step1. Log in to Shopify Admin, click “Apps”, then click “Customize your store”.

Step2. You will be redirected to Shopify App Store, fill-in “LINE Pay” in search bar

TapPay29

TapPay – Shopify User Manual

Step3. Select LINE Pay from the search result
Step4. Click Add app

Step5. Click Install LINE Pay

TapPay30

TapPay – Shopify User Manual

Step6. Follow the instructions on the page and login with your TapPay account, second,
select a Shopify Merchant you would like to install the Payments App, finally, click Next
to proceed.

Step7. Confirm your Payments App setting, if correctly set, click Connect to proceed on
Shopify.

TapPay31

TapPay – Shopify User Manual

Step8. Check Enable test mode then click Activate LINE Pay. Next, make a test transaction

from your Shopify Store to make sure all the configurations were correctly set, then you
can disable test mode and the installation is complete.

TapPay32

TapPay – Shopify User Manual

7.3.

JKOPayStep1. Log in to Shopify Admin, click “Apps”, then click “Customize your store”.

Step2. You will be redirected to Shopify App Store, fill-in “JKO Pay” in search bar

Step3. Select JKO Pay from the search result
Step4. Click Add app

TapPay33

TapPay – Shopify User Manual

Step5. Click Install JKO Pay

Step6. Follow the instructions on the page and login with your TapPay account, second,
select a Shopify Merchant you would like to install the Payments App, finally, click Next
to proceed.

TapPay34

TapPay – Shopify User Manual

Step7. Confirm your Payments App setting, if correctly set, click Connect to proceed on
Shopify.

Step8. Check Enable test mode then click Activate LINE Pay. Next, make a test transaction

from your Shopify Store to make sure all the configurations were correctly set, then you
can disable test mode and the installation is complete.

TapPay35

TapPay – Shopify User Manual

TapPay36

TapPay – Shopify User Manual

8. Q&A
8.1. Searching for Abandoned checkouts
1. Please enter Shopify backstage, click “Orders > Abandoned Checkouts”, you will
see the order numbers as below.

2. Log in to TapPay backstage, click [Transaction Report > All transactions]. Click[Advanced Search] and fill in Order Number(order_number), and then execute search
to see the status and result.

TapPay37

TapPay – Shopify User Manual

8.2.

Checking Capture and Refund Error

1. Log in to Shopify backstage, then click [Orders > Orders]. Select the order you would
like to check.

2. Scroll down to Timeline and click the red part shown as below.

3. Click “Information from the gateway “

TapPay38

TapPay – Shopify User Manual

Please screenshot the information below and provide it for TapPay.

TapPay39

TapPay – Shopify User Manual

8.3.

Checking Shopify orders on TapPay Portal

1. Log in to Shopify backstage, click Orders > Orders. Select the order you would like tocheck.

2. Scroll to Timeline and find the “checkout no.”3. Log in to TapPay backstage, click [Transaction Report > All transactions]. Click[Advanced Search] and fill in Order Number(order_number), You can see the status
and details of this order.

TapPay40

TapPay – Shopify User Manual

8.4.

Order Reconciliation

1. Log in to Shopify backstage, click Orders > Orders, and then click “Export” at theupper right corner. You will get a csv file.

2. Open the file and see “Payment Reference”
2-1 the prefix “C” is automatically generated by Shopify
2-2 the last two characters “.2” means that this transaction has been executed
twice and the second time it is paid successfully.
2-3 the remaining number: 15436028182603 (exclude “c” and “.2”) is thecheckout no. of the order

For reconciliation purpose, you can refer Shopify’s [checkout no.] to TapPay’s [ordernumber ] to check the accounts.

TapPay41