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How to Use a Shopify Card Reader?
Last modified: August 22, 2024
If your Shopify retail site has some form of real-life experience then you will definitely need to have a way for customers to pay you when they are buying from you in person.
Whether you have a brick-and-mortar permanent location or you are experimenting with pop-up stores or you take your business on the road to various locations, you need a way for people to pay for items right there on the spot.
Lucky for you, Shopify has a solution for this, the Shopify card reader. This device will allow you to scan customers’ credit cards for a smooth and quick customer transaction experience. In this post, we’re going to discuss further about the Tap & Chip card reader.
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What is the Tap & Chip Card Reader?
The Tap & Chip card reader is lightweight and low cost so if your store is on-the-go then it’s a great option for you to consider.
The device can be connected wirelessly to your tablet or mobile phone and is designed to be comfortable to hold and easy to take with you wherever you’re selling.
This device accepts both chip and contactless payments and supports major payment methods such as Visa, Mastercard, American Express, Discover, Apple Pay, and Google Pay.
Just some things to remember:
To use the Tap & Chip card reader supported by Shopify you will need to have Shopify Payments or a POS supported payment provider enabled.
You will also need to have an internet connection to use the card reader with either WiFi or the cellular device’s data.
How Do I Install My Tap & Chip Card Reader?
When you are ready to install your Tap & Chip card reader just follow these steps:
Step 1: Turn on the reader
Press and release the power button to turn on the Tap & Chip reader.
Step 2: Access Shopify POS settings
- Open Shopify POS on your device.
- Tap on the More button located in the bottom right corner on tablets (bottom left for mobile).
- From the dropdown menu, select “Connectivity”.
Step 3: Set up hardware
In the Settings menu, choose “Set up hardware”.
Step 4: Select the card reader
Tap on the “Card reader” option.
Step 5: Choose Tap & Chip reader
On the “Select Reader” page, tap on “Tap & Chip”.
Step 6: Prepare the reader for pairing
- Press and hold the power button on the Tap & Chip reader for 4 seconds.
- Release the power button when the 4 LED indicator lights across the top start flashing back and forth in blue.
- Note: If you continue holding the power button, the reader will turn off.
Step 7: Connect the reader
Once the Tap & Chip reader appears beneath “Available card readers” on your device, tap on “Connect” beside it.
Benefits of Using a Shopify Card Reader
Enhanced Security
Shopify card readers prioritize the safety of transactions. They employ secure methods to transmit customer data online.
By tokenizing payments, they convert data into a secure number before transmitting it, making hacking attempts futile. Moreover, chip card scanners shield businesses from accepting counterfeit cards.
Convenience in Transactions
Handling cash can be time-consuming. Offering customers the option to swipe or tap their cards ensures a swift transaction. This convenience can encourage repeat business.
Trust Building
A business’s reputation hinges on how securely it manages customer funds. Card readers encrypt data, safeguarding sensitive payment details. This protection fosters trust among customers.
Selection Criteria for a Shopify Card Reader
Business Model and Needs
Before investing in a card reader, it’s essential to evaluate the business model. For instance, mobile businesses or pop-up shops might benefit from a portable, wireless reader, while brick-and-mortar stores might prefer a countertop model.
Supported Payment Methods
Different card readers support varied payment methods. Some accept only magnetic stripe cards, while others can process chip cards or contactless payments.
It’s crucial to choose a reader that aligns with the payment preferences of the target audience.
Cost and Fees
While some card readers come with a one-time purchase cost, others might have ongoing rental fees.
Additionally, transaction fees can vary. It’s vital to consider both the upfront and ongoing costs to ensure the chosen reader is cost-effective.
Integration with Shopify POS
Seamless integration with Shopify POS ensures smooth transactions and inventory management. It’s beneficial to opt for a card reader that integrates effortlessly with the existing system, minimizing potential technical glitches.
Customer Support and Warranty
Reliable customer support can be a lifesaver in case of technical issues. It’s advisable to choose a card reader backed by robust customer support.
Additionally, considering the warranty period and terms can safeguard against potential malfunctions.
Optimizing Your Shopify Card Reader Experience
Using a Shopify card reader isn’t just about processing payments; it’s about optimizing your store for a seamless experience. From ensuring robust security by changing your password regularly, deleting unecessary tags for an effective store management, to improving store speed for faster transactions, every aspect contributes to a smooth operation.
Additionally, the ability to change the order of products based on customer preferences can enhance the shopping journey. For businesses targeting global markets, the option to translate Shopify into multiple languages can foster inclusivity and expand your customer base.
Efficient organization is key, and the capability to search for a file can save valuable time and effort. Proper store setup from the outset is crucial, ensuring a seamless integration of your card reader with Shopify’s Point of Sale (POS) system.
Testing is equally important, and the ability to create a test order allows you to identify and address any potential issues before going live. Finally, offering customers the flexibility to select a new checkout language can enhance their overall shopping experience, fostering brand loyalty and repeat business.
Conclusion: How to Use a Shopify Card Reader?
That’s it! You are all ready to start bringing your online shop to life with the Tap & Chip card readers, so get out there and start selling.
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Do I need a specific payment provider set up in Shopify when using an external card reader?
No, when using an external card reader, the payment is processed outside of Shopify, so there’s no need to set up a specific payment provider in your Shopify admin.
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What types of cards do Shopify’s supported card readers accept?
Shopify’s supported card readers accept all major credit cards, Debit Mastercard, and Visa Debit cards. However, in Canada, Swipe card readers can’t process Interac-only debit cards.
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Can I use an external card reader with Shopify POS?
Yes, you can use an unsupported external card reader. Payments are processed outside of Shopify, and you’ll need an account with your terminal provider. Shopify will display the payment status but not the transaction details.
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How do I set up a Shopify card reader?
To set up a Shopify card reader, first ensure your device (iPad, iPhone, or Android) has the Shopify POS app installed. Then, turn on the card reader, enable Bluetooth on your device, and pair the card reader through the Shopify POS app by following the on-screen instructions.
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Which Shopify card readers are available and compatible with my device?
Shopify offers several card readers, including the Tap & Chip Reader and the Chip & Swipe Reader. Both are compatible with iOS and Android devices, but it’s essential to check Shopify’s hardware page for the latest compatibility information.
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How do I accept payments using the Shopify card reader?
To accept payments, add the customer’s items to the cart in the Shopify POS app, tap the “Checkout” button, select “Card Reader” as the payment method, and have the customer insert, swipe, or tap their card on the reader. The transaction will process automatically.
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What types of payments can I accept with the Shopify card reader?
The Shopify card reader allows you to accept chip cards (EMV), magnetic stripe cards, and contactless payments (e.g., Apple Pay, Google Pay) depending on the card reader model you’re using.
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How do I charge the Shopify card reader?
Shopify card readers typically come with a USB cable for charging. Plug the reader into a USB port or wall adapter to charge it. The battery life varies by model, but most readers have LED indicators to show the battery level.
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What should I do if the Shopify card reader is not connecting?
If the card reader isn’t connecting, ensure Bluetooth is enabled on your device, the card reader is charged, and you are within range. Restart both the card reader and your device, then try pairing them again through the Shopify POS app.
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Can I use multiple Shopify card readers at the same time?
Yes, you can use multiple Shopify card readers simultaneously by connecting each reader to a different device running the Shopify POS app. This is useful in environments with multiple checkout stations.
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How do I process a refund using the Shopify card reader?
To process a refund, find the original transaction in the Shopify POS app, tap “Refund,” select the items to be refunded, and then choose “Card Reader” if you want to return the funds to the customer’s card. The card reader will process the refund in the same way it handles payments.
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Is the Shopify card reader secure for transactions?
Yes, the Shopify card reader is secure. It is PCI-compliant and uses encryption to protect customer data during transactions. Shopify also adheres to strict security standards to ensure the safety of all payments processed through the card reader.
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How do I update the firmware on my Shopify card reader?
Firmware updates for Shopify card readers are typically managed through the Shopify POS app. If an update is available, the app will prompt you to update the firmware when you connect the card reader.
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Can I use the Shopify card reader offline?
Shopify card readers require an internet connection to process payments. If you need to accept payments offline, you can use the Shopify POS app’s offline mode, but the actual card transaction will be processed when the connection is restored.
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How do I troubleshoot common issues with the Shopify card reader?
For common issues, start by ensuring the card reader is charged and connected via Bluetooth. Restart your device and the card reader, update the Shopify POS app, and check for firmware updates. If issues persist, consult Shopify’s help center or contact customer support.
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