Overview of Settings
Overview of Settings
From the Settings page, you can easily manage almost all aspects of your store, including store details, payment providers, checkout process, account management, shipping information, notifications, legal pages, billing information, sales channel, and taxes. In this section, we walk through all settings available in your ShopBase admin. In this section General In this section, you can view and update your store details. Currency formatting (https://help.shopbase.com/en/articFew readersOverview of Payment
Understanding clearly the payment gateways is important for every store’s owner to process payments smoothly. When customers checkout and complete their orders, they can choose to pay for their orders using the payment providers you've enabled to your online store. On ShopBase, you can add a variety of payment gateways to your store, including our built-in payment gateways: ShopBase Payments and ShopBase Marketplace PPopularOverview of Checkout
The checkout process is the process that all customers must go through on the storefront if they want to complete purchasing the items in the cart. In the checkout page customers can add any given discount code for their order, fill in delivery address, billing address, payment method, and choose a shipping method to complete the purchase process. Understanding how to edit your checkout page will help you to improve your store's purchase rate, thereby increasing your store's sales. This sectionFew readers
Settings
Currency formatting
Currency formatting is the display of price according to the chosen currency unit on the store. Changing currency formatting will help customers read the correct price of products and services, which further improves user experience of your online store. This article will guide you on how to change the currency formatting. In this article A. Types of currency formatting B. Currency formatting options C. Change curPopularAuthenticate domain used in store’s customer email
Domain authentication on ShopBase allows you to show email providers that ShopBase has your permission to send emails on your behalf. In more detail, after the domain used in your store’s customer email has been authenticated, your recipients will no longer see the via shopbase.net following your email address in the emails sent from your store. Although this is a small change from the recipient's perspective, it has a significant impact on your reputation as a sender and email deliverability,Few readersHow to add custom options in emails?
If you are selling customizable products, it is important to show all custom options in emails sent to customers to help them easily re-check their orders. Custom options can be added to emails such as Order confirmation, Order canceled, Order refund and Abandoned checkout emails using just one variable. In this article A. Add custom options to emails sent to customers B. Add custom options to the email sent to store owner and staFew readersSet up policy pages
How to publish your Legal information by using Legal pages on your ShopBase store.Some readers
Payments
Understand payment status
Payment status is the current status of a payment made by a customer when ordering from your store. When you process your order, you will be able to see the payment status associated with it. The payment status can only be formed when the order is created. In this article, we will give you a list of all payment statuses of an order. Step by Step Tutorial Go to Orders All orders and search for the order you want to chFew readersConnect payment providers to your store
In order to receive payments, you need to connect payment providers to your store. ShopBase has provided the most powerful and flexible payment methods for DropShipping, POD and White Label businesses all over the world, especially in countries that are not widely supported by the normal payment gateways. Follow the below guidelines to integrate your suitable payment providers. PayPal Paypal Pro (https://help.shFew readersConnect PayPal to your store
Instruction to use PayPal as a payment gateway on your ShopBase store.PopularConnect PayPal Pro to your store
If you already had a PayPal Pro Account, kindly follow this tutorial to successfully connect it to your ShopBase store. In this article A. Set up PayPal Pro Business account and Sandbox account B. Get Client ID and Secret Key C. Activate PayPal Pro as your payment method D. Deactivate your PayPal Pro account (3-d-deactivate-your-paypal-Some readersSet up PayPal Pro with 3-D secure
3-D Secure is an XML-based protocol designed to be an additional security layer for online credit and debit card transactions. 3-D Secure may be required by some acquirers. In this article, we will show you how to set up 3-D Secure on your PayPal Pro gateway. In this article A. Set up Cardinal account B. Get the credentials C. Activate PayPal Pro with 3-D Secure A. Set up CardFew readersConnect Stripe to your store
Guide to connecting Stripe to your store to accept credit card payment during checkout.PopularConnect Braintree to your store
Besides PayPal, Stripe and other payment gateways, you can activate Braintree as well if you want to allow credit card payments during checkout. Before connecting, you must have a Braintree account, know your API credentials and Sandbox account, please check the step A below for more details. Kindly follow our instructions in this article to connect Braintree to your store. In this article A. Set up Braintree Business Account and Sandbox AccouFew readersConnect Checkout.com to your store
Besides PayPal, Stripe and other payment gateways, you can activate Checkout.com as well if you want to allow credit card payments during checkout. Before connecting, you must have a Checkout.com account. Check the step A below for more details. If you already had a Business Account and Sandbox Account, kindly follow this tutorial to finish all steps. In this article A. Set up Checkout.com Business Account and Sandbox Account (3-a-set-up-checkoutcom-business-account-and-sandbox-Few readersConnect Unlimint to your store
Besides PayPal, Stripe and other payment gateways, you can activate Unlimint as well if you want to allow credit card payments during checkout. Before connecting, you must have a Unlimint account, please check step A below for more details. If you already had a Merchant Account and Sandbox Account, kindly follow this tutorial to finish all steps. In this article A. Set up Unlimint Merchant Account B. Get Terminal codeSome readersActivate European payment methods on your store
Customers in European countries are relatively open to making cross-border purchases. Online payment methods are also quite diverse, and some methods are more preferred depending on each country. Integrating more popular European payment methods will help provide customers with more reliable options and increase conversion rate. ShopBase currently provides you with 05 new payment methods: Bancontact, iDEAL, giropay, SEPA Direct Debit, and Sofort. All these methods can be easily integratFew readersActivate Cash on Delivery (COD) on your store
In addition to credit/debit card and PayPal, ShopBase now accepts Cash on Delivery (COD) as a payment method. Some customers are hesitant to use online payment methods due to fraud risks, insecurity, and so on. Cash on Delivery (COD) method allows customers to place orders on your website without having to pay immediately. When customer receives the product, payment for the order will be made upon delivery. This will improve your store's sales by providing customers with a simple, secure paymenFew readersActivate bank transfer on your store
In addition to credit/debit card and PayPal, ShopBase now accepts Bank Transfer as a payment method. This will improve your store's sales by providing customers with a simple, secure payment method. In this article, we will guide you on how to activate Bank Transfer on your store. In this article A. Activate Bank Transfer on your store B. Process Bank Transfer orders A. Activate Bank Transfer on yoFew readersConnect OceanPayment to your store
In addition to PayPal, Stripe and other payment gateways, from now on you can also activate OceanPayment if you want to allow this payment method during checkout. This article will guide you to connect your OceanPayment account to your ShopBase store. In this article A. Activate OceanPayment as your payment method B. Deactivate your OceanPayment account A. Activate OceanPayment as yFew readersConnect Pacypay to your store
You can now activate Pacypay, in addition to OceanPayment and other alternative payment providers, if you want to allow this payment method during checkout. This article will guide you to connect your Pacypay account to your ShopBase store. In this article A. Activate Pacypay as your payment method B. Deactivate your Pacypay account A. Activate Pacypay as your payment method From your ShoFew readersConnect AsiaBill to your store
You can now activate AsiaBill, in addition to OceanPayment and other alternative payment providers, if you want to allow this payment method during checkout. This article will guide you to connect your AsiaBill account to your ShopBase store. In this article A. Activate AsiaBill as your payment method B. Deactivate your AsiaBill account A. Activate AsiaBill as your payment method From yFew readersConnect iPayLinks to your store
You can now activate iPayLinks, in addition to other alternative payment providers, if you want to allow this payment method during checkout. This article will guide you to connect your iPayLinks account to your ShopBase store. In this article A. Activate iPayLinks as your payment method B. Deactivate your iPayLinks account A. Activate iPayLinks as your payment method From your ShopBaFew readersCapture payments for your ShopBase orders
When a customer makes a success payment to an order, the payments need to be settled once it is authorized. This process is called payment capture. You can capture payments manually or automatically on ShopBase. In this article, we will guide you on how to capture payments for your ShopBase orders. In this article A. Set up automatic payment capture B. Set up manual payment capture C. Capture payments for yoFew readersPlace a test order (draft order) on ShopBase
This is a short guide for ShopBase store owners to place a test order and make sure their store is working wellPopularTest mode for PrintBase store
PrintBase allows you to place a test order on your own store to test the customer experience for the order checkout process. This article guides you on how to create a test order on your PrintBase store. In this section A. Enable test mode B. Place a test order C. View a test order A. Enable test mode To place test orders on PrintBase stores, you need to enable test mode on your PrintBase store. WhenFew readersTest mode for PlusBase store
You can place a test order on PlusBase to test and simulate the customer experience of the order checkout process. This article will walk you through the process of creating a test order on your PlusBase store. In this article A. Enable test mode B. Place a test order C. View a test order A. Enable test mode To place test orders on PlusBase stores, you need to enable test mode on your PlusBase store.Few readersExplain Chargeback responses
Chargebacks are the fees returned to payment cards after customers have successfully disputed an item on their statements of account or transaction reports. Chargebacks could be either applied to debit cards (and basic bank accounts) or credit cards. Customers could ask for chargebacks in several circumstances. This part will guide you on how to respond and process chargeback requirements from customers. In this article A. Credit not processed B. DuplicateFew readersRotate your payment methods
One of the biggest problems for sellers is that receiving a large amount of payment (for example: a winning campaign, sales periods) can be a sign of fraud to payment gateways. Payment rotation is an awesome solution to split this risk across multiple payment accounts, and even if one account is disabled, customers can still check out with other payment accounts. Cancellation and refund requests will be sent to the correct payment methods. With PayPal, tracking numbers will be automatically updPopularHow to export your payment history on Stripe and PayPal
In some cases, we need your payment history in order to verify your ShopBase Payments account. Here's how you can export your Payment history from some popular payment providers. In this article A. Stripe B. PayPal A. StripeFew readersSend order tracking and information to PayPal automatically
Syncing tracking numbers and order information directly from ShopBase to PayPal would be a perfect solution for order with PayPal payment, which can also protect dropshipping merchants from disputes like Unauthorized Transaction or Item Not Received. After connecting PayPal as your payment provider, you can switch on the feature, or simply follow this walk-through to configure the type of order or product information and automatically add tracking information from ShopBase to PayPal.PopularHow to Re-synchronize your Tracking Numbers to PayPal
This article will guide you on how to proactively re-sync tracking numbers to PayPal accounts. This can help ensure the transactions are informative enough and protect PayPal accounts from being suspended. Step by Step Tutorial From your ShopBase admin, go to Settings Payment providers. (https://storaFew readersUnderstand PayPal checkout issues
During sales operations, you might sometimes encounter errors when checking out using PayPal payment method. This article summarizes some problems that may happen, along with the reasons why they happen and how to solve them. In this article A. Error in PayPal section on checkout page B. Problems while processing orders using PayPal A. Error in PayPal section on checkout pageFew readersActivate PayPal Smart Button
PayPal Smart Button is designed by PayPal to improve payment experience and conversions rate on the site. You can activate the PayPal Smart Button so your customers can pay with their cards and can finish the orders without having to open another tab. This article will guide you to activate PayPal Smart Button for your online store. Step by Step Tutorial From the ShopBase admin site, click Settings Payment Providers (https://storage.crisp.chat/users/helpdesk/website/df8398a9Some readersSuggestions on PayPal account setup
A limited PayPal account is one of the most common problems for online merchants using this payment gateway due to unintentionally violating PayPal's policies. When a PayPal account is limited or funds are held, the store's business might be frozen because it is difficult to receive profit and use the funds for capital turnover. In this article, we will give you some suggestions on how to set up your PayPal account to avoid this unfortunate problem. In this article A. Verify PayPal acFew readersUnderstand Stripe order processing issues
During business operations, errors may occur when customers check out using Stripe payment method. In these cases, you may see the abandoned checkout order's timeline is updated with an error code. Below is a list of possible errors, along with additional information about how to resolve them. In this article A. Your card is not supported B. Failed to load Stripe.js/Network ErrFew readersSet up card shield for your payment gateway on ShopBase
In some cases, you may prefer to set up a separate domain for your payment gateway rather than using the store's primary domain. As a result, ShopBase is now introducing the new card shield feature, which allows you to use a proxy domain to hide your store's primary domain from the payment gateway. In this article, we will show you how to set up and utilize this feature. In this article A. Set up a domain as a card shield B. Frequently asked queFew readersEnable PayPal Buy Now, Pay Later on your store
With PayPal's Buy Now, Pay Later offering, the customers will be able to spread payments over longer periods, giving them a more flexible way to pay for their online purchases. On ShopBase, you can configure this setting after successfully connecting PayPal to your store. By enabling this payment option on your store, you are providing your customers with an additional payment method to choose from, increasing your store's converFew readersEnable Klarna and Afterpay Buy Now, Pay Later on your store
With Klarna and Afterpay payment methods, you can provide Buy Now Pay Later (BNPL) offerings for your customers so that they will be able to spread their payments over longer periods, giving them a more flexible way to pay for their online purchases. On ShopBase, you can configure this settings after successfully connecting Stripe and activating the corresponding BNPL to your store. By doing so, you are providing your customers with an additional payment method to choose from, increasing your stFew readers
Checkout
Optimize checkout page for better conversion rate
The checkout page is where customers pay for all of the items in their shopping cart. Those who reach the checkout page after a series of actions are usually highly prospective customers. Even though they are only one step away from completing their purchase, many customers abandon the page at this point. Optimizing your checkout page will increase the number of customers who complete the purchase process, thereby increasing conversion rates and store profits. This article will show you how to oFew readersSwitch between "3-step Checkout" and "One Page Checkout"
A smooth checkout process is one of the crucial factor to encourage customers to finish their orders and reduce the bounce rate. ShopBase online store owners can choose to give their store one of two payment processes for their customers: 3-step Checkout and One Page Checkout. This article compares the two forms of payment and guide you on how to switch from a three-page checkout process to one that allows customers to pay in one page or vice versa. In this article A. 3-step chSome readersCustomize checkout form and page
In this article, we will show you how to customize the style of your checkout page at ease with ShopBase to optimize the checkout process at its finest and boost sales. Step by Step Tutorial From your ShopBase admin, go to Settings Checkout. 2. In Styles, click Customize checkout to customize the style of your checkout page, including store's logo, colors, fonts, etc. Please refer to tFew readersShow the phone number field on the checkout form
This article will demonstrate how to display a phone number field on the checkout form for customers to fill out. This will improve the prospects for future remarketing. Step by Step Tutorial From your ShopBase admin, go to Online Store Themes. Select the theme you want to edit and choose Customize. 2. Select Checkout page from the dropdown menu. (https://storage.crisp.chFew readersChanges when turning on abandoned checkout SMS
When abandoned checkout SMS is set up for your store, you will need to manually update your privacy policy to inform customers about text notifications. Some settings regards to your store's checkout page will also be automatically updated. In this article A. Privacy policy updates B. Automatic settings from ShopBase A. PrFew readersSet up tipping option for your orders
With our new built-in feature, customers can now add a tip to their order payment when they check out. They can add the tip as a percentage of order subtotal or as a custom amount. In this article, we will guide you on how to set up this tipping option for your orders. In this article A. Set up tipping options for your orders B. Refund a tip A. Set up tipping options for your orders You can create up to three tFew readersShow legal agreement on the checkout page
A Terms of Service agreement is a legally binding agreement between you (the ecommerce store owner) and the people using your service. Essentially, you outline what you intend to offer customers and what you expect in return. Like any other contract, you can enforce Terms of Service agreement and link it to the store's checkout page. Your customers can review the Terms of Service before they consent to the agreement and finalize their order. In this article, we will show you how to showFew readers