ShopKeep Pay for iOS

The ShopKeep Pay app for iOS enables employees to use iPhones to tender and close saved sales started in the ShopKeep Register app and eCommerce online orders, and to process new sales by entering a total amount including tax. Download and log into ShopKeep Pay to start accepting cash and credit payments while away from the register for in-store, pickup, and delivery orders.

ShopKeep Pay is only available to merchants using ShopKeep Payments for credit card processing. If you aren’t using ShopKeep Payments and you would like to use ShopKeep Pay, contact your Point of Sale Specialist or visit our ShopKeep Payments page to get a free quote.

Table of Contents

Download ShopKeep Pay

Download ShopKeep Pay from the Apple App Store on an iPhone to start using the app on a particular device.

  1. Open the App Store.
  2. Tap ‘Search’, then search for ‘ShopKeep Pay’.

  3. Tap ‘Get’ next to ‘ShopKeep Pay’, then select ‘Install’ (if necessary) to download the app.

  4. If prompted, use Face ID, Touch ID, or your Apple ID password to authorize the download.

    For help using Face ID or Touch ID, visit Apple Support.

  5. When the download finishes, tap 'Open' to launch ShopKeep Pay.
  6. In the ShopKeep Pay app, tap ‘OK’ on each prompt to allow access to local network devices and Bluetooth for ShopKeep.

    Local network and/or Bluetooth access is required for most printers and credit card readers to connect to the ShopKeep Pay app. Access can be disabled or re-enabled at any time from the Settings app.

Log Into ShopKeep Pay

After downloading ShopKeep Pay, enter your BackOffice login credentials into the app to activate it for use with a ShopKeep store.

Only employees with BackOffice access can log into ShopKeep Pay. To prevent employees from accessing most BackOffice features while still being able to use ShopKeep Pay, assign them the ‘Receive Inventory’ role or uncheck all boxes on the ‘Permission List’. For help managing employee permissions, visit the Manage Staff article.

  1. In ShopKeep Pay, enter your ShopKeep store name, email address, and password.

    Store Name | ShopKeep account name, all lowercase with no spaces.
    Email | Email address used to log into BackOffice.
    Password | Case-sensitive password used to log into BackOffice.

  2. Tap ‘Sign In’.

    Unable to log in? Visit the ShopKeep Pay Troubleshooting guide for help.

  3. (Optional) If prompted, tap 'Yes' and select 'Allow' to enable push notifications.

    Notifications alert you with updates on matters affecting your ShopKeep account, such as when there is a service disruption. Notifications can be disabled at any time from the ‘Settings’ iPhone app.

Integrated Hardware Setup

Set up a credit card reader or receipt printer for use in the ShopKeep Pay app. A credit card reader enables you to process EMV, contactless, and swiped credit transactions, while a receipt printer enables you to print receipts for all transactions and signature slips for credit transactions.

ShopKeep Pay supports all credit card readers and printers compatible with the iOS ShopKeep Register app.

  1. Follow the steps in the setup article for your credit card reader or receipt printer to power it on and connect it to your network or pair with your iPhone.
    • To find the setup article for your card reader or printer, visit our Hardware page.
    • Using the iDynamo card reader? Follow steps 1 – 3 here, then plug the reader into the iPhone, and skip the rest of this section.
  2. In ShopKeep Pay, open the Main Menu and tap ‘Integrated Hardware’.
  3. Select ‘Card Readers’ or ‘Printers’, depending on the type of device being set up.
  4. Enable the card reader or receipt printer for use in the ShopKeep Pay app.
    a  For card readers, tap the name of the reader and wait for a checkmark to appear.
    b  For receipt printers, toggle on the switch for the printer under ‘Receipt Printers’. (Optional) Tap the printer icon to print a test sheet containing the printer’s name, MAC address, and the date and time.

View and Close Saved Sales

Use the ShopKeep Pay app to view, accept cash and credit payments for, and close saved sales started in the ShopKeep Register app and eCommerce online orders.

  • Saved Sales Sync must be enabled in the ShopKeep Register app for saved sales to appear in ShopKeep Pay.
  • ShopKeep Pay does not currently support age-based sales restrictions, issuing or paying by gift cards, and closing Pay by Link saved sales.
  • Saved sales closed in the ShopKeep Pay app do not appear at the register on X and Z reports or the Sales History screen but do appear in BackOffice reporting (excluding the Shifts Summary and the Dashboard ‘Register Summary’ tile).
    1. Tap a saved sale to view or close it.

      The Saved Sales screen automatically loads after opening ShopKeep Pay but can also be manually accessed from the Main Menu.

      Don’t see saved sales on this screen? Visit our ShopKeep Pay Troubleshooting guide for help.

    2. When an online order is ready to be delivered or picked up, tap ‘Out for Delivery’ or ‘Ready for Pickup’, and select ‘Confirm’.

      Customer delivery info and order comments are listed above the items on the order, below the date and time the order was placed. Scheduled pickup dates and times are available on the Saved Sales screen.

      Completing this step will automatically email the customer that the order is on the way or ready for pickup.

    3. Process payment for the saved sale.
      • If the customer paid online for an online order, tap ‘Complete Sale’, then skip to step 4.
      • If the customer did not yet pay, follow steps 3a – 3c below.
      a  Tap ‘Cash’ or ‘Credit’ to tender the saved sale.
      Other tenders, such as ‘Gift Card’ and ‘Check’, are not available in ShopKeep Pay.

      b  For ‘Cash’, enter how much the customer gives you, then tap ‘Calculate Change’ to confirm.
      Tender buttons below ‘Calculate Change’ update dynamically based on the sale amount if it is over $20. For example, a $28.23 sale will have buttons for 29.00, 30.00, and 40.00.

      c  For ‘Credit’, have the customer select or enter a tip if prompted, and tap ‘Charge’. If a credit card reader is connected, ask the customer to insert their card into the reader, tap, swipe, or use Apple Pay. If a credit card reader is not connected, manually enter the customer’s card information, then tap ‘Continue’. If prompted, have the customer sign the screen and tap ‘Next’.
      • Credit cards are charged through the same processor used for the ShopKeep Register app.
      • If your customers sign and tip on paper receipts, enter the tip from the signed receipt or tap ‘Adjust/Add Tip Later’ to enter the tip at a later time. To learn how to change tip settings, visit the Tips and Gratuity article.
      • Having issues processing credit cards? Visit our ShopKeep Pay Troubleshooting guide for help.

    4. Select a receipt option and tap ‘Done’, or tap 'No Receipt'.

      Email Receipt | Send the sales receipt to an email address.
      Text Receipt | Send a link to the sales receipt via text message (SMS) to a mobile phone number.
      Print Receipt | Print the sales receipt to a connected receipt printer.
      Print Gift Receipt | Print the sales receipt without prices to a connected receipt printer.

    Run a New Sale

    Run new cash and credit sales from the ShopKeep Pay app by entering the total price, including tax, of the items a customer is purchasing.

  • ShopKeep Pay does not currently support adding inventory items to sales, calculating tax on new sales, issuing or paying by gift cards, and performing Pay by Link sales.
  • In sales reporting, new sales performed in ShopKeep Pay use ‘Custom amount’ for the item name, are not charged tax, and are not assigned to a register shift. The ‘Custom amount’ item cannot be edited or deleted, is assigned to a department and category called ‘general’, and does not have a supplier or quantity on hand.
  • New sales run in the ShopKeep Pay app do not appear at the register on X and Z reports or the Sales History screen but do appear in BackOffice reporting (excluding the Shifts Summary and the Dashboard ‘Register Summary’ tile).
    1. Open the Main Menu and tap ‘New Sale’.
    2. Enter the total price of the items the customer is purchasing plus tax, then tap 'Cash' or ‘Credit’.

      Tax is not automatically added to new ShopKeep Pay sales. Tax must be calculated separately, added to the total sale amount, and manually tracked outside of ShopKeep. New ShopKeep Pay sales will be counted as non-taxable on the Sales by Tax Rate report, and tax figures on other reports will not include tax from these sales.

    3. Process payment for the sale.
      a  For ‘Cash’, enter how much the customer hands you, then tap ‘Calculate Change’ to confirm.
      Tender buttons below ‘Calculate Change’ update dynamically based on the sale amount if it is over $20. For example, a $28.23 sale will have buttons for 29.00, 30.00, and 40.00.
      b  For ‘Credit’, have the customer select or enter a tip if prompted, and tap ‘Charge’. If a credit card reader is connected, ask the customer to insert their card into the reader, tap, swipe, or use Apple Pay. If a credit card reader is not connected, manually enter the customer’s card information, then tap ‘Continue’. If prompted, ask the customer to sign the screen and tap ‘Next’.
      • Credit cards are charged through the same processor used for the ShopKeep Register app.
      • If your customers sign and tip on paper receipts, enter the tip from the signed receipt or tap ‘Adjust/Add Tip Later’ to enter the tip at a later time. To learn how to change tip settings, visit the Tips and Gratuity article.
      • Having issues processing credit cards? Visit our ShopKeep Pay Troubleshooting guide for help.

    4. Select a receipt option and tap ‘Send’, or tap 'No Receipt'.

      Email Receipt | Send the sales receipt to an email address.
      Text Receipt | Send a link to the sales receipt via text message (SMS) to a mobile phone number.
      Print Receipt | Print the sales receipt to a connected receipt printer.
      Print Gift Receipt | Print the sales receipt without prices to a connected receipt printer.

    ShopKeep Pay includes a limited version of the register Main Menu that enables you to navigate the app and access additional functions.

    1. Tap the menu button to open the Main Menu.
    2. Select an option on the Main Menu.

      New Sale | Run a new cash or credit sale by entering the total sale amount including tax. See the New Sale section for more information about this screen.
      Saved Sales | View open saved sales. See the Saved Sales section for more information about this screen.
      Integrated Hardware | Set up a credit card reader or receipt printer for use in the ShopKeep Pay app. See the Integrated Hardware section above for more information about this screen.
      Get Updates from BackOffice | Used to update ShopKeep Pay after making changes in BackOffice.
      System Diagnostics | Displays status information for the ShopKeep Pay app and Customer Care contact details. Visit the Diagnostics Screen article to learn about the information contained on this screen.
      ShopKeep Pocket | Opens the ShopKeep Pocket app if it is installed on this iPhone. If it is not installed, the App Store will open to the ShopKeep Pocket page where you can download the app.