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Guide to the New SHOPLINE Payments Account Panel (Coming Soon)

To enhance your user experience, SHOPLINE has revamped the SHOPLINE Payments account management panel. The upgraded interface offers a more intuitive menu structure, a user-friendly design, and improved overall interaction, making it easier to view your SHOPLINE Payments account and manage transactions.

 

 

Accessing the New Account Management Panel

Once you've upgraded to the new SHOPLINE Payments account management panel, the access path remains the same as in the previous version. Follow these steps to navigate to the account panel:

  1. From your SHOPLINE admin panel, go to Settings > Payments.
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  2. In the SHOPLINE Payments section, click Account to access the panel.
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Overview of the New Menu Structure

The new admin panel features a streamlined interface designed to enhance your account monitoring and transaction management efficiency. This overview highlights key features in the top navigation bar and introduces the modules in the left-hand panel.

 

Key Features in the Top Bar

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Feature Button Description
Download center

Conveniently located in the top bar, the download files icon allows quick access to all your important downloadable files, including but not limited to consolidated monthly statements and transaction records.

When a red number badge appears on the icon, it indicates that new files are ready for download. Simply click the icon to access the Download center and download the required files.
Switch to old ver.

To help you smoothly transition to the new panel, this option allows you to temporarily revert to the previous version as needed.

Important Note: This option will be disabled after a specific time (as indicated in your system notification). We encourage you to familiarize yourself with the new version for a more efficient workflow.
Back to admin This button takes you back to the main SHOPLINE admin panel from the SHOPLINE Payments account panel.

 

Left Panel Features

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Feature Module Description
Overview Provides an overview of the account balance, account information, transaction summary, recent withdrawal records, and more.
Payouts Includes payout records and allows for payout account management.
Transactions Displays detailed transaction records.
Report management Allows you to export the monthly consolidated statement and transaction records.
Merchant management Offers management options for payment methods, statements, and account settings.

 

 

Understand the Functionality of Each Module

 

Overview

The Overview module provides a comprehensive snapshot of your account activity. It consists of four key sections:
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Section Description
Account Balance

In the Account balance section, you'll be able to check your account balance and reserved funds:

  • Account balance: Displays the net amount (with transaction fees deducted) from SHOPLINE Payments orders. Please note that pending deposits and third-party transactions are not included. If you operate both an online store and a POS business, the balance will be shown separately for each sales channel.
  • Reserved funds: SHOPLINE Payments may hold a portion of your sales as a reserve to protect against potential risks. This reserve is calculated based on a formula considering your business's risk level. You can click the View details button to review the reserve records. Below are the two types of reserves:
    • Rolling reserve: A percentage of each order is withheld and will be released into your account balance after the holding period. The holding period and withholding ratio are subject to real-time adjustments based on your store's risk level.
    • Fixed reserve: A fixed percentage of your total sales may be withheld as a reserve, based on your business's risk assessment. 

Note: Order refunds will be deducted from your SHOPLINE Payments account balance. Reserved funds cannot be used for refunds or chargebacks, so please ensure proper fund management. If your available balance is insufficient to cover a refund, top up your account before initiating the transaction.
Transaction Overview The Transaction overview section provides a centralized view of your store's transaction records. You can see the total amounts for orders, refunds, and dispute refunds. You can also switch between stores and filter transactions by date range for more precise analysis.
Recent Payouts The Recent payouts section displays your recent payout records. Click View for details on each payout. To view your complete payout history, click All payouts to access the Payout records page. 
Account Information On the right side of the Account balance section is Account information, where you can view details related to your account:
  • Account name: The name used for Know Your Customer (KYC) verification with SHOPLINE Payments.
  • SHOPLINE Payments account number: Your unique ID in SHOPLINE Payments. If you encounter issues, you can provide this ID for prompt assistance.
  • Account verification status: Indicates your current KYC verification status. Once verified, you can perform regular fund operations such as pay-ins and payouts.

 

Payouts

This section allows you to view and manage your payout records and accounts.

To search for and view payout records:

  1. On the Payout records page, search for specific records by entering the payout number, selecting a payout time period, or setting amount limits.
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  2. Click View to access the payout details page and review the withdrawal information.
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To add or change your payout account:

  1. On the Payout records page, click Manage payout account.
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  2. On the Payout bank account page, click Add account.
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  3. Enter the account information and upload an image of your bank passbook cover. Click Add to submit your application.
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  4. Account reviews typically take two working days. Upon approval, you will receive an email titled [SHOPLINE Payments] Payout account application has been approved. This confirms that you can adjust your default payout account.
  5. After receiving the email, return to the Payout bank account page and click Edit default account to update your default withdrawal account.
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Note: Only approved payout accounts can be used for payout operations. If your account review is not approved, you will be notified by email. You can resubmit the correct and complete information based on the provided reason for rejection.

 

Transactions

In the Transactions section, you can access all transaction records and use filtering tools to quickly locate specific entries.

  1. On the Transactions > Transaction records page, all records are displayed by default. You can switch between the Orders, Refunds, or Disputes tabs to focus on a specific transaction category.
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  2. Use the search and filter options to narrow down your results. You can search by:
    • Transaction number
    • Time zone
    • Date range
    • Amount limits
    • Transaction category and status
    • Store
    • Payment tag

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  1. Click View to access detailed information about the transaction.
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Report Management

This section allows you to export various reports, including the Consolidated statement (monthly) and Transaction records. Click Export on the desired report to access the data export settings.
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Consolidated Statement (Monthly)

This statement provides a summary of your account balance at the end of the month, along with detailed transaction and refund records for that period. It is generated automatically on the 1st day of the following month.
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Transaction Records

This report contains detailed transaction records. You can export up to 92 days of transaction data per download.
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Note: You can use the system-generated file name or customize it for easier organization.

 

Merchant Management

This section allows you to manage various merchant-related settings, including payment methods, statements, and account configurations.

Payment Method Management

On the Payment method management page, you can view and manage activated payment methods for your SHOPLINE Payments account. You may also activate new payment methods (if applicable).
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Statement

On the Statement page, you can view a historical record of all incoming and outgoing transactions in your SHOPLINE Payments account. Additionally, you can filter transactions by date range, transaction number, and gross amount.

Note: As part of ongoing upgrades to optimize account balance displays and reconciliation processes, changes to account funds will no longer be recorded on the Statement page. As a result, this page has been de-emphasized and moved under the Store Management menu.

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Account Setup

Email address: In the Email address section, click Edit to modify your contact email address.
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Domain settings: Domains affect your ability to accept Apple Pay payments from website URLs. You can manage up to 15 domain names at a time.

To add a domain name:

  1. In the Domain settings section, click Edit.
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  2. Click Add domain name in the upper-right corner.
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  3. Enter the domain name in the format "www.xx.xx." To verify the payment method for the domain, check the corresponding box, then click Submit.
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  4. A blue prompt will appear next to the domain name under verification. Click Refresh to view the verification result.
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    • If verification fails, a yellow prompt will indicate the failure.
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    • If verification succeeds, the payment method icon will be displayed.
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To manage domain names:

  1. In the domain list, click Edit to access the domain editing page.
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  2. Manage the domain name as needed:
    • To update or re-verify the domain, make the necessary changes and click Update.
    • To delete a domain, click Remove domain.

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