Your integrations

This is the home screen for payment setup. It lists the payment processors you've connected, lets you customise what your checkout offers, lets you preview that checkout, and shows whether your account is taking payments.

Your integrations

Where to find it

It's the screen you land on after signing in (or after accepting the terms). You can also get back to it after adding, editing, or removing a provider.

What you see

  • Your active providers — the payment services currently connected.
  • Your archived providers — the providers you've previously disconnected — shown only when you switch to the archived view.
  • The date of your last transaction, and a validation status (taken a payment recently, not for over 30 days, or never).
  • A Customise checkout area, where you control which payment methods your checkout offers and how each one is handled (see below).
  • A Preview checkout area, where you can see what your checkout will look like for a given payment type and currency (see below).
  • Your Shuttle Payments Marketplace status and a link to it.
  • A "YOU ARE IN READONLY MODE" badge if you don't have permission to make changes.

Customise checkout

This is where you decide what your checkout offers customers. If your account has more than one legal entity, a dropdown at the top of this area lets you pick which one you're configuring. You can:

  • Turn each payment method (Cards, ACH, SEPA, wallets, and so on) on or off.
  • Choose which connected provider processes each method — for example, if more than one of your providers can take card payments, pick which one handles cards, which handles ACH, and so on. This only appears for a method when you have more than one provider that could process it.
  • Turn fraud screening on or off for a method, where it's available.
  • Set amount rules for a method (the cog icon), which open the Restricting a payment method by amount screen.
  • Enable Apple Pay and/or Google Pay, if your platform supports wallets. Shuttle offers these through network tokenization, so it's a two-step option:
    • First enable network tokens. This appears only if your platform has turned wallet support on and at least one of your connected providers supports network tokens. Platforms have to enable it because Apple Pay and Google Pay require domain certification — the platform completes that work and tells Shuttle which domains your checkout is hosted on. Switching network tokens on is saved straight away; you don't need to press Save for it.
    • Once network tokens are on, you can switch on Apple Pay and/or Google Pay. Click to Pay appears alongside them only where your platform has the early-access flag enabled, so most accounts will not see it.
    • Turning on either one reveals a merchant country dropdown and a merchant legal name field, because Shuttle passes your legal merchant name through to Apple or Google. It should match your legal name.

When your platform supports wallets and one of your connected providers supports network tokens, an Enable Apple Pay / Google Pay support toggle appears:

Your integrations

Switching it on reveals the individual Apple Pay and Google Pay toggles (and Click to Pay, where the platform has early access to it) and the Merchant Country / Legal Name row — pick the country your merchant account is held in, and enter the name exactly as it is registered:

Your integrations

Once saved, the row collapses to show the country and name together (for example GB · Acme Ltd) with a pencil icon to edit them again. While you're editing, Enter finishes, Escape puts both fields back to what they were, and the row stays open while you have unsaved changes so Save and Cancel stay within reach.

Preview checkout

Your integrations

Preview checkout shows you what your checkout screen will display for a given combination of payment type and currency — for example whether address verification (AVS) fields appear, or whether several payment options are shown. You choose who's paying (an online customer, or staff taking a payment by phone), the currency, and the kind of payment, then display the preview.

You can't take a real payment in the preview — it's only for seeing what will be displayed.

What you can do

ControlWhat it does
AddStarts adding a new payment processor. See Connecting a payment processor.
Show archived / Show activeSwitches the list between active and archived providers.
Restore (on an archived provider)Brings a previously disconnected provider back into use, after you confirm. Rules: Restore an archived provider.
Open a providerOpens that provider to view or change its settings.
Choose a legal entityWhen your account has more than one legal entity, picks which one the checkout settings below apply to.
Enable / disable a payment methodTurns a method (Cards, ACH, SEPA, wallets, and so on) on or off at checkout. Rules: Route a payment method to a provider, Stop offering a payment method.
Choose a method's providerWhen more than one connected provider can process a method, picks which one handles it. Rules: Route a payment method to a provider.
Toggle fraud screeningTurns fraud screening on or off for a method, where it's available. Rules: Route a payment method to a provider.
Amount rules (cog icon)Opens the rules screen to restrict a method by transaction amount. See Restricting a payment method by amount.
Enable network tokensApple Pay / Google PayAvailable when your platform supports wallets and a connected provider supports network tokens. Network tokens switch on immediately; then enable Apple Pay and/or Google Pay — turning on either prompts for your merchant country and legal name (both passed through to Apple / Google). Save stays disabled until both are filled in. Rules: Enable wallet support for the instance, Set the merchant name and country.
Save / Cancel (checkout)Saves or discards your checkout customisation changes. See Setting up checkout payment methods. Rules: Route a payment method to a provider, Stop offering a payment method, Enable wallet support for the instance, Set the merchant name and country.
Preview checkoutShows what your checkout will display for a chosen payment type and currency. It doesn't take a real payment.
Open / Connect now (Marketplace)Opens the Shuttle Payments Marketplace in a new tab.

Things to note

  • When you have no providers yet, the screen shows only the provider list with a prompt to add your first payment processor.
  • In test mode a banner reminds you that you're in a sandbox.
  • Your platform can hide the Customise checkout and Preview checkout areas. If you can't see them, that's a platform setting.
  • The Marketplace section can be hidden, read-only, or show either an Open or a Connect now link, depending on your account.
  • When payment setup is opened for a single provider (a focused setup link), this list is skipped entirely — you go straight to that one provider. See Setting up in single-provider mode.

Related tasks

  • Connecting a payment processor
  • Setting up checkout payment methods
  • Setting up in single-provider mode

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