管理您的 Shopify Balance 卡

Shopify Balance 卡是用于管理企业经营费用的便捷方式。设置 Shopify Balance 账户时,您的虚拟卡会被自动激活。

Shopify 不针对使用 Balance 卡收取任何费用,但 ATM 提供商可能会收取费用。您可以在服务条款中找到有关费用的更多信息。

本页相关主题

  • 设置实体 Shopify Balance 卡

  • 管理 Shopify Balance 卡

设置实体 Shopify Balance 卡

当您创建 Shopify Balance 账户账户时,您的虚拟卡会被自动激活。如果您需要实体卡,您可以从 Shopify 请求一张实体卡。

请求实体 Shopify Balance 卡

您可以为您的 Shopify Balance 账户请求实体卡。

步骤:

  1. 在 Shopify 后台中,转到财务 > Balance

  2. 点击订购实体卡

  3. 可选:通过添加公司名称来自定义您的 Balance 卡。

  1. 输入或确认您的发货信息,然后点击订单卡

订购实体卡后,您可以通过前往财务 > Balance > 管理卡,然后点击实体卡来访问卡的配送状态和预计配送日期。

出于安全原因,您可能会收到再次对账户进行身份验证的提示。

针对未送达的实体 Shopify Balance 信用卡进行重新订购

如果您为 Shopify Balance 账户请求了实体卡并且卡在配送时出现问题,则您可以订购新卡。若要访问卡的配送状态和预计配送日期,您可以前往财务 > Balance > 管理卡,然后点击相应的实体卡。如果卡的状态为已退回配送失败,则您可以重新订购。在请求新卡时,请确认您的发货信息准确无误。

步骤:

  1. 在 Shopify 后台中,转到财务 > Balance

  2. 点击管理卡或管理账户

  3. 卡管理下,点击要查看的卡。

  4. 点击替换卡

  5. 选择未收到卡,然后点击下一步

您的未送达卡已取消,您将收到一张新卡。

激活实体 Shopify Balance 卡

通过邮件收到 Shopify Balance 卡后,您需要先将其激活,然后才能使用。若要开始这一过程,您可以扫描包裹上的二维码,或转到 Shopify 后台。

步骤:

  1. 在 Shopify 后台中,转到财务 > Balance

  2. 点击管理卡或管理账户

  3. 点击Shopify Balance卡

  4. 点击激活卡

  5. 输入 Shopify Balance 卡的后四位数字,然后点击下一步

  6. 输入 Shopify Balance 卡的 4 位数个人识别码 (PIN),然后点击下一步

  7. 再次输入您的 PIN,然后点击确认

  8. 输入通过短信发送给您的确认码,然后点击激活。 如果您没有收到含有代码的短信,请点击重新发送代码

管理 Shopify Balance 卡

您可以从 Shopify Balance 账户页面管理虚拟卡和实体卡。

查看卡片信息

您可以查看您的虚拟卡和实体卡信息。

步骤:

  1. 在 Shopify 后台中,转到财务 > Balance

  2. 点击管理卡或管理账户

  3. 卡管理下,点击要查看的卡。

  4. 若要显示整个卡号,请点击显示卡号

出于安全原因,您可能会收到再次对账户进行身份验证的提示。

将您的 Shopify Balance 卡链接到 Apple 或 Google 钱包

您可以将您的虚拟或实体 Shopify Balance 卡链接到移动钱包,这样您便可以直接通过手机付款。若要链接卡,您需要使用 Shopify Balance 卡号。您可以在账户详细信息页面上找到卡号,然后点击您要链接的卡即可。对于相应步骤,请参阅 Apple Wallet 或 Google Pay。

更换您的 Shopify Balance 卡

订购更换将取消您当前的 Shopify Balance 卡。您的新 Shopify Balance 卡在八个工作日内发货,并通过标准运输的方式运送。

步骤:

  1. 在 Shopify 后台中,转到财务 > Balance

  2. 卡管理部分,点击您的 Shopify Balance 卡。

  3. 点击替换卡

  4. 选择要取消和替换 Shopify Balance 卡的原因,然后点击下一步

  5. 查看您的收货地址,确保地址正确无误,然后点击确认并替换卡。如果您需要更新地址,请点击编辑,编辑您的地址,然后点击确认并替换卡

出于安全原因,您可能会收到再次对账户进行身份验证的提示。

重置您的 Shopify Balance 卡 PIN

您可以重置卡的 PIN。

步骤:

  1. 在 Shopify 后台中,转到财务 > Balance

  2. 点击账号

  3. 点击查看账户详细信息,然后点击要重置的卡。

  4. 点击重置 PIN,输入四位 PIN,然后点击下一步

  5. 重新输入您的 PIN,然后点击确认

  6. 输入通过短信发送给您的确认码,然后点击重置 PIN

锁定您的 Shopify Balance 卡

如果您的 Shopify Balance 卡丢失或被盗,则需要将其锁定,这样其他人才无法使用您的卡。

步骤:

  1. 在 Shopify 后台中,转到财务 > Balance

  2. 卡管理部分中,点击您的 Shopify Balance 卡,然后点击锁定卡

  3. 再次点击锁定卡,确认您要锁定卡。

出于安全原因,您可能会收到再次对账户进行身份验证的提示。

您可以通过点击解锁卡来解锁 Shopify Balance 卡,然后再次点击 Shopify 后台中“Shopify Balance 卡”页面上的解锁卡

Shopify商户官网原文详情:

Managing your Shopify Balance cards

The Shopify Balance card is an easy way to manage the expenses of running your business. When you set up your Shopify Balance account, your virtual card is automatically activated.

Shopify doesn't charge any fees for using your Balance card, but ATM provider fees may apply. You can find more information about fees in your Terms of Service.

On this page

  • Setting up a physical Shopify Balance card

  • Managing a Shopify Balance card

Setting up a physical Shopify Balance card

When you create your Shopify Balance account, your virtual card is automatically activated. If you want a physical card, you can request one from Shopify.

Request a physical Shopify Balance card

You can request a physical card for your Shopify Balance account.

Steps:

  1. From your Shopify admin, go to Finances > Balance.

  2. Click Order a physical card.

  3. Optional: Customize your Balance card by adding your business name.

  1. Enter or confirm your shipping information, and then click Order card.

After you order your physical card, you can access your card's delivery status and estimated delivery date by going to Finances > Balance > Manage cards and then clicking on the physical card.

For security reasons, you might receive a prompt to authenticate your account again.

Reorder a physical Shopify Balance card that wasn't delivered

If you have requested a physical card for your Shopify Balance account and there's an issue with the card being delivered, then you can order a new card. You can access your card's delivery status and estimated delivery date by going to Finances > Balance > Manage cards and then clicking the physical card. Cards with a Returned or Delivery failed status can be ordered again. Verify that your shipping details are correct when you request a new card.

Steps:

  1. From your Shopify admin, go to Finances > Balance.

  2. Click Manage cards or Manage account.

  3. Under Card management, click the card that you want to view.

  4. Click Replace card.

  5. Select Card not received and then click Next.

Your undelivered card is canceled, and then a new card is shipped to you.

Activate a physical Shopify Balance card

After you have received your Shopify Balance card in the mail, you need to activate it before you can use it. To begin the process, you can scan the QR code on your package or go to your Shopify admin.

Steps:

  1. From your Shopify admin, go to Finances > Balance.

  2. Click Manage cards or Manage account.

  3. Click Shopify Balance Card.

  4. Click Activate card.

  5. Enter the last four digits of your Shopify Balance card, and then click Next.

  6. Enter a four-digit Personal Identification Number (PIN) for your Shopify Balance card, and then click Next.

  7. Enter your PIN again, and then click Confirm.

  8. Enter the confirmation code sent to you by text message, and then click Activate. If you do not receive a text message with your code, then click Resend code.

Managing a Shopify Balance card

You can manage your virtual and physical cards from your Shopify Balance account page.

View card information

You can view your virtual and physical card information.

Steps:

  1. From your Shopify admin, go to Finances > Balance.

  2. Click Manage cards or Manage account.

  3. Under Card management, click the card you want to view.

  4. To display the entire card number, click Show card numbers.

For security reasons, you might receive a prompt to authenticate your account again.

Link your Shopify Balance card to an Apple or Google wallet

You can link your virtual or physical Shopify Balance card to your mobile wallet so you can make payments directly from your phone. To link a card, you will need your Shopify Balance card numbers. These can be found by going to the Account Details page and then clicking on the card that you want to link. Refer to Apple Wallet or Google Pay for the appropriate steps.

Replace your Shopify Balance card

Ordering a replacement card will cancel your current Shopify Balance card. Your new Shopify Balance card ships within eight business days and is sent through standard shipping.

Steps:

  1. From your Shopify admin, go to Finances > Balance.

  2. In the Card management section, click your Shopify Balance card.

  3. Click Replace card.

  4. Select a reason for cancelling and replacing your Shopify Balance card, and then click Next.

  5. Review your shipping address to make sure it's correct, and click Confirm and replace card. If you need to update your address, then click Edit, edit your address, and then click Confirm and replace card.

For security reasons, you might receive a prompt to authenticate your account again.

Reset your Shopify Balance card PIN

You can reset your card's PIN.

Steps:

  1. From your Shopify admin, go to Finances > Balance.

  2. Click Account numbers.

  3. Click View account details, and then click the card you want to reset.

  4. Click Reset PIN, enter a four digit PIN, and then click Next.

  5. Re-enter your PIN, and then click Confirm.

  6. Enter the confirmation code sent to you by text message, and then click Reset PIN.

Lock your Shopify Balance card

If your Shopify Balance card is lost or stolen, then you need to lock it so that no one else can use it.

Steps:

  1. From your Shopify admin, go to Finances > Balance.

  2. In the Card management section, click your Shopify Balance card, and then click Lock card.

  3. Click Lock card again to confirm you want to lock your card.

For security reasons, you might receive a prompt to authenticate your account again.

You can unlock your Shopify Balance card by clicking Unlock card, and then clicking Unlock card again on the Shopify Balance card page in your Shopify admin.


文章内容来源:Shopify商户官方网站

(本文内容根据网络资料整理,出于传递更多信息之目的,不代表连连国际赞同其观点和立场)