You can set partial payments in 3 different ways: On Exact date, No. of days from checkout, and On fulfillment
The Exact Date and Number of Days from Checkout options are based on a specific due date, so that reminder emails can be sent on that date.
However, the On Fulfillment option does not depend on a due date. Instead, the balance payment becomes due only after the order is fulfilled.
To increase customer trust in your store, you can use the On Fulfillment option, allowing customers to pay the remaining amount only after the product has been shipped.
This guide is about how to trigger an automated reminder email based on the fulfillment action.
Why Shopify Flow is required
Once the product is marked as Fulfilled, the remaining balance becomes due. But we cannot send payment reminders to customers directly from Shopify.
To bridge this gap, you can use the free Shopify Flow app to connect payment due with payment reminders. This allows you to automatically notify customers or send an invoice when their balance becomes due.
If you prefer to collect the payment before fulfillment, you can do so manually.
How the workflow works
When fulfillment is completed, and the balance payment becomes due, this workflow:
- Triggers automatically after fulfillment is done
- Checks specific conditions to differentiate the orders that fall into this specific plan
- Sends the official Shopify Order Invoice email to the customer to complete their payment
Conditions checked for sending payment reminder for due on fulfillment
The workflow verifies the following before sending the payment reminder:
Payment Conditions
- The payment is tied to “On Fulfillment” payment terms
- The payment is not due on receipt
- The payment has not been completed
Order Conditions
- The order is already Fulfilled
- The order contains at least one of the following tags (used by Dibs to identify order types):
- LB-Backorder
- LB-Preorder
These conditions ensure that reminders are sent:
- Only for On fulfillment-based payment terms
- Only for Backorders or Preorders
- Only if the payment is still outstanding
To make this easier, we have created a ready-to-use template with all these conditions. You can download the file and import it directly into your store.
Steps to set up Flow
Step 1
Install and open the Flow app in your Shopify admin and click Import.
Step 2
We have created a template that includes all the required conditions. You can download it using the link below.
Download the payment reminder flow template here
Step 3
Import the downloaded template into your store. The workflow will be created automatically.
Step 4
Open the workflow and click Turn on to activate it.
How to verify Flow
In the Flow app, click Recent runs and verify whether the workflow is running successfully.
If you want to check the workflow in depth, open the workflow and click edit where you can find the Under the Edit section, you can view the conditions set and the status of the workflow.
Success case
In a successful case, the workflow status will show as Completed in Recent runs.
When you open the workflow and click Edit, you will see that:
- All conditions are met
- Sending the invoice email is executed successfully
Failure case
In some cases, the workflow may fail or remain in a Retrying state for a long time.
If you want to identify the exact cause of the issue, open the workflow, review the failed reason, and resolve it to ensure the plan runs successfully.
If you need any further clarification, we provide free setup assistance via Chat or Zoom.