Editing an Order

Editing an order occurs frequently. Cleverific allows you to put the power into your customers' hands. This guide walks you through the process.

On this page:

The Problem

Cleverific

How does it work with Downpay?

Install and setup Cleverific

Verify your setup with Downpay + Cleverific

The Problem

Customers routinely need to make changes to their orders. There are many different scenarios: a product size or color, quantity changes, adding extra items, changing their shipping address or shipping method, and so on. This was all largely on the merchant to perform. At Downpay we see this frequently. Customers are ordering items like fine jewelry or custom-made furniture that can take many weeks to craft. This increases the likelihood of changes needing to be made.

Historically this has been problematic, especially for orders that contained items with deposits or downpayments. Workarounds were complex and cumbersome. Even though Shopify recently allowed order editing on such carts, there are still many things that can’t be done. Enter self-serve order editing with Cleverific. 

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Cleverific

Cleverific allows customers make changes to orders instantly, 24/7. No more, “Can I change my address?” emails. Use Customer Portal to set rules like editing window timeframes or set rules to allow customers to:

Change product size, color, or variant

Adjust order quantities

Update shipping address or method

Add, remove, or cancel items

How does it work with Downpay?

Cleverific works flawlessly with Downpay. Allowing customers to make their own changes on order frees up merchants, removes additional steps and gives customers greater flexibility.

Any order that contains a product with a deposit made using Downpay can be edited just the same as a cart with only fully paid-for items.

Steps

1. Install Downpay from the Shopify App Store.
2. Complete the onboarding steps and add Downpay to your theme.

3. Click Create a purchase option.

4. Configure your purchase option settings. You can read more about this in the following article from Downpay: Purchase Option Settings.

Install and setup Cleverific

Steps

1. Install Cleverific from the Shopify App Store.
2. Complete the onboarding steps.
3. Cleverifc offers many features, but for the purpose of this guide, we are going to focus on Customer Portal.
4. If your store is fully upgraded to Checkout Extensibility, including your Thank you and Order Status pages, please follow the Cleverific setup guide here: Setting up Customer Portal with Checkout Extensibility. Otherwise, you'll need to follow the instructions here.

Verify your setup with Downpay + Cleverific

Steps

1. On your online store, place a test order using a product that has a deposit.

1. From the order status page, make a few edits via Customer Portal. You can update the quantity, change the variant, and the shipping address, or add items. The deposit remains unchanged, and the balance due is updated automatically.

1. Test cancelling the order via Customer Portal.

• If the deposit was not captured (recommended): The authorization is voided, and the products are restocked.
• If the deposit was captured: A full refund of the deposit is issued, and the products are restocked.

Any questions about Customer Portal with Downpay? Feel free to email us or the folks from Cleverific at support@cleverific.com

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Updated on: 02/12/2025