> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://docs.downpay.app/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Customer order management

The Downpay customer portal will allows customers to:
* Update the card that is saved
* Cancel their order [Only if this is enabled in Downpay's settings]

This guide will show you how to enable this functionality for your customers.
---
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###### On this page:

[Setting up the order management customer portal on your order status page](#1-setting-up-the-order-management-customer-portal)
* [Setup on Shopify theme editor](#2-setup-on-shopify-theme-editor)
* [Order status page script](#2-order-status-page-script)
* [Classic customer accounts](#2-classic-customer-accounts)

[Enabling customer cancellations](#1-enabling-customer-cancellations)

[Enabling a pay balance button](#1-enabling-pay-balance-button)

[How customers use the portal](#1-how-customers-use-the-portal)
---
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# Setting up the order management customer portal

## Setup on Shopify theme editor

Shopify stores can now enable the customer order portal directly in the Shopify theme editor in the `Checkout and customer accounts` template.

1. Navigate to your `Online Store` and click `Customize` on the theme you wish to add to the portal to.

2. Navigate to `Checkout and customer accounts` using the template drop down selector found in the top center of the screen, and then select `Order Status`.

3. Select `Add app block` at the bottom left and choose `Downpay Order Card` made by Downpay.

![](https://storage.crisp.chat/users/helpdesk/website/81f235024a249800/screenshot-2025-02-25-at-10124_e5c9md.png)

4. Edit the heading and body text as needed.

5. Click save.

## Order Status page script

||| Scripts are now being deprecated by Shopify. The information is below is provided to help you uninstall the script before the Shopify deadline.

1. Navigate to your store's settings page from the ⚙️ located in the left navigation bar.

2. Click **Checkout** and scroll down to the **Order status page** section

3. Find the below script and delete it from the box.

```html
<script>
  {% assign items_with_plans = checkout.line_items | where: "selling_plan_allocation" %}

  {% if items_with_plans.size != 0 %}

  Shopify.Checkout.OrderStatus.addContentBox(
      `<h2 class="heading-2">This order has a payment due in the future</h2>
       <p>To manage your deferred payment 
        <a href="/apps/downpay?shop_id={{shop.id}}&order_id={{checkout.order_id}}">click here</a>
        </p>
       `
    )

  {% endif %}
</script>
```

4. Click **Save** at the top right of the settings page.

## Classic customer accounts

You may also include a link to the Downpay portal on your Shopify classic customer account portal. To set this up, please contact us at [support@hypehound.io](mailto:support@hypehound.io) or if you are comfortable with editing your theme code, use the instructions below: 

1. Create a new snippet with the code below in the **Snippets** folder to the corresponding theme called **downpay-customer-order.liquid**

```html
{% assign items_with_plans = order.line_items | where: 'selling_plan_allocation' %}
{% if items_with_plans.size != 0 %}
  <p>
    To manage your deferred payment
    <a href="/apps/downpay?shop_id={{ shop.id }}&order_id={{ order.id }}">click here</a>
  </p>
{% endif %}
```

2. Locate the **Customers/order.liquid** or the corresponding section that powers the store's Customer Account Order. This could be **main-order.liquid** found in Sections. Place the code below where you would like to see the link to the Downpay portal. We recommend placing it above the order details table.

```html
{% render 'downpay-customer-order' %}
```
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# Enabling customer cancellations

Downpay includes an optional feature to allow customers to cancel their own orders as well as refund orders. When a customer cancels an order, their payment method on file is also removed.

To enable this feature:

1. Navigate to Downpay and click **Settings** from the left navigation bar

2. Check the box labelled **Enable customer cancellations**

3. You can optionally enable refunding the deposit by enabling **Enable refunds of deposits on cancellation**.

![](https://storage.crisp.chat/users/helpdesk/website/81f235024a249800/sett_1ofgvgu.png)

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# Enabling pay balance button

||| Shopify has deprecated the `Pay Now` button on the order status and customer portal pages. If you still wish to offer customers their own button, use our guide for [Enabling Pay Now button on Order Confirmation Email](https://docs.downpay.app/en/article/modify-date-and-content-display-about-deposits-on-your-theme-13dgsid/#6-add-pay-now-button)
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# How customers use the portal

Customers will be able to navigate to the portal via the following steps:

1. Click **View order** in their original order confirmation email. This will bring them to the order status page

2. Find the section labeled  "**This order has a payment due in the future**", then click **click here**.

![](https://storage.crisp.chat/users/helpdesk/website/81f235024a249800/clcik_8qi4kt.png)

Once in the portal customers can complete any operation that has been enabled.

![](https://storage.crisp.chat/users/helpdesk/website/81f235024a249800/screenshot-2023-12-03-at-839-1_1s0n2lw.png)
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