Articles on: Advanced Setup

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.



On this page:


Setting up the order management customer portal
All Shopify plans
Shopify Plus
Classic customer accounts

Enabling customer cancellations

How customers use the portal



Setting up the order management customer portal



Checkout extensibility setup



Shopify Plus stores can now enable the customer order portal directly in the Shopify theme editor.

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

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

Select Add app block at the bottom left and choose checkout-ui made by Downpay.



Click save.

Order Status page scripts setup [deprecated]



A script needs to be installed on the order status page to enable Downpay's order management customer portal. To do so:

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

Click Checkout and scroll down to the Order status page section

Insert the below script into the box provided.

<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>


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 or if you are comfortable with editing your theme code, use the instructions below:

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

{% 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 %}


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.

{% 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.

Navigate to Downpay and click Settings from the left navigation bar

Check the box labelled Enable customer cancellations

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





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How customers use the portal



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

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

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



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





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Updated on: 13/06/2024

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