Learn how to set up Downpay so it only appears for certain customers using customer tags. This setup is ideal for wholesale, trade, or approved accounts where you want deposits or partial payments available only to logged-in customers you control.

On this page:

Overview

Considerations

Setting up Downpay for B2B customers only

• Installing Downpay
• Duplicating your live theme
• Completing Downpay onboarding
• Creating a purchase option and assigning products
• Enabling Downpay on your unpublished theme
• Restricting Downpay visibility using customer tags
• Tagging B2B customers
• Testing the experience
• Publishing your theme

Overview

This guide walks you through configuring Downpay so it is only visible to VIP tagged customers using Shopify customer tags.

By the end of this setup:

• Downpay will be fully configured with a deposit purchase option on product
• The Downpay product block will be enabled only on an unpublished theme
• Downpay will automatically hide itself for customers who are not logged in and do not have the required tag

This approach allows you to safely test and control access before going live.

Considerations

• This setup relies on Shopify’s customer object, which is only available when a customer is logged in.
• Customers without the required tag will not see Downpay.
• You must apply the Liquid code snippet to the same theme and product template where the Downpay product block is enabled.
• Choose a customer tag that is easy to manage, such as b2b, wholesale, or vip.

Setting up Downpay for VIP customers only

This section guides you through the complete setup, from installing Downpay to publishing your theme.

Installing Downpay

1. Install Downpay from the Shopify App Store.
2. Open the Downpay app in your Shopify admin.

Duplicating your live theme

To avoid impacting your live storefront during setup:

1. In Shopify admin, navigate to Online Store > Themes.
2. Locate your live theme.
3. Click Actions > Duplicate.
4. Confirm the duplicated theme appears in your theme library and remains unpublished and rename it to something clear.

Completing Downpay onboarding

1. In the Downpay app, begin the in-app onboarding.
2. Follow all onboarding steps.
3. When prompted to install Downpay in your theme, skip this step for now.
4. Finish onboarding.

Creating a purchase option and assigning products

1. In Downpay, create your first purchase option.
2. Configure your deposit or partial payment terms.
3. Assign products:

• Assign specific products, tagged products, or
• Assign your entire catalog

4. Click Save.

Enabling Downpay on your unpublished theme

1. Go to Online Store > Themes.
2. On your duplicated (unpublished) theme, click Customize.
3. Open the product template used by the products assigned to Downpay.
4. Add the Downpay product block. Full guide here.
5. Adjust the block settings as needed.
6. Save your changes.

Restricting Downpay visibility using customer tags

This step ensures Downpay only loads for customers with a specific tag.

1. In Shopify admin, go to Online Store > Themes.
2. On your duplicated theme, click Actions > Edit code.
3. Open the product template or product section file used by your products.
4. Add the following code near the top of the file:

{% unless customer.tags contains "vip" %}
  <script>
    window.downpay = window.downpay || {};
    window.downpay.disabledOnFirstLoad = true;
  </script>
{% endunless %}

5. Replace vip with the customer tag you want to use.
6. Save the file.

Tagging VIP customers

1. In Shopify admin, go to Customers.
2. Open a customer record.
3. In the Tags section, add the tag used in the Liquid snippet.
4. Save the customer.

Repeat this process for all customers who should have access to the Downpay deposit.

Testing the experience

Before going live, test everything on your unpublished theme.

1. In Online Store > Themes, click Preview on your duplicated theme.
2. Test the following scenarios:

• Logged out customer. Downpay should not appear.
• Logged in customer without the tag. Downpay should not appear.
• Logged in customer with the tag. Downpay should appear and function normally.

3. Complete a test checkout to confirm the full experience works as expected.

Publishing your theme

Once testing is complete:

1. Go to Online Store > Themes.
2. On your duplicated theme, click Actions > Publish.

Updated on: 15/12/2025