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.

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.

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

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.

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

Edit the heading and body text as needed.

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.

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

Find the below script and delete it from the box.

<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. When a customer cancels an order, their payment method on file is also removed.

To enable this feature:

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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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

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