Automate Pre-Order Installment Invoice Delivery

Manually tracking pre-order installment due dates and sending individual invoices is time-consuming and highly prone to error, especially with many orders. This leads to missed payments, delayed revenue, and a poor customer experience as buyers might forget upcoming deadlines or not receive timely reminders, straining your cash flow.

This Shopify Flow automation eliminates manual tracking by triggering when a `Payment schedule is due`. It ensures an invoice is sent only for `non-receipt installments` that `haven't been completed`, directly using the `Send order invoice` action to notify customers promptly for their outstanding pre-order amounts.

• Offering high-value pre-order items with flexible payment plans.
• Managing a large volume of pre-orders with staggered installment schedules.
• Reducing manual admin work associated with payment collections and reminders.

1. 1

   Select the `Payment schedule is due` trigger.

2. 2

   Add a `Condition` to check if `Payment terms payment terms type` is `not equal to RECEIPT` AND `Payment schedule completed at` `does not exist`.

3. 3

   Add the `Send order invoice` action to send the payment request.

How does this differ from a standard order confirmation email?

Standard confirmations are sent at the initial purchase. This Flow specifically sends an invoice for a *subsequent* payment installment due, ensuring the customer is prompted for the next scheduled payment, not the initial deposit.

Can I customize the invoice email sent by this Flow?

Yes, the 'Send order invoice' action typically uses your store's default invoice template. You can customize this template within your Shopify admin under Settings > Notifications > Order Invoice to match your brand and include specific instructions.

What happens if a customer doesn't pay after receiving this invoice?

This Flow only sends the invoice. For non-payment, you might consider building a complementary Flow to send payment reminders or notify staff if a payment remains unpaid for a certain period after this invoice is sent.

Does this Flow handle payment collection automatically?

No, this Flow focuses solely on *sending the invoice* to notify the customer of an upcoming or due payment. Customers will still need to complete the payment manually via the provided link in the invoice or through other arrangements you've set up.

• Shopify Flow

  Native Shopify automation builder.

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