Automating Manual Payments in Shopify (Bank Deposit)

Highlighted
Tourist
6 0 1

Hi! (I don't really know where to place this topic, but I think marketing is closest since I'm looking for a marketing app that has specific functionality)

 

To target less expensive countries, I've started accepting bank deposit on my Shopify store.

The problem is that I'll have to manually remind the customer to make a bank transfer.

This is what I'm looking for, divided in a basic plan and advanced plan.

 

Current Workflow:

Customer selects Bank Deposit during checkout and sees bank details > I need to manually send reminders via e-mail and check my bank account for any deposits > manually cancel the order if no payment was received after 7 days.

 

Basic Workflow:

Customer selects Bank Deposit during checkout > e-mailing software sends automatic e-mails to customer as a reminder (my current marketing app, Klaviyo, doesn't support this) and I manually check my bank account for any deposits > automatically cancel the order if no payment was received after 7 days.

 

Advanced Workflow (not necessary if it can't be done via existing ways)

Customer selects Bank Deposit during checkout > e-mailing software sends automatic e-mails to customer as a reminder with a special code to put in the comment of the bank transfer > payment gateway registers the code when a deposit is received and automatically marks the order as paid, > automatically cancel the order if no payment was received after 7 days.

 

Budget: $40 for one installment or <$15/month

Any suggestions?

1 Like
Highlighted
Tourist
6 0 1
Edit: I found some solutions that I will test out and see what works for me:
  • Website automation with Arigato, Mechanic or Shop Workflow automation
  • e-mail marketing app Jilt
0 Likes
Highlighted
Excursionist
29 0 14

Hi @bonifan88 

I'm having the same problem when clients select bank deposits.

Did you find any real solution?

Will really appreciate your feedback.

Thank you

1 Like
Highlighted
New Member
2 0 2

Hello there,

same here. I've been searching for a solution for quite a while but it seems I'm missing something.

To me this looks like an absolutely basic piece of functionality when offering "bank wire" as a payment. I use the same workaround as described above and it is really painful and a waste of resources. 

 

1 Like
Highlighted
Tourist
8 0 7

I think I have the right thing for you! Take a look at this nice plugin "Kindly - Payment Reminder":

https://apps.shopify.com/payment-reminder-2

It covers all you are looking for and has a fair pricing plan!

 

There is even a free plan up to 3 not instantly paid orders per month.

2 Likes
Highlighted
Excursionist
29 0 14

Hi @IT-Welt24 

Yes after lots of hard work I figured it out. 

This is how my Html looks likes, and know when a costumer selects different kind of payments they get a specific email. 

Hope this works for you.

{% capture email_title %}¡Gracias por tu compra! {% endcapture %}

{% capture email_body %}

  {% if requires_shipping %}

  {% case delivery_method %}

     {% when 'pick-up' %}

        Recibirás un correo electrónico cuando tu pedido esté listo para ser retirado.

      {% when 'local' %}

        Hola {{ customer.first_name }}, estamos preparando tu pedido para la entrega.

      {% else %}

        Hola {{ customer.first_name }}, tu orden ha sido recibida.

{% for transaction in transactions %}

{% if transaction.gateway_display_name == "Bank deposit" %}

 

Puedes continuar con tu pago, depositando a la cuenta corriente del Banco Credomatic número: 200257012 a nombre de Gorco LTD. Al finalizar por favor envíanos confirmación de pago al correo: servicioalcliente@gltda.com.

 

{% endif %}

{% endfor %}

{% for transaction in transactions %}

{% if transaction.gateway_display_name == "Cash on delivery (cod)" %}

 

Recibirás un correo electrónico cuando tu pedido sea enviado.

 

{% endif %}

{% endfor %}

 

 

 

    {% endcase %}

      {% if delivery_instructions != blank  %}

        <p><b>Información de entrega:</b> {{ delivery_instructions }}</p>

      {% endif %}

  {% endif %}

{% endcapture %}

1 Like
Highlighted
New Member
1 0 0

yes me too

0 Likes
Highlighted
New Member
2 0 2

Hey mate

 

fantastic! I'll take a look at it but never the less thanks for sharing this information. 

This really is such a basic piece of functionality, I'm seriously confused how this can not be natively integrated in Shopify.

anyhow...

1 Like
Highlighted
Tourist
8 0 7

Hey @IT-Welt24,

 

You're very welcome! Yeah, we thought so too so we decided to create "Kindly - Payment Reminder". 

Hope you are happy with its functionality. If you have anything you want to know or want to say you can easily contact us here or through our contact form on payment-reminder.com/contact-us. 

Maybe you miss a function or you need some help. Whatever it is just get in touch We are extremely happy to help out!

 

Have a nice day!

 

Best regards,

Raphael

0 Likes