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Shopify Payment Terms - Deferred Payments - Draft Orders API

Shopify Payment Terms - Deferred Payments - Draft Orders API

KBetterReports
Shopify Partner
69 0 27

Hi Shopify team,

Shopify has recently added a Payment Terms button on the order page - https://help.shopify.com/en/manual/orders/create-orders#accept-payment

KBetterReports_8-1630324504758.png

 

While creating the order, it looks like this - 

KBetterReports_7-1630324481051.png

KBetterReports_10-1630324612933.png

However, we couldn't find anything in the REST API that shows the payment due date or the payment terms. It isn't in notes either. 

Could this field be exposed in the REST API somewhere for apps to access?

A few merchants have reached out asking for these to be made available for reporting as they are frequently used.

Replies 7 (7)

KisukaKiza
Shopify Partner
38 0 34

I have a number of extremely high-value business partners waiting on this functionality. Please Shopify API Team! Please add these functions to the public API.

They already exist in graphQL but are locked behind access controls.

Please add the ability to 'send invoice' for orders not just draft orders like it currently is.

Being able to set order payment terms and send invoice via API literally opens the gate to pre-order functionality within Shopify.

GistApps
Visitor
2 0 2

Hi there!

I came across this thread searching for some information regarding this API endpoint as well, but wanted to let you know that we actually already have build a solution for B2B allowing for payment terms to be handled in an appropriate manner for B2B transactions.

Our public application is called Wholster, and has credit card vaulting capabilities, allowing for complete flexibility in partial payments, and capturing payment at a later date. This can also be used in conjunction with our presentations feature, to allow for pre-selling of products that have yet to be manufactured.

https://apps.shopify.com/wholster

Links to the appropriate documentation are below:

https://docs.wholster.com/article/payment-terms-overview/

https://docs.wholster.com/article/setting-up-presentations-prebook-your-products/

We're here to help, so should you have any questions or would like to request a demo, please feel free to email us any time at support@gist-apps.com.

 

 

eriklabbe
Shopify Staff
4 0 1

Hi. We are planning to release the ability to 'send invoice' for orders on the unstable version very soon (and stable shortly thereafter). Reach out to partner support for details on how to get early access (if you have any difficulty, just show them this post).

To learn more visit the Shopify Help Center or the Community Blog.

XBRANDONX
Shopify Partner
23 0 5

Hi Erik

I would like to be able to add payment terms programmatically to unpaid orders. The use case is to automatically assign a 'pay by' date to these orders which can be used by automations to remind customers to make payment (eg send sms 2 days before, cancel order if order = unpaid beyond pay by date)

I've found my way around Admin GraphQL and so far can do the below basic edits.

The ability to edit/update payment terms per order via OrderUpdate or even OrderEditBegin does not appear to be exposed via Admin GraphQL.
The ability to edit payment terms themselves is exposed though which doesn't seem as useful as being able to apply payment terms to orders.

Any ideas on how to achieve the above?

In other words I'd like to automate via Flow, GraphQL this process detailed in the help.

  1. From your Shopify admin, go to Orders.

  2. From the Orders page, click order number.

  3. In the Pending section, click Add payment terms.

  4. Select one of the following Payment terms:

    • To set the payment due on the day that you send the invoice, select Due on receipt.
    • To set the payment due within a time duration of an issue date, select one of the Within days options, and then enter the Issue date.
    • To set the payment due on a specific day, select Fixed date, and then enter the Due date.
  5. Click Save.




 

mutation orderUpdate {
  orderUpdate(input: {id: "gid://shopify/Order/xxxxx", note: "Unpaid Order", customAttributes: {key: "Payment Due", value: "2021/10/21"}}) {
    userErrors {
      field
      message
    }
    order { 
      note
      # Order fields
    }
  }
}

 

 

 

xdoomx_0-1633136438235.png

 

 

eriklabbe
Shopify Staff
4 0 1

Hi. Thanks for the question. Payment Terms is available via graphql for read/write/update/delete however we are only supporting read for REST APIs. Unfortunately, our team does not plan to support REST beyond read only going forward. Feel free to reach out to partner support with additional inquiries.

To learn more visit the Shopify Help Center or the Community Blog.

p4pravin
Shopify Partner
1 0 0

Is it still read only for REST API ?

 

 

Thank You

eriklabbe
Shopify Staff
4 0 1

Yes

To learn more visit the Shopify Help Center or the Community Blog.