Automating Manual Payments in Shopify (Bank Deposit)

[bonifan88]

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?

[bonifan88]

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

[LaseMakers]

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

[IT-Welt24]

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. 

[RaphaelStolz]

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

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

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.

[LaseMakers]

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 %}

[IT-Welt24]

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...

[RaphaelStolz]

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

[LOOK_BOY_2018]

yes me too

[hupovoy]

Hi,

I have the same problem and try to solve it by Stripe. Did you solve it?

[RaphaelStolz]

Please notice:

We changed our app's URL to https://apps.shopify.com/kindly-payment-reminder.

Best wishes,

Raphael from Kindly

[Mihail_Shamrin]

I would add the free REACT FLOW app

[RaphaelStolz]

Hey @bonifan88, 👋😊

Raphael from Kindly - Payment Reminder here.

🙂

We have now released Kindly 2.0 and I wanted to introduce you to some cool new features which could be interesting to you and a lot of other Shop Owners who offer offline payments.

The only part of your wishes we don't cover yet is the automatic checking for payments in your bank account. 

Except this, we offer:

- Auto-& Manual mode: Remind unpaid orders

- Customize the reminder schedule

- Auto-Cancel orders which are still pending after recovering (restocking products)

- Email Template Editor (no coding needed)

- Report: Recovered revenue & orders

Hope you enjoy Kindly. Feel welcome to hit me up with your questions, worries, or feature requests!

Wish you a wonderful day, 💐💐

Raphael

PS: See screenshots attached