Can I automatically set order payment terms for orders with a set tag using Shopify Flow

Topic summary

Automatically setting order payment terms (“Within 21 days”) via Shopify Flow for orders tagged “Req_21day_Invoice”.

  • Current setup: A Flow workflow tags new orders with the payment gateway “Request Invoice - pay within 21 days” using the tag “Req_21day_Invoice”. A screenshot was shared but is not essential to the outcome.

  • Key constraint: Flow cannot edit orders, so it cannot directly change order payment terms (per Shopify staff). This limits post-creation modifications within Flow.

  • Suggestions proposed:
    • Explore the new Flow action “Send Admin API Request,” which may allow calling Shopify’s Admin API to achieve this outside native Flow order editing.
    • Use order metafields as a workaround: schedule a time-based trigger, fetch orders, filter by the tag, and update an order metafield to store desired terms (informational only, not actual payment terms).

  • Clarification: The request is for retail orders, not B2B payment terms.

  • Open questions: Whether payment terms can be set via API after order creation. One participant noted it appears only possible at creation, and is seeking confirmation.

  • Status: No confirmed solution; investigation and potential API-based approach are ongoing.

Summarized with AI on December 20. AI used: gpt-5.

Can I automatically set the order payment terms to “Within 21 days” from the date the order is placed, for orders with a specific tag “Req_21day_Invoice”, using Shopify Flow?

  • back info: I have used Shopify Flow to tag all new orders coming in with the Payment Gateway of “Request Invoice - pay within 21 days” with the tag: “Req_21day_Invoice”.

Now I would like to run an automated a Shopify Flow workflow that adds payment terms to these orders please.

Thank you
Jenna

1 Like

You might want to explore the new Send Admin API Request.

Are you referring to payment terms in b2b?

Hi there,

Shopify Flow does not support editing an order so you will not be able to change the order payment terms.

If you want to use order metafields instead, Flow can help.
You can create a workflow with a schedule time trigger , get all the orders using get order data action has a condition to match the tag and than use the update order metafield action.

1 Like

Hi Kalen, No not in b2b just the paent terms on an individual order placed by a retail customer through our online store.

1 Like

Gotcha. So it seems that it’s only possible to set payment terms when creating an order and not when updating it, which is odd since you can do it via the admin. I’m putting some feelers out to try to confirm.