How can I modify order confirmation emails for prepayment orders?

Shopify Discussion

Topic summary

Goal: add bank-transfer instructions to order confirmation emails, but only for prepayment (advanced payment) orders.

Proposed approach: edit the “Order confirmation” template in Settings > Notifications and use Liquid conditionals to show the text only when the order is not paid. Suggested check: order.financial_status equals “paid” vs “pending”. Include the bank details and note shipping after payment.

Outcome: original poster confirmed the solution helped.

Follow-ups:

  • Template editor availability: another participant only sees “Edit code” (no visual editor). A screenshot was shared; whether the visual editor is available to all remains unclear.
  • Conditional issue: a participant used a condition with “Payment pending”, and the message still appeared for credit-card payments. The exact correct status string/logic was not resolved in-thread.

Key terms:

  • Liquid conditionals: templating syntax used to add logic in Shopify notification templates.
  • financial_status: indicates payment state (e.g., “paid”, “pending”).

Status: OP’s request resolved; editor availability and correct conditional for pending payments remain open.

Summarized with AI on January 14. AI used: gpt-5.
1

Hi all

Can someone help me with following:

In the order confirmation email when someone orders with prepayment, there must also be the following text:
Please transfer the total amount within 10 days to the following bank account:

xy
xy
xy
xy

As soon as we receive the payment, we will ship your package.

How can I set this?

So i want to change the order confirmation email to have certain text regarding payment terms - but only if the email contains advanced payment.

thanks

1 Like
2

To add the payment instructions to the order confirmation email for orders with prepayment, you can modify the “order confirmation” email template in your Shopify store.

Here are the steps:

  1. In your Shopify admin, go to Settings > Notifications.

  2. Under “Order notifications”, find the “Order confirmation” email and click on “Edit”.

  3. In the email template editor, scroll down to the “Order summary” section.

  4. Click on the “Add content” button and select “Text”.

  5. Enter the payment instructions text you want to include for prepayment orders, such as:

    Please transfer the total amount within 10 days to the following bank account: Account number: [insert account number] Account name: [insert account name] Bank name: [insert bank name] Swift code: [insert Swift code] As soon as we receive the payment, we will ship your package.

  6. To ensure that the payment instructions are only shown for prepayment orders, you can use liquid conditionals to check if the order has been paid. For example:

    {% if order.financial_status == 'paid' %} <!-- do nothing if order has been paid --> {% else %} <!-- show payment instructions for prepayment orders --> Please transfer the total amount within 10 days to the following bank account: Account number: [insert account number] Account name: [insert account name] Bank name: [insert bank name] Swift code: [insert Swift code] As soon as we receive the payment, we will ship your package. {% endif %}

  7. Save the changes to the email template.

Note that liquid conditionals are used to check the order’s “financial_status” property, which will be “paid” for orders that have been paid and “pending” for prepayment orders. You can adjust the conditional logic to match your specific use case if needed.

1 Like
3

Thank you very much Mics!

This helped me a lot

4

Hi Mics,

is this feature available to everyone? When I want to edit the template, I do not get the template editor, I can only Edit code.

pavelDM_0-1697719371039.png
pavelDM_0-1697719371039.png1025×105 5.33 KB

Thanks in advance

5

Hi
I tried this using ‘Payment pending’ but the text also show when I use credit cart.

I used this code:

{% if order.financial_status == ‘Payment pending’ %} {% else %} My Payment instructions{% endif %}

What Am I doing wrong?