Goal: automate payment reminder emails in Shopify Flow without manually setting due dates on orders.
Attempts and issues:
Tried setting a due date via the “order created” trigger; no Flow action exists to set due dates.
Tried “Send Payment Reminder” after a wait on “order created”; fails because orders lack due dates/payment schedules.
Suggestions explored:
Add a default “Invoice Due Date” via a hidden cart attribute (Sufio article); not confirmed to work within Flow reminders.
Iterate order.paymentTerms.paymentSchedules in Flow to detect overdue and send reminders; list was empty for the merchant.
Key clarification:
Payment Terms/Payment Schedules are part of Shopify’s B2B feature (define due dates and schedules). “Send Payment Reminder” requires a Payment Schedule. You must first create it via the Admin GraphQL PaymentTerms API, callable from Flow using Send HTTP Request.
Latest update and outcome:
OP could not get the HTTP request working and reverted to a manual process to enter payment terms. Another user asked if a solution was found; none implemented yet.
Status: unresolved/ongoing.
Next steps suggested:
Confirm B2B Payment Terms usage and implement API creation of schedules via Flow.
Evaluate third-party/cart-attribute approach for setting default due dates if API route is unsuitable.
I would like to implement a workflow and am encountering problems.
The aim of the workflow is to automate the payment reminder process. I have already found a flow in the flow library that implements something like this. Unfortunately, the problem here is that I still have to manually add a due date to the order:
You may be able to handle this use case using the order.paymentTerms.paymentSchedules list (show below) and iterating through the payment schedules to test if it should have a reminder send and then send the reminder.
Please enlighten me so that I understand this correctly.
The workflow is started by a new order. Then I wait 7 days. The payment schedules are read out by the for_each.
In the next step I check if it is a specific payment method, if the order is fully paid and if there is an overdue.
If I understand it correctly, all orders would run through this workflow up to this query and my query would then only give a payment reminder to the orders that I have filtered through the query.
Payment terms is used to make payment schedules, which is a feature of the B2B product. Do you use that? Or do you use some other system?
Reading through the above thread, it seems like your are trying to reproduce the B2B payment terms feature through Flow. In order for “Send Payment Reminder” to work, it needs a Payment Schedule. So you need to first create that payment schedule for an order.
