Workflow for payment reminders without due dates

Shopify Plus

Topic summary

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.
Summarized with AI on January 2. AI used: gpt-5.
3

Hi Lukas2019,

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.

DaveMcV_1-1708624547808.png
DaveMcV_1-1708624547808.png693×260 14.3 KB

Hope that helps!