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Partially as a Manual Payment Method to Shopify Checkout

About This Option

Benefits: Partially will be located directly on Shopify checkout, allowing the full benefits of Shopify rules and checkout, including shipping, taxes, discounts, inventory management, and draft order capabilities.

Considerations:

  • This option requires a webhook handler that listens for Shopify order creations and if the Partially manual payment method was selected as the payment method. This will trigger the creation of a payment plan and email the customer a request to open the plan. We currently provide set up instructions to do this with Zapier Pro, but you can use any platform you wish.
  • The Shopify order opens while the plan is emailed to the customer.
  • The customer must open the plan from their email to complete the order — you may need to follow up if it's not opened within a certain time.
  • Restrictions on offer customizations and limitations.
  • If you wish to limit when Partially is available at checkout, payment methods can be dynamically disabled for Shopify Plus merchants. Non-Plus merchants may be able to find a third-party app for this.

Set Up Instructions

1. Creating a Manual Payment Method in Shopify

  • Log into your Shopify account.
  • Go to Settings > Payments > Manual Payment Methods.
  • Click + Manual Payment Method.
  • Select Create Customer Payment Method and fill out:
    • Custom Payment Method Name (you'll need this later)
    • Additional Details
    • Payment Instructions
  • Click Activate.

How the customer sees this info:

  • The payment method name is shown to the customer on the Shopify checkout page.
  • The additional details text is shown when they select the manual payment method.
  • The payment instructions text is shown on the order confirmation page.

It's recommended to let the customer know their order will not be complete until the payment plan is opened. They'll be emailed the plan and can also open it from their customer account at partial.ly/login under Other Payment Plans.

2. Configure in Partially

  • Log into partial.ly/login.
  • Go to Settings > Integrations > Shopify Settings.
  • In the payment method name field, enter the exact name of the payment method configured in Shopify (must match exactly, or the plan will not be created).
  • Select the offer to apply to payment plans created from Shopify (currently this cannot be dynamically changed, but improvements are being tested — reach out to support for updates).

3. Set up webhook handler

We currently provide instructions to do this with Zapier Pro, but you can use any webhook handler you wish.

First Zapier Zap: Create the Partially Plan When a Shopify Order Is Created

Create the Trigger:

  1. For the Trigger, select Shopify.
  2. For Event, select New Order.
  3. Connect/select your Shopify account.
  4. Click Continue. Test the Trigger:
  5. Click the test trigger button to pull sample orders from your Shopify shop.
  6. Select a sample order, then click Continue with selected record. Create Action:

From the event list, select Custom > Webhooks, then select Custom Request and click Continue.

Configure Custom Request:

  • Method: POST
  • URL: https://partial.ly/api/payment_plan/from_shopify (or https://demo.partial.ly/api/payment_plan/from_shopify if testing on the demo server)
  • Data Pass-Through?: True
  • Data: leave empty
  • Unflatten: No
  • Basic Auth: leave empty
  • Headers:
    • Box 1: Accept → application/json
    • Box 2: Content-Type → application/json
    • Box 3: Authorization → Bearer followed by your Partial.ly API key (must be "Bearer" then a space, then the key). Find your API key under Settings > General > API Key. Click Continue to go to the test step. You can only test if you've created a payment plan within your Partial.ly account — otherwise, skip the test. Click Publish to complete the step.

Second Zapier Zap: Mark the Shopify Order as Paid

This option only works if the order was created with financial status "pending" or "authorized." Confirm your prior zap uses this.

Create and Test Trigger:

  1. For the Trigger, select Partial.ly.
  2. For the Event, select Payment Plan Paid.
  3. Connect/select your Partial.ly account.
  4. Click Continue and test the trigger. Action #1 — Filter for Shopify:
  • Choose field: Integration field
  • Choose condition: (Text) Exactly matches
  • Enter text: shopify Action #2 — Get Shopify Order ID:
  1. Select Shopify.
  2. For Event, select Get Order ID.
  3. Connect/select your Shopify account.
  4. For Order ID, select Integration Id from the Partial.ly webhook data. Action #3 — Filter for Financial Status:
  • Choose field: Display Financial Status (from Shopify)
  • Choose condition: (Text) Exactly matches
  • Enter text: the status you assigned to Shopify orders opened with Partial.ly (pending or authorized) Action #4 — Mark Order As Paid:
  1. Select Shopify.
  2. For Event, select Mark Order as Paid.
  3. Connect/select your Shopify account.
  4. For Order, select Custom, then map to the Integration ID from the Partial.ly webhook. Publish: Click Continue, skip the test if needed, then click Publish to activate the zap.