Add Partially as a Manual Payment Method to Shopify Checkout

Add Partially as a manual payment option to your Shopify checkout page

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 (would need a zap).

Considerations:

• 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).