At a high level, the integration with Shopify works by having a checkout button on your website. The checkout button contains information about the customer's cart or product being purchased, and when the customer completes checkout through the order will be automatically created in Shopify. As payment plan payments are made,the will update the Shopify order balance accordingly until the order is fully paid.

Shopify settings

After you've connected your shopify account there are a few settings which can control how creates the order in Shopify, which you should review. From the merchant portal, click the Settings link, then integrations. From there you can click the Shopify settings link.

Order Tags enter a value here to automatically tag orders created by You can apply multiple tags by separating them with commas.

Inventory Behavior controls how Shopify will handle the inventory for orders created by

  • Do not claim inventory the Shopify order will always be created, regardless of product inventory in stock, and inventory levels will not be deducted
  • Ignore the product's inventory policy and claim amounts no matter what the Shopify order will always be created, regardless of product inventory in stock, and inventory levels will be deducted
  • Obey the product's inventory policy the Shopify order will not be created if there is insufficient product inventory in stock for any products in the order, and inventory levels will be deducted after a successful order

All taxes are included in my prices check this box if taxes are included in your product prices. Shopify will automatically add taxes to orders created by

Send Shopify order confirmation check this box to have Shopify send an order confirmation to the customer

Send me an email when payment plans fail to submit to Shopify check this box to have send you a notification in the event that an order fails to submit to Shopify

Checkout settings

You can also configure various options for how the checkout functions, by clicking on Settings then checkout anywhere in the merchant portal. If the products you are selling require shipping, be sure to check the Require customer shipping addresses checkbox, otherwise Shopify order creation may fail if your shop is set to require shipping addresses. To configure shipping zones and shipping rates, see our shipping settings article.

Adding the checkout button

Adding to your Shopify shop involves copying and pasting a snippet of code to which will embed the checkout button on your site. The checkout button is linked to an offer which determines the payment plan terms available to your customers. See our offers section for more details on how to create offers.

To add a checkout button to your shop, navigate to the Offers section in the merchant portal, then click the integration tool link next to the offer you would like to use.
This will then take you to the integration page where you can configure various options for the checkout button, and automatically generate a piece of code to copy and paste into your shop's template.
Select "With a button on my Shopify cart" from the first dropdown menu. If you want a minimum value for payment plans to be available, select the check box and enter a value. Next, you can select a button design. The HTML code in the box will be the code to copy and paste onto your Shopify site.

To edit your shopping cart template, go to your shopify admin, online store > themes > edit html/css. Click on the cart.liquid template, locate where in the template you want the button to appear, then copy paste the code from the integration tool.

For more details on configuring the checkout button, see our checkout button support article.