Add Partial.ly as a Manual Payment Method to Shopify Checkout

Partial.ly will be located directly on Shopify checkout, allowing the full benefits of Shopify rules and checkout, including:

• Shipping
• Taxes
• Discounts
• Inventory Management
• Draft order capabilities (would need to create a zap)

• The Shopify order is opened 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 with them if it is not opened in a certain amount of time.
• Restrictions on offer customizations and limitations.
• If you wish to limit when Partial.ly is available at checkout, payment methods can be dynamically disabled for Shopify Plus merchants. If you are not a Shopify Plus merchant, you may be able to find a third party app that can do this.

* If this option does not work for you, please check out our other integration option: Adding the Partial.ly checkout button to your product pages and/or cart page

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• Log into your Shopify account at https://www.shopify.com/store-login
• Go to Settings > Payments > Manual Payment Methods.
• Click + Manual Payment Method.
• Select Create Customer Payment Method and fill out the following:
  • Custom Payment Method Name (You will need this later.)
  • Additional Details
  • Payment Instructions
• Click Activate

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How the Customer Sees This Info:

• The payment method name will be shown to the customer on the Shopify checkout page.
• The additional details text will be shown when they select the manual payment method.

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• The payment instructions text will be show on the order confirmation page:

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

* New? Learn about setting up your account at https://support.partial.ly/shopify-faq/

• 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 you configured in Shopify (important it must be exactly the same, or else the plan will not be created).
• Select the offer to apply to payment plans created from Shopify (currently, this cannot be dynamically changed but we are testing improvements, please reach out to support for updates).

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