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STEP 2 extra

Additional setup for trial prepayments

View as Markdownllms.txt

If you charge a trial prepayment, you need an additional Shopify Flow.

When a trial item is sent back, Shopify creates a return and treats the prepayment as refundable too. This Flow therefore adds the prepayment to the order as a custom item, so that it is counted as an amount that has been paid and does not need to be refunded.

  1. Creating the Flow (importing the file)
  2. Checking that the Flow works

1. Creating the Flow (importing the file)

Instead of building this Flow by hand, you can create it by importing a Flow file.

  1. Download the Flow file

  2. In the Shopify Flow workflow list, choose Import and load the .flow file you downloaded

  3. Click the edit button on the imported Flow

  4. Open the Condition and replace the Selling Plan ID with your own ID

    The Flow editor. The Condition under Order paid is outlined in red: Selling plan selling plan id contains gid://shopify/SellingPlan/replace this with your own ID, AND Tags equals 前払金追加済み (prepayment added).

    ※If you do not know your Selling Plan ID, contact your account manager

  5. Open Send Admin API request (1) and change the prepayment amount (amount) and currency (currencyCode) to the values you set in Trial policy settings

    Always check the amount, currency, and quantity

    The Flow file ships with default values (3000 / JPY). Change them to your own prepayment amount and currency.

    This Flow also adds the prepayment quantity times for each returned line. If you set a fixed amount in your trial policy, fix quantity to 1 in Send Admin API request (1) so that it is added only once per order. If you use a percentage, a fixed amount cannot express the correct prepayment, so please consult your account manager.

    The Send Admin API request (1) action (which runs orderEditAddCustomItem), opened. In the mutation input JSON, the amount value (3000 by default) is outlined in red.

2. Checking that the Flow works

  1. Place a test trial order

  2. Submit a return request and choose "Return" as the preferred resolution

  3. Open the order in order management and click Capture payment

    The Recustomer order detail screen. The Capture payment button below Authorized in the transaction details is outlined in red.

  4. Check that Shopify Flow runs and adds a "前払金" (prepayment) custom item to the original order

    Before the Flow runs: the prepayment is treated as refundable and the order shows that a refund is due to the customer

    The Shopify order screen before the Flow runs. A banner says that a refund of ¥3,000 is due to the customer because the order was edited.

    After the Flow runs: a "前払金" (prepayment) custom item is added to the order and the refund notice disappears

    The Shopify order screen after the Flow runs. A custom item, 前払金 (prepayment) ¥3,000 × 1, has been added to the unfulfilled section and is outlined in red.

© Recustomer, Inc.