Shopify payment methods

How it works

Offline payment methods, such as Pay by Invoice and Pay on Account, let you review an order before you process it. Once you turn one on for a customer group, its customers see it in the Payment Method step of the SparkLayer checkout, next to options such as Pay Online by Card. When they choose it, they see a confirmation such as "We'll be in touch after you place your order to arrange payment details."

When a customer chooses Pay Online by Card, they go to the Shopify checkout instead and pay there. The order arrives as a completed order. For every option, see the payment methods guide, or follow each method step by step in the interactive guide How payments work.

Review a draft order

Orders placed with an offline method, and orders placed as a quote, arrive in Shopify as draft orders by default. Review each one before you send an invoice.

1. In your Shopify admin, go to Orders,Drafts (opens in your Shopify admin in a new tab)Opens in your Shopify adminTakes you straight to Orders › Drafts to do this now. Opens in a new tab. and open the order.
2. Check the products, quantities and prices. The customer's details are on the right.
3. Edit the order if you need to, as you would any Shopify draft order.

Send an invoice from a draft order

When the order looks right, send the customer a Shopify invoice so they can pay online.

1. Open the draft order in your Shopify admin.
2. Under the order totals, click Send invoice. Shopify emails the customer, who can review the order and pay online.

When the customer pays, the order is marked as paid and appears in your Shopify Orders.

To change the email, go to Settings,Notifications (opens in your Shopify admin in a new tab)Opens in your Shopify adminTakes you straight to Settings › Notifications to do this now. Opens in a new tab. in your Shopify admin and open the Draft order invoice template.

For other ways to manage invoicing, see Credit limits and net terms.

Hide payment methods in the checkout

When B2B customers choose Pay Online by Card, they go to the Shopify checkout. There they see every payment method you've set up in Shopify, such as credit card, PayPal or cash on delivery. See Shopify's guide to payment methods (opens in a new tab).

To show B2B customers only some of these, use a Shopify app that can hide payment methods conditionally:

1. In the Shopify App Store, search for apps that hide payment methods, such as ETP Hide and Sort Payment Methods (opens in a new tab).
2. In the app, add a rule that applies when the customer has the tag b2b.
3. Choose the payment methods to hide for those customers, for example PayPal and Cash on Delivery (COD).

You can only hide the Credit card method if your store is on Shopify Plus, because of limits in Shopify's Payment Customization API.