Send a payment request

Customizing the Payment Request default template

Updated 2 months ago

Cleverific's payment request template is used for payment requests sent for both new orders and edited orders. The template includes key new data for the payment request, including:

  • The updated line items in the order

  • The amount that has already been paid

  • The outstanding amount to be paid

  • A Pay Now link that customers can use to pay the payment request

Customizing the email template

The Payment Request Email template can be customized using standard liquid tags in Cleverific's Email Template settings section. Please see Editing an email notification template for more information.

Note: While all standard liquid tags are supported, not all Shopify-specific ones are. For example, Shopify does not make any of the following tags available to Cleverific's liquid templates processing:

  • shopify_asset_url

  • shop.email_logo_width

  • shop.email_logo_url

  • shop.email_accent_color

  • and others.

Changing the custom message

  1. Navigate to Apps > Cleverific.

  2. In the nav menu, click Settings.

  1. Select Email Templates in the side menu.

  1. Click Payment request default template to open the template.

  1. Navigate to the Body section.

  2. Perform a search in this Body section with CTRL + F (Windows) or Command + F (Mac), and enter {{ custom_message }}

  1. Remove {{ custom_message }} and enter the wording of your choice between <p> and </p> instead.

To include the order number, such as "You have an outstanding amount due on Order #1001", you'll have to enter "Order {{ order_name }}" in your wording.

For example: Hello! You have an outstanding amount due on Order {{ order_name }}.

  1. Click Save in the top bar.

Adding line item properties to your template

  1. Open an order in Shopify and click More Actions > Edit Order, or start a new order or draft order via Cleverific.

  2. In the editor header, click the wheel icon in the upper right corner.

  3. Select Email Templates from the dropdown menu.

  1. Click "Payment request default template" to open the template.

  1. Navigate to the Body section.

  2. Search for this snippet line in the Body.

{% if line.variant.title != 'Default Title' %}
              <span class="order-list__item-variant">{{ line.variant.title }}</span><br/>
            {% endif %}

  1. Below the snippet mentioned above, add the following snippet.

{% for p in line.properties %} 
<br/><span class="order-list__item-variant"> {{ p.name }}: {{ p.value }} </span> 
{% endfor %}

  1. Click Save in the top bar.

Note: This snippet can also be added to the "Order Updated - Default Template".

Please feel free to contact [email protected] if you would like assistance with customizing your email templates.

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