Send payment reminder

The Send payment reminder action sends a payment reminder to the main contact for a B2B company, based on a payment schedule.

Note

Payment reminders and payment schedules require access to Payment Terms, which requires the Shopify Plus plan.

Fields

The Send payment reminder action has a hidden field added to it by the trigger. This field, Payment Schedule ID, identifies the payment schedule to send a payment reminder for. The Payment Schedule ID is set by default and can't be changed.

Triggers

The Send payment reminder action can be used in workflows that start with the following triggers:

• Payment schedule is due

Examples

In this example workflow, a payment reminder is sent for the payment schedule that is due.

Common issues

Conflict with payment reminders sent from your Admin

Payment reminders can also be set up in your Admin. Be sure to check that your payment reminders aren't duplicated in Flow.

Trying to send payment reminders before a payment is due

Payment terms such as Net 30 and Due on fulfillment only occur after the order is created or fulfilled. This means that you cannot send a payment reminder before the order is created or fulfilled.

Cannot change the recipient of the payment reminder

Payment reminders are sent to the main contact for the B2B company. You must change the main contact in order to send the payment reminder to a different contact.

API details

To learn more, review sending a payment reminder.