FlexiPay RulesFlexiPay RulesDeposits & Installments for ShopifyPublic documentation, policies, tutorials, and support guidance.
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Merchant documentation

Additional App Documentation

These notes help merchants, reviewers, and implementation teams understand how FlexiPay Rules integrates with Shopify and how the app is intended to be operated.

WorkflowsDeposits, installments, terms
CollectionShopify invoice and portal flows
CoverageSetup, compliance, support, updates

Core integration model

Storefront

  • Theme app extension for product-page widget and app embed activation.
  • Customer-facing rule, schedule, and terms display on the online store.
  • App proxy support for storefront-side requests where needed.

Admin workflows

  • Embedded Shopify admin app built with Remix, App Bridge, and Polaris.
  • Rule management, terms templates, settings, support tickets, and payment plan operations.
  • Managed pricing plan sync for Free, Starter, Growth, and Pro feature access.

Payment collection

  • Initial and follow-up collection flows are designed around Shopify invoices and internal plan tracking.
  • Merchants can create draft-order invoice style payment requests for remaining balances.
  • Manual payment marking is available for eligible workflows and records plan history.

Permissions and data access

  • The app requests only the Shopify scopes required for products and draft-order payment workflows used by the current release.
  • Protected customer data access should be requested only for the fields genuinely needed for payment plan communication, support, and portal access.
  • Required Shopify compliance webhooks are supported for customer data requests and redaction flows.

Managed pricing plans

Free

All quick plan presets, 1 active rule, guided custom setup with a compact phase limit, Shopify invoice reservation flow, and FlexiPay widget branding.

Starter

All quick plan presets, unlimited product rules, reusable terms templates, guided custom setup with a 2-phase limit, and storefront branding removal.

Growth

All quick plan presets, variant and collection scope support, reminders, customer plan choice, custom widget branding, and guided custom setup with a 3-phase limit.

Pro

Unlimited custom advanced scheduling, manual approval flows, reports and exports, installment rescheduling tools, and the broadest operational controls.

Support and operations

  • Merchants can create tickets inside the embedded Support page.
  • Teams can manage merchant conversations through the developer support desk protected by a private access key.
  • Public documentation pages are intended to support onboarding, app review, and merchant self-service.

Operational notes

Recommended launch path

Start with a test store, enable the widget in Theme Editor, create one or two payment rules, then run a full invoice and portal walkthrough before launch.

Email delivery

Reminder and payment confirmation emails depend on a configured transactional email provider. Production stores should verify SPF and DKIM before launch.

Review and compliance

Shopify compliance webhooks, embedded app behavior, and public support and policy documentation are included to support App Store review requirements.