Setup Tutorial

This walkthrough covers the recommended merchant flow from installation to storefront setup, customer acceptance, and plan management.

WorkflowsDeposits, installments, terms

CollectionShopify invoice and portal flows

CoverageSetup, compliance, support, updates

Step 1: Enable the product-page widget

Install the app in Shopify admin.
Open the Dashboard or Settings page inside FlexiPay Rules.
Use the widget enable action to open Shopify Theme Editor.
Turn on the app embed or widget block, save the theme, and return to the app.

Step 2: Create a payment rule

Quick setup

Pick a quick plan such as a deposit, a two-step payment, or a three-part payment. The app fills the matching structure automatically so the merchant starts from a sensible default.

Advanced setup

Edit the rule name, deposit amount, due timing, schedule, fulfillment policy, terms text, and scope assignment when a product needs a custom structure.

Step 3: Assign products and publish

Assign the rule globally or target a collection, product, or variant based on the merchant plan.
Review the plan preview before saving.
Open the storefront product page and confirm that the widget shows pay-now, remaining amount, schedule, and terms.

Step 4: Collect balances and manage plans

Create the first invoice or payment link through the app workflow.
Use the Plans page to review active schedules, unpaid phases, and overdue balances.
Send reminders, mark manual payments, or reschedule installments on supported plans.
Open the customer portal to review accepted terms and next-payment details.

Step 5: Handle support and operations

Merchants can create tickets from the in-app Support page.
The developer support desk lets your team review, reply, and track ticket status.
Use the changelog and documentation pages to keep merchants informed about updates and known workflows.