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With the Pay by Invoice capabilities in Firmhouse, merchants can offer a “Pay by Invoice” payment method for their subscriptions. With this method enabled it means that upon subscription billing date, Firmhouse generates an open invoice and order. The merchant can then put that invoice in the box of the delivery to make sure that the customer can pay “outside” of an online payment system. Pay by Invoice can be configured to work:
  • Via Shopify Checkout. Useful in markets or industries where Pay by Invoice is more popular or where certain local recurring payment options are not available (e.g. Germany or older age segments).
  • When manually creating subscriptions via Firmhouse Portal. Typically useful for phone or physical “on the street” sales.

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Requirements and caveats

  • Works with Shopify Checkout if a custom payment method is added to the Shopify store and when SEPA workaround is enabled and with SEPA plans in the cart.
  • Works with manually creating subscriptions via Firmhouse Portal.
  • Doesn’t work with Firmhouse Checkout.

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Set up “Pay by Invoice” manual payment method in Shopify stores

To start offering Pay by Invoice on Shopify Checkout, you need to create a manual payment method in Shopify called “Pay by Invoice”. Do this in Shopify under Settings > Payments > Manual payment methods. When this payment method is created, it will show up in Shopify Checkout if the Checkout is set to local payment method mode. For regular one time purchase checkouts (no subscription products in the cart) the Pay by Invoice payment method will be automatically hidden. To support Pay by Invoice subscription payments the Checkout needs to be in “local payment methods” mode. This can be done by using the Firmhouse Checkout Injector App embed or on Shopify Plus with the Firmhouse Local Payment Methods Checkout extension (see more about setting up local payment methods in Shopify).

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Use “Pay by Invoice” as payment method for manually created subscriptions

Pay by Invoice as payment method can also be set without the customer having to go through Shopify Checkout in the manual Create subscription feature in the Firmhouse Portal. This is useful for example when doing phone sales or sales on the street when people are not on their browsers making an on-session payment. But instead are created by the merchant themselves so that the merchant can accept customers and those customers will then pay for their invoice every time they get their delivery. To start using this, you can click Create subscription from the Customers overview in the Firmhouse Portal. And then choose Pay by invoice in the dropdown in the Payment details section. Choosing Automatically determined means that Firmhouse will attempt to charge whatever automatic recurring payment method is set on the customer at the moment of billing.

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Mark Shopify orders as paid or payment pending

You can configure if Firmhouse should automatically mark Shopify orders as paid immediately upon billing moment. Or if you want to manually mark them as paid later. By default Firmhouse will not mark these orders immediately as paid so that you can mark them as paid via your own invoicing and money collection methods. You can change this behaviour in Apps > Shopify > Pay by Invoice > Mark orders as paid immediately.