Posting Payment from Acumatica to Shopify for B2B customers

What percent of the sale does Shopify take when not using their credit card processing service?

​@JSpikowski not sure but the client generally pays ACH or check for those B2B shopify orders.  Those B2B customers do not pay through Shopify.

That's the rub with Shopify. They make their money doing the CC processing and charge a minimal subscription fee. That changes if you are handling the payment.

On the Basic plan, this additional transaction fee can be up to 2.0%, while on higher-tier plans, it is lower, such as 0.5% for the Advanced Plan. 

Hi ​@nshah90:

We currently do not have a way to update financial status in Shopify from Acumatica. The payments can only be imported into ERP from Shopify.
We are currently investigating ways to mark orders as paid in Shopify.

A question:

Does the customer always pay for their orders in full or can there also be partial payments in ERP?  
 

If i remember you can’t push payment info out to Shopify. ​​​​​​​

You might be able to setup some sort of an attribute that captures payment then sync the order after payment is applied and have a shopify Flow rule to fulfill payment based on a tag…   terrible solution...but it’s the only thing I can think of off the top of my head without a customization. 

Hello ​@nshah90 

We can do this as a customization. Shopify allows for the required API to achieve it. Please let me know if you would like to discuss.  Happy to help here.  

Regards

Sai 

​@kkeating24 , do you know if something like this might work?

​@kkeating24 , do you know if something like this might work?

 

I thought about that, but if a sales order is completed, it doesn’t always mean it’s paid.   It could have been shipped and invoiced and that ‘completes’ it...but the invoice could still be open. 

​@Yuri Karpenko  - did try this though and it didn’t work - is ‘Paid’ the right status for shopify to update payment records?

looks like it might be: 

Shopify's financial status values, referring to order payment statuses, include paid, pending, authorized, partially_paid, partially_refunded, refunded, and voided. These statuses track the payment lifecycle for each order, helping merchants manage and export order data based on their payment progress, as shown in the example of using the financial_status parameter in a Shopify API URL. 

​@kkeating24 , I’m pretty sure ‘paid’ is the right status. I can test it but later tonight. in your screenshot, I see the direction of the sync is Import. Maybe, that’s the issue? Also, I don’t know if UnpaidBalance is accessible for the formula. To test the sync process, try to simply hard-code ‘paid’ into the ERP Field / Value column, and then we can figure out the formula, if it works. If the ‘paid’ works, then try with ‘pending’ second - will it change it back to “Awaiting payment”? If so, we might have a good solution for ​@nshah90 

i tried bi-directional as well and that did not work. Used this logic:

Thank you ​@kkeating24  and ​@Yuri Karpenko, great suggestions here but unfortunately does not work in this case.  Appears a customization will be necessary?

Hey Yuri, 

Yes, lets pick this up as it is necessary for our customer.