How to Set Up Pay Later

The Pay Later feature allows patients to complete checkout without being charged immediately. Instead of paying upfront, the system saves their payment method securely for a later charge.

This is particularly useful for workflows where a patient should be charged only after they are approved for treatment.

This guide covers the two required steps to set this up: enabling the Pay Later option in the Store Manager and creating the automation to charge the patient later.

Step 1: Enable Pay Later in Promotions

To start, you need to configure a Promotion that activates this feature on the checkout page.

  1. Log in to the CRM Portal.

  2. Navigate to Store Manager > Promotions.

  3. Click Create Promotion (or edit an existing one).

  4. Locate the Pay Later section within the promotion settings and mark the checkbox to enable it.

  5. Save or Create the promotion.

Once active, patients will see a ‘Due today: $0.00’ total in their order summary. Patients will still need to enter their payment details, but the checkout button will read "Pay $0.00 Now" to indicate they are authorizing a future charge.

Step 2: Automate the Charge via Workflows

Since the patient was not charged at checkout, you must set up a Workflow to process the payment automatically.

How does the workflow work?

When the order moves to Awaiting Fulfillment (meaning the doctor approved it), the workflow checks if the payment was delayed. If it matches, the system uses the Charge Order action to capture the authorized funds instantly.

  1. Access your CRM, and navigate to Admin > Workflows.

  2. Click Create Flow.

  3. Set the Trigger as Order.awaiting_fulfillment. This ensures the workflow starts exactly when the prescription is created.

  4. Add a Condition (Safety Check) step to ensure you only charge Pay Later orders. Paste the following JSON code into the condition box: {"payment.status":"delayed_capture"}and click Save (within the step). This condition prevents the system from double-charging standard orders that were paid upfront.

  5. Add a CRM Action to charge the patient and configure it as follows:

    1. CRM Resource: Select Orders.

    2. Action: Select Charge Order.

    3. Order ID: Enter {{id}}

    4. Customer ID: Enter {{customer._id}}

  6. Save the step configuration, and then Save the workflow.

Next Steps