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Afterpay x Shopify: Reconciliation

Reconcile Afterpay Orders from Shopify Orders export

  1. Navigate to Shopify Admin > Orders

  2. OPTIONAL: Type "afterpay" in the Orders search bar (i.e. search bar stating “Filter orders”)blob

  3. Click Export button

  4. Towards the right end of the exported table, a column named Payment ID is now available. For an Afterpay order, this column will be populated with the Merchant Reference No. from the Afterpay Merchant Portal

Shopify Export:

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Afterpay Merchant Portal:

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Search for all Afterpay Orders in Shopify

  1. Navigate to Shopify Admin > Orders

  2. Type "afterpay" in the Orders search bar (i.e. search bar stating “Filter orders”)blobblobblob

  3. Click blobto save this Afterpay order filter


Search for country-specific Afterpay Orders in Shopify

  1. Navigate to Shopify Admin > Orders

  2. Type [country] + “afterpay” in the Orders search bar (i.e. search bar stating “Filter orders”)

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Note: This is a great tool for identifying cross-border trade (XBT) orders.

Export all Afterpay Orders in Shopify

  1. Navigate to Shopify Admin > Orders

  2. Type "afterpay" in the Orders search bar (i.e. search bar stating “Filter orders”)

  3. Select All Orders & Click Export button (as seen in Screenshot below)

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  1. Choose “Selected: [x] orders

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  1. Click Export orders button


Search for a specific Afterpay Order in Shopify

  1. Navigate to Shopify Admin > Orders

  2. Type the following in the Orders search bar: receipt.payment_id:

  3. Copy the Merchant Order No. from Afterpay merchant portal and paste in search bar after receipt.payment_id:

Example:

blob

BONUS:

URL Shortcut to open orders with the receipt.payment_id: in search bar

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