Intro to email templates
Email templates are important for keeping customers informed about their split, shared, installment, and deposit payments.
These emails notify customers about order creation, approaching deadlines, and cancellations.
Order creation emails confirm that the payment plan has started.
Deadline reminders help prevent missed payments.
Cancellation emails keep customers updated when deadlines are not met.
Installment and deposit notifications provide clarity on payment schedules and reduce disputes.
Payment reminder email (deferred / installment payments) — automatically sent to a customer when an installment payment becomes overdue. This is the first iteration and applies to deferred (installment) payments only.
Access to email templates by navigating to SPD Split Payment & Deposit from your Shopify dashboard → Email templates:
Types of Email Templates
In the Email templates section, you’ll find templates for:
Multiple (split) payment email templates
Order has been created
Deadline is approaching
Payment is canceled
Shared payment email templates
Order has been created
Deadline is approaching
Payment is canceled
Installment payment email templates
Installment payment invoice notification
Each of these templates can be edited.
How to customize email templates texts?
Go to Split Payment → Email templates
Choose the template you want to edit.
Update the email subject and email body.
You can use placeholders like
[deadline]or[checkout_links]to automatically insert payment details.
Payment reminder emails for deferred payments
To enable reminders, open the deferred payment option you want to configure and check Send payment reminder when payment is overdue in the Payment reminder section.
Edit the subject line and body from Settings → Notifications → Deferred payments → Payment reminder. Two variables personalize the message:
[N]— number of days the payment is overdue[deadline]— the original payment deadline
You can also set the date format for [deadline] (e.g. Day-Month-Year) from the Notifications settings page — applied consistently across all notification templates.
Use Send test email to preview the reminder before it goes live, and Customize draft order invoice to adjust the invoice attached to the email.
How to customize draft order invoice?
When you click Customize draft order invoice, a new page opens.
Here, you can edit the default Shopify draft order invoice using HTML and Liquid variables.
Liquid variables allow you to insert dynamic content such as:
{{name}}→ customer name{{date_at_time}}→ formatted due date{{reserve_inventory_until}}→ reserved inventory expiration
Variables
Variables make your emails dynamic by inserting live order details.
[deadline] – Shows the split order deadline.
[checkout_links] – Adds payment checkout links.
[N] — number of days a deferred payment is overdue (payment reminder emails)
You can set the display format for [deadline] from Settings → Notifications.
These placeholders are replaced with real values when the email is sent.
In addition, Shopify supports Liquid variables for deeper customization. For example:
{{name}}– customer name{{date_at_time}}– formatted deadline date{{reserve_inventory_until}}– reserved inventory expiration
Further reading:
Need Help?
If you have any questions, please contact our support team.
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