Shopify | How to set up cash on delivery (cash on delivery) and edit details of order confirmation email

This time, I briefly summarized what I did when setting up cash on delivery with Shopify.

It would be great if it would be helpful for those who are setting up cash on delivery.

What I did to set up cash on delivery

There are three main things I did to set up cash on delivery:

• Enable cash on delivery payment
• Add notes on cash on delivery payments
• Edit the order completion email for cash on delivery payment

Enable cash on delivery payment

First of all, no matter what, you can't start without enabling cash on delivery payment.

Add “Cash on Delivery (COD)” from the management screen under “Settings” > “Payment” > “Add manual payment method”

Add notes on cash on delivery payments

First of all, the precautions for cash on delivery payment are the words that are displayed when you select cash on delivery on the checkout screen as shown below.

As before, this wording can be edited from "Settings" > "Payment" > "Manual payment method" and "Management" of "Cash on Delivery (COD)"

There are two parts to enter, but I think the wording should basically be the same in both.

The text will be displayed on the checkout screen and thank you page, respectively.

I have attached the wording I used for reference.

─────For customers who order by cash on delivery──────
If you select "Cash on Delivery", the following "Cash on Delivery Fee" will be charged in addition to the "Total Price" displayed on the screen.

Please pay the total amount plus the cash on delivery fee to the delivery person.

—–
If the amount is 10,000 yen or less: 330 yen (tax included)
If the amount is 30,000 yen or less: 440 yen (tax included)
If the amount is 100,000 yen or less: 660 yen (tax included)
If the amount is 300,000 yen or less: 1,100 yen (tax included)
—–

*Cash on delivery is only available for deliveries within Japan.
Cash on Delivery (COD) order is only available for delivery within Japan.

Edit the order completion email for cash on delivery payment

Finally, edit the order completion email

In the case of cash on delivery, I have edited it so that you will receive an email like the one below.

There are mainly three parts that I edited:

• Display notes for cash on delivery
• Display cash on delivery fee
• Display the total amount including cash on delivery fee

Basically, it is a conditional branch depending on whether "transaction.gateway" is "Cash on Delivery (COD)" or not.

For detailed code, we recommend the following reference article:

How to display the amount including cash on delivery fee in the order confirmation email

If you have any questions, please feel free to DM me on Twitter.

(I wonder if there is a way to add a product called "cash on delivery fee" using Shopify Flow as a trigger when a product is purchased, and have the cash on delivery fee reflected in the total price...🤔)

What exactly is cash on delivery?

Personally, I don't think it's necessary to set up cash on delivery, as it seems that sometimes the item is refused and sent back.

So, when someone asks me about cash on delivery for some vague reason, I suggest Payday or KOMOJU as an alternative.

In addition, some people request cash on delivery because they want to receive payment as soon as possible or because they don't want to pay payment fees.
In that case, it would be a good idea to explain the risks of cash on delivery and discuss them again.

However, depending on the product, there may be a large percentage of people who purchase it with cash on delivery, so it is also true that we cannot just say "I am against cash on delivery!"

others

Recently, it seems that an app has been released that allows you to calculate cash on delivery fees as shipping fees.

https://apps.shopify.com/amp-custom-delivery-charge-prd

https://prtimes.jp/main/html/rd/p/000000016.000062131.html

There is another Japanese app.

https://apps.shopify.com/mr-daibiki

As a side note, I wonder if there is no need to separate cash-on-delivery fees and shipping fees when recording them?
If anyone knows, please let me know.
Since I started getting involved in EC management, I've become more cautious about things that might be related to accounting (I still don't know anything about accounting, etc.)

Reference article

Best practices for setting up cash on delivery (cash on delivery) with Shopify

How to display the amount including cash on delivery fee in the order confirmation email