User guide

ThemeLook COD, Upsell & Bank adds an order form to your product pages. Customers order with cash on delivery or bank transfer without going through checkout, and every order is created in your Shopify admin.

1. Turn on the order form in your theme. On Home, the Setup card shows Order form on your storefront: Off. Click Turn on in theme editor, switch on the COD form app embed and click Save in the theme editor.
2. Check the form. Open Order form. The default settings already work; change the texts and button color if you like.
3. Open a product page in your store. The order button is shown under Add to cart.
4. Place a test order. It appears in Orders in the app and in your Shopify admin.

The form follows your store language. The app's language for you can be changed in Settings.

Menu: Order form. On the right you see a live Preview. Save your changes with the Save bar at the top.

Display

• Popup: a button under Add to cart opens the form in a window. Recommended for most themes.
• Embedded on product page: the form is shown directly on the product page.

Texts and button

Form heading, Button text, Submit button text, Button color and Button text color.

Fields

• Each field has one row: the field name, the label customers see, Show and Required.
• Full name, phone, province and address are always asked; they are needed to create the order.
• Email, ZIP code, apartment and order note are optional.

Payment methods

Cash on delivery and Bank transfer. You can change the name customers see. If both are on, the customer chooses one in the form. Bank transfer needs a bank account (see Bank transfer).

Template

New stores follow ThemeLook's default template for their language. Once you save, the page shows Custom settings; Reset to template brings back the default.

Add-ons of the order form

At the bottom of the page, cards lead to Upsell offers, Quantity offers and Bank transfer settings, with their status.

Menu: Address settings. Choose, per country, how customers enter their province and district and which Shopify address field receives them.

• How customers enter it: Choose from a list, Free text or Do not ask.
• Shopify address field: for example, in Türkiye the province goes to Shopify's province field and the district to the city field.
• Türkiye comes with all 81 provinces and their districts.
• Reset to default removes your changes for a country.

The form uses the country the customer is shopping in (Shopify Markets).

Menu: Shipping & fees (paid plans).

Shipping rates

• Click Add shipping rate: for All countries, one country, or only some provinces of a country.
• Free over: shipping is free when the products total reaches this amount.
• The most specific rate is used: province, then country, then all countries. Without a matching rate, shipping is free.

Extra fees and discounts

• Click Add fee or discount. A Fee is added to the total (for example a cash on delivery fee), a Discount is subtracted (for example 5% off for bank transfer).
• A rule can apply to one payment method and to a products-total range only.
• The amount is a Fixed amount or a Percentage of products subtotal.

Customers see shipping, fees and the total live in the form. In the Shopify order, fees are separate lines and discounts are one discount.

On the Free plan your rules are saved but not applied: shipping is free and no fees are added.

Menu: Bank transfer settings.

1. Click Add bank account and enter the Bank name, Account holder and IBAN. You can add several accounts.
2. Optionally write Instructions for customers, for example what to write in the transfer description.
3. Turn on Bank transfer under Order form → Payment methods.

What the customer sees

After ordering: your bank accounts, the amount and a reference code to write in the transfer description. When bank transfer is chosen, the email field is required, and Shopify emails the bank details from your store's sender address.

Following up payments

• In Orders, filter by payment method Bank transfer and status Open.
• Mark as paid: the order is marked as paid in Shopify too.
• Send reminder: emails the bank details again. It is only sent when you click it.
• Cancel order: cancels the order in Shopify; the customer gets Shopify's cancellation email.

The app never sends reminders or cancels orders automatically.

Menu: Upsell offers (paid plans). Offer a related product; accepted products are added to the same order.

1. Click Create offer and choose the Offer type:
   • Add-on in the form: a checkbox above the order summary, up to 3 per product page.
   • Offer after submitting: shown once after the customer clicks the order button, before the order is created. One per product page.
2. Choose product: the product you offer.
3. Discount: none, a percentage or a fixed amount. The customer sees the old and the new price.
4. Choose where it is shown: Show on all products or Choose products.
5. Write the Texts and save. Use Status to pause an offer without deleting it.

The list shows views, acceptances and revenue for every offer. Orders with an upsell get the Upsell tag in Shopify.

Menu: Quantity offers (paid plans). Show options such as "1 item / 2 items 20% off / 3 items 40% off" above the order button.

1. Click Create offer and enter a Heading, for example "Buy more, save more".
2. Options: up to 6 quantities, each with a percentage or a fixed discount per item. Add a Badge (optional) such as "Most popular" and choose the option that is Selected by default.
3. Show it on all products or on chosen products. An offer for chosen products wins over the one for all products.
4. Save.

How the price appears in the order

The discount lowers the unit price: with 20% off, 2 items of 100 are ordered as 2 × 80, with no separate discount line, so invoices and taxes stay correct. Larger quantities use the option below them: a "3 items" option also applies to 4.

Menu: Orders. Every order placed with the form.

• Filters: status (All, Open, Paid, Cancelled, Failed), payment method and dates.
• Search: order number, reference code, phone (any format), email, or a whole word of the customer's name.
• Details: customer, address, items, amounts and note. Open in Shopify opens the order in your admin.
• Bank transfer orders also have Mark as paid, Send reminder and Cancel order.

Every order is also in your Shopify admin with its products, shipping and fees, so you fulfil it as usual.

Menu: Reports. Opens with the Last 7 days; you can also choose 30 days, 12 weeks or 12 months.

• Summary: orders, revenue, average order value, conversion rate and abandonment rate, compared with the previous period.
• Conversion funnel: form views → form opens → started filling in → orders.
• Payment methods: cash on delivery versus bank transfer.
• Upsell performance and Quantity offer performance.

Menu: Plans & usage. Orders are counted per 30-day period, also on yearly plans.

• Free: 44 orders per period.
• Pro: $6.95 per month or $73.95 per year, 444 orders.
• Advanced: $14.95 per month or $159.95 per year, 4,444 orders.
• Unlimited: $33.95 per month or $362.95 per year, unlimited orders.

Upsell offers, quantity offers, shipping rates and extra fees are included in every paid plan.

• You are warned at 80% and 100% of your limit. When the limit is reached, the form is hidden and your store keeps selling with Shopify's normal checkout until the next period.
• Extra order allowance (monthly paid plans): allow orders above your limit at $0.03 per order, up to the maximum you set.
• Charges are approved and billed by Shopify. Upgrades start right away and you pay the difference for the remaining days. When you move to a cheaper plan or to Free, Shopify credits the unused part.
• Your offers and rules are kept on the Free plan and start working again when you upgrade.

• Support: click New ticket, choose a category and describe the problem. We answer in the app, and you can follow every ticket there.
• Announcements: news and new features. The latest ones are also on Home.
• Settings: Admin language changes the app's language for you only. Your store language is not affected.

I don't see the order button on my product page.

Check Home → Setup: the COD form app embed must be on in the theme editor and the theme saved. If your plan's order limit is reached, the form is hidden until the next period.

Province and district lists are not shown.

The lists follow the customer's market country. Check Address settings for that country and that the country is in your Shopify Markets.

Does the app send emails?

No. All customer emails (bank details, reminders, cancellations) are sent by Shopify from your store's sender address.

Are orders created in Shopify?

Yes. Every form order is created in your Shopify admin as an order awaiting payment, with products, shipping, fees and discounts.

What happens to customer data?

Customer personal data is stored encrypted and removed from the app's order records after 12 months. Your orders in Shopify are not affected. When you uninstall the app, your data is deleted after 48 hours, following Shopify's rules.

How do I uninstall?

Turn off the COD form app embed in your theme, then uninstall the app in Shopify under Settings → Apps and sales channels. Paid subscriptions end with the uninstall.