> This page is for version v1 (default).
> For other versions, use one of these documentation indexes:
> - v1 (default): https://developers.truemed.com/v-1/llms.txt

> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://developers.truemed.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://developers.truemed.com/_mcp/server.

# Shopify issues

> Troubleshooting common Shopify-specific issues with Truemed, including payment visibility, order management, manual capture, and theme changes.

This guide covers the most common Shopify-specific issues merchants encounter with Truemed, including payment visibility, order management, manual capture, and theme changes.

---

## Payment option not showing at checkout

If your customers can't see the Truemed payment option at checkout, check the following:

### 1. Confirm the app is activated

1. Go to **Shopify Admin > Settings > Payments**
2. Look for "Truemed" under **Additional payment methods**
3. If it's not listed, you may need to reinstall or activate it. See the [Shopify Setup Guide](/guides/setup/shopify/setup-guide) article.

### 2. Check that products have approved SKUs

If a product hasn't been reviewed by Truemed's compliance team, it will default to **ineligible** at checkout. Upload your latest product catalog through the Truemed Dashboard.

See the [SKU Upload](/guides/troubleshooting/sku-upload) troubleshooting article for details.

### 3. Ensure the customer is checking out as guest

Truemed's payment option does not appear when customers use **Shop Pay** or accelerated checkout. Customers must select **"Guest checkout"** to see Truemed as a payment method.

### 4. Verify Stripe account status

Your Stripe account must be at least **Enabled** for the Truemed Payments App to work. Check your Stripe connection status in your onboarding plan or contact [merchants@truemed.com](mailto:merchants@truemed.com).

### 5. Check geographic restrictions

Truemed is currently available to US customers only. If a customer's billing or shipping address is outside the US, the Truemed option may not appear.

---

## Missing orders in Shopify

Truemed orders are processed through our payment system, not through Shopify's standard payment flow. Here's what to know:

* Truemed orders **do appear in Shopify** but may behave differently from standard orders
* Orders start in a **"Pending" state** until a Letter of Medical Necessity (LMN) is issued
* Status transitions can take a **few hours**, and this is normal
* Check the [Truemed Dashboard](https://app.truemed.com) for the most up-to-date order status

### Order status reference

**Shopify Statuses:**

| Shopify Status      | Meaning                                           | Action Required                |
| ------------------- | ------------------------------------------------- | ------------------------------ |
| **Payment Pending** | Health survey is under review. No LMN issued yet. | Wait. Do not fulfill.          |
| **Authorized**      | LMN has been issued. Payment can be captured.     | Capture payment within 5 days. |
| **Paid**            | Payment has been captured.                        | Fulfill the order.             |
| **Expired**         | LMN was rejected or authorization expired.        | Do not fulfill.                |

**Truemed Dashboard Statuses:**

| Truemed Dashboard Status | Meaning                                          |
| ------------------------ | ------------------------------------------------ |
| **Processing**           | Health survey under review                       |
| **Authorized**           | LMN issued. Eligible for capture and fulfillment |
| **Rejected**             | LMN rejected. Order cancelled                    |
| **Captured**             | Payment successfully captured                    |

---

## Manual capture

### What is manual capture?

Manual capture is a Shopify setting that allows you to **authorize** a charge but delay the **capture** (collection) of funds until later. Some merchants use this for preorders or custom fulfillment workflows.

Truemed is optimized for **automatic capture**, which is Shopify's default.

### How to check your capture setting

1. Go to **Shopify Admin > Settings > Payments**
2. Look for **Payment capture method**
3. If set to **"Automatically capture payment for orders"**, you're all set. No action needed.

### If you use manual capture

Manual capture works with Truemed, but requires special attention because Truemed orders have unique status transitions:

#### The manual capture flow

1. **Order created:** Customer places order through Truemed. Payment is authorized but not captured.
2. **LMN review:** The order remains in "Pending" state while the health survey is reviewed.
3. **LMN issued:** Order transitions to "Authorized" status (this can take several hours).
4. **Capture window:** You must capture payment **within 5 days** of authorization, or it expires.
5. **Payment captured:** Order moves to "Paid" and is ready to fulfill.

#### How to capture payment

* **Bulk capture:** From the Shopify Orders list, select eligible orders and use bulk actions
* **Individual capture:** Open the order and click **"Capture payment"**

> **Note**
>
> You can only capture payment **once per order**. Partial captures are not supported.

#### Common manual capture issues

| Issue                     | Cause                                                        | Solution                                                                      |
| ------------------------- | ------------------------------------------------------------ | ----------------------------------------------------------------------------- |
| **Missed captures**       | Automation ran before the order transitioned to "Authorized" | Add retry logic to check for delayed status changes                           |
| **Expired authorization** | Payment not captured within 5 days                           | Customer must re-place the order. Expired authorizations cannot be recovered. |
| **False fraud flags**     | Fraud detection ran before order reached "Paid" status       | Wait for correct status before fraud evaluation                               |

#### Recommended: Shopify Flow for auto-capture

If you want to use manual capture but still auto-capture Truemed orders, create a dedicated Shopify Flow:

1. **Trigger:** Order payment status changes
2. **Condition:** Payment gateway contains "Truemed" AND order is "Authorized"
3. **Action:** Capture payment

> **Tip**
>
> A downloadable example Shopify Flow template is available. Reach out to [merchants@truemed.com](mailto:merchants@truemed.com) to request it. Test thoroughly in your specific environment before going live.

---

## Theme changes

**Will changing my Shopify theme affect Truemed?**

* **Truemed Payments App:** No. The Truemed payment integration is independent of your theme.
* **Product page widget:** Yes. If you switch themes, you'll need to re-add the PDP widget to your new theme template. See the [Shopify Setup Guide](/guides/setup/shopify/setup-guide) article for installation instructions.
* **Thank You and Order Status page widgets:** If using the [Truemed Extensions App](/guides/setup/shopify/extensions-app) (Checkout Extensibility), no action is needed. If using Additional Scripts, verify your scripts are still in place after the theme change.
* **Checkout widgets:** No. The Truemed Extensions App's HSA/FSA checkout widgets live in your checkout profile, which is separate from your storefront theme.

---

## Refunds for Truemed orders

**Shopify merchants using the Truemed payment integration** process refunds through Shopify's standard refund flow, the same way you'd refund any other order:

* Open the order in Shopify Admin and click **Refund**
* Refund amounts are deducted from your Stripe payout balance
* Processing time follows standard Stripe timelines

If you run into an issue refunding a Truemed order in Shopify, contact [merchants@truemed.com](mailto:merchants@truemed.com).

> **Note**
>
> Merchants on the post-purchase reimbursement flow (not Shopify's payment integration) process refunds through the Truemed Dashboard instead.

---

## Quick troubleshooting checklist

| Symptom                              | First Thing to Check                                                      |
| ------------------------------------ | ------------------------------------------------------------------------- |
| Truemed not showing at checkout      | App activated? Stripe enabled? Customer using Guest checkout?             |
| Order stuck in "Pending"             | LMN review in progress. Check Truemed Dashboard for status                |
| Can't capture payment                | Is the order "Authorized"? Has the 5-day window expired?                  |
| Product showing as ineligible        | Upload latest SKU list via Truemed Dashboard                              |
| Widget not appearing on product page | Check theme template. Widget may need to be re-added after a theme change |

---

## Need help?

Contact [merchants@truemed.com](mailto:merchants@truemed.com) for any Shopify-related issues.