Platform SetupShopify

Subscriptions and reimbursement setup

The Truemed Shopify payment app does not support subscription purchases. If a customer’s cart contains a subscription item, Truemed will not appear as a payment option at checkout.

Subscription merchants use the post-purchase reimbursement flow instead. The customer checks out normally with a regular card, then qualifies afterward and submits their LMN and receipt to their HSA/FSA administrator. This page sets that flow up.

This applies to hybrid merchants too. If you sell both one-time and subscription products, the payment app handles the one-time carts and this flow covers the rest.

Step 1: Add the thank you page widget

Add the qualification link to your order confirmation page so customers can complete the reimbursement flow right after purchase.

Order confirmation widget example

The Truemed extensions app adds the qualification link to your order confirmation page through Shopify’s Checkout Extensibility, with no code to maintain.

What is Checkout Extensibility? Shopify’s framework for customizing checkout through extensions and Shopify Functions rather than injected scripts. It replaces the Additional Scripts field, which Shopify is retiring: Plus stores were required to migrate by August 2025, and other stores by August 2026.

Prefer to watch? Our engineer Lucas recorded a walkthrough of this setup.

1

Install the app

Visit Truemed Extensions on the Shopify App Store and click Install.

Truemed Extensions listing on the Shopify App Store
2

Confirm the install

Review the permissions and click Install again.

Shopify install confirmation screen
3

Start configuration

Follow the prompt to Configure Truemed Now.

Truemed app configuration screen
4

Enter your Public ID

In the Truemed dashboard, click My Account in the top right, select Settings, and open the Public ID tab to copy it. Paste it into the app.

Entering the Truemed Public ID during app configuration
5

Save

Save your changes. Customers will now see the Truemed qualification survey on their order confirmation page.

Order confirmation page showing the Truemed qualification link

To show the link only on subscription orders, toggle that setting on the checkout extension in the checkout editor.

Beyond that toggle, the app does not currently support customization. The qualification link appears on the post-purchase page for all orders.

The extensions app does more than power this widget. It also provisions the HSA/FSA Eligibility field on your product variants, which surfaces each product’s Truemed eligibility status directly in your Shopify admin. Worth installing even if you don’t need the thank you page widget.

Option B: Additional scripts (legacy)

Shopify is retiring the Additional Scripts field. Use Option A unless your store cannot yet migrate to Checkout Extensibility.

  1. Find your Qualification Link at app.truemed.com
  2. Go to Settings > Checkout > Additional Scripts
  3. Paste the following in the “Order status page” section:
1<div id="truemed-reimburse" data-url="YOUR_QUALIFICATION_LINK"></div>
2<script src="https://truemed-public.s3.us-west-1.amazonaws.com/truemed-ads/confirmation-widget-v1.1.min.js"></script>

Customers who miss the thank you page can still reach the flow from their email.

  1. In Shopify, go to Settings > Notifications > Order Confirmation
  2. Add the following to your email template, replacing YOUR_QUALIFICATION_LINK with your own:
1{% assign skus = "" %}
2{% for line_item in order.line_items %}
3  {% assign skus = skus | append: line_item.sku %}
4  {% unless forloop.last %}
5    {% assign skus = skus | append: "," %}
6  {% endunless %}
7{% endfor %}
8
9<p>This order might be eligible for HSA/FSA reimbursement.<a href="YOUR_QUALIFICATION_LINK?source=receipt_email_1&skus={{ skus | url_encode }}"> Qualify Here</a></p><br />

The loop collects the SKUs on the order and passes them to Truemed as a comma-separated list, so the customer’s qualification survey is tailored to what they actually bought. The source parameter attributes the qualification back to this email.

Every variant needs a SKU assigned in Shopify for this to work. Variants without one contribute an empty value to the list. See Products and SKUs.

Verify

  • Add a subscription item to your cart and confirm Truemed does not appear at checkout
  • Place a test order and check your order confirmation page for the qualification link
  • Confirm the qualification link appears in your order confirmation email