Dispatch Lab

Last updated 2026-05-11

Dispatch Lab Integration — Shopify Edited Order Sync (Account Editor)

This guide helps merchants using Dispatch Lab understand how to configure the integration so that Account Editor order edits are always reflected correctly. Dispatch Lab does not read live edits — orders must be fully finalized before Dispatch Lab downloads them.

Dispatch Lab uses the Account Editor Delayed Master Flow to delay order downloads. Payment is held in Authorized state while customers edit, then the Flow captures payment automatically after the grace period — triggering Dispatch Lab to download the finalized order.

How the Integration Works

Dispatch Lab downloads orders from Shopify only when payment status is "Paid". The Account Editor Delayed Master Flow creates a grace period between order creation and payment capture — giving you time to edit the order in Account Editor before Dispatch Lab ever sees it.

Step 1 — Order Created

Customer places an order → Payment is Authorized (not yet captured).

Step 2 — Grace Period Active

The editing window opens. Customer or merchant can edit the order in Account Editor — add items, remove items, change quantities, update address.

Step 3 — Dispatch Lab Skips the Order

Because payment status is still Authorized, Dispatch Lab does not download the order. The order is invisible to Dispatch Lab during the entire editing window.

Step 4 — Grace Period Ends

Shopify Flow automatically captures payment → Status updates to Paid.

Step 5 — Dispatch Lab Downloads

Dispatch Lab sees the order for the first time with all edits already included — correct items, quantities, and totals.


Step-by-Step Setup

Step 1 — Enable Manual Payment Capture in Shopify

Set Shopify to hold payment in Authorized state so Dispatch Lab cannot import the order until editing is complete and payment is captured.

  1. Log in to Shopify Admin
  2. Go to Settings → Payments
  3. Scroll down to Payment capture method
  4. Select "Manually capture payment for orders"
  5. Click Save
Download Account Editor Delayed Master Flow
7-day limit: Shopify Payments authorizations expire after 7 days. Always capture payment within this window after editing is complete.

Step 2 — Import the Account Editor Delayed Master Flow

The Account Editor Delayed Master Flow is a pre-built Shopify Flow automation that holds payment capture for a configurable grace period, then captures automatically — triggering Dispatch Lab to download the finalized order.

  1. Download the Account Editor Delayed Master Flow file (provided with this guide)
  2. In Shopify Admin, go to Apps → Shopify Flow
  3. Click Import and select the downloaded .flow file
  4. Configure the grace period timing to match your editing deadline (e.g., 30 minutes)
  5. Click Activate to enable the Flow
  6. Click Save
Download Account Editor Delayed Master Flow
How the Flow works: When a new order is created, the Flow waits for the configured grace period. After the wait, it automatically captures payment — changing the status from Authorized to Paid. Dispatch Lab then downloads the order with all edits included.

Step 3 — Disable Shipping Methods App Block in Account Editor

Dispatch Lab does not support shipping method changes during the editing window. To prevent customer confusion, you must disable the Shipping Methods App Block in Account Editor settings.

  1. Open your Account Editor app settings in Shopify Admin
  2. Navigate to the App Blocks configuration
  3. Find the Shipping Methods App Block
  4. Set it to Disabled
  5. Click Save
Do not skip this step. If the Shipping Methods App Block is left enabled, customers may attempt to change their shipping method during the editing window. Dispatch Lab will not reflect these changes, leading to incorrect shipping and customer complaints.

Step 4 — Configure the Editing Deadline

Set how long customers have to edit their order before the grace period expires and payment is captured. This deadline should match the timing configured in the Shopify Flow.

  1. Open Account Editor app settings
  2. Find the Editing Deadline setting
  3. Set the deadline to match your Flow timing (e.g., 30 minutes)
  4. Click Save
Keep timings in sync: The editing deadline shown to the customer should match (or be slightly shorter than) the grace period in Shopify Flow. For example, if the Flow waits 30 minutes before capturing, set the editing deadline to 25–30 minutes so customers see an accurate countdown.

Step 5 — Your Account Editor Workflow

Once setup is complete, this is the automated flow for every order:

  1. New order arrives → Payment = Authorized (Dispatch Lab does not see it )
  2. Grace period active → Customer can edit in Account Editor — add/remove items, change quantities, update address
  3. Grace period expires → Shopify Flow automatically captures payment
  4. Payment becomes Paid → Dispatch Lab downloads the finalized order
  5. Order is shipped with all edits included — no manual intervention needed

What happens after this setup:

  • Correct order total — removed items not counted
  • Added items appear correctly in Dispatch Lab
  • Quantity changes reflected accurately
  • Address changes included in the download
  • No manual payment capture needed — fully automated
Setup complete! Dispatch Lab will always receive the final, correctly edited order. The entire flow is automated — no manual capture or Dispatch Lab configuration required.

Settings Summary

WhereSettingValue
Shopify → Settings → PaymentsPayment capture methodManually capture payment for orders
Shopify → Apps → Shopify FlowAccount Editor Delayed Master FlowActive — grace period configured
Account Editor → App BlocksShipping Methods App BlockDisabled
Account Editor → SettingsEditing DeadlineConfigured (e.g., 30 min)

Testing Checklist

Before going live, run through this checklist to confirm everything works correctly:

  • Place a test order — verify it does not appear in Dispatch Lab immediately
  • Make edits during the editing window — add/remove items, change address
  • Wait for the grace period to expire
  • Confirm payment is captured automatically by the Flow
  • Confirm order appears in Dispatch Lab with all edits included
  • Verify shipping method changes are blocked (App Block disabled)

Troubleshooting

IssueLikely CauseFix
Orders appearing in Dispatch Lab too earlyPayment capture not set to Manual, or Flow not activatedVerify payment capture = "Manually capture payment for orders" and the Account Editor Delayed Master Flow is Active
Orders not appearing after grace periodFlow is not capturing payment correctlyOpen Shopify Flow → check the run history for errors → re-import if needed
Edits not reflected in Dispatch LabEdits were made after the grace period endedEnsure all edits are completed before the grace period expires — Dispatch Lab does not read live edits
Customer changed shipping methodShipping Methods App Block is still enabledDisable the Shipping Methods App Block in Account Editor settings
Authorization expired (no payment captured)Grace period exceeds 7-day limitReduce grace period to well under 7 days (recommended: 30 min – 2 hours)

Best Practices

  • Keep the grace period short — 30 minutes to 2 hours is ideal for most stores
  • Always disable the Shipping Methods App Block — Dispatch Lab cannot process shipping changes
  • Sync the editing deadline in Account Editor with the Flow timing so customers see an accurate countdown
  • Monitor Shopify Flow run history after launch to confirm payment captures are firing correctly
  • Test the full flow end-to-end before going live with real orders

Need Help?

If orders still don't sync correctly after following this guide, contact Account Editor Support and share:

  • Your store URL
  • Screenshot of Shopify → Settings → Payment capture method
  • Screenshot of Shopify Flow → Account Editor Delayed Master Flow status and run history
  • The affected order number
Ready to try it?

Put this into practice.

Install Account Editor free and set up self-serve order editing, cancel deflection, and post-purchase upsells in about 5 minutes.