> ## Documentation Index
> Fetch the complete documentation index at: https://docs.withflex.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Shopify Subscriptions

> How to add the Flex reimbursement block to your Shopify Thank You page so subscription customers can get HSA/FSA reimbursement through Flex.

## Overview

Shopify does not allow third-party payment providers like Flex to directly accept payment for subscriptions. Flex uses a **post-purchase reimbursement flow** so customers can still use their HSA/FSA funds.

With this setup:

* Customers complete subscription purchases with a **standard payment method** (credit card, ShopPay, or any Shopify-supported method).
* On the **Thank You** page, the **Flex reimbursement block** invites them to get reimbursed with their pre-tax HSA/FSA dollars.
* They complete a quick **consultation** with Flex to verify eligibility, then **one-click submit a claim** from the Flex Portal.
* Merchants are billed **per reimbursement letter generated**.

***

## Customer Journey

<div className="mx-auto w-full rounded-xl overflow-hidden relative mt-6 mb-6" style={{ paddingTop: '56.25%' }}>
  <iframe className="absolute top-0 left-0 w-full h-full" src="https://www.youtube.com/embed/3XHwGhN4yG0?si=kdiuGO5JNjpOooni" title="YouTube video player" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />
</div>

1. Customer completes subscription checkout using a **standard payment method**.
2. On the **Thank You** page, they see the **Flex reimbursement block** with a call-to-action to *get reimbursed using your pre-tax HSA/FSA dollars*.
3. Clicking **Get reimbursed** opens a **Flex consultation** to verify their eligibility.
4. Once approved, the customer can **one-click submit a claim** directly from the **Flex Portal** and receives their **Letter of Medical Necessity (LMN)**.
5. The customer submits the **itemized receipt** alongside their LMN to reimburse each invoice.
6. The Letter of Medical Necessity is valid for **1 year**.

***

## Integration Steps

<div className="mx-auto w-full rounded-xl overflow-hidden relative mt-6 mb-6" style={{ paddingTop: '56.25%' }}>
  <iframe className="absolute top-0 left-0 w-full h-full" src="https://www.youtube.com/embed/8H9QF-vAwmk" title="YouTube video player" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />
</div>

<Note>
  Make sure to **reinstall the [Flex Marketing App](https://apps.shopify.com/flex-marketing)** to take advantage of the subscription solution.
</Note>

1. In Shopify Admin, go to **Online Store → Themes** and click **Customize**.
2. From the top dropdown, select **Checkout and customer accounts**, then switch from **Checkout** to the **Thank you** page.
3. Click **Add block**, select the **Flex reimbursement** block, and drag it where you'd like it to appear (e.g., just under the **Order status**).
4. Click **Save**, then exit the editor.

> 💡 **Tip:** The block has an optional **Payment link** field. Leave it blank — it's only used by merchants on the legacy Flex Marketing App. If you recently installed or reinstalled the app, you're on the latest version and don't need it.

***

## Limitations

* Shopify subscriptions **cannot** use HSA/FSA cards directly — customers pay with a standard method and get reimbursed afterward.
* Customers must complete a **separate reimbursement step** after each invoice.
* LMNs may only be used to reimburse invoices **dated the same day** or **up to one year in the future**.\
  After that, customers should request a new LMN.

***

## Example Email & LMN

<img src="https://mintcdn.com/flex-87/lkoWewjBZGBpLcvx/images/shopifysubs/lmnexample.png?fit=max&auto=format&n=lkoWewjBZGBpLcvx&q=85&s=ad0c76f7a0f3dad92e3903ebfe72e6ea" alt="Lmnexample Pn" width="3000" height="3000" data-path="images/shopifysubs/lmnexample.png" />

<img src="https://mintcdn.com/flex-87/lkoWewjBZGBpLcvx/images/shopifysubs/lmnemailexample.png?fit=max&auto=format&n=lkoWewjBZGBpLcvx&q=85&s=a26467ba941009aeebe3ee267c62f2da" alt="Lmnemailexample Pn" width="3000" height="3000" data-path="images/shopifysubs/lmnemailexample.png" />

<Info>
  Customers receive the **LMN** after completing the reimbursement consultation and will also recieve and itemized receipt from Flex. They can submit these documents to their HSA/FSA administrator for reimbursement.
</Info>

## FAQs

<Accordion title="What is a Letter of Medical Necessity (LMN)?">
  A document signed by a medical professional verifying that a product/service is medically necessary for HSA/FSA reimbursement.
</Accordion>

<Accordion title="Can customers use their HSA/FSA card directly for subscriptions?">
  No — Shopify does not support third-party payment methods for subscriptions. Customers pay with a standard method and use the reimbursement process afterward.
</Accordion>

<Accordion title="Customer’s claim was denied — what should I do?">
  Ask the customer to confirm eligibility with their HSA/FSA provider. If denied, have them share the provider’s written response so we can review. (FSA rules can vary by employer.)
</Accordion>

<Accordion title="Can customers buy now and get reimbursed next year?">
  Usually no. Most FSA providers require purchases in the same calendar year. Some allow a short grace period—customers should confirm with their provider.
</Accordion>
