Re: Accept Partial payments on Draft orders or Manual orders

Solved

Accept Partial payments on Draft orders or Manual orders

gio-novo
Visitor
3 0 33

I know you can accept multiple partial payments on Shopify POS which is very useful in my business but i would like this same function when doing draft orders or manual orders. I would like to email my customer the draft order and accept a "deposit" or a "down payment" on an order. Currently Square Invoice and PayPal Invoice offer this useful feature, where you can determine what is the initial minimal payment amount ( example 50% deposit) and after the customer either pick up or we deliver the order the customer pays the remaining amount. With square Invoice you can even set up a schedule of payments similar like a subscription but with a defined dates and last payment date. Also with 3D Cart you can record partial payments on offline or manual orders. 

 

When will we be able to accept or record partial payments on draft or manual orders on Shopify?

 

Thank you 

Accepted Solution (1)
Dallas
Shopify Staff (Retired)
916 61 212

This is an accepted solution.

Thank you so much for all of this information to help clarify what you're needing. 

 

Based on what you're saying the option that would work best for you is to use the Draft Order feature and split the payments up that way. I know it isn't as intuitive as you'd like, but it will cut out the steps of using square and copying the information over. 

 

If you have your customer's contact information you can send them an invoice directly from the draft order so that they can pay there, the money is tracked and inventory is adjusted appropriately. The invoice won't have any information from the previous payment invoice, but you can add that information in the notes. 

 

From the options available in association with what you need I think this would be the best option for you. 

To learn more visit the Shopify Help Center or the Community Blog.

View solution in original post

Replies 122 (122)

George53
Shopify Partner
12 0 70

Hey all! I want to repost a recent "solution" we are using, I did not come up with it myself, but it works great and for us has been the best solution so far, and it is free!

 

Here are the steps:

 

Here are the steps:

 

  1. Create draft order 
  2. Check Payment due later
  3. Select due on receipt AND hit Create Order
  4. Open up POS on a mobile device
  5. Go to Orders
  6. Select Online
  7. Select the created order
  8. Split payment
  9. Collect initial amount of payment
  10. Go back into the backend dashboard, where the order now shows partially paid
  11. Edit the payment due date to what you would like it to be for the remaining payment
  12. Collect payment at a later date either through the backend dashboard or POS

Hope it is helpful, have a great day all!

Lorenzaa
Tourist
4 0 9

I wanted to chime in on the discussion about enabling partial payments for orders. I totally agree that these functions are essential. Here's why:

 

Customer Flexibility: Letting customers make partial payments accommodates different budgets and lets them snag what they want while working within their means.

Happy Customers: Accepting partial payments boosts customer satisfaction by allowing them to reserve products without coughing up the full amount right away.

 

Cash Flow Ease: Partial payments help merchants manage their cash flow better, giving them access to revenue earlier for expenses and growth opportunities.

 

More Sales: When customers can make partial payments, it removes obstacles and increases the chances of completing a purchase. More sales mean more growth.

 

Stand Out from Competitors: Offering flexible payment options shows that you're customer-focused and sets you apart from competitors in the market.

To sum it up, implementing partial payment options for orders is crucial for meeting customer needs, boosting satisfaction, managing cash flow, driving sales, and gaining an edge over the competition.

javed_enduro1
Shopify Partner
4 0 3

Still waiting.... 

Adam_Mosley
Tourist
3 0 18

Oh look, another update with no partial pay option. And this one is supposed to be better for B2B sales? Maybe we all just need to leave Shopify and find a solution that has this basic function.

Koennn
Excursionist
37 0 40

Imagine my business can accept partial payments like most other platforms

dopher
Tourist
4 0 12

Yup, new colors and some new icons we didn't need.   

Kat25
Tourist
6 0 16

I saw the update & hoped. And was then let down. Still no partial pay option. 

EllisClark
Visitor
1 0 4

We need this too!

 

There are a few 'user-friendly' features that would be very beneficial for Shopify to have!

shopcurato
Not applicable
2 0 5

This is not an acceptable solution. We need a way to split payments on the Draft Orders portion of Shopify. Having to go through to POS is annoying and customers should be able to pay a portion of their order via email. It makes us look unprofessional. 

NMPP
Visitor
2 0 2

I also need this functionality. This is a huge pain point for my business. 

-Gita
Shopify Staff
9 1 4

This is possible using this feature https://help.shopify.com/en/manual/payments/partial-payments

 

diana_birsan
Explorer
48 1 13

This feature is only for Shopify Plus though. Is the intention to not have a way to do support this through apps/in the admin for non-Plus plans? 

Right now there's no way for us app partners to offer partial payment for draft orders. We get this question multiple times a day from merchants.

Stever27
Tourist
6 1 11
This feature is available only to stores on the Shopify Plus plan.
EllinonK
Tourist
7 0 25
Hi Gita,

Since the system identifies you as "Shopify Staff", would you please inform
us when will this feature become available to all the rest of us that are
not on the Shopify Plus plan?

Thank you.

EK
SPZO
Visitor
2 0 1

Alright, so it is possible. Just not for us small shops 😅

Well yet another reason to change to other than shopify. 

Koennn
Excursionist
37 0 40
Exacly. Accepting partial payment is ESPECIALLY important for Draft Orders,
as mechants use this feature ofter for custom products. Customers expect
partial payments on custom products, for example in furniture.
EllinonK
Tourist
7 0 25
If anyone from Shopify follows this thread, it may be worth asking a
Shopify marketing manager
to initiate a survey of Shopify merchants to find out what % merchants sell
customized products/services
as a *significant* part of their business--perhaps more than 10% (or 20%)
of sales.

Willing to bet that this number of merchants justifies opening this feature
to the "rest of us."

Don't know about others but, it is so important to our business, that I
would be willing to pay a small
monthly surcharge for it!


🤓

kelsiembm
Tourist
4 0 2

So this can be done....but you have to be on the expensive Shoipfy Plus plan. Once again a common feature on competitive platforms that they only allow for Shopify Plus stores. 

 

https://help.shopify.com/en/manual/payments/partial-payments

michelleretz
Shopify Partner
22 4 2

For some of the cases described in this thread, this app might help: https://apps.shopify.com/manual-partial-payments

 

It doesn't process payments, but it allows you to mark orders as partially paid when you take payments in other ways (including cash and bank deposits, for example). You could capture (but not process) the initial 50% deposit this way, marking the order as partially paid. And then when it's time to collect the remaining payment, send the invoice to the client.  

 

I would love to hear if that solves some of your problems here and/or what else you would need. 

On-demand Shopify development based in Australia - mermaiddevs.com
Koennn
Excursionist
37 0 40

This kind of workaround creates headaces for our admin. Shopify should just implement multiple partial payments on Draft Orders natively. 

michelleretz
Shopify Partner
22 4 2

Sorry to hear that doesn't work for your case. Hopefully Shopify comes up with a solution soon!

On-demand Shopify development based in Australia - mermaiddevs.com
mbeffa
Tourist
9 0 5
This does not work for us.
We need to split payments a few times a year.
I am reluctant to pay $5 for the privilege.
Shopify should do it as a standard feature.

Lorenzaa
Tourist
4 0 9

How is this problem marked as 'solved' when the feature factually *does not exist*? Shopify staff's only replying with odd workarounds that wreak havoc on our administration, but meanwhile the function exists for Shopify plus users! Why is this? When do we *actually* get this feature?