Accept Partial payments on Draft orders or Manual orders

Solved
gio-novo
New Member
3 0 13

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)

Accepted Solutions
Dallas
Shopify Staff
Shopify Staff
915 61 189

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. 

Dallas | Social Care @ Shopify
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Replies 35 (35)
Dallas
Shopify Staff
Shopify Staff
915 61 189

Hey, there.

 

This is Dallas from Shopify's Social Care Team.

 

Ok, so there isn't a way to do that now, but I do have some options that might be useful for you when it comes to initiating partial payments.

For manual orders online, the best way would be to create incremented draft orders. Nothing would trigger anything automatically, but you could go to Settings > Orders > Drafts and send out an invoice or a percentage of the payment (1st installment) and then you could create an order for the remaining balance (or following payments) that need to be paid. In order to make sure that all of the payments are organized you can refer to the initial order (number and amount) in a new draft order.

 

It would look something like this:

2020-03-tqpt0-q66ea


The other option that you might not have thought of would be to create incremented payments for your customers online so that you don't have to make a draft order for partial payments. I'm not sure how your business structure is set up, so if you take a lot of phone orders (aka make all the incremented payment orders manually) then this wouldn't work. However, if that isn't the case and you have customers that visit your online storefront then you could get an app like

 

This would allow you to predetermine how your customer will need to pay. It will also allow you to guarantee that you get the money for the order rather than relying on the honor system. 

 

Have you thought of an option like that or does that seem like something that would work for you?

Please let me know if you need more assistance!

Dallas | Social Care @ Shopify
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gio-novo
New Member
3 0 13

Hi Dallas,

 

Thank you for your quick response. The apps options will not work for my business, since this would only be at an in-person or over-the-phone type of order. I sell furniture online and the order has to be either paid in full or financed. But for in-person sales i'm a little more flexible because on special orders (meaning the product is not in our local warehouse instead we have to ship it to our warehouse) the customers pays 50% deposit to place the order and the other 50% payment is due upon store pick up or when we deliver it to the customers home. Currently the workaround i found is to create the order on the Shopify POS on an ipad and record the deposit cash/card payment of 50% of the order total. Then when the customer picks up their order, they pay the remaining 50% on the store or if the customer prefers home delivery, then the customer doesn't come to the store, instead we email the customer the remaining balance amount which is the other 50% prior delivery. But in this scenario i use either Paypal or Square invoice to email the customer the remaining amount and after it's paid i manually record the payment on Shopify POS. I use a third-party card processor by the way.  It would reduce the number of steps and make the process much smoother if all this could be done on the Shopify back-end. The Ideal scenario would be like this: The customer visits store and pays 50% deposit on a special order via Shopify POS. Then when the customer is ready to pay the remaining 50% , i can quickly just open the order on the Shopify back-end and email the customer directly from Shopify charging the remaining 50% amount.  Once the customer opens the email, they will be able to see the invoice with all the order details, order total, the previous paid amount, and the current amount due. All this with a just a click of button and without the need of using a third-party invoice app. This will greatly reduce data double entry and everything remains centralize. 

 

Thank you

 

 

Dallas
Shopify Staff
Shopify Staff
915 61 189

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. 

Dallas | Social Care @ Shopify
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 - Was your question answered? Mark it as an Accepted Solution
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Matt37
Explorer
62 0 61

Sorry Dallas, 

 

Splitting up the payment between multiple transactions seems like a work around, but it's not. It basically blows up your accounting, or creates a reconciliation nightmare. 

 

We also sell furniture with a 50% deposit. And we use shopify for our website and POS. I have asked everyone I can think of to find a way to enable Partially paid to work online, or via the draft. OR have a customer pay the balance via an email.  

 

No luck. I'll probably have to get a developer to build a solution. 

 

 

Dallas
Shopify Staff
Shopify Staff
915 61 189

I see! If you're looking for partial payments online then you're going to be limited to one of the options that were listed above. 

 

I completely understand what you're saying, however, about this being a feature that wouldn't work for your store. In that case I think you might be right, an Expert would be the way to go about this right now. 

 

However, I think this is a good note that I want to bring to my merchant frustration teams. 

 

In your most ideal set up can you list all of the features that you would like this to have? I will then make a ticket for them to review. If you could share the store myshopify.com URL as well that would be great. 

 

I look forward to hearing back from you. 

Dallas | Social Care @ Shopify
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George53
Shopify Partner
7 0 34

Hi guys,

Why can't we get this to work!? How difficult can it be to add the functionality to a draft order (or order) outside any POS app to accept partial payment? Or at least, give us the ability to change the amount a client pays or want to pay when in a draft order when we click on "Pay with credit card". I have been reading about this partial payment stuff on (draft) orders so sooo long and many many people are waiting for it. Since 2015, people have tried to make this happen. Please Shopify, do something!!!!!

Karen-Firsthand
New Member
1 0 12

I agree with the other Merchants, all payment processing systems I have ever used have a simple system for automated billing for multiple equal payments spread over 2 or 3 or 4 or 6 months.  So, once the first transaction is done, it is agreed with the customer to have the 3 equal payments over 3 months.  Then it just happens in the back-office with no further transactions or double booking.   Customer is notified of each payment by email as is the Merchant / Seller.   It is simple and easy and fits perfectly with an electronic transaction.   Honestly. I can't believe that Shopify does not have this capability - Make it a priority so you don't lose ground to your competition.   This capability has been around for years in much less sophisticated online shopping carts and electronic transaction processors.  

Please make this a Priority and report back.

Multiple Payment Processing with equal monthly payments is customary for any online store.   

Best,

Jeff C.

iramccully
Excursionist
11 1 17

This is most certainly NOT solved.

The ability to draft invoices with multiple payments is the very FIRST need I have for my very first product. It is the root of the business logic of credit, deposit, reservation and layaway.  It would be an easier problem if we could ONLY accept multiple recurring  payments with incrementing invoice lines. 

 

...

 

Look, I'm new here. My first shopify website is coming up on 4 days old. I have ONE item for sale. If I cannot partial invoice, accept partial payment, deposits increment an invoice and properly track inventory using this system I'm taking my business elsewhere.  

iramccully
Excursionist
11 1 17

This is most certainly NOT solved.

The ability to draft invoices with multiple payments is the very FIRST need I have for my very first product. It is the root of the business logic of credit, deposit, reservation and layaway.  It would be an easier problem if we could ONLY accept multiple recurring  payments with incrementing invoice lines. 

 

...

 

Look, I'm new here. My first shopify website is coming up on 4 days old. I have ONE item for sale. If I cannot partial invoice, accept partial payment, deposits increment an invoice and properly track inventory using this system I'm taking my business elsewhere. 

Matt37
Explorer
62 0 61

Hi Dallas,

 

Here's a little follow up: 

 

1. In the POS it is possible to take multiple payments, and to mark a transaction as partially paid. 

Matt37_0-1600545396590.png

Ideally, in the online checkout our customer with transactions over $1000, would be given the choice to pay in full, or a 50% deposit.  Then be directed to the payment gateway as usual. 

10 weeks later (no one said the Amish were quick) when their furniture is ready, we could send them email from the same transaction number, where they could follow a link to pay the remaining balance, through the standard gateway.

 

 

Gist
Tourist
6 0 3

Hi there!

I found this thread, and wanted to let everyone know about our application, called Wholster, which allows for true partial payments to be made on draft orders using the payment terms features.

You can check out an overview of how this works here:

https://docs.wholster.com/article/payment-terms-overview/

For more general information about the app, please visit the app listing page in Shopify

https://apps.shopify.com/wholester.

If anyone is interested in this solution, please feel free to reach out to us any time at support@gist-apps.com.

Hope this helps, and looking forward to hearing from you!

 

 

 

 

Matt37
Explorer
62 0 61

@Gist Wow that might actually be a solution. Thank you!!  I want to go deeper into your product and see how we can set it up. It seems to have more features, so I want to see what else I am paying for. 

Thank you for posting it here. 

 

Any chance you want to break your payment terms tool out into it's own little app? 

 

cheers

Gist
Tourist
6 0 3

Hey Matt,

Glad that Wholster looks like a good solution for you.

At this point in time, unfortunately we do not have any plans to break this feature off into it's own application.

sbponson
New Member
2 0 14

Any updates on adding this functionality to draft orders?? Seems silly not to have it. Shopify has introduced a slew of new functionality the past year, this should have been at the top of the list. For those of us operating in primarily B2B spaces especially. The "incremental order" approach is a poor solution because it destroys reporting on profit margin and sales... Makes it look like we're selling twice as many goods at half the price.

To have to pay for yet another app to achieve this very basic function is kinda ridiculous.

Gist
Tourist
6 0 3

Hey @sbponson,

I'd be happy to discuss solutions with you if interested. Please feel free to reach out to us at support@gist-apps.com if you would like a demo of our product.

Wholster does not work with incremental orders, but rather, real partial payments on individual orders, applying the appropriate transaction types to the order in Shopify as payments are applied.

Hope to hear from you!

katie_leary_seb
Tourist
10 0 21

I just want to chime in and stress the importance of having this feature. It is very clunky and confusing to the buyer to have different invoices for the same order. It's hard for them to track and hard for us to track. Shopify - if you're listening - PLEASE PLEASE PLEASE add a partial payment option in its Draft Orders. I have had to add so many apps to do things Shopify doesn't do & I really don't want to have to add and pay for another. This is not a complicated feature. And there would be a lot of happy merchants. 

 

Steven_Mathews
Tourist
3 0 15

Yeah one more demand for this feature. When you manually accept a payment outside Shopify (eg someone sends a wire transfer, as many of our international customers do for big orders) there's nothing forcing it to be the exact same amount that's outstanding. If a customer accidentally over or under pays, that needs to be able to be fixed in Shopify by specifying not just that "payment was collected" but by specifying the amount of payment that was collected.

Not "it should be able to", it NEEDS to be able to because there isn't another way to fix it that actually reconciles with a bank account.

HugoJolliffe
New Member
2 0 13

Also requesting this feature. This should be a basic functionality. We sell higher value items that are not usually ready for immediate shipment and many customers would rather pay a deposit with the balance payment at a later date. There is no sufficient way to handle a transaction like this within Shopify.

Anselm
New Member
1 0 6

I’d also like this feature. I take orders that can take up to 3 months to make, so people pay a 50% deposit and the balance before collection.