Accept Partial payments on Draft orders or Manual orders

Solved
Matt37
Explorer
61 0 48

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
61 0 48

@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

0 Likes
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.

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sbponson
New Member
2 0 5

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!

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katie_leary_seb
Tourist
5 0 5

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 9

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 8

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 3

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.