Deferred payments

For orders with a full or partial outstanding balance, you can send an invoice to you customer for the order, accept the payment for the order by credit, or mark the order as paid if you have already received payment by another method.

Set payment terms for payments due later

Payment terms let you set the date that payment is due. If an order has a status of Payment pending, then you can add payment terms for orders that are due to be paid at a later date.

You can choose from the following options when setting the payment terms:

  • Due on receipt: Use this option to set the payment as due on the date that you send the invoice to your customer.
  • Net term: Use this option to set the payment as due within the specified number of days from the issue date. For example, you can choose Within 30 days, and the payment due date is set to 30 days after the issue date. By default, the issue date is set to the current date, but you can change the issue date after you select a net term option.
  • Fixed term: Use this option to set the payment as due on a specific date.

If the order is not paid by the due date, then the order status becomes Overdue.

Steps:

  1. From your Shopify admin, go to Orders.

  2. From the Orders page, click order number.

  3. In the Pending section, click Add payment terms.

  4. Select one of the following Payment terms:

    • To set the payment due on the day that you send the invoice, select Due on receipt.
    • To set the payment due within a time duration of an issue date, select one of the Within days options, and then enter the Issue date.
    • To set the payment due on a specific day, select Fixed date, and then enter the Due date.
  5. Click Save.

Edit payment terms for payments due later

If an order has payment terms set, then you can edit or remove the due date.

Steps:

  1. From your Shopify admin, go to Orders.

  2. In the Pending section, next to the payment due date, click Edit.

  3. Modify the payment terms.

  4. Click Save to save your changes, or click Remove terms to remove the payment terms.

Send an order invoice to a customer

You can send an invoice to your customer with a link to the checkout page for orders in Payment pending status. Your customer can use the link in the email to enter their billing information, select a shipping method, and submit payment.

You can also send invoices for draft orders.

You can't send an invoice for a multi-currency order.

Steps:

  1. From your Shopify admin, go to Orders.

  2. From the Orders page, click the number of the order.

  3. Click Collect payment > Send invoice.

  4. From the Send invoice dialog, enter the message that you want to include in the invoice.

  5. Click Review invoice.

  6. In the dialog, review your email and click Send invoice.

Accept payment for an order pending payment

For orders with a Payment pending status, you can manually set them to Paid with one of the following methods:

  • Mark as paid - Use if you've already received payment for the current order, or if you're importing a past order from another platform into your Shopify admin. The received amount is not captured again by your payment provider. An order confirmation email is sent to the customer.

  • Pay by credit card - Use if you have the billing information of your customer or if your customer is available to enter it directly. This payment method is only available with Shopify Payments.

You can only collect the exact amount of the order. You can't collect a partial payment.

Steps:

  1. From your Shopify admin, go to Orders.

  2. From the Orders page, click order number.

  3. In the Pending section, click Collect payment.

  4. Select one of the following options:

    • Click Mark as paid if you have accepted payment outside of Shopify.
    • Click Pay by credit card if you have the customer's credit card information ready.
  5. If you select Pay by credit card, then enter the customer's billing and credit card information, and then click Charge.

Ready to start selling with Shopify?

Try it free