Managing orders with deferred payments

For orders with a full or partial outstanding balance, you can send an invoice to your 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.

Payment terms for payments due late for an order

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 payment terms:

Different types of payment terms that merchants can apply to their orders have pending payments

Payment term	Description
Due on receipt	The payment is due on the date that you send the invoice to your customer.
Due on fulfillment	The payment is due on the date that you fulfill all items in the order.
Net term	The payment is due within the specified number of days from the issue date. The available terms are net 7, net 15, net 30, net 45, net 60, and net 90.
Fixed term	The payment is due on a specific date.

Add payment terms for payments due later for an order

You can add payment terms for orders that have pending payments and have the Payment pending status. If the order isn't paid by the due date, then the order status becomes Overdue.

Steps:

1. From your Shopify admin, go to Orders.

2. Click the order that you want to add payment terms for.

3. In the Payment pending section, click ..., and then click Add payment terms.

4. From the Payment terms drop-down menu, select a payment term for your order.

5. Click Save.

Edit or remove payment terms from an order

If an order has payment terms, then you can edit or remove payment terms.

Steps:

1. From your Shopify admin, go to Orders.

2. Click the order that you want to edit payment terms for.

3. In the Payment pending section, click ..., and then click Edit payment terms.

4. Edit or remove payment terms:

   • To edit payment terms, from the Payment terms drop-down menu, select a different payment term, and then click Save.
   • To remove payment terms, click Remove 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.

Steps:

1. From your Shopify admin, go to Orders.

2. Click the order that you want to send an invoice for.

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.

Sending a payment request for a specific fulfillment

For orders with Due on fulfillment payment terms and multiple fulfillments, you can send a payment request for each fulfillment as you ship items. This lets you collect payment faster for orders that ship in multiple parts, such as pre-orders, seasonal drops, or orders with items that have different availability dates.

Considerations for sending a payment request for a specific fulfillment

Before you send a payment request for a specific fulfillment, review the following considerations:

• You can send payment requests only for fulfillments that have been created.
• Payment requests include the cost for line items and applicable taxes. Shipping, fees, and duties are included with the final fulfillment.
• Discounts are applied in the following ways:
  • Item-level discounts are included in the item's subtotal and applied to each fulfillment.
  • Order-level discounts are deducted from the order total and divided evenly across each fulfillment.
  • Shipping discounts are captured during the final fulfillment.
• An order-level deposit collected at order creation is applied to the first payment request that you send.
• If an order has a deposit with a pending payment, then mark the deposit as paid before you fulfill items and send additional payment requests.
• Review the following payment capture considerations for this feature:
  • This feature is supported for orders that are created with Automatically at checkout or Manually selected in your payment capture settings.
  • Orders created with fulfillment-based automatic capture, such as Capture per fulfillment or Capture when the entire order is fulfilled, aren't supported.
  • Changing payment capture settings after order creation doesn't activate this feature for existing orders.
  • B2B orders are supported regardless of payment capture settings.
• You can apply Due on fulfillment payment terms after order creation when the order doesn't have any fulfillments.

Send a payment request for a specific fulfillment

You can send a payment request for a specific fulfillment directly from your Shopify admin. When you send a payment request for a fulfillment, your customer receives an email with a link to pay for that specific fulfillment. Your customer can pay each fulfillment separately using any payment method available in your store.

Note

Customers can view and pay individual payment requests in their customer accounts, but only when a payment request has been sent from the Shopify admin. For orders with multiple fulfillments where payment requests haven't been sent, customers can pay only for the full order.

Steps:

1. From your Shopify admin, go to Orders.

2. Click the order that you want to send a payment request for.

3. In the Payment pending section, click Send invoice.

4. Click the fulfillment that you want to send a payment request for.

5. Enter the message that you want to include in the payment request.

6. Click Review invoice.

7. Review your email, and then click Send invoice.

Accept payment for an order pending payment

You can change the payment status on most orders from Payment pending to Paid with one of the following methods:

• Mark as paid - Use when you've already received payment for the current order, or when you're importing a past order from another platform into your Shopify admin. The received amount isn't captured again by your payment provider. An order confirmation email is sent to the customer.
• Pay by credit card - Use when you have the billing information of your customer or when your customer is available to enter it directly. This payment method is only available with Shopify Payments.

If the order is in Pending payment status and the customer used a different payment method than a credit card, then you might be unable to mark the order as paid. Learn more about orders with pending payments.

If your payment provider supports multiple payments, then you can capture partial payments up to the total order amount. Otherwise, you can collect only the total amount of the order.

Steps:

1. From your Shopify admin, go to Orders.

2. From the Orders page, click order number.

3. In the Payment 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.

Set payment reminders

You can use the payment reminders feature to automatically send your customer a scheduled payment reminder email for an order that has payment terms assigned. You can create up to five payment reminders. Payment reminders can be set to the payment due date, or up to 30 days after the due date.

Note

Payment reminders aren't sent for orders with purchase options such as subscriptions, preorders, or try before you buy.

Steps:

1. From your Shopify admin, go to Settings > Notifications.

2. In the Orders section, in the Payment reminder section, click Manage payment reminders.

3. Click Add payment reminder.

4. Choose when you want to send a payment reminder email by selecting one of the following options:

   • On due date
   • When payment is overdue

5. Choose how many days after the due date you want to schedule your reminder for, if applicable.

6. Click Turn on.