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.

Email an order invoice to a customer

You can email 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 email 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 email.

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

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 with 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 information and credit card credentials, and then click Charge.

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