Collecting and recording partial payments

You can collect and record multiple partial payments for orders with payment terms in your Shopify admin. With partial payments you can offer flexible payment options to your customers, let your customers pay with multiple payment methods on a single order, and collect deposits or upfront payments. You can collect or record partial payments using the following payment methods:

  • vaulted credit card (for B2B customers)
  • new credit card
  • manual payment, such as a bank deposit

When you collect or record a partial payment, you can choose whether to collect a fixed amount or a percentage-based amount. After you record a partial payment for an order, the order status changes to Partially paid and the payment is reflected for your customer in their customer account.

If you create a draft order with payment terms, then it's eligible for partial payments. You don't need to specify the expected payment method when creating a draft order. You can specify the payment method when recording the payment on the order.

Collect a partial payment using a vaulted credit card

If you use B2B, then you can collect a partial payment using vaulted credit cards associated with company locations.

Steps:

  1. From your Shopify admin, go to Orders.

  2. Click the order that you want to collect a partial payment for.

  3. Click Collect payment, and then select the vaulted credit card that you want to charge.

  4. In the Amount section, select Fixed amount or Percentage, and then enter the amount that you want to charge your customer.

  5. Click Charge.

Collect a partial payment using a new credit card

  1. From your Shopify admin, go to Orders.

  2. Click the order that you want to collect a partial payment for.

  3. Click Collect payment > Enter credit card.

  4. In the Amount section, select Fixed amount or Percentage, and then enter the amount that you want to charge your customer.

  5. In the Card number section, enter the credit card details.

  6. In the Billing address enter the billing details or select Same as shipping address.

  7. Click Charge.

Record a manual partial payment

You can record a manual partial payment, such as a bank deposit or cash on delivery. Manual payments aren't captured by Shopify.

If you have manual payment methods configured, then you can select the payment method that you want to record for the partial payment.

Steps:

  1. From your Shopify admin, go to Orders.

  2. Click the order that you want to record a partial payment for.

  3. Click Collect payment > Record payment.

  4. In the Amount section, select Fixed amount or Percentage, and then enter the amount that you charged your customer.

  5. In the Method section, select a manual payment method that you want to record for the partial payment.

  6. Click Record payment.

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