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> Fetch the complete knowledge base index at: https://docs.downpay.app/sitemap.xml
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# Deposit order management

You can make several adjustment to an order that has been placed with a Downpay purchase option such as editing the payment due date, shipping fee, or refunding.
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###### On this page:

[Order statuses](#1-order-statuses)
* [Paying statuses](#2-payment-statuses)
* [Fulfillment statuses](#2-fulfillment-statuses)

[Order tax and shipping charge overview](#1-order-tax-and-shipping-charge-overview)
* [Orders with partially paid products](#2-orders-with-partially-paid-products)
* [Orders with partially paid and pay in full products](#2-orders-with-partially-paid-and-pay-in-full-products)

[Payment due date management](#1-payment-due-date-management)
* [Changing the payment due date on an order](#2-changing-the-payment-due-date-on-an-order)
* [Changing the payment due date for future orders](#2-changing-the-payment-due-date-for-future-orders)

[Order Editing](#1-order-editing)
* [Removing products from an order](#2-removing-products-from-an-order)
* [Adding products to an order](#2-adding-products-to-an-order)
* [Editing a discount on a line item](#2-changing-a-discount-on-a-line-item)
* [Editing shipping on an order](#2-editing-shipping-on-an-order)

[Cancellations and Refinds](#1-cancellations-and-refunds)
* [Refunding shipping](#3-refunding-shipping)
* [Refunding portions of products](#3-refunding-a-portion-of-products)

[Draft orders](#1-draft-orders)
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# Order statuses

## Payment statuses

There are several payment statuses you may see with Downpay orders.

* Partially Paid - When an order has been partially paid at checkout
* Pending Payment - When an order had a 0$ deposit at checkout
* Authorized - When an authorized hold has been placed on the card on file (Holds guarantee balance can be collected. They last 7 days on non Shopify Plus plans)
* Paid - When the full total of the order has been collected

## Fulfillment statuses

There are several fulfillment statuses you may see with Downpay orders

* On hold - When using `Days after checkout` or `On fulfillment` for setting the remaining balance due date.
* Scheduled - When using `On a specific date` for setting the remaining balance due date. This fulfillment status will automatically move to the `Unfulfilled` status on the specified date.
* Unfulfilled - When an item in the order is able to be fulfilled, or when `On hold` have been disabled in Downpay.
* Partially fulfilled - When an item in the order has been unfulfilled

|| When you release a hold manually, Shopify will show a pop-up saying the hold was placed by an app and releasing it may breach your agreement. This is wording Downpay doesn't control and you can release the hold. It's not breaching your agreement with Downpay.

### Disabling the On Hold status

If you'd like to have all of your orders to come into Shopify as `Unfulfilled` instead of `On hold`, you can choose one of the following options:

1. Enable a Shopify Flow to release holds as orders get created.

![](https://storage.crisp.chat/users/helpdesk/website/-/8/1/f/2/81f235024a249800/screenshot-2025-08-04-at-83740_pbqq4v.png)

2. Set Downpay's shipping setting to `Charge one price for shipping`. This option is useful when you also want to ensure that products purchased with Downpay do not charge extra shipping fees.

![](https://storage.crisp.chat/users/helpdesk/website/-/8/1/f/2/81f235024a249800/screenshot-2025-08-04-at-83343_yc29gr.png =1909x400)

# Order tax and shipping charge overview

## Orders with partially paid products

### Taxes

Taxes are deferred on orders that only have partially paid products. In countries where tax is adding to the product, taxes are charged upfront. 

### Shipping

Shipping fees are deferred on orders that only have partially paid products.

## Orders with partially paid and pay in full products

### Taxes

Taxes are charged on the deposit payment at checkout when the cart is mixed with partially paid products and products paid in full.

### Shipping

Shipping is charged on the deposit payment at checkout when the cart is mixed with partially paid products and products paid in full.

|| For Shopify stores that are not set to multicurrency, order editing can be used to [edit shipping cost on orders](#2-editing-shipping-on-an-order).
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# Payment due date management

The payment due date is set in Downpay when creating purchase options. This date is used to define when the order's remaining balance is due. 

||| By default, Downpay does not automatically collect payment on this date. The enable this feature, [use our payment collection using Shopify Flow guide](https://docs.downpay.app/en/article/kk9ihv/#2-collect-payment-automatically-with-shopify-flow-integration). This date can be used to send [payment reminders](/en/article/payment-reminders-1ksn7a0/)

## Changing the payment due date on an order

### Manually

1. Open the order you wish to adjust the payment due date on from the Shopify order index page in the admin.

2. Scroll down to the payment section where you see **Partially Paid** and click **...** and select **Edit payment terms**

![](https://storage.crisp.chat/users/helpdesk/website/81f235024a249800/screenshot2024-09-16at90651-am_1tbzh5d.png)

3. Set the new date using the **Fixed date** Payment term and click **Save**.

||| Shopify currently only supports one future payment date and one balance collection. For partial payment collection the remaining balance, learn about our [partial pay beta feature](https://docs.downpay.app/en/article/collect-partial-payment-on-deposit-orders-1mz38yb/).
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## Changing the payment due date for future orders

To adjust the payment due date for future orders, simply adjust the date in the Downpay purchase option associated to the corresponding product(s).

1. Navigate to Downpay and click the purchase option you wish to modify.
2. Scroll down to the **balance due date** section and set a new date or days after checkout.

||| If you would like to change the date type, please create a new purchase option in Downpay.
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# Order editing

Order editing is available for most stores on Shopify. Currently some of the Shopify order editing functionality is not compatible with partial payments. Below are ways to manage certain scenarios with these limitations.  

## Removing products from an order

${youtube}[Removing products from an order](reaRYfnOZi8)

Navigate to the specific order you need to modify, click **Edit** at the top right and click **adjust quantity** and use the down arrow to lower the quantity. Shopify will modify the future payment balance to reflect the new quantity.

|| Shopify will not refund the deposit for the item that was removed, instead they will use the funds to pay off a portion of the future payment and issue a refund if the deposit is greater than the remaining due amount.

||| Fulfilled items can’t be edited.

## Adding products to an order

### Add items to an order. 

1. Navigate to the order you wish to edit

1. Click `Edit` at the top right and add items from your catalog or using the `custom items` button. The cost of the product will be added to the future balance due. 

## Adding a discount on a line item

Order editing now supports [adding discount per line item on an order](https://help.shopify.com/en/manual/orders/edit-orders#apply-discounts-to-an-item-on-an-order). 

## Changing a discount on a line item

* If the discount was attached using order editing, simply adjust the discount with the `Edit discount` option in order editing in the Shopify admin.

* If the discount was attached at checkout by the customer, you can delete the product that had the discount and re-add it to the order with a different discount.

## Editing shipping on an order

Order editing now supports [adding and removing shipping fees on an order](https://help.shopify.com/en/manual/orders/edit-orders#add-shipping).
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# Cancellations and Refunds

## Cancellations

Unfulfilled Downpay orders can be cancelled in the Shopify admin using the standard `More Actions` option `Cancel order` button. Cancellations will remove the card on file for a given order to prevent accidental charges.

Optionally, you may want to allow customers to cancel their own orders. This can be done through the [Downpay customer order portal](https://docs.downpay.app/en/article/w9aqaa/#1-setting-up-the-order-management-customer-portal) and enabling customer cancellations..

If you are using Downpay Shopify Flow actions like collect or authorize balance, these will not trigger on cancelled orders. 

## Refunds

Currently Shopify cannot refund just a deposit or just a future payment. The total, including the deposit, balance and taxes, is treated as one entity. Below are some tips to navigate refunds on Shopify.

### Refund a specific deposit product

If a customer wishes to cancel one of the products they preordered, we recommend using `order editing` and decrementing the quantity of the item.  No refund will be given, however the remaining balance will be recalculated and lowered to account for the removed product and the deposit that was already paid. 

#### Tax implications when refunding

When removing a product using order editing, the tax will also be removed from the remaining balance.

### Refunding shipping

When refunding shipping, `Refund Shipping` section of the Shopify refund page.

### Refunding a portion of products

When offering a refund for a portion of the price of the product, we recommend using `order editing` to apply discounts which will decrease the remaining balance due. 

If this is not an option due to other discount codes being on the order, use the `Summary` section of the Refund page to apply a custom refund amount.

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# Draft Orders

|| This feature is in beta. For access, please contact support@hypehound.io.

You can create a draft order with payment due later, send your customer a secure link to add a card, then charge the deposit and the balance from the order page. [Instructions are available here](https://docs.downpay.app/en/article/deposits-and-partial-payments-on-draft-orders-uz0vsv/).

Downpay's [Checkout Links integration](https://docs.downpay.app/en/article/checkout-links-integration-setup-jigw7/) may also meet your specific needs.

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