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.
Order tax and shipping charge overview
Orders with partially paid products
Orders with partially paid and pay in full products
Payment due date management
Changing the payment due date on an order
Changing the payment due date for future orders
Order Editing
Removing products from an order
Adding products to an order
Editing a discount on a line item
Editing shipping on an order
Refunds
Refunding shipping
Refunding portions of products
Draft orders
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 fees are deferred on orders that only have partially paid products.
Taxes are charged on the deposit payment at checkout when the cart is mixed with partially paid products and products paid in full.
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.
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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. This date can be used to send payment reminders
Open the order you wish to adjust the payment due date on from the Shopify order index page in the admin.
Scroll down to the payment section where you see Partially Paid and click ... and select Edit payment terms
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, contact us for our beta feature.
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To adjust the payment due date for future orders, simply adjust the date in the Downpay purchase option associated to the corresponding product(s).
Navigate to Downpay and click the purchase option you wish to modify.
Scroll down to the Deferred payment 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 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.
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 amount in order to accomodate 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.
Currently, you can only add custom items to an order. Click Edit at the top right and click Add custom item. The cost of the product will be added to the future balance due.
We encourage merchants to reach out to Shopify and request the feature to add products from their catalog to partially paid orders ie orders with fixed selling plans.
You may send customers an invoice however they do not need to pay off the total right away. The saved credit card is still available on the order with the new updated total and can be be charged later.
Order editing now supports adding and removing a discount per line item on an order.
Order editing now supports adding and removing shipping fees on an order.
Jump to top
Currently Shopify cannot refund just a deposit or just a future payment. The total is treated as one entity and can lead to strange behaviour for orders with deposits. Below are some tips to navigate refunds on Shopify until they made the necessary updates to their refunding system.
When offering discounted shipping, use the Refund Shipping section of the Shopify refund page.
When offering a refund for a portion of the price of the product, use the Summary section of the Refund page to apply a custom refund amount and do not adjust the quantity of the product.
We discourage use of refunding to adjust the quantity of products in an order with deposits as the refund is not deposit or future payment specific and can cause discrepancies such as Paid by Customer not reflecting any refunded amounts and overcharging taxes and having to file a second refund.
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Currently, Shopify does not support deposits or partial payments on draft orders.
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On this page:
Order tax and shipping charge overview
Orders with partially paid products
Orders with partially paid and pay in full products
Payment due date management
Changing the payment due date on an order
Changing the payment due date for future orders
Order Editing
Removing products from an order
Adding products to an order
Editing a discount on a line item
Editing shipping on an order
Refunds
Refunding shipping
Refunding portions of products
Draft orders
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.
Jump to top
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. This date can be used to send payment reminders
Changing the payment due date on an order
Open the order you wish to adjust the payment due date on from the Shopify order index page in the admin.
Scroll down to the payment section where you see Partially Paid and click ... and select Edit payment terms
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, contact us for our beta feature.
Jump to top
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).
Navigate to Downpay and click the purchase option you wish to modify.
Scroll down to the Deferred payment 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.
Jump to top
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
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 amount in order to accomodate 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
Currently, you can only add custom items to an order. Click Edit at the top right and click Add custom item. The cost of the product will be added to the future balance due.
We encourage merchants to reach out to Shopify and request the feature to add products from their catalog to partially paid orders ie orders with fixed selling plans.
You may send customers an invoice however they do not need to pay off the total right away. The saved credit card is still available on the order with the new updated total and can be be charged later.
Editing a discount on a line item
Order editing now supports adding and removing a discount per line item on an order.
Editing shipping on an order
Order editing now supports adding and removing shipping fees on an order.
Jump to top
Refunds
Currently Shopify cannot refund just a deposit or just a future payment. The total is treated as one entity and can lead to strange behaviour for orders with deposits. Below are some tips to navigate refunds on Shopify until they made the necessary updates to their refunding system.
Refunding shipping
When offering discounted shipping, use the Refund Shipping section of the Shopify refund page.
Refunding portions of products
When offering a refund for a portion of the price of the product, use the Summary section of the Refund page to apply a custom refund amount and do not adjust the quantity of the product.
We discourage use of refunding to adjust the quantity of products in an order with deposits as the refund is not deposit or future payment specific and can cause discrepancies such as Paid by Customer not reflecting any refunded amounts and overcharging taxes and having to file a second refund.
Jump to top
Draft Orders
Currently, Shopify does not support deposits or partial payments on draft orders.
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Updated on: 25/04/2024
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