> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://docs.downpay.app/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Deposits and partial payments on draft orders || This feature is in beta, for access, please contact support@hypehound.io # Deposits for draft orders Take a deposit on quotes, phone orders and custom work without sending customers to checkout. Save a card on file to a draft order, then charge the deposit and remaining balance from the order page. # On this page [How it works](#2-how-it-works) [Create the draft order](#2-create-the-draft-order) [Request a payment method](#2-request-a-payment-method) [What your customer sees](#2-what-your-customer-sees) [Get notified when a payment method is added to a draft order](#2-get-notified-when-a-payment-method-is-added-to-a-draft-order) [Charge the deposit](#2-charge-the-deposit) [Shopify Plus: Using Shopify's deposit feature](#2-shopify-plus-using-shopifys-deposit-feature) [Shopify Plus: Charging deposits without Shopify's deposit feature](#2-shopify-plus-charging-deposits-without-shopifys-deposit-feature) [Large orders and failed authorizations](#2-large-orders-and-failed-authorizations) [Considerations](#2-considerations) --- ## How it works 1. You create a draft order with payment due later and turn it into an order. 2. Downpay emails your customer a secure Shopify link to add a payment method. No checkout is needed. 3. Once the card is saved, you use the **Collect partial payment** action to charge the deposit, then the remaining balance when it's due. || If you're not on Shopify Plus, Shopify authorizes the **full order total** before capturing the deposit. Large orders can fail this check. See [Large orders and failed authorizations](#10-large-orders-and-failed-authorizations) before charging. || B2B orders aren't supported. If you sell to B2B customers, [contact us](mailto:support@downpay.app) with your use case so we can submit a feature request to Shopify. | On Shopify Plus? You can also use Shopify's own deposit feature on draft orders with Downpay's saved payment method to charge multiple partial payments. See [Using Shopify's deposit feature](#2-shopify-plus-using-shopifys-deposit-feature) and [Charging deposits without Shopify's deposit feature](#2-shopify-plus-charging-deposits-without-shopifys-deposit-feature). --- [Jump to top](#1-on-this-page) --- ## Create the draft order 1. In your Shopify admin, go to **Orders** > **Drafts** and click **Create order**. 2. Add your products, custom items, discounts and shipping. 3. Assign the customer. 4. Check **Payment due later**, then choose when the balance is due: * **Due on fulfillment** if you want to collect the balance when the order ships. * **A specific due date** if you want to automate the balance charge with Downpay's Shopify Flow actions. 5. When your customer has reviewed the quote and you're ready, click **Create order**. Shopify sends your customer the standard order confirmation email, which may differ from the example below based on your own customizations. ![Shopify order confirmation email for a custom made couch](https://storage.crisp.chat/users/helpdesk/website/-/8/1/f/2/81f235024a249800/shopifyorderconfirmation_1050sp2.png =368x350) --- [Jump to top](#1-on-this-page) --- ## Request a payment method 1. On the order details page, click **More actions**. 2. Under **Apps**, click **Request payment method**. ![More actions menu on the order page showing Request payment method under Apps](https://storage.crisp.chat/users/helpdesk/website/-/8/1/f/2/81f235024a249800/downpayrequestpaymentmethod_1ecll3t.png =720x250) 3. Review the details and click **Send request from the popup modal**. Your customer receives an email with a secure link to add a payment method to the order. ### Customize the request email The email your customer receives is Shopify's **Customer payment method add request** template. To find it, go to **Settings** > **Notifications** > **Customer notifications** > **Accounts and outreach** > **Customer payment method add request**. By default, it looks like this: ![Default Shopify email asking the customer to add a payment method](https://storage.crisp.chat/users/helpdesk/website/-/8/1/f/2/81f235024a249800/shopifyaddpaymentmethodemail_ud99e2.png =484x300) To change the wording or design, edit the template's HTML. || This template can't include order details. Point customers to their order confirmation email or their customer account to review what they're paying for. --- [Jump to top](#1-on-this-page) --- ## What your customer sees When your customer clicks **Add payment method**, they see a secure Shopify page where they enter their card details. ![Shopify page where the customer adds a card for their upcoming order](https://storage.crisp.chat/users/helpdesk/website/-/8/1/f/2/81f235024a249800/customeraddpaymentmethodchecko_r58rfd.png =480x400) After they click **Add**, they see a confirmation. ![Payment method added confirmation screen](https://storage.crisp.chat/users/helpdesk/website/-/8/1/f/2/81f235024a249800/customeraddpaymentmethodconfir_1yber4a.png) --- [Jump to top](#1-on-this-page) --- ## Get notified when a payment method is added to a draft order When a customer adds a payment method to an order, Downpay emails you automatically. The notification goes to the email address in your Downpay settings. ![](https://storage.crisp.chat/users/helpdesk/website/-/8/1/f/2/81f235024a249800/screenshot2026-09-17at124443-p_sm2cuc.png =602x400) To change this email address: 1. In Downpay, go to **Settings**. 2. In the **Account** section, update the email address. 3. Click **Save**. This notification can be disabled from the Downpay settings page. | Want to notify a different address? Use this [Shopify Flow workflow](https://hypehound-public.s3.us-east-1.amazonaws.com/Shopify+Flow+Workflows/Send+internal+email+when+payment+method+has+been+added+to+a+draft+order.flow) to customize who gets notified. --- [Jump to top](#1-on-this-page) --- ## Charge the deposit 1. On the order details page, click **More actions**. 2. Under **Apps**, click **Collect partial payment**. ![More actions menu on the order page showing Collect partial payment under Apps](https://storage.crisp.chat/users/helpdesk/website/-/8/1/f/2/81f235024a249800/downpaychargepartialpayment_517im4.png =800x276) 3. Choose a quick selection percentage or enter a charge amount. 4. Review the charge summary and click **Charge**. When the balance is due, repeat these steps to charge the remaining amount. || If you're not on Shopify Plus, Shopify authorizes the full order total first. If it succeeds, Shopify captures the deposit and releases the rest of the hold. If the customer's card doesn't have enough available credit, the charge fails. ### In the customer account Your customer can log in to their customer account at any time to: * **Pay off the order** using the **Pay now** button. This supports manual payment methods as well as credit cards and PayPal. * **Update their card on file** using Downpay's **Manage order** block, if you've added it to your theme. ![Customer account order page with the Pay now button and Downpay Manage order block](https://storage.crisp.chat/users/helpdesk/website/-/8/1/f/2/81f235024a249800/customerportal_niv4z9.png) | The customer must add their first payment method through the Shopify email. The **Manage order** block can only update a card that's already on file. --- [Jump to top](#1-on-this-page) — ## Shopify Plus: Using Shopify's deposit feature On Shopify Plus, draft orders can require a deposit natively. With this option, your customer pays the deposit through a Shopify invoice first, and you request a payment method afterwards. 1. Create the draft order, add your items and assign the customer. 2. Check **Payment due later** and choose when the balance is due. 3. Check **Require deposit** and enter the percentage to collect. 4. Click **Send invoice**. ||| Once a deposit is required, the **Create order** button changes to **Collect payment**, but there's no card on file to charge yet. Send the invoice instead to charge the deposit. 5. Your customer opens the invoice and pays the deposit. This creates the order. 6. [Request a payment method](#4-request-a-payment-method) so a card is stored on file for the remaining balance. 7. When the balance is due, [charge it](#7-charge-the-deposit) with **Collect partial payment**. | You can only request a payment method after your customer has paid the deposit. --- [Jump to top](#1-on-this-page) --- ## Shopify Plus: Charging deposits without Shopify's deposit feature You don't have to use Shopify's deposit feature. Leave **Require deposit** unchecked and follow the standard steps: 1. [Create the draft order](#3-create-the-draft-order) with payment due later. 2. [Request a payment method](#4-request-a-payment-method). 3. Once the card is on file, [charge the deposit](#7-charge-the-deposit) with **Collect partial payment**. This gives you more flexibility: * **Charge multiple partial payments.** Shopify's deposit feature collects one deposit. With a card on file, you can charge as many partial payments as you need until the order is paid. * **Skip the invoice checkout.** Your customer only adds a card. They don't need to complete a checkout to get started. --- [Jump to top](#1-on-this-page) --- ## Large orders and failed authorizations | This section applies to stores that aren't on Shopify Plus. On large orders, the customer's card may not have enough available credit for Shopify to authorize the full total, even though you only want to charge a deposit. To work around this, temporarily discount the order by the remaining balance amount so the order total equals the deposit. In this example, a $1,500 custom ring needs a 30% deposit. 1. On the order details page, click **Edit**. 2. Apply a 70% discount to the ring. The order total is now $450. 3. Uncheck **Send invoice to customer**, then click **Update order**. ||| Always uncheck **Send invoice to customer**. The discount is temporary and your customer shouldn't receive an invoice for it. 4. Click **More actions** > **Collect partial payment**, select **100%** and click **Charge**. This collects the $450 deposit. 5. Once the charge succeeds, click **Edit** again and remove the discount so the order total matches the real balance. 6. When the balance is due, click **More actions** > **Collect partial payment**, select **100%** and click **Charge** to collect the remaining $1050. || Don't skip step 5. If the discount stays on the order, the order total won't match what your customer owes and you won't be able to collect the rest. --- [Jump to top](#1-on-this-page) — ## Considerations * **Full authorization on non-Plus stores.** Shopify authorizes the full order total before capturing a deposit. Use the [discount workaround](#2-large-orders-and-failed-authorizations) for large orders. * **Full authorization on non-Plus stores.** Shopify authorizes the full order total before capturing a deposit. Use the [discount workaround](#2-large-orders-and-failed-authorizations) for large orders. * **Temporary discounts.** When using the workaround, always uncheck **Send invoice to customer** and remove the discount after the deposit is collected. * **Request email content.** The payment method request email can't show order details. Reference the order confirmation email or customer account instead. * **First card on file.** Customers must add their first card through the Shopify email. The **Manage order** block only updates an existing card. * **Automating the balance.** Set a specific due date on the draft order if you want to automate balance collection with Shopify Flow. * **B2B orders.** B2B orders aren't supported. [Contact us](mailto:support@downpay.app) with your use case so we can submit a feature request to Shopify. --- [Jump to top](#1-on-this-page)