Partial payment for bespoke products, phone orders and invoices
Learn how to sell bespoke products with deposits using hidden product pages on the Shopify online store.
Sell Bespoke products with deposits on Shopify
Overview
Hide products from store search and Google
Create a hidden product with a deposit
Share the product page
Phone orders
Creating invoice from an abandoned cart
Many brands on Shopify selling bespoke designs for their products. Products such as custom made wedding dresses, engagement rings or other jewelry are high value products that benefit from an upfront deposit before work begins.
Due to Shopify currently only supporting partial payment on the online storefront, this guide with take you through how to set up deposits for bespoke products on hidden product pages on your online store. This workflow is used by many Downpay customers to sell jewelry or custom made bespoke products on Shopify as a way to avoid using draft orders which do not support deposits.
There are three main steps to enabling bespoke deposit products.
Hiding the product page in order to avoid other customers finding the product
Creating a bespoke product page and enabling a deposit
Sharing the product page with the customer in order to receive a deposit
Currently, there is no way to hide a product from the Related Products* theme section.
A custom product metafield can be used to hide specific product pages. This metafield will be displayed in the Shopify Admin on the product pages where you will be able to enable the hide functionality.
Click Settings in the Shopify Admin.
Click Custom data from the left hand column of the settings.
Click Products under the Metafield definitions section.
Click Add definition
Set the Name field to "Hidden Product" or similar.
Set the Namespace and key to "seo.hidden".
Set the Description to "Hide product from search" or similar to remind you what this metafield is for.
Choose Integer metafield type.
Click Save to finish setup.
This metafield can now be viewed and set on a product page's Metafields section.
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This section will cover how to create a bespoke product with a deposit.
Create a new product in Shopify that will be your bespoke product.
Set a product tag such as downpay on the product.
Set the Hidden product metafield to 1.
Click Save to finish product setup.
This section assumes you have already enabled the theme blocks for Downpay.
Navigate to the Downpay app from the left column menu in the Shopify Admin.
Click the Create purchase option button in the top left.
Set the name field to "Bespoke deposit" or similar. This will be used as an order tag as well.
Select Tags as the product selection type and find downpay. If it does not appear, wait a few more moments for Downpay to sync tags.
Set the deposit amount and type.
Set a payment due date. If you'd like to create one purchase option and reuse it for all bespoke products you sell, set the type to Number of days after checkout and 90 days. Use the date modification guide to adjust the language on checkout to not include the exact date.
Click Save to finish setup.
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Preview your product to make sure it looks correct, displays a deposit and does not appear in search.
Once you're ready, use the Share button found on the product page to share the product listing with your customer so they can checkout and pay the deposit.
After a customer completes checkout for the product, you will receive a partially paid order on Shopify and you may archive or delete the product page as desired.
Jump to top
For phone orders with credit cards, simply checkout customers on your website.
The order will be placed on their behalf and you'll be able to send an invoice or charge the card for the remaining balance when you need to.
If you do not want to display Downpay deposits to all on your online store for this workflow, it is possible to limit the deposit option to only show for certain customers by customer tag. An example is making the deposit option only show to your sales team. Learn more
Shopify draft orders currently do not support partial payment. As a workaround, this workflow may work for your business in order to support taking a deposit without making duplicate draft orders that cause accounting and sales reporting issues.
On this page:
Sell Bespoke products with deposits on Shopify
Overview
Hide products from store search and Google
Create a hidden product with a deposit
Share the product page
Phone orders
Creating invoice from an abandoned cart
Sell bespoke products with deposits on Shopify
Overview
Many brands on Shopify selling bespoke designs for their products. Products such as custom made wedding dresses, engagement rings or other jewelry are high value products that benefit from an upfront deposit before work begins.
Due to Shopify currently only supporting partial payment on the online storefront, this guide with take you through how to set up deposits for bespoke products on hidden product pages on your online store. This workflow is used by many Downpay customers to sell jewelry or custom made bespoke products on Shopify as a way to avoid using draft orders which do not support deposits.
There are three main steps to enabling bespoke deposit products.
Hiding the product page in order to avoid other customers finding the product
Creating a bespoke product page and enabling a deposit
Sharing the product page with the customer in order to receive a deposit
Currently, there is no way to hide a product from the Related Products* theme section.
Hide products from Shopify search and Google
A custom product metafield can be used to hide specific product pages. This metafield will be displayed in the Shopify Admin on the product pages where you will be able to enable the hide functionality.
Click Settings in the Shopify Admin.
Click Custom data from the left hand column of the settings.
Click Products under the Metafield definitions section.
Click Add definition
Set the Name field to "Hidden Product" or similar.
Set the Namespace and key to "seo.hidden".
Set the Description to "Hide product from search" or similar to remind you what this metafield is for.
Choose Integer metafield type.
Click Save to finish setup.
This metafield can now be viewed and set on a product page's Metafields section.
Jump to top
Create a hidden product page with a deposit
Create a product
This section will cover how to create a bespoke product with a deposit.
Create a new product in Shopify that will be your bespoke product.
Set a product tag such as downpay on the product.
Set the Hidden product metafield to 1.
Click Save to finish product setup.
Create a deposit plan in Downpay
This section assumes you have already enabled the theme blocks for Downpay.
Navigate to the Downpay app from the left column menu in the Shopify Admin.
Click the Create purchase option button in the top left.
Set the name field to "Bespoke deposit" or similar. This will be used as an order tag as well.
Select Tags as the product selection type and find downpay. If it does not appear, wait a few more moments for Downpay to sync tags.
Set the deposit amount and type.
Set a payment due date. If you'd like to create one purchase option and reuse it for all bespoke products you sell, set the type to Number of days after checkout and 90 days. Use the date modification guide to adjust the language on checkout to not include the exact date.
Click Save to finish setup.
Jump to top
Share the product page
Preview your product to make sure it looks correct, displays a deposit and does not appear in search.
Once you're ready, use the Share button found on the product page to share the product listing with your customer so they can checkout and pay the deposit.
After a customer completes checkout for the product, you will receive a partially paid order on Shopify and you may archive or delete the product page as desired.
Jump to top
Phone orders
For phone orders with credit cards, simply checkout customers on your website.
The order will be placed on their behalf and you'll be able to send an invoice or charge the card for the remaining balance when you need to.
If you do not want to display Downpay deposits to all on your online store for this workflow, it is possible to limit the deposit option to only show for certain customers by customer tag. An example is making the deposit option only show to your sales team. Learn more
Create invoices
Shopify draft orders currently do not support partial payment. As a workaround, this workflow may work for your business in order to support taking a deposit without making duplicate draft orders that cause accounting and sales reporting issues.
Updated on: 12/11/2024
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