Payment authorization or collection
Downpay offers multiple ways to collect or authorize payment for the remaining balance on existing orders.
Warning: Do not use the Capture Payment button found on Shopify's order list. This button will not attempt a charge to the card that Downpay stores on file and instead will mark an order as paid and close it.
Merchant payment collection options
Collect payment automatically with Shopify Flow
Collect payment per order
Collect payment in bulk
Collect payment with the Downpay API
Mark an order as paid when collecting outside Shopify
Customers complete balance payment
Send invoice
Send a payment reminder
Merchant payment authorization workflows
Authorize payment automatically with Shopify Flow
Downpay supports Shopify Flow which can be used to automatically collect payment based on specific triggers. Read about the Downpay Shopify Flow triggers and actions and downloadable workflows.
Open the order from the Shopify orders page.
Locate the Collect payment button inside the payment breakdown box.
Click Collect payment and choose the payment method you wish to collect from. Confirm the charge in the next screen.
The order's payment status will now be Paid.
This feature is in beta, please contact us over chat or email if you'd like to try it out before release!
Get started with the Downpay API.
Remaining balances on orders placed with Downpay can be marked as paid when receiving payment using a manual payment method like a wire transfer. No email notification or receipt is sent when making an order as paid.
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Customers can pay the remaining balance if you add a Pay Now button to your order email confirmations.
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All non-multicurrency stores can send invoices to customers directly from an order in the Shopify admin.
Review Shopify's send an invoice to a customer guide to use this feature.
Invoices are not draft orders. Draft orders are not compatible with deposits on the Shopify platform.
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Payment reminders can be sent to customers on or after their payment due date. This reminder will send them an email notification with a Pay Now button that will take them to checkout to complete their balance payment.
To set up Payment Reminders, review the reminders section of our customer communication page.
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Authorization, also known as pre-authorization or a credit card hold, is an approval from the credit card issuer that confirms that the cardholder has sufficient funds to cover the cost of a transaction.
When selling products that are shipping before they are fully paid, or rentals that require an incidentals hold, we always recommend authorizing the remaining balance in order to avoid issues with payment capture due to insufficient funds, expired, or cancelled cards.
This Shopify Flow workflow will only authorize payment on Downpay created orders.
The Downpay Shopify Flow action will authorize the remaining balance of an order. The length of the authorization varies based on the payment provider and Shopify Plan. Learn more about authorization on Shopify.
Some trigger examples to use with this action include: Order created or order fulfilled
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Warning: Do not use the Capture Payment button found on Shopify's order list. This button will not attempt a charge to the card that Downpay stores on file and instead will mark an order as paid and close it.
On this page:
Merchant payment collection options
Collect payment automatically with Shopify Flow
Collect payment per order
Collect payment in bulk
Collect payment with the Downpay API
Mark an order as paid when collecting outside Shopify
Customers complete balance payment
Send invoice
Send a payment reminder
Merchant payment authorization workflows
Authorize payment automatically with Shopify Flow
Merchant payment collection workflows
Collect payment automatically with Shopify Flow integration
Downpay supports Shopify Flow which can be used to automatically collect payment based on specific triggers. Read about the Downpay Shopify Flow triggers and actions and downloadable workflows.
Collect payment per order
Open the order from the Shopify orders page.
Locate the Collect payment button inside the payment breakdown box.
Click Collect payment and choose the payment method you wish to collect from. Confirm the charge in the next screen.
The order's payment status will now be Paid.
Collect payment in bulk
This feature is in beta, please contact us over chat or email if you'd like to try it out before release!
Collect payment with the Downpay API
Get started with the Downpay API.
Mark an order as paid when collecting outside Shopify
Remaining balances on orders placed with Downpay can be marked as paid when receiving payment using a manual payment method like a wire transfer. No email notification or receipt is sent when making an order as paid.
Jump to top
Customers complete balance payment
Customers can pay the remaining balance if you add a Pay Now button to your order email confirmations.
Jump to top
Send invoice
All non-multicurrency stores can send invoices to customers directly from an order in the Shopify admin.
Review Shopify's send an invoice to a customer guide to use this feature.
Invoices are not draft orders. Draft orders are not compatible with deposits on the Shopify platform.
Jump to top
Send a payment reminder
Payment reminders can be sent to customers on or after their payment due date. This reminder will send them an email notification with a Pay Now button that will take them to checkout to complete their balance payment.
To set up Payment Reminders, review the reminders section of our customer communication page.
Jump to top
Merchant payment authorization workflows
Authorization, also known as pre-authorization or a credit card hold, is an approval from the credit card issuer that confirms that the cardholder has sufficient funds to cover the cost of a transaction.
When selling products that are shipping before they are fully paid, or rentals that require an incidentals hold, we always recommend authorizing the remaining balance in order to avoid issues with payment capture due to insufficient funds, expired, or cancelled cards.
Authorize payment automatically with Shopify Flow integration
This Shopify Flow workflow will only authorize payment on Downpay created orders.
The Downpay Shopify Flow action will authorize the remaining balance of an order. The length of the authorization varies based on the payment provider and Shopify Plan. Learn more about authorization on Shopify.
Some trigger examples to use with this action include: Order created or order fulfilled
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Updated on: 20/11/2024
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