> ## 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). # 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. --- --- ###### On this page: [Merchant payment collection options](#1-merchant-payment-collection-workflows) * [Collect payment automatically with Shopify Flow](#2-collect-payment-automatically-with-shopify-flow-integration) * [Collect payment per order](#2-collect-payment-per-order) * [Collect or authorize payment in bulk](#2-collect-or-authorize-payment-in-bulk) * [Collect payment with the Downpay API](#2-collect-payment-with-the-downpay-api) * [Mark an order as paid when collecting outside Shopify](#2-mark-an-order-as-paid-when-collecting-outside-shopify) [Customers complete balance payment](#1-customers-complete-balance-payment) [Send invoice](#1-send-invoice) [Send a payment reminder](#1-send-a-payment-reminder) [Merchant payment authorization workflows](#1-merchant-payment-authorization-workflows) * [Authorize payment automatically with Shopify Flow](#2-authorize-payment-automatically-with-shopify-flow-integration) --- --- # Merchant payment collection workflows | Be sure to communicate payment collection timelines to customers to avoid [__chargebacks__](https://getdownpay.com/blog/preventing-and-winning-shopify-chargebacks) or claims that they don't know why they were charged. ## 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](https://docs.downpay.app/en/article/u2eu3f/). The payment details provided at checkout stay on file indefinitely. Payment does not have to be collected by an order due date. A very long wait could mean that a card could be expired or cancelled, however. If that does happen, you can [send an invoice](https://docs.downpay.app/en/article/payment-authorization-or-collection-kk9ihv/?bust=1773082496714#1-send-invoice), but the best approach is to clearly communicate timelines to customers before purchase and while awaiting fulfillment. They can update credit card details themselves if you have set up the Downpay [customer order portal](https://docs.downpay.app/en/article/customer-order-management-w9aqaa/). ## Collect payment per order 1. Open the order from the Shopify [orders page](https://admin.shopify.com/orders). 2. Locate the **Collect payment** button inside the payment breakdown box. ![](https://storage.crisp.chat/users/helpdesk/website/81f235024a249800/screenshot2023-11-16at92012am_jqz6dw.png) 3. 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 or authorize payment in bulk There are two ways to collect payment in bulk for partially paid orders. ### Through the Shopify order list 1. Navigate to the Shopify order index and filter your list of orders to the ones you wish to collect payment for. 2. Select all the orders and click `...` and select `Manage in Downpay`. ![](https://storage.crisp.chat/users/helpdesk/website/-/8/1/f/2/81f235024a249800/screenshot2025-06-22at32655-pm_1ogx85q.png =910x500) ||| Do not use Shopify's Capture Payments button as it will only mark orders as paid and not charge the card Downpay stores. 3. Reselect the orders and click `Collect Payments` ### Through Downpay dashboard 1. Click `More actions` beside the purchase option you wish to collect for and select `Manage payments`. 2. Select the orders you wish to collect balances for and click `Collect Payments` ![](https://storage.crisp.chat/users/helpdesk/website/-/8/1/f/2/81f235024a249800/2025-07-0816-25_1r9mm0f.png =763x500) | For more detailed guide, you can visit [this](https://docs.google.com/document/d/1axDpmFtogigo6B_sCAs-qVfyhysKDIYHKGpz6NgnDUA/edit?tab=t.0#heading=h.6rjvyuzfh71o) URL. ## Collect payment with the Downpay API Get started with the [Downpay API](https://docs.downpay.app/en/article/getting-started-with-the-downpay-api-46887k/). ## 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](#6-on-this-page) # Customers complete balance payment Customers can pay the remaining balance if you add a `Pay Now`button to your order email confirmations. [Learn how to set this up.](https://docs.downpay.app/en/article/modify-date-and-content-display-about-deposits-on-your-theme-13dgsid/#6-add-pay-now-button) --- --- [Jump to top](#6-on-this-page) # Send invoice All non-multicurrency stores can send invoices to customers directly from an order in the [Shopify admin](https://admin.shopify.com/orders). Review Shopify's [send an invoice to a customer](https://help.shopify.com/en/manual/orders/deferred-payments#email-an-order-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](#6-on-this-page) # 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](https://docs.downpay.app/en/article/customer-communication-1ksn7a0/#1-payment-reminders) of our customer communication page. --- --- [Jump to top](#6-on-this-page) # 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](https://help.shopify.com/en/manual/payments/payment-authorization#credit-card-authorization-period). Some trigger examples to use with this action include: Order created or order fulfilled ![](https://storage.crisp.chat/users/helpdesk/website/81f235024a249800/screenshot2024-04-15at35848-pm_1je4oao.png) --- --- [Jump to top](#6-on-this-page)