Payment authorization or collection
Downpay offers multiple ways to collect or authorize payment for the remaining balance on existing orders.
Merchant payment collection options
Collect payment automatically with Shopify Flow
Collect payment per order
Collect payment in bulk
Collect payment with the Downpay API
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.
The payment due date is set up when creating a purchase option in Downpay. This date can be used to collect payment automatically from the card on file.
Trigger: Use Payment schedule is due trigger found under the Shopify Admin API section of Flow.
Action: Use Collect remaining payment action found under the Downpay section of Flow.
This Shopify Flow workflow will only collect payment on Downpay created orders.
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.
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Customers can pay the remaining balance from the Shopify order status page.
They will need to click View Order in their order confirmation email. This will bring them to the order status page.
They can click Pay now to complete their payment.
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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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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
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.
Collect payment on payment due date
The payment due date is set up when creating a purchase option in Downpay. This date can be used to collect payment automatically from the card on file.
Trigger: Use Payment schedule is due trigger found under the Shopify Admin API section of Flow.
Action: Use Collect remaining payment action found under the Downpay section of Flow.
This Shopify Flow workflow will only collect payment on Downpay created orders.
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.
Jump to top
Customers complete balance payment
Customers can pay the remaining balance from the Shopify order status page.
They will need to click View Order in their order confirmation email. This will bring them to the order status page.
They can click Pay now to complete their payment.
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: 18/04/2024
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