How to charge the remaining balance on a Shopify order

An order shows Partially paid, the work is done, and the rest of the money is still out there. How you collect it depends on how the deposit was taken in the first place.

If the deposit was a separate product or a draft order

There is no saved card to charge. Your options are to send the customer an invoice from the order (Collect payment, then Send invoice) or to create a new draft order for the balance and email it. The customer has to open the email and pay, and some will take their time.

If the deposit was taken at checkout with a deferred plan

When the deposit comes from a pre-order or deposit selling plan, Shopify stores the customer's payment method with the order. The balance can then be charged to that card without asking the customer to do anything.

Shopify does not run that charge on its own, though. The app that created the plan is responsible for capturing the remaining amount, on the trigger you chose: when the order ships, on a set date, or a number of days after checkout.

What Depozy does with the balance

1. Charged on shipping: the balance goes through within a minute after you fulfill the whole order.
2. Charged on a date or after N days: on the due day, within the hour after 09:00 in your store's time zone.
3. Card declined: Depozy retries after 1, 3 and 7 days and emails the customer a payment link from the second failure.
4. No saved card at all: Depozy has Shopify email the customer an invoice for the balance right away.

Every open balance is listed on one screen, Outstanding balances, where you can also charge one early or send a link by hand.

Before you charge: check the amount

The balance is the order's full outstanding amount, shipping and tax included. If you edited the order after checkout, for example added an item, the balance grows with it. When editing, untick Send invoice to customer unless you want them to pay the new amount right away.

Getting started

Depozy is free for up to 25 deposit orders a month, with every feature. Paid plans are a flat monthly price, with no percentage of your sales.