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Topic
Posts:
1
December 27, 2016

Draft Order accept partial payment

I don't think we are the only ones on the planet with this issue.  Okay, here's the breakdown:

  1. Create a draft order - email to client
  2. Client makes a "partial payment" with a check
  3. Want to move draft order to active orders
  4. Cannot find a way to accept partial payment to order
  5. Winding up cancelling draft order and create a new order 
  6. With new order I have ability to accept a partial payment

I like being able to send client an invoice but unable to figure out how to accept partial payment via draft order.

What am I missing?  We are a service provider as well using the POS.  I want to be able to move a draft order to active order and accept a partial payment.

Okay, that's my story, any suggestions would be great.  Thanks.

i
Replies
Shea Shopify Employee
Posts:
6
December 29, 2016

Hey Dennis,

My name is Shea & I work on the support team here at Shopify.

Indeed you're correct that I have come across this a few times within our support channels. As a workaround, you could send the customer a custom order with an invoice titled something like "downpayment", then again send them another draft order of the product with the amount owed again. This functionality is designed to not accept partial payments, due to the fact that once the customer has paid X amount there will be no way to make a payment of Y amount as the total. You can, however, accept partial payments if you're using the POS as you can see here.

I'm going to submit this as a feature request to our product team & fully bounce it off of them the full reason why we do not have this capability in the draft order section. I'll see what I can come up with in the next while in regards to further details.

 

Cheers,

Shea

Posts:
1
April 05, 2017
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1
upvotes

Hi Shea!

Any updates on the issue raised? Would really be great to have that partial payment especially for us in Brunei when e-payment channels are either very limited or very expensive. Most pre-orders come from Bank Transfers, Cheques or Cash. 

Thanks!

Firdaus 

Posts:
1
April 11, 2017
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4
upvotes

I am also interested in being able to take partial payments or deposits on draft orders before making them active. Then collecting final payment before shipping. This is especially important to my wholesalers. I am not interested in workarounds as they are too messy for my production and accounting team to track. 

Posts:
3
May 10, 2017
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4
upvotes

We are with you here!   If we make a custom order (usually means a large order in our case) where we don't have the amount of inventory in stock, I need to generate an invoice through the system which allows us to accept a deposit.   Not just for our records, but some of our customers are overseas and the email receipt payment link forces the customer to pay the whole amount.   It would be fabulous to send them this payment link, but allow them to change the value.    Otherwise, allow us to specify what percentage of the invoice total value that we need paid with the balance outstanding and a new link created for that amount.

At the moment, we have to send our bank details for the deposit transfer and final payment which is messy.    Put it on the list please Shopify!

Posts:
48
July 03, 2017
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4
upvotes

This should have been a feature right from the beginning.

Plenty of businesses take deposits, run lay-bys and probably other forms of part payment options.

WHY IS THIS NOT IMPLEMENTED YET???

True Talon - Knives and EDC Gear www.truetalon.com
Posts:
1
July 20, 2017
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2
upvotes

Hello all, I  have had this same issue.  One work around i use is when they make a partial payment to me, via paypal, in person or whatever, I discount the payment amount and make reason "payment made".  Then I resend the same draft invoice.  its crude, I know, but the pos works fine too and may be the better option.

Posts:
1
July 26, 2017
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3
upvotes

This is a problem for us, too. When we take a large, custom order, we need to be able to accept a 50% downpayment on the order. I would like for the payment to occur on the order that has the itemized list of products - NOT on a separate order that I have to create for the sole purpose of making a payment. Then, we end up with multiple invoices for one order, which makes things very confusing, and makes it impossible to track product sales. We end up having to delete the initial itemized order, so that it doesn't mess up our accounting. 

Posts:
6
August 11, 2017
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2
upvotes

We're all looking for this functionality!

workarounds end up costing real money due to mistakes: it's happened to us, due to sales tax miscalculation.

please implement!

Posts:
3
August 16, 2017
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2
upvotes

Yes! Shopify please make this a functionality. We print large t-shirt orders and a lot of times the group ordering likes the ability to individually pay their portion of a larger order. This would be a great feature for our customers!!!!!

Posts:
1
August 29, 2017
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2
upvotes

We also need this functionality. For online retailers with higher ticket prices, taking deposits on orders is not uncommon. Come on Shopify, you can see this is something that your customer's need and it shouldn't be that technically difficult to introduce to the platform!

George Member
Posts:
3
October 29, 2017
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2
upvotes

Okay, please make this happen. We are a high end interior design firm and 99% of our order need a 50% deposit. The problem with the pos app is that you can’t do it in draft orders. We all start with draft orders and keep working on those till we are fully happy with the content. Starting with an order makes the system cluttered. So yes please, make it possible to accept partial payment or both order and draft orders. 

Vee Member
Posts:
9
12 months ago
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1
upvotes

Yes, please add this feature. We really need it too.

Posts:
5
10 months ago
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1
upvotes

I'm switching from Volusion to Shopify for most of my goods. But there is one line of products which require payment plans (layaway). Because Shopify can't do this, I'm actually keeping my Volusion store around just for those products. I wish I could bring them over to Shopify, too. But the feature just isn't there.
In Volusion, I can record "offline payments". Every time I enter a payment, the order updates.
Wish Shopify could also do this.

 

Posts:
1
9 months ago
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2
upvotes

I completely agree with George, above. Same situation with one of my stores of needing to take a 50% deposit on a draft order. We have scenarios with building a draft order knowing it will be modified later. May be taking a 50% deposit on the whole order, or a partial payment for some items which require a longer lead time to build or acquire while the remainder of the order is finalized. The customer, however, wants it all on one order. This is probably needed more than has been voiced.

Posts:
1
8 months ago
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1
upvotes

I'm not sure why this was never standard to begin with. As Brett said, this is needed more than it has been voiced. Something as simple as being able to take a deposit on an order or even making payment plans would be something you expect from one of the world's largest eCommerce platforms. Instead, they point us in the direction of Apps which do nothing but run around the situation and more times than not make it extremely messy. 

Posts:
1
5 months ago
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2
upvotes

I am also needing this functionality, along with all the other contributors to this post. We don't need some sort of workaround, we need this partial payment functionality. If this is something that can be done when we create orders on the POS system, why isn't this available when we create orders through the draft order system?

And I agree with what everyone has been saying in this post... This should have been a standard feature from the beginning. When we take large orders we need to be able to take a down payment. We shouldn't have to build up a separate invoice to take a down payment. This looks tacky and will inevitably lead to confusion and unnecessary extra work.

Can someone from Shopify please address this for us?

Posts:
2
5 months ago
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2
upvotes

I haven't seen anything else about this being considered a feature yet in Shopify. I also would like this to be able to take custom orders at a show (50% deposit) and then send a follow-up invoice to collect the remainder upon shipping. 

PrestonH Member
Posts:
5
4 months ago
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1
upvotes

Another vote to implement this feature ASAP. (Seems once a Shopify Employee responds to the initial question or request then subsequent inquiries or comments are generally ignored...)

Posts:
48
4 months ago

(Seems once a Shopify Employee responds to the initial question or request then subsequent inquiries or comments are generally ignored...)

Yes - it's piss poor customer service. If I treated my customers like this I would have no customers........

True Talon - Knives and EDC Gear www.truetalon.com