Deposits and partial payments in Cleverific
You can use Cleverific's Advanced Mode to handle partial payments and deposits by applying an order discount. This article will show you how.
Note: When editing in Advanced Mode, your original order will be canceled and superseded by a "save as" edited version.
Create an order with a deposit or partial payment
First, you'll need to discount the total amount of the order to collect the deposit or partial payment.
Steps
- In your Shopify order list, open the order for which you'd like to collect a partial payment or deposit. Its financial status should be Payment pending.
- On the order page, click More Actions > Edit Order.
- Make sure your editor is in Advanced Mode.
- In the order discount section, enter a discount percentage or flat amount to apply to the total amount, which will result in the deposit/partial payment amount.
- Click Save, then click Send Payment Request.
- When your customer pays the partial payment/deposit, ensure the payment is captured.
Collect the remaining balance of your order
To collect the remaining amount, you can remove the discount from the order.
Steps
- In your Shopify order list, open the edited order for which you've collected the deposit/partial payment. Its financial status should be Partially paid.
- On the order page, click More Actions > Edit Order.
- Make sure your editor is in Advanced Mode.
- In the order discount section, remove the discount from your order.
- Click Save, then click Send Payment Request.
- When your customer pays the outstanding amount, ensure the payment is captured.
Please don't hesitate to contact support@cleverific.com if you have any questions!