Managing partial payments in Shopify

The REZ Preorder app lets you control how customers pay for preorder items. Either in full or with a partial payment (deposit). This guide explains how payments work, how orders appear in Shopify

Payment Options in Essential Preorder

You can choose between two payment options for preorders:

1️⃣ Full Payment

Best for: standard preorders with immediate payment

• Customers pay 100% of the order amount at checkout

• Order is marked as Paid in Shopify

• ✅ Shopify Payments is NOT required

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2️⃣ Partial Payment (Deposit)

Best for: high-value items or long production times

• Customers pay a downpayment at checkout

• Remaining balance is collected manually in Shopify admin

You can choose how much to collect upfront (a percentage or a fixed amount) and set a date to collect the remaining balance later.

Here is what customer will see on product page:

Customer see on checkout page:

After customers check out (they paid a downpayment), here is what you see on orders:

• Order is marked as Partially Paid

You can then collect remaining balance manually in Shopify admin:

Key settings & notes

• Downpayment can be set to 0 (reserve now, pay later)

• You can set different deposit amounts by creating multiple campaigns

• ✅ Shopify Payments is REQUIRED

• ⚠️ Do NOT use Shopify’s bulk “Capture payment”

  • This does not charge customers

  • It only marks orders as paid (known Shopify issue)

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Orders & Payment Status in Shopify

How orders appear in the Shopify dashboard

Payment Option	Order Status
Full Payment	Paid
Partial Payment	Partially Paid
Partial Payment (0 deposit)	Partially Paid

🔔 Important

• You must collect the remaining balance manually from the order detail page

• This can be done on the due date or anytime before/after

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Fulfillment Best Practices (Deposits Only)

Shopify does not block fulfillment for unpaid balances. We recommend:

• Checking payment status before fulfilling

• Adding order tags, such as:

  • Deposit Paid

  • Balance Due

• Holding fulfillment until the order is fully paid, if required

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Refunds & Cancellations

Refunds for partial payments

• You can refund:

  • Only the deposit

  • Or the full collected amount

• Shopify allows you to cancel any remaining unpaid balance

Non-refundable deposits

• Shopify does not enforce non-refundable deposits

• If needed, clearly state this in:

  • Product descriptions

  • Preorder terms

  • Store policies

Order cancellations

• Customers can cancel preorder items before fulfillment

• This helps maintain transparency and trust

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Reporting & Tracking

Track payment status

Use Shopify’s Orders dashboard filters:

• Partially Paid → deposit collected, balance pending

• Paid → full amount collected

Adding order tags can make tracking easier.

Reporting on partial payments

Shopify doesn’t offer a dedicated partial payment report, but you can:

• Export orders to CSV and filter by payment status

• Use Shopify Analytics to track preorder revenue and trends

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Summary

• Full payment = simple, immediate charge

• Partial payment = flexible, manual balance collection

• Shopify Payments is required for deposits

• Manual tracking is essential for fulfilment and follow-ups