Take a Deposit, Then Collect the Rest

Charge part of the price when customers book, then send an invoice for the rest or mark it paid

Available onPro Plusand higherUpdated 2 min read
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With a deposit, customers pay part of the price when they book, such as 50%. You collect the rest later, by invoice or in person. This needs the Pro Plus plan or higher.

How it works

  1. At checkout, the deposit shows as a discount. A $200 service with a 50% deposit costs the customer $100.
  2. Shopify creates an order for the deposit.
  3. Later, you send an invoice for the other $100 from the booking, or mark it as paid.

Turn on deposits

  1. On the Dashboard, open the service.
  2. On the General tab, in Payment Options, choose Pay to book.
  3. In Require a deposit, turn on the switch.
  4. Under How much deposit do you want to charge?, choose:
    • Percentage of the event/service price — for example, type 50 for half.
    • Fixed amount — for example, $25. It must be less than the price.
  5. Type a Deposit label, up to 20 characters, such as "Deposit". Customers see it at checkout.
  6. Click Save in the bar at the top of the page.
Note:

Shopify shows the deposit at checkout as a discount, with the words "Total savings". Only Shopify Plus stores can change those words.

Collect the rest

  1. Click Bookings in the app menu and open the booking. It has a Paid Deposit label.
  2. Choose one:
    • Send invoice — the app makes a Shopify draft order for the rest and emails the customer an invoice. They pay online.
    • Mark as Paid — if the customer paid another way, such as cash. No Shopify order is made.

The booking then shows one of these:

LabelMeaning
Invoice sentThe invoice was emailed. A link opens the draft order in Shopify.
Paid RemainingThe customer paid the invoice. Links open both orders.
Paid Remaining (Manual)You marked it as paid.

If the customer has not paid, click Send new invoice to send a fresh one.

The invoice email comes from Shopify, not from the app. For group bookings and ticket types, the invoice covers every person and ticket on the booking.

Good to know

  • Refunds are limited to the deposit. If you refund a booking that only paid a deposit, the refund is at most the deposit amount.
  • Add-on products do not work on services that take deposits. See Offer add-on products.
  • Shopify POS does not use deposits. Customers pay in full at the counter.
  • The deposit and the rest are two separate Shopify orders.

Other ways to charge part of the price

Instead of a deposit, you can give the product two variants, such as "Pay in full – $200" and "Deposit – $100", and let customers choose. Or choose Book without payment in Payment Options and collect all of the payment yourself.

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