Does Collect payment charge the customer's card?
No. Collect payment in the OrderPilot app records money already received, such as cash, a check or a bank transfer.
On a draft, recording full payment also creates the Shopify order. To charge through Shopify, send the customer a payment link or use Take Payment on Shopify POS.
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People also ask
From other topicsWhy is By weight greyed out when I add a charge?
By weight is unavailable because purchase orders do not record unit weights. Choose By value, By quantity or Manual instead.
A value split needs known vendor costs; a manual split needs all shares to add up to the charge. Check the allocation preview before saving.
Open its own pageFull guide: Add freight, duty and other costs to a purchase order
Can I charge duty to one option instead of the whole sofa?
Yes. In Add charge, choose Specific items or options and select the option the charge covers.
Review the allocation and Landed / unit before saving. Assigning a charge to a fabric option changes that option's cost without spreading it across the rest of the sofa.
Open its own pageFull guide: Add freight, duty and other costs to a purchase order
Does OrderPilot process our customers' card payments?
Customer checkout payments go through Shopify, with OrderPilot tracking the payment result and remaining balance. Payment links open the relevant Shopify checkout, and showroom payments use Shopify POS.
Staff can also record money received elsewhere, such as a bank transfer. Recording a payment in OrderPilot does not charge the customer's card.
Do payments and fulfillment recorded in Shopify update OrderPilot?
Yes, Shopify sends payment, fulfillment, refund and cancellation updates back to linked OrderPilot sales. Staff can follow the customer sale without entering those events twice.
Updates are processed in the background, so check the sync and payment states before continuing. A customer signature, payment and delivery are separate facts about the sale.
Open its own pageFull guide: How OrderPilot syncs with Shopify