Set payment terms and place pay-later orders

Before you start

Native deposits use Shopify's subtotal before shipping and tax, rounded down to the cent. Do not substitute the full displayed total when checking that amount.

Set terms in the app

1. 1

   Step 1: Choose payment due later

   In the summary, tick Payment due later. Under Terms, choose the available term.

   Due on receipt, Due on fulfillment, Net terms (listed as Within 30 days and so on, with a Net terms badge) and a fixed date represent different due-date choices.

2. 2

   Step 2: Enter the required date

   For Net terms, enter Issue date. For fixed-date terms, enter Due date.

   Check the date against the agreed arrangement. The selected term and relevant date appear in the form.

3. 3

   Step 3: Add a native deposit

   On Shopify Plus, click + Require deposit and enter Deposit required as a percentage greater than 0 and less than 100.

   The control appears once Payment due later is ticked. Use Remove deposit (the bin beside the field) if the agreement has no deposit.

   

4. 4

   Step 4: Save the sale

   Review the terms, deposit and dates, then save the order. The controls alone do not save the record.

   The saved summary shows the deposit due now and remaining amount due later, where applicable.

Set terms on POS

1. 1

   Step 1: Open Payment Terms

   Tap Add beside Payment Terms and turn Payment due later on.

   The form explains that the customer can pay after placement. Choose the intended arrangement before continuing.

2. 2

   Step 2: Choose the deposit

   Select No deposit, an offered percentage chip, or Other and enter Deposit %. Native deposit entry allows 1% to 99%.

   An item's minimum deposit hides lower chips and No deposit. Its requirement note explains the minimum.

   

3. 3

   Step 3: Apply the term and date

   Choose Select terms, then fill Issue date or Due date as required. Tap Apply Payment Terms.

   The form returns the terms to the sale. Use Save Changes to save them, or Remove to remove saved terms before placement.

   Shopify Plus

   Native deposit percentages and POS Take Deposit require Shopify Plus. Without Plus, you can set terms with no deposit; an existing saved deposit is retained.

Place now and collect later

1. 1

   Step 1: Open app placement

   Choose Create order (pay later) from the ••• menu. When the record has payment terms, Collect payment opens the same dialog. Read Place order, payment pending before you click Create order.

   If the record has a deposit percentage, the dialog explains that both the deposit and remaining balance stay outstanding.

   

2. 2

   Step 2: Confirm app placement

   Click Create order when the arrangement is correct. The completion message identifies the created order.

   No payment is taken by this action. Check the placed order and outstanding balance before requesting payment later.

3. 3

   Step 3: Place through POS

   Set payment due later, choose Other with no amount for no deposit, apply the terms and save. The payment button reads Create Order.

   Review Pickup or Delivery?, where Due now indicates payment due later. Continue with Create Order and complete any required signature.

   

4. 4

   Step 4: Collect when payment is due

   Use Collect a payment for the later balance. Check the sale's actual outstanding amount.

   A placed pay-later order on POS shows Payment due later. Collect Payment Anyway is available when you intend to collect before the scheduled due point.

What happens next

Shopify holds the placed order, and the record logs placement. Payment terms and deposit settings now show as locked.

With a native deposit, checkout asks for the deposit under those terms. Verify the actual received amount after checkout.

A terms percentage can satisfy the configured deposit requirement. A separate paid deposit order follows a different route and does not satisfy that minimum rule.

Important notes and tips

Shopify POS checkout can still accept less than a required deposit. Check what was actually collected, even when the proposed amount meets the requirement.

Signature and deposit requirements covers the order-placement checks and exceptions.

If something goes wrong