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Topic · 11 guides

Payments and signatures

Signatures, deposits, payments and refunds, and the records kept.

  • 11 guides
  • About 55 minutes in all
  • Updated 31 Oct 2026
Start with How payments work

Five guides, in the order you’ll use them

I want to collect payments
  1. GUIDE 1 · 5 MIN

    How payments work

    How customers pay through Shopify, how staff record money taken another way, what each payment status means and which deposits need Shopify Plus.

    Start guide 1

    YOU’LL BE ABLE TO

    • Explain how a quote becomes a paid Shopify order, online, in the web app and at the register
    • Read each payment badge, Summary row and Payments-tab status
    • Pick the way to take a deposit that fits your Shopify plan
  2. GUIDE 2 · 5 MIN

    Take a deposit

    Collect part of a quote's total up front: a deposit order by link or as money received on any plan, or Take Deposit at the register on Shopify Plus.

    Start guide 2

    YOU’LL BE ABLE TO

    • Enable separate deposit orders in the app
    • Request a deposit by link or record one already received
    • Take a native deposit on Shopify POS when eligible
  3. GUIDE 3 · 6 MIN

    Collect a payment

    Ask the customer to pay online, record cash, cheque, transfer or store credit you took yourself, or take payment at the register with Take Payment.

    Start guide 3

    YOU’LL BE ABLE TO

    • Send or copy the customer's payment link
    • Record money already received and apply store credit
    • Enable customer payment when the sale is ready
  4. GUIDE 4 · 5 MIN

    Set payment terms and place pay-later orders

    Put an order on Shopify payment terms such as Net 30, require a deposit percentage on Shopify Plus, and place it now with payment collected later.

    Start guide 4

    YOU’LL BE ABLE TO

    • Set Shopify payment terms in the app or on POS
    • Add a native deposit percentage on Shopify Plus
    • Place the order with payment outstanding
  5. GUIDE 5 · 5 MIN

    Review payments and invoices, and refund a payment

    See every payment, request, refund and invoice version on an order, record a cash refund, and refund cards or returns in Shopify.

    Start guide 5

    YOU’LL BE ABLE TO

    • Inspect payments, requests, refunds and remaining balances
    • Cancel a request or mark a received deposit paid
    • Open current and archived invoices

For when you need them

Basics

The everyday jobs, start to finish.

Advanced

Setup done once, and the power-user jobs.

Situations

The same features, used for a different job.

Other topics

Get startedQuotes and ordersShowroom (POS)PurchasingInventory and costsCatalogStatuses and workflowCustomers and portalOnline storeEmails and messagesBrandingWarranty and serviceTeam and permissionsSettings and integrationsReports

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