Take a deposit

Before you start

On POS, set an eligible deposit percentage in Payment terms before placing the order.

Enable deposit orders

1. 1

   Step 1: Open the deposit setting

   Go to Settings›Quotes & orders›Defaults›Delivery & stock. Find Deposit orders.

   The setting starts off. Changing it requires the appropriate order-settings permission.

2. 2

   Step 2: Choose the deposit title

   Turn on Deposit orders and review Deposit line title. The starting title identifies the deposit using the sale's number.

   Click Save in the save bar at the top of Shopify admin; the change doesn't apply until you do.

   

   The separate order makes the deposit identifiable in Shopify. Use a title that your team and customer can connect to the main sale.

Request or record the deposit

1. 1

   Step 1: Open the deposit dialog

   On the sale, choose •••, then Collect deposit. It opens Collect payment with A deposit already chosen; you can also open Collect payment yourself and choose A deposit.

   The dialog offers part of the balance now, with the rest left for later. Check that you opened the correct customer sale.

2. 2

   Step 2: Enter the requested amount

   Under A deposit, choose Percentage or Amount. Enter the agreed value and read Deposit (tax included).

   The deposit must be greater than zero and less than the balance due. Tax rounding can make it a cent higher or lower.

   

3. 3

   Step 3: Choose how it is paid

   For money already received, choose Already paid and enter How was it paid?. Confirm Record deposit only after checking the receipt.

   For customer checkout, choose Payment link. Leave Email the link to ticked to use Create and email link with the customer's address, or untick it for Create link when you will share it separately.

4. 4

   Step 4: Check the deposit result

   Read the confirmation and inspect Payments. A created link is still awaiting payment until Shopify reports the customer paid.

   When you create without emailing, copy the link from Payments. The deposit email uses Shopify's invoice email, not an OrderPilot email template.

Take a deposit at the register

1. 1

   Step 1: Set the native deposit terms

   Open Payment Terms before Shopify placement. Choose payment due later and the agreed deposit percentage, then save the sale.

   The payment action reflects the due amount. It reads Take Deposit when only the deposit is due now.

2. 2

   Step 2: Check what leaves today

   Tap Take Deposit. On Pickup or Delivery?, check the methods and Due now.

   If items leave today in full, the action can read Take Payment instead. Split orders explains that combined amount.

   

3. 3

   Step 3: Complete signature and payment

   Tap Continue to Payment. Complete the required customer signature if prompted, then continue to Shopify collection.

   Check the amount actually collected when returning to OrderPilot. The checkout can still accept less than the required deposit.

   Shopify Plus

   This POS route uses Shopify's native percentage deposit. Separate deposit-order links work on any plan, but are created in the app.

4. 4

   Step 4: Collect the balance later

   Open the order and use Take Payment when the remaining payment is due. Check Due now and the current balance again.

   Confirm full payment before customer handover. Do not read an earlier deposit confirmation as payment of the entire sale.

What happens next

The app route creates a separate taxable Shopify order for the deposit. Once paid, it appears as a deposit payment and counts in Paid.

The paid deposit is credited against the main draft as a discount so its remaining checkout balance and tax stay aligned. The main sale retains its full total.

The POS route places the main Shopify order with payment pending before collection. Its payment terms and deposit percentage then lock.

Activity records the POS deposit request. Read payment history to establish what was actually received.

Important notes and tips

A separate paid deposit order does not satisfy a product's minimum-deposit rule. Signature and deposit requirements checks native terms or full payment.

Refund a deposit-order payment on its own Shopify order. Refunds and payment history explains the distinction from cash refunds.

If something goes wrong