Take the balance in person on collection

Take the deposit online and the rest at your till.

This option is for shops where buyers pay the balance in person, for example when they pick up a Christmas order. The buyer pays only the deposit online. After that:

  • no card is saved,

  • no invoice, payment link or reminder is sent for the balance, and

  • no due date is shown to the buyer.

It's useful when the final price depends on weight or on changes made after the order.

Where to find it

Depositly → Purchase options → your offer → Offer terms → Take the balance in person on collection

This option is part of draft-order mode.

How to set it up

  1. Open your offer and switch it to draft-order mode.

  2. On Offer terms, turn on Take the balance in person on collection.

  3. Set a balance due date after your last collection day. Buyers don't see it. It's only a reminder for you in the admin.

  4. Optional: turn on pickup dates so buyers choose their collection day.

  5. Click Save.

When the buyer collects

  1. Take the payment at your till.

  2. In Depositly, go to Orders & balances, find the order and click Mark as collected.

Good to know

If a customer changes items before they collect, edit the order in Shopify. The deposit already paid stays as it is, and you collect the new remaining amount at the till.

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