Taking deposits and part payments

You can use our platform to take deposits or staggered payments from customers.

There are two options for taking deposits: 

• Product Pricing Deposit 
• Payment method deposits and installments 

In each case, the invoice will indicate the total amount, but only require payment of the deposit amount. 

A customer can make multiple payments on their order. Each payment will be recorded against the order, and the order will only be marked as paid once paid in full. 

Product Pricing Deposit

The deposit percentage is set against a product on the pricing page. This is a great option for one off items, such as hire items, that are not your standard business.

• Only when this product is purchased will the customer be required to pay the deposit.
• You can set different rates for different products. Any product without a deposit setting will require full payment.

Payment Method Deposits and Installments

The deposit percentage is set against the payment method(s).

• Only customers with access to this payment method will be presented with a deposit amount to pay. 
• On subsequent visits to the payment page, the customer will be requested to pay the remainder, or the next installment, depending on how you configure the deposit rules. 

This approach can be used like a payment plan sale. Customers will be prompted by email to make each installment, the payment is not automatic.

An example of how you might set up a payment method such as manual bank transfer as an installment option.