How do Installment payments work?
In the app, when your customers buy products in installments, they do the initial payment in the amount set by you (from 0 to 99%). As for the remaining amount, the app will create draft orders and send your customers invoices according to the payment schedule.
In order to ensure that customers will get invoices, go from your Shopify admin to Settings > Checkout. In the Customer contact section, select Customers can only check out using email and click Save.
In the app, installment orders are processed in several steps:
As soon as customers create an initial installment order, it becomes visible in the app. Draft orders are created in the Shopify admin for each part of an installment order.
As the draft installment order is getting paid, a new order for each paid part is generated in the Shopify admin. These orders mustn’t be fulfilled.
After all parts of the whole order are paid, a new final order is created in Shopify admin. It includes all the installment parts. The final order is the one that can be fulfilled.
Orders created for installment parts get canceled. That is done to avoid misreporting in the Shopify admin
🛈 Fulfilled orders can’t be canceled.
Each installment order contains notes, as in the following example:
Installment Order 3
Installment payment statuses
The following statuses are available for installment payments in the app:
Pending – Order has not been paid yet.
Partially Paid – Order has been partially paid.
Canceled – Order has been canceled in the App or in the Shopify admin. In the App, you can cancel the order while it has Pending status.
Paid – All orders have been successfully paid or manually marked as paid from the Shopify admin.
In order to ensure that customers will get invoices, go from your Shopify admin to Settings > Checkout. In the Customer contact section, select Customers can only check out using email and click Save.
In the app, installment orders are processed in several steps:
As soon as customers create an initial installment order, it becomes visible in the app. Draft orders are created in the Shopify admin for each part of an installment order.
As the draft installment order is getting paid, a new order for each paid part is generated in the Shopify admin. These orders mustn’t be fulfilled.
After all parts of the whole order are paid, a new final order is created in Shopify admin. It includes all the installment parts. The final order is the one that can be fulfilled.
Orders created for installment parts get canceled. That is done to avoid misreporting in the Shopify admin
🛈 Fulfilled orders can’t be canceled.
Each installment order contains notes, as in the following example:
Installment Order 3
Installment payment statuses
The following statuses are available for installment payments in the app:
Pending – Order has not been paid yet.
Partially Paid – Order has been partially paid.
Canceled – Order has been canceled in the App or in the Shopify admin. In the App, you can cancel the order while it has Pending status.
Paid – All orders have been successfully paid or manually marked as paid from the Shopify admin.
Updated on: 13/08/2024
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