This article will provide details on how to take deposits. A deposit will allow you to charge a set fee, or percentage, of the product cost during the order process. You can then collect the remaining amount at the time of the booking. The deposit feature is available for Premium and up app subscribers.
Note: a deposit allows you to charge a partial amount upfront and the remainder at the time of booking while a bond adds an additional amount to the product cost that can be refunded after the booking ends. If you need to create a bond instead of a deposit select the following link.
This section of the article will focus on how to enable the deposit feature. This feature is only available to Premium and higher app subscribers.
Note: this feature is only compatible with our widgets. If you are using a classic booking form you will need to change to a widget.
1. In the app, access Configuration-> Order processing.
2. Select the Deposit/Security Bond tab.
3. Select the Enable button found in the Upfront Deposit section of the page.
4. You can now name the deposit product, choose to make the deposit fee based on a percentage or a fixed amount, and specify the amount or percentage.
5. Select Save.
What Happens Next?
Now the deposit price will be displayed within your widget on the product pages of the store.
The customer will complete the order process by paying the deposit amount. When it's time for the booking to occur, or after the booking ends, you can access the booking in the app where a Finalize Payment button will be present.
Select the Finalize Payment button to generate a draft order in Shopify.
Then you can access the draft order in Shopify in order to finalize it and invoice the customer.