{"id":5775,"date":"2021-09-22T20:49:21","date_gmt":"2021-09-22T20:49:21","guid":{"rendered":"https:\/\/shopthemedetector.com\/blog\/?p=5775"},"modified":"2026-08-06T06:46:22","modified_gmt":"2026-08-06T06:46:22","slug":"how-to-take-deposits-on-shopify","status":"publish","type":"post","link":"https:\/\/shopthemedetector.com\/blog\/how-to-take-deposits-on-shopify\/","title":{"rendered":"How to Take Deposits on Shopify"},"content":{"rendered":"<style>\/* show all review-table rows; hide redundant Show More button (all items already listed) *\/\n.showmore_hidden { display: table-row !important; }\n.readmore-container, .readmore { display: none !important; }\n<\/style>\n<p>Shopify doesn\u2019t have a native \u201cdeposit\u201d option in standard payment settings, but there are three methods that actually work to take a partial payment on a Shopify order: <a href=\"https:\/\/shopthemedetector.com\/blog\/how-to-send-checkout-payment-link-for-draft-orders\/\">draft orders with manual invoicing<\/a> (works on every plan, no app needed), deposit apps from the Shopify App Store (the most common path for stores doing this regularly), and custom checkout extensibility for Shopify Plus stores. This guide covers each method, when to use which one, and the common pitfalls to avoid.<\/p>\n<div class=\"key-takeaways\"><div class=\"takeaways-title h2\">Key Takeaways<\/div><div class=\"takeaway-item\"><div class=\"takeaway-number\">1<\/div><div class=\"takeaway-text\">There is no native \u201cSplit Payment\u201d option in Shopify\u2019s standard payment settings. Anyone who claims otherwise is describing functionality that doesn\u2019t exist on Shopify in 2026.<\/div><\/div><div class=\"takeaway-item\"><div class=\"takeaway-number\">2<\/div><div class=\"takeaway-text\">The simplest deposit method on any Shopify plan: draft orders, where you charge the deposit amount manually and invoice the balance later.<\/div><\/div><div class=\"takeaway-item\"><div class=\"takeaway-number\">3<\/div><div class=\"takeaway-text\">For repeat or scaled use, deposit apps like Partial.ly, Downpay, and Shopify Subscriptions handle the full deposit-then-balance flow automatically.<\/div><\/div><div class=\"takeaway-item\"><div class=\"takeaway-number\">4<\/div><div class=\"takeaway-text\">Shopify Plus stores can build native deposit fields directly into checkout using checkout extensibility, with the most flexibility, but requires development work.<\/div><\/div><div class=\"takeaway-item\"><div class=\"takeaway-number\">5<\/div><div class=\"takeaway-text\">Tax, refund, and chargeback handling are the most common failure points when collecting deposits. Plan for them before launching the workflow.<\/div><\/div><\/div>\n<h2>Method 1: Draft Orders With Manual Partial Payment<\/h2>\n<p>The simplest method, available on every Shopify plan. Use this for one-off deposits: custom orders, services, low-volume rentals, or B2B quotes.<\/p>\n<ol>\n<li>In your Shopify admin, go to <strong>Orders > Drafts<\/strong> and click <strong>Create order<\/strong>.<\/li>\n<li>Add the products or a custom item, set the line-item price to the deposit amount you want to collect now (e.g., 30% of the full price as a single line \u201cDeposit on Custom Order #1234\u201d).<\/li>\n<li>Add the customer and any notes about the balance owed.<\/li>\n<li>Click <strong>Send invoice<\/strong>: Shopify emails the customer a payment link.<\/li>\n<li>When the customer pays, the draft becomes a paid order in your system.<\/li>\n<li>For the balance, create a second draft order for the remaining amount, reference the original deposit in the notes, and send another invoice.<\/li>\n<\/ol>\n<p><strong>When this works:<\/strong> low volume, custom or service-based orders, B2B with negotiated terms, rental businesses where the deposit and the balance are days or weeks apart.<\/p>\n<p><strong>Where it breaks:<\/strong> if you\u2019re processing dozens of deposit orders a month, manually creating two draft orders per customer becomes painful. At that point, move to Method 2.<\/p>\n<h2>Method 2: Deposit Apps from the Shopify App Store<\/h2>\n<p>For stores doing deposits regularly, dedicated apps automate the full deposit-then-balance flow. The most common options as of 2026:<\/p>\n<ul>\n<li><strong>Partial.ly Payment Plans<\/strong>: handles deposits plus scheduled balance payments. Customer pays the deposit at checkout, then Partial.ly auto-charges the balance on the schedule you set. Works for both one-time deposits and full installment plans.<\/li>\n<li><strong>Downpay<\/strong>: a Shopify-native deposit-and-balance app. Set a deposit percentage on individual products or collections. Customer pays the deposit at checkout, gets a payment link for the balance later.<\/li>\n<li><strong>Shopify Subscriptions<\/strong>: Shopify\u2019s first-party app, free, supports split-payment configurations. Useful when your \u201cdeposit\u201d is part of a recurring or pre-paid plan.<\/li>\n<li><strong>Splitit, Sezzle, Affirm, Klarna<\/strong>: buy-now-pay-later providers. Different model from a traditional deposit (the customer pays you in full, the BNPL provider charges them in installments) but solves the same customer-facing problem of \u201cI don\u2019t want to pay the full amount today.\u201d<\/li>\n<li><strong>Pre-Order Manager apps<\/strong>: for products shipping later. Many include a deposit option (charge a percentage now, balance when item ships).<\/li>\n<\/ul>\n<p><strong>How to choose:<\/strong> if you want the deposit logic baked into the storefront and customers paying the deposit at the moment of checkout, use Partial.ly or Downpay. If you\u2019re already running subscriptions or pre-orders, look at the deposit options inside those apps before adding a separate one. If your customers are price-sensitive and \u201cdeposit\u201d is really \u201csplit into payments,\u201d BNPL is often easier than a deposit app.<\/p>\n<h2>Method 3: Shopify Plus Checkout Extensibility<\/h2>\n<p>Stores on Shopify Plus can build a native deposit field directly into checkout using checkout extensibility (the modern replacement for checkout.liquid customization). This is the most flexible option: fully integrated, no app dependencies, full control over UI. It does require development work, though.<\/p>\n<p>Typical Plus deposit implementations:<\/p>\n<ul>\n<li>Customer toggles \u201cPay deposit only\u201d at checkout.<\/li>\n<li>Checkout calculates and charges the deposit amount.<\/li>\n<li>A custom flow stores the balance amount and customer info, then sends a balance-due payment link via Shopify Flow or a custom integration on a scheduled trigger.<\/li>\n<li>Order metafields track deposit status, balance due, and balance-paid date for accounting.<\/li>\n<\/ul>\n<p>This is overkill for most stores. It pays off for high-volume Plus merchants where a deposit app\u2019s per-transaction fees would exceed the cost of the development. Consult a Shopify Plus partner agency if this is the path that fits.<\/p>\n<h2>When You Want to Take a Deposit (Use Cases)<\/h2>\n<p>Deposits make sense in a handful of distinct scenarios:<\/p>\n<ul>\n<li><strong>Custom or made-to-order products.<\/strong> Deposit to lock in the order, balance when the product ships.<\/li>\n<li><strong>Service businesses.<\/strong> Deposit to confirm the booking, balance after delivery.<\/li>\n<li><strong>Rental businesses.<\/strong> Deposit covers potential damage; can be refunded after return inspection.<\/li>\n<li><strong>High-ticket B2B.<\/strong> Deposit confirms commitment before you commit production capacity or supplier orders.<\/li>\n<li><strong>Pre-orders.<\/strong> Charge a deposit now (or fully process the order with a delayed-fulfillment timer), balance when ready to ship.<\/li>\n<li><strong>Event tickets and reservations.<\/strong> Deposit holds the spot; balance due before the event.<\/li>\n<\/ul>\n<h2>Common Pitfalls (Plan for These Before Launching)<\/h2>\n<ul>\n<li><strong>Tax handling.<\/strong> Whether you collect tax on the deposit or only on the balance varies by jurisdiction. Most Shopify deposit apps default to collecting prorated tax on the deposit, but check with your accountant. Misallocating tax across the two payments creates compliance headaches.<\/li>\n<li><strong>Failed balance payments.<\/strong> Customer pays the deposit, then disappears or their card declines on the balance. Decide your policy in advance: do you keep the deposit, refund it after a deadline, or try to recover the product? Document the policy on your storefront before customers commit.<\/li>\n<li><strong>Chargebacks on deposit-only orders.<\/strong> If a customer disputes the deposit charge, you can lose the deposit AND the chargeback fee. Use clear product descriptions stating the deposit terms, and require explicit acknowledgment at checkout (a checkbox or terms link).<\/li>\n<li><strong>Accounting reconciliation.<\/strong> Two payments per order doubles your accounting work unless you wire it up correctly. Most deposit apps export a combined order record to accounting tools (QuickBooks, Xero). Verify your app does this before scaling.<\/li>\n<li><strong>Inventory holding.<\/strong> A deposit-paid order should reserve the inventory. Most deposit apps integrate with Shopify\u2019s native inventory; check this if you sell physical goods. For custom or made-to-order, the deposit is what triggers production, so the inventory question is moot.<\/li>\n<li><strong>Refund flows.<\/strong> If a customer cancels after the deposit, the refund should be straightforward: through the original payment. If they cancel after the balance, refunding both transactions is two operations. Practice the refund flow in your test store before going live.<\/li>\n<\/ul>\n<h2>How Shopify Deposits Work for Specific Business Types<\/h2>\n<p>The right deposit method depends on what your business actually sells. Here is how the three main approaches map to the most common scenarios.<\/p>\n<h3>Rental Businesses<\/h3>\n<p>A deposit on a rental is primarily damage protection, not a payment toward the product. Shopify doesn\u2019t have a native return-deposit flow, so the process is manual: collect the deposit via a draft order (Method 1), hold it until the item is returned and inspected, then issue a refund if there is no damage. Apps like Rentals on Shopify handle this cycle automatically, including blocking out inventory for rental periods and triggering the deposit refund on return confirmation.<\/p>\n<h3>Custom and Made-to-Order Products<\/h3>\n<p>This is the most common deposit use case on Shopify. Collect 30 to 50 percent upfront via a draft order or Downpay, with the balance due at production completion or before shipping. The key detail most stores miss: communicate the deposit terms clearly on the product page itself, not just at checkout. Customers should understand what they\u2019re committing to before they click \u201cAdd to Cart.\u201d<\/p>\n<h3>Event Tickets and Bookings<\/h3>\n<p>Shopify is not a native booking platform, but many stores collect deposits for events and experiences. Partial.ly works particularly well here: the customer pays the deposit immediately, and the balance auto-charges on a date you set, which can align with the event date or a cutoff deadline. This removes the need for manual follow-up on unpaid balances.<\/p>\n<h3>High-Ticket Products<\/h3>\n<p>For electronics, furniture, or jewelry, the deposit question comes down to whether you want true deposits (pay a percentage now, balance on delivery) or installment-style payments. For true deposits, Downpay is the cleanest integration with Shopify. For installment-style splitting, BNPL providers like Affirm or Klarna handle the customer side while paying you the full amount upfront. The right choice depends on your cash-flow needs and your customers\u2019 expectations.<\/p>\n<h2>Common Deposit Mistakes on Shopify<\/h2>\n<p>Beyond the general pitfalls above, these are the specific mistakes that come up most often when merchants first set up deposits on Shopify.<\/p>\n<h3>Not Defining the Refund Policy<\/h3>\n<p>What happens to the deposit if the customer cancels? Most Shopify merchants intend the deposit to be non-refundable, but they forget to state this explicitly in the product description and at checkout. Without a written policy, chargebacks become harder to dispute. Add a one-sentence refund policy to the product page and repeat it in the order confirmation email before you process a single deposit.<\/p>\n<h3>Using a Separate Product Listing for the Deposit<\/h3>\n<p>Some stores create a \u201c$100 Deposit\u201d product for customers to purchase. This works in a narrow sense, but it breaks order reporting: the deposit shows as a separate order with no connection to the main order. This creates accounting confusion and gaps in your order history. Use draft orders or a deposit app instead. Both tie the deposit to the correct order record from the start.<\/p>\n<h3>Ignoring Tax on the Deposit Amount<\/h3>\n<p>Deposits can be taxable in some jurisdictions even before the full order is complete. The rules vary by location and product type. Check with your accountant on whether to charge tax on the deposit amount, on the full order amount upfront, or only on the balance when it\u2019s collected. Getting this wrong at scale creates a compliance problem that is expensive to unwind.<\/p>\n<h3>Setting the Deposit Too Low<\/h3>\n<p>A 10 percent deposit on a high-ticket custom item often doesn\u2019t cover your material costs if the customer cancels after you\u2019ve started production. The industry standard for custom work is 30 to 50 percent. Match your deposit percentage to your actual cost exposure: if materials cost 35 percent of the order value, your deposit floor should be at least 35 percent.<\/p>\n<h2>What About Shopify Finances?<\/h2>\n<p>Shopify\u2019s Finances dashboard tracks all order revenue but doesn\u2019t natively split deposit-vs-balance accounting. If you\u2019re running deposits at any scale, you\u2019ll likely want a deposit app that exports to your accounting system, or build a custom report through Shopify\u2019s GraphQL Admin API to separate deposit revenue from balance revenue. For most small stores, the deposit app\u2019s own dashboard is enough.<\/p>\n<p>For stores running deposits alongside other unconventional payment flows (offline payments, COD, manual invoicing), our guide on <a href=\"https:\/\/shopthemedetector.com\/blog\/shopify-payment-apps\/\">Shopify payment apps<\/a> covers the full ecosystem. If you\u2019re considering simplifying the broader checkout flow, see <a href=\"https:\/\/shopthemedetector.com\/blog\/simplifying-checkout-with-shopify-app-integration\/\">simplifying checkout with Shopify apps<\/a>, and for processor-level questions, <a href=\"https:\/\/shopthemedetector.com\/blog\/can-you-use-stripe-with-shopify\/\">can you use Stripe with Shopify<\/a> covers when Stripe is the right call.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Shopify doesn\u2019t have a native \u201cdeposit\u201d option in standard payment settings, but there are three methods that actually work to take a partial payment on a Shopify order: draft orders\u2026<\/p>\n","protected":false},"author":3,"featured_media":31417,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"How to Take Deposits on Shopify (3 Methods That Work)","_yoast_wpseo_metadesc":"How to take deposits on Shopify in 2026 \u2014 three methods that actually work: draft orders, deposit apps (Partial.ly, Downpay), and Plus checkout extensibility.","_yoast_wpseo_metatitle":"","footnotes":""},"categories":[13],"tags":[],"class_list":{"0":"post-5775","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-shopify-store-set-up"},"acf":{"breadcrumbs":[{"postpage":[2436]},{"postpage":""}],"conclusion":"<h2>Conclusion: Pick the Right Deposit Method for Your Volume<\/h2>\n<p>For one-off deposits, draft orders are free and built into every Shopify plan. For regular deposit-taking, a Shopify App Store app (Partial.ly, Downpay, or Shopify Subscriptions) is the right answer \u2014 the per-transaction fees are worth the saved manual work. For Shopify Plus stores running deposits at scale, native checkout extensibility gives full control at the cost of development time. Whichever method you pick, plan for tax allocation, failed balance payments, and refund logistics before you turn it on \u2014 those are the three places deposit workflows break in production.<\/p>","repeater":null,"filter":false,"attach_to_post":[6257],"author_bio":false,"custom_author_bio":false,"author_bio_name":"","author_bio_info":"","_meta_excerpt_title":"","meta_excerpt":"","trust_signals":{"expert_reviewed":true,"items_tested":""},"key_statistics":null,"key_takeaways":{"takeaways_items":null},"required_subtopics":null,"context_block":{"context_heading":"","context_excerpt":"","context_content":""},"methodology":{"methodology_heading":"","methodology_content":""},"comparison_table":"","mid_content_cta":{"cta_text":"","cta_button_text":"","cta_link":""}},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Take Deposits on Shopify (3 Methods That Work)<\/title>\n<meta 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