From f9605c9be4b23e5665a0dfb49d6d6e14a0b8232e Mon Sep 17 00:00:00 2001 From: Devin Michael Date: Thu, 9 Jul 2026 10:42:08 +0200 Subject: [PATCH] Document order payment collection --- .../orders/collect-payments-on-orders.mdx | 50 +++++++++++++++++++ content/docs/manage/orders/edit-orders.mdx | 4 +- content/docs/manage/orders/meta.json | 1 + .../docs/manage/orders/order-management.mdx | 6 +-- 4 files changed, 55 insertions(+), 6 deletions(-) create mode 100644 content/docs/manage/orders/collect-payments-on-orders.mdx diff --git a/content/docs/manage/orders/collect-payments-on-orders.mdx b/content/docs/manage/orders/collect-payments-on-orders.mdx new file mode 100644 index 0000000..b7569a4 --- /dev/null +++ b/content/docs/manage/orders/collect-payments-on-orders.mdx @@ -0,0 +1,50 @@ +--- +title: "Collect Payments on Orders" +description: "Collect outstanding order balances by invoice, saved bankcard, new bankcard, or offline payment" +--- +When an order has an outstanding balance, merchants can collect the remaining amount from the Order Details view. This may happen after editing an order to add products or increase quantities, or when a previous payment attempt failed. + +## Collect Payment from the Order Details View + +From the **Orders** menu, open the order and review the **Payment Summary** card. If additional payment is due, choose **Collect Payment**. + +Available collection options may include: + +* **Send Invoice** - email the customer a secure payment link for the outstanding balance. +* **Existing Bankcard** - charge a retained customer bankcard. +* **Enter Credit Card** - add a new bankcard for the customer and charge it for the remaining balance. +* **Mark as Paid** - record an offline or external payment. + + + +Collecting an additional payment is not required before orders post to fulfillment. + + + +## Send an Invoice Payment Request + +Choose **Send Invoice** to email the customer a secure payment link. The customer can use the link without logging in and pays the outstanding amount through a hosted checkout-style payment page. + +Invoice payment requests are useful when: + +* an order was edited and now requires additional payment +* the merchant wants the customer to complete payment directly +* the customer should review the updated order balance before paying + +After the customer completes payment, they are redirected to the storefront order detail page. + +## Resend an Invoice + +From the Order Details view, use **Resend Invoice** when the customer needs another copy of the payment request email. + +## Use an Existing or New Bankcard + +When collecting payment from the dashboard, merchants can choose a saved customer bankcard or enter a new credit or debit card. New bankcards use the order billing address by default. + +Use this option when: + +* the original card failed +* the customer provides a replacement card +* the order was paid with another method but the remaining balance should be collected by bankcard + +Successful payment attempts are recorded as order payment events and appear in the order timeline and transactions list. diff --git a/content/docs/manage/orders/edit-orders.mdx b/content/docs/manage/orders/edit-orders.mdx index b68fa0c..7f29cbe 100644 --- a/content/docs/manage/orders/edit-orders.mdx +++ b/content/docs/manage/orders/edit-orders.mdx @@ -27,7 +27,7 @@ To finish editing the order, click **Update Order.** Refunds are not automatically processed when performing order quantity downgrades, so they must be processed manually by using the [**Refund**](/docs/manage/orders/refund-items-and-orders) menu.\ \ -When adding items or quantities to orders, you may be prompted to [**collect additional payment**](/docs/manage/orders/order-management#payment-summary) from the customer. +When adding items or quantities to orders, you may be prompted to [**collect additional payment**](/docs/manage/orders/collect-payments-on-orders) from the customer. Merchants can collect the balance immediately or send the customer an invoice payment request. @@ -41,4 +41,4 @@ You may [**Request Cancellation**](/docs/manage/orders/order-management#request- Customize the delay before **Unfulfilled** status order items are sent to your fulfillment location, and therefore transition to **Processing** status, by setting the fulfillment delay in [**Settings > Fulfillment**](/docs/start-here/get-started/fulfillment-settings) - \ No newline at end of file + diff --git a/content/docs/manage/orders/meta.json b/content/docs/manage/orders/meta.json index 9cacff2..217e648 100644 --- a/content/docs/manage/orders/meta.json +++ b/content/docs/manage/orders/meta.json @@ -4,6 +4,7 @@ "index", "create-orders", "order-management", + "collect-payments-on-orders", "edit-orders", "refund-items-and-orders", "create-and-manage-returns", diff --git a/content/docs/manage/orders/order-management.mdx b/content/docs/manage/orders/order-management.mdx index f71fc08..6a445b5 100644 --- a/content/docs/manage/orders/order-management.mdx +++ b/content/docs/manage/orders/order-management.mdx @@ -61,9 +61,7 @@ The Payment Summary table provides a breakdown of authorizations, charges, refun When [**Editing Orders**](/docs/manage/orders/edit-orders) to add products or additional quantities, the result may be that additional payment is due to be collected from the customer. \ \ -From the Payment Summary card, choose **Collect Payment.** You may choose **Mark as Paid** to record an additional payment that was collected offline or offsite, or choose to collect payment from the customer's stored payment method (bankcard methods only). \ -\ -It's important to note that collecting an additional payment is not required before orders post to fulfillment. +From the Payment Summary card, choose **Collect Payment.** You may send an invoice payment request, charge an existing bankcard, enter a new credit card, or mark an offline payment as paid. See [**Collect Payments on Orders**](/docs/manage/orders/collect-payments-on-orders) for more detail. @@ -107,4 +105,4 @@ From the **More Actions** menu in the Order Details View, you can perform severa * **Resend Confirmation Email -** automatically re-sends the [**Order Confirmation Notification**](/docs/start-here/get-started/support-and-notifications#notifications) email to the customer.
* **Archive -** allows the manual changing of an order's status from Open to Archived in certain scenarios. See [**Order Statuses**](/docs/manage/orders/order-statuses) for more detail. For **Archived** orders the option to **Unarchive** the order is available, to allow for editing.
* **Cancel Order -** applies to orders in Unfulfilled status only - opens a window with options to cancel the order, input a **Cancellation Reason**, and if applicable, process a refund against the order. Select **Send Cancel Order Email to Customer** to automatically send the **Order Canceled Notification** email to the customer.
-* **Create Ticket -** creates a new [**Support Ticket**](/docs/manage/support#creating-support-tickets), pre-populating the order and customer's details by default. It's recommended to create a ticket to log customer support inquiries. \ No newline at end of file +* **Create Ticket -** creates a new [**Support Ticket**](/docs/manage/support#creating-support-tickets), pre-populating the order and customer's details by default. It's recommended to create a ticket to log customer support inquiries.