How to take a deposit on a Shopify order, plan by plan
Updated · 7 min read
By Invenire Studios, makers of Countermade
The short answer
You can take a deposit without Shopify Plus if the customer pays it in the store: in Shopify POS, tap Split payment, take the deposit, then tap Mark as partially paid. Collect the rest later with Collect payment in POS, or Collect payment > Send invoice in the admin. Requiring a deposit on a draft order needs Plus; on other plans, a Quick Sale custom-amount link takes a remote deposit as a separate sale.
Can I take a deposit on Shopify without Plus?
It depends on where the customer is when they pay. In the store, Shopify’s help names no plan for taking a deposit or collecting the balance. By link, a deposit on a draft order needs Plus, and a Quick Sale link is the route on other plans. The table sets out each route.
| Where the customer is | Route | Needs Shopify Plus? (Shopify’s help and changelog, October 2026) |
|---|---|---|
| In the store, paying the deposit | Shopify POS: Split payment > Mark as partially paid | No |
| In the store, paying the balance | Shopify POS: open the order > Collect payment | No |
| Remote, paying the balance after an in-store deposit | Admin: open the order > Collect payment > Send invoice | No |
| Remote, paying a deposit on a draft order | Admin draft: Payment due later > + Require deposit | Shopify Plus |
| Remote, paying in installments you record in the admin | Partial payments on an order with payment terms | Shopify Plus |
| Remote, paying for each shipment as it goes out | Payment requests per fulfillment | Shopify Plus |
| Remote, paying a deposit, store not on Plus | Shopify mobile app: Quick Sale > Custom amount > Collect > Payment link (a separate sale) | No |
For orders you’ll fill when stock arrives, see special orders; for furniture, see furniture phone orders and deposits.
How do I take a deposit in Shopify POS with Mark as partially paid?
Ring up the order in Shopify POS as usual, split the payment and charge only the deposit. Shopify POS then saves the order as partially paid, with the balance outstanding, ready to collect later in the store or by an emailed invoice.
- On the Select payments screen, tap Split payment.
- Select the customer’s payment method.
- Enter the deposit amount and complete the payment.
- Tap Mark as partially paid.
- Confirm the transaction details and tap Mark as partial.
- Optional: add the customer’s details.
- Tap Done.
For example, on a US$1,250.00 order with US$250.00 down, the order is saved with US$1,000.00 still to pay.
POS can’t part-pay a checkout that contains a gift card product, so ring up any gift card as a sale of its own. In some EU countries, such as France, Italy and Spain, POS can’t mark a checkout as partially paid at all.
Why can’t I take another payment on a partially paid Shopify order?
Once you refund or exchange an item on an order paid in several payments, or edit that order, Shopify’s help says “you can’t receive additional payments on that order.” Agree on the final items and price before you take the deposit, so the order never needs an edit while a balance is still owed.
How do I collect the remaining balance on a partially paid order?
You collect the balance on the original order, either in the store through Shopify POS or by emailing the customer an invoice from the Shopify admin. In the store, the customer can pay some or all of what’s owed at each visit, by whichever payment method they choose.
In the store:
- Open the order from the Orders screen in Shopify POS (it shows Partially paid) and tap Collect payment.
- Enter the amount the customer wants to pay, pick their payment method and complete the payment.
- If that was the final payment, tap Done. If a balance remains, tap Mark as partially paid, then Done.
By email, from the admin:
- Open the order in the Shopify admin.
- Click Collect payment, then Send invoice.
- Add a message, click Review invoice, and send it.
If the invoice sits unpaid, see payment reminders for unpaid orders.
Send cart can’t do this: it only works when the customer pays for the whole order, so you can’t take a deposit in person and send the cart for the balance.
Can I take a partial payment or require a deposit on a Shopify draft order without Plus?
No. On a draft order, + Require deposit under Payment due later is Shopify Plus only, as is recording several partial payments against payment terms in the admin. Without Plus, take the deposit in Shopify POS, or, for a customer who isn’t in the store, use the Quick Sale link in the next section.
What changed in 2026:
- February 6, 2026: Plus stores gained payment requests per fulfillment, which bill each shipment as it goes out.
- April 2, 2026: stores on Basic, Grow and Advanced gained Shopify’s B2B (wholesale) tools, but B2B partial payments and deposits stay exclusive to Plus.
- July 1, 2026: apps can set a deposit on a draft order through Shopify’s Admin API, on Plus stores only.
To require a deposit on Plus:
- In the draft’s Payment section, select Payment due later.
- Pick a payment term.
- Click + Require deposit and enter a percentage.
With per-fulfillment requests, the deposit goes toward the first request you send. If the draft will wait a long time before it’s paid, see how long Shopify keeps draft orders.
How do I send a deposit link without Shopify Plus?
Without Plus, send the deposit as a payment link from Quick Sale in the Shopify mobile app (not Shopify POS), using a custom amount. The customer pays the deposit online, but it’s a sale of its own, not a payment on the main order, so reduce the main order’s total by the deposit yourself.
- In the Shopify mobile app, open the menu and tap Quick Sale.
- Tap Custom amount, add a Name (for example, “Deposit, Smith sofa”), enter the amount and tap Add.
- Tap Collect, then Payment link.
- Share the link by text, or copy it.
- Tap Done to save the sale as Payment pending. You can reopen the link later from Pending links.
Quick Sale can’t attach a customer profile before the sale, so put the customer and the main order in the Name to match them up later.
Shopify payment links for a custom amount covers the reporting and tax side, and Shopify payment links explained compares every kind of link.
Which Shopify apps take deposits and layaway payments?
Several Shopify App Store apps add layaway and deposit tools, such as holding stock for a customer or taking deposits on pre-orders. SD - POS Deposit Manager, Layaway: Reserve & Deposit and Bevy OrderPilot work at the Shopify POS counter; Downpay works with online checkout and focuses on pre-orders.
Prices and ratings are from each app’s Shopify App Store listing, as of October 2026.
| App | Works with Shopify POS | Approach | Price (lowest plan) | Rating |
|---|---|---|---|---|
| Downpay: Partial Pay & Deposit | Not listed | Deposits or pay later on pre-order products; auto-charge, collect manually or send invoices | From US$29.00/month | 5.0 (98 reviews) |
| SD - POS Deposit Manager | Yes | Takes deposits in POS and credits them to the customer’s store credit | US$14.99/month | No reviews yet |
| Layaway: Reserve & Deposit | Yes | Reserves stock from the POS cart for a customer, with an optional deposit | US$17.00/month | No reviews yet |
| Bevy OrderPilot | Yes | Quotes, custom orders and deposits (for quotes without an app, see quotes in Shopify POS); launched January 2026 | US$60.00/month per location | No reviews yet |
To hold stock without an app, see how to hold an item for a customer in Shopify POS.
What if the customer would rather pay the whole order by link?
For a phone customer who’d rather pay everything now than leave a deposit, Pay Link, from Countermade, makes a payment link for the order staff build in the Shopify POS cart. The customer pays it on Shopify’s own secure checkout, so you’re paid in full and staff never see or type card details. If they want to spread the cost instead, see whether Shop Pay Installments or Klarna shows on a draft link.
Pay Link also:
- shows staff the total up front, with a note when checkout will add shipping
- shows staff whether a link has been paid
- makes one payment link, not two, even on a double tap
Pay Link needs Shopify POS Pro. Checkout asks the customer for a delivery address and may add shipping, so turn on local pickup at your store and the customer can choose pickup instead.
The whole phone-order workflow walks through it step by step, and Shopify POS payment link options sets the native routes beside Pay Link.
Next step
Find your situation in the table above, then follow its steps the next time a customer leaves money down.
Pay Link isn’t on the Shopify App Store yet. Get early access and we’ll email you when it’s ready to try.
Get early access to Pay Link
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Common questions
Which Shopify plan do I need to take a deposit?
Why is “+ Require deposit” missing on my draft order?
Can I use Send cart to collect the balance after a deposit?
Does Shopify POS do layaway?
Read next
About Pay Link- Guide How to take phone orders on Shopify without asking for card details Send the caller a checkout link by email or text, set pickup, then check it’s paid.
- Guide How to send a Shopify draft order payment link by text message Shopify only emails invoices. Copy the checkout link and text it from your own phone.
- Guide Shopify payment links explained: draft orders, Quick Sale and POS Every way Shopify bills by link, what each creates and where the paid order lands.
- Guide Taking a card by phone in Shopify: key it in or send a link Key a caller’s card or send a checkout link: when each fits, and how to turn keying off.
- Guide How to create a local delivery order in Shopify POS Local delivery at the POS checkout: the taps, the rules, and how to deliver phone orders.
- Guide How to take pre-orders at the counter in Shopify POS Shopify pre-orders are online only. Here’s the POS routine for dated counter and phone orders.