Is this feature disabled?
This feature needs to be switched on for your site by Commerce Vision. Version 4.37+ is required for Braintree Payments.
- For implementation, please provide the following information:
- the initial payment (deposit) % of total
- specific Roles that can place partial placement orders
- whether to enable for pickup only, credit card/PayPal only, or both.
Overview
If you offer Click and Collect pickup and want to collect only an initial deposit amount, or you want to allow specific buyer groups partial payment when placing orders, you can set or force e a partial deposit during checkout. This feature is available for credit card (Eway and Braintree Payments) and PayPal only.
For pickups, tihis can be used as a fraud prevention tool. When the customer collects their order, staff can perform the usual security checks done for POS transactions. It can also be used to offer multiple payment options or other buying scenarios where a deposit is required, e.g., goods that are pre-ordered or backordered.
On this page:
Features:
- Role-based to allow restriction of partial payments to specific user groups
- Multiple payments for the order automatically reconciled against a single invoice
- Orders with incomplete payment listed on the Awaiting Payments page
- Minimum payment during checkout a % of the total you set
- Future further payments on the order can be done on your website or offline
Customer Experience
1. Customer selects pickup, OR deposit option is enabled for this customer for payment through valid third party gateways.
2. The minimum or deposit amount the customer has to pay on order submission is calculated and displayed.
3. The customer can edit the amount to pay.
4. On order submission, the partial payment is processed. The customer will receive an order confirmation email with the partial payment, the balance owing (and if the order is for pickup, the location).
5. Customers can access partially paid orders via Dashboard → Orders Awaiting Payment page.
When viewing the order, the Transactions Log displays all payments made on the order. In the Transactions Log, the customer can:
- view the order and part-payment
- pay the outstanding amount or part-amount depending on settings
The Transactions Log can also be acccessed from the Order History page.
Configure Partial Payments/Deposit
1. Add/Edit the Checkout Deposit Payment Widget
This widget renders the Initial Payment Deposit panel on the checkout page. It also contains settings for the deposit function. If this widget is not in the Checkout template, add it.
- In the CMS, go to Content → Content → Pages & Templates → Checkout.
- Click Edit for the Checkout template.
- Add the Checkout Deposit Payment widget. TIP - A good spot to add it just above the Checkout Payments Options widget.
- To prevent customers from entering amounts higher than order totals, toggle ON Max Value cannot exceeed Order Total Amount?
- Toggle ON Allow Partial Payment Of Balance Owing? to allow multiple future partial payments to be made through the Orders Awaiting Payment page.
- Toggle ON Use Minimum Percentage For Payment Of Balance Owing? to force further payments to be the default minimum % set when payment is made through the Orders Awaiting Payment page.
- Click Save.
2. Edit Orders Awaiting Payment page (optional)
G to the Orders Awaiting Payment template and edit the widgets.
Additional Information
| Minimum Version Requirements |
|
|---|---|
| Prerequisites |
|
| Self Configurable |
|
| Business Function |
|
| BPD Only? |
|
| B2B/B2C/Both |
|
| Third Party Costs |
|
Related help
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