Balance Automatic balance collection
The part that saves the most time: the balance is collected without anyone remembering to do it.
On the due date
At 9am in your store's time zone Balance Due asks Shopify to charge the payment mandate saved at checkout for the amount due. Shopify runs the charge through your provider and records the transaction on the order. Balance Due confirms it, sends the customer a receipt and, if that was the last payment, releases the fulfilment hold and tags the order deposit:paid.
- Every charge is submitted with an idempotency key, so a retry after a network problem can never double-charge.
- The order's outstanding amount in Shopify is the source of truth; Balance Due never invents a balance.
When the charge is declined
The customer gets an email (and text on Growth and Pro) explaining the payment did not go through, with the date of the next attempt and a Shopify pay link so they can settle it with another card straight away. Balance Due retries after 1 day, then 3 days, then 7 days. After the fourth failure the order is marked overdue: the customer gets an overdue notice every 3 days, you get an alert, and the order is tagged deposit:overdue so it stands out in Shopify.
Stores without saved-card charging
If your provider cannot charge a saved card later, Balance Due runs the pay-link flow. On the due date it asks Shopify to email its invoice with the payment link and sends its own message with the same link, then nudges every 3 days. When the customer pays through the link, Shopify records the transaction and Balance Due closes the plan, releases the hold and sends the receipt. Instalment plans collapse to a single balance on these stores.
Following the order
Orders change. Balance Due reconciles against Shopify whenever an order is updated or refunded: an upward edit adds the difference to the schedule, a refund reduces it, a balance taken over the phone or marked as paid in Shopify closes the plan, and a cancelled order cancels the plan. You can also press sync on any order to reconcile immediately.
Taking control
- Collect now: charge the whole outstanding balance immediately, for example when a commission is finished early.
- Mark ready: for plans set to charge when the order is ready.
- Reschedule: move any payment to a new date.
- Waive: write off part of the balance and let the order complete.
- Cancel plan: stop collecting and tag the order deposit:cancelled.
Questions
What if Shopify or the app is down on a due date?
Nothing is skipped. Due payments are queued, not fired once and forgotten, so they are charged at the next run when service returns.
Can I change the retry schedule?
Yes. The 1, 3 and 7 day ladder is the default and can be changed in settings, including adding or removing steps.
Does the customer see a separate charge from the deposit?
Yes, each balance charge appears on their statement as a separate payment to your store, the same way any Shopify payment does.
See the whole flow
The how-it-works page follows one order from the product page to paid in full.