Does the app work with cash on delivery (COD) deposits?

If you want to charge a deposit without the second auto-charging payment (for example, using the COD payment method) you can use the app’s Installment payment functionality. This will allow you to receive a deposit at checkout and the second payment by cash on delivery.

Settings

1. In the app, go to Deferred payments.

Open

2. Under the Type, select Installment payments.

Open

3. Under Applies to, select which products or collections you want to allow purchasing in installments.

4. Moving to Installment payments, specify the percentage of Initial payment and type “1” under the Quantity of remaining payments. Under Payment every, select the required number of days or weeks; this is the interval at which customers will receive invoices. For COD, it is recommended to specify the period following the date of delivery - in this case, invoices will not be sent since the order is already paid. Specify the Installment order payment tag or leave the proposed one.

5. Optionally, you can change the inline text which your customers will see on the cart page and checkout for installment products.

In their shopping cart, the percentage of initial payment will be displayed automatically after the Cart page and Checkout inline text.

6. Click Save.

7. Go to the installment widget design settings by clicking the Design page link on the info banner. Alternatively, click Design in the app’s menu on the left and Installment widget afterward.

8. Under Translations, change the default text as you need. The example is depicted in the screenshot below.

9. Click Save. Make sure the installment widget looks good in your store.

Cash on delivery buying flow

1. The buyer comes to the product page, selects Deposits, and adds an item to their cart.

2. At checkout, the buyer pays the deposit. Online payment (not COD) should be available in a store; otherwise, the amount of deposit will not be charged immediately.

3. The buyer pays the initial amount (€1.50) and receives an email confirmation.

4. The merchant receives a newly generated order for the amount paid (€1.50) and the draft order for the remaining amount (€8.50).

The draft order comes with a note “Installment 2 payment”

5. After receiving the remaining amount, the merchant clicks the Collect payment button.

Next, they select Mark as paid.

A pop-up window will appear, where the merchant should click the Create order button to confirm order creation.

6. A new order is generated for the remaining amount (€8.50). After that, the initial order and the second order become canceled to create a new paid order for a total of €10.00.