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Orders & Fulfillment

Collect deposits and later balances

Use payment schedules when a customer should pay a deposit now and the balance later.

Updated

On this page
Plan availability: Pro. Order Deposits require Pro. Automatic balance collection additionally requires a vaulted Square customer card. The active production feature matrix is authoritative if an administrator changes an entitlement.

Enable deposits

  1. Open Checkout Settings.
  2. Open Payments & tips.
  3. Enable deposits.
  4. Choose Charge deposit by default or full payment.
  5. Choose a fixed amount or percentage and configure the balance due timing.

What the customer pays

The deposit reduces the amount due now. It does not change the order subtotal, tax, discounts, or remaining schedule. A gift card or store credit redemption can reduce the current payment, but it does not rewrite the remaining schedule.

Common problems

  • Automatic balance collection requires both autoCollect and a saved customer payment profile and method.
  • Deposit balance reminders use due-date lead times, not immediate unpaid-order lead times.
  • If a schedule is already overdue, missed upcoming reminders are not replayed.

Next steps


Keywords

deposit, balance payment, payment schedule, partial payment, auto collect, due date, payment plan

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