Dibs offers flexible payment options, including full and partial payments. A common question in partial payments is how to collect pending payments from customers. In this guide, we’ll walk through the methods you can use to collect the balance due using Dibs.
Automated Payment Due Emails
From the Dibs app, you can schedule automated emails such as payment due notifications, early payment reminders, and follow-up emails. Each notification includes a payment link, making it easy for customers to pay their remaining balance.
Partial payment has three modes for collecting balance dues: Exact due date, No. of days from checkout, and On fulfillment.
- Automated payment due emails apply only to the Exact due date and No. of days from checkout modes.
- They do not apply to the On fulfillment option, as payments are collected at the time of fulfillment and not on a due date. For On Fulfilment, you can send an invoice to the customer manually.
A payment due email will be sent to customers on their due date. You can customize the email subject and the custom message that is sent to customers.
Read this step-by-step guide for detailed instructions on customizing email notifications.
Apart from these two custom fields, all other details are populated by Shopify. The content is similar to Shopify’s native order invoice.
Similarly, you can customize and schedule the early reminder email for a specified number of days before the due date. And, a few days after the due date has passed, a follow-up email can be scheduled as a gentle reminder to customers who haven’t yet paid.
For the early reminder email and the follow-up email, you will have an additional field to specify the number of days before due or after due to customize the date when you wish to schedule the email.
Send an Invoice to the Customer
Another way to collect payments is by sending the invoice to customers manually via email.
In the Shopify’s order listing, open the order for which you want to send the invoice. Scroll down and click Send Invoice.
You will see a pop-up where you can enter the required information and click Review invoice. After reviewing the invoice, click Send invoice to share it with the customer.
This is a sample email that customers receive, allowing them to click Pay now to complete their payment.
Collect Payment from the Initial Payment Source (Credit Card)
The remaining balance can be collected using the customer’s credit card, vaulted by Shopify during the initial payment, provided it is within the authorization period.
Open the order ID from the Shopify’s order list, scroll down, and click Collect payment.
From the dropdown, select the source from which you want to collect the payment.
Then, click Charge to collect the payment. Immediately, the amount will be credited to your account from the customer’s credit card.
Customers will also receive this acknowledgement email when the payment is collected from their account, along with the order details.
Collect Offline Payments like Cash on Delivery(COD)
If you want to collect the remaining balance at the time of delivery or when the service is completed outside Shopify, open the order in Shopify Admin. Scroll down to the payment section, click Collect payment, and then select Mark as paid.
This will update the order status to Paid once you’ve received the payment offline.
Select Other or Cash on Delivery from the drop-down menu and click Mark as Paid.
For further support, we offer free setup assistance via chat or Zoom.