Take payments
Customers pay their house account orders the normal Shopify way. The app doesn't take or record payments; it reads what each order still owes in Shopify, so the balance goes down as soon as a payment is collected.
In Shopify POS
- Open Orders and select the order. The account page in the app and the statement list each open order by number.
- Tap Collect payment and take the payment with any POS payment method.
- To pay only part, choose Mark as partially paid after the payment. The rest stays on the account.
In Shopify admin
Open the order in Orders and select Collect payment, for example Mark as paid for a bank transfer or cheque. Partial payments work the same way.
What counts in the balance
| Order | In the balance |
|---|---|
| Sold with the Charge to account tile | Yes, shown as Charged in app on the account page |
| Closed in POS with Mark unpaid or Mark as partially paid | Yes, shown as POS unpaid / partial |
| Other unpaid orders, for example online orders with a manual payment method | No. Listed separately under Other unpaid orders (not in the balance) |
| Cancelled orders | No |
Refunds and order edits follow Shopify too: the balance is always the order's outstanding amount in Shopify. After a refund or exchange on a partly paid order, Shopify may not let POS take more payments on it; collect the rest in Shopify admin.