Remaining balances and payment links

A booking deposit leaves part of the rental amount to collect later. A security deposit is a separate refundable amount and is not the same workflow.

Configure collection per product

1. Open Products → your rental product and enable its deposit settings.
2. Choose the booking deposit model and set Deposit (%) or Deposit fixed.
3. Set Balance due days before rental.
4. Choose Remaining balance collection:
   • Auto-send Shopify payment link: use a Shopify draft-order payment link for the balance.
   • Track for manual invoice: your team manages invoicing.
   • Collect offline: your team collects payment outside the online payment-link flow.
5. Enable Give customers the option to pay in full if appropriate, then save.
6. Test the deposit and pay-in-full choices on the storefront. A fully paid rental should not retain an unpaid rental balance.

Before using automatic payment links

Approve the required Shopify draft-order permission when prompted. Ensure the booking has the correct customer email and configure your verified support contact. The balance scheduler checks due bookings periodically; a due date is not a promise of delivery at an exact minute.

A payment link asks the customer to pay. It does not automatically charge a saved card.

Review or send a balance link

1. Open the booking and inspect Remaining balance, Balance due date, Balance collection and Payment link.
2. For an eligible unpaid payment-link booking with no sent invoice, use Send balance payment link if you want to send it now.
3. Check the resulting status. A sent link means an invoice was sent, not that payment was collected.
4. After the customer pays, verify the linked Shopify payment/order and the updated booking balance. Successful payment reconciliation marks the tracked link paid.

If sending fails, read the error and check permissions, the customer address and the existing draft order before trying again. Do not create an extra invoice for a balance already paid. For manual invoice or offline collection, retain your payment evidence; do not assume a bank transfer updates Shopify automatically.

The Bookings list distinguishes a due date, a sent payment link, a failed link and a reconciled paid balance. A booking amendment can also show a separate amount to collect or refund; see booking changes.

See Deposits and Notifications.