Collect Payments on Orders

When an order has an outstanding balance, merchants can collect the remaining amount from the Order Details view. This may happen after editing an order to add products or increase quantities, or when a previous payment attempt failed.

Collect Payment from the Order Details View

From the Orders menu, open the order and review the Payment Summary card. If additional payment is due, choose Collect Payment.

Available collection options may include:

• Send Invoice - email the customer a secure payment link for the outstanding balance.
• Existing Bankcard - charge a retained customer bankcard.
• Enter Credit Card - add a new bankcard for the customer and charge it for the remaining balance.
• Mark as Paid - record an offline or external payment.

Send an Invoice Payment Request

Choose Send Invoice to email the customer a secure payment link. The customer can use the link without logging in and pays the outstanding amount through a hosted checkout-style payment page.

Invoice payment requests are useful when:

• an order was edited and now requires additional payment
• the merchant wants the customer to complete payment directly
• the customer should review the updated order balance before paying

After the customer completes payment, they are redirected to the storefront order detail page.

Resend an Invoice

From the Order Details view, use Resend Invoice when the customer needs another copy of the payment request email.

Use an Existing or New Bankcard

When collecting payment from the dashboard, merchants can choose a saved customer bankcard or enter a new credit or debit card. New bankcards use the order billing address by default.

Use this option when:

• the original card failed
• the customer provides a replacement card
• the order was paid with another method but the remaining balance should be collected by bankcard

Successful payment attempts are recorded as order payment events and appear in the order timeline and transactions list.