Balance options

Let’s analyze how you can manage balance options through the plugin settings available in the section Balance options.

• Balance order creation: through this option, you can decide how to manage balance orders by choosing from:
  • Create balance orders with “Pending payment” status, and users will pay the balance online: this option will assign the Pending payment status to balance orders, and users will have to pay the remaining balance on your online store;
  • Create balance orders with “On hold” status, and manage payments manually: this option will assign the On hold status to balance orders, and users will have to pay the remaining balance manually, for example, cash in hand in your physical store;
  • Do not create any balance order: this option won’t create balance orders.

If you decide to create balance orders, either with Pending payment or On hold status, an additional set of options will show.

• If an order includes multiple deposits, for the balance: this option lets you choose how to create balance orders for those orders that include more deposits;
  • Create a single balance order that includes all products or
  • Create a specific balance order for each product
• Require balance payment to customers: enable this option to manage how and when the balance payment will be required;
  • The balance payment will be required: here, you can select one of the two options available:
    • After a specific range of days from the deposit: this option allows you to specify the number of days from the deposit to require the payment of the balance orders;
      • Require balance payment: enter the number of days;
    • On a specific date: this option allows you to choose a date from the calendar to require the payment of the balance orders;
• Send the email about the balance payment: choose how many days, weeks, or months before the payment date to send the balance payment email;
• If balance is not paid: if the balance order won’t be paid within the specified number of days, you can choose one of the following actions: 
  • Cancel the balance order;
  • Cancel the balance order and refund the deposit;
  • Send reminder.

Go to this page to learn how to manage balance orders that haven’t been paid, and the automatic actions you can apply.

Let’s see the automatic actions you can apply when customers don’t pay the balance order.

In the section Balance options, you can find the option If balance is not paid through which you can manage these cases according to when the payment is required.

You can choose to:

• Cancel balance order
• Cancel balance order and refund deposit
• Send reminder

Cancel balance order

Balance required after a specific range of days

If the balance isn’t paid within the previously set specified number of days from the deposit, the order will be automatically canceled, and the customer will no longer be able to complete the payment. You can manually process the refund of the paid deposit from the edit page of the balance order.

Balance required on a specific date

If the balance isn’t paid within the previously set date, the order will be automatically canceled, and the customer will no longer be able to complete the payment. You can manually process the refund of the paid deposit from the edit page of the balance order.

Finally, you can also decide what action to apply on the product that has the deposit option enabled and requires the balance to be paid within the specified date. Through the option When balance is required on a specific date, and is overdue you can choose to:

• Do nothing
• Disable deposit for the product
• Make product no longer purchasable
• Hide product from catalog

Cancel the balance order and refund the deposit

Balance required after a specific range of days

If the balance isn’t paid within the specified number of days from the deposit previously set, the balance order will be automatically canceled and the deposit order refunded.

Automatic refunds can be processed only for deposits paid with one of the WooCommerce gateways supporting this action.

Balance required on a specific date

If the balance isn’t paid within the specified date previously set, the balance order will be automatically canceled and the deposit order refunded.

Automatic refunds can be processed only for deposits paid with one of the WooCommerce gateways supporting this action.

Finally, you can also decide what action to apply on the product that has the deposit option enabled and requires the balance to be paid within the specified date. Through the option When balance is required on a specific date, and is overdue you can choose to:

• Do nothing
• Disable deposit for the product
• Make product no longer purchasable
• Hide product from catalog

Send reminder

Regardless of when the payment of the balance order is required, you can choose to send a reminder email to customers to invite them to pay for the balance and set an expiration in days. If the balance order isn’t paid within the specified days, you can choose one of the following actions: 

• cancel the balance order 
• cancel the balance order and refund the deposit.

Automatic refunds can be processed only for deposits paid with one of the WooCommerce gateways supporting this action.

If you want to automatically charge balance orders (according to what is defined through the option Require balance payment to customers), you first need to install and activate YITH WooCommerce Stripe.

After activating the plugin, go to Balance options > Stripe options to configure the following settings:

• Automatically charge balance on customer’s credit card: enable this option to automatically charge customers’ credit cards to pay their balance orders;
• Charge balance on credit card: 
  • Only if the customers paid the deposit with a credit card: select this option to automatically charge only those customers who paid the deposit with a credit card;
  • Forced for all customers, regardless of deposit’s payment method: select this option to automatically charge all customers who paid the deposit with any payment method and have a valid credit card registered with Stripe;
• Notice of automatic charge to show in “Payment Method” section and at checkout: enter the message to show to your customers to inform them about the automatic charge. This notice will show both in the Payment methods section in their My Account and on the Checkout page.

Notice on My Account

Notice on Checkout page