General settings

Admins can let users pay with a deposit for all shop products or only a part of them. In the first case, you have to activate the “Enable deposit” option, in YITH > Deposits and Down Payments.

general settings deposit

Enable plugin features: enable or disable this option to show the deposits options on your products in one click. If you disable the option, you will find all the settings when you enable it again.

Enable deposit: enable this option to enable the deposit on all products. This setting can be overridden on the product level. Recommended if you want to enable the deposit on all or most products of your shop.

Deposit checked: enable this if you want to show the deposit option as selected by default.

Force deposit: enable this if you want your users to pay a deposit and not to pay the whole product price up front.

Enable AJAX variation: enable this option if you want to load the deposit section in AJAX. Thi will reduce the page loading time.

In the Deposit section below, you will be able to set up the following options for all your products (also this settings can be overridden on the product level):

  • Deposit type: choose between fixed or percentage.
  • Deposit amount/rate: fill in price for amount, or percentage for rate.
  • Deposit virtual:  enable this option for virtual deposit products (shipping, if any, will be paid on balance, for each balance order created). Otherwise deposit will use product configuration, while balance orders will contain virtual products (no shipping). Please, refer to this page for more details about shipping settings.

How to create balance order

As you already know, every time the user decides to purchase with an initial deposit, the system registers two orders: the first, which is the main order, in the amount of the deposit. And the second, the child order, in the amount of the total remaining balance.
The status of the second order changes depending on the settings of the “Let users pay balance orders online” option.

balance settings deposit

  • Enabled: the order is created with a “Pending” status, so users can complete their purchase online.
  • Disabled: the order is created with a “On-Hold” status.

Orders

This behavior can also be set on each single product by overriding the general option highlighted above.

balance online

Deposit validity time frame

By enabling the “Deposit expiration” option, you can apply a validity time frame on paid deposits and decide when an order with deposits cannot be completed anymore. You will get two options, the deposit expires:

  1. After some days from its creation
  2. On a specific date

1. After some days from its creation

after some days expiration

Thanks to this option, you force users to complete the order within a specified number of days since payment of the deposits. You can set the value for validity time frame in “Days before expiration”. If orders are not completed within this time frame, the plugin allows you to choose between the following:

  • do nothing: the order status goes to “cancelled” and appears among WooCommerce “Orders” page.List of orders to be refunded
  • refund deposit for product: if users have paid using PayPal, the amount paid will be automatically refunded and and order status switches to “refunded”.

2. On a specific date

expiration deposit

  • Expiration date: select a specific date from the calendar
  • Product Status: decide what will change in the product, when the deposit expires:
    • Do nothing
    • Disable deposit
    • Make item no longer purchasable
    • Hide item from catalog visibility
  • Expiration fallback: decide what will happen after deposit expires, either do nothing, or refund the deposit for the product.

Example:

If you are organizing an event, and the deposit needs to expire 7 days before the event date. You can set the ‘specific date’ to the date you wish, and decide what will happen after that date. For example hide the item completely.

 

Example of purchase with a deposit

Let’s analyze what happens during a purchase with a deposit, describing all steps. In our example, the user adds two different products to the cart and decides to pay one product completely, and the other one (“UNCHARTED 4”) with a deposit: the deposit is 5£ (amount set in the option panel).
In addition to the order total, shipping fees will be added for an amount of 10£.

The cart will look as follows:

Cart example

The total amount of the order will be composed by:

  • the amounts of the products for which no deposit is requested (50£)
  • the total of the deposits available in the cart (5£)
  • the shipping fees, if available (10£)

The order total of our example is 65£ (of £129)
(£129 represents the order total including balance).

Once sent, the total will be available in the “Thank You” page, explaining in detail the already paid amount and the remaining due payment.

Thank you page

Manage deposit and balance orders

For each order request the plugin creates a parent order and a specified number of child orders, as many as the deposits paid for parent order.
In this case, one parent and one child order will be generated.

List of orders

Parent order refers to the payment request sent already by the customer. As it happens for any other order in the shop, the order takes on the status “On hold” in case of bank transfers or cheques, or the status “Processing” for PayPal payments.

Parent order

On the contrary, the child order refers to the product for which the deposit has been paid and its amount will be equal to the remaining amount to be paid for the product. If the product is not a “virtual” one, it will also include th shipping fees.+ In our example, the order amount is equal to 74£ divided in this way:

  • 64£: remaining amount to pay (69£, minus the 5£ deposit)
  • 10£: shipping fees of the product

Child order

Users can complete their payment in their “My Account” page.

Track order status in My Account page

In the “My Orders” section of the “My Account” page, users can track the status of their orders. When an order contains products paid with a deposit, users will see a screen like the following one with two buttons.

Order page

Both buttons let you access to the order detail page.

Deposit list

In our example image you can see only one button as we have paid the deposit for just one product.

In this page, users can complete their payment or cancel it. For the latter, the plugin does not include any refund activity for the possible paid deposit, even if this has been paid through PayPal. This means that admins have to manage refunds manually.
By the way, in this case, the child order will get the “cancelled” status.

Manage shipping fees

Shipping fees are added to the latter part of the order, as they are not paid with the deposit. The shipping method can be selected by the administrators or by users in the cart page. This can be set with the “Shipping Handling” option, in YIT Plugins -> Deposit and Down Payments.

Shipping handling

About shipping fees you can:

  • Use the default shipping method (the first active one of the list in “WooCommerce -> Settings -> Shipping”
  • Select the shipping method among those already activated

To let users decide which shipping methid they want to use, you have to select the “Show shipping selection form to users on single product page” option. In this way, in the product page users will find the related selection form.

Select shipping in product page

Besides the user can select a different state in his/her shipping data.
In this case, the user could immediately check the shipping fees basing on the specified state and cities.

Shipping form - Product detail page

Labels and Messages

To change the texts of the plugin as they appear on the frontend and customize them, you can use the section called Labels and Messages in YITH Deposits and Down Payments > Settings.

These texts are the same both on Cart and Checkout page, so, whenever you can one of them, the text will be updated both in Cart and in Checkout.

Labels_and_Messages

Following you find listed all the texts that can be changed:

  • Deposit
  • Pay deposit
  • Pay full amount
  • Partially Paid
  • Full price label
  • Balance label
  • Pay on location

Finally, you can also change the position of the notes on the product page and choose one among the following:

  • Below product title
  • Below product price
  • Below product excerpt
  • Below single Add to Cart
  • Below product meta
  • Below product share

Position_of_product_note

Email notifications

Section “Notify”, available in option panel, allows you to enable or disable automatic email notifications if the following conditions apply:

  • order containing at least one deposit is completed: both admin and users receive this email that is sent as soon as the parent order appears in WooCommerce “Order” page.
  • the deposit is going to expire: users receive an email some days before the deposit expires that reminds them about the number of days left to pay the balance. You can set the number of days in “Days before notification”.

Enable email notifications

Email settings can be configured in “WooCommerce > Settings > Emails”.

Email customization

If you want to override your theme default email template, you have to copy the .php template file of the plugin and paste it into the theme. You can either do this manually or click on the “Copy file to theme” button in the bottom of the page.

Automatic copy of the email template file

A copy of the file in the specified path is created so that you can change it as you prefer. In case you cannot copy the file through the button, to override and edit the email template, copy the path specified in the page into the theme folder.

Path in theme