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Override deposit and balance options by product

You might need to manage deposit and balance options at the product level. If so, you can override the global settings from the product edit page. Let’s see how.

The plugin adds a new section – Deposit & Balance – to the product edit page where you can find two options to override deposit and/or balance general settings.Deposit & Balance section on product edit page

Override deposit options

To override global deposit settings, enable the option Override deposit options.

How to override global deposit options

To offer your users the possibility to leave a deposit for the product, enable the option Enable deposit for this product.

Now you can decide how to manage the deposit payment through the option Set the deposit payment as:

Let users choose to pay full amount or a deposit

By choosing Optional, your users will be free to decide whether to pay the full product price or just leave a deposit. Optionally, you can also show the deposit selected by default by enabling the option Show deposit option selected by default.

On the contrary, if you want your users to pay only a deposit without giving them the possibility to pay the full amount, you need to select Forced.

To add a notice about the deposit option on the product page, enable Show custom notice and insert the text in Additional product notes.

Show a deposit custom notice for the product

Override balance options

To override global balance settings, enable the option Override balance options.

How to override balance options on product

Through the option Balance order creation for this product, 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: by selecting this option, balance orders will get the Pending payment status. Users will have to pay the remaining balance on your online store;
  • Create balance orders with “On hold” status, and manage payments manually: by selecting this option, balance orders will get the On hold status. Users will have to pay the remaining balance manually, for example in cash in your physical store;
  • Do not create any balance order: by selecting this option, no balance order will be created.

If you want to push your customers to pay for their balance orders, just enable the option Require balance payment to customers.

Now you can define when the payment will be required. You can choose from two options:

How to require balance payment for the product

  • 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;

How to require balance payment for the product on a specific date

  • On a specific date: this option allows you to choose a date from the calendar to require the payment of the balance orders.

Additionally, you will be able to decide the action to apply if the balance order won’t be paid within the specified date. In the option When balance is required on a specific date, and is overdue you can choose to:

Actions to apply when balance payment is overdue

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

Finally, you can override the email notification sending about the balance payment by enabling the option Notify balance payment to customer. This email will be sent to customers as a balance payment reminder. For automatic charges (check Stripe options here), the email will be sent as a reminder of the upcoming payment for which customers don’t need to execute any further action. For manual payments, the email will include the link that redirects the customer to the payment page.

Send balance payment email for the product

You can now choose when the balance payment email will be sent to customers. Specify a value and select days, weeks, or months. For example, if you set 7 days, the customer will receive the notifications 7 days before the payment due date.