{"id":122,"date":"2018-03-07T09:53:25","date_gmt":"2018-03-07T09:53:25","guid":{"rendered":"https:\/\/docs.yithemes.com\/yith-woocommerce-deposits-and-down-payments\/?p=122"},"modified":"2024-06-21T14:44:42","modified_gmt":"2024-06-21T14:44:42","slug":"balance-options","status":"publish","type":"post","link":"https:\/\/docs.yithemes.com\/yith-woocommerce-deposits-and-down-payments\/balance-options\/balance-options\/","title":{"rendered":"Balance options"},"content":{"rendered":"\n<p>Let&#8217;s analyze how you can manage balance options through the plugin settings available in the section&nbsp;<strong>Balance options<\/strong>.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><a href=\"https:\/\/docs.yithemes.com\/yith-woocommerce-deposits-and-down-payments\/wp-content\/uploads\/sites\/310\/2018\/03\/balance-order-creation.jpg\" data-rel=\"lightbox-image-0\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"2128\" height=\"516\" src=\"https:\/\/docs.yithemes.com\/yith-woocommerce-deposits-and-down-payments\/wp-content\/uploads\/sites\/310\/2018\/03\/balance-order-creation.jpg\" alt=\"Balance order creation\" class=\"wp-image-1106\" srcset=\"https:\/\/docs.yithemes.com\/yith-woocommerce-deposits-and-down-payments\/wp-content\/uploads\/sites\/310\/2018\/03\/balance-order-creation.jpg 2128w, https:\/\/docs.yithemes.com\/yith-woocommerce-deposits-and-down-payments\/wp-content\/uploads\/sites\/310\/2018\/03\/balance-order-creation-300x73.jpg 300w, https:\/\/docs.yithemes.com\/yith-woocommerce-deposits-and-down-payments\/wp-content\/uploads\/sites\/310\/2018\/03\/balance-order-creation-1024x248.jpg 1024w, https:\/\/docs.yithemes.com\/yith-woocommerce-deposits-and-down-payments\/wp-content\/uploads\/sites\/310\/2018\/03\/balance-order-creation-768x186.jpg 768w, https:\/\/docs.yithemes.com\/yith-woocommerce-deposits-and-down-payments\/wp-content\/uploads\/sites\/310\/2018\/03\/balance-order-creation-1536x372.jpg 1536w, https:\/\/docs.yithemes.com\/yith-woocommerce-deposits-and-down-payments\/wp-content\/uploads\/sites\/310\/2018\/03\/balance-order-creation-2048x497.jpg 2048w\" sizes=\"auto, (max-width: 2128px) 100vw, 2128px\" \/><\/a><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Balance order creation<\/strong>: through this option, you can decide how to manage balance orders by choosing from:\n<ul class=\"wp-block-list\">\n<li><strong><em>Create balance orders with &#8220;Pending payment&#8221; status, and users will pay the balance online: <\/em><\/strong>this option will assign the <em>Pending payment<\/em> status to balance orders, and users will have to pay the remaining balance on your online store;<\/li>\n\n\n\n<li><strong><em>Create balance orders with &#8220;On hold&#8221; status, and manage payments manually:&nbsp;<\/em><\/strong>this option will assign the <em>On hold<\/em> status to balance orders, and users will have to pay the remaining balance manually, for example, cash in hand in your physical store;<\/li>\n\n\n\n<li><strong><em>Do not create any balance order:&nbsp;<\/em><\/strong>this option won&#8217;t create balance orders.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p>If you decide to create balance orders, either with <em>Pending payment<\/em> or <em>On hold<\/em> status, an additional set of options will show.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/docs.yithemes.com\/yith-woocommerce-deposits-and-down-payments\/wp-content\/uploads\/sites\/310\/2018\/03\/balance-options-2.jpg\" data-rel=\"lightbox-image-1\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"1557\" height=\"1182\" src=\"https:\/\/docs.yithemes.com\/yith-woocommerce-deposits-and-down-payments\/wp-content\/uploads\/sites\/310\/2018\/03\/balance-options-2.jpg\" alt=\"Balance options\" class=\"wp-image-1107\" srcset=\"https:\/\/docs.yithemes.com\/yith-woocommerce-deposits-and-down-payments\/wp-content\/uploads\/sites\/310\/2018\/03\/balance-options-2.jpg 1557w, https:\/\/docs.yithemes.com\/yith-woocommerce-deposits-and-down-payments\/wp-content\/uploads\/sites\/310\/2018\/03\/balance-options-2-300x228.jpg 300w, https:\/\/docs.yithemes.com\/yith-woocommerce-deposits-and-down-payments\/wp-content\/uploads\/sites\/310\/2018\/03\/balance-options-2-1024x777.jpg 1024w, https:\/\/docs.yithemes.com\/yith-woocommerce-deposits-and-down-payments\/wp-content\/uploads\/sites\/310\/2018\/03\/balance-options-2-768x583.jpg 768w, https:\/\/docs.yithemes.com\/yith-woocommerce-deposits-and-down-payments\/wp-content\/uploads\/sites\/310\/2018\/03\/balance-options-2-1536x1166.jpg 1536w\" sizes=\"auto, (max-width: 1557px) 100vw, 1557px\" \/><\/a><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>If an order includes multiple deposits, for the balance<\/strong>: this option lets you choose how to create balance orders for those orders that include more deposits;\n<ul class=\"wp-block-list\">\n<li><strong>Create a single balance order that includes all products&nbsp;<\/strong>or<\/li>\n\n\n\n<li><strong>Create a specific balance order for each product<\/strong><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong><strong>Require balance payment to customers<\/strong><\/strong>: enable this option to manage how and when the balance payment will be required;\n<ul class=\"wp-block-list\">\n<li><strong>The balance payment will be required<\/strong>: here, you can select one of the two options available:\n<ul class=\"wp-block-list\">\n<li><strong>After a specific range of days from the deposit:&nbsp;<\/strong>this option allows you to specify the number of days from the deposit to require the payment of the balance orders;\n<ul class=\"wp-block-list\">\n<li><strong>Require balance payment:<\/strong> enter the number of days;<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>On a specific date:&nbsp;<\/strong>this option allows you to choose a date from the calendar to require the payment of the balance orders;<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Send the email about the balance payment: <\/strong>choose how many days, weeks, or months before the payment date to send the balance payment email;<\/li>\n\n\n\n<li><strong>If balance is not paid:<\/strong> if the balance order won\u2019t be paid within the specified number of days, you can choose one of the following actions:&nbsp;\n<ul class=\"wp-block-list\">\n<li><strong>Cancel the balance order<\/strong>;<\/li>\n\n\n\n<li><strong>Cancel the balance order and refund the deposit<\/strong>;<\/li>\n\n\n\n<li><strong>Send reminder<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p>Go to <a href=\"https:\/\/docs.yithemes.com\/yith-woocommerce-deposits-and-down-payments\/balance-options\/actions-on-unpaid-balance-orders\/\" target=\"_blank\" rel=\"noreferrer noopener\">this page<\/a> to learn how to manage balance orders that haven&#8217;t been paid, and the automatic actions you can apply.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Let&#8217;s analyze how you can manage balance options through the plugin settings available in the section&nbsp;Balance options. If you decide to create balance orders, either with Pending payment or On hold status, an additional set of options will show. Go to this page to learn how to manage balance orders that haven&#8217;t been paid, and &hellip; <a href=\"https:\/\/docs.yithemes.com\/yith-woocommerce-deposits-and-down-payments\/balance-options\/balance-options\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">Balance options<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17,18],"tags":[],"class_list":["post-122","post","type-post","status-publish","format-standard","hentry","category-balance-options","category-settings"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.8.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>YITH Deposits and Down Payments: Balance options<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.yithemes.com\/yith-woocommerce-deposits-and-down-payments\/balance-options\/balance-options\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"YITH Deposits and Down Payments: Balance options\" \/>\n<meta property=\"og:description\" content=\"Let&#8217;s analyze how you can manage balance options through the plugin settings available in the section&nbsp;Balance options. 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