{"id":948,"date":"2022-08-12T15:56:11","date_gmt":"2022-08-12T15:56:11","guid":{"rendered":"https:\/\/docs.yithemes.com\/yith-woocommerce-deposits-and-down-payments\/?p=948"},"modified":"2024-06-26T12:54:00","modified_gmt":"2024-06-26T12:54:00","slug":"how-to-configure-the-balance-options","status":"publish","type":"post","link":"https:\/\/docs.yithemes.com\/yith-woocommerce-deposits-and-down-payments\/how-to\/how-to-configure-the-balance-options\/","title":{"rendered":"How to configure the balance options"},"content":{"rendered":"\n

Once you\u2019re done enabling and configuring the deposits in YITH > Deposits \/ Down Payments > Deposit Option<\/em>, you should move on to the following section, Balance Options<\/em>, to configure the balance options.\u00a0<\/span><\/p>\n\n\n\n

First, you need to decide how you want to manage balance orders; you can create them with the \u201cPending payment\u201d status and let users pay the balance later on online, you can create the orders with the \u201cOn hold\u201d status and process the payments manually (in that case, you would have to change the order status manually), or simply do not create a balance order at all:<\/p>\n\n\n\n

\"Balance<\/a><\/figure>\n\n\n\n

By choosing either of the two options for the balance order creation, you\u2019ll find an option below to decide how you want to handle orders with multiple deposits, that is, with two or more products that have deposit payments. You can create a single balance order for all of those products, or create an order for each one of them. You will also find an option to request the balance payment to customers:<\/p>\n\n\n

\n
\"Require<\/a><\/figure><\/div>\n\n\n

If you enable the option to request the balance payment, you\u2019ll be able to decide when the balance has to be paid for and what actions to take in case it\u2019s not. You can request the balance payment on a specific date or a specific number of days after the deposit was paid. For example, let\u2019s set a global rule to request the payment 7 days after the deposit was paid for. This way, an email will be sent to customers reminding them that the balance due date is approaching:<\/p>\n\n\n

\n
\"Balance<\/a><\/figure><\/div>\n\n\n

Then, you can decide the actions to take if the balance is not paid for when the due date is reached; you will configure these actions and the plugin will automatically process them whenever the conditions apply. For example, a reminder can be automatically sent if the balance order is not paid for and if the user still doesn\u2019t pay 5 days after that, the order will be automatically canceled:\u00a0<\/span><\/p>\n\n\n

\n
\"Send<\/a><\/figure><\/div>","protected":false},"excerpt":{"rendered":"

Once you\u2019re done enabling and configuring the deposits in YITH > Deposits \/ Down Payments > Deposit Option, you should move on to the following section, Balance Options, to configure the balance options.\u00a0 First, you need to decide how you want to manage balance orders; you can create them with the \u201cPending payment\u201d status and … Continue reading How to configure the balance options<\/span><\/a><\/p>\n","protected":false},"author":37,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11,12],"tags":[],"class_list":["post-948","post","type-post","status-publish","format-standard","hentry","category-how-to","category-step-by-step-guides"],"yoast_head":"\nYITH Deposits and Down Payments: How to configure the balance options<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link 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