💳 Pre-Payment Bookings: Charge the Remaining Amount or Send an Invoice

With pre-payment, the customer pays only a part of the price when they book (for example 30% or 50%) and the rest later. This article explains how you collect the rest from the admin.

If you have not turned pre-payment on yet, start with How to Use the Pre-Payment Feature.

Where to find your pre-payment bookings

Shopify admin > Apps > Cowlendar Booking > Bookings > tab Pre-payment.

The tab lists only the bookings paid in two parts. It has the same search, date range and filters as the Bookings tab (see Bookings Page: Tabs, Filters, Statuses and Export).

What you see on a pre-payment booking

In the Booking info column, the line under the service name says Regular booking - with checkout (Pre-payment order ...) followed by the order number. Under it you find two links:

• Charge remaining amount
• Send invoice

In the Price & Qty column a blue AUTHORIZED badge appears while the remaining balance has not been collected.

How to collect the remaining amount

1. Open the Pre-payment tab.
2. Find the booking with the AUTHORIZED badge.
3. Click Charge remaining amount to collect the balance yourself, or Send invoice to send the customer an invoice for the balance.
4. Once the balance is collected, the booking no longer shows the AUTHORIZED badge.

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You can also reach these actions from the Bookings tab and from a customer's Details window, because the booking row is the same everywhere.

Collect the balance automatically

You can ask Cowlendar to collect the balance for you. In the service:

1. Open My services and click Edit on the service.
2. Go to the Payment tab.
3. In the Pre-payment card, set When to charge the remaining amount? The option shown by default is After booking date.
4. Set Automatically charge the remaining amount after the booking date: enter a number and choose the unit (for example 30 Days).

Other settings of the Pre-payment card

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All payments are handled through the Shopify checkout. Cowlendar does not process payments by itself.

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Pre-payment cannot be combined with Subscriptions on the same service. If pre-payment is on, the subscription switch is disabled.

Common questions

What does AUTHORIZED mean?

It is the badge of a booking whose first payment was made but whose remaining balance has not been collected yet.

What is the difference between a deposit and a pre-payment?

A pre-payment is part of the price of the service, paid now, with the rest later. A deposit is an extra amount billed to confirm the booking. See How to Use the Deposit Feature in Cowlendar.