Payment Settings

Step 2 of the campaign wizard: configure payment type, deposit amount, inventory deduction, and order tags.

How to set up

From the campaign wizard, navigate to Step 2: Payment. Choose how customers pay for their pre-order.

Choose payment type

In the Payment Type card, select one option:

• Full payment: charge the full amount at checkout. This is the simplest option, no additional configuration needed.
• Partial payment (Deposit): charge a deposit at checkout and collect the remaining balance later. When selected, the Deposit Amount and Remaining Balance sections appear (see next steps).

Choose deposit type (Partial payment only)

When Partial payment is selected, the Deposit Amount card appears with a segmented button group:

• Percentage (default): charge a percent of the product price as the deposit.
• Fixed amount: charge a flat amount as the deposit.

Set deposit value (Partial payment only)

A single field appears below the toggle. Its label changes based on the deposit type:

• Deposit percentage (%): enter a value from 1 to 100 (e.g. 20 means the customer pays 20% now).
• Deposit amount (<currency symbol>): enter a fixed amount in your store currency (e.g. 25 means $25 regardless of product price).

Set the remaining balance schedule (Partial payment only)

In the Remaining Balance section, choose When to charge remaining balance:

• On a specific date: a Charge date picker appears. The remaining balance is charged automatically on that date. Past dates are disabled.
• Days after checkout: enter the number of days after the order is placed (suffix shows "days"). The remaining balance is charged automatically that many days later.

Choose inventory deduction

The Inventory card controls when stock is decremented for pre-orders:

• Deduct stock at checkout (default): stock decreases when the customer places the order.
• Deduct stock at fulfillment: stock decreases only when you ship the order. Useful if your "inventory on hand" reflects available-to-ship rather than reserved units.

Add order tags (optional)

In the Order Tags card, type a tag name into the Search or add tags field. A "Add "your-tag"" row appears in the dropdown; click it (or press Enter) to add the tag.

• Added tags appear as small chips below the field. Click the × on a chip to remove it.
• Example tags: pre-order, summer-2026, deposit-paid
• Tags are automatically attached to every Shopify order placed through this campaign.

Click Continue to proceed to Display Settings (opens in a new tab), or click Back to return to Campaign Settings (opens in a new tab).