Once you’ve installed the plugin, you can configure your deposits as follows:
Go to WooCommerce > Settings > Deposits to update your settings.
Deposits Settings
Accept Deposits?
Use this option to decide how to configure the deposit. Choose from:
- No – no products will have deposits enabled
- All Products – all products will have deposits enabled
- Some Products – specific products will have deposits enabled
- Entire Order – the entire order will have a deposit enabled
Deposit Type
Choose what type of deposit – either a percentage of the product price or a fixed amount.
Deposit Amount
Enter a value here. If you have chosen ‘Percentage’ in ‘Deposit Type’, then this value will be the percentage value. Otherwise, it will be the fixed amount.
Default Payment Method
Choose from: Deposit, Pay In Full, Deposit Only, or Custom Amount (customer enters their own amount to pay now).
If you choose either ‘Deposit’ or ‘Pay In Full’, the customer will be able to change the method when they add the product to the cart.
if you choose ‘Deposit Only’, the customer won’t have an option to pay the deposit or pay in full. Instead, they will automatically be charged the deposit when they check out.
If you choose ‘Custom Amount’, the customer will be presented with an input field to enter their chosen amount. You can set minimum and maximum limits on this.
Apply Tax Scheduled Order
When a customer pays a deposit, the remaining balance is collected later via a scheduled order. Enable Apply Tax Scheduled Order to apply tax to that scheduled order when it’s created. If left disabled, tax is not applied to the balance order.
Deposit Expiry
You can set a date after which deposits are no longer available for a product, requiring customers to pay the full price instead. To turn this on, enable Enable deposit expiry in the Deposits settings.
Once enabled, a Deposit available until field appears on the Deposits tab of each product’s edit screen – pick a date using the calendar date picker. Deposits remain available for that product up to and including the selected date; from the day after, the deposit option is automatically hidden on the product page and customers must pay the full price.
Note: enabling deposit expiry also makes the Deposits tab visible on the product edit screen when Accept Deposits? is set to All Products, so you can set an expiry date even though deposits aren’t otherwise configured per-product in that mode.
Accepting Deposits for ‘Some Products’
When Accept Deposits? is set to Some Products, a Deposits tab appears on the Product data panel for each product, where you can configure:
- Reminder date: optionally set a date to send the customer a reminder email before the balance is due
- Enable deposits: turns deposits on for this specific product
- Deposit amount: overrides the global deposit amount for this product (leave blank to use the global setting)
- User defined minimum amount: overrides the global minimum amount a customer can enter for this product, if user-defined deposits are enabled
- Remaining balance due date: optionally set a due date for when the outstanding balance on this product should be paid
To view these options:
- Edit the product
- Click the ‘Deposit’ tab in the ‘Product data’ section
- Check the ‘Enable deposits’ option
User Defined Options
You can allow users to define their own deposit amount.
User Defined Deposit
Check this option to allow the user to define their own deposit amount.
User Defined Minimum Amount
Enter the minimum amount that the user can pay as a deposit. This will prevent the user from defining very small amounts as their deposit.
Optional Part Payments
Check this option if you’d like to allow the user to split their outstanding balance into multiple smaller amounts. The user will be able to pay part of their outstanding balance and a new scheduled order will be created for the remaining amount.
Optional Part Payment Minimum Amount
Set a minimum amount that the user must pay off from their outstanding balance. When the remaining amount reaches this figure, the user must pay off all their outstanding balance and the order will be completed.
Pay In Full Discount
Pay In Full Discount lets you offer a discount to customers who choose to pay the full price instead of a deposit. Choose how the discount is calculated:
- Percentage: a percentage of the price is deducted
- None: no discount is offered
- Fixed: a fixed monetary amount is deducted
Pay In Full Discount Amount
Set the value of the discount here. This will be applied as a percentage of the product/order total or as a fixed fee based on your choice above.
Pay In Full Discount Label
You can add an optional text to the ‘Pay In Full’ label to inform the user of the discount if you wish.
If you’d like to set a different deposit amount from the value defined in the main settings, you can enter a value in ‘Deposit amount’. This will override the value. Note that the deposit type, i.e. percentage or fixed, is not overridden.
Emails
You can schedule certain emails.
Scheduled Order Paid
Check this option to send the admin an email when a scheduled order has been paid.
Send Reminder Emails
Check this option to send the customer an email reminder. The date can be set globally or per product.
Due Date
Define a period into the future, e.g 3 Months, when the outstanding balance should be paid after the order is placed. This only applies to deposits on the Entire Order. An email will be sent to user when this period elapses.
Reminder Email
You can send an email reminder to users at a specified period before the outstanding balance is due. Set a date here, e.g. 2 Weeks.