Pre-orders that are created as charge-later or deposit-upfront (deferred charge method) allow you to trigger the deferred charges whenever suits your store.

We also have a YouTube video here.

What are deferred charges #

A deferred charge, is where the customer accepts a future charge at the time of pre-order via your checkout. Shopify, PayPal or Stripe will ‘vault’ the card details to use for the future transaction.

Triggering deferred charges for all pre-orders  #

• Navigate to a product dashboard from within PreProduct. On the left-hand side of the dashboard will be a ‘Charge all customers’ button. 

• You will now see a list of variants for that product and whether an upcoming charge email is set to send first.

• Click the ‘Charge customers’ button and then a pop-up will appear prompting you to click ‘Confirm’. 

Please note that deferred charges apply to the whole order meaning all pre-order items from the customer’s original cart will be paid for.

Triggering deferred charges for specific pre-orders  #

• Navigate to a listing dashboard from within PreProduct. On the left-hand side of the dashboard will be a ‘Select and charge customers’ button. 

• All customer who have pre-ordered the product will be displayed. You can search, filter and select specific customers to charge. Feel free to also use the “Newest #” and “Oldest #” boxes which let you select X number of pre-orders from the filtered results or select all results via the top left checkbox.

• Once you have selected the customers you wish to charge, click on Actions and then ‘Charge Customers’.