WooCommerce Deposits

Installation

  1. Download the .zip file from your WooCommerce account.
  2. Go toWordPress Admin > Plugins > Add New and Upload Plugin with the file you downloaded with Choose File.
  3. Install Now and Activate the extension.

More information at: Install and Activate Plugins/Extensions.

Setup and Configuration

Storewide Deposits Settings

Choose whether to give customers the ability to place a deposit on all products or only on some products.

To apply the Deposit option on a global or storewide basis:

  1. Go to: WooCommerce > Settings > Products > Deposits.
  2. Enable Deposits by Default.
    • No
    • Yes – deposits are optional
    • Yes – deposits are required
  3.  Select Default Deposit Type
    • None
    • Percentage – use a percentage of the total amount
    • Fixed amount – use a fixed amount for all products
    • Payment plan – use a predefined payment plan (see below)
      Options in next step will appear, depending on your selection.
  4. If you selected:
    • None – go to next step
    • Percentage – Enter a number (%) to set Default Deposit Amount
    • Fixed Amount – Enter a number to set Default Deposit Amount
    • Payment Plan – go to next step
  5. Select Pay Deposit or Pay in Full for for Default Deposit Selected Type.
  6. If you selected Payment Plan (only):
    • Search for available payment plans (payment plan needs to be created first, see Payment Plans below.)
  7. Disable Payment Gateways – Allows you to select gateways to disable when a deposit is in the cart.
  8. Save changes.
Note: If you do not want deposits enabled for all products, skip these settings and go to Product Data Settings below.

Product Data Settings

To apply the Deposit option to only selected products:

  1. Select or Edit the product to which you want to apply it. A Deposits tab is visible at the bottom, as pictured.Set the following options:
        • Enable Deposits
          1. Inherit storewide settings. The default.
          2. Yes – deposits are optional. The customer can choose.
          3. Yes – deposits are required. The customer must give a deposit.
          4. No. Deposits are disabled for this product, regardless of storewide settings.
        • Deposit Type
          1. Inherit storewide settings. The default.
          2. Percentage. User is charged a percentage, based on product price.
          3. Fixed Amount. User is charged a fixed amount, regardless of cost.
          4. Payment Plan. Allows you split the cost into payments – more information below in Payment Plans.
        • Deposit amount The amount of deposit needed (without currency symbols).
        • Default Deposit Selected Type
          1. Inherit storewide settings.
          2. Pay deposit. The default selected way for customers to pay for this product is deposit.
          3. Pay in full. The default selected way for customers to pay for this product is pay in full
        • Click Update when done making changes.

Payment Plans

Payment Plans give customers the option to pay an upfront fee and the remainder at a later date, dividing payments into multiple parts over time. This would be similar to a loan, layaway or credit plan.

Each product can have a different payment plan and deposit if you’ve not applied Deposits “storewide.”

Adding a Payment Plan

To add a plan:

  1. Go toProducts > Payment Plans.
  2.  Enter the following into the form on the left side:
    • Plan Name – Name shown to the customer when viewing the plan.
    • Plan Description – Description shown to the customer when choosing a plan.
    • Payment Schedule

woocommerce deposits payment plans

The schedule consists of multiple rows, each with a percentage of the entire cost, and the interval after which it should be paid. The first row is the initial payment or deposit:

Select the ‘+’ button on the right side to add another row that represents a future payment:

Adding multiple rows enables you to define the plan’s duration and overall cost. For example, if you want to charge a customer 10% up front and the remainder over six months, the plan would look like this:

2015-04-08 at 11.01

Save Payment Plan when finished, and it appears on the right side under Existing Payment Plans:

2015-04-08 at 11.03

Editing and Deleting Payment Plans

Existing plans are listed on the right side of the page. Hovering over a plan shows two links: Edit and Delete. The interface for Editing a plan is identical to Adding a plan (above).

Usage

Cart and Checkout Flow

If a Deposit or Payment Plan option is available for a product, customers see the following on a single product page.

If the deposit is optional:

2015-04-08 at 11.12

If the deposit is required:

2015-04-08 at 11.13

If there are payment plans:

2015-04-08 at 11.13

Once placed in the Cart, the deposit information is also shown to the customer:

2015-04-08 at 11.16And again in Cart Totals:

2015-04-08 at 11.17

Managing Order Deposits and Payment Plans

After checkout:

  • Pending Deposits payment status is same as Pending Payment – Order received (unpaid)
  • Customers can view the order on their My Account page. This includes future Scheduled payments and the amount, which is updated over time.
  • Admin users can see deposit information in Order emails and Edit Order screens.
  • If an order contains a deposit, the original order shows a status of Processing (or Partially Paid). You can manually change this if you wish.
  • If an order has a payment plan, all follow-up payments have an order created for them with a status of Scheduled.

Managing Deposit Orders

In the backend, when viewing an order, line items paid with deposits look like this:

There are buttons you can use to manage orders with deposits:

  • Invoice remaining balance – Create a new order in WooCommerce for the customer with the remaining amount due. It can then be sent to the customer to pay online.
  • Mark Paid (offline) – Use this button to declare that the amount has been collected in full offline and is paid.
  • Remainder – Invoice #0000 – If you created an invoice for the remaining balance, a button appears to view this follow-up order.

Once invoiced and paid, or marked paid offline, the order status automatically updates to Completed.

Managing Orders on Payment Plans

In the backend, when viewing an order, line items with payment plans look like this:

2015-04-08 at 11.31

The View Scheduled Payments button takes you to the order list, but only show orders created for that plan. These orders have a status of Scheduled and a future order date.

When a Scheduled payment is due, an invoice is automatically sent to the user to request payment on that date. Once all scheduled orders are paid, the plan ends and the original order is marked Completed.

Coupon Handling

Coupons are applied according to standard WooCommerce functionality, explained in Coupon Management. You can apply it globally/storewide or on a per-product basis, excluding or including as you like.

For fixed coupons

For products with payment plans, discount a proportional amount of the fixed discount now, then rest defer for later.

For products with fixed and percentage-based deposits, defer the entire fixed discount to the final invoice. If the value exceeds the amount of the final payment, the difference is applied to the first payment.

For percentage-based coupons

For products with payment plans, make sure discount applies to the present and future amounts.

For products with fixed deposits, defer the entire discount to the final invoice. If the value exceeds the amount of the final payment, the difference is applied to the first payment.

For products with percentage based deposits, make sure discount applies to the present and future amounts.

Payment plans

If you have a payment plan and an option to pay in full on the same product, it’s not possible to only apply a coupon on the full payment option. This requires conditional logic according to what the customer selects, and this would require customization.

If you have a payment plan and the coupon amount exceeds the cost of the first installment, the leftover does not carry over to subsequent payments.