Deposit invoice
- Agreed total
- $2,000
- Deposit
- 50% × $2,000 = $1,000
- Who acts
- You approve and send; the customer pays.
Shopify quotes · Deposits and balances
Agree the work. Collect in two stages.
For made-to-order work, Makewright lets your team approve a quote, invoice an upfront deposit and request the remaining balance later. Each payment happens through a separate Shopify draft-order invoice.
Illustrative amount split
A $2,000 job. A $1,000 start.
This example uses an agreed $2,000 total and a 50% deposit. It is a demonstration, not a customer order. Review tax and shipping details on each Shopify invoice before sending.
Balance invoice
- Recorded deposit
- $1,000 paid
- Remaining amount
- $2,000 − $1,000 = $1,000
- Who acts
- You create and send the balance; the customer pays again.
From approved terms to a paid balance.
The merchant controls approval and invoice timing. Shopify reports payment.
Review and save the terms
Open the quote, check its specification and save the agreed total. Set a whole-number deposit between 5% and 90%.
Approve, then send the deposit invoice
Approval creates the deposit draft order. Send its Shopify invoice to the customer. Approval and email delivery do not mean the deposit is paid.
Wait for Deposit paid
When Shopify reports payment, Makewright records the deposit and moves the quote to Deposit paid. The deposit percentage is then locked.
Create and send the balance invoice
When you are ready, choose Create balance order. You need a paid deposit, the Deposit paid state, an eligible plan and a positive remaining amount. Send the separate invoice for the customer to pay.
Confirm payment and hand off the specification
Shopify’s paid update for the final balance moves the quote to Converted. Open the production spec sheet from the quote detail to print the configuration, quantities, file references, notes and payment state for your workshop.
Your team decides when work starts. A production sheet or completed job does not automatically collect a balance; check your own production prerequisites and Shopify payment state.
Read the deposit and balance instructions or see printable quote and production documents.
Plan fit
Deposits are included on Growth and Pro.
Growth is $49/month for 50 active configured products and 250 quote requests per month. Pro is $99/month with unlimited configured products and quote requests. An eligible Growth trial also includes deposits.
Starter supports a full-price quote invoice and printable documents. Deposit and balance-stage draft orders require Growth or Pro.
Deposit workflow questions
Will Makewright automatically charge the balance?
No. You create and send a separate Shopify balance invoice, and the customer pays it. This is not financing, escrow or an automatic charge to a saved card.
Can I change the deposit after it has been paid?
The deposit percentage is locked once payment is recorded. Before payment, re-approving updated terms updates the existing draft order.
Why is Create balance order unavailable?
Check that Shopify has reported the deposit paid, the quote is in Deposit paid, your plan supports deposits and a positive balance remains.
Does the production sheet start manufacturing?
No. It is a printable handoff document for your team. Production links expire after seven days; reopen the quote detail for a fresh link.
See it on a made-to-order product.
Northline is our demonstration store. Try the workflow with demo configurations before setting up your own product.