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Adding Deposits & Partial Payments to a WooCommerce Site

WordPress is a great platform for an e-commerce site and it's integration with the WooCommerce plugin leads to some pretty awesome e-shops. However, there are times you might want to add more functionality to your checkout and payment system. The Woo Deposits & Payment Recipes WordPress plugins allow you to add deposits and partial payment functionality to your WooCommerce site with ease.

The two plugins recommended in this post have since been discontinued, so all links to them have been removed.

The online shopping community is growing rapidly. It’s become very common for people to purchase whatever they need over the internet, removing the need to go out to the shops and giving you the flexibility to purchase items from anywhere in the world.

WordPress is a great platform for doing this and it’s integration with the WooCommerce plugin leads to some pretty awesome e-shops. However, there are times you might want to add more functionality to your checkout and payment system.

One of the functions you might want to include is the ability for your clients to pay a deposit on an item, rather than paying the full amount at checkout.

This is quite a common practice for your “normal” physical shops, especially when it comes to large ticket items, so adding this functionality to an online shop can certainly help in attracting more customers and increasing your sales.

A WordPress plugin that offers this service is Woo Deposits from Webatix, and these developers have taken it further and even added an extension to this plugin entitled Payment Recipes.

Webatix-2

What these Plugins are all about

Let’s start with Woo Deposits. This is an add-on to WooCommerce that gives your customers the choice to place a deposit on an item they’re purchasing, rather than paying it all at once.

This deposit can be calculated on a flat rate or as a percentage, whichever suits you best, and it can be set site-wide. If you don’t want all items to have a deposit option you’re given the option to remove it at a product level.

There’s even an added option to incorporate an email system whereby a customer is sent a reminder email after a set amount of time that payments are due.

Webatix-products

Payment Recipes is then a further extension to Woo Deposits and it allows your site to accept more than one follow up payment. So, let’s say a client buys an item worth $1000. They can pay $100 now, then $450 in two weeks time and another $450 two weeks later.

It gives your e-commerce site further flexibility that can prove instrumental in increasing your sales of high-value items. Certain customers might not afford to pay for a high-value item all at once, and this system gives them the chance to work around it over a certain period of time.

All in all, everything you might associate with a deposit process in a physical shop can be introduced straight into your e-shop easily and quickly.

For the video version of this review just click play below, otherwise you can keep reading on.

Setting them up

So let’s get to using the plugin itself. I’ve gone ahead and acquired both Woo Deposits and the Payment Recipes extension and will be working with both from this moment onwards.

Once you’ve purchased them you’ll be sent the license keys and download links via email. All you have to do from here is head to the Plugins section in your WordPress dashboard and upload the zip files as usual.

Where to find them

Once they’re activated you can head to the WooCommerce tab in the dashboard and open the Settings section. Here you’ll see a new tab called Woo Deposits as you can see below.

Both Woo Deposits and Payment Recipes will be activated and set up from this tab.

WooDeposits-location

The first thing you must do is enter the email address and license keys you were given in their appropriate boxes. At first you’ll only have the Woo Deposits option, but once that is activated the rest of the settings will show up.

Once both are activated you can start setting up your deposits options.

General Settings

Your general settings are where you start applying the rules for your WordPress site. Initially, you must decide whether you want the deposits option to be a must on every product or whether you want to give your customers the option between that and full payment.

You can then set the default payment type (deposit or full) and choose whether you want to disable follow up payments for customers through either email or their account section.

WooDeposits-general-settings

Deposit Calculation Settings

Next up are the settings for the deposits themselves. First, decide whether you want the deposit option to be set site-wide. If you choose ‘Yes’ your next job is to set the way the deposits are calculated and the amounts. It can be a flat amount or a percentage of the full price.

Either way, you can then set the minimum and maximum deposit values. You’re free to leave these empty if you don’t want to set limits but I’d suggest setting at least a minimum value in case you have cheaper items whose deposit amount could be very low.

You’re even given the option to exclude shipping from the deposits. Finally, the last feature gives you the option to calculate the deposit based on the cart total rather than product price. You can set as many of these limits as you’d like.

WooDeposits-deposit-calculation-settings

Payment Recipes

Now we get to the Payment Recipes extension. First of all make sure you’ve activated it with the appropriate email address and license key and then choose whether you want to give your customer a choice of different payment recipes or not.

Now, let’s set up the first payment recipe. After giving it a name and description it’s time to set your payment rules. All you have to do is choose between a flat amount or percentage and enter the amount you require.

WooDeposits-payment-recipes

You can now keep adding as many payments as you’d like, setting their due dates according to days gone by or by setting a particular date, their payment terms and even the number of days before sending out an email reminder.

The final payment rule must also be filled in, once again with a payment term type, payment term and email reminder setting.

Right after this you can set out your email reminder with the email address you want it sent from, the subject line and the content. You’re even given a few shortcodes to use to personalize each email according to order number and so on.

Text Templates

The Tex Templates tab opens up a number of boxes, each one corresponding to the text that will show up in various places throughout your WooCommerce site. Once again you have a set of shortcodes available to help you personalize each message.

These templates include everything from the deposit required text on the product page to the pending payments note. You can see them all in the screenshot below.

WooDeposits-text-templates

Payment Methods

Last up are the payment methods. All you have to do here is choose whether to enable or disable the various payment methods on offer. These are a direct bank transfer, cheque payment, cash on delivery and PayPal.

The choice is yours and depends solely on your preference and setup.

WooDeposits-payment-methods

The Purchasing Process

Now what do all these settings translate to on the front-end? I’ve set up three products on my test site to show you how it all works and I have to say, I was pretty impressed by how easy it all felt.

So I added a bed, a sofa and a desk, each at a different price. The desk has a fixed price with no deposit option while the sofa and bed have an option to pay a 10% deposit. Purchasing the desk is the normal WooCommerce process as you can see in the two screenshots below.

However, once you go onto a product with a deposit option, say the bed, you’ll start to notice the differences. First up, on the product page you’ll see the note regarding the deposit as highlighted in the red box on the first screenshot below.

Once you add the product to the basket you’ll also see that deposit information there. In this case, as seen in the second screenshot below, it shows the customer that the product has a 10% deposit.

Once you hit Proceed to Checkout you’re given two sections. The Billing details which the customer enters as required, and Your Order. Under this second section you’re given the details for each product and a ‘Calculate Deposit’ button at the very bottom.

WooDeposits-checkout-calculate-deposit

Once you hit this button a popup shows up that calculates your deposit for you and shows you two balances. The first is what is due today, in this case the €300 for the desk and the €90 (10% of €900) for the bed.

The second value is the remaining balance that is left to pay after the deposit has been paid. Once again, in this case it’s the other 90% of the bed which is equivalent to €810.

WooDeposits-deposit-calculation

Finally, the last step is to Pay Deposit Now and confirm your order. Once you’ve done this you’re taken to the final page as seen below. You can see that the total payment for this order is in fact the amount including only the deposit, while in the Order Details section you’re shown the pending payment right now and the remaining balance to be paid at a later date.

Note: The €390 in this case is shown as pending since I chose the payment method to be ‘cheque’, which means the customer must go to the shop and pay by cheque himself.

WooDeposits-checkout

The order is now complete, deposit and all included, and it took no extra effort whatsoever on the customer’s part.

Pricing

At the moment of publishing this post the Woo Deposits plugin has 3 license options priced as follows:

  • 1 site – $50
  • 5 sites – $69
  • 15 sites – $125

The Payment Recipes extension on the other hand has 3 license options with the following pricing:

  • 1 site – $50
  • 5 sites – $75
  • 15 sites – $125

The developers want to make sure their plugin works exactly as you need it, so they’re offering a 60 day money-back-guarantee with no questions asked. This gives you the ability to play around with it as you wish until you’re happy, and if you’re not, just get a refund.

Documentation & Support

When it comes to documentation Webatix have supplied the usual FAQs as well as a number of articles and guides. These include everything that has to do with getting started with the plugins, basic guides, common problems and known conflicts. There’s also a few customization options for those developers out there.

Conclusions & Recommendations

In conclusion, I was quite impressed with both plugins’ ease-of-use and functionality.

Adding something like deposits and partial payments to your online shop can help grow your client-base and provide them with a higher level of comfort when purchasing your products. They’ll know they don’t have to fork out all the money at once and that you trust your customers to pay up.

In case your WordPress site uses any other language instead of English, both plugins are also WPML compatible so they can be used anywhere around the world. Anyone will appreciate such an addition to an e-commerce site.

So if you’re looking to add something like this to your WordPress site I’d recommend Woo Deposits as well as Payment Recipes. Don’t forget, Payment Recipes will not work without Woo Deposits but Woo Deposit will work without Payment Recipes.

Have you used these plugins before or any other similar ones? We’d love to know what you thought about them and your experiences with adding such functionality to your site. Feel free to get in touch in the comments below.

Mark Zahra
Mark Zahra
CEO at RebelCode, the team behind WP Mayor, Spotlight, WP RSS Aggregator, and the Mastermind.fm podcast. Follow me on Twitter @markzahra.

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30 Responses

  1. Fine and encouraging review.

    I use and recommend Woo Commerce and this could be a useful plugin for some of my retail customers. I am glad a reliable source gives it a good review. It gives me the confidence to present this as an addition to their online stores.

    “Payment recipes?”

  2. I love marketpress – everything comes bundled. Strange for such a small functionality which should be inbuilt develpers are charging 80+ dollars…

  3. I’ve tested a handful of partial payment plugins and keep defaulting back to Woo Deposits. I’ve implemented it on a few sites and even had custom work done; Larry & team have been great.

    The only downfall that I’ve run into is attempting to create manual orders with deposits from within the dashboard. At present there is no way for an admin to create an order, assign it (line item) a deposit value, and then have the customer log in and be provided the options to pay either the full or partial amount (as seen on front-end orders).

    Apparently this is something that is going to be reviewed this year at some point but just thought I’d mention it if anyone needs to do manual orders/deposits for customers.

    There also isn’t a changelog (that I’ve seen) for the plugin so it can be sort of a surprise as to what gets fixed/added when updates happen.

    All in all I’d recommend using it if you’re looking for deposit functionality for your WooCommerce store. 🙂

  4. The plugin looks great. But there doesn’t seem to be a feature in it that allows ‘Automatically charges the remaining part at a set time in the future’. Users need to log in again to pay. Our customers probably will not come back to the site. So we need a system that automatically charges the other parts if the user does not cancel it. It will be more like a subscription plan that charges in the future but also ends in another future time. We know Paypal supports recurring payments. And all our payment gateways are with Paypal for now.

    Would love some advice.

    Ben

    1. Hello Ben,

      We’re in the same boat at the moment, however do not use PayPal, our client is using Authorize.net. It would be a HUGE benefit if these offered the ability to capture the payment on the invoice billed in the future, rather than the clients requiring to log in and pay it manually.

      This defeats a lot of convenience for our purpose, but in general, plugin sounds great!

      Thanks WPMayor for the write up on this!

  5. Thank you for the review of these plugins. I have a question about your statement under Woo Deposits:

    ‘”There’s even an added option to incorporate an email system whereby a customer is sent a reminder email after a set amount of time that payments are due.”

    Where is that option set? I cannot find it after purchasing the plugin and using the plugin for some time.

  6. hi there, i have a question maybe u can help me and your plugin can help me with my problem.
    So my scenario is this .. in my e-commerce site (woo commerce) i sell trip and tours .. now for example for wedding tours i’d like that some friend can buy the tours for a wedding gift. i mean the wedding tours cost 1000$ i share my tour with some friend so this friend help me with this gift:
    – friend A pay 30$
    – friend B pay 20$
    – friend C pay 40$
    – friend D pay 10$…
    so total 1000$ and i have my wedding gift sold …

    what do you think your plugin can help me?
    best regards,

    –frank

  7. Hi Ben,

    Before I purchase, I’d like to know if this plugin can either capture the invoice to be billed later as asked a few months ago or if Stripe can be used to save customer information such as the cc number etc. I currently using stripe on drupal but would like to switch platforms. Thanks!

  8. Hi Ben,
    Before I purchase, I’d like to know if this plugin can either capture the invoice to be billed later as asked a few months ago or if Stripe can be used to save customer information such as the cc number etc. I currently using stripe on drupal but would like to switch platforms. Thanks!

    1. @panopticdesign – WooThemes now sells their own Deposit Payments plugin (not sure if it’s as advanced): https://www.woothemes.com/products/woocommerce-deposits/

      Looks like YITH team also has one available as well: the https://en-ca.wordpress.org/plugins/yith-woocommerce-deposits-and-down-payments/

      Keep in mind with the WooThemes one it creates a new order for each payment, whereas the Webatix one, from what I remember, stores all payment details in 1 order.

  9. Hello, with this plug in can i do the following?

    5-3-2016- Customer A: Invoice 1 total 1,000usd
    5-5-2016- Customer A: Invoice 2 total 500usd
    5-4-2016- Customer A: Payment by bank transfer -500usd
    5-6-2016- Customer A: Invoice 3 total 200usd
    5-7-2016- Customer A: Payment by bank transfer -800usd

    Customer A
    Current account: 800usd

    How can i manage this situations with your plug in?

    BR

  10. Yes this plugin has not been sold for nearly a year and there has been no updates since last year. Not long after it was release their website stated they were no longer selling it any more and working on servicing the customers they already had.

    The last release was Version 1.2.0

  11. New licenses and license upgrades have been suspended for this since November of 2015. The developer Larry Kokoszka is not sure if he will continue support for this at all.

  12. Is there a way to use these plugins to split payments using a Woo Commerce POS? So in other words – I use a POS plugin in my store which links to my online inventory and I want to give customers the ability to pay in cash and card. Can this be done with the plugins? and are these plugins compatible with the Woo Commerce POS?

    This is the POS plugin I am using: https://codecanyon.net/item/woocommerce-point-of-sale-pos/7869665

  13. is there a way to allow deposits on orders instead of products?
    I want to allow for deposits only if the order total is over a certain amount of money. Is there any kind of logic to support that?

  14. Are Woo Deposits and Payment Recipes from Webatix still available? Links on webatix website are broken. Or a better alternative?

    1. I believe they are no longer available, and I have not found an alternative to them at this time, sorry Ray.

  15. Warning: the link to the plugin page sends to a malware page… the domain for it has been abandoned and picked up by a domain parking company

    1. Thanks for the report, Dan. I’ve removed all links to their website since the plugin developers decided not to follow up with us on this matter in the past.

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