Collect Single or Bulk Final Preorder Payments in STOQ

Learn how to collect remaining preorder payments individually or in bulk using STOQ, with automatic customer notifications and status tracking.

Overview

STOQ allows you to collect remaining preorder payments directly within the app, eliminating the need to manually process each payment in Shopify. You can collect payments for individual orders or process multiple orders at once using bulk payment collection. When a payment is successfully collected, the customer receives an email from Shopify confirming the charge, and the order is automatically marked as paid in your Shopify admin.

Understanding Preorder Payment Collection

Payment collection in STOQ is designed for preorders where customers paid a deposit (partial payment) at checkout. When the product is ready to ship, you can collect the remaining balance through STOQ.

When to Use Payment Collection

Use the payment collection feature when:

• Customers paid a deposit and you need to collect the remaining balance.
• Products are ready to ship and you want to charge customers before fulfillment.
• You want to process multiple preorder payments efficiently.

Collecting Payment for a Single Preorder

To collect the remaining payment for an individual preorder order, follow these steps.

Accessing the Order Details

1. From your Shopify admin, open the STOQ app.
2. Click Preorders in the left navigation menu.
3. Click Reports to view your preorder orders.
4. Locate the order you want to collect payment for.
5. Click on the Order ID to open the order details.

Collecting the Payment

1. In the order details view, click the More action, and select Collect payment button.
2. A confirmation modal appears explaining that the customer will be charged immediately if successful.
3. Optionally, enable or disable the checkbox for Send email notifications to customers if payment fails.
4. Click Collect payment to proceed.

Understanding the Results

After clicking Collect payment:

• STOQ requests Shopify to charge the remaining balance on the customer's payment method.
• The page displays a status message while the payment is being processed.
• If successful, you see a success message and the order status changes to Paid.
• If unsuccessful, you see the reason for the failure.

Collecting Payments for Multiple Preorders

To collect remaining payments for multiple preorders at once, use the bulk payment collection feature.

Selecting Orders for Bulk Collection

1. From your Shopify admin, open the STOQ app.
2. Navigate to Preorders > Reports.
3. Use the checkboxes next to each order to select the preorders you want to collect payment for.
4. Alternatively, use the checkbox in the table header to select all orders on the current page.

Initiating Bulk Payment Collection

1. After selecting the orders, click the Collect payment button in the bulk actions area above the table.
2. A confirmation modal appears with a countdown timer (3 seconds) before the button becomes active.
3. The modal shows how many orders will be processed.
4. Optionally, enable or disable the checkbox for Send email notifications to customers if payment fails.
5. Wait for the countdown to complete, then click Collect payment.

Tracking Bulk Payment Progress

After initiating bulk payment collection:

• STOQ begins processing payment requests for all selected orders.
• A banner appears confirming that payment collection has been requested.
• You will receive an email at your registered email address with a status report once processing is complete.
• The status report email is typically sent within 5 minutes after clicking the Collect payment button.

Viewing Updated Order Status

Once payments are successfully collected:

• Orders are marked as Paid in the preorder reports.
• You can filter the reports by payment status to see which orders have been paid.
• The order status in Shopify admin also updates to reflect the payment.

Notification Options

STOQ provides options to notify customers when payment collection fails.

Failed Payment Notifications

When collecting payments (single or bulk), you can choose to send email notifications to customers if their payment fails. This helps customers update their payment information so you can retry the collection.

To enable or disable failed payment notifications:

1. In the payment collection confirmation modal, locate the checkbox for Send email notifications to customers if payment fails.
2. Check the box to send notifications, or uncheck it to skip notifications.
3. Proceed with payment collection.

Customizing Payment Failure Notifications

You can customize the content of payment failure notification emails:

1. Navigate to Preorders > Notifications.
2. Customize the payment failure email template as needed.
3. Save your changes.

Rescheduling Payments

In addition to collecting payments immediately, STOQ allows you to reschedule when payments should be collected.

Rescheduling Payment for Individual Orders

1. Open the order details by clicking on the Order ID.
2. Click the More actions menu.
3. Select Reschedule payment.
4. Choose a new due date for the payment.
5. Click Confirm to save the new schedule.

Bulk Rescheduling Payments

1. Select multiple orders using the checkboxes.
2. Click the Reschedule payment option in the bulk actions.
3. Choose a new due date that will apply to all selected orders.
4. Confirm the rescheduling.

Auto-Collect Payment Feature

STOQ can automatically collect payments on the due date or when orders are fulfilled.

Enabling Auto-Collect

If you have auto-collect payment enabled in your preorder offer settings, STOQ will automatically attempt to collect remaining payments:

• On the payment due date you configured.
• When orders are marked as fulfilled (depending on your settings).

This feature is available on paid plans and can be configured in the preorder offer settings under the Payment section.

Known Limitations

The payment collection feature has some constraints to be aware of.

• Payment collection only works for orders where customers paid with a payment method that supports deferred charges (most credit/debit cards).
• If a customer's payment method has expired or been cancelled, the payment collection will fail.
• Bulk payment collection processes orders sequentially, so large batches may take several minutes to complete.
• The status report email for bulk collections is sent approximately 5 minutes after initiating the process.
• You cannot collect partial amounts; the full remaining balance is charged.
• Payment collection is not available for orders that have been cancelled or fully refunded.

Troubleshooting

If you encounter issues with payment collection, use this guide to identify and resolve common problems.

FAQs

Q: What happens when I click Collect payment?

A: When you click Collect payment, STOQ sends a request to Shopify to charge the remaining balance on the customer's original payment method. If successful, the customer receives a payment confirmation email from Shopify, and the order is marked as paid. If unsuccessful, you see an error message explaining why the payment failed.

Q: Will customers be notified when their payment is collected?

**A: **Yes, when a payment is successfully collected, Shopify automatically sends the customer an email confirming the charge. Additionally, you can choose to send notifications if payment collection fails, giving customers a chance to update their payment information.

Q: Can I collect a partial amount instead of the full remaining balance?

A: No, the payment collection feature charges the full remaining balance. If you need to collect a different amount, you would need to adjust the order in Shopify admin before collecting payment.

Q: How long does bulk payment collection take?

A:Bulk payment collection processes orders sequentially. The time depends on the number of orders selected. You will receive a status report email approximately 5 minutes after initiating the bulk collection, regardless of how many orders were processed.

Q: Why should I not use Shopify's "Capture Payment" button?

A: Shopify's "Capture Payment" button on the order list only marks the order as paid without actually charging the customer's card. Using STOQ's Collect payment feature ensures that the customer is actually charged for the remaining balance.

Q: What if a customer's payment fails?

A: If a payment fails, you will see the reason for the failure (such as card declined or expired card). You can enable the option to send email notifications to customers when payment fails, prompting them to update their payment information. Once they update their payment method, you can retry the collection.

Updated on: 01/03/2026