Orders | Capturing Payment & Balances
Charge an outstanding balance on an order — after an edit, a manual order, or an upgrade — and keep the books square.
Editing an order can change what is owed — add an item and there is a balance to collect. The order page handles it: you can charge the balance directly when payment details allow.
When a balance appears
You added items or raised quantities on an existing order (see Orders | Editing an Order).
A manual order was created without taking payment yet.
An upgrade or custom charge was agreed by phone or email.
The Payment panel on the order always shows the position: subtotal, discounts, shipping, tax — and what is still owed.
Collecting it
Where a payment method is on file for the order, charge the balance from the order directly.
Otherwise, email the customer the invoice — they pay through the link (see Orders | Invoices & Receipts).
For bank transfer customers, mark the payment as received when it lands.
Tips
Never fulfil into a negative position: check the balance before dispatch, not after.
Balance charges are recorded on the activity timeline with amounts — reconciliation is a read, not an investigation.
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