Fix Split Payments for Account Customers in Batching
Feature Request: Correct handling of split payments (deposits) for account customers with Shopify POS + automatic batching
We are using Shopify POS integrated with Cin7 Omni and Xero, with Batch Ecommerce Orders enabled.
We have wholesale customers on 30-day terms. A common scenario is:
- Customer purchases in-store
- Part of the order is paid on the spot (e.g. employee pays the difference)
- The remaining balance is invoiced to the account customer
Example:
- Total sale: $200
- Paid in-store: $50
- Remaining on account: $150
Expected behaviour:
When synced to Xero:
- Invoice is created for $200 under the correct customer
- $50 is applied as a part payment (deposit)
- $150 remains outstanding
Current behaviour:
When batching is enabled:
- The $50 payment is included in a batch
- It is assigned to a generic batch customer
- It loses its link to the original invoice/customer
Result:
- Invoice imports showing $200 outstanding
- Payment is separate and not allocated
- Requires manual reconciliation
Why this is an issue:
- Breaks accounts receivable accuracy
- Deposits/part payments are not reflected correctly
- Not scalable (manual workarounds required)
- Affects common workflows (wholesale, laybys, deposits)
Feature request:
- Retain payment-to-invoice allocation when batching (treat partial payments as deposits against invoices)
- Allow batching rules by payment method or customer type
(e.g. batch retail payments, but exclude account customers automatically)
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Comments
1 comment
Great idea Kimberley. This would be really helpful and alot easier than adding on the customer deposits module!
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