Create and manage split-payment drafts
Review an eligible draft quote, allocate installments, and use the combined invoice without losing sight of Shopify’s operational limits.
What you’ll accomplish
An intentionally created, verified group of installment drafts with a reviewed combined invoice and optional saved snapshot.
Before you start
- An uncompleted Shopify draft with a positive total and no more than 250 items.
- The source has no discounts and does not mix taxable and non-taxable items.
- You are authorized to create Shopify draft orders and understand how inventory, fulfillment, and accounting will be handled separately.
- Each installment amount is positive and all installments add up exactly to the source total in its currency.
1. Open and review eligibility
Open the source draft
In Draft Orders, find the source and choose Split payment from its row’s actions. An existing linked group instead offers Manage split payment.
Review the source and any blocker
Check the source total, currency, tax, products, and available contact and address information. Read the eligibility message before continuing.
Plan operational handling
Decide how your team will manage the original products, inventory, fulfillment, and revenue classification outside the installment drafts.
2. Allocate and review the installments
Choose Installment count
Choose between 2 and 12 installments. Review the generated Payment 1, Payment 2, and subsequent fields, then enter your intended amounts.
Check the complete allocation
Verify the Allocated and Remaining amounts. Every payment must be positive, in the quote currency, and the total must match exactly.
Acknowledge the limitations and review
Read the payment-collection limitations checkbox before accepting it, then choose Review split. Inspect every payment’s products subtotal, shipping, tax, shipping tax, and total.
3. Create once and check the result
Commit the reviewed split
If the review is correct and you intend to create the drafts, choose Create installment drafts. Use Edit amounts first if the allocation needs to change.
Inspect the group
After creation, review Existing split group and the Financial values verified or Financial verification required status for each payment.
Inspect Shopify when needed
Use Inspect followed by the draft name in Shopify to examine an existing draft that needs attention. Do not treat draft creation as confirmation that money was collected.
4. Handle incomplete creation carefully
Return to the existing group
Use Manage split payment from the linked draft row. Review status and error messages before attempting another create operation.
Reconcile what already exists
Use Reconcile existing drafts when the group requires reconciliation. If the workflow offers Resume missing installments, first review the current source and warnings.
Do not replace mismatched drafts blindly
If financial verification still fails, inspect the existing draft in Shopify before any financial correction. Review note-sync issues and use Refresh linked notes only when appropriate.
5. Review and save the combined invoice
Open Combined invoice
Use Combined invoice on a linked Draft Orders row or from the split-management page. The source quote appears once and only installment payments count toward the balance.
Refresh before reporting payment state
Choose Refresh payment status on the current combined invoice and review the updated schedule and balance.
Retain or produce the document
Optionally enter Version name (optional), then choose Save combined version. Open earlier snapshots under Saved combined versions. Use Print PDF or Download PDF for the intended current document or snapshot.