Shipping, tax and payment

Which shipping options can I offer?

In the order's Payment card, press Add shipping or delivery and pick Shopify shipping rate, Freight (pallets, freight class, BOL and PRO numbers), Local delivery, Pickup, Buyer's carrier account, Their shipping company, Custom method or No shipping. Add delivery details like a Ship by date or Liftgate needed.

The buyer sees and approves the shipping with the order.

No shipping rates come up on an order.

Rates need the shipping address and the items first. They come from your Shopify shipping settings, so a zone or rate missing there is missing here. You can always use Custom method with your own price.

Shopify doesn't let apps read the packages saved in your Shopify settings, so add the boxes you ship in under Settings, Shipping too: the chosen package's empty weight is counted.

How is tax charged?

Press the link next to Tax in the order's Payment card and choose Calculated by Shopify (from your Shopify tax settings), Your own tax rate (on shipping too if you tick it) or Don't charge tax.

Your own rate goes to Shopify as a Sales tax line on a tax-exempt order, so it isn't in Shopify's tax reports; the orders export has a Tax rate column.

Which payment terms can I offer?

• Pay in full on approval: the buyer pays the total from their order page, by card at Shopify's checkout or another way you agree.
• Deposit, balance before shipping: a share on approval, the rest before shipping. On Shopify Plus the buyer pays the deposit by card at checkout. On other plans Shopify can't take part payments, so the deposit comes by bank transfer or check and you record it; once the full amount is in, the Shopify order is marked paid.
• Due on fulfillment: placed when approved, due once it ships.
• Net terms (pay later): placed when approved, due 7 to 90 days later.

New orders start with the terms in Settings, Orders, or the location's own terms.

The buyer paid by check or bank transfer.

Press Record a payment, fill in Amount received, How it was paid, Reference and Date received, and press Record payment. The balance goes down, and the badge moves to Partially paid, then Paid. A payment recorded by mistake can be removed while it isn't in Shopify yet.

How do I remind a buyer to pay?

On the order, press Email about payment to write from your own email, or Have Shopify email a payment request. Home's Money owed lists every order with a balance.

How do I mark an order as shipped?

Press Mark as shipped, add the Carrier, Tracking number and Tracking link, and leave Email the buyer Shopify's shipping confirmation ticked. It marks everything not yet shipped as shipped. To ship part of an order, do it in Shopify: it comes back here.