How do I capture the deferred balance of my Shopify customers' pre-order payments sooner?

To capture the deferred balance of your Shopify customers' pre-order payments earlier, you can either send them an invoice, or collect payment using their stored payment method.

You can visit the specific order through Early Bird's pre-order or back-order reporting dashboard, or through Shopify's native Orders page.

Through Shopify's Orders Page:

1. From your Shopify Admin, navigate to the Orders page.
2. Search for the specific pre-order you want to capture the remaining payment for. All pre-orders are auto-tagged by our Early Bird app and can be easily searched via filters.
3. Once you find the specific pre-order, click on it to view the details.
4. You'll see an option to send an invoice, or to collect payment.
5. If you click on Send an invoice, you'll have the option to draft a custom email to request your customers for an earlier payment.
6. Review your invoice and send when ready.
7. If you click on Collect Payment, you'll have the option to either charge their stored payment method (credit card), or enter new credit card details.
8. Confirm you want to proceed with the early charge to manually capture the remaining balance.

Through Early Bird's Reporting Dashboard:

1. From within the Early Bird app, navigate to the specific pre-order campaign.
2. In the reporting dashboard, search for the specific pre-order you want to capture the remaining payment for.
3. Once you find the specific pre-order, click on it to visit the native Shopify's Order page.
4. Repeat Steps 4 to 8 from above.