Managing manual payment captures in Shopify is essential for stores that choose not to use automatic payment capture. This process ensures that you collect payments for your orders efficiently and within the authorization period set by your payment provider. Here's a step-by-step guide to help you navigate capturing payments manually and in bulk.

Understanding Manual Payment Capture

If your store is set up for manual payment capture, you must actively capture payments for orders that have been authorized but not yet paid. This typically applies to credit card payments but may include other payment methods depending on your settings.

Checking Your Payment Setup

1. Verify Payment Setup: Check whether your store is set to capture payments automatically or manually by going to your Shopify admin, navigating to Settings, and then Payments. 

Capturing Payments Manually

For orders marked as Authorized:

1. Go to Orders: In your Shopify admin, click on Orders.
2. Filter Authorized Payments: Use the filter to show only orders with a payment status of Authorized. This can help streamline the process, and you can save this view for quicker access in the future.
3. Capture Payment:
   • Click on the order number you wish to capture payment for.
   • Click on Capture payment in the Authorized section.
   • If necessary, adjust the amount if you wish to capture only a partial payment.
   • Click Capture to finalize the payment capture.

Capturing Partial Payments

If you need to capture a partial payment, such as in cases where part of the order is out of stock or the customer has changed their mind:

1. Adjust the Payment Amount: During the payment capture process, adjust the amount to the desired sum for partial payment.
2. Capture: Confirm the amount and proceed to capture.

Bulk Payment Captures

If you need to capture payments for multiple orders:

1. Select Orders: In the Orders list, select the checkbox next to each order you want to capture payments for.
2. Bulk Actions: From the bulk actions menu, select Capture payments.
3. Confirm: Execute the capture; this will capture the full amount authorized for each selected order.

Additional Considerations

• Authorization Period: Be aware of the authorization period for credit card payments (e.g., 7 days for Shopify Payments). Capture payments within this period to avoid losing the ability to charge the card.
• Currency Fluctuations: If you sell in multiple currencies, be mindful that exchange rates may fluctuate between the authorization and capture dates.
• Payment Provider Limitations: Note that not all payment providers support partial or multiple captures. Consult your provider's documentation or support team for specific capabilities and restrictions.

Shopify Plus Features

For Shopify Plus users:

• Multiple Partial Captures: You can capture multiple partial payments if using Shopify Payments. This feature supports cards like Amex, Visa, Discover, and Mastercard.

Capturing Payments Early

If you have set up automatic capture to coincide with fulfillment but need to capture payment earlier:

• Navigate to the specific order and select Capture payment early.
• Adjust the amount if capturing a partial payment and confirm the capture.

By managing manual payment captures effectively, you can ensure timely payment collection and maintain a smoother cash flow for your business. Always keep track of payment statuses and act promptly to secure your revenues.