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UpPay setup guide & feature reference

Everything you need to take partial payments, deposits and controlled COD on your Shopify store.

Getting started

UpPay adds a payment-choice popup to your storefront: customers pick Full Payment, a partial deposit, or Cash on Delivery before they reach checkout. Three steps and you are live:

1
Install UpPay and pick a plan
Install the app from the Shopify App Store. The Forever Free plan works out of the box; you can upgrade any time from the app's Plans page.
2
Enable the storefront widget (app embed)
Go to Online Store → Themes → Customize, open App embeds in the left sidebar, toggle UpPay on and save. The app's dashboard shows an Installed badge per theme, with a deep link that opens the theme editor in the right place.
3
Create a partial payment rule
In the app, open Partial Payments and add a rule on the Cart Page tab with at least one payment option (for example "Pay 30% now"). Save — the popup is now active on your store.
Nothing shows on the storefront until the app embed is enabled and at least one enabled rule matches the customer's cart.

Partial payment rules

Rules decide when the popup appears and which payment options it offers. There are two scopes:

Cart rules apply store-wide and trigger from the cart page, the cart drawer and Buy it now. You can restrict them by minimum/maximum cart amount, customer country, and customer tags. The first matching rule (top to bottom) wins.

Product rules target specific products and take priority on product pages when the customer uses Buy it now.

Each rule contains payment options:

Full Payment — the customer pays everything now through your normal checkout. Optionally attach a prepaid discount (percent or fixed) to reward paying up front; discounted full payments run through an UpPay invoice so the discount is applied automatically.

Partial payment — the customer pays a deposit now (percent of the total or a fixed amount) and owes the balance on delivery. Button text and badges are customizable per option.

The storefront popup

Your theme's native Checkout and Buy it now buttons stay visible. When a customer clicks either one and a rule matches, UpPay opens a popup with the order summary and the available payment choices. If no rule matches, the customer continues straight to your normal checkout — UpPay never blocks a sale.

1
Customer picks an option
Full Payment continues to the native checkout. A partial option creates a secure deposit invoice via Shopify; Cash on Delivery (if enabled) adds the disclosed COD fee and continues to checkout.
2
Deposit checkout
For partial payments the customer pays only the deposit amount now, on a Shopify-hosted checkout. Prices always come from your store — the widget can never change them.
3
Order is created as Partially paid
After the deposit is paid, UpPay restores the full product prices on the order. Shopify then shows the order as Partially paid with the exact outstanding balance — the same badge you see in your admin Orders list.

Orders & balances

The app's Orders page lists every order processed through UpPay with its live payment status from Shopify ("Partially paid", "Paid"), the amount collected up front, and the balance still due. A Draft Orders tab shows deposit checkouts that were started but not yet paid, and you can export everything to CSV.

When you collect the outstanding balance (for example cash on delivery), open the order in Shopify admin and use Collect payment → Mark as paid. UpPay picks this up automatically and marks the order fully paid in the app too.

COD fee & Limit COD

COD fee — charge an extra fee when customers choose Cash on Delivery. The fee is shown next to the COD option in the popup, and the customer must tick a consent checkbox naming the exact amount before checkout continues. Only then is it added to the cart as a visible line item, so the cost is disclosed and explicitly agreed to up front.

Limit COD — hide the Cash on Delivery payment method at checkout based on rules: order total (min/max), delivery location (countries, provinces, ZIP codes), specific products or collections, customer emails or tags, and payment type (block COD for partial or prepaid orders). Configure it on the app's Limit COD page; it runs as a Shopify Function, so it works natively inside checkout.

Shipping rules

Show or hide shipping methods depending on how the customer pays: match a method by name and choose whether it applies to partial orders, prepaid orders, or any order. For example, hide "Express Shipping" for deposit orders, or show a special "COD Rate" only for prepaid carts. This also runs as a Shopify Function inside checkout.

Appearance & languages

Under Partial Payments → Settings you can change button and badge colors, font size and family, toggle amounts on buttons, and add custom CSS for full control. Every customer-facing text in the popup is translatable per language from the same page, so the widget can match your storefront's locale.

Plans & limits

Every plan includes all features. Plans differ by the number of orders per 30-day cycle your store processes (all store orders count toward the meter). When the limit is reached the storefront widget pauses until the cycle renews or you upgrade — customers can still check out normally, they just are not offered partial payment. The dashboard shows your current usage and the reset date, and all charges are handled securely by Shopify Billing.

FAQ

Why is the widget not showing on my store?
Check three things: the UpPay app embed is enabled in your theme (Online Store → Themes → Customize → App embeds), at least one rule is enabled with a payment option, and the rule's conditions (cart amount, country) match the cart you are testing with.
How do I collect the remaining balance?
The balance is due on delivery. Collect it however you like (cash, card on delivery, bank transfer) and then mark the order as paid in Shopify admin — the order flips from Partially paid to Paid.
Does UpPay change my product prices?
No. Deposit checkouts are built from your store's real prices, and after payment the order is restored to full catalog prices with the deposit recorded as the amount paid.
Does the popup work with Buy it now?
Yes. Buy it now adds the product to the cart and opens the same payment-choice popup. Express wallet buttons rendered by payment providers inside their own frames cannot be intercepted by any app.
Which themes are supported?
Any Online Store 2.0 theme with app-embed support, including the latest Horizon-generation themes. The widget finds checkout buttons even inside theme web components.
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