Payment Capture Settings controls how Order Editing handles payment terms for B2B and wholesale orders, and how uncaptured funds are managed after the editing deadline passes.
You'll find this at Settings > Payment Capture Settings.
Payment terms are used by Shopify merchants who offer deferred payment options to their customers, typically in B2B or wholesale scenarios. Common examples include net-30, net-60, or net-14 terms, where the customer places an order now and pays at a later date.
Order Editing can read your Shopify payment terms configuration so it knows how to handle orders placed under these terms during the editing window.
Toggle this on to let Order Editing access your store's payment terms data. When enabled, Order Editing will recognise orders placed under deferred payment terms and apply the correct capture behaviour.
When enabled, customers who placed orders under payment terms (e.g. net-30) can still edit their orders during the editing window. If disabled, orders placed under payment terms are locked from editing entirely.
💡 Tip: If you use B2B payment terms and want customers to have the same editing flexibility as standard orders, enable both toggles. If you'd prefer to lock down B2B orders from post-purchase changes, keep the second toggle off.
When a customer downgrades their order during the editing window (e.g. removes items or swaps to a cheaper product), the difference in price may remain as uncaptured funds on the original payment authorisation.
The Release uncaptured funds after editing deadline toggle controls whether Order Editing automatically releases these uncaptured funds once the editing deadline passes.
Setting | Behaviour |
Enabled | Once the editing deadline expires, Order Editing automatically releases any uncaptured funds back to the customer's payment method. This ensures customers aren't held for more than the final order total. |
Disabled | Uncaptured funds remain on the original authorisation. You'll need to manually release any excess funds through Shopify or your payment provider. |
✅ Example: A customer places an order for $120. During the editing window, they remove an item worth $30, bringing the order total to $90. With this toggle enabled, the remaining $30 in uncaptured funds is automatically released once the editing deadline passes.
Shopify payment terms allow merchants to offer deferred payment options to customers, commonly used in B2B and wholesale. For example, net-30 means the customer has 30 days from the order date to complete payment. These terms are configured in your Shopify admin under your B2B settings.
When payment terms are enabled, Order Editing recognises that these orders haven't been paid yet and adjusts its capture behaviour accordingly. Customers can still edit their orders (if the permission toggle is on), and any price changes are reflected in the final amount due at the end of the payment term period.
For orders placed under payment terms, Order Editing defers to Shopify's native payment capture flow. Instead of capturing payment immediately after an edit, Order Editing updates the order total and lets Shopify handle the capture when the payment term comes due.
Enabling payment terms support gives your B2B customers the same post-purchase editing experience as standard customers. They can add, remove, or swap products during the editing window. The updated order total is then captured according to the original payment terms schedule.
In most cases, yes. Releasing uncaptured funds automatically ensures your customers aren't held for more than the final order amount. If you prefer to manage fund releases manually through Shopify or your payment provider, you can leave this off.
