Balance Owing
Charging a Balance Owing: How Payment Links and Authorizations Work
When you need to charge a customer an outstanding balance, the system behaves differently depending on whether the original credit card charge has already been captured or is still preauthorized.
Understanding this distinction is important so you know when a new payment link will be created and when you can simply adjust the existing charge.
Scenario 1: The Credit Card Has Been Fully Captured
If the original payment has already been captured (completed):
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Any change to the order price will trigger the system to create a new payment link.
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This new link is required to collect the additional amount from the customer.
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The original transaction cannot be altered once it has been captured.
This ensures that completed transactions remain accurate and auditable, while still allowing you to collect a balance owing.
Example:
A customer’s order was captured at $120. You later increase the order total to $150.
Because the $120 has already been captured, a new payment link for the remaining $30 will be generated and sent to the customer.
Scenario 2: The Charge Is Still Preauthorized
If the credit card charge is still in a preauthorized state (not yet captured):
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You may adjust the order price without creating a new payment link.
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You can capture the final amount up to the preauthorized limit.
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No additional customer action is required, as the original authorization is still valid.
Important:
You cannot exceed the original preauthorized amount. If the new total is higher than the authorization, a new payment link will be required for the difference.
Example:
A customer’s card is preauthorized for $150. The order is currently set to $120.
You can increase the price to any amount up to $150 and capture it directly without creating a new payment link.
Summary
| Payment Status | What Happens When Price Changes |
|---|---|
| Captured | A new payment link is created for the balance owing |
| Preauthorized | You can modify the price and capture up to the authorized amount |
| Exceeds Authorization | A new payment link is required for the difference |
This approach ensures accurate billing while giving you flexibility to adjust orders before a charge is finalized.
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