Named budgets for each person
Each budget is its own line at checkout, with its name, the amount left and its expiry date.
Budgets
Several budgets on one account, billed by PO.
Give each employee or client program several named budgets, each with its own amount, expiry date and PO number. Buyers redeem them online and in Shopify POS, and you download one month-end file by budget and PO.
LiveSwitched on in your settings
An example
One employee, three budgets.
At checkout the employee sees three lines, one for each budget, and presses Redeem on the one that should pay. A $40.00 order paid from Uniform allowance leaves $60.00 on that budget. The other two are untouched, and your month-end file lists the order under Uniform allowance and PO-1001.
| Budget | Amount | Expiry date | PO number |
|---|---|---|---|
| Uniform allowance | $100.00 | January 1, 2027 | PO-1001 |
| Safety gear | $50.00 | April 1, 2027 | PO-1002 |
| Service award | $50.00 | None | PO-1003 |
Try it
Pay for an order from one budget.
Pick a budget and press Redeem, place the order, then refund it. Watch which budget pays, what it has left, and the rows your month-end file would carry.
- The buyer picks one budget for each order and never types a code Live
- Nothing leaves the budget until the order is paid Live
- A refund returns to the budget that paid, as a negative row Live
Checkout · exampleLive
Your budgets
-
Uniform allowance
Expires January 1, 2027 · $100.00 left -
Safety gear
Expires April 1, 2027 · $50.00 left -
Service award
No expiry · $50.00 left
Press Redeem on the budget that should pay.
Month-end file · Budget usage
| Order | Budget | PO number | Amount |
|---|---|---|---|
| No orders yet this month. | |||
Example budgets from our Help Center. Amounts in your store currency.
What you get
Every budget, to the cent.
One budget for each order
The buyer picks the budget. If they change their mind before they pay, the budget picked last is the one charged.
Exact amounts
An order comes off the budget that was picked. A partly used budget keeps the rest, and Shopwaive records which budget paid, to the cent.
Refunds to the budget that paid
Refund items of an order redeemed as a discount code and the budget's share of them returns to the same budget, through one Shopify Flow workflow you set up once.
An expiry date for each budget
Each budget ends on its own date, or never. The budgets on one account end independently of each other.
A PO number for each budget
You save it once. Saving a new one adds a version: orders keep the PO that was in force when they were placed. Buyers never see it.
A month-end file
One CSV with every order by employee, budget, PO number and amount, refunds as negative rows, and totals by PO. You can download it only after it matches Shopwaive's own records to the cent.
For your accountant
Each row says how the order was redeemed. Rows redeemed as discount codes can show a tax accrual, as information for your accountant and tax adviser.
Online and in store
The same budgets work at the online checkout and in Shopify POS, where the Shopwaive tile reads Budgets and opens the buyer's list.
Real screens
Budgets in the app and at the register.
Captured on our own development stores. Nothing is drawn in; crops leave out test people and other brands.
Who it suits
Built for programs that bill back.
- Employers that fund staff purchases from more than one budget, such as uniforms, safety gear, service awards and gifts
- Agencies and program managers that run a store for a client and bill each budget back on a purchase order
- Any program where an allowance is loaded again on a schedule, every month, quarter or year
- Brands that give customers promotional amounts, each with its own expiry date, redeemed with one click
How it works
- Set up. Add the checkout block, the POS tile and the refund workflow, then switch on Budgets in Shopwaive's Settings.
- Save a PO number for each budget on the Budgets page of the Shopwaive app.
- Load budgets for one person in the app, for many people with a CSV import, with Shopify Flow or with the Shopwaive API, and refill them on a schedule.
- Buyers redeem online and in Shopify POS, one budget for each order.
- Download the month-end file and bill each PO.
Requirements
What Budgets needs.
| Online checkout | Shopify Plus. Shopify allows apps on the information, shipping and payment steps of checkout only on Shopify Plus. |
|---|---|
| Shopify POS | Any Shopify plan that includes Shopify POS. Shopify Plus is not needed in store. |
| Shopwaive plan | The Redeem checkout block is part of the Shopwaive Checkout plan. See pricing. |
| Shopify Flow | Refunds return to a budget through one Shopify Flow workflow. |
| Customer accounts | At the online checkout, budgets show only to a signed-in buyer. |
| Balance type | The Balance theme, with balances kept in your store currency. Budgets do not work with the Loyalty and Rewards theme. |
| Switching it on | The Budgets switch on the Checkout tab of Shopwaive's Settings, once the checkout block, the POS tile and the refund workflow are in place. |
For developers
Budgets in the Shopwaive API
The Customer API returns a customer's budgets in its offers object when you add ?offers=true; each budget's name is its note. Use the Action API to edit or delete one.
Questions
About Budgets.
What is Budgets?
Budgets gives one person several named budgets on a single Shopwaive account. Each budget has its own amount, its own expiry date and its own PO number. The buyer picks one budget for each order, online or in Shopify POS, and at month end you download one file by order, employee, budget and PO.
Do buyers see the PO number?
No. You save one PO number for each budget in the Shopwaive app. It is printed in your month-end file on every order and refund of that budget, and buyers never see it.
What happens on a refund?
When you refund items of an order redeemed as a discount code, the budget's share of them returns to the budget that paid, through one Shopify Flow workflow you set up once. Every sale in Shopify POS is redeemed as a discount code.
Does a budget have to expire?
No. Each budget ends on its own date, or never. A partly used budget keeps the rest until its own date.
How do I get Budgets?
Add the checkout block, the POS tile and the refund workflow, then switch on Budgets on the Checkout tab of Shopwaive's Settings. The Help Center's Budgets set-up page takes you through each step, and you can book a demo for a walk-through.
Put every program on one account.
Book a demo and we will map your programs and POs to budgets with you, or install Shopwaive and switch Budgets on in its settings.