Creating a draft order

You can create orders for your customers and send them invoices from the Shopify admin or the Shopify app. The orders that you create on behalf of your customers are named draft orders. Draft orders are similar to the orders that your customers create for themselves. A draft order is converted to an order when you accept payment for it.

Draft orders can contain the following information:

Draft orders are useful when you need to do the following tasks:

  • Accept payment for an order that you make over the phone, in person, or elsewhere. When you accept payment for your draft order, an order is created for it on the Orders page.
  • Send invoices to customers to pay with a secure checkout link.
  • Use custom items to represent additional costs or products that aren't displayed in your inventory.
  • Manually re-create mistaken orders from any of your active sales channels.
  • Sell products at discount or wholesale rates.
  • Take pre-orders.
  • Save the orders as a draft and resume working on it later. If you save your order as a draft, then you can update it later from the Drafts page in your Shopify admin.

Create a draft order

You can create a draft order on behalf of your customer and then send them an invoice for the order. By default, the invoice contains a link to a checkout, where your customer can pay for their order.

To create a draft order:

Add products

To add products to a draft order:

Set item or order discounts

If you want to apply a discount to the current order, then you can choose to discount the entire order or just individual items within it. Both item and order discounts are applied to the total price of the order — be careful not to duplicate the discount.

Add shipping

If the current order requires shipping, then you can choose a preset shipping rate or create a custom rate.

To add a shipping rate:

  1. Open the order from the Orders page in your Shopify admin.

  2. Click Add shipping:

    Add shipping order

  3. Select a shipping rate option:

    Add shipping option

  4. If you selected Custom, then enter the custom rate name and the shipping rate.

  5. Click Apply.

Add tags

You can organize your orders beyond whether they're captured, paid, and fulfilled by adding tags. You can filter orders by tag, and then save a search for that tag so that you can quickly access those orders in the future.

To add a tag to your order:

Add or remove taxes

By default, draft orders include taxes based on your store's tax settings and the customer's shipping address. If you don't have a shipping address on file, then taxes are based on the customer's billing address instead.

To add or remove taxes from a draft order:

Add or remove a customer

To add a customer to your draft order:

Email invoice

An invoice provides the customer with a link to the checkout page for the current order so that he or she can enter billing information, select a shipping method, and submit payment. After the customer completes the checkout process using the link, the draft order becomes an order in the Orders page and is automatically marked as Paid.

To send an invoice:

Accept payment

If you're ready to accept payment, then select a payment method or payment status. This creates an order in the Orders page.

If you aren't ready to accept payment yet, then you can save the order as a draft and accept payment later.

You will have as many as three methods available for accepting payment:

Mark as paid Click Mark as paid if you have already received payment for the current order, or if you are importing a past order from another platform into your Shopify admin. In this case the received amount will not be captured again by your payment provider. An order confirmation email will be sent to the customer.
Mark as pending Click Mark as pending if you are awaiting payment for the current order. When you receive payment for the order, you can mark it as paid from your Orders page. Until then, its payment status will remain as Pending.
Pay with credit card Click Pay with credit card if you already have the required billing information or if your customer is available to enter it directly (their information won't be saved in Shopify). This payment method requires a direct payment provider, like Shopify Payments. If you process your payments outside of Shopify, then you can't pay with a credit card for manually created orders.

If you’re using Shopify Payments, then you don't pay any transaction fees other than your regular card rate when processing credit card purchases manually in your Shopify admin. If you're using a supported direct credit card payment provider instead, then you pay the same transaction fees when processing credit card purchases that you pay for online orders.

If you mark the order as paid and select a manual payment method, such as cash on delivery or bank deposit, you will not incur transaction fees for that order.

Find or complete an existing draft order

To view a list of your draft orders:

After you accept payment for your draft order, it becomes an order on the Orders page in your Shopify admin or the Shopify app. You can fulfill it in the same way as any regular order.

Duplicate an existing order

When you create a draft order, you can save time by duplicating an existing order or an existing draft order. The following scenarios are examples of where duplicating an existing order might be useful:

When you duplicate an existing order or a draft order, a new draft order is created with duplicates of the following information:

  • products—The duplicate line item will contain the latest information for that product. If a product has been removed, then it won't appear in the duplicate draft order.
  • custom items
  • customer information—If the customer has been deleted, then a customer will be created based on the email, billing, and shipping addresses.
  • email, billing, and shipping addresses
  • notes, note attributes, and tags

Discounts and shipping rates are not duplicated in the draft order.

To duplicate an existing order or draft order:

  1. Open the order (or the draft order) from the Orders page in your Shopify admin.

  2. In the order (or draft order) details page, click More actions > Duplicate.

    A draft order is created with the same line items and customer information as the original order.

  3. Do one of the following actions:

If you save your order as a draft, then you can update it later from the Drafts page in your Shopify admin. When you accept payment for your draft order, an order is created for it on the Orders page.

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