Creating draft orders

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.

Steps:

Add products

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. Discount codes can't be applied at checkout for orders created as draft order invoices.

Add shipping

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

Steps:

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.

Steps:

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.

Steps:

Add or remove a customer

Add a customer to a draft order

If you create a draft order for a customer, then you can share a link to the checkout page for the order so that the customer 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.

There are two ways to share checkout links with your customers:

Email invoice

You can email an invoice to your customer with a link to the checkout page. Your customer can use the link in the email to enter billing information, select a shipping method, and submit payment.

You can also send email invoices for orders with a Payment pending status.

You can't send an invoice for a multi-currency order.

Steps:

You can create a draft order for customer requests initiated on social media apps, and then share a link to the checkout page with your customer.

Steps:

Accept payment

Accepting payment for a draft order creates an order on the Orders page. You might want to accept payment if you've already been paid, payment is on the way, or if you already have your customer's billing information for the order. If you aren't ready to accept payment yet, then you can save the order as a draft and accept payment later. You can also set the draft order to Mark as pending if you haven't accepted payment yet, but would still like to create the order with a Payment pending status.

The following methods are available to accept payment:

  • Mark as paid - Use 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. The received amount is not captured again by your payment provider. An order confirmation email is sent to the customer.

  • Pay with credit card - Use if you have the billing information of your customer or if your customer is available to enter it directly. This payment method is only available with Shopify Payments.

  • Mark as pending - Use if you're awaiting payment for the current order. You can't edit a draft order after marking the payment as pending. The draft order is created as an order with a Payment pending status. You can then email an invoice to your customer with a link to the checkout page, or you can accept payment for the order using Mark as paid or Pay with credit card.

For most countries, you aren't charged transaction fees for orders when you're using Shopify Payments. You pay only the credit card processing fees 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, then you do not incur transaction fees for that order.

Steps:

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

  2. Select one of the following options:

    • Click Mark as paid if you have accepted payment outside of Shopify.
    • Click Mark as pending if you haven't accepted payment yet, but want to create the order with a Payment pending status.
    • Click Pay with credit card if you have the customer's credit card information and want to use it to process a payment.
  3. If you select Pay with credit card, then enter the customer's billing information and credit card credentials.

  4. Click Create order to confirm your payment setting and create an order from your draft order.

Find or complete an existing draft order

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 contains 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 is 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.

Steps:

  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 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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