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 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.
  • Re-create orders manually 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.

If you use Shopify Payments with multiple currencies enabled, then you can send draft order invoices in your customer's local currency. Mark as paid, Mark as pending, and Pay by credit card options are available only in your store's default currency when accepting payment for draft orders. If you create a draft order invoice using another currency, and then you decide to use the Mark as paid, Mark as pending, and Pay by credit card options, then the currency is defaulted back to your store's currency.

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.

Draft orders can contain the following information:

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

Set payment terms for payments due later

Payment terms let you set the date that payment is due on an order. You can set payment terms on draft orders, or you can add them to existing orders that have a Payment pending status.

You can choose from the following options when setting the payment terms:

  • Due on receipt: Use this option to set the payment as due on the date that you send the invoice to your customer.
  • Net term: Use this option to set the payment as due within the specified number of days from the issue date. For example, you can choose Within 30 days, and the payment due date is set to 30 days after the issue date. By default, the issue date is set to the current date, but you can change the issue date after you select a net term option.
  • Fixed term: Use this option to set the payment as due on a specific date.

If an order isn't paid by the due date, then the order status becomes Overdue.

After you set the payment terms, you can send an invoice or accept payment for the order.

Steps:

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

  2. In the Payment section, select Payment due later.

  3. Select one of the following Payment terms:

    • To set the payment due on the day that you send the invoice, select Due on receipt.
    • To set the payment due within a time duration of an issue date, select one of the Within days options, and then enter the Issue date.
    • To set the payment due on a specific day, select Fixed date, and then enter the Due date.
  4. Click Save.

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:

Send invoice

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

If you use Shopify Payments with multiple currencies enabled, then you can send draft order invoices in your customer's local currency.

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

You can accept payment for draft orders by marking an order as paid if you have already received payment, or by accepting payment by credit card if you have your customer's billing information. When you accept payment for a draft order, it becomes an order on the Orders page.

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.

Mark payment as paid

If you've already received payment for the current order, or if you're importing a past order from another platform into your Shopify admin, then you can mark the order as paid. The received amount is not captured again by your payment provider, and an order confirmation email is sent to the customer.

Steps:

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

  2. Click Collect payment.

  3. Click Mark as paid.

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

Accept payment by credit card

If you have the billing information of your customer, or if your customer is available to enter it directly, then you can accept payment for the order by credit card. This payment method is only available with Shopify Payments.

Steps:

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

  2. Click Collect payment.

  3. Click Pay by credit card.

  4. Enter the customer's billing and credit card information.

  5. Click Charge to confirm your payment settings and create an order from your draft 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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