In the process of purchasing products from your Shopify store, not only customers can create the order and make the payment, but also the owners. You can create a Shopify draft order for your customer and then inform the invoice via email. It’s much the same as buyers make themselves and will become an official order in case you agree on the payment from the buyers. This is a powerful feature, then in our today’s topic, we will point out how to create draft orders for your Shopify store.
A brief on creating Shopify draft orders
For the benefit of your client, draft an order, and then send them an invoice. A link to the checkout where your customer can pay for their order is automatically included in the invoice.
Draft orders may include the following details:
- A single or multiple items
- Discounts on the full order or specific goods
- Shipment costs
- Relevant taxes
- A consumer
- Tags
- Market
You can utilize draft orders to complete the following tasks:
- To take money for purchases placed over the phone, in person, or via email, create an order.
- Customers can pay for invoices by clicking on a secure checkout link.
- To indicate extra expenses or products that aren’t visible in your inventory, use custom items.
- You can manually make new orders from any of your active sales channels.
- Sell goods at a loss or at a bargain.
- Accept preorders.
- Orders can be saved as a draft so that work can be continued later. On the Drafts page in your Shopify admin, you can find your saved draft orders.
How to create orders in draft form for your Shopify store
Assemble order drafts
- Come to Orders from your Shopify admin.
- Then select Create Order.
- Order the things you want.
- Make the order specific:
- Add a client
- Apply reductions
- Switch taxes on or off.
- Add a note or tags
- Alter the market so that a new local currency is displayed.
- Choose one of the following:
- Send the client an invoice. A link to the checkout where your customer can pay for the order is automatically included in the invoice.
- Accept the customer’s payment.
- Specify the conditions for payment.
- To edit the order later from the Drafts page, save it as a draft.
Additionally, you may use pre-existing client profiles to create orders with customer information already filled in.
Add products
- From the Drafts page in your Shopify admin, access the draft order.
- Choose one of the following actions in the Order Details section:
- Type in the name of the item you want to include in your order.
- To browse a list of the goods and collections in your store, select Browse products.
- By selecting Add custom item, a custom item can be created for the order.
- Verify each of the specific items or variants you want to add to the order.
- Add to order by clicking. Press the X button next to a product in the Order Details section to delete it from the order.
- Verify how many things you have in the order. When you try to check out, you will see a notification alerting you to a stock problem if you add a product with an inventory of zero and the product does not permit overselling.
- Optional: Click Reserve things and then choose how long you want the items to be reserved to reserve the products listed in an invoice or a draft order. This does not change the goods’ real inventory levels in your Shopify admin, but it reserves any items for which inventory tracking is enabled.
Add tags
By adding tags, you can categorize your orders in ways other than just whether they were paid for, received, and completed. Orders can be filtered by tags, and the order view for each tag can then be saved so you can easily access those orders in the future.
Steps:
- From your Shopify admin’s Orders page, access the order.
- Put the tag names in, comma-separated. The maximum number of characters (letters and integers) allowed on an order tag is 40.
- Click View all tags to choose from your previously used tags. To add new tags to the order, click on each one, then press Apply Changes.
- Press Save.
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Add a customer to a draft order
- From your Shopify admin’s Orders page, access the order.
- Start typing a current client’s name or enter the name of a new customer in the Find or create a customer area.
- To add the customer to the order, click the customer.
- Click Create a new customer if you are adding a new customer.
- Create a new customer and fill out the necessary data.
- To save a customer, click. This client is available in your store.
- Press Save.
Update a customer’s contact details
- From your Shopify admin’s Orders page, access the order.
- Choose Edit next to the customer’s email, shipping address, or billing address in the order’s Customer section.
- Make any necessary adjustments.
- Press Save.
When deciding on the payment terms, you can select from the following choices
- Due on receipt: Select this option to make the payment due on the day your client receives the invoice.
- Net term: Use this option to specify the number of days from the issue date that the payment must be made. For instance, if you select Within 30 days, the payment deadline is set to 30 days following the date of issue. After choosing a net term option, the issue date, which by default is set to the current date, can be changed.
- Fixed term: Select this choice to designate a specified date by which the payment is due.
Steps:
- From your Shopify admin’s Drafts tab, open the order.
- Select Payment due later from the Payment section.
- Choose from the available payment terms:
- Select Due on receipt to make the payment due the day after you issue the invoice.
- Choose one of the Within days selections, enter the Issue date, and then choose a time period after which the payment is due.
- Select Fixed date, then input the Payable date to make the payment due on a specified day.
- Choose Create Order.
Accept payment
Mark payment as paid
Steps:
- Open the order from your Shopify admin’s Drafts page.
- Then select Collect payment.
- To mark as paid, click.
- Optional: Update the value if the Amount received value differs from the sum that you got.
- Then select Create Order.
- On your Orders tab, you may access the order that you created.
Accept credit card payments
You can take payment for the order by credit card if you have your customer’s billing information or if they are available to submit it themselves. Only Shopify Payments support this form of payment.
Steps:
- From your Shopify admin’s Drafts tab, open the order.
- Then select Collect payment.
- Click Credit Card to Pay.
- Enter the billing and credit card details for the customer.
- To finish setting up your payment method and start creating order from your draft order, click Charge.
Conclusion
This is the last information we want to share with you. To sum up, we go through 2 main parts:
- A brief on creating Shopify draft orders
- How to create draft orders for your Shopify store
Do you feel this analysis is helpful for you? If you have any questions or interesting ideas, you can send this to us via the contact form. We’re really happy when can hear your opinions. Or do you want to simplify the process of developing the Shopify store, our Shopify customization service will be your best choice.
