Draft Order Invoices Documentation
Documentation for B2B Draft Order Invoices, the Shopify app that shows draft order invoices on customer accounts, with payment reminders and invoice PDFs.
Watch the walkthrough first if you are setting up for the first time. It covers installing the app from the Shopify App Store and using it day to day.
B2B Draft Order Invoices makes Shopify draft orders visible and payable. Your draft orders sync automatically from Shopify, customers see their open invoices on the account page (classic or new customer accounts), pay through Shopify's secure invoice checkout, and the app follows up on unpaid invoices with automated email reminders. It also handles quote requests from the cart, invoice PDF downloads, and draft order payments at POS.
New to draft orders? Start with our guide, Shopify draft order invoices for B2B: how to send them, get paid, and take quote requests, then come back here for setup.
Get started
Installation
Install the app from the Shopify App Store and pick a plan.
Enable the theme widget
Turn on the app embed and add the invoice table to your customer account page.
Send your first invoice
Create a draft order, send the invoice, and watch it appear for your customer.
Go further
Payment reminders
Automated follow-up emails for sent invoices that are still unpaid.
Quote requests
Let customers submit their cart as a quote request you convert into a draft order.
Connect Klaviyo
Trigger Klaviyo flows from invoice, reminder, payment, and quote request events.
Templates
Reusable line-item properties and order attributes for the draft editor.
Invoice PDFs
Downloadable PDF invoices for you and your customers.
Customer page block
See a customer's draft orders on their admin customer page.
Customer accounts
Show open invoices inside Shopify customer accounts.
Classic customer accounts
The theme widget for classic, theme-rendered account pages.
Shopify POS
Load open draft orders into the POS cart and take payment in person.
About this app
B2B Draft Order Invoices is one of the B2B apps for Shopify built by Conspire, a Shopify Premier Partner and development agency in Los Angeles. See the Draft Order Invoices overview for features, pricing, and screenshots, or install it from the Shopify App Store.
Need help?
Use the chat bubble on any docs page, or reach out to our team at hello@conspireagency.com. We're happy to help with setup.