Installation

Prefer to watch? This video walks through the whole installation, then shows the app in use. The written steps follow below.

Install the app

1. Open the Draft Order Invoices & Quotes listing on the Shopify App Store.

2. Click Install and approve the requested permissions. The app needs access to draft orders, orders, customers, products, and themes to sync invoices and power the storefront widget.
3. After installation the app opens inside your Shopify admin. The dashboard shows your open invoice total, drafts created, invoice views and conversions, plus quick links to quote requests and reminders.

Draft orders sync automatically

As soon as the app is installed it subscribes to your store's draft order webhooks. Draft orders you create, update, or delete in Shopify are mirrored into the app automatically. There is nothing to import and no ongoing maintenance: the app's dashboard and the storefront widget always reflect your current draft orders.

Plans and billing

The app uses Shopify's native app pricing: you pick a plan on Shopify's plan-selection page when you install, and charges appear on your regular Shopify invoice.

• Free plan: full admin access, up to 20 invoices sent a month, and each customer's account page (the theme widget and the customer account extensions) shows their 5 most recent open invoices. The app dashboard shows a banner as you near the monthly allowance and when invoices are being hidden.
• Paid plans (Standard, Team and Scale): priced by invoices sent a month, with no per-customer limit on open invoices and a free trial. Team adds creating, editing and assigning draft orders inside the app.

See the App Store listing for current plans and pricing. You can change plans at any time from the app.

Next steps