Creating draft orders in the app

Teams that sell by quote and invoice can build their draft orders inside the app instead of switching to the Shopify admin. Everything the draft needs is on one page, Shopify prices it as you type, and the invoice goes out from the same screen.

Starting a draft

1. Open Draft Orders in the app and click Create draft order.
2. Add products with Add product (the catalog picker) or Add custom item for anything not in the catalog.
3. Set quantities and, where needed, a custom price per line. The subtotal updates immediately; tax, shipping and the total are calculated by Shopify a moment after each change.
4. Pick the customer, add the shipping address, choose shipping, add a note and any custom fields, then click Create draft order.

The draft is a normal Shopify draft order. You can open it in the Shopify admin at any time from the editor's actions.

Customer and addresses

Start typing a name, email or company in the Customer card to find an existing customer. Choosing one fills the invoice email and, when the customer has a default address, the shipping address. For someone new, enter their email and Shopify creates or matches the customer when the draft is created.

The billing address follows the shipping address unless you untick Billing address same as shipping.

Shipping and discounts

Once a shipping address and at least one line are in place, the Summary card lists the shipping rates your store offers for that address, including rates from carrier apps. Choose one, or pick Custom rate and type a name and price.

Add a discount to the whole order in the Summary card, or to a single line with its Add discount control. Discounts can be a percentage or an amount, with an optional reason that shows on the order.

Note, tags, PO number and custom fields

• Note: internal text carried onto the order. It prints on the invoice when you enable notes under Invoice PDF.
• Tags: type a tag and press Enter. Tags carry onto the completed order and are searchable in the app.
• PO number and Reserve inventory until: the same fields Shopify offers; reserving holds stock for the draft until the end of that day.
• Order attributes: custom fields such as designer, architect or project name. Apply a saved template with one click (see Templates) or add fields by hand. Attribute values are searchable from the Draft Orders list.

Defaults for new drafts

Under Draft editor in the app's navigation you can set a default note and default tags for every new draft. Templates marked Apply to every new draft are added automatically: order templates fill the order attributes, line templates are added to each line you add.

Sending the invoice

After the draft is created, Send invoice emails Shopify's invoice to the customer and starts payment reminders if you have them enabled. If your team prefers its own emails, Copy invoice link puts the secure checkout link on the clipboard.

Editing works the same way: open any draft from the list, change what you need and save. Completed drafts (paid) can no longer be edited, but their assignee can still be changed.