Team: who created and who owns each draft
See who built each draft order, hand drafts to the person who manages the account, filter the list to your own, and follow team results on the dashboard.
When several people send invoices, two questions come up every day: who built this draft, and who is following up on it? The app answers both without any tagging convention.
Created by and assigned to
- Created by is recorded automatically. A draft created in the app is stamped with the staff member who made it. A draft created in the Shopify admin is matched from the draft's own timeline shortly after it arrives.
- Assigned to is the person responsible for the draft from here on. It starts as the creator and can be changed at any time in the editor's Assigned to card, including on paid drafts. Use it when one person builds the draft and another manages the account.
To assign several drafts at once, select them in the Draft Orders list and choose Assign to… from the bulk actions.
Finding your drafts
The Draft Orders list has a Mine view (drafts assigned to you) next to All, Open, Invoice sent and Paid. The filters narrow by assignee, creator, tag and creation date, and the search box looks through order names, emails, notes, tags, PO numbers, custom field values and team names.
The team board
Once drafts carry an assignee or creator, the dashboard shows By team member for the selected period: drafts created, invoices sent, paid count and value, open value, and the median days from first invoice to payment. Click a name to open that person's drafts.
Existing drafts
Drafts from before this feature have no creator recorded yet. The app fills them in from each draft's timeline in the background after you first open the new list; drafts older than Shopify's one-year timeline retention, or created by another app, stay unattributed and can be assigned by hand.