How to Create a Draft Order on Shopify

Chandler
Chandler October 22, 2018

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Draft order is the order which you make on behalf of your customers, this order is similar to the one that customers make themselves. The draft order will be considered as an official order when you accept the payment from your clients. You can make the draft order for your customers and email them the invoice through the Shopify system.

This is an instructional writing on how to create a draft order on Shopify. This instruction will provide you with the detailed guideline so take your time to read and follow it carefully.

How to create a draft order

Step 1: Go to Orders

After you get to the Shopify admin screen, notice on the left-hand-side of the page, there is a button called Orders, click on that button to get to the Order page.

To create a draft order on desktop 1

Step 2: Click Create order

When you get to the Order page, find the ` Create order` button on the right of the screen, click on the button to continue,

To create a draft order on desktop 2

Step 3: Add products

After the previous step, you will be taken to a new page named Create order. You can see there is a box under the Order details field. Search for the products in that box and choose them to add to your draft order.

To create a draft order on desktop 3

Step 4: Customize the order

Inside the Create order page, there are other elements that you can adjust like:

  • Add a customer
  • Discount
  • Add tag
  • Apply taxes (or not)

The options to add the discount, tag or note and taxes are not compulsory, you can choose whether to apply them or not.

To create a draft order on desktop 4

Step 5: Choose one action to do

You can choose to do one of these following actions

  • Email invoice: you can send an invoice to your customer, this invoice will include a link to the checkout which can be used by the customers to pay for the order.
  • Accept payment: in the Accept payment section, choose the option to receive payment from your customers
  • Save draft order: you can click the Save draft order button at the bottom of the page to save the order to adjust it later in the Draft order page.

To create a draft order on iPhone (Click here)

  • Step 1: Go to Orders

After logging into your Shopify account in the app, tap the Orders button next to the Home button at the end of the phone screen.

To create a draft order on iPhone 1

  • Step 2: Create order

At the top of the screen, you can see the + button, tap on that button to create order.

To create a draft order on iPhone 2

  • Step 3: Add products

A new page named Create order will appear, in the Items section, tap Add products to choose the products for your order.

V 3

  • Step 4: Customize the order

Inside the Create order page, there are other elements that you can adjust like:

  • Add a customer
  • Discount
  • Add tag
  • Apply taxes (or not)

The options to add the discount, tag or note and taxes are not compulsory, you can choose whether to apply them or not.

  • Step 5: Choose one option to follow

You can choose one of these following action to do:

  • Email invoice: you can send an invoice to your customer, this invoice will include a link to the checkout which can be used by the customers to pay for the order.
  • Mark the payment as pending in the Accept payment section if you want to receive the money later.
  • If the payment has already been done outside the Shopify ground, mark the payment as paid.
  • Save draft order: you can click the Save button at the top of the page to save the order to adjust it later in the Draft order page.

To create a draft order on Android (Click here)

  • Step 1: Go to Orders

After logging into your Shopify account in the app, tap the Orders button next to the Home button at the end of the phone screen.

  • Step 2: Create order

At the top of the screen, you can see the + button, tap on that button to create order.

  • Step 3: Add products

A new page named Create order will appear, in the Items section, tap Add products to choose the products for your order.

  • Step 4: Customize the order

Inside the Create order page, there are other elements that you can adjust like:

  • Add a customer
  • Discount
  • Add tag
  • Apply taxes (or not)

The options to add the discount, tag or note and taxes are not compulsory, you can choose whether to apply them or not.

  • Step 5: Choose one option to follow

You can choose one of these following action to do:

  • Email invoice: you can send an invoice to your customer, this invoice will include a link to the checkout which can be used by the customers to pay for the order.
  • Mark the payment as pending in the Accept payment section if you want to receive the money later.
  • If the payment has already been done outside the Shopify ground, mark the payment as paid.
  • Save draft order: you can click the Save button at the top of the page to save the order to adjust it later in the Draft order page.

Conclusion

To sum up, the above is my writing on how to create a draft order on Shopify. I hope you have a great experience when you read my writing and check out our posts on orders for Shopify store owners if you’re interested.

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Orders

Change Order Number in Shopify Delete abandoned checkouts on Shopify Add a Tracking Number Refund an Entire Order Resend Email About Order to Customer View Order Status Page of an Order Find or Complete an Existing Draft Order Refund Order Fulfill Orders For Multiple Locations Export Orders To A CSV File Archive Fulfilled Order Add or Remove Taxes Add or Remove Customer Fulfill Part of Order Manually Create Draft Order Apply Discount to a Specific Item Add Tag to Order Add Products to a Draft Order View Marketing Activity Reports Enable Automatic Abandoned Checkout Recovery Emails Email Customer Link to their Abandoned Checkout Manually Cancel Order View the Fraud Analysis For an Order View Order's Conversion Summary Review an Order's Transaction History Print Order Delete an Order View Order Use Bulk Actions with Filter Sort Orders List Save Filter or Search Refund Part of an Order Fulfill Many Orders At Once Manually Capture Single Payment Manually Cancel Fulfillment Fulfill Orders Manually Show Content Based on Shipping Method Translate Order Status Page Show Content Based on Customer's Locations Enable Push Notifications Attach an Order Tag Add an Opt-In for Order Updates View the Status Page for One of your Orders Show Content Based On an Order for A Particular Product Run Scripts Only on the First Visit on Shopify Manually Add the Order Status URL to your Email Templates Check if Email Templates have been Customized View an Order's Timeline Edit Customer Information Email Invoice


Chandler
Chandler
Hi! I'm Chandler - a Shopify expert and also a customer supporter with over five years of experience. I had done more than 300 custom work projects in the Shopify platform, namely building a store from scratch, installing apps, adding custom features, optimizing speed and SEO, and so on.

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