How can I send invoices for Shopify draft orders?

You can send invoices for Shopify draft orders using both the Shopify Store Admin and Invoice Wizard. Follow the straightforward steps below.

If you have not customized your draft order template and invoice email content, please do so before proceeding.

After saving your template, go to the Sending Options in Settings, and tailor the Invoice Email Content to your preferences.

For additional details on customizing email content, please click here.

You can only automatically deliver Draft Order invoices if you add the download link to the draft order invoice notification.

Here is how you can do it:

  • Step 1: Click on the “Settings” section at the “Invoice Wizard” navigation bar
  • Step 2: After pressing the “Settings” button, select “Automated PDF Download” under the subheading “Store Integration” from the options that appear.
  • Step 3: Copy the document code written for the “Draft” under the “Document Types” section heading.

In Shopify Dashboard:
First Step: Open your “Shopify Admin” panel and click the “Settings” button.

Other Steps: Please follow the steps below, and perform the same action within this context.

  • 1) Click the “Notification” section.
  • 2) Click the “Order Confirmation” section.

  • Click on the “Edit Code” Button.

  • 3) Paste copied code between % endif % and % endcapture %.
  • 4) Click on the “Save” button.
    • 5) Click on the “Preview” button.
  • At the end, you have the option to confirm whether the settings are applied or not using the preview feature.

Send Draft Order link manually

Sending From the “Shoify Admin :”

  • Click on “Orders,” choose “Drafts,” select the draft order you want to send, click on the More Action Button, and choose the “Send Draft” option.

Sending From the “Shoify Order Details :”

  • You can also send it from the order details section by clicking on the “Draft Order“, selecting the More Actions button, and choosing the “Send Draft” option.

Sending From the “Invoice Wizard :”

  • Click on the “Orders” section in the navigation bar.
  • Choose the order for which you want to send a “Draft Order,” and then click the “Send” button at the top right.
  • Choose the “Draft” section.

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.