If you have not customized your Draft Order template and “Draft E-mail Content,” please do so before proceeding.
You can only automatically send Draft Order invoices if you add the download link to the Shopify’s “Draft Order Invoice” notification template.
To Add the Download link to the Shopify’s Draft Order Invoice:
- Navigate to the “Settings” section in our app’s navigation bar. Next, click on the “Store Integration” section.
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- Copy the document code written for the “Draft” under the “Document Types” section heading.
In Shopify: Please follow the steps below, and perform the same action within this context.
- Click on the “Settings” section on the “Shopify Admin“
- 1) Click the “Notification” section.
- 2) Click the “Draft order ınvoice” section.
- Click on the “Edit Code” Button.
- Paste copied code between % endif % and % endcapture %.
- Click on the “Save” button.
Manually Send Draft Order Email via Invoice Wizard
Sending from “Shopify Draft Order Grid” page
- Click on “Drafts” section on the navigation bar.
- Select the draft order you wish to send.
- Click on the More Action Button, and choose the “Send Draft” option.
Sending from “Shopify Order Details” page
- Click on the “Orders” section.
- Click the order number you wish to send.
- Click on the “More Actions” Button.
- Click on the “Send Draft” section.
Sending From Invoice Wizard
- Click the “Drafts” section of our app’s navigation bar.
- Select the Draft Order you wish to send.
- Click on the “Send” button.
- Choose the “Draft” option.
