Draft orders need the Basic plan or above, and each plan has a monthly allowance. See Plans & billing.
Three ways to create one
Instant, from a cart
On a cart page, click Convert to Draft Order. The draft order is created in Shopify immediately.
Customised, from a cart
On a cart page, click Create Customize Cart to open the builder with the cart pre-filled.
From the Draft Orders page
Click Create New Draft and start from scratch or pick an existing cart.
What’s copied from the cart
If the cart has no customer but the app knows the shopper’s email, that email is used.
Instant conversion
1
Open the cart
From the dashboard, click View Details on the cart.
2
Convert
Below the cart items, click Convert to Draft Order. You’ll see Draft order created! and the Conversion Summary links to the new draft order.
3
Send the invoice
Click Go to Draft Order to open it in Shopify admin, then use Shopify’s Send invoice.
Keep a draft order in sync with the cart
Shoppers often keep changing their cart after you’ve created a draft order. When that happens, Update draft order on the cart page becomes clickable. Click it to copy the cart’s latest items, note and attributes into the existing draft order. The button is also enabled if someone edits the draft order directly in Shopify after the last sync, so you can bring it back in line with the cart. The Conversion Summary shows when it was Last synced. If the draft order was deleted in Shopify, the app tells you “Draft order no longer exists in Shopify” and unlinks it, so you can create a new one.The Draft Orders page
Open Draft Orders from the app menu to see every draft order created through the app.
Actions:
- View Cart — opens the source cart.
- View Draft — opens the draft order in Shopify admin.
- Customize Draft — opens it in the builder to change and re-sync.
- Continue Editing — for drafts still marked Building.
building to list drafts you haven’t sent to Shopify yet, or guest for drafts with no customer.
Edits made to a draft order directly in Shopify (items, tags, note, email) are copied back to this list automatically.
Create New Draft
1
Click Create New Draft
It’s the primary button at the top of the Draft Orders page.
2
Choose how to start
- Start from Scratch — a blank draft order; add products yourself.
- Pick from Existing Cart — choose from recent carts that have items. Search by cart #, customer name or email.
3
Build it
The builder opens. Finish the draft and click Create Draft Order.