Draft orders
B2B Merchants can now add credit to open Draft orders with the Apply Available Store Credit Admin Extension
Last updated
B2B Merchants can now add credit to open Draft orders with the Apply Available Store Credit Admin Extension
Last updated
You can use draft orders to sell directly to consumers or to sell to other businesses. If you regularly sell to other businesses, then review all of Shopify's features.
Draft orders are useful when you need to do the following tasks:
Create an order so you can accept payment for orders later on that are placed over the phone, in person, or by email.
Send invoices to customers to pay with a secure checkout link.
Use custom items to represent additional costs or products that aren't displayed in your inventory.
Re-create orders manually from any of your active sales channels.
Sell products at discount or wholesale rates.
To add Shopwaive store credit to a client's draft order that has not yet converted to an order follow the steps below.
in the Shopify Admin using Shopify's guidance:
From your Shopify admin, go to .
Click Create order.
Add products to the order.
Customize the order:
Add a customer
Turn taxes on or off
Add tags or a note
to display a different local currency
Now More actions button at the top of the draft order details page. Click the Apply Available Store Credit button to be momentarily redirected to Shopwaive. If a balance is available, the redirect will add the customers credit to the draft order. If the customer does not have a balance, the redirect returns to the Shopify Admin Draft Order details page without making any changes to the Draft Order.
Do one of the following actions:
to the customer. By default, the invoice contains a link to a checkout that your customer can use to pay for the order.
from the customer.
.
Save the order as a draft so that you can update it later from the page.
After a successful redirect, a message will appear if the customer had a balance to apply and the draft order was updated.
Once you've adjusted the draft order with credit, your customer or vendor can proceed with paying the remainder. Send the new invoice using the Send invoice button.
You can also create orders with pre-filled customer information from existing .
The app redirects back to the Draft order details page, where you will note the applied store credit amended to the order as a discount. If you need an alternative solution to applying a discount to the order, refer to our