# Draft orders

{% hint style="info" %}
This feature is designed to make adding a customer or vendor's store credit to a draft order easy. The Admin extension was designed specifically for B2B merchants, but can be used by any store that desires to manually add store credit to a draft order. Requires a minimum of Shopwaive Pro subscription
{% endhint %}

{% hint style="info" %}
When a draft order is paid for or when you set payment terms, the draft order converts to an order and is listed on your [**Orders**](https://admin.shopify.com/orders) page.
{% endhint %}

## Getting started

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 [business to business (B2B)](https://help.shopify.com/en/manual/b2b) 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.

## How to add store credit to draft orders

To add Shopwaive store credit to a client's draft order that has not yet converted to an order follow the steps below. 

{% hint style="info" %}
To use this feature Draft orders can be already shipped and fulfilled, so as long as the Draft Order has not yet converted to an order and reached <mark style="color:blue;">**Completed**</mark> status, the Admin extension is available to be used
{% endhint %}

[Create a Draft Order](https://help.shopify.com/en/manual/orders/create-orders) in the Shopify Admin using Shopify's guidance:

1. From your Shopify admin, go to [**Orders**](https://admin.shopify.com/orders).
2. Click **Create order**.
3. Add products to the order.
4. Customize the order:
   * Add a customer
   * Turn taxes on or off
   * Add tags or a note
   * [Change the market](https://help.shopify.com/en/manual/orders/create-orders#change_market-draft-order) to display a different local currency
5. Now <mark style="color:blue;">More actions</mark> button at the top of the draft order details page. Click the <mark style="color:blue;">**Apply Available Store Credit**</mark> 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.
6. Do one of the following actions:
   * [Send an invoice](https://help.shopify.com/en/manual/orders/create-orders#email-invoice) to the customer. By default, the invoice contains a link to a checkout that your customer can use to pay for the order.
   * [Accept payment](https://help.shopify.com/en/manual/orders/create-orders#accept-payment) from the customer.
   * [Set payment terms](https://help.shopify.com/en/manual/orders/create-orders#payment-terms).
   * Save the order as a draft so that you can update it later from the [**Drafts**](https://admin.shopify.com/draft_orders) page.

{% hint style="info" %}
You can also create orders with pre-filled customer information from existing [customer profiles](https://help.shopify.com/en/manual/customers/customer-service#creating-orders-for-customers).
{% endhint %}

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FosssgEBiq7LpblI8QLxR%2FSaveDraft.png?alt=media&#x26;token=de463886-e72a-4965-b6c9-e5808cf5adc8" alt=""><figcaption><p>B2B merchants can apply credit to Open Draft Orders with the Admin extension</p></figcaption></figure>

After a successful redirect, a message will appear if the customer had a balance to apply and the draft order was updated.

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2Fz7wOzJcBh9cCQUxMjtc3%2FDraftOrderUpdated.png?alt=media&#x26;token=dc31cce6-f783-4fe0-a803-3d7524d0b4c6" alt=""><figcaption><p>When a Draft order was successfully updated with applied credit, the app redirects back to the Shopify admin</p></figcaption></figure>

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 [Gift Cards feature.](https://docs.shopwaive.com/shopify/gift-cards)

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FM7sYByNCD2rmr6YKgbSu%2FDraftOrder__.png?alt=media&#x26;token=ce61dc8e-c553-40c7-aa12-7a3c69a8a3b9" alt=""><figcaption></figcaption></figure>

## Send the invoice

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 <mark style="color:blue;">Send invoice</mark> button.&#x20;