Draft orders

B2B merchants can add a customer's balance to an open draft order with the Apply Available Balance admin link

This feature is designed to make adding a customer or vendor's 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 credit to a draft order. Requires a minimum of Shopwaive Pro subscription

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 page.

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) 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 credit to draft orders

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

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 Completed status, the Admin extension is available to be used

Create a Draft Order in the Shopify Admin using Shopify's guidance:

1. From your Shopify admin, go to 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 to display a different local currency

5. Save the draft order. Then click More actions at the top of the draft order details page and choose Apply Available Balance. The Shopwaive app opens and applies the customer's balance to the draft order as a discount. The app shows Draft order updated and reopens the draft order in a new tab. If the customer has no balance, the app shows No balance found and the draft order is not changed. If the balance is held in a currency your store does not price in, it is not applied and the message names both currencies.

6. Do one of the following actions:

   • Send an 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 from the customer.

   • Set payment terms.

   • Save the order as a draft so that you can update it later from the Drafts page.

You can also create orders with pre-filled customer information from existing customer profiles.

When the balance is applied, the app shows Draft order updated.

The draft order details page then shows the applied balance as a discount. If you need an alternative solution to applying a discount to the order, refer to our Gift Cards feature.

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 Send invoice button.