Draft orders

Included with Shopify

Capture sales at every customer interaction with personalized orders and invoices

Create order
Illustration of a shopping list with two items: a potted plant and a watering can with its price.

How it works

  • Turn conversations into conversions

    Take orders over the phone, in person, or through other channels outside your online store.

  • Customize orders to meet every customer's needs

    Help your sales team close every deal by customizing orders with business rule overrides, custom items, and discounts.

  • Build stronger B2B relationships with flexible payment options

    Offer tailored payment terms and convenient payment methods to meet the unique needs of your B2B customers.

  • Give customers confidence with locked-in prices and reserved inventory

    Eliminate purchase anxiety. Guarantee product availability and stable pricing so your customers can buy with complete peace of mind.

What’s in the box

Invoice and receipt features

Your Shopify plan comes with everything you need to create draft orders, send invoices, and capture payments. Invoice and receipt apps offer additional document types and advanced customization features.

View all invoice and receipt apps
Invoice and receipt features
Document types
  • Supported Invoices
  • Not supported Receipts
  • Not supported Gift receipts
  • Not supported Credit notes
  • Supported Quotes
  • Supported Draft orders
  • Not supported Order confirmations
  • Not supported Delivery notes
  • Not supported Customs documents
  • Not supported Packing slips
  • Not supported Shipping labels
  • Not supported Refunds
  • Not supported Returns
Customization
  • Not supported Color and font
  • Not supported Branding
  • Not supported Fields
  • Not supported Invoice numbers
  • Not supported Sender email
  • Not supported Tax calculation
  • Not supported Templates
  • Not supported Barcodes
  • Not supported Logos
  • Not supported Multi-currency
  • Not supported Multi-language
File management
  • Not supported Bulk download
  • Not supported File naming
  • Not supported Email automation
  • Not supported PDF generation
  • Not supported Print and export
  • Not supported Reports
  • Not supported Data security
  • Not supported Sequential numbering

Do more with Shopify tools

  • Create sales quotes to close more deals

    Grow B2B sales using personalized sales quotes with customized discounts and payment terms.

    Create quote

Learn more