To send a draft order to one customer

  • Find your customer in CSA.
  • Go to their PULLS>INVOICE ACTIONS tab.
  • Click the INVOICE AND EMAIL button.

 

To send bulk draft orders to all customers with pulls

  • Go to CON>CONTACTS and use the CONTACTS WITH PULLS mode in the filter column.
  • The resulting page will show you all contacts who have anything in their file. If they are a “customer” (as opposed to staff or library or overstock), they’re automatically checked. Check the boxes next to anyone you want to send invoices to.
  • Select the SEND SHOPIFY DRAFT ORDERS option from the drop menu at the top of the list to schedule draft orders to be sent.

You can monitor draft order sending progress in your jobs report.

If this is your first round of sending draft orders, we HIGHLY recommend sending some drafts to yourself as a test so you can see what it looks like.

 

To change the Shopify Draft Order template, go to Shopify’s admin, and edit the file found at:

SETTINGS>NOTIFICATIONS>CUSTOMER NOTIFICATIONS>DRAFT ORDER INVOICE.