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Auto-create on submit

By default a submitted order sits in Pending until you review and confirm it. If you'd rather skip that step for trusted buyers, turn on auto-create.

Turn it on

Orders → Draft Orders → Settings → Auto-create draft order & send invoice on submit.

What changes

Setting
Buyer submits →

Off (default)

Order sits in Pending → you click Confirm & send payment link → invoice sent. You control price/terms before anything goes out.

On

The Shopify draft order is created and the payment link is emailed instantly. The order is already Invoiced and the buyer sees a Pay now button right away.

The payment term is still resolved by the same cascade (group default → shop default), so auto-created orders get the correct terms automatically.

When to use it

  • Good for: trusted repeat buyers, low-risk catalogs, high order volume where manual review is a bottleneck.

  • Keep off for: stores that need to check stock, pricing, or credit before a payment link goes out.

Safety

If auto-create fails for any reason (e.g. a Shopify API hiccup), the order safely stays Pending so you can confirm it manually — nothing is lost.

Next steps

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