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
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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