Confirm & send the payment link
When a buyer submits an order, you review and confirm it here.
1. The Draft Orders inbox
Go to Orders → Draft Orders. Every request is listed with its status:
Pending
Submitted, waiting for you to confirm
Invoiced
Confirmed — draft order created and payment link sent
Paid
Payment received (tracked in Shopify Orders)
Cancelled
You declined the request
Filter by status with the dropdown. Click a row (or the edit icon) to open it.
2. Review the request
The detail page shows the items, the customer, the subtotal, and the payment term — pre-filled from the cascade (the customer's group default, or your shop default). See Payment terms.
3. Confirm & send
Adjust the payment term in the dropdown if needed (override for this order).
Click Confirm & send payment link.
The app creates a Shopify draft order and emails the customer:
Due on receipt → a Shopify pay-now checkout link.
Net term → Shopify sends an invoice with the due date; you mark it paid when payment arrives.
The status moves to Invoiced and the payment link is shown on the page.
4. Cancel
Click Cancel request to decline. If a draft order was already created it's removed from Shopify, and the status becomes Cancelled.
Notes
In this version you confirm the order as submitted — editing line items before confirming is coming in a later release.
Payment itself is completed and tracked in Shopify → Orders. The Draft Orders status shows Invoiced after you send the link.
Next steps
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