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Overview

Draft Orders let your B2B buyers submit their whole cart as an order on account — no payment at checkout. The order arrives as a pending request; you review it, confirm it, and a Shopify draft order with a payment link (or Net-terms invoice) is sent to the customer to pay.

When to use Draft Orders

Scenario
Why Draft Orders helps

Buyer orders on account

They build a cart and submit it; you invoice with Net 30 instead of taking payment now

You want to approve before charging

Review pricing, stock, and terms before the payment link goes out

Trusted repeat buyers

Turn on auto-create so the invoice is sent instantly on submit — no manual step

Replace checkout for wholesale

Eligible B2B buyers submit for approval instead of paying immediately at checkout

How it differs from Quotes

Feature
Use it when

Quotes (RFQ)

Buyer wants a custom price on specific items — negotiation, per-product, buyer accepts

Draft Orders (this feature)

Buyer wants to order the whole cart on account — no negotiation, you confirm and send the payment link

Works on every Shopify plan

Draft Orders runs on Basic, Shopify, Advanced, and Plus. Payment terms use Shopify's built-in payment terms (Due on receipt, Net 7/15/30/45/60/90) — you don't need Shopify Plus. The storefront button replaces the theme's Checkout button on the cart page (no checkout-page editing required).

Feature highlights

  • 🛒 Buyer clicks Submit Order for Approval on the cart → whole cart sent, no payment

  • 📥 Requests land in an admin inbox (Orders → Draft Orders) with status tracking

  • 💵 Payment terms cascade: per-group default → shop default → override per order

  • 🧾 Confirm → Shopify draft order + payment link / invoice emailed to the buyer

  • 🤖 Optional auto-create — send the invoice automatically the moment they submit

  • 🌐 Multi-language storefront strings

  • 📧 Emails: admin on new request, customer on confirm (with the pay link)

The flow at a glance

  1. Eligible B2B customer builds a cart and clicks Submit Order for Approval — no payment.

  2. The whole cart is captured as a pending request; you're emailed and it appears in Orders → Draft Orders.

  3. You open it, check items + payment terms, click Confirm & send payment link.

  4. A Shopify draft order is created and the invoice / payment link is emailed to the customer.

  5. The customer pays (tracked in Shopify Orders).

Next steps

PreviousTroubleshooting
NextEnable Draft Orders

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