How do I manually add a draft order?

There might be cases when you want to place an order on behalf of your customer, maybe including a special discount or free shipping. In this guide, we explain how you can do this by creating a draft order.

Step 1 - Go to Drafts in your Online Shop Dashboard

  1. Open your Online Shop dashboard.
  2. Go to Orders > Drafts in the menu to the left.
  3. Click the Draft an order button.
Screenshot of the Online Shop dashboard. Red numbered dots highlight the described steps and a red arrow points to the "Draft an order" button.

Step 2 - Enter customer information

On the right of your screen under Customer Information, type in the customer details. The minimum requirement is an email address for you to send the order link to.

Screenshot of the "Draft orders" page. A red arrow points to the Customer information on the right.

Step 3 - Enter order details

  1. Under Order details, enter (part of) a product name, and select the product(s) you want to add. Alternatively, you have the Add custom product option. 
  2. Select a shipping option, for example, Custom shipping, if you want to give shipping for free.
  3. If you want to give a discount, type in a percentage.
  4. Click Save at the bottom.
Screenshot of the "Draft orders" page. A red arrow points to the Order details.

Step 4 - Send the order including a payment link

You can also mark the order as paid if you have received the payment outside of your online shop.

  1. Click Send invoice with a payment link under your product details. You might have to scroll down.
  2. Verify the email address to which the order is to be sent.
  3. Add payment details for your customer.
  4. Add legal terms.
  5. Click Review invoice.
    Screenshot of the Email Invoice pop-up. A red arrow points to the button "Send invoice with a payment link".
  6. If everything is correct, confirm this by clicking Continue.
  7. You can edit the sender and recipient email addresses and update the message to your customer.
  8. Click Send invoice.
    Screenshot of the Send Invoice pop-up. A red arrow points to the "Send invoice" button.

Your customer will receive an email with a confirmation of the order and a link to the payment page to complete it. Once the order is completed, it will move from draft orders to your general order section.

Further down, you can optionally reserve the products to deduct them from your stock, and you can add a note to the order history.

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