Create a Draft Order

This guide walks through creating a B2B draft order and sending an invoice to the buyer. Draft orders let you build an order manually for a company, then email it for payment.

What is a draft order?

A draft order is an order you create on behalf of a B2B customer. After creating it, you can send an invoice so the customer receives an email with a checkout link. Draft orders are useful for quotes, phone orders, and negotiated B2B deals.

Step 1: Open the wizard

1. Go to Draft Orders in the sidebar.
2. Click New.
3. A three-step wizard opens.

Step 2: Choose the company

In step 1, enter the B2B company details:

1. Company — the Shopify Company ID (GID).
2. Location — the Company Location ID (GID).
3. Contact — the buyer contact (optional).

These are Shopify B2B company identifiers. You find them in the Shopify admin under Companies — open a company to copy its ID.

Step 3: Add line items

In step 2, add the products to the order:

1. Variant ID — the Shopify Variant ID (GID) for the product variant.
2. Quantity — how many units.

Add additional rows for more variants. The order total updates as you add items.

Step 4: Review and create

In step 3:

1. Review the company, location, items, and total.
2. Add an optional note.
3. Click Create draft order & send invoice.

The app creates the draft order in Shopify and emails the invoice to the buyer.

Send invoice vs. create only

• Create draft order & send invoice — creates the order and immediately emails the buyer a checkout link.
• The invoice email is sent through Shopify’s draft-order invoice flow.

Draft order statuses

Once created, a draft order appears in the Draft Orders table with one of these statuses:

Status	Meaning
Open	Draft created, not yet sent or paid
Invoice sent	Invoice emailed to the buyer
Completed	Order was placed / checkout finished

Find the IDs you need

Because this screen targets specific B2B entities, you need their Shopify IDs:

• Company / Location ID — Shopify admin → Companies → open the company → copy the ID from the URL or details.
• Variant ID — Shopify admin → Products → open the product → variant → copy the ID, or use a variant-export tool.

Related docs

• Manage draft orders
• Create your first price list
• Plans and billing

🎥 Tutorial video

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