Manage Draft Orders
This guide covers the Draft Orders table — how to find, filter, and review the B2B draft orders you have created.
The draft orders table
Section titled “The draft orders table”Go to Draft Orders in the sidebar. The table shows:
| Column | What it shows |
|---|---|
| Draft | Draft order reference |
| Company | The B2B company |
| Location | The company location |
| Total | Order total |
| Status | Open / Invoice sent / Completed |
| Created | When the draft was created |
Filter by status
Section titled “Filter by status”Use the status filter to narrow the list:
- All statuses
- Open — created, not yet invoiced or paid
- Invoice sent — buyer has been emailed a checkout link
- Completed — the order has been finalized
Create a new draft order
Section titled “Create a new draft order”Click New to start the three-step draft order wizard. See Create a draft order.
Track the lifecycle
Section titled “Track the lifecycle”A draft order moves through these stages:
- Open — you created the draft.
- Invoice sent — you sent the invoice, the buyer received a checkout link.
- Completed — the buyer checked out and the order was placed.
You can monitor where each draft sits from the table without leaving the app.
Empty states
Section titled “Empty states”- No draft orders yet — create your first one with New.
- No draft orders match your filters — change the filter or clear it.