You can send invoices for Shopify draft orders from both Shopify Store Admin and Simple Invoice by following the simple steps below.
If you have not customized your draft order template and invoice email content, please customize your draft order template and customize your invoice email content.
Customize Draft Order Templates
Step 1: Open Simple Invoice from your Shopify store’s “Apps” section.
Step 2: Click on the “Templates” on the Simple Invoice dashboard.
Step 3: Click on the Template Type and select the Draft.
Step 4: After making the necessary changes, click on the Save button.
You can get more information about customizing the templates by clicking here.
After saving your template, please navigate to the Sending Options in Settings and customize the Invoice Email Content.
You can get more information about customizing email content by clicking here.
Email content has a draft condition in which an invoice email for your draft order is sent, this condition will be visible.
When your customer clicks on the link, the link directs your customer to your Store Checkout page where your customer makes a payment for the order.
When the transaction is completed, the order will be created from the draft order.
If you are using Shopify Markets, you can create draft orders by using the currency of the Markets you added.
You can get more information about Shopify Markets from the official Shopify guide by clicking here.
Simple Invoice is also capable of sending invoices for draft orders in the currency of the Markets you selected.
Sending from Shopify Store Admin
Click on the Orders, select the Drafts, select the draft order you wish to send, click on the action button, and click on the Send with Simplio option.
You can also send from the order details section by clicking on the draft order, clicking on the More Actions button, and clicking on the Send with Simplio option.
Sending from Simple Invoice
Step 1: Open Simple Invoice from your Shopify store’s “Apps” section.
Step 2: Click on “Drafts” on the Simple Invoice dashboard, select the draft order you wish to send, and click on the Send button.
