How to Send Checkout/Payment Link for Draft Orders [2024]
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How to Send Checkout/Payment Link for Draft Orders

Last modified: December 11, 2023

FAQ
How to Send Checkout/Payment Link for Draft Orders
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While Shopify is a great shopping platform, not all businesses are created the same. You might have some customizations or offer telephone ordering where the customer will need to pay at another time to receive their order. This might require you to send out an order email that includes a checkout or payment link to your customer.

Or you might offer customers preorders that are not on your website at the moment. This can be done by you having personalized or custom draft orders that can then be sent to the customer for them to complete the purchase.

Or you can offer wholesale prices or discount rates to loyal customers and would offer this as a personalized system that you need to send an email for them to make payment.

Whatever, you need a way for you to send the checkout/payment link for the draft orders to your customers. So here are the options for you to get the job done.

Key Takeaways
1
Two options for sending payment links: sending an invoice or sharing a checkout link directly to the customer.
2
To send an invoice: Log into Shopify, go to ‘Drafts’ in ‘Orders’, select ‘Send Invoice’, add a message, review, and send.
3
To share a checkout link: Log into Shopify, select ‘Draft Orders’, pick an order, click ‘Share Checkout Link’, and send.
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The Two Options

There are two ways that you can share the payment link. The first is by sending them an invoice containing the link for them to visit the checkout page and complete the process. The other option is to share a checkout link with the customer on a phone app. When you’re doing either of these processes, you need to make sure that you don’t mark the order as paid yourself. This will prevent your customer from paying.

To Send an Invoice

This is the process for sending an invoice to your customers.

Step 1 – Log in

Log into your Shopify website using your credentials.

Step 2 – Drafts

Now go to the ‘Drafts’ page on your ‘Orders’ page within the admin area.

Step 3 – Send Invoice

Now select the option that says ‘Send Invoice’. If you would like to enter a message to your customer, you can enter the message within the dialog box. When you’ve written the message, you can click on the ‘Review Invoice’ and when you are happy with it, click on the button that says ‘Send Invoice’.

Share a Checkout Link

Here are the steps to share a checkout link to your customers.

Step 1 – Log in

Log into your Shopify store.

Step 2 – Draft Orders

From the Shopify main page, go to the ‘Orders’ page and then click on the ‘Draft Orders’. Then choose the order that you would like to send the invoice for.

Step 3 – Share Checkout Link

Now you can click on the ‘Share Checkout Link’ and this allows you to choose the network where you would like to share the link to. You can review the message, after you enter one, and click on the ‘Send’ option.

Keep Reading

Conclusion: How to Send Checkout/Payment Link For Draft Orders

Above are the two options for sending checkout/payments links for draft orders within Shopify. It is an easy process that you can do, even without any technical expertise.

FAQs
  • How do I resend a payment link if the customer didn’t receive it?

    To resend a payment link, simply go back to the draft order and choose the option to resend the link. This ensures your customer gets another chance to complete the payment.

  • Is there a time limit for a customer to use the payment link?

    Typically, payment links don’t have a strict expiry. However, it’s good practice to communicate a timeframe to encourage prompt payment.

  • Can I send a payment link for partial payments on draft orders?

    Yes, Shopify supports partial payments. You can send a payment link for a partial amount, allowing customers to pay in installments.

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