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How to Send Checkout/Payment Link for Draft Orders
Last modified: April 2, 2024
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.
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Smart Push Marketing – WebPush
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Abandoned Cart Recovery
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Abandoned Cart Recovery Email
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Kit Karts
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WhatsApp Chat + Cart Recovery
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Recapture Abandoned Carts
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PushOwl Web Push Notifications
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Checkoutify
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Messenger Abandoned Cart Bot
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Abandoned Cart Messenger
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Cart Absolute by MDeVs
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SINOBOT
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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.
Strategies for Utilizing Payment Links in Checkouts Management
Checkouts and order management are closely intertwined with the process of sending out payment links for draft orders. Deleting abandoned checkouts is just one aspect of effective order management.
When customers abandon their carts, businesses can use this opportunity to re-engage them by sending payment links for draft orders. This approach helps in shortening the purchasing path by providing a direct route for customers to complete their transactions without having to go through the entire checkout process again.
By monitoring what customers are adding to their carts, businesses can identify potential drop-off points and strategically send payment links to encourage completion of the purchase.
This not only helps in limiting attendance on your physical store, especially in situations where customers might prefer online transactions, but also provides a seamless and convenient experience for customers.
Integrating a survey before checkouts can further enhance the effectiveness of sending payment links for draft orders. By understanding the reasons behind cart abandonment, businesses can tailor their follow-up communication and payment link offerings accordingly, addressing any concerns or hesitations that customers may have.
Moreover, functionalities such as duplicating a discount or merging orders can be utilized to incentivize customers to complete their purchases through payment links. This flexibility in order management allows businesses to create targeted promotions and offers, increasing the likelihood of successful transactions.
For businesses with multiple fulfillment locations, the ability to change fulfillment locations seamlessly when sending payment links ensures that orders are processed efficiently and accurately.
Additionally, leveraging advanced features and customizations enables businesses to tailor their payment link communications to match their branding and customer preferences, further enhancing the overall shopping experience.
Overall, integrating checkouts and order management with the use of sending payment links for draft orders is essential for maximizing conversions, reducing cart abandonment, and optimizing the efficiency of the purchasing process.
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.
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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.
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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.
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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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