{"id":4844,"date":"2021-05-24T14:02:00","date_gmt":"2021-05-24T14:02:00","guid":{"rendered":"https:\/\/shopthemedetector.com\/blog\/?p=4844"},"modified":"2026-04-14T05:59:49","modified_gmt":"2026-04-14T05:59:49","slug":"how-to-send-checkout-payment-link-for-draft-orders","status":"publish","type":"post","link":"https:\/\/shopthemedetector.com\/blog\/how-to-send-checkout-payment-link-for-draft-orders\/","title":{"rendered":"How to Send Checkout\/Payment Link for Draft Orders"},"content":{"rendered":"<p>If you take orders by phone, handle B2B transactions, or create custom quotes, you need a way to collect payment outside the normal storefront checkout. Shopify makes this possible through <strong>draft orders<\/strong> - and more recently, through a standalone <strong>Payment Links<\/strong> feature.<\/p>\n<p>This guide walks through every method for sending a <strong>Shopify payment link<\/strong> to your customers, step by step.<\/p>\n<div class=\"key-takeaways\"><div class=\"takeaways-title h2\">Key Takeaways<\/div><div class=\"takeaway-item\"><div class=\"takeaway-number\">1<\/div><div class=\"takeaway-text\">Draft orders let you create manual orders in Shopify and send a payment link or invoice to your customer.<\/div><\/div><div class=\"takeaway-item\"><div class=\"takeaway-number\">2<\/div><div class=\"takeaway-text\">You can send an invoice email or share a direct checkout link - both methods give the customer a secure page to pay.<\/div><\/div><div class=\"takeaway-item\"><div class=\"takeaway-number\">3<\/div><div class=\"takeaway-text\">Shopify\u2019s Payment Links feature (launched 2024) lets you create a payment link without building a full draft order first.<\/div><\/div><div class=\"takeaway-item\"><div class=\"takeaway-number\">4<\/div><div class=\"takeaway-text\">Partial payments are supported - you can collect a deposit up front and the remaining balance later.<\/div><\/div><\/div>\n<h2 id=\"row0\">What Is a Draft Order?<\/h2>\n<p>A draft order is a manual order you build inside the Shopify admin. Unlike regular orders that customers create by adding items to their cart and checking out, a draft order is one <em>you<\/em> put together on behalf of the customer.<\/p>\n<p>You pick the products, set quantities, apply discounts or custom pricing, choose shipping, and add the customer\u2019s details. Once the draft order is ready, you send the customer a <strong>payment link<\/strong> so they can pay and complete the purchase.<\/p>\n<p>Draft orders are useful in several situations:<\/p>\n<ul>\n<li><strong>Phone and email orders<\/strong> - A customer calls in wanting to place an order. You build it as a draft and email them a checkout link.<\/li>\n<li><strong>B2B and wholesale<\/strong> - You negotiate pricing with a business buyer, then create a draft order with their custom rates.<\/li>\n<li><strong>Custom or made-to-order products<\/strong> - Items not listed in your store can be added as custom line items with a set price.<\/li>\n<li><strong>Invoicing for services<\/strong> - If you offer services alongside physical products, draft orders work as simple invoices.<\/li>\n<li><strong>Pre-orders<\/strong> - Accept payment for products before they\u2019re available in your store.<\/li>\n<\/ul>\n<h2 id=\"row1\">How to Create a Draft Order in Shopify<\/h2>\n<p>Before you can send a payment link, you need a draft order to attach it to. Here\u2019s how to set one up:<\/p>\n<h3 id=\"row1a\">Step 1 - Open Draft Orders<\/h3>\n<p>Log into your Shopify admin. Go to <strong>Orders<\/strong> in the left sidebar, then click <strong>Drafts<\/strong>. Click the <strong>Create order<\/strong> button in the top-right corner.<\/p>\n<h3 id=\"row1b\">Step 2 - Add Products and Customer Details<\/h3>\n<p>Search for existing products in your catalog, or click <strong>Add custom item<\/strong> to enter a product name, price, and quantity manually. Custom items are helpful when selling something that isn\u2019t listed in your store.<\/p>\n<p>Next, add the customer. You can search for an existing customer or create a new one by entering their name and email. Adding the customer here is important - Shopify needs their email address to send the invoice.<\/p>\n<h3 id=\"row1c\">Step 3 - Set Discounts and Shipping<\/h3>\n<p>Apply any discounts by clicking <strong>Add discount<\/strong>. You can set a percentage or fixed amount. For shipping, click <strong>Add shipping<\/strong> and select a rate, enter a custom rate, or mark the order as free shipping.<\/p>\n<p>You can also add notes or tags to the order for internal tracking. Once everything looks right, click <strong>Save<\/strong> to create the draft order without sending it yet.<\/p>\n<h2 id=\"row2\">Option 1: Send an Invoice Email<\/h2>\n<p>Sending an invoice is the most common way to share a <strong>Shopify payment link<\/strong>. The customer gets an email with a button that takes them straight to a checkout page where they can pay.<\/p>\n<h3 id=\"row3\">Step 1 - Open the Draft Order<\/h3>\n<p>From your Shopify admin, go to <strong>Orders<\/strong> > <strong>Drafts<\/strong> and click on the draft order you want to send.<\/p>\n<h3 id=\"row4\">Step 2 - Click Send Invoice<\/h3>\n<p>Click the <strong>Send invoice<\/strong> button. A dialog box opens where you can:<\/p>\n<ul>\n<li>Confirm or change the recipient email address<\/li>\n<li>Add a custom subject line<\/li>\n<li>Write a personal message to the customer<\/li>\n<li>Add BCC recipients (useful for sending yourself a copy)<\/li>\n<\/ul>\n<h3 id=\"row5\">Step 3 - Review and Send<\/h3>\n<p>Click <strong>Review invoice<\/strong> to preview what the customer will receive. If everything looks correct, click <strong>Send invoice<\/strong>. The customer gets an email with a link to a secure checkout page.<\/p>\n<p><strong>Important:<\/strong> Do not mark the order as paid before the customer completes payment. Marking it paid removes the checkout link, and the customer won\u2019t be able to pay.<\/p>\n<h2 id=\"row6\">Option 2: Share a Checkout Link Directly<\/h2>\n<p>If you\u2019d rather send the link through a channel other than email - like SMS, WhatsApp, or social media - you can copy the checkout link and share it yourself.<\/p>\n<h3 id=\"row7\">Step 1 - Open the Draft Order<\/h3>\n<p>Go to <strong>Orders<\/strong> > <strong>Drafts<\/strong> in your Shopify admin and select the draft order.<\/p>\n<h3 id=\"row8\">Step 2 - Copy the Checkout Link<\/h3>\n<p>Look for the <strong>Share checkout link<\/strong> option (on desktop) or the share icon (on the Shopify mobile app). Click it to copy the URL to your clipboard.<\/p>\n<h3 id=\"row9\">Step 3 - Send the Link<\/h3>\n<p>Paste the link into a text message, chat app, email, or any other channel. When the customer clicks it, they land on a checkout page with the order details pre-filled. They just need to enter payment information and confirm.<\/p>\n<h2 id=\"row10\">Option 3: Shopify Payment Links (No Draft Order Needed)<\/h2>\n<p>In 2024, Shopify introduced a <strong>Payment Links<\/strong> feature that lets you create a payment link without setting up a full draft order. This is useful for quick transactions - like collecting a flat fee for a service, selling a single item over the phone, or requesting a specific amount from a customer.<\/p>\n<p>To create a payment link:<\/p>\n<ol>\n<li>Go to <strong>Settings<\/strong> > <strong>Payments<\/strong> in your Shopify admin.<\/li>\n<li>Look for the <strong>Payment Links<\/strong> section.<\/li>\n<li>Click <strong>Create payment link<\/strong>.<\/li>\n<li>Enter a description and the amount to charge.<\/li>\n<li>Copy and share the generated link with your customer.<\/li>\n<\/ol>\n<p>The customer clicks the link, enters their payment details, and completes the transaction. No product listing, no cart, no draft order - just a direct payment page.<\/p>\n<p>This feature is especially useful for <strong>service-based businesses<\/strong> that don\u2019t need line-item detail on every transaction.<\/p>\n<h2 id=\"row11\">Customizing the Invoice Email<\/h2>\n<p>The invoice email that Shopify sends can be customized to match your brand. Go to <strong>Settings<\/strong> > <strong>Notifications<\/strong> in your admin and find the <strong>Draft order invoice<\/strong> template.<\/p>\n<p>You can edit the subject line, body text, and include your logo and brand colors. If you know HTML, you can make deeper changes to the template layout. Personalizing this email helps it look professional and reduces the chance that customers ignore it or mistake it for spam.<\/p>\n<h2 id=\"row12\">Partial Payments and Deposits<\/h2>\n<p>Shopify supports <strong>partial payments<\/strong> on draft orders. This is useful when you want to collect a deposit before starting work or manufacturing.<\/p>\n<p>When creating or editing a draft order, you can set the payment terms. Options include:<\/p>\n<ul>\n<li><strong>Due on receipt<\/strong> - Full payment when the invoice is sent<\/li>\n<li><strong>Net 7 \/ Net 15 \/ Net 30<\/strong> - Payment due within 7, 15, or 30 days<\/li>\n<li><strong>Custom deposit<\/strong> - Collect a specific amount or percentage up front<\/li>\n<\/ul>\n<p>When partial payment is enabled, the customer pays the deposit amount through the checkout link. The remaining balance shows as outstanding on the order. You can send a follow-up invoice for the rest when the time comes.<\/p>\n<p>This is especially helpful for <strong>B2B orders<\/strong>, custom manufacturing, and high-value items where full payment up front isn\u2019t practical.<\/p>\n<h2 id=\"row13\">Tips for Sending Payment Links<\/h2>\n<p>A few things to keep in mind when using Shopify payment links for draft orders:<\/p>\n<ul>\n<li><strong>Don\u2019t mark the order as paid manually<\/strong> - This disables the checkout link and the customer can\u2019t complete payment.<\/li>\n<li><strong>Check the email address<\/strong> - If the invoice bounces, the customer never sees the link. Double-check the address before sending.<\/li>\n<li><strong>Set clear payment terms<\/strong> - For B2B orders especially, setting explicit due dates avoids confusion later.<\/li>\n<li><strong>Follow up if unpaid<\/strong> - You can resend the invoice from the draft order page. There\u2019s no limit on how many times you can send it.<\/li>\n<li><strong>Use custom items for non-listed products<\/strong> - You don\u2019t need to add a product to your store just to invoice for it. Custom line items work fine on draft orders.<\/li>\n<li><strong>Test the link yourself first<\/strong> - Before sending to a customer, open the checkout link in an incognito window to make sure everything displays correctly.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>If you take orders by phone, handle B2B transactions, or create custom quotes, you need a way to collect payment outside the normal storefront checkout. Shopify makes this possible through\u2026<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"%%title%% %%page%% [year]","_yoast_wpseo_metadesc":"Learn how to create a payment link in Shopify using draft orders. Step-by-step guide covering invoices, checkout links, partial payments, and the Payment Links feature.","_yoast_wpseo_metatitle":"","footnotes":""},"categories":[13],"tags":[],"class_list":{"0":"post-4844","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-shopify-store-set-up"},"acf":{"breadcrumbs":[{"postpage":[46955]}],"conclusion":"<h2>Conclusion: How to Send Checkout\/Payment Link For Draft Orders<\/h2>\nShopify gives you three ways to send a payment link: invoice email, shared checkout link, or the standalone Payment Links feature. Each method works for different situations, from phone orders to B2B invoicing. The process takes just a few minutes once your draft order is ready.","repeater":null,"filter":false,"attach_to_post":[567],"author_bio":false,"custom_author_bio":false,"author_bio_name":"","author_bio_info":"","_meta_excerpt_title":"","meta_excerpt":"","trust_signals":{"expert_reviewed":true,"items_tested":""},"key_statistics":null,"key_takeaways":{"takeaways_items":null},"required_subtopics":null,"context_block":{"context_heading":"","context_excerpt":"","context_content":""},"methodology":{"methodology_heading":"","methodology_content":""},"comparison_table":"","mid_content_cta":{"cta_text":"","cta_button_text":"","cta_link":""}},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Send Checkout\/Payment Link for Draft Orders 2026<\/title>\n<meta name=\"description\" content=\"Learn how to create a payment link in Shopify using draft orders. 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