Olivia here from the Shopify team.
Thanks for sharing your question. It's definitely possible to skip the `email invoice` part of a draft order. Follow the steps to create a draft order:
From your Shopify admin, go to Orders
Click Create order.
Add products to the order.
Customize the order:
Do one of the following actions:
In your case, save the draft order to be updated later as such:
That should do the trick, but let me know if there's another reason this workflow doesn't meet your needs.
I look forward to connecting.
Thank you for your response Olivia!
This was really accurate based on my request, but I did forget to mention something.
The problem actually occurs when we Mark as Paid. These orders are either gift, influencers, investor packages or wholesale deals we're trying to close and do not require payment. But we do want to track that for both Productions (one source of truth for our operations) and track how many of these we sent to control cashflow (with tags).
So ideally we would want to have customers' info in there, (for delivery, shipping etc.) but not them to know that this is actually happening in the background.
Ah, okay. Thanks for the clarification, @JackTr.
When you mark an order as paid it's treated very much as though an order was transacted through your online store. As part of that process, an order confirmation email must be sent and cannot be disabled at this time.
In your case, merchants typically create a draft order and add a 100% discount.
On the other hand, I can definitely appreciate why you might need to bypass this. A hack would be to not enter a customer email address with their profile, but I can also see why you would want that information easily accessible and accurate.
I'd like to hear more about what you think and see if we can come up with another solution. I also invite other community members with the same needs to share their thoughts on how they are managing this.
Olivia, thank you for your response once again.
The best alternative I’ve found so far was not to add the customer info prior to marking it as paid and only add it afterwards.
Since we’re able not to notify customers when label is created etc.. it’s a much smoother experience.
That said, adding just a checkmark allowing us not to notify customer when an order is created would be very practical for our business and I’m assuming many others.
Thank you for your help!
Thanks for your reply, @JackTr.
That's a clever workaround! Your feedback is definitely relevant, and I'd be happy to pass your comments along to our Product Development team for consideration.
I have the exact same problem in my business. I work with a lot of schools and departments who require a very convoluted process of purchase orders and delivery prior to payment. I have been generating invoices in MYOB for the quotes and loading a draft order. I sent a Tax Invoice (generated in MYOB from the quote) for payment with the order and also via email.
However, when the order is (finally) paid and I want to mark the payment into Shopify it sends the client another Tax Invoice (which has different invoice number) and I then have to email and tell them to ignore that invoice. It's very cumbersome and very unprofessional.
I have tried creating a Draft Invoice when the Purchase Order comes in and I select 'Mark as Pending'. This option at least gives me the correct Invoice number but again, when the payment is finally received and I select 'Mark a Paid' another invoice is sent...
Being able to control invoice emails for draft orders would be super-helpful for those of us operating under slightly different business structures.
I'd love your thoughts.
Thank you so much for connecting with us and joining this thread.
I'd be happy to chat more with you, but I'd like to make sure I haven't missed or misunderstood anything from your post. To clarify:
Any further context you can provide would also be greatly appreciated.
I look forward to your reply,
With regards to your questions:
For the majority of clients, the current draft order system is absolutely fine, but for clients needing to use Purchase Orders Ideally what I need is:
I hoe this detail helps.
The auto-generating of receipts and order notification for these draft orders is definitely problematic.
Any solutions would be greatly appreciated.
Thank you so much for providing that additional context, @KR3.
I’ve come up with a set of steps that should act as a workaround for you, which will allow you to create a payment pending draft order, send a quote, and mark the order as paid without sending automatic communications to the customer. Check out the steps below:
Let me know if these steps help you achieve your goal, and if I’ve missed or misunderstood anything please don’t hesitate to reconnect with me.