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Send invoice for Shopify Draft Orders in bulk

Send Draft Order invoice Feature|Import Draft Orders Excelify|Import Draft Orders Excelify|3 - Update columns|2 - Delete columns After|2 - Delete columns B4|Export open Draft Orders|Send Draft Order invoice Feature|5 - Enjoy draft orders

With the Excelify you can instruct Shopify to send an invoice for your Draft Orders in bulk. Let’s take a look at how to do it.

In Short

  1. Export only your open Draft Orders by applying a filter.
  2. Delete unnecessary columns, we will only need the following ones:
    • ID
    • Name
    • Command
    • All Send Invoice: … columns
  3. Update “Send Invoice: …” columns and “Command” column.
  4. Save the file and import via Excelify.
  5. Done! Check out your Draft Orders in your Shopify Admin.

1. Export only your open Draft Orders by applying a filter

Exporting with Excelify is simple. Select the checkbox to export our Draft Orders without additional sub-checkboxes and apply a filter. Do not forget to press the “Set” button to apply the filter.Export open Draft Orders

2. Delete unnecessary columns

To instruct Shopify to send your Draft Order invoice you do not need to include all columns in the file. We will only need the following columns:

  • ID
  • Name
  • Command
  • All Send Invoice: … columns

Before: 2 - Delete columns B4

After: 2 - Delete columns After

3. Update “Send Invoice” columns and “Command” column

First, you would need to update “Command” column to UPDATE. This indicates to Excelify app that you wish to UPDATE these Draft Orders

To send out invoices for your Draft Orders you must fill “Send Invoice” columns:

  • Send Invoice –  with value TRUE.
  • Send Invoice: To – Email of the recipient. If a draft order also has the “Customer: Email” column filled then it may be left empty.
  • Send Invoice: From – Sender e-mail address which will show for the customer who received the invoice.
  • Send Invoice: Bcc – (Optional) Additional recipients of the invoice. Their e-mail addresses will not be visible by e-mail receivers.
  • Send Invoice: Subject – (Optional) If left empty, the Shopify will put its own default e-mail subject.
  • Send Invoice: Message – (Optional) If empty, then the default Shopify e-mail message will be used.

3 - Update columns

4. Save the file and import via Excelify

Now we can save the file. Go back to the Excelify app and import the file in the Import section. The app will analyze the file and count how many Draft Orders we are importing.

Press the Import button to start the import.

If you see any Failed items, then after the import has finished, you can download the Import Results file and look into the “Import Comment” column. It will tell why the particular Draft Order has failed. Then you can fix that issue and re-import just those failed and fixed rows again.

Import Draft Orders Excelify

5. Enjoy your updated Draft Orders

5 - Enjoy draft orders

What to do next?