Managing drafts

Find and manage all your Shopify draft orders in one place. Search by order number or customer, filter by status or date, and view detailed information for any draft.

Why This Matters

  • Quickly locate specific draft orders among hundreds

  • Track which drafts have invoices or quotes sent

  • Monitor draft order status before they expire

  • Access draft details without leaving the app


How It Works

The Draft Orders page syncs with your Shopify store and displays all draft orders. Each row shows key information at a glance. Click any row to view full details, or use the action icons to print or download directly from the list.

Table Columns

Column
Description

Draft order

Order name (e.g., #D139) - click to view details

PO number

Purchase order number if assigned

Date

Last updated date

Customer

Customer name with expandable details

Total

Order total amount

Status

Current status badge

Actions

Print and Download icons

Row Actions

Each draft order row has two action icons:

  • Print (printer icon): Opens the print page for this draft

  • Download (arrow icon): Downloads the PDF directly

To send a draft order via email, open the detail page and use the Send quote button.

Status Tabs

Quick-filter tabs appear above the table:

  • All: Show all draft orders

  • Opened and invoice sent: Drafts that are open or have invoices sent

  • Opened and quote sent: Drafts that are open or have quotes sent

  • Individual status tabs: Opened, Invoice sent, Quote sent, Completed


Search for a Draft Order

Use the search box at the top of the page to find drafts by:

  • Draft order number (e.g., #D139)

  • Customer name

  • Customer email

The list updates automatically as you type.


Filter Draft Orders

Click Filter above the table to narrow your list:

Filter
Options

Status

Opened, Invoice Sent, Quote Sent, Completed

Updated at

Today, In the last week, In the last month, In the last 3 months, In the last year, On or before, On or after

Created at

Today, In the last week, In the last month, In the last 3 months, In the last year, On or before, On or after

Customer

Search and select a customer

Source

Online store

Tag

Enter tag text

Click Clear to reset all filters.


Sort Draft Orders

Use the Sort dropdown above the table to reorder the list.

1

Open the Sort menu

Click the Sort dropdown above the table.

2

Choose a sort option

Select one of the options:

  • Draft order: Oldest first

  • Draft order: Newest first

  • Price: Low to high

  • Price: High to low

The list reorders immediately based on your selection.


View Draft Order Details

Click any row to open the detail page showing:

  • Customer info: Name, email, phone, addresses

  • Line items: Products, quantities, prices

  • Pricing: Subtotal, discounts, taxes, shipping, total

Page actions (top-right): Edit (opens Shopify Admin), Print, Download

Send quote button appears in the Payment section for non-completed drafts.


Common Questions & Issues

chevron-rightI can't find a draft order I'm looking for.hashtag

First, check if you have any filters applied. Click Clear to reset all filters and show the full list. Then try searching by the draft order number or customer email. If the draft was just created in Shopify, wait a few seconds and refresh the page for the sync to complete.

chevron-rightA draft order shows as expired. Can I still use it?hashtag

Draft orders expire 30 days after creation. Once expired, the customer can no longer use the checkout link to pay. You can still view the draft and print documents from it, but to collect payment you'll need to create a new draft order in Shopify.

chevron-rightThe status doesn't match what I expected.hashtag

Status syncs from Shopify. If you sent an invoice through Shopify directly (not through this app), the status may not reflect that. The app tracks documents sent through its own email feature.

chevron-rightHow do I create a new draft order?hashtag

Draft orders are created in Shopify Admin, not in this app. Go to Shopify Admin > Orders > Drafts > Create draft order. Once created, it will appear in this app automatically.


  • https://docs.avada.io/pdf-invoice/draft-orders/printing-drafts

  • https://docs.avada.io/pdf-invoice/draft-orders/downloading-drafts

  • https://docs.avada.io/pdf-invoice/draft-orders/sending-drafts