You can create orders for your customers and send them invoices from the Pisell admin or the Pisell app. The orders that you create on behalf of your customers are named draft orders. Draft orders are similar to the orders that your customers create for themselves. A draft order is converted to an order when you accept payment for it.
Draft orders are useful when you need to do the following tasks:
- Accept payment for an order that you make over the phone, in person, or elsewhere. When you accept payment for your draft order, an order is created for it on the Orders page.
- Send invoices to customers to pay with a secure checkout link.
- Use custom items to represent additional costs or products that aren't displayed in your inventory.
- Re-create orders manually from any of your active sales channels.
- Sell products at discount or wholesale rates.
- Take pre-orders.
- Save the orders as a draft and resume working on it later. If you save your order as a draft, then you can update it later from the Drafts page in your Pisell admin.
Note
You can't edit a draft order after you mark it as paid, mark it as pending, or pay for it using a customer's billing information. For more information, see Accept payment.
If you use Pisell Payments with multiple currencies enabled, then you can send draft order invoices in your customer's local currency. Mark as paid, Mark as pending, and Pay by credit card options are available only in your store's default currency when accepting payment for draft orders. If you create a draft order invoice using another currency, and then you decide to use the Mark as paid, Mark as pending, and Pay by credit card options, then the currency is defaulted back to your store's currency.
On this page
Create a draft order
You can create a draft order on behalf of your customer and then send them an invoice for the order. By default, the invoice contains a link to a checkout, where your customer can pay for their order.
Draft orders can contain the following information:
- one or more products
- discounts on individual items or the entire order
- shipping rates
- applicable taxes
- a customer
- tags
Tip
To see more videos, visit our YouTube channel.
Steps:
- From your Pisell admin, go to Orders
- Click Create order.
- Add products to the order.
- Customize the order:
- Add a customer.
- Apply discounts.
- Turn taxes on or off.
- Add tags or a note.
- Do one of the following actions:
- Send an invoice to the customer. By default, the invoice contains a link to a checkout that your customer can use to pay for the order.
- Accept payment from the customer.
- Save the order as a draft so that you can update it later from the Drafts page.
You can also create orders with pre-filled customer information from existing customer profiles.
Accept payment
You can accept payment for draft orders by marking an order as paid if you have already received payment, or by accepting payment by credit card if you have your customer's billing information. When you accept payment for a draft order, it becomes an order on the Orders page.
For most countries, you aren't charged transaction fees for orders when you're using Pisell Payments. You pay only the credit card processing fees when processing credit card purchases manually in your Pisell admin.
Note
If you're located in Austria, Belgium, or Sweden, then you're only charged transaction fees on orders processed through a third-party payment provider.
If you're using a supported direct credit card payment provider instead, then you pay the same transaction fees when processing credit card purchases that you pay for online orders.
Note
Credit card transaction fees aren't returned to you when you issue a refund.
If you mark the order as paid and select a manual payment method, such as cash on delivery or bank deposit, then you do not incur transaction fees for that order.
Caution
If you receive payments through direct payment providers other than Pisell Payments, then check with your provider if handling customer information in this way affects PCI compliance requirements.
Tip
To see more videos, visit our YouTube channel.
Mark payment as paid
If you've already received payment for the current order, or if you're importing a past order from another platform into your Pisell admin, then you can mark the order as paid. The received amount is not captured again by your payment provider, and an order confirmation email is sent to the customer.
Steps:
- Open the order from the Drafts page in your Pisell admin.
- Click Collect payment.
- Click Mark as paid.
- Click Create order to confirm your payment setting and create an order from your draft order.
Accept payment by credit card
If you have the billing information of your customer, or if your customer is available to enter it directly, then you can accept payment for the order by credit card. This payment method is only available with Pisell Payments.
Steps:
- Open the order from the Drafts page in your Pisell admin.
- Click Collect payment.
- Click Pay by credit card.
- Enter the customer's billing and credit card information.
- Click Charge to confirm your payment settings and create an order from your draft order.
Duplicate an existing order
When you create a draft order, you can save time by duplicating an existing order or an existing draft order. The following scenarios are examples of where duplicating an existing order might be useful:
- You often manually create orders for returning customers.
- You want to change or edit an existing order.
When you duplicate an existing order or a draft order, a new draft order is created with duplicates of the following information:
- products - The duplicate line item contains the latest information for that product. If a product has been removed, then it won't appear in the duplicate draft order.
- custom items
- customer information - If the customer has been deleted, then a customer is created based on the email, billing, and shipping addresses.
- email, billing, and shipping addresses
- notes, note attributes, and tags
Discounts and shipping rates are not duplicated in the draft order.
Steps:
- Open the order (or the draft order) from the Orders page in your Pisell admin.
- In the order (or draft order) details page, click Duplicate.
A draft order is created with the same line items and customer information as the original order.
- Do one of the following actions:
- send an invoice
- accept payment
- save it as a draft
If you save your order as a draft, then you can update it later from the Drafts page in your Pisell admin. When you accept payment for your draft order, an order is created for it on the Orders page.