Use Manual Orders to create orders for your wholesale customers that can be paid with an invoice or other payment type. This Wholesale Club plan feature is used in the Shopify draft orders section instead of within in the app. In this article, find step-by-step instructions on using Manual Orders.
Navigate to Orders in your admin, and click Create order to create a new draft order.
Add products to the order, and manually apply any applicable taxes or shipping. This Shopify guide has instructions on filling out a draft order.
Make sure you add products that are included in the wholesale discount rule you'll be using.
Using the Customer panel in the top right, search for your wholesale customer's profile. Select your customer, then save the draft order.
You can click on the customer to make sure they have the correct wholesale tag on their profile.
Click on the More actions dropdown menu and select Apply Wholesale Discounts.
Once wholesale discounts are applied to the order, verify the details of the order are correct. You can click Send invoice to send a Shopify invoice directly to your customer. Alternatively, you can click Collect payment to enter credit card information manually or mark as paid, allowing you to collect payment externally.
Use the Payment due later checkbox to apply optional payment terms to the order.