Shopify is now letting merchants create orders and accept credit card payments through the Shopify Admin in an effort to make it easier for them to sell wholesale, take orders by phone, etc.
When a seller is done building a new order, they can click Email invoice or Pay with Credit Card to process a payment. The former sends the customer a customizable message and a link to a pre-filled checkout. The latter lets you type the customer’s credit card and billing info into Shopify Admin.
“Order creation was designed for businesses that need the flexibility to create custom orders,” says Shopify’s Tom Burns. “This new tool makes it easy to build orders in Shopify using existing products, new line items, one-time discounts, and customizable shipping rates. Plus, it allows you to save and track draft orders from Shopify’s new Drafts section.”
“To create an order, log in to your Shopify Admin, go to your Orders page, and click Create Order,” he explains. “Once you’ve created your order, you can email an invoice or accept a credit card right from the Shopify Admin. You can also mark orders as Paid if you’ve already accepted payment or as Pending if you’re expecting a payment at a later date. To review past orders click Drafts, which you can find in the Orders section of the left navigation menu.”
Any merchant can use order creation, but only those using direct payment gateways can process credit cards. There aren’t any extra fees for manually processing credit cards if you use Shopify Payments.
The company will host a webinar on all of this on July 14. There is additional documentation explaining everything available here.