· DataEase · Tutorials  · 2 min read

Bulk Send Invoices for Draft Orders

Sending invoices for many Draft Orders manually can be extremely time-consuming. DataEase makes it easy: export your draft orders, mark rows with action=SEND_INVOICE, and import them back to Shopify—all with validation.

🎯 Goal

Email invoices for many Draft Orders at once by importing an action that triggers invoice sending.

📋 Step-by-Step Instructions

1. Export Draft Orders (Optional, for Targeting)

In DataEase, go to New Export → DraftOrders. Include at least:

  • id
  • name (draft number)
  • customerEmail (or email)
  • Totals (e.g., totalPrice)
  • If available: an invoice status field to help you filter unsent drafts

Use filters (date range, customer tag, amount) to narrow the list.

2. Prepare the File to Send Invoices

Open the exported file in Excel or Google Sheets. For every draft you want to invoice, add a row and set:

  • action = SEND_INVOICE
  • (Optional) invoiceEmail — use this to override the recipient if the draft has no email or you need a different address
  • (Optional) invoiceSubject, invoiceMessage — a custom subject/body (leave blank to use defaults)

When done, save the file as .xlsx or .csv.

3. Import & Validate

  1. In DataEase, start New Import → DraftOrders
  2. Upload your edited file
  3. Map the columns
  4. Run Validation

Fix issues flagged in Validation Status (e.g., missing id, invalid email).

4. Run the Import and Review Results

After validation passes, click Run Import to send the invoices.

The selected drafts will have invoices emailed to the recipients. Spot-check a few drafts in Shopify Admin to confirm that the invoice was sent.

📝 Important Notes

  • Drafts must have a recipient email. If the customer profile/email on the draft is missing, set invoiceEmail in your file
  • Sending an invoice does not create an order; the order is created when the invoice is paid/checked out
  • To avoid spamming, filter your export to drafts that haven’t been invoiced yet (or that you explicitly want to re-send)
  • Keep a small test batch first, then run your full list

💡 Minimal CSV Examples

Send invoices to the draft’s saved email:

id,action
gid://shopify/DraftOrder/111,SEND_INVOICE
gid://shopify/DraftOrder/222,SEND_INVOICE

Override recipient and add a custom message:

id,action,invoiceEmail,invoiceSubject,invoiceMessage
gid://shopify/DraftOrder/333,SEND_INVOICE,[email protected],"Your draft order invoice","Hi! Please review and pay this invoice to complete your order."

🎉 That’s it!

Your invoices are now sent in bulk.
If you run into any issues or have questions, feel free to contact our support team.

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