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How to Create a Manual Order in Shopify for a Phone Customer

Customer wants to order over the phone or by DM? Here's how to build the order, email an invoice, and take payment — without fumbling through the admin.

June 17, 2026·3 min read

Not every sale happens through your checkout. A regular calls to reorder, someone DMs you to buy, a wholesale buyer wants an invoice. These are real revenue — but building the order in Shopify while the customer waits on the line is fiddly, and it's easy to fat-finger a quantity or address.

The manual order flow in Shopify

Creating a draft order in Shopify means navigating to Orders, starting a draft, searching for each product, setting quantities, adding or selecting the customer, entering shipping, then sending an invoice. It works, but there's a lot of clicking — and doing it live while talking to a customer invites mistakes.

Just describe the order

With Claude MCP Connector, you say what the customer wants in plain English and Claude assembles it:

Claude
Create an order for Sarah K. — 2 Linen Shirts (size M) and 1 Tote Bag, ship to her address on file, and send her the invoice.
C
Draft order #1061 created for Sarah K.
Linen Shirt — M
Linen Shirt — M
× 2
$110
Tote Bag
Tote Bag
× 1
$35
ShippingAddress on file · standard
Total$145invoice emailed
Sent: Sarah got a secure payment link — she can pay by card without you handling the details.
Mark as paid when she confirms →

Claude builds the draft, pulls the customer's saved address, totals it up, and emails a secure payment link — so you never touch their card details and the order is recorded properly in Shopify.

What else you can do with manual orders

Use an existing customer or create a new one
Apply a custom discount or set the price manually
Email an invoice with a secure payment link
Mark as paid and fulfill in the same flow

Why it matters

Phone and DM orders are some of your highest-intent sales — the customer already wants to buy. Making them effortless to capture means you never lose one to "let me just get to my computer," and every off-channel sale still lands cleanly in your store's records.

Try it free

Do this in 30 seconds with Claude.

Launching soon on the Shopify App Store. Join the early list to be first in.

Get early access →

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