Require payment before generating orders + import shipping rates

This releases adds Send Type settings controlling aggregate draft orders and invoices, as well as allowing shipping rates to be uploaded in the order import file.

Collecting payment for Sends

You can now turn aggregate invoice options on or off by Send Type. Some order imports don't require payment to be collected as part of the process. For marketing sends or orders being imported from another platform, you can now turn off aggregate invoices in the Send workflow.

For Sends where you're collecting revenue from the customer, you now have more control over how that happens in the Send workflow.

Require payment before generating orders: when enabled, this setting prevents accidentally generating 10s or 100s of orders without first collecting payment from the billng customer.

• When using this option, the app will generate a draft order aggregating all product, shipping and tax costs and any discounts.

• You can then send this draft as an invoice to your customer and they can pay via the link in the email. You can also enter a credit card for the customer, or simply mark it as paid (if you're collecting payment outside of Shopify). Finally, selecting "Payment due later" and clicking "Create order" will also mark the draft as "complete" and we will consider the Send as "paid".

Auto generate orders with draft paid: with this option selected, all orders will automatically be generated as soon the draft is paid or "completed". For large Sends, you might notice the Send's status change to "Generating" while all orders are being created by the app.

These settings will change the options your users have on Step 5 for completing each Send.

Importing Shipping Methods

You can now import your Shipping Methods in your upload file. This is handy in cases where different recipients will require different options. Ordinarily, it's easiest to pick from the available rates while working through your Send. But uploading the rates can also save you a step if you know in advance you'll need specific rates for individual orders.

Map your shipping column to "Shipping method" during upload. Then on Step 4, we will match using exact name match to the rates returned for each order by your store. If an uploaded rate doesn't exactly match available rates for an address, we'll flag the error so you can fix it before proceeding.

You also have the option in Send Settings to require Shipping Rates for all orders before generating orders, to prevent accidentally generating orders without specifying shipping rates in advance.

Additional updates

• We now support "order form" style product columns on import. Add as many product and qty column pairs as you like, with SKUs pre-filled for each column in your sheet. Then indicate quantities for which products should go to each recipient or "0" where the product shouldn't be sent to that recipient.