Bulk Order Invoicing & Payment Collection on Shopify

How aggregate invoices work for corporate gifting. Options for collecting payment from gifters and what happens after the invoice is paid.

For corporate gifting and other paid workflows, Send To Many creates an aggregate draft order that serves as your invoice. This single gifter order summarizes all recipient orders for payment collection.

What's in the Aggregate Invoice

When Send To Many generates a gifter order, it includes:

• Product subtotal: total cost of all gifts across all recipients.
• Tax: calculated across all recipient orders based on each recipient's destination address.
• Shipping: combined shipping costs from all recipients.
• Discounts: applied at the gifter level if you use discount codes.

Send To Many uses custom line items instead of catalog products. This prevents inventory double-counting while giving the gifter a clear summary of charges.

Downloading the recipient breakdown

Before generating the invoice, you can download the full recipient list from the Finalize step. This spreadsheet includes every recipient's address, products, shipping cost, and tax. Use it to share a detailed cost breakdown with your customer before or alongside the invoice.

Collecting Payment

You have several options for getting paid. Choose the one that fits your workflow and your customer's expectations.

Send invoice email from the draft order page

Send To Many does not automatically send invoice emails. After the aggregate draft order is created, navigate to it in Shopify admin and send the invoice from there. You can customize the recipients, subject line, and message body before sending. The invoice email includes a link for the gifter to review the order and pay through Shopify checkout.

Customer pays via Shopify checkout

When the gifter receives the invoice email and clicks the payment link, they complete payment through a standard Shopify checkout. This is the most common collection method for corporate gifting.

Mark as paid

Flag the gifter order as paid in Shopify admin, or enter a credit card manually on the draft order page. Send To Many then proceeds with recipient order generation.

Payment terms (Shopify B2B)

If your B2B customer has payment terms configured (such as Net 15 or Net 30), those terms are applied to the aggregate draft order automatically. On Shopify Plus, you can also add deposit requirements. See Using Shopify B2B for Corporate Gifting for details.

Charge a vaulted B2B card

If your B2B customer has a vaulted payment method, Send To Many charges the saved card directly without needing an invoice email. See Using Shopify B2B for Corporate Gifting.

What Happens When Paid

Once payment is received:

• The gifter order becomes a finalized Shopify order (no longer a draft).
• Send To Many automatically tags it "Send to Many aggregate" for easy filtering.
• The order is marked "Does not require shipping" so it stays out of your fulfillment workflows.
• If you've enabled auto-generation, recipient orders start generating right away.

warning

Filter aggregate orders out of your fulfillment workflows. These orders summarize gifts but don't require shipping themselves. Your actual shipments come from the individual recipient orders generated separately.

Next Steps

For payment with Shopify B2B and vaulted cards, see Using Shopify B2B for Corporate Gifting.

For deposit and split payment strategies, see Deposits and Split Payments.

For creating quotes and estimates before a Send is finalized, see Quotes and Estimates.