Phone and custom orders, with a pickup or delivery date
Create a draft order from Bird with the method, location, date and time slot already set, then finish it in Shopify. The date can show on the invoice you send the customer.
All paid plans include a 14-day free trial.
Create draft order with attributes
Delivery method
Store pickup
Location
Main Street
Date
Mon, Oct 19, 2026
Time slot
2:00 PM - 3:00 PM
Create
Draft order invoice
Complete your purchase
Delivery Method: Pickup
Delivery Date: Mon, Oct 19, 2026
Delivery Time: 2:00 PM - 3:00 PM
Location: Main Street
Order summary
What are draft orders in Bird?
In Bird Pickup & Delivery, the Shopify app by BirdChime, the Draft order button creates a Shopify draft order with a pickup, delivery or shipping date and time slot already attached. Staff add the products and customer in Shopify, collect payment, and the finished order appears in both Shopify and Bird.
- Methods
- Local delivery, store pickup or shipping
- Where
- Orders > Draft order in Bird, finished in Shopify admin
- Existing drafts
- Add a date with More actions > Bird: Order Details
- Invoice
- The date and time can show on Shopify's draft order invoice
- Order count
- Counts once the date is added and the order is finalized in Shopify
- Plan
- Included on every paid plan
- Price
- Paid plans from $19.99 a month, with a 14-day free trial
How do I create a phone order with a delivery date?
Start it in Bird with the date and slot, then finish it in Shopify.
- In Bird
On the Orders page, click Draft order and choose the method, the location, the date and the time slot.
- In Shopify
Click View order to open the draft in Shopify admin, swap the placeholder product for the real items and add the customer.
- Take payment
Click Collect payment, record how they paid, and create the order.
The order then sits in Shopify and on Bird's Orders page with its date and time.
What does a phone order look like from start to finish?
One call, built from the help center's own steps.
- The call
A customer rings to order for pickup next Saturday. Staff click Draft order in Bird, choose Store pickup, the store, Saturday and the 2:00 PM - 3:00 PM slot, and click Create.
- The order
In Shopify, staff remove the placeholder product, add the items and the customer, then Collect payment and Create order.
- The invoice
With Append Date/Time to order note on and the invoice code added, the invoice shows the pickup date and time.
- A delivery instead
For local delivery with Bird Rates with CCS, add the customer's shipping address and click Add custom shipping. Bird returns the rates that match your setup.
Can I add a date to a draft I already started in Shopify?
Yes. Open the draft in Shopify admin and use Bird: Order Details.
- Bird: Order Details
From More actions on the draft, pick the method, date and time slot and save.
- Orders without a date
The same action adds a date to a finished order that never had one.
- Before you mark it ready
Bird's status buttons appear on a manual order once Bird: Order Details is saved on it.
Can Bird add the delivery or shipping rate to a draft order?
Yes, if you use Bird Rates with CCS: Bird returns matching rates inside the draft.
- What it needs
A customer with a shipping address, and Bird: Order Details saved with the method, date and slot.
Click it in the draft's Shipping section and pick from the rates Bird returns.
- Shopify plan
CCS needs Shopify's Shopify, Advanced or Plus plan. It isn't available on Starter or Basic.
Can the date show on the invoice I send?
Yes. Bird writes the date and time into the order note, and the invoice template prints it.
- Order note
Turn on Append Date/Time to order note in Bird's Order management settings.
- Invoice template
Paste the help center's short code into Shopify's Draft order invoice template.
Turn on Translate order note labels and rename the labels in Text and languages.
- Test it
Send yourself a test invoice from the draft to check the dates show.
- Packing slips too
The same order note setting puts the date and time on Shopify's packing slips.
Do draft orders count toward my plan's order limit?
Yes, once Bird scheduling details are added and the order is finalized in Shopify.
- When it counts
At the moment the order is finalized in Shopify, not while it's still a draft.
- Cancelled orders
Orders created with Bird scheduling data still count if they're later cancelled or refunded.
Bird's Orders calendar hides drafts until they're completed. They have their own Draft orders tab.
Draft orders or Shopify POS: which do I use?
Draft orders are for phone and custom orders from the back office. POS is for customers at the counter.
| Capability | Draft orders | Shopify POS |
|---|---|---|
| Where staff work | Draft ordersBird's Orders page, then Shopify admin | Shopify POSA Bird tile on the POS sales floor |
| Counts toward your plan | Draft ordersOnce details are added and the order is finalized | Shopify POSAs soon as a method is picked in the tile |
| Date on paperwork | Draft ordersDraft order invoice, through the order note | Shopify POSPOS email receipt |
How do I set up draft orders with dates?
There's nothing to turn on to create them: click Draft order on Bird's Orders page. To print the date on invoices, enable the order note and add the code to Shopify's invoice template.
FAQ
What else do merchants ask about draft orders?
How do I add a pickup or delivery date to a phone order in Shopify?
Click Draft order on Bird's Orders page and choose the method, location, date and time slot. Bird opens the draft in Shopify admin, where you add the items and customer and collect payment. For a draft you already started in Shopify, use More actions > Bird: Order Details.
Can I create draft orders from Shopify POS?
Draft orders are created from the Bird app's Orders page, not from a POS tile. POS has its own Bird tiles for scheduling orders at the counter.
Why is there a placeholder product in the draft?
Bird starts the draft with a dummy product. Remove it and add the real products before you collect payment.
Can Bird calculate delivery rates on a draft order?
Yes, with Bird Rates with CCS. Add the customer's shipping address, save Bird: Order Details, then click Add custom shipping and pick from the rates Bird returns. CCS needs Shopify's Shopify, Advanced or Plus plan.
Do draft orders count toward my monthly order limit?
Yes, when you've added Bird scheduling details. They count at the moment the order is finalized in Shopify, toward your plan's monthly order limit.
Does it work for Shopify stores outside the US?
You can rename the date and time labels Bird writes into the order note in Text and languages, so invoices read in your customers' language.
Do I need a developer?
Creating draft orders with dates is a button in Bird. Showing the date on invoices takes one short snippet pasted into Shopify's invoice template, which the help center provides.
Which plan do I need?
Draft orders with dates are on every paid plan. Bird rates inside a draft need Bird Rates with CCS, which needs Shopify's Shopify, Advanced or Plus plan.
How much does it cost?
Draft orders are included on every paid plan, from $19.99 a month. Plans are priced in US dollars and billed through Shopify. All paid plans include a 14-day free trial, and annual billing is 10% off.
Terms on this page
- Draft order
- A Shopify order saved before payment, used for phone and custom orders.
- Bird: Order Details
- The Shopify admin action that adds or changes an order's Bird method, date and slot.
- CCS
- Carrier Calculated Shipping: Bird sends its rates to Shopify when they're needed, including in draft orders.
- Order note
- Where Bird can write the date and time, so invoices and slips can print it.
Related features
- POS IntegrationPickup and delivery details carry into Shopify POS, so the counter sees the same order the website took.
- Streamlined Order FlowSee today's pickups and deliveries at a glance, then filter by date, method or location.
- Intelligent Rate ConfigurationsCharge by order value, weight, date, time slot or rush, with no separate shipping-rates app.
- Delivery Time SlotsOffer delivery windows that fit your day, so customers know when to be home.
- Email NotificationsBranded emails confirm the date and time, then keep customers posted as the order moves.
- Customer ReschedulingCustomers can change their own pickup or delivery date and time after checkout, without emailing you.
Industry guides: bakeries, florists and butchers & meat shops.
Comparing apps? Bird vs Zapiet, Pickeasy, Stellar and Flare, or the best Shopify pickup and delivery apps.
Take the order on the phone. Bird keeps the date.
Try draft orders free for 14 days on any paid plan. Create a test draft with a date and check it on the Orders page before you pay.