Re: Customer Invoices on B2B on Shopify

Customer Invoices on B2B on Shopify

ljknadlk
Tourist
12 0 4

I'm now fully using B2B on Shopify (Shopify Plus), and customer love it, but after each order I'm getting emailed for the PDF invoice of it, which they all need.

 

The system of course emails them the invoice once we've reviewed the order, and added shipping, but they all need is as a file for accounting/reporting. 

 

I'm a but surprised that the "Orders" tab doesn't have this actually. 

 

Does anyone have a solution for allowing customers to access invoices for all orders while logged in?

Replies 9 (9)

ljknadlk
Tourist
12 0 4

Still looking for a solution here. Spending way too much to exporting invoices and email customers. I’m still surprised it’s not a native feature. How is it B2B if customers can’t access their own invoices?!? 

igorsouza
Shopify Partner
6 0 0

I've never had an opportunity to give consultation to any Shopify Plus client, but I believe you can automate this via Shopify Flow. Have you tried this?

Data is the key to achieving online success. Get in touch if you need any help!
ljknadlk
Tourist
12 0 4

No, there is no way to do this. I have customer on B2B for Shopify and they email me asking for the invoices every month. It’s mind boggling the back end has no place for them to access previous invoices and download a PDFA, or whatever file type

Sufio
Shopify Partner
182 2 58

Hi @ljknadlk,

 

Sufio: Professional Invoices is a service that can automatically create and send invoices to your customers. They can be sent either to all customers or to only a select group of customers.

 

Alternatively, we can also provide you with a download link that can be added to the customer's account page. Once implemented, the account page will display each of the customer's orders along with a link to their invoice next to each of them.

 

Check out our invoice download guide or get in touch with our Support team to learn more 🙂 

AmyA
Visitor
2 0 2

Unfortunately, there is NO way to do this with the NEW customer accounts. It just isn't an option yet because of the "no liquid customizations" in the New Customer Accounts. Lots of apps have this option in the Classic customer accounts. 

 

Anyway, I'm commenting here because we really need this feature as well and it is mind boggling that Shopify didn't include it from the get-go. Come on Shopify Developers, bump this up the To-Do list, please!

Dev_Waqar
Shopify Partner
1 0 0

Was you able to find a way to achieve this ?

LPMarketing
New Member
4 0 0

Have you found a work around for this issue? 

Maz
Shopify Staff
1248 131 186

Hello, @ljknadlk & @Dev_Waqar!

 

At this moment in time, such a feature is not yet available to Shopify. 

 

As a workaround, you may be able to use the app 'Customer Accounts Hub' here in our app store. I'd recommend reaching out to the developers and requesting if this feature is included with their app. You can reach out to them directly at their email here: support@customerhubapp.com

 

I can appreciate it would definitely reduce a lot of burden on both merchants and customers alike. In the meantime, I am going to send this up to our developers as feedback to review. Hopefully, this will be a function that they consider adding in the future.

 

Thank you both for your feedback!

Maz | Social Care @ Shopify 
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LPMarketing
New Member
4 0 0

Thanks, I have passed this on to our developer. He is currently working on a custom fix, so I hope that will suffice until Shopify has this as standard. I'm perplexed as to why a B2B service doesn't offer this out of the box.