Customer Invoices on B2B on Shopify

ljknadlk
Tourist
11 0 3

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 5 (5)
ljknadlk
Tourist
11 0 3

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
11 0 3

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
180 2 57

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 1

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!