Manual TAX Invoice upload to order page

Topic summary

A merchant is seeking help displaying a manually uploaded tax invoice PDF on customer order pages. They use a pro-forma invoice initially, then create a final PDF invoice through an external billing company with its own numbering system after payment is received.

Current Setup:

  • Tax invoice PDFs are stored in an order metafield
  • Customers cannot currently access these invoices when viewing their orders

Proposed Solution:
Implementing Customer Account UI extensions was suggested as the approach to expose invoice downloads to customers, with the ability to pull metafield data for display.

Status: The discussion remains open with one technical recommendation provided but no confirmed implementation yet.

Summarized with AI on November 2. AI used: claude-sonnet-4-5-20250929.

On my shop I create a pro-forma invoice using the standard system. Once the customer paid I manually create a PDF Invoice. As my billing company runs its own invoice number system and invoices. So long story short, I’ve got a metafield on my orders page where I can upload said tax invoice once it is paid. How can I show this metafield on the orders page once the customer logged in and view their order so they can download this tax invoice. Please help. Sure there is a simple liquid script or something. Thank you in advance.

Hi,

You will likely want to use Customer account UI extensions to expose a way for your customers to download an invoice. You should be able to pull in metafield data.