Solved

Show Draft Orders On Account Page

ConspireAgency
Shopify Expert
35 3 24

We recently encountered the fact that Draft Orders are technically not Orders and by default they do not show up under customer accounts.  It appears out of the box the only reference a customer has of a Draft Order is the email with the payment link.  It's a bit annoying because clients basically have to dig through their email instead of being able to simply login and have a record of all invoices both paid and pending.

 

As an agency we built our own custom fancy backend to manage customer invoicing, but now we've decided that we're going to just run this through Shopify as that's our expertise and our customers are used to it.  That being said, most our offering are B2B not B2C and thus we send invoices for work to be performed/already performed to our clients and we need to have clients able to see invoices regardless if they're technically "Draft".  Right now it's looking like we'll need to build a custom application (not crazy complex, but still...) to add this functionality into our client portal.

 

 

Just wanted to put this out there and get any thoughts in the community if this is something anyone else has run into !

 

-Daniel

Conspire Agency

 

 

Conspire Agency //
Los Angeles, California //
https://conspireagency.com
View my showreel: https://www.youtube.com/watch?v=E9upo48FQUg
Accepted Solution (1)
ConspireAgency
Shopify Expert
35 3 24

This is an accepted solution.

Wanted to let you know that we finally got this approved in the app store.  With new theme 2.0 requirements it just took a little longer than expected 😃
 
 
Conspire Agency //
Los Angeles, California //
https://conspireagency.com
View my showreel: https://www.youtube.com/watch?v=E9upo48FQUg

View solution in original post

Replies 13 (13)

jeffreyandrew
Tourist
3 0 1

I know this is old, but I am evaluating Shopify right now, and would be very interested in this functionality - did you ever find a solution to this?

ConspireAgency
Shopify Expert
35 3 24
It can't be done via theme modifications alone and would require some
custom application development. If you're interested, email me at
hello@conspireagency.com.

Conspire Agency //
Los Angeles, California //
https://conspireagency.com
View my showreel: https://www.youtube.com/watch?v=E9upo48FQUg
leannekolo21
Visitor
2 0 0

Hello, 

Have there been any updates to this? Or how this can be done? 

ConspireAgency
Shopify Expert
35 3 24

Just wanted to update anyone reading this that we're currently working to finish up a custom application to enable this functionality.

 

Feel free to reach out for updates on rollout 😃   Cheers!

Conspire Agency //
Los Angeles, California //
https://conspireagency.com
View my showreel: https://www.youtube.com/watch?v=E9upo48FQUg
leannekolo21
Visitor
2 0 0

Can you please let us know how we can get on the list to when it is ready? 

NickyGouna
Excursionist
42 0 6

Hi, Is there an update on this?

ConspireAgency
Shopify Expert
35 3 24
Hi Nicky! Just submitted this for Shopify App Store approval. Will update
when it is live.
Conspire Agency //
Los Angeles, California //
https://conspireagency.com
View my showreel: https://www.youtube.com/watch?v=E9upo48FQUg
NickyGouna
Excursionist
42 0 6

That's great! Pleas keep me informed.

NickyGouna
Excursionist
42 0 6
That’s great!
Please keep me informed. Thank you 😊
ConspireAgency
Shopify Expert
35 3 24

This is an accepted solution.

Wanted to let you know that we finally got this approved in the app store.  With new theme 2.0 requirements it just took a little longer than expected 😃
 
 
Conspire Agency //
Los Angeles, California //
https://conspireagency.com
View my showreel: https://www.youtube.com/watch?v=E9upo48FQUg
NickyGouna
Excursionist
42 0 6
Is there a trial at all prior to purchasing?
Thank you.
ConspireAgency
Shopify Expert
35 3 24

Hey @NickyGouna, there's a 3 day trial so you can see if it does what you need before committing to payment.  Right now the app is really focused on the primary pain point of being able to use draft orders as invoices, but we plan on adding more features in the near future.

Conspire Agency //
Los Angeles, California //
https://conspireagency.com
View my showreel: https://www.youtube.com/watch?v=E9upo48FQUg

PaulNewton
Shopify Partner
6274 573 1319

Things like this can also be wired up using automation/script apps like usemechanic, or services like zapier, integromate,etc.

 

The complication though is on the clientside we can't just inject our own liquid objects to create an order object mixed with draft objects; outside of being a proxy app that is.

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