Customer accounts

Shopify customer accounts (the Shopify-hosted login-code accounts that are now the default for new stores) are where your customers already check their orders - and Draft Order Invoices & Quotes puts their open invoices right there. The app ships two customer account UI extensions, described below.

The two extensions

Open Invoices page: a dedicated full page inside the customer account that lists the customer's open draft order invoices with the invoice name, date, and total, and a Review & Pay button that opens Shopify's secure invoice checkout.

Order index block: a block that appears on the customer's order list, so open invoices sit right next to their order history where buyers already look.

You can enable either one, or both.

Add open invoices to customer accounts

Customer account extensions are placed from Shopify's checkout and accounts editor:

1. In your Shopify admin, go to Settings → Checkout and click Edit on your configuration to open the checkout and accounts editor.
2. Open the Apps panel and find Draft Order Invoices & Quotes.
3. Click the + next to Open Invoices Page and add it to Accounts as a new page. For the order index block, add it on the orders page.
4. Click Save.

In the editor the page shows sample invoices; each customer sees their own open invoices.

Match the buttons to your brand

The Review & Pay buttons use your checkout and accounts branding, so they match your checkout.

1. In the checkout and accounts editor, open Settings.
2. Under Accent and buttons, click Button and enter your brand color. The preview updates right away.
3. Click Save.

Add Open Invoices to the account menu

Customers find the page from the customer account menu, so add a link to it:

1. In your Shopify admin, go to Content → Menus and open Customer account main menu.
2. Click Add menu item, name it Open Invoices, and in Link search for "Open Invoices" and choose Open Invoices Page.
3. Confirm the item and click Save.

Renaming "Open Invoices" and other text

Selling quotes instead of invoices? Every merchant-facing label on both extensions is editable, so you can rename the widget to match your workflow - for example a Quotes page with a Review quote button.

1. Open the customer accounts editor (Settings → Checkout, or Settings → Customer accounts).
2. Select the Draft Order Invoices & Quotes extension on the page - the settings panel appears on the right.
3. Edit any of the text settings:
   • Heading - the page or block title (defaults to "Open Invoices").
   • Invoice column label - the first column heading (defaults to "Invoice").
   • Pay button text - defaults to "Review & Pay".
   • Empty state text - shown when there's nothing due (defaults to "No open invoices").
4. Save.

Each extension has its own settings, so if you use both the full page and the order index block, update the text on each.

How invoices are matched

The extensions authenticate with Shopify's customer account session and look up open invoices by the logged-in customer's email address. Make sure your draft orders have the customer attached with the same email the customer uses to sign in; drafts without a customer email won't appear.

A draft shows up once its invoice has been sent or you've marked it visible - and you can control that per draft, including hiding an already-sent invoice while you revise it, from the Invoice visibility block on the draft order page.

Troubleshooting

"Unable to load invoice details."

The account page found the invoice but could not load it from the app. Check, in this order:

1. The customer is logged in to the account the draft order belongs to. Invoices are matched by the customer on the draft order (see "How invoices are matched" above).
2. The draft order still exists in Shopify and has not been completed or deleted. A paid or deleted draft order leaves the list on the next refresh.
3. A problem on our side. If the invoice shows in the app's Draft Orders list, the customer matches, and the page still cannot load it, send us the draft order name through the contact form. We look at it the same day, and the customer does not need to do anything.