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Add Termpact's pages to customer accounts

Termpact adds these to Shopify’s new customer accounts:

Where What buyers see Who sees it
Profile → company location → Payment Balance, overdue amount, available credit, next due date Location admins
Invoices and statements page Invoices by status with PDF and a Pay link; monthly statements Location admins
Purchase approvals page Requests waiting for approval; approve or decline Buyers see their own requests; Location admins decide
Purchase orders page POs sent or uploaded, their status and orders; Upload a new PO Everyone at the location
Above the Orders list A notice when invoices are overdue — amounts for Location admins only Everyone at the location
Order status page The order’s invoice and its PDF Location admins

Contacts with the Ordering only role never see balances, invoices or statements.

  1. In Shopify, go to Settings → Customer accounts and choose Customize to open the customer accounts editor.
  2. Add the Invoices and statements, Purchase approvals and Purchase orders pages to the account menu.
  3. Add the Account balance block to the company location profile, the Overdue invoices notice to the order list and the Order invoice block to the order status page.
  4. Save, then go back to Termpact’s Today page and choose I’ve added them.

If Termpact can’t be reached, the pages say that account details are temporarily unavailable; ordering and checkout keep working.