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Automated PDFs setup (Customer Account page)
Automated PDFs setup (Customer Account page)

Explains how you can get automated PDF invoices on the Shopify customer account page

Blanca Gongora avatar
Written by Blanca Gongora
Updated over a week ago

Offering your customers the chance to access their orders invoices through the Customer account page easily is something they will thank you for, and the best thing is that you can easily automate these PDF invoices with our Order Printer Pro app.

NOTE: The instructions below are helpful if you're using the Classic customer account. Unfortunately, we can't enable our PDFs on the New customer account page because Shopify limits apps' access:

Step 1/2

1- Login to Order Printer Pro (Shopify admin > Apps)

2- Go to Automated PDFs in the left navigation menu

3- Select the template you would like to provide to customers automatically, then click the Setup PDF link button.

4- The PDF link settings page will appear; customize the fields, temporarily select the 'Email Confirmation email' and go to the next step.

5 -Once you click on Next Step, locate the snippet. Here's what you’ll need to change:

  • Replace id for order.id

  • Replace name for order.name

As in:

  • Replace <p> and </p> for <td> and </td>

The final code should look similar to this:

<td><a target='_blank' href='https://your-teststore.myshopify.com/apps/download-pdf/49df5d467efaadfbe466/{{ order.id | times: 6682 }}/{{ order.name | handleize }}.pdf'>Download your PDF receipt</a></td>

6- Navigate to the "Themes" page in your Shopify admin: https://shopify.com/admin/themes

7- On the public theme, click the three dots next to the 'Customize' button and select "Edit code".


Step 2/2

Now, you're ready to follow the steps to modify the classic customer account page. These steps will depend on whether your Shopify website theme was recently created or is an old theme. Please follow the steps that apply to you.

Recently created theme

1- In the list of templates on the left, click on the file name "main-account.liquid"

2- Copy the following snippet and paste it into the position shown:

<th>Need a receipt?</th>

3- Copy the snippet of Step 5 indicated in the app steps and paste it into the position shown:

4- Press the "Save" button, and you are done! Now anytime a customer views this page, there is a link included to download the PDF document.


Old existing theme

1- In the list of templates on the left, click on the file name "customers/account.liquid"

2- Copy the following snippet and paste it into the position shown:

<th>Need a receipt?</th>

3- Copy the snippet of Step 5 indicated in the app steps and paste it into the position shown:

Now you should have something similar to:

4- Press the "Save" button, and you are done! Now anytime a customer views this page, there is a link included to download the PDF document.

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