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.
Add them
Section titled “Add them”- In Shopify, go to Settings → Customer accounts and choose Customize to open the customer accounts editor.
- Add the Invoices and statements, Purchase approvals and Purchase orders pages to the account menu.
- 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.
- 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.