Customer account extras in the online store

What a signed-in shopper gets on your online store account: the invoice of an order as a PDF, saved items kept on their account, and their account balance with a link to their statement.

Shoppers who sign in to your online store get three extras on their account: the invoice of an order as a PDF, saved items that follow them to any phone, and their account balance with you. You set nothing up for the first two; the balance needs the customer portal.

An order on the store account page with the Invoice (PDF) button

Before you begin

• Your online store is open. See Online Store.
• Shoppers can sign in: a WhatsApp, SMS or Email channel is set up in Notification Channels.
• For the balance panel: the customer portal with its Statement card on. See Customer Portal.

Where to find it

These are on your store, not in EloERP. Your customer signs in on the store and opens their account, then Orders, or the Saved page.

The invoice of an order

1. Your customer opens Orders on their account and taps an order.
2. Once you have invoiced the order, an Invoice (PDF) button appears next to Order again.
3. Tapping it downloads your own sale invoice, the same PDF you email from EloERP, with your letterhead, taxes and payment method.

Until the order has a sale invoice, there is no button. See Turn an online order into an invoice.

Saved items

1. Your customer taps the heart on a product to save it for later.
2. Signed in, the item is kept on their account: Saved to your account. You will find them on any phone or computer you sign in on.
3. Not signed in, it stays on that phone or computer only. When they sign in, the items saved there move onto their account.
4. On the Saved page, Move to cart puts an item in the cart.

An account holds up to 200 saved items. An item you take off the store disappears from the list and comes back if you list it again.

Your account balance

A shopper who is also a credit customer of yours sees Your account balance on their account page:

• Amount due on your account, Credit in your favour, or Nothing due. You are all paid up.
• View statement opens their statement in the customer portal, already signed in.

The panel shows only when all of these hold: your company has the customer portal, the Statement card is on, the shopper's phone or email matches a customer record, and that customer may see their statement (their Portal access). The figure is the same one their portal statement shows.

Common questions

A shopper cannot see the Invoice (PDF) button. The order has no sale invoice yet, or they are not signed in. Invoice the order first.

Do saved items need a setting? No. They are kept on the account whenever the shopper is signed in.

The balance panel is missing for a credit customer. Check the four conditions above. Most often the phone they sign in with is not on their customer record.

Can the shopper pay their balance from the store? From the statement, yes, when payments are on. See Let customers pay from their statement.