Enable the Resale Proof portal on your customer account page
Resale Proof installs a Customer Account UI extension when the app is installed. But Shopify requires merchants to opt in to app blocks on customer-account pages — there’s no way for an app to place itself automatically. Until you do this, your wholesale customers see no Tax Exemption section in their account, and the entire app appears invisible.
This is the single most common reason a fresh install looks broken. It takes about 30 seconds.
Heads up. Resale Proof’s admin Home shows this step as item 2 in the activation guide with a one-click deep-link to the right page in your admin. If you’re already in the app, click that button — same destination, fewer clicks.
What you’ll do
You’ll open Shopify’s Checkout & Customer Accounts editor, switch from the Checkout view to the Profile view, and add the Resale Proof Portal block to your customer profile. Then save. Once.
Step-by-step
1. Open the editor
In your Shopify admin, go to:
Settings → Checkout → Configurations → Customize
Or open the Customer Accounts settings directly with this URL pattern (replace your-shop-handle), then click the Customize button on your live configuration:
https://admin.shopify.com/store/your-shop-handle/settings/customer_accountsThe unified Checkout & Customer Accounts editor opens. By default it shows the Checkout view — you’ll see a preview of the checkout page in the canvas.
Why “Checkout” first? Shopify combined checkout and customer-account customization into one editor in 2024-2025. Customer-account pages live behind a page selector inside the same surface.
2. Switch the page selector from Checkout to Profile
At the top-center of the editor, you’ll see the configuration name (e.g. <your-shop> configuration | Live) followed by a pill showing 🛒 Checkout. That pill is the page selector.
Click the pill → a list of pages opens, organized into sections (Checkout / Customer accounts / Order status). Pick Profile under Customer accounts.
The canvas swaps from the checkout preview to the customer profile preview — you should see Profile / Orders / Addresses sections with sample customer data.
3. Open the Sections panel
Look at the left edge of the editor — there’s a vertical strip of icons. From top to bottom they’re:
- ⬅ Back arrow — exits the editor (don’t click)
- ☰ Sections — page layout — this is what you want
- ⚙ Settings — global theme settings (gear icon)
- ⊞ Apps — installed app extensions (4-square grid)
Click the Sections icon (the stacked-lines / list icon, just above the gear). The left panel switches to show the sections that exist on the Profile page: Announcement bar, Header, Main, Footer.
4. Add the Resale Proof Portal block to the Main section
Inside the Main section there’s a list (Customer contact, Addresses, Address list, etc.) ending with an + Add block button.
Click + Add block → a block picker opens listing every available block grouped by category. Find Resale Proof Portal under the Apps subsection → click it.
The block inserts into Main and the canvas updates to show a “Tax Exemption” heading in the preview. That’s the Resale Proof block. Drag to reorder within Main if needed.
5. Save
Click Save in the top-right corner of the editor. That’s it. The block is now live on your customer profile page.
Don’t see Resale Proof Portal in the block picker?
The most common cause is that the app install didn’t complete cleanly. Try uninstalling and reinstalling Resale Proof — the extension registers itself on install. If it still doesn’t appear, contact support@resaleproof.com.
How to confirm it’s working
Open your storefront in a private/incognito window and log into a customer account that doesn’t already have a certificate on file. Navigate to the customer profile page. You should see a Tax Exemption section with an Add certificate button.
If you don’t see it after saving:
- Hard-refresh the customer account page (cmd-shift-R on Mac, ctrl-shift-R on Windows). Customer-account pages are aggressively cached.
- Check the right page. The block is configured for the Profile page only. Customers see it there, not on the Order or Address pages.
- Verify the customer is logged in. Logged-out shoppers see no customer-account UI at all.
Why Shopify makes this manual
Shopify’s customer-account surface is opt-in by design. Apps can’t inject blocks without merchant consent — that’s a deliberate guardrail to keep customer-facing pages clean. The Resale Proof team flagged this in our activation flow specifically because it’s the difference between “everything works” and “nothing works” with no error messages in between.
What happens after the block is enabled
Every logged-in customer sees the Tax Exemption section. They can:
- See the status of any certificates already on file (active, expiring, pending review, expired)
- Upload a new resale certificate PDF (state, permit number, signature, optional issued/expires dates)
- Receive a verification code email and confirm their email ownership
- Renew an expiring certificate with a one-click flow when reminder emails go out
On your side, every submission lands in Apps → Resale Proof → Certificates as a pending cert for your review.