B2B blocks
Two blocks help business customers order and pay from their account: Balance and payment terms shows what their company owes and what’s overdue, and Documents and account manager gives them your price lists, catalogs and certificates and who to contact. Only B2B customers see them.
Requires: any Shopify plan except Starter, Shopify’s new customer accounts, and B2B companies in Shopify. Account blocks come with the Deals & Rules and Buddy plans, or count as the Free plan’s one customization. See set up account blocks.
| Block | Can go on |
|---|---|
| Balance and payment terms | Company profile, Orders |
| Documents and account manager | Company profile, Orders |
Company profile is under the company details B2B customers see on their Profile page. Blocks there need nothing added in Shopify’s checkout and accounts editor: Shopify shows them under the company details on its own. On the Orders page, they show in the Customer accounts app block, which you add to that page once in Shopify’s editor. To add either one, click Create customization on the Customer accounts tab, choose its card, then its template or Start blank.
Balance and payment terms
Section titled “Balance and payment terms”| Setting | What it does |
|---|---|
| Heading | New blocks start with “Account balance”. “Outstanding balance” if empty. |
| Text | Optional message. |
| Show Pay now buttons | A Pay now button beside each order with money owed. |
| When something is overdue | Optional text shown in a warning when an order is overdue. |
Credit limit
Section titled “Credit limit”To show a credit limit, set the Credit limit metafield on each company location in Shopify under Customers → Companies. Checkout Buddy adds that metafield to company locations when you save the block. Locations without a value don’t show a credit limit.
What customers see
Section titled “What customers see”The block is for the company location the customer is buying for:
- Outstanding balance: what the location owes across its orders, with a badge such as “2 overdue”.
- Credit limit and Available credit (the limit minus what’s owed, never below 0), when the location has a credit limit.
- Your overdue warning, when an order is overdue.
- “Next payment due” and a date, then up to 5 orders with money owed: each with its amount, its due date or an Overdue badge, and Pay now. Order names link to their order page.
- With nothing owed: “You’re all paid up.”
The balance covers the location’s 50 most recent orders from the last 60 days: Shopify doesn’t let apps read older orders yet, so it can miss invoices overdue for longer.
Screenshot needed
A Balance and payment terms block on the company profile: outstanding balance with 1 overdue, credit limit, available credit, an overdue warning and two orders with Pay now
B2B customer whose location has a Credit limit value and one overdue order on payment terms.
Documents and account manager
Section titled “Documents and account manager”| Setting | What it does |
|---|---|
| Heading | “Documents” if empty. |
| Text | Optional message. |
| Add document | Each document has a Name, a Link and an optional Description. Upload files in Shopify under Content → Files and copy their link. |
| Account manager | Optional Name, Title, Email and Phone. |
Documents open in a new tab. The account manager shows under “Your account manager”, with their email and phone number as links. The block needs at least one document, or an account manager name, email or phone number.
Different documents per company
Section titled “Different documents per company”Documents are links in the block, so every B2B customer who sees the block sees the same ones. For different documents per company, create one block per company and add the Company condition under Who sees it, with the company’s name or ID.
Things to know
Section titled “Things to know”- Only B2B customers see these blocks. Customers who aren’t contacts of a company don’t see them, even without conditions.
- The balance needs a company location. Customers see it when they’re logged in buying for one of their company’s locations.
- Pay now uses Shopify’s payment page for the order. It only shows on orders Shopify has a payment link for.
- Use Company conditions for anything company-specific. Other blocks can be limited to B2B customers too, with Is a B2B customer or Company. See who sees it.