First time here?
Make your first credit sale.
Designed for eligible Shopify B2B stores on Basic, Grow, Advanced and Plus. Complete the four setup steps, then test one order and its invoice.
Start setup ↗Check Shopify plan compatibility ↗Start & configure
Prepare your store and decide who can order on credit.
Getting started
Complete the four setup steps and verify your first credit sale.
Follow this guide ↗Companies & credit controls
Set a company limit, divide it between branches and read available credit.
Follow this guide ↗Checkout validation
Enable enforcement and test allowed and blocked B2B purchases.
Follow this guide ↗Invoice & collect
Approve orders, follow balances and receive payment.
Orders & invoices
Approve an order, inspect its PDF and record verified receipts.
Follow this guide ↗Receivables & reporting
Read aging, inspect unpaid balances and export the correct records.
Follow this guide ↗Payment reminders
Choose a cadence, preview messages and investigate delivery restrictions.
Follow this guide ↗Buyer invoice portal
Verify Orders-page access and follow payment through confirmation.
Follow this guide ↗Manage & resolve
Check your plan and work through a problem.
Technical & reviewer guides
Platform boundaries and a development-store review.