Who else here thinks the current functionality of Store Credit for B2B customers is dumb? Most B2B Companies don’t even touch our website, so preventing the ADMIN from being able to apply the store credit on the behalf of the B2B customer is an absolute joke.
Yeah this one is a genuinely weird gap. B2B buyers placing orders by phone or email is the norm, and the admin not being able to apply store credit on a draft order for them defeats the whole point of having store credit in the first place. The workaround most people are using is issuing a discount code for the credit amount and manually tracking it in a spreadsheet or metafield, which is painful but works.
Worth dropping feedback directly through the Shopify admin and posting on community.shopify.dev where the product team actually reads requests, more chance of it landing on a roadmap than venting in this forum.
Best,
Moeed
That’s really frustrating! You could possibly work around this using Shopify Flow.
When order is placed → Check for Discounts on order → If discount is labeled as store credit, reduce store credit balance.
Or alternatively, you create a “use store credit” checkbox metafield, and if that gets ticked, use Shopify Flow to apply store credit to the order before payment is captured.
I’m doing a lot of work in the store credit space, so would be happy to help explore whether this is viable. Store credit has massive opportunities for merchants, but it’s still got some areas where it needs to mature.
I’m not sure how they missed out on this. But it might have something to do with Store credit wallet being counted as a payment method.
We work pretty deeply in the store credit space, and had one of our suggestions be accepted by Shopify as a feature request.
It might be worth raising this with support to get this added to their feature request list. Considering they already support B2B customer accounts, it would be the logical next step.
Best,
@jjsmartonx I’m working on a solution within our store credit app to address this problem.
Can you walk me through your current typical flow when taking orders from your customers.
- Do you yourself enter their cc details?
- Or do you send them the invoice to complete payment and they don’t see the “apply store credit” option (this happens intermittently based on cookie issues with customer accounts).
- Do you typically have the customer on the phone while creating the draft order?
There are a few different routes we’re looking at in terms of solving this problem, but you answers can help guide our direction on this feature.
The solution from @Moeed (applying discount on the draft, and editing store credit balance to match) is solid and we can automate this, but has some drawbacks when it comes to reporting accuracy.
Omar
disclaimer: I’m a co-founder at Win-Win Apps (creators of Bulk Store Credit by Win-Win)
Completely agree. B2B workflows are completely different from B2C. Most B2B orders happen over email or phone, not the customer logging into a website and clicking checkout.
The admin should absolutely be able to apply store credit on behalf of the customer. Same with viewing customer credit balances, adding credit manually, and adjusting orders without making the customer go through a frontend flow.
(post deleted by author)
You’re right to separate “payment terms” from “credit limit”.
Shopify can now handle the Net 30 / Net 60 side pretty cleanly for B2B company accounts, but that doesn’t automatically mean it knows whether the buyer has already used too much of their available credit. That part usually needs one of three things:
- a manual finance check before fulfillment,
- a sync from ERP/accounting into Shopify,
- or an app/custom checkout rule that blocks the order when the new cart would exceed the available credit.
I’d avoid relying only on tags or draft orders if the volume is growing, because the edge case is always the same: a buyer looks approved for terms, places a new order, and only afterwards someone realizes they were already close to the limit.
Full disclosure: I’m building TermShield for this exact Shopify B2B use case — per-company/customer credit limits with checkout blocking. But even if you don’t use an app, the important thing is to store the limit + outstanding balance somewhere Shopify can check before the order is accepted.