B2B Shopify with customer credit
Wholesale-style Shopify selling with customer accounts, credit, and Net-30 style payment terms, without treating every buyer as a card-at-checkout retail customer.
- Status
- Commercial integration project
- Category
- Systems
- Stack
- Shopify · Customer accounts · B2B / wholesale
- Client
- UK retailer
Business problem
Trade customers needed to order on account. A standard retail checkout did not match how the business actually collected payment.
What needed to happen
The architecture below is the designed system, not a live demo.
What I built
Customer accounts and company-style records hold credit terms. Checkout and order flows respect those terms where Shopify supports them. Payment and account state stay in sync with the shop so wholesale orders are not re-typed into a finance spreadsheet.
How it works
Wholesale customers can order in a way that matches their account terms. Retail checkout is no longer the only path.
- 01 Customer account Trade profile and terms
- 02 Shopify Catalogue and checkout
- 03 Credit terms Net-30 / on account
- 04 Finance Payment and review
Technical detail
- Shopify customer accounts and B2B / company constructs where available
- Custom business logic around credit and Net-30 style terms
- Order and payment webhooks so account state follows the shop
- Admin-visible flags when an order needs finance review
What shipped
- Trade customer accounts
- Credit / Net-30 style terms
- Checkout behaviour that matches how the account pays
- Order records the finance team can work from
Technology
- Shopify
- Customer accounts
- B2B / wholesale
- Webhooks
- Payment flows
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