Ways to control B2B credit on Shopify
Shopify B2B gives you payment terms. Keeping each company within its credit limit and blocking new orders when an invoice is overdue takes a manual process or an app. Here are four ways to do it.
| Criterion | Manual spreadsheet | Shopify payment terms alone | Manual order review | CreditHold |
|---|---|---|---|---|
| Tracks what each company owes | Only what you type in and keep up to date | Each order shows its due date. | No. You check each company yourself | Yes. Calculates the outstanding amount from Shopify orders and updates it as payments are made. |
| Blocks orders over a credit limit | No. You check before you ship | No. Shopify payment terms do not block checkout when a company reaches a credit limit. | Only if you review each order and decide what to do | Yes, at checkout |
| Blocks new orders while an invoice is overdue | No. You notice, then act | No. Payment reminders do not block the next order. | Only while you manually prevent orders. You must remember to start and stop the restriction. | Yes, after the grace period you set |
| Tells the buyer what to pay | You email or call | Shopify's payment reminder emails | You email or call | Yes. A checkout message shows the overdue order, amount, due date and where to pay. |
| Ongoing work | Update it by hand and check it each time | No manual work, but no credit limit or overdue-order blocking. | Review and release each company's orders manually. | Automatic. You can allow one order or unblock a company until a date. |
| Cost | Your time | Part of Shopify B2B | Your time | Free for up to 3 companies, then $19 per month |
When CreditHold is not the right tool
CreditHold blocks orders at Shopify checkout. It may not be the right fit if most of your wholesale orders come through another channel.
- Requires Shopify B2B company accounts with payment terms.
- Orders that don't go through online checkout can: POS orders, orders from other apps, and draft orders your staff complete after the warning. CreditHold tags them credithold:breach and lists them on Home.
Want the detail? Read Credit limits for B2B companies in Shopify and How to stop a B2B company from ordering while an invoice is overdue.
Protect your payment terms from overdue orders
Install CreditHold, set a credit limit for each B2B company and block checkout when an invoice is overdue.