Frequently asked questions
Does CreditHold work without Shopify Plus?
Yes. The check is a Shopify checkout rule, which works on every plan that sells B2B: Basic, Grow, Advanced and Plus. You need Shopify B2B with companies on payment terms. The buyer's Credit page needs new customer accounts.
Why is a company blocked?
Open the company in CreditHold: the status card names the reason and identifies the order and how late it is. A protected company is blocked when an order on payment terms remains unpaid after its grace period, when a new order would take its outstanding balance over its credit limit, or when you block it yourself.
What about orders paid in instalments?
Each instalment counts from its own due date. When one is overdue, the company is overdue for that instalment, and the whole unpaid order still counts toward its outstanding balance.
What happens to an order already placed?
Nothing. CreditHold never cancels or changes orders. It only stops new orders on payment terms at checkout.
Can an order still get through while a company is blocked?
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.
A buyer has paid. When can they order again?
Once the order is marked paid in Shopify, the company is unblocked within a few minutes. To update straight away, open the company and select Refresh balances.
Will my buyers notice anything before I protect a company?
No. CreditHold only blocks checkout for companies you protect.
Sending a blocked buyer an invoice?
Allow one order first, or they won't be able to pay it at checkout.
What if I uninstall CreditHold?
Uninstalling removes the CreditHold checkout rule, so nothing is blocked any more. We delete your store's data within 30 days.
Still stuck? Email [email protected]. We reply within one business day.