how to bill when Selling b2b

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New Member
1 0 0

Hi, in my store we sell both to individual customers and other companies,

 

I need to set an option so if they want to bill to a company with their VAT number, they can insert it and the company name. is this possible?

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Shopify Partner
2163 104 308

You can either collect that information:

  1. when they create a custom account
  2. on the /cart page with a theme customization
  3. or setup a custom payment method for /checkout in the admin and customize the order status page(aka thank you page)

 

For the custom payment method see near bottom of page

Admin > Settings > Payments (shortcut G S P ) ~ Manual Payments ~ Activate Custom payment > Create c...

You will then probably also need to edit your email templates in  Settings > Notifications (shortcut GSP)

Set it up and do a test order

 

#1 is the go to method, however for your regions culture found out if it's standard for business accounts to be setup first and verified before giving away product based on an easily made ~13 character code.

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Hi @nahueramone 

 

We have solved this for big companies and small and can even include Validation for their VAT number for you and set the correct tax settings on their account. Here it is live and working on one of clients websites https://www.gb.ejslush.com/account/register

 

We would be happy to replicate this for you

 

Cheers

Mike

 

 

Twiiter: http://twitter.com/inspiradigital Website Development: https://www.inspiradigitial.co.uk B2B https://www.inspiradigital.co.uk/our-services/b2b-ecommerce-on-shopify
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New Member
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any luck with this?   I am needing something similar only for a PO #.  A VAT number sounds permanent where a PO would vary from order to order.

TIA

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@TaylorVisuals You can request a PO number very easily in the cart https://help.shopify.com/en/themes/customization/cart/get-more-information-with-cart-attributes

 

If your requirements aren't covered by this our you would like help in settings things up please don't hesitate to reach out either here or on our website 

 

Many thanks 

Mike

Twiiter: http://twitter.com/inspiradigital Website Development: https://www.inspiradigitial.co.uk B2B https://www.inspiradigital.co.uk/our-services/b2b-ecommerce-on-shopify
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