Manual payment in B2B checkout

Shopify Plus
1

We are currently configuring a B2B store (Shopify Plus) for a client and we are having problems with payment on checkout.

Our client wants to push all orders to their ERP system, where all payment is handled through invoices.

We have therefore tried to configure a “Manual payment method” called Invoice on our store, but it does not show up during checkout.

Shopify help files have a note saying “Manual payments aren’t supported in B2B checkout” (https://help.shopify.com/en/manual/payments/manual-payments) so I’m kind of guessing thats the problem :slightly_smiling_face:

What would be the approach for handling external invoice payment in B2B checkout?

2 Likes
2

Hey @SorenSkyum ! You’re correct that manual payment methods are not supported for B2B today, however this is on our roadmap. We expect this to launch by Summer 2024. In the meantime, what we have recommended is that merchants use payment Functions to customize payment options at checkout for B2B customers.

3

Hey,

I had a quick look at that, but as far as I can see, the operations available are only hide, rename and move.
If I remove all payment methods in a function, will checkout be able to place orders?

4

Hi @SorenSkyum ! If you try to hide all the payment methods (including “choose a payment method later”) checkout won’t work. But if you’re using payment terms you could choose to hide the credit card option and only show the “choose a payment method later” (and rename that to something else if you wish).

5

People should be aware that transactions made through payment terms will contribute to variable platform fee.

6

Can you already share the details on how this is going to work ? Will it be possible to place a draft order for a customer, set the manual payment option and send the invoice with payment details like bank details ?

Thanks