We are looking at the store credit option that was released this year. Now I come to find out they can only be used on new customer accounts and also only for DTC customers and only online. For us, that’s not optimal, as we were looking forward to using catalogs, quantity rules, etc. together with the store credit for our B2B customers. Now we realised that store credit cannot be used for DTC customers online.
Now, do you have a good workaround for store credit for B2B customers that can be applied in draft orders and online by the customer? Because store credit was one of the main reasons for us to move to the new customer profiles?
When Shopify releases the Store Credit as General Availability in December, we will be able to access this feature widely. We tested on development stores and found that the store credit cannot be issued to B2B customers as well, probably because it is a draft order. If this customer no longer belongs to a company then it would be fine. We raised this matter to Shopify and they understand. This is planned to be updated, but there is no timeline.
“Store credit” actually means two different things in commerce, and it’s worth checking which one you’re really after before picking a workaround.
For DTC, store credit is usually a balance accrued from refunds, goodwill gestures, or loyalty, money the customer can spend on future orders. That’s what Shopify’s new store credit feature is built for, and as you’ve found, it’s currently DTC-only.
For B2B, “store credit” often means something quite different: a credit limit or credit line that the merchant extends to the buyer, allowing them to place orders on post-paid terms up to a set ceiling, $5,000 for one tier, $10,000 for another, and so on.
Shopify’s native B2B payment terms don’t address that second case. They let you set Net 30/60/90, but they don’t track how much credit a customer has already drawn down. In practice, most B2B relationships run on exactly that, a credit limit per customer that should block new orders once it’s been hit.
If what you actually need is the B2B credit limit version, we recently launched a public app to fill that gap: BizCred: B2B Credit Management.
If you genuinely need refund-style store credit balances usable on B2B draft orders and online checkout, that’s still an open gap in Shopify itself.