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Configuring B2B Payment and Checkout Options

Streamlining B2B operations is essential for success. Payment and checkout settings are often overlooked but can significantly impact the B2B customer experience. While standard approaches may suffice for B2C, B2B transactions typically have unique needs based on individual companies and their locations.

This article explores payment and checkout configuration in SHOPLINE and guides you on tailoring payment options to enhance the B2B customer experience, ensuring a seamless buying process.

Note: The B2B payment and checkout configuration features are available only to stores on the SHOPLINE Enterprise plan.

 

 

Configuring for All Company Locations 

 

Payment Methods

Your store may have multiple payment methods, but not all B2B customers can use them. You can configure a specific payment method for all locations within a company at once.

  1. In your SHOPLINE admin panel, go to Customers > Companies. Select the company you want to configure.
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  2. Locate the Payment method module and click Edit.
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  3. In the pop-up window, select one of these options:
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    • All payment methods: Customers can use all available payment methods.
    • Designated payment methods: Customers can use only the specified payment methods. Newly added methods must be re-specified, otherwise customers cannot use them.
    • Exclude payment methods: Customers cannot use the specified payment methods. Any new methods added in the future will not be affected.
  1. Click Save. 

 

Credit Limits and Payment Terms

If you trust a B2B customer and want to offer deferred payments, you can set a credit limit and payment term.

  1. In your SHOPLINE admin panel, go to Customers > Companies. Select the company you want to configure.
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  2. Find the Credit limit module and click Manage.
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  3. In the pop-up window, check the Credit limit box, enter the desired amount, and select the preferred payment method. Please note that the credit limit is shared across all locations. Then, click Save.
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  4. To set a payment term, click Edit in the Payment terms module.
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  5. In the pop-up window, select your preferred payment term and payment method, then click Save.
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Checkout Settings

You can decide whether customers can customize their shipping address at checkout.

  1. In your SHOPLINE admin panel, go to Customers > Companies. Select the company you want to configure.
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  2. Locate the Checkout settings module and click Edit.
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  3. Select either Only allow location’s address or Allow customers to ship to any address.
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Note: Addresses entered at checkout won't be saved to the company location.

 

 

Configuring for Individual Locations 

In addition to company-level settings, you can configure payment and checkout settings for individual locations.

  1. In your SHOPLINE admin panel, go to Customers > Companies. Select the company you want to configure.
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  2. In the Location module, select the desired location.
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  3. Within the location settings page, you'll find three relevant modules: 
    • Payment terms: Click Edit to set the payment term for the location if you have allowed deferred payments and set a credit limit for the company. The credit limit is shared, but you can set different terms for different locations.
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    • Payment method: Click Edit to configure the preferred payment method for this location. Refer to the Payment Methods section for detailed information about the available options.
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    • Checkout settings: Click Edit and select either Only allow location’s address or Allow customers to ship to any address as your preferred setting.
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