Credit, Net Terms, & Invoicing

setting credit limits & account balances if some of your b2b customers have a credit limit in place, it's possible to display this when they login to your website, giving them visibility on their credit status credit limits work by specifying an amount against a customer record and, when the customer signs in, and places an order using my cart interface docid\ efevur a3ycjxuhvrr7t , they'll be notified if they are about to place an order that exceeds their credit limit in our example below, the customer has exceeded their credit limit and their ability to "pay on account" has been blocked (i e they are only able to "pay online by card") this feature works by enabling a special setting against a customer that can then be manually adjusted according to their agreed terms you can also specify an account balance that will automatically update each time a successful order is placed (this can also be adjusted manually if required) please note by default, if a customer exceeds their credit limit, the "pay on account" payment method will be disabled if you'd prefer to still allow the order to be placed by this payment method, you can enable this setting here setting up metafields on shopify 🤖 automatically add this to your shopify store by going to configure metafields 📖 learn more about how metafields work in shopify metafields & data mapping docid\ bxwngb6b1n7qffhtnu7pk item details custom data type customers metafield type this must be set as an json string namespace this must be set as sparklayer key this must be set as payment on account value this is applied on a specific customer record this must be specified in the following format {"credit limit" 1000,"balance" 250} item details custom data type customers metafield type this must be set as an json string namespace this must be set as sparklayer key this must be set as payment on account value this must be specified in the following format {"credit limit" 1000,"balance" 250} for more information, please refer to the sparklayer technical docs if you're using multiple currencies for your b2b customers (see shopify markets & currencies docid\ vex5xjflt6pvb0azhlkqd ), you can specify their exact currency when viewing the credit limit and account balanace to set this up, simply change the value key against a customer to the below format, changing usd to your required currency item details value this is applied on a specific customer record {"credit limit" 1000,"currency code" "usd","balance" 250} you can also modify the text that is shown to a customer by updating the sparklayer language strings they'll see special messaging both in their my account area and during the checkout if they exceed their credit limit updating language and text you can update the default text by adding code to your frontend integration guide docid\ qwxsym9x5 pviogutekcp languages & international docid\ klrs7wtxn3wncdy8z5zvu about how to update text on sparklayer / add the below code into the sparklayer core script / / please refer to our help guide on how to do this / translations { en { "account main my details payment on account detail" "your account balance is {balance} with a credit limit of {creditlimit} ", "account main my details payment on account detail without limit" "your account balance is {balance} ", "account main my details payment on account net terms" "your payment terms are {type} ", "account main my details payment on account sub text" "payments may take some time to be updated please contact us to discuss payments or credit ", "cart checkout payment method credit unavailable title" "your cart currently exceeds your available credit limit", "cart checkout payment method credit unavailable message" "please choose an alternative payment method to complete your order if you'd like to discuss your payment terms, please contact us ", "cart checkout payment method credit limit hit title" "your cart currently exceeds your available credit limit", "cart checkout payment method credit limit hit message" "you can place an order but it may be delayed and subject to approval if you'd like to discuss your payment terms, please contact us ", } }, / end of code / setting net terms (payment on account) it's possible to set specific "net terms" for a customer (such as net 30, net 60) giving the customer visibility on their payment terms once it's set up, this will display in the customer's my account interface docid\ lqxani7ivdqna09d9soap area under "financials' when the customer then goes through the checkout, they can simply select "pay on account" to trigger their net payment terms first, you'll need to ensure the "payment on account" payment method is enabled within the customer groups area of the sparklayer dashboard for your chosen customer group click the edit icon and you'll see a section called payment methods from here, simply ensure that "payment on account" is ticked when an order then arrives into shopify, it will be created as a draft order with the payment terms set (as above), this will then update the "payment due later" setting and populate the "payment terms" and "issue date" fields you can even automatically convert the draft order into a completed order within shopify and then manually collect payment at a later date (such as offline via your accounting system) to activate this, from the sparklayer dashboard , turn on "auto complete shopify draft orders" and ensure "payment on account orders automatically mark as paid" is turned off if you do want to automatically mark the order as paid, you can achieve this via shopify flow shopify customisations docid\ ddiv5tdancaywtoj0vyb7 setting up metafields on shopify 🤖 automatically add this to your shopify store by going to configure metafields 📖 learn more about how metafields work in shopify metafields & data mapping docid\ bxwngb6b1n7qffhtnu7pk item details custom data type customers metafield type this must be set as an json string namespace this must be set as sparklayer key this must be set as payment on account value this is applied on a specific customer record this must be specified in the following format {"net terms" "30 days"} if you're also the credit feature (see above), this should be populated as follows {"credit limit" 1000,"balance" 250,"net terms" "30 days"} in terms of configuring the net terms, the following values are supported net terms value 7 days 7 days 15 days 15 days 30 days 30 days 45 days 45 days 60 days 60 days 90 days 90 days please refer to the sparklayer technical docs please note if you're using auto complete shopify draft orders on your store setup, this will not work in parallel to customers using "payment on account" with specific net terms (as detailed above) shopify automations you can also automate how your net payments work with our ready made shopify flows you can learn more in shopify customisations docid\ ddiv5tdancaywtoj0vyb7 sending invoices are you looking to create and send invoices for your b2b customers? sparklayer offers a variety of ways to allow invoices to be sent, streamlining your b2b operations method details use case sparklayer invoices customers can view & download invoices directly via sparklayer your invoicing requirements are relatively simple and you don't want to use additional third party apps invoices docid\ nkh8h14ffna5dd71swwnd send invoices via your online store depending on which ecommerce platform you're using, it's also possible to send invoices directly from your store administration area you have relatively basic requirements and you want to use your existing ecommerce platform to manage the process learn more in the guide below metafield and attaching invoices add custom invoice details within your store using special metafields that can be associated with an order (manually or automatically) you have an existing back office system that is already generating invoices for your store and you can access these as files (e g a pdf) learn more in the guide below third party app tools such as sufio allow you to automatically integrate their solution into sparklayer you require invoicing beyond b2b (e g for your regular cusotmers also) and need more design customisation learn more in the guide below sparklayer invoices to learn about sparklayer's own invoicing solution, please see invoices docid\ nkh8h14ffna5dd71swwnd send invoices via your online store depending on which ecommerce platform you're using, it's also possible to send invoices directly from your store administration area whilst the functionality may be basic, it can act as a good way to start testing your b2b invoicing process before using a more comprehensive invoicing solution when an order is placed (as a draft order) when a customer places an order via your website via a payment methods docid\ ibikczvhm085bkejiffyv (such as payment by invoice ), it's possible to have this order come into shopify as a 'draft' order shopify then has the ability to 'send an invoice' that allows you to send a customise message and a link to the shopify checkout to make payment this uses the 'send invoice' feature of shopify draft orders and you can learn more about how this works here once the customer completes their purchase by making payment, the order is then marked as paid and will then display within your shopify orders area you can edit this email template by going to settings > notifications within shopify and search for the draft order invoice template if the customer hasn't made payment for any reason or you are processing it manually, within shopify you can open the order and easily resend or manually mark as paid please note, the order will stay as a draft order until action has been taken please refer to the sparklayer technical docs metafield attaching an invoice to an order when a customer places an order and payment has been completed against it, the order will appear in their my account interface docid\ lqxani7ivdqna09d9soap area when viewing an order, in addition to the order details (such as products ordered, order status, address), it's possible to attach an invoice against an order that the customer can subsequently download to get started, you'll need to add a custom metafield to your shopify store, using the "orders" metafields setting up metafields on shopify to learn more about how to configure metafields on shopify for sparklayer, please refer to shopify metafields & data mapping docid\ bxwngb6b1n7qffhtnu7pk item details custom data type orders metafield type this must be set as an url or file one value or lists of values are supported namespace this must be set as sparklayer key this must be set as invoice url value note it's very important the file name or url is not guessable we recommend having a uuid placed within the url which makes it impossible to guess once you've set up the metafield, simply navigate to an order in shopify and you'll see the field appear to specify the invoice url if you don't already have the invoice file(s) hosted, you can use the built in shopify content system to do this simply upload the file and copy the link to your clipboard this can then be pasted within the filed detailed above once the b2b customer logs in, they'll then be able to download this from their order history on your website as this is using the shopify metafield system, the process of attaching invoices could be actioned in bulk or you could even automate this process from your backend system (e g erp, crm) item details custom data type orders metafield type this must be set as a text string we strongly recommend the file names are secure and you can even use a tool such as this to help namespace this must be set as sparklayer key this must be set as invoice url value n/a for more information, please refer to the sparklayer technical docs using third party apps for invoices if you're looking for a more feature rich invoicing solution, you may also want to consider using a third party app such as sufio invoicing docid\ 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