Shopify B2B Setup and Configuration

How Shopify B2B features work with Send To Many for corporate gifting. Company associations, vaulted payment methods, catalog pricing, and payment terms.

Shopify B2B features integrate with Send To Many to support vaulted payment methods, catalog pricing, payment terms, and deposits for corporate gifting workflows. When you select a B2B customer for a Send, their company location's pricing, terms, and saved payment methods apply automatically to the aggregate invoice.

B2B is now available on all Shopify plans. Setting it up involves creating the company and location in Shopify, assigning customer contacts, configuring payment terms, and enabling admin permissions to charge vaulted cards on draft orders.

→ See the tutorial: Shopify B2B Setup and Configuration for Corporate Gifting