B2B Store Credit for Draft Orders and Online Checkout
The Opportunity
A store credit app designed for B2B workflows, allowing credits to be issued, tracked, and redeemed through draft orders and online customer accounts. It would bridge the gap between Shopify’s current store credit constraints and real B2B ordering needs.
"Shopify store credit is limited to new customer accounts and primarily DTC online usage, which does not fit merchants who need credit to work in B2B catalogs, draft orders, and customer accounts."
Market Validation
Detailed Analysis
Proposed Solution
Offer a B2B-friendly store credit system that can be applied to draft orders, online checkout, and customer profiles, with admin controls for issuing credits, expiry, partial redemption, and ledger history.
Target Audience
Shopify Plus merchants selling B2B or hybrid B2B/DTC, especially those using catalogs, quantity rules, and draft orders.
Competitive Landscape
Rise.ai, Store Credit apps, Loyalty and gift card platforms with credit-like features
Implementation Notes
Implement a credit ledger tied to customer accounts and draft orders, with APIs or app blocks for applying balance at checkout or on invoice-like workflows. The app must respect Shopify B2B account structures, support admin-issued credits and refunds-to-credit flows, and clearly separate DTC versus B2B eligibility rules where needed.
Evidence from Merchants
Real quotes from Shopify community forums
"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."
"We raised this matter to Shopify and they understand. This is planned to be updated, but there is no timeline."
Key Pain Points
Inability to use store credit for B2B customers in draft orders
criticalMentioned by 1 merchants
Impact: Store credit was a main reason for moving to new customer profiles, now it's not usable.
Market Metrics
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