What buyers see
Buyers never leave Shopify. Their credit lives in the customer account they already use for orders – no separate portal, no second password.
In the customer account
Section titled “In the customer account”A Credit section (a customer account extension) shows:
- Credit limit, current balance, available credit – exact figures
- Payment terms (e.g. Net 30) and any hold status, stated plainly
- Open invoices with due dates, and paid history
- Their documents, with expiry dates and a renewal upload when one is due
| #1067 | Due 23 Aug 2026 | £2,340.00 | Open |
| #1058 | Due 9 Aug 2026 | £5,710.00 | Open |
At checkout
Section titled “At checkout”Checkout is normal until a rule intervenes. The two messages (both editable per store, shown here as defaults):
Over limit:
This order exceeds your available credit (£1,450.00 remaining). Reduce the order total or contact us to arrange payment.
On hold:
Ordering is paused on your account. Contact us to arrange payment and we’ll lift the hold straight away.
Messages always show the buyer a number or a next step – never a bare “no”. On standard OS 2.0 themes the same message also appears on the cart page before checkout begins.
Emails buyers receive
Section titled “Emails buyers receive”Application received · approved (with their terms and limit) · rejected · request for information · document expiring (30 and 7 days) · invoice reminder · overdue notice · hold applied · hold lifted. Every template is editable; every email states exact amounts and dates. Full list with default copy: Emails & notifications.