You and your B2B customers can now enjoy a smoother, more modern way of doing business with our new Pay on Account option for Shopify.

In the past, customers needed to have their card or iDEAL payment ready at checkout for placing their orders. Typically, not everyone in your customer's organization has immediate access to a card or bank account.

For those customers who already have a pay on account solution, tracking open invoices outside of Shopify and managing payment follow-ups are time-consuming tasks.

That's why we're launching Pay on Account as a payment method for Shopify. This update cuts through payment complexity by combining the flexibility of invoicing with the speed of digital transactions. Now, your B2B customers using Shopify can complete purchases quickly and easily, while you can ensure timely payments.

With Pay on Account, they can choose a payment option at checkout without entering detailed information. The result is a streamlined purchasing process that saves time, reduces costs, and offers more financial flexibility.

Here’s how it works

Setting up Pay on Account requires a few specific steps in your Shopify and Firmhouse accounts. First, the B2B feature in Firmhouse must be enabled. If you don’t see the above option, just reach out to us, and we’ll enable the feature in your Firmhouse project.

Configure the payment method in Shopify

First, you need to choose how you’d like to present the option to Pay on Account by creating a manual payment method in Shopify and configuring it in Firmhouse.

You can also give it a name that suits your customers, such as: Pay on Account, Betalen op rekening, or Zahlen auf Rechnung.

Allow your customers to onboard themselves onto Pay on Account

Only customers who have their bank account set up on their Firmhouse Pay on Account profile will see the Pay on Account method at checkout on Shopify. Our platform makes sure that Pay on Account is hidden for customers who haven't onboarded themselves yet.

To easily onboard customers and help them create their Pay on Account profile and add their bank account, you can set up a special Pay on Account Activation Product in your Shopify store. When a customer purchases that product through Shopify checkout, a Pay on Account profile is automatically created for them. The Pay on Account payment method you've configured will then appear for all future orders.

→ Learn more about Pay on Account in our Help Center article.

Our Self Service Center (SSC) now offers an easier way for your customers to switch between subscriptions if they have multiple subscriptions with your business.

The Subscription and Account Space displays your customers' ID number, initials, and consolidates all account-related actions in a single dropdown. This offers a cleaner, more organized way to manage everything in one place.

It is located in the top-right corner of the header. Navigation may vary slightly depending on the customer type and whether they are using a desktop or mobile device.

Desktop users

Customers with single subscriptions

Customers who only have one subscription won’t need to switch between subscriptions, as they only have one accessible in their SSC.

They can now access the Personal Details and Logout links as dropdown options within their Subscription Space.

Customers with multiple subscriptions

Customers with multiple subscriptions under a single email account will now see the Switch Subscription option in the dropdown under their Subscription Space.

This allows them to easily manage and switch between subscriptions directly from the navigation. They will also see the Personal Details and Logout options there.

Customers with one-time purchases

Customers with one-time purchases do not have a subscription; they will see the Account Space options named slightly differently to better fit their experience.

They will see the Switch Account and Logout options in their Account Space. The Switch Account option will only appear if they have multiple accounts under the same email address in your project.

Mobile users

For mobile users, the Manage another subscription option appears in the dropdown, taking them to the subscription and account selection pages.

The Logout button is now a separate action at the bottom of the list.

It’s now easier to manage your Firmhouse Account, payment method, view invoices, and control which team members have access to manage your account.

Account Owners or Billing Members can now access the Account Page for their business from the My Account menu in the top-right.

On the Account Page, you can access:

• Billing Portal: View invoices, check your Firmhouse subscription, and update your payment details.

• Grant or Revoke User Access: Allow additional team members to manage your account. To grant access, select the user and role, then click Grant Access. To revoke access, simply click Remove.