Settings Guide

View your current plan, usage, and manage your subscription.

• Current plan: shows your active subscription tier and billing status
• Usage this month: applications submitted and forms created against your plan limits
• Manage in Shopify: link to manage billing, view invoices, or cancel your subscription in the Shopify admin

On the Free plan you will see an Upgrade button. On paid plans you can Change plan to switch tiers.

Configure the email addresses used for your B2B application workflow. There are two separate email settings:

• Notification email: the address that receives alerts when new applications are submitted. Leave blank to disable merchant notifications. Use a shared inbox (e.g., wholesale@yourstore.com) so the right person on your team sees new applications immediately.
• Contact email: the address shown in all customer-facing emails (approval, rejection, info request). Without it, contact references in emails will be blank.

Each email is saved independently.

Set an expected review timeframe (e.g., "1-2 business days") that is shown to applicants on the confirmation page after they submit their application. This helps set expectations about how long your review process takes.

Tip: For more control over what applicants see after submitting, configure the "What happens next" steps directly on each form in the form editor's Confirmation page section.

B2B Onboard includes five email templates sent at different stages of the review process:

1. Application Received — Customer: sent to the applicant when their application is submitted
2. Application Received — Merchant: sent to you when a new application is submitted
3. Application Approved: sent to the applicant when their application is approved
4. Application Rejected: sent to the applicant when their application is rejected
5. More Information Requested: sent to the applicant when you request additional details

Each template can be customized with a custom subject line and body, and can be individually enabled or disabled. A preview shows how the email looks before you save changes.

White-label emails (Growth plan and above): remove B2B Onboard branding from all outgoing emails so they appear to come directly from your store. White-label removes the "Powered by B2B Onboard" footer from all outgoing emails, so they appear to come entirely from your store.

Configure tags that are automatically applied to Shopify customer accounts. Two tag sets are available:

• Default tags: applied when an application is submitted (comma-separated, e.g., wholesale,b2b-pending)
• Approved tags: applied when an application is approved, replacing the default tags (e.g., wholesale,b2b-approved)

Tags are useful for automatic discount rules, customer segments, and Shopify Flow automations.

Automatically create Shopify B2B Companies when applications are approved. Requires Shopify Plus with B2B enabled.

• Company matching: control how new applications are matched to existing Companies
• Default catalog: select a B2B catalog to assign to new Companies automatically
• Auto tax exempt: mark approved customers as tax-exempt in Shopify when their VAT number is verified

This section only appears on Shopify Plus stores. If your store is not on Plus, you will not see it.

Upload your company logo to display at the top of registration forms (Growth plan and above). Accepts .jpg, .png, .svg — recommended size: 200x60px.

The logo appears on all registration forms automatically once saved.

Color and styling configuration is done per-form in the Form Builder's Style tab — see the Form Builder Guide.

Download your data as CSV files for reporting, backup, or integration with other tools. Available on Starter plan and above.

The export includes:

• Forms and their configurations
• Applications with all submitted field values and status
• Timeline events (status changes, notes)
• Settings (tags, notification emails, branding)

Exports are generated asynchronously in the background. Once ready, you will receive a download link. Export files are available for download for 7 days after generation.

Connect B2B Onboard to your existing workflows using Shopify Flow.

• Triggers (all plans): Registration Submitted, Approved, Rejected, and Information Requested
• Actions (Growth plan and above): Approve Registration, Reject Registration, Tag B2B Customer

For example, you can auto-tag approved customers as "wholesale" and send a Slack notification to your sales team — all without writing code. See the Shopify Flow Guide for step-by-step setup.

The Integrations card in Settings shows which customer metafields B2B Onboard writes on approval and which invoicing apps are compatible.

Metafields written: custom.company_name, custom.contact_name, custom.vat_number, and custom.tax_id. These use the standard custom namespace so third-party apps can auto-discover them.

Compatible apps: Sufio, Order Printer, Billbee (via Flow workaround), and any app that reads customer metafields.

This section is read-only — metafields are always written on approval. See the Integrations Guide for setup instructions per app.