Frequently asked questions
Short answers about how CreditHold works at checkout, what it costs and what it stores.
Getting started
Does CreditHold work without Shopify Plus?
Yes. The check is a Shopify checkout rule, which works on every plan that sells B2B: Basic, Grow, Advanced and Plus. You need Shopify B2B with companies on payment terms. The buyer's Credit page needs new customer accounts.
Will my buyers notice anything before I protect a company?
No. CreditHold only blocks checkout for companies you protect.
Why is a company blocked?
Open the company in CreditHold: the status card names the reason and identifies the order and how late it is. A protected company is blocked when an order on payment terms remains unpaid after its grace period, when a new order would take its outstanding balance over its credit limit, or when you block it yourself.
Which orders count toward the balance?
Open B2B orders on payment terms with an unpaid balance. Payments and cancellations bring the balance down automatically.
What about orders paid in instalments?
Each instalment counts from its own due date. When one is overdue, the company is overdue for that instalment, and the whole unpaid order still counts toward its outstanding balance.
Orders and buyers
What does the buyer see?
A message at checkout with the overdue invoice, the amount, the due date, where to pay and your contact email. It's in your language, editable in Settings.
A buyer has paid. When can they order again?
Once the order is marked paid in Shopify, the company is unblocked within a few minutes. To update straight away, open the company and select Refresh balances.
Can I let one order through for a blocked company?
Yes. Open the company in CreditHold and allow one order, or unblock it until a date.
Sending a blocked buyer an invoice?
Allow one order first, or they won't be able to pay it at checkout.
What happens to an order already placed?
Nothing. CreditHold never cancels or changes orders. It only stops new orders on payment terms at checkout.
Can an order still get through while a company is blocked?
Orders that don't go through online checkout can: POS orders, orders from other apps, and draft orders your staff complete after the warning. CreditHold tags them credithold:breach and lists them on Home.
Plans and data
What does CreditHold cost?
The Free plan covers up to 3 protected companies, with no time limit. Pro is $19 per month for unlimited protected companies and starts with a 14-day free trial. Every feature is on both plans.
What if I uninstall CreditHold?
Uninstalling removes the CreditHold checkout rule, so nothing is blocked any more. We delete your store's data within 30 days.
Does CreditHold store buyers' personal data?
We never store buyers' names, email addresses, phone numbers or postal addresses. Order payment status and payment schedules are read from Shopify to compute balances; only the per-company aggregates and order ids above are kept.
More answers in the help center.
Protect your payment terms from overdue orders
Install CreditHold, set a credit limit for each B2B company and block checkout when an invoice is overdue.