B2B Handsfree

B2B Handsfree

by A9 Design

Automate the onboarding of your B2B customers

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Special B2B registration form

Enhanced registration form for VAT ID validation and capturing full B2B contact data.

Automatic tax-exemption

Automatically set B2B customers from EU countries other than your own to tax-exempt.

Print VAT ID on invoices

Use your B2B customer’s VAT ID on Order Printer invoices and elsewhere.


About B2B Handsfree

Handling B2B customers is different than managing regular consumers in multiple ways. You usually want to qualify business customers before showing them special B2B pricing, and if you’re in the EU you’ll want to get their VAT ID so they can buy from your store without paying VAT.

Custom registration form for B2B customers

With B2B Handsfree, your B2B customers register for an account on your store using a custom registration form. B2B customers in the EU can enter and validate their VAT ID, which is critical info for you as the merchant, so you can verify the customer is actually a business.

But that’s not all. Unlike the regular registration form, where a customer first registers an account with her name, email and password and can only add an address after registering, our custom registration form lets B2B customers add all their relevant business info right away when registering their account, including their full address, company name and phone number. Unlike Shopify's default signup process, this familiar workflow is how experienced B2B customers expect a B2B store to work.

Automatic account invite after registration & VAT exemption

After completing the registration form, B2B customers get an email with a link through which they can set a password for their newly created customer account. The app also sets foreign B2B customers to tax-exempt and automatically adds their VAT ID to every order as an order attribute. You can then include the VAT ID in Order Printer invoice templates and elsewhere, which is legally required in order to be able to sell to EU B2B customers without charging them VAT.

Configure the app's settings to match your requirements

All these features can be enabled or disabled depending on your specific requirements. Want to verify new B2B customers by hand? No problem. Just disable the automatic account invite and send it out manually after you’ve verified the customer. Don’t want to set EU B2B customers to tax-exempt? Simply uncheck the appropriate checkbox in the app’s settings.

Last but not least, the app (optionally) sends you an email every time a new B2B customer submits the registration form. That way you can immediately double-check who is registering a business account.

Features overview

  • Custom registration form for B2B customers with VAT ID validation and fields for address, company and phone number.
  • B2B customers automatically receive an email to set a password for and activate their account.
  • Automatically set foreign B2B customers to tax exempt.
  • Include your B2B customers’ VAT ID on Order Printer invoices.
  • Get notified whenever a B2B customer registers a new account.
  • Coming soon: Automatically assign a tag to new B2B customers (useful for wholesale apps that change pricing based on tags).

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Support

Pricing 7-day free trial

Basic

$9/month

  • Available to merchants using the Basic Shopify ($29/mo) plan.

Standard

$19/month

  • Available to merchants using the Shopify ($79/mo) plan.

Advanced

$49/month

  • Available to merchants using the Advanced Shopify ($299/mo) plan.

Plus

$99/month

  • Available to merchants using Shopify Plus.

* All charges are billed in USD. Recurring charges, including monthly or usage-based charges, are billed every 30 days.

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