Getting started

• Getting started

  This page covers the one‑time setup every OnAccount feature relies on: making sure your store is ready for B2B, installing the app, and choosing a plan. Do this once, then turn on individual features from their own guides.Few readers

• OnAccount — User Guide

  Welcome 👋 This guide explains what OnAccount does, the features available to you, and how to turn each one on. It's written for merchants and their staff — no code or developer setup required. Everything here is done from the Shopify admin and the Shopify POS app.Few readers

• OnAccount Integrations

  OnAccount works fully on its own. This page covers how it connects to its companion app for on‑account ordering at the register.Few readers

Credit limits

• Managing credit limits

  A credit limit caps how much a company can owe on net terms at one time. You set limits here, and every other feature — online checkout, payment collection — reads the same values. Setting limits is usually the first thing you do, because the other features have nothing to enforcFew readers

• Enforce credit limits in your online store

  This protects your credit exposure on the web: when a B2B buyer's order would push their company over its credit limit on net terms, checkout is blocked with a clear message. Pay‑in‑full orders are never affected.Few readers

Collecting payments

• Let buyers pay invoices from their account

  This lets a B2B buyer sign in to their customer account, open the Delegate console, and make a payment toward their company's outstanding invoices on their own — no cashier needed. They enter an amount, OnAccount spreads it across the unpaid orders, and they're handed an invoice Few readers

• Collect company payments at POS

  This lets a cashier take a payment toward a business customer's outstanding balance from the register. You enter an amount; OnAccount spreads it across the company's unpaid orders for you. Payment can be taken three ways: charge a saved card, record a manual payment (cash, chequeFew readers

Delegate — B2B self-service

• Set up Delegate

  This page turns Delegate on and wires up everything it needs. Steps 1 and 2 apply to every Delegate setup. Steps 3 and 4 are only needed for the Purchase rules & approvals module — they're what make approvals bind at the storefront and checkout. If you're only using Staff managemFew readers

• Audit logs & monthly statements

  Every governance and approval action is recorded.Few readers

• Delegate — overview

  Delegate lets your B2B customers manage themselves. A company can invite its own staff, decide which of your locations each person can buy from, set spending limits, and require approval on larger orders — all from inside their customer account, without emailing you. You stay in Few readers

• Staff, roles & the Finance role

  Once a company has an admin and the console is reachable, the admin runs everything below from their own customer account — you don't touch it. Which sections they see follows the company's feature modules.Few readers

• Spend rules & approval flows

  Spend rules and approval flows are how a company admin caps what staff can buy and routes larger carts for sign-off. They're part of the Purchase rules & approvals module — turn it on for the company first (see Set up Delegate), and wire up the storefront enforcement (Steps 3–4) Few readers

• What your buyers experience

  This is what governance looks like from the buyer's side once spend rules and approval flows are in place — for the person placing the order and for the person approving it.Few readers

• Test & troubleshoot Delegate

  1. Set activation to Manual, opt in one test company, and assign yourself (or a test contact) as its company admin. 2. As that admin, open the console, invite a staff member with a location, and create a rule — say Amount per order over $500 → requires approval, assigned to that Few readers