> For the complete documentation index, see [llms.txt](https://help.dollarlabs.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.dollarlabs.io/dollarback-store-credit/analytics-data-and-account/b2b-store-credit.md).

# B2B store credit

{% hint style="info" %}
**Plan:** B2B store credit is a plan-gated feature; check your plan's feature list.
{% endhint %}

{% embed url="<https://dollarlabs.neetorecord.com/watch/5556c4b90df71d34cc86>" %}

\_This article's section starts at 3:13 in the video.\_

When you're done, your B2B buyers' orders will earn store credit for their **company location** instead of the individual buyer, so the credit belongs to the business, whoever places the order.

## Prerequisites

* A plan that includes B2B store credit (see [Plans, usage & overage billing](/dollarback-store-credit/analytics-data-and-account/plans-usage-and-overage-billing.md)).
* Shopify B2B set up: companies with company locations, and buyers ordering on those locations.

## How B2B credit works

With the setting enabled, an order placed by a B2B buyer on a company location earns credit on the **location**, not on the buyer's personal customer record. Any buyer purchasing on that location can then spend the shared balance at checkout, the same way individual customers spend theirs. Everything else about earning (configs, calculation, triggers, holding periods) behaves as described in [How cashback is calculated](/dollarback-store-credit/earning-cashback-programs/how-cashback-is-calculated.md).

## Enable it

1. Open **DollarBack admin → Settings** and find the **Advanced** section.
2. Turn on **Give store credit to B2B buyers on company locations**. The help text reads: "B2B buyers placing orders on a company location will earn store credit."
3. Save.

## Credit locations in bulk

The [bulk import](/dollarback-store-credit/analytics-data-and-account/bulk-import-credit-csv.md) has a dedicated B2B mode for crediting or debiting company locations directly:

1. Open **DollarBack admin → Bulk import**.
2. Turn on **B2B Mode**: "Apply store credit to a company location. CSV must include a CompanyLocationId column."
3. Your CSV needs the standard columns plus `CompanyLocationId` on **every** row: `CustomerId,Email,CompanyLocationId,Amount,Currency`. Rows missing a `CompanyLocationId` fail in B2B mode.
4. Run the import as usual. You'll find each location's ID on the company's location in Shopify admin.

## Where location balances live

B2B credit is Shopify-native store credit held on the company location. Look it up in **Shopify admin → Customers → Companies**, on the location itself, not on any individual buyer's customer profile. The location's transactions also appear in **DollarBack admin → Analytics → Activity** like any other credit movement.

## Verify it works

Place a test B2B order as a buyer on a company location (a draft order on the location works too). After the credit trigger fires, check the location in Shopify admin. The balance should be on the location, and a matching row should appear in the transaction logs. Then start a new checkout on that location and confirm store credit is offered as a payment option.

## Common issues

* A B2B buyer earned personal credit instead of location credit: the Advanced setting was off when the order was placed; enabling it isn't retroactive.
* B2B bulk import rows fail: missing or wrong `CompanyLocationId`; see [My bulk import failed](/dollarback-store-credit/troubleshooting-and-faq/bulk-import-failed.md).
* Credit doesn't show at checkout for a buyer: confirm the checkout is on the company location that holds the balance; see [Store credit isn't available at checkout](/dollarback-store-credit/troubleshooting-and-faq/store-credit-isnt-available-at-checkout.md).

## Related articles

* [Bulk import credit (CSV)](/dollarback-store-credit/analytics-data-and-account/bulk-import-credit-csv.md)
* [Exclude customers from earning](/dollarback-store-credit/earning-cashback-programs/exclude-customers-from-earning.md)
* [Advanced settings](/dollarback-store-credit/settings/advanced-settings.md)
* [Plans, usage & overage billing](/dollarback-store-credit/analytics-data-and-account/plans-usage-and-overage-billing.md)
