Give buyers their credit and payment status, right in their Shopify account

Published August 11, 2026

When merchants ask for a B2B customer portal, what their buyers actually need is rarely another login or another dashboard. It’s answers to three questions: what do we owe, when is it due, and how much more can we order?

Shopify’s customer accounts already handle the rest — orders, profile, addresses, each buyer seeing only their own. What’s missing is the money view. Quay adds it as a Finance and payments page inside the account your buyers already log into — no separate portal, no separate password. What shipped →

What buyers see

The page shows where the company stands at a glance, and reads as your store rather than as an app:

• Payment summary — the next due date, the amount due by that date, and the total outstanding balance. If something is past due, the date carries an Overdue mark.
• Credit summary — the company’s credit limit, how much is available, and how much is used. Amounts, not percentages — the numbers a buyer plans an order with.
• An alert when checkout is restricted — if the company has lost net terms, is over its limit with a blocking policy, or is on hold, the page explains it in plain words, with your accounts contact. Buyers learn before checkout, not at it.

Everything on the page is a company-level total. The page never lists individual invoices or orders.

What buyers deliberately don’t see

The page is designed around one privacy rule: totals, never someone else’s orders. A company often has several people with account access — a director, a bookkeeper, a purchaser. Each of them sees the same company totals, and each sees only their own orders in Shopify’s Orders section. Nobody browses a colleague’s purchase history through Quay.

Two more small things: a company with no credit limit set simply doesn’t get a credit block (no scary “limit: 0”), and a retail customer who opens the page sees a short note that it’s for business accounts.

Set it up — about two minutes, once

1. In Shopify admin, open Settings → Customer accounts → Customize — the customer account editor.
2. Add a new page and pick Finance and payments.
3. When the editor offers to add a menu link, say yes (or add one yourself), then save.

That’s it — the page appears in every buyer’s account menu. The same steps live on your Quay dashboard until you dismiss them. While you’re in the editor, it’s worth adding the Account alert block to the Order index page too: it shows the same restriction notice where buyers look most often.

Should buyers see their credit limit?

Merchants split on this, so it’s a setting, not a decision we make for you.

Showing the figures (the default) means fewer “how much can we still order?” emails — the buyer finds the answer themselves. Hiding them keeps your credit decisions internal: turn off Show credit figures to buyers in Quay’s settings and the page keeps the payment summary while the credit numbers disappear — they never reach the buyer’s browser at all.

Where this fits in the credit workflow

The buyer page is the final piece of a setup that starts on your side:

1. Set credit limits per company and assign policies — the rules that act when a company goes over or overdue.
2. Put the credit card on company pages so your own team sees standing where they work.
3. Add the Finance and payments page so buyers see the same truth — the totals they owe, the credit they have, and the reason if anything is restricted.

One source of numbers, three places to see it: checkout enforcement, your team’s admin, and now your buyer’s account.