B2B Handsfree FAQ

Where can I find the custom B2B registration form?

On the app's dashboard page, click the View page button in the box titled View registration page.

Where can I can find the VAT ID of a customer on my store?

You'll find the VAT ID of a customer in two places:

The customer's note field:

And on the order page of every ordber of this customer inside your admin:

How can I include the VAT ID of B2B customers on my Order Printer invoices?

In your invoice template in the Order Printer app, insert the code
{{ attributes.vatid }}
wherever you want the VAT ID to appear.

Outside the context of an order you can also access the customer's VAT ID using either of these Liquid code snippets:
{{ customer.metafields.a9design_b2breg.vatid }}
{{ customer.metafields.exemptify.vat_id }}

If the invoice template you are using displays multiple VAT IDs below the order items, then it's possible that the template by default outputs all order attributes, including the two order attributes added to each order by B2B Handsfree. If you want to hide these duplicate VAT IDs in your invoices, you need to make the following modification the the invoice template code:

In the code of the respective template, find a line that looks like this:

{% for attribute in attributes %}

Below that line insert the following code:

{% unless attribute.first == "vatid" or attribute.first == "vat-id" %}

Then look for the first occurrence of the following code a couple of lines further down:

{% endfor %}

Above that line insert the following code:

{% endunless %}

The final code should look something like this (the [...] indicates code that will vary from template to template and should not be changed):

{% for attribute in attributes %}
{% unless attribute.first == "vatid" or attribute.first == "vat-id" %}
{% endunless %}
{% endfor %}

Save the changes to the template. The duplicate VAT IDs should not be displayed anymore while any other order attributes that may be present in the order will still be shown.

How can I show the VAT ID in Order Printer Pro and Orderly Print?

Order Printer Pro and Orderly Print have a dedicated checkbox for enabling the VAT ID on invoices:

How can I include the VAT ID on Billbee invoices?

For compatibility with Billbee, B2B Handsfree also saves the VAT ID in the customer metafield vat_id in the namespace exemptify and the order attribute vat-id. If you use Billbee for creating customer invoices, contact their support regarding how you can integrate the VAT ID on invoices.

How can I change or add a customer's VAT ID?

While you can't edit customers' VAT IDs through B2B Handsfree, you can do it in the Shopify Admin.

The VAT ID is stored as a customer metafield with the namespace "a9design_b2breg" and the key "vatid". So if you install a metafield editor (we recommend Metafields Guru), you can change a customer's VAT ID there. All orders placed after the change will have the new VAT ID added as an order attribute.

The VAT ID is also stored in the note field in the customer data. You can edit or add a VAT ID simply by editing the note field for the customer. The VAT ID here is only for information purposes, it's not used for invoices or the like.

Why are my customers still being charged VAT even though they're set to tax-exempt?

Shopify calculates and charges VAT based on the tax settings you configure under Settings -> Taxes. If you've checked the setting "Show all prices with tax included", Shopify will not deduct VAT from prices, even if a customer is tax-exempt. It will only show the VAT as zero, but the price will stay the same. If you want tax-exempt customers to pay ex-VAT prices, you will need to uncheck this setting and adjust your product (and possibly shipping) prices accordingly.

So the only way you can charge true ex-VAT prices to B2B customers is by changing all prices to not include tax and changing the tax setting in Settings -> Taxes accordingly. However, when prices are set to ex-VAT, they will show as ex-VAT prices on the storefront. If you're also selling to consumers, you would have to display prices including VAT. This would require modifying the theme to calculate and display VAT-inclusive prices bases on the ex-VAT prices you've set in the admin. That way all customers would see VAT-inclusive prices in the storefront, but B2B customers who are set to tax-exempt would not be charged VAT at checkout and would pay the ex-VAT prices set in the admin.

If you sell to B2B and B2C customers through the same store and don't want to make these modifications to your store's theme yourself, you can get help from a Shopify Expert.

How do I add a link to our privacy policy to the registration form?

In your Shopify Admin, head over to Online store -> Themes and then click on the Actions button next to the theme. In the dropdown that appears, click on Edit languages.

On the page for editing your theme's language, select the tab B2b registration. The field Gdpr html contains the text shown on the registration page near the Submit button and you can insert a link into the text using HTML.

Assuming your privacy policy is located at /policies/privacy-policy you would enter a text similar to the following:

By registering an account on our store you accept our <a href="/policies/privacy-policy">privacy policy</a>.

How can I replace the default registration form with B2B Handsfree's registration form?

If you only want customers with a VAT ID to be able to register an account, you can replace the default registration form with B2B Handsfree's registration form. Please note: Customers can then only register an account through B2B Handsfree's registration form and they need to have a valid VAT ID. Registering a customer account during checkout is also not possible in this configuration.

To replace the default registration form at /account/register with B2B Handsfree's registration form, you need to make a small modification to your store's theme using the code editor.

Navigate to Online store -> Themes and then click Actions -> Edit code on the theme you want to modify. In the code editor, find the Templates section and click Add a new template.

In the dialog that appears, select customers/register from the dropdown and then enter backup for the name of the new template.

Then find the file page.b2bapp.liquid in the Templates section. Open it in the editor, select its entire contents and copy the contents to the clipboard. Then open the file customers/register.liquid and replace the entire contents of that file with the code from page.b2bapp.liquid which you just copied to your clipboard. Then save that file. The default registration page located at /account/register on the storefront should now have been replaced with B2B Handsfree's registration form.

If you ever need to go back to using the default registration form, simply replace all the code in customers/register.liquid with the contents of customers/register.backup.liquid.

I'm receiving an error message when I try to validate a VAT ID

B2B Handsfree uses the official VIES service to validate VAT IDs entered into the app's registration form. The VIES service or the member state services it connects to in real time can sometimes become temporarily unavailable, making it impossible for B2B Handsfree to validate all or certain VAT IDs. Unfortunately, there's nothing we can do to work around these situations, as VIES is the only service available to validate VAT IDs and there are no fallback services or backup servers. Problems with the service usually resolve themselves within a short while, so your best bet is to simply retry the validation within a minute or two.

How do I uninstall the app?

You can uninstall the app like any other Shopify app by going to Apps in your Shop's admin and clicking the icon to delete the app. After the app is removed from your store, you may want to delete the custom registration form the app created when you installed it. To do this, please follow these steps:

  1. Go to Online Store -> Pages in your store's admin.
  2. Click the checkbox next to the page named Register (B2B). If you changed the name if this page, select the appropriate page.
  3. From the Actions dropdown menu select Delete pages and confirm the deletion of the page.
  4. Go to Online Store -> Themes, click the Actions dropdown menu next to the active theme and then click Edit code.
  5. In the code editor, find a file named page.b2bapp.liquid in the templates folder.
  6. Click the file to open it in the editor and then click the Delete button in the top right corner of the editor and confirm the deletion of the file.
B2B Handsfree
B2B & Wholesale custom registration and EU VAT ID validation