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 (Pro) 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 }}

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 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.

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 need help making these modifications to your store's theme, get in touch.

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?

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.

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