Free tools for trade counters
Free tools for anyone who sells to builders, contractors and other trade customers on credit. Work out late-payment interest, open new accounts properly and chase what you're owed.
Use them today, free
Built from how trade counters actually run accounts. Fill them in once, then print, save as PDF or copy into your email.
A customer paid late, or still hasn't. See exactly what UK law lets you add to the bill, with a paragraph ready to paste into your reminder.
The details to collect before you give a new customer credit, with your name and terms on it.
Open the form One-page policyWho gets an account, starting limits, and exactly what happens at 7, 14 and 30 days late.
Open the policy 3 emailsFriendly, firm, then on hold. Fill in the details once and copy each one into your email.
Write the emails GuideWhat Shopify does on its own, what it doesn't, and your options at the till.
Read the guideThe Shopify app behind these tools
Countertab lets your staff put a sale on a trade customer's account at Shopify POS, stops the ones who are over their limit, and shows who owes what. It works on Shopify Basic and up, no Plus needed.
Add the trade customer and the items, then tap Charge to account. The sale becomes a real Shopify order on the account, at their trade prices and terms. No paper slip to type up later.
Open the customer in POS and the account is right there: the company, what they owe, their terms, and whether they're in good standing, over their limit or on hold.
One view of every account by how late it is. Set a credit limit or put an account on hold, and the same rule applies at your counter and at online checkout. Print statements with how to pay, and record payments as they come in.
| Hartley TimberGood standing | £4,120.00 |
| Kerr & Sons Building12 days late | £2,865.40 |
| Northgate RoofingOn hold | £1,940.75 |
Illustration with example accounts
The free plan covers the money-owed dashboard and statements for every account, plus credit limits on 3 accounts and 5 account sales at the till each month. Paid plans start at $19 a month, with a 14-day free trial.
No. It works on Basic, Grow, Advanced and Plus (the plans with Shopify B2B), using Shopify's own B2B companies, catalogs and payment terms.
Every account sale is a normal Shopify order, so your records stay in Shopify. Balances, payments and the accounting export download as CSV at any time.
Customer names, orders and balances, never card details. If you uninstall, Shopify has us delete your shop's data 48 hours later. More in Help.