# Companies

View all your B2B companies in one dashboard. Track order values, payment status, and quickly access company orders for printing, downloading, or sending invoices.

## Why This Matters

* See payment status across all B2B customers at a glance
* Identify overdue accounts that need attention
* Process invoices for multiple companies efficiently
* Monitor total sales and order counts per company

## How It Works

The B2B Purchases page syncs with your Shopify B2B companies and displays their order statistics. Each row shows a company's total orders, payment status, and quick actions. Click any company to view their individual orders, or use bulk actions to process multiple companies at once.

## View Statistics

At the top of the page, you'll see summary statistics across all companies:

| Metric              | Description                                  |
| ------------------- | -------------------------------------------- |
| Total Order Value   | Sum of all B2B orders in the selected period |
| Total Orders        | Number of orders placed across all companies |
| Total Paid Orders   | Count of fully paid orders                   |
| Total Unpaid Orders | Count of orders awaiting payment             |

Use the date selector to view statistics for different periods:

* **This Month**: Current month (e.g., December 2025)
* **Last 30 Days**: Rolling 30-day period

## View Companies

Navigate to **B2B Purchases** in the sidebar to see your company list.

### Table Columns

| Column         | Description                                 |
| -------------- | ------------------------------------------- |
| Company        | Company name (click to view orders)         |
| Order Value    | Total value of all orders from this company |
| Payment Status | Badge showing overall payment status        |
| Orders         | Total number of orders placed               |
| Paid Orders    | Count of fully paid orders                  |
| Unpaid Orders  | Count of unpaid or partially paid orders    |
| Actions        | Print, Download, and Send icons             |

### Payment Status Badges

| Status             | What It Means                          |
| ------------------ | -------------------------------------- |
| **Paid**           | All orders are fully paid              |
| **Unpaid**         | Has orders awaiting payment            |
| **Partially Paid** | Some orders have partial payments      |
| **Overdue**        | Has orders past their payment due date |
| **Due Today**      | Has orders with payment due today      |

## Filter by Payment Status

Use the status tabs above the table to filter companies:

* **All**: Show all companies
* **Paid**: Only companies with all orders paid
* **Unpaid**: Companies with unpaid orders
* **Partially Paid**: Companies with partial payments
* **Overdue**: Companies with overdue payments
* **Due Today**: Companies with payments due today

## Search for a Company

Use the search box to find companies by name. The list updates automatically as you type.

## Sort Companies

Click the **Sort** dropdown to change the order:

* Company Name (A-Z)
* Company Name (Z-A)
* Total Sales (Lowest to Highest)
* Total Sales (Highest to Lowest)

## Row Actions

Each company row has three action icons.

{% stepper %}
{% step %}

### Print Orders

Click the printer icon to print all orders for this company.

* Click the printer icon on the company row
* Select your template(s) and language on the print page
* Click **Download** to save the PDF, then print
  {% endstep %}

{% step %}

### Download Orders

Click the download icon to download all orders as a PDF.

* Click the download icon on the company row
* The PDF downloads automatically with all company orders
  {% endstep %}

{% step %}

### Send Orders

Click the send icon to email invoices for all company orders.

* Click the send icon on the company row
* Select an email template in the modal
* Click **Send** to deliver emails to the company contact
  {% endstep %}
  {% endstepper %}

## Bulk Actions

Select multiple companies to process them together.

{% stepper %}
{% step %}

### Select companies

Check the boxes next to each company you want to process. Use **Shift+click** to select a range.
{% endstep %}

{% step %}

### Choose an action

In the bulk action bar that appears, click one of:

* **Print Orders**: Generate PDFs for all selected companies
* **Download**: Download combined PDF of all orders
* **Send Orders**: Email invoices to all selected companies
  {% endstep %}

{% step %}

### Complete the action

For Send Orders, select an email template in the modal that appears. For Print and Download, the documents generate automatically.
{% endstep %}
{% endstepper %}

## View Company Details

Click any company name to open their order detail page. From there you can:

* View all orders for that company
* Filter by payment status, fulfillment, payment terms, and more
* Print, download, or send individual orders
* [Combine multiple orders into one invoice](https://docs.avada.io/pdf/b2b/broken-reference)

See [Company Orders](https://docs.avada.io/pdf/b2b/broken-reference) for details on working with individual company orders.

## Limits & Plan Notes

| Plan      | B2B Purchases |
| --------- | ------------- |
| Free      | Not available |
| Pro       | Not available |
| Ultimate  | Not available |
| Wholesale | Full access   |

B2B Purchases is exclusively available on the Wholesale plan. This feature requires Shopify B2B to be set up with active company accounts.

## Common Questions & Issues

<details>

<summary>I don't see any companies in the list.</summary>

This feature requires two things: a Wholesale plan subscription and Shopify B2B set up in your store. First, check that you're on the Wholesale plan in **Subscription**. Then verify you have B2B companies created in **Shopify Admin > Customers > Companies**. New companies may take a few moments to sync.

</details>

<details>

<summary>The payment status doesn't seem accurate.</summary>

Payment status is calculated based on order payment data from Shopify. If you've received payment outside of Shopify (bank transfer, check, etc.), the status won't automatically update. You can mark orders as paid in Shopify Admin to update the status.

</details>

<details>

<summary>I see a "Grant Access" warning at the top.</summary>

The app needs additional Shopify permissions to access B2B data. Click **Grant Access** and approve the requested scopes in Shopify. This is a one-time setup required for B2B features.

</details>

<details>

<summary>Can I see orders from all companies in one list?</summary>

The B2B Purchases page shows companies, not individual orders. To see all B2B orders across companies, you can use the main **Orders** page and filter by company. To see orders for a specific company, click the company name to open their detail page.

</details>

## Related Guides

* [Company Orders](https://docs.avada.io/pdf/b2b/broken-reference): Work with individual company orders
* [Contacts](https://docs.avada.io/pdf/b2b/broken-reference): Manage company contacts
* [Combine Orders](https://docs.avada.io/pdf/b2b/broken-reference): Merge orders into a single invoice
* [Sending Invoices](https://docs.avada.io/pdf/b2b/broken-reference): Email configuration and templates