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Selling to a company is not the same shape as selling to a person. The invoice needs a legal entity and a tax ID, the goods usually go to an employee rather than to the company, and the person standing at your counter is frequently not the person who pays. TWICE handles this with one switch on the profile and one distinction on the order. This guide is both, plus what B2B still costs you in manual work.

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Prerequisites

Required permissions: customers:customer in create and manage. All four system roles hold every operation on it. See Users & Roles.
Have ready before you start:
  • The company’s legal name and tax or VAT ID, as they should appear on an invoice.
  • Both addresses, if they differ — where invoices go, and where goods go.
  • Who the contact person is. A company record still needs a human to email.

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The Walkthrough

1

Set the Customer type to Business

On the profile, set Customer type to Business. The default is Individual.This is the switch that makes the record a company rather than a person, and it reveals two fields that are hidden on an individual:
  • Company name — the legal entity.
  • Tax / VAT ID — the number your invoices and tax reporting need.
Both are free text. Nothing validates a tax ID against a registry, so a typo here is a typo on every document that follows.
2

Keep the contact person on the same record

A business profile still carries First name, Last name, Email and Phone, and they still matter: checkout links, receipts and documents go to that email, not to the company.So fill them with the person you actually deal with. Company name identifies who is liable; the name fields identify who answers the phone.
One profile holds one contact. If a company has several people who book independently, you have two honest options: one profile per person with the same Company name and Tax / VAT ID, or one shared profile whose contact details are a shared mailbox. The first keeps histories separate and duplicates the company details; the second keeps the company single and loses the per-person history. TWICE does not model a company with several contacts under one record.
3

Set both addresses

Addresses are two independent sets, and B2B is the case they exist for:
  • Billing address — where the invoice goes. Usually head office or a finance department.
  • Shipping address — where the goods go. Usually a site, a depot, or an event.
Fill both when they differ. Filling only one and hoping is the most common cause of a delivery arriving at an accounts office.
4

Decide who pays on the order

This is the part that makes B2B work, and it is set per order rather than on the profile.
  • Add the employee as the order customer — they are taking the goods, and line items can be assigned to them.
  • Add the company as the billing contact — with Add billing contact on the order.
Now the goods are recorded against the person who has them and the money against the entity that owes it. Both roles can be the same record where the company itself is collecting.See Create a customer profile and attach it to an order for the mechanics of both.
5

Settle how they will actually pay

Worth knowing before you promise anything: TWICE has no pay-on-invoice flow with terms. There are no payment terms, no due dates outside subscription billing, no reminders and no dunning.What works today is a custom manual payment method — call it Invoice — recorded against the order when the money arrives, with the document sent from a template. The reconciliation is yours to do by hand.
Full invoicing is planned but not shipped. Until it is, treat B2B payment as: leave the order unpaid, send the customer a document, and record a manual payment on arrival. See Take payment and deposits and Payments settings.

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How do I know it worked?

  • The profile reads Business, with a company name and tax ID that match the entity’s registration.
  • The order shows the employee as customer and the company as billing contact — the two are visibly different where they should be.
  • Documents carry the company details, not just the contact’s name.
  • The customers table can find them — filter or group on Customer type, Company name or Tax / VAT ID, all of which are columns.

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Troubleshooting / Common Pitfalls

Cause: Customer type is still Individual. The two fields only appear on a Business record.What to do: switch the type. Existing profiles can be switched at any time; nothing is lost.
Cause: only one address is filled, or the goods address was entered as the billing one.What to do: the two sets are independent — fill Billing address with where the invoice goes and Shipping address with where the goods go, even when that feels redundant.
Expected — one profile holds one contact. There is no company-with-many-contacts record.What to do: decide which you need more. Separate profiles per person give you per-person history at the cost of repeating the company details; one shared profile keeps the company single and merges everyone’s history. Pick deliberately rather than drifting into a mix of both.
That is exactly what the billing contact is for. Add the employee as the order customer and the company as the billing contact.What to do: if the company should never pay by card at the counter, give them a manual payment method and leave the order unpaid until the transfer lands.
Nowhere — they do not exist. No payment terms, due dates, reminders or dunning outside subscription billing.What to do: agree terms outside TWICE and track them yourself. Record the payment against the order when it arrives.

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Next Steps

Create a customer profile

The fields, and attaching a customer to an order.

Take payment and deposits

Manual payment methods, and what is not automated.

Customer Profile

Every field the record carries.

Read a customer's history

What a company has had across all its orders.