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Set the customer type to Business to record a company rather than a person. Selling to a company is a different shape: the invoice needs a legal entity and a tax ID, the goods usually go to an employee, and the person at your counter is frequently not the person who pays. Two controls carry it. One switch on the profile, one distinction on the order. Settle the payment question before you promise anything, because B2B still costs you 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.Choosing Business reveals two fields that stay hidden on an individual:
  • Company name. The legal entity.
  • Tax / VAT ID. The number your invoices and tax reporting need.
Check both before you save. They are free text, nothing validates a tax ID against a registry, and a typo here is a typo on every document that follows.
2

Keep the contact person on the same record

Enter First name, Last name, Email and Phone with the person you actually deal with. A business profile still carries them, and checkout links, receipts and documents go to that email rather than to the company.Company name identifies who is liable. The name fields identify who answers the phone.
3

Decide how to handle a company with several contacts

One profile holds one contact. If a company has several people who book independently, choose between two options:TWICE does not model a company with several contacts under one record.
4

Set both addresses

Enter both addresses whenever they differ, because 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.
Leaving one blank and hoping is the most common cause of a delivery arriving at an accounts office.
5

Decide who pays on the order

Set the two roles per order rather than on the profile. This is the part that makes B2B work:
  • Add the employee as the order customer, since 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.
The goods are now recorded against the person who has them and the money against the entity that owes it. Use the same record in both roles where the company itself is collecting.See Create a customer profile and attach it to an order for the mechanics of both.
6

Settle how they will actually pay

Agree the payment route before you promise terms. TWICE has no pay-on-invoice flow: no payment terms, no due dates outside subscription billing, no reminders and no dunning.Use a custom manual payment method instead, named Invoice, and record it against the order when the money arrives. Send the document from a template. The reconciliation is yours to do by hand.
Full invoicing is planned but not shipped. Until it is, 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 separates the two roles. The employee is the order customer and the company is the billing contact.
  • Documents carry the company details, not only 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

Customer type is still Individual, and the two fields only appear on a Business record.Switch the type. Existing profiles can be switched at any time, and nothing is lost.
Only one address is filled, or the goods address was entered as the billing one.Enter Billing address with where the invoice goes and Shipping address with where the goods go, even when that feels redundant. The two sets are independent.
One profile holds one contact, and there is no company-with-many-contacts record.Decide which you need more. Separate profiles 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.
Add the employee as the order customer and the company as the billing contact. That is what the billing contact is for.Give the company a manual payment method where they should never pay by card at the counter, and leave the order unpaid until the transfer lands.
Nowhere. Payment terms, due dates, reminders and dunning do not exist outside subscription billing.Agree terms outside TWICE and track them yourself. Record the payment against the order when it arrives.

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.