Manage your Shopify Credit account
On the Credit page of your Shopify admin, you can view your account activity, access your statements, and make payments.
On this page
Review your next automatic payment details
Outstanding balances on your statement are automatically debited from the connected bank account on your payment due date each month. You don't need to take any action on the payment due date.
Your statement is issued on the 1st day of each calendar month, followed by a 25-day float period before the payment is due. This means that the outstanding balance on your statement is due on the 25th day after the end of each monthly billing cycle.
Funds are debited for your automatic payment on each payment due date. If the 25th day of the month falls on a weekend or holiday, then the payment is debited on the next US banking day. For example, if the 25th day of the month is a Sunday, then payment is debited on Monday, the 26th.
You can review your next payment amount and due date in the Shopify admin.
Steps:
- In your Shopify admin, go to Finances > Credit.
- In the Account summary box, refer to the Next scheduled payment section.
Make a manual payment
If you're the primary cardholder, then you can make a manual payment towards your outstanding balance at any time. Payments made during the 25-day float period apply towards your most recent statement balance. Any amount outstanding at the end of the float period will be automatically debited from your connected bank account.
Steps:
- In your Shopify admin, go to Finances > Credit.
- In the Account summary box, click Make a payment.
- Select the payment amount by doing one of the following:
- To pay the amount owed for your most recent statement, select the amount with the Statement balance indicator.
- To pay the full balance, select the amount with the Current balance indicator.
- To pay a different amount than the full balance, select Other, and then enter the amount to pay.
- Review your connected bank account to ensure that it's accurate.
- Review the details of your payment in the Summary section, and then click Submit.
Payments might take up to 3 days to be posted and reflected in your Shopify Credit account.
View your Shopify Credit monthly statements
If you're the primary cardholder, or a staff account with the View all Shopify Credit account activity and the Manage payment settings staff permissions, then you can view your monthly account statements. Secondary cardholders can't view monthly statements.
Steps:
- In your Shopify admin, go to Finances > Credit.
- Click Monthly statements.
- Select a statement to view. Statements open in a new tab.
Change your payout account
Payments towards your Shopify Credit business card are taken from the account that's connected to your Shopify Payments account. To change the account that you use with Shopify Credit, change the bank account that you use with Shopify Payments.