B2B Shopify Success in the UK: 3 Proven Steps to Get Ready in 2026

If you’re a UK business owner looking to expand into B2B on Shopify, 2026 is shaping up to be a big year.

Online stores can rely on the platform’s mature B2B features to deal with upcoming changes, like the EU e-invoicing mandates. Getting prepared now means smoother operations, better compliance, and stronger sales numbers to retailers or resellers.

But where should you start? In this guide, we’ll break down three fundamental steps to prepare your Shopify store for B2B success. These steps focus on optimization, invoicing compliance, and future-proofing.

Before you begin configuring your B2B settings, the first step is to decide on a store type: a blended store or a dedicated store. You can use Shopify’s guide explaining the difference between each type to help you choose the best fit for your business.

When you’ve decided, enable B2B in your Shopify admin. While you can use third-party apps to build and manage your B2B storefront, Shopify’s B2B tools (available on the Shopify Plus plan) are designed to handle things like wholesale pricing, company profiles, and custom orders natively through your admin dashboard.

From there, you can build company profiles for each of your B2B customers. Each parent company can have multiple company locations and customers, so you can capture key buyer details such as VAT ID, tax exemptions, billing and shipping addresses, checkout settings, and more. All of this can be customized per business, letting you create a tailored experience for everyone.

Next, fine-tune pricing rules using B2B catalogs. Each company (or company location) can have tiered wholesale rates, volume discounts, and minimum order values designed for them. Shopify gives the option of using CSV files to manage your catalogs, letting you streamline the process even further.

For payments, integrate Shopify Payments or Stripe to set up more flexible payment terms. This can include deposits, net (7-90), or fixed dates depending on each company—an essential feature in a market where 66% of buyers will abandon their order if their preferred payment terms aren’t available.

Finally, with these fundamentals in place, test your VAT-inclusive checkouts end-to-end before launching your B2B store. After some time has passed, you can make adjustments using various A/B testing methods and apply additional customization by reading Shopify’s documentation.

One of the most significant aspects of business is compliance, and with B2B specifically, it can make or break crossborder sales. With post-Brexit realities and HMRC’s MTD rules adding new layers of complexity to B2B invoicing, a better solution is necessary.

This is where Sufio steps in to automate your Shopify B2B invoicing and keep your business in line with the newest rules and regulations.

Our native integration with Shopify B2B is officially recommended by the platform and handles all the complexities of UK-EU trade, which is why it is the go-to invoicing solution for over 7,000 online stores.

Sufio works in tandem with Shopify by automatically generating branded PDF invoices from orders with all the appropriate legal disclaimers, credit notes for returns and refunds, and reminders for overdue invoices.

In B2B workflows, you can count on Sufio to include due dates and send automatic reminders based on Shopify payment terms. The app also displays PO numbers on your invoices, offers support for B2B companies and locations, and validates EU VAT numbers to set customers as tax-exempt.

Setup takes less than an hour via the Shopify App Store: Try the app and start automating your Shopify B2B invoices today. Plans recommended for B2B-enabled stores start at $19/month.

According to the IDB, nearly 90 nations worldwide are already implementing e-invoicing.

Numerous European countries are included in this as a result of the EU’s ViDA (VAT in the Digital Age) initiative, with Belgium and Spain poised to finalize their first phase in January 2026.

Since UK vendors are regarded as third-country suppliers, adhering to regulations is essential to avoiding obstacles in profitable markets with established e-invoicing systems, such as Germany and France.

E-invoicing requires sellers to send structured digital invoices (usually in an XML format) exchanged via approved networks. This structured data can either replace the invoice or be embedded within a PDF for B2B transactions.

For UK firms, this means adapting your Shopify invoices to meet the newly-established legal standards.

So how do you navigate it? Consider the following actions as you start selling B2B:

• Clean up your customer data first: make sure VAT IDs and billing details are accurate and up-to-date, including your new wholesale customers. This reduces errors when sending e-invoices.
• Utilize a complete standalone solution like Sufio, which is ViDA-ready and will support PEPPOL from January 2026, keeping you compliant across the EU and other key markets.
• Run a pilot with some EU B2B customers to learn where you can improve. This helps spot any issues early, from invoice generation to acceptance and payment tracking.
• Update your privacy policy and internal documentation to reflect these new data flows.

By proactively addressing e-invoicing, you’ll turn a regulatory hurdle into a competitive edge, positioning your UK business as a reliable EU partner.

Preparing to run a B2B store on Shopify in the UK doesn’t have to be overwhelming.

Start small and use your customers’ experiences to strengthen and improve your business. By optimizing your store, integrating Sufio for automated, future-proof compliance, and gearing up for the EU e-invoicing mandates, you’ll build a solid foundation for any future B2B operations.