Participant roles
Identify buyers, purchasing accounts, sellers, suppliers, platform operators, and rebate recipients, including who accepts the customer terms and who receives the virtual card.
B2B and marketplaces
Connect approved business and marketplace purchases to rebate value.
Define the buyer, seller, order, invoice, fulfillment, and refund events that qualify, then calculate funded value and issue approved rebates on virtual cards where the operating model is supported.
Connect the store ●Qualify the order ●Calculate the rebate ●Issue the virtual card ●
An illustrative e-commerce use case. Program terms, verified events, funding, approval and provider capabilities determine actual qualification, virtual card issuance, use and availability.
Use case snapshot
See who qualifies, funds and controls the offer.
- Who uses it
- Eligible wholesale buyers, business customers, or defined marketplace participants
- Who funds it
- The merchant, platform, seller, supplier, brand, or another approved sponsor
- Who controls it
- Authorized merchant or platform teams within the approved participant and funding model
Program design
Define the commerce rule before publishing the offer.
The merchant objective, qualifying purchase, calculation, refund treatment and virtual card terms should be clear to each customer.
Accepted transaction source
For Shopify, define the supported order and customer events. For marketplaces, wholesale systems, and other platforms, complete a separate review of APIs, webhooks, invoices, fulfillment, and refunds.
Net eligible value
Specify how line items, contract pricing, tax, shipping, marketplace fees, credits, canceled quantities, partial fulfillment, returns, and invoice adjustments affect the calculation.
Funding and responsibility
Separate each sponsor's budget, eligible catalog, formula, liability, settlement timing, customer support duties, and access to reporting.
Lifecycle
Move from qualifying purchase to issued virtual card.
- 01
Review the commerce model
The business documents participant roles, data sources, transaction lifecycle, funding, program rules, card use case, jurisdictions, and support responsibilities.
- 02
Validate an accepted event
An approved Shopify order or other accepted order, invoice, fulfillment, or marketplace event is matched to the buyer, seller, product, amount, timing, and sponsor rules.
- 03
Calculate after adjustments
The program applies the approved formula to net eligible activity after required fulfillment, cancellation, dispute, refund, and invoice-adjustment conditions.
- 04
Issue and reconcile by participant
Approved value is issued on a virtual card where available, with records connecting the recipient, transaction source, sponsor, calculation, adjustment, and settlement.
Program outcomes
A clearer basis for customer value and merchant performance.
Transaction-linked buyer value
Eligible business customers or marketplace participants receive value tied to an accepted commercial event and a documented sponsor rule.
Separated sponsor economics
Merchant, seller, supplier, brand, and platform contributions can be recorded against their own approved budgets and eligibility conditions.
A complete adjustment trail
Invoices, order changes, returns, disputes, calculated amounts, virtual card issuance, and reversals can remain connected for reconciliation.
Common questions
Before you begin.
01Can wholesale orders qualify?
Yes, when the approved data source provides the buyer, order or invoice, eligible items, net amount, fulfillment, refund, and adjustment events required by the program rules.
02Are marketplace integrations available automatically?
No. Each non-Shopify platform or marketplace is evaluated separately for authorization, event coverage, participant identity, data quality, refunds, currency, and operational support.
03Who can receive the virtual card?
The approved program defines the eligible recipient. Issuance and use remain subject to verification, provider approval, card network and issuer terms, jurisdiction, availability, and card limits.
Start with Shopify
Shape this use case into a measurable Shopify rebate program.
Open your Shopify account, complete business verification and move through program approval before self-service capabilities are enabled.
Open your Shopify account