This aritical help to guide the user the detailed steps to set up and create Net Terms payment orders
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Navigate to the Configurations section.
Find the Net Terms module and toggle it on to enable.
Click on Configure.
Next to the Add Rule button, click the Settings icon.
Go to the Tab Installation, here you have two options for Installation:
a. Installation with App block
Enable the button on the Cart Page. This will redirect you to your Current Theme Editor.
In the Cart Page, add the Net Term Cart app block and at least one item to the cart.
The "Purchase Late" button will then appear.
b. Manual Installation
Click Generate Code.
The app will display the necessary code for you to manually install it in your theme.
Click 'Add rule' to Create Net Terms Rule
General Information:
Name: Enter a name for the rule.
Priority: Enter a number, where 0 is the highest priority.
Status: Set to Enable or Disable.
Note: The priority will be considered when there is more than one NetTerms rule applied to the same customer(s) at a time.
Apply to Customers/Product
Customers: Select which customers the rule applies to (e.g., customers tagged as "B2B").
Products: Choose the products to which the rule will apply.
Restrict Net Terms option based on order conditions
Status:
Enable to activate restrictions based on order conditions.
Disable to remove restrictions.
Rule Type: Choose the condition under which Net Terms will be available:
Minimum Order Amount: Set a minimum order value.
Maximum Order Amount: Set a maximum order value.
Minimum Order Quantity: Require a minimum number of items.
Maximum Order Quantity: Set a maximum number of items.
Example: To allow Net Terms for orders over $500:
Set Status to Enable.
Choose Rule Type as Minimum Order Amount.
Enter 500 in the Minimum field.
Save the changes.
Now, customers will only be able to choose the Net Terms payment option if their order total is $500 or more.
We would suggest enabling the Auto-tag orders function so that you can easily search for NetTerms orders by their tag.
Purchase Late Form
In addition to the shipping address, you can add custom fields like checkboxes, date fields, text areas, and more.
Options for specific validations (e.g., EU VAT, ABN, India GST) are also available.
To access the Settings in the Net Terms module, click on the gear icon located on the upper right side, next to the "Add Rule" button.
Under Translation, you can set up the “Purchase Late" button. For example, set it to “Buy Now - Pay
To configure how the Net Terms module works on your storefront, follow these steps:
a. Net Terms Method
Create Net Terms Orders as Draft Orders:
When customers click "Purchase Later," the order is saved as a draft in Shopify Admin under Orders > Draft Orders.
You can modify the order, and shipping rates/taxes will be updated automatically. Use the "Email Invoice" option to collect payment within or outside Shopify.
Note: Mark orders as paid when payment is received.
Create Net Terms Orders as Final Orders:
When customers click "Purchase Later," an official order is created with Unpaid status.
You cannot change the order items, shipping rates, or taxes. However, you can set up extra fees in the app.
Note: Mark orders as paid when payment is received.
Display Next to Default Checkout Button: Allows customers to choose between regular checkout or "Purchase Later."
You can choose where the "Purchase Later" button appears:
On both Cart Page and Mini Cart.
On the Cart Page only.
On the Mini Cart only.
Replace Default Checkout: Customers can only choose "Purchase Later."
You can use the default message or customize the message shown after a "Purchase Later" order is completed. Customers will be redirected to a Thank You Page.
There are 3 options:
Enable "Purchase Later" for All Customers: Visible to all customers regardless of Net Terms rules.
Enable "Purchase Later" for Applied Customers in NT Rules: Only visible to customers targeted by NT rules.
Enable Multiple Buttons for All Customers: Displays all rule-based buttons. Customers in multiple NT rules will see all applicable options.
Example:
Rule #1: "Net Terms 15" for customers tagged "Special" or "Retailers," with 15-day terms.
Rule #2: "Net Terms 30" for customers tagged "Retailers," with 30-day terms.
Customers tagged as "Retailers" will see both options, while "Special" customers will only see the 15-day option.
e. Enable Shipping and Tax Calculation Page
There are 2 options to choose:
Yes: Customers must go to a page for shipping and tax calculations before checkout.
No: Customers can checkout immediately.
If you choose Yes, your customers will have to go to Shipping and Tax Calculation (similar to Shipping page on your store) page in Customer Portal, before they can Checkout
If you choose No, your customer can Checkout immediately
Set the default country address for non-logged-in customers on the Cart Purchase page.
In the tab Translation, you can change the text of the “Purchase Late" button. For example, set it to “Buy Now - Pay Later".
Here you can enable the email type you want and set up the email template
Customers with the "B2B" tag can log in and make a Net Terms purchase.
After adding a product to the cart, they can choose between "Checkout" and "Buy Now - Pay Later."
The customer is redirected to a Purchase Late Page to add shipping information.
When clicking on the Checkout button, the customers will be redirected to Thank You Page.
On the page, the customers can check the Cart Purchase and Order History.
The orders will be created on Shopify Admin => Orders => Draft Orders.
You can change the order items and the shipping rate/taxes will be automatically updated. Also, make use of the “Email Invoice” option to collect the payment within or outside Shopify.
*Note: Remember to mark orders as paid when you receive the payment.
You will not be able to change the order items, shipping rates, or taxes. However, you can set up Extra fees on the app.
We would recommend this option if you use the Payment methods set up on your Shopify store.
*Note: Remember to mark orders as paid when you receive the payment.
Admin can also check the Net Terms Order List by navigating to this tab
There are 8 columns in NT Orders table:
Name
Order Number of Net Terms order. You can click on the order number to view order details in Shopify Admin.
Email
Customer's email.
Shipping
Shipping city + country address.
Rule
Name of the NT Rules .
Order Date
Date that customer placed net terms order.
Net Terms
Net terms period.
Remaining Days
Remaining days that customers have to pay their order.
Order Status
Archived (order is paid & fulfilled), Open (order is unpaid & unfulfilled), Cancelled (order is cancelled), Deleted (order is deleted).
If you have a problem when setting up this feature, please feel free to reach us at support-sbc@bsscommerce.com or Live Chat if you need any assistance.
