> For the complete documentation index, see [llms.txt](https://docs-shpf.bsscommerce.com/b2b-wholesale-solution/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs-shpf.bsscommerce.com/b2b-wholesale-solution/order-management/net-terms/set-up-net-terms-for-your-b2b-customers.md). # ๐Ÿ’ณ Set Up Net Terms for Your B2B Customers The **Net Terms** feature allows you to offer customers the flexibility to **buy now and pay later** โ€” a must-have for B2B and wholesale businesses. Instead of requiring immediate payment, you can assign a specific payment term (for example, **Net 7**, **Net 15**, **Net 30**, etc.) to your customers, giving them a set number of days to complete their payment after an order is placed. This helps you build stronger, long-term relationships with trusted buyers while maintaining smooth cash flow and clear payment tracking. ## โš™๏ธ How to Set Up Net Terms Follow the steps below to enable and configure Net Terms for your store: ### Step 1 โ€” Basics | Field | What to set | | ------------ | ------------------------------------------------------------------------------------------------ | | **Name** | Internal label for this rule (e.g., "Net 30 โ€” Gold Partners"). Shown in Order History. | | **Status** | Active or inactive. Set to Active to make the rule available to customers. | | **Priority** | Numeric priority when multiple rules apply to the same customer. Lower number = higher priority. | Click **Continue**. ### Step 2 โ€” Targeting **Customer condition** โ€” choose who this rule applies to: | Option | Behaviour | | ----------------------- | ----------------------------------------------------------- | | All logged-in customers | Applies to every signed-in buyer | | Specific customer tags | Applies only to buyers with a matching Shopify customer tag | | Specific customers | Applies to buyers matched by individual email address | > "None" and "Not logged in" are excluded โ€” Net Terms requires a logged-in customer. **Product condition** โ€” choose which products in the cart are eligible for Net Terms: | Option | Behaviour | | --------------------- | ----------------------------------------------- | | All products | Every product in the cart is eligible | | Specific products | Only listed product IDs qualify | | Specific collections | Only products from selected collections qualify | | Specific product tags | Only products with matching tags qualify | > If a customer's cart contains products that are **not** eligible, the app shows a message listing the ineligible items and blocks the Net Terms checkout until the cart is updated. Click **Continue**. ### Step 3 โ€” Settings **Order limit** โ€” optionally restrict which orders qualify: | Limit type | What it controls | | ---------------------- | ---------------------------------------------------- | | Minimum order amount | Cart subtotal must be at or above this value | | Maximum order amount | Cart subtotal must be at or below this value | | Minimum order quantity | Total cart item count must be at or above this value | | Maximum order quantity | Total cart item count must be at or below this value | Set the value to `0` to skip order limit enforcement for this rule. **Auto order tags** โ€” optionally add Shopify order tags to every Net Terms order created under this rule. Useful for filtering orders in Shopify admin. **Payment due date** โ€” select when payment is due: | Option | When payment is due | | --------------------- | --------------------------------------------------------------------------------------------------------------- | | Due on receipt | Immediately upon order placement | | Due on fulfillment | When the order is fulfilled | | Within 7 days | 7 days after order date | | Within 15 days | 15 days after order date | | Within 30 days | 30 days after order date | | Within 60 days | 60 days after order date | | Within 90 days | 90 days after order date | | End of month (EOM) | Last day of the month the order was placed | | Net X โ€” End of month | X days after order date, then rounded to end of that month | | End of next month | Last day of the month following the order date | | Specific day of month | Every N months, on a selected day (1โ€“31). If the month has fewer days, payment falls on the last available day. | | Custom | A custom count of days, weeks, or months after order date | Click **Continue**. ### Step 4 โ€” Fields Configure the form buyers fill in when they click "Pay later" on the storefront. This form collects the shipping address and any additional information you require. **Default address fields** (always present, some required): | Field | Required by default | | ---------------------- | ------------------- | | First name | No | | Last name | Yes | | Address | Yes | | Apartment, suite, etc. | No | | City | Yes | | Postal code | Yes | | Country / State | Yes | **Custom fields** you can add: | Field | Notes | | --------------------- | -------------------------------------------------------------------------------------------- | | Phone | Text field | | Company | Text field | | Purchase Order Number | Text field โ€” value saved to order notes | | Dropdown selection | Single-select with configurable options | | Multiple checkbox | Multi-select with configurable options | | Radio options | Single-select radio with configurable options | | Text field | Free-text input | | Text area | Multi-line text input | | Heading | Section label (no input) | | Number | Numeric input | | Date field | Date picker | | File upload | Accepts CSV, DOC/DOCX, GIF, JPG, PNG, PDF, WAV, XLS/XLSX, ZIP, MP4, TXT (max 10 MB per file) | **VAT / tax ID fields** (optional, with live validation): | Field | Validates | | --------- | --------------------------------- | | EU VAT | European VAT number format | | UK VAT | UK VAT Registration number | | US EIN | US Employer Identification Number | | ABN | Australian Business Number | | India GST | Indian GST number | Click **Save**. The rule is now active. **You can follow our instructions in this video** {% embed url="" fullWidth="false" %} ## Configure global settings Go to **Net Terms โ†’ Settings** to set options that apply across all rules. #### Order submission Choose how Net Terms orders are created in Shopify: | Option | Behaviour | | -------------------- | ------------------------------------------------------------------------- | | Submit for review | Order is created as a **Shopify draft order** pending merchant review | | Automatically submit | Order is created and submitted as an **unpaid Shopify order** immediately | #### Confirmation message Customize the message shown to buyers in the confirmation modal after they complete a Net Terms checkout. Use the variable `{{number_of_days}}` to dynamically display the due date. You can edit the message with the built-in rich text editor. #### General Translations Translate the storefront-facing UI text that appears in the Net Terms checkout flow. Select a language, then edit strings across four sections: > **Tip:** Use the variable placeholders shown above (`{{date}}`, `{{value}}`, `{{quantity}}`) in your translated strings so dynamic values still appear correctly. #### Form Translations Translate the field labels and option text on the Net Terms checkout form, per rule and per language. 1. Select the **rule** whose form you want to translate. 2. Select a **language**. 3. Switch between **Default fields** and **Custom fields** using the sidebar. > Changes to Form Translations apply per rule. If you have multiple rules with different form fields, translate each rule separately. *** ## Verify the setup 1. Log in to your storefront as a customer who matches the rule's targeting condition. 2. Add an eligible product to the cart. 3. Go to the cart page. Confirm the **Pay later** button is visible. 4. Click **Pay later**. Confirm the Net Terms form opens. 5. Fill in the required fields and click **Confirm**. 6. Check **Net Terms โ†’ Order History** in the app โ€” the order should appear with the correct due date and payment status. 7. Check Shopify admin โ†’ Orders (or Draft Orders) โ€” the order should be present with the status matching your submission setting (draft or unpaid). **Negative test:** Log in as a customer who does NOT match the rule. Confirm the "Pay later" button does not appear.
### ๐Ÿ’ก Example If you assign **Net 30** to a customer: * They place an order today (October 14). * The order is automatically marked as โ€œUnpaid.โ€ * The **payment due date** is set to **November 13**. You can later send reminders or invoices before the due date to collect payment. *** ### โœจ Benefits * ๐Ÿค **Build Stronger B2B Relationships:** Offer payment flexibility to loyal or high-value clients. * ๐Ÿ’ฐ **Improve Cash Flow Management:** Keep track of all pending payments with due dates clearly displayed. * ๐Ÿงพ **Easy Administration:** Quickly create, assign, and monitor Net Terms in one centralized dashboard. * โš™๏ธ **Seamless Checkout Experience:** Let approved customers complete orders without paying upfront. {% hint style="warning" %} **Limitation:** * Currently, the Net terms function can work with 3 modules: Custom Pricing, Volume Pricing, and Price List. * Other features are going to integrate with Net term in this July 2025 {% endhint %} {% hint style="info" %} Encounter a problem? Feel free to reach us at [**support-sbc@bsscommerce.com**](mailto:support-sbc@bsscommerce.com) or [**Live Chat**](https://go.crisp.chat/chat/embed/?website_id=9f64b5a9-1a02-4190-93b8-8ef56b19f740)**.** {% endhint %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs-shpf.bsscommerce.com/b2b-wholesale-solution/order-management/net-terms/set-up-net-terms-for-your-b2b-customers.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.