# 💳 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** — 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.

### ⚙️ How to Set Up Net Terms

Follow the steps below to enable and configure Net Terms for your store:

#### 🔹 Step 1: Go to the Net Terms Setting

1. From your **Shopify admin**, go to **Apps → BSS B2B Solution**.
2. In the left sidebar, navigate to **Order Management → Net Terms**.

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#### 🔹 Step 2: Enable Net Terms Feature

1. Toggle on the **Net Terms** option to activate this feature.
2. Once enabled, you’ll be able to create and assign specific payment terms for customers or customer groups.

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#### 🔹 Step 3: Create a New Net Term

1. Click **Add rule**.
2. Enter the **Name** — for example, *Net 15* or *Net 30*.
3. Set the **Apply Net Term within** — the due date that customers have to complete their payment.
   * Example: If you set *Within 30 days*, the payment due date will be **30 days after the order date**.
4. Set the **Apply to customers** — the specific customers (by tags or emails), or just logged-in customers that you want to apply the Net Term rule.
5. Click **Save** to apply the new term.

**You can follow our instructions in this video**

{% embed url="<https://drive.google.com/file/d/1sxIZrRXjAEgx0WlnWhrKQSO_KRSpGYgU/view?usp=sharing>" fullWidth="false" %}

#### 🔹 Step 5: View and Manage Net Term Orders

After a Net Term is configured:

* When the eligible customer places an order, they can **complete checkout without paying immediately**.
* The order will be marked as **Unpaid**, showing the **due date** based on the term you set.
* You can track all unpaid orders directly in the **Net Terms → Order history** inside the app.

{% hint style="info" %}
To configure how orders are processed in Net Terms, navigate to **Net Terms > Settings > General Settings > Order submission**.

From there, you can choose between these two workflows:

* **Submit all orders as drafts for review**: Orders are sent as drafts, allowing you to manually review and approve them before they are finalized.
* **Automatically submit orders**: Orders skip the manual review phase and are processed immediately upon submission.
  {% endhint %}

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### 💡 Example

If you assign **Net 30** to a customer:

* They place an order today (October 14).
* The order is automatically marked as “Unpaid.”
* The **payment due date** is set to **November 13**.

You can later send reminders or invoices before the due date to collect payment.

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### ✨ Benefits

* 🤝 **Build Stronger B2B Relationships:** Offer payment flexibility to loyal or high-value clients.
* 💰 **Improve Cash Flow Management:** Keep track of all pending payments with due dates clearly displayed.
* 🧾 **Easy Administration:** Quickly create, assign, and monitor Net Terms in one centralized dashboard.
* ⚙️ **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 %}