💳Set Up Net Terms for Your B2B Customers
Offer buy now, pay later to approved B2B customers — add the Net Terms button to your cart, create a rule with payment terms and choose how orders are created.
The Net Terms module lets approved customers buy now and pay later. Assign a payment term (for example Within 30 days) and the customer has that long to pay after the order is placed.
Step 1: Turn on Net Terms and the app embed
Go to B2B orders & discounts › Net Terms and click Storefront setup.
Click Turn on module. (You can also use the switch next to the Net Terms title.)
Click Open theme editor, turn on the B2B Solution app embed, save the theme and click Check again.
Step 2: Add the Net Terms button to your cart
The Net Terms button is a theme app block. It does not appear on your cart page until you add it.
On Storefront setup, in the Net Terms button in your theme row, click Add app block. If the app block section below shows it instead, click Enable button on cart page.
The theme editor opens on your cart page with the Net terms block. Set Display text (Pay later by default), the colors, Width, Height and Align.
Add at least 1 product to your cart to preview the button, then save the theme.
This step is required. Without the app block, the button never appears, even when your rules are active. The block is offered only while the Net Terms module is on. There is no manual code alternative. To show the button in a cart drawer, or if your cart does not accept app blocks, contact us via live chat and our team installs it for free.
Step 3: Create a rule
Go to B2B orders & discounts › Net Terms, open the Rules tab and click Add rule. If you have no rules yet, click Add rule in the empty state. The New net terms rule page is a single page of cards, from top to bottom: Rule, Customers, Products, Payment terms, Net Terms order limit, Auto-tag orders when purchasing with this rule, Application for Net Terms and Advanced. Advanced is collapsed: click Show to open it. The right sidebar has the Make Net Terms live card with a Not live yet / Live badge. Click Save in the save bar when you are done.
Rule
Name
Text
Use a clear, descriptive name to find the rule later. Leave it empty and the name is written for you from the customers and payment terms. Shown in the rule list.
Status
Enable / Disable
Disabled rules are not applied to your storefront. Keep it on Enable
Customers
Apply to customers
Logged-in customers · Specific customers · Customer tags
The Net Terms button shows only to logged-in customers who match an enabled rule. Guests never see it.
Products
Products
All products · Specific products · Product collections · Product tags
Products that can be bought with Net Terms. If the cart holds products that are not eligible, the app lists them and blocks Net Terms checkout until the cart is updated.
Payment terms
Pick one option from the Payment terms menu. Some options ask for more.
Due on receipt
Immediately on order placement
none
Due on fulfillment
When the order is fulfilled
none
Within 7 / 15 / 30 / 60 / 90 days
That many days after the order date
none
Due on specific day of month
Every N months on a chosen day
Every (months) and On (Day 1 to Day 31). If a month lacks that day, no due date is set for that month.
End of month
Last day of the order month
none
End of month + X days
X days after the order date, then the end of that month
Days (1 to 366)
End of next month
Last day of the month after the order
none
Custom
A custom period after the order date
Count with Time: Day(s) (1 to 366), Week(s) (1 to 52) or Month(s) (1 to 12)
Net Terms order limit
Restrict when Net Terms can be used. Choose a Rule type: Minimum order amount, Maximum order amount, Minimum order quantity or Maximum order quantity, then enter the value.
The default, Minimum order amount 0, sets no limit. A maximum must be greater than 0. Net Terms limits are per order: it does not keep a running credit balance per customer.
Auto-tag orders when purchasing with this rule
Add Order tags (for example net_30) to every Net Terms order created under this rule. Useful for filtering orders in Shopify admin.
Application for Net Terms
This is the form buyers fill in after clicking the Net Terms button. A live Preview updates as you edit.
Default fields: first name, last name, address, apartment, city, postal code and country (with an optional state/province field). First name and Apartment can be made required. Last name, Address, City, Postal code and Country are always required and cannot be removed.
Click Add new field to add Custom fields: Phone (international format validation), Company, Purchase Order Number (saved as the order's PO number), dropdown, multiple checkbox, radio options, text field, text area, heading, number, date field and file upload (CSV, DOC/DOCX, GIF, JPG, PNG, PDF, WAV, XLS/XLSX, ZIP, MP4, TXT; max 10 MB per file).
Tax ID verification fields (optional, with live validation): EU VAT, UK VAT, US EIN, ABN and India GST.
Advanced
Click Show to open it. Priority decides which rule wins when several rules match the same customer: 0 is the highest priority.
Make Net Terms live
After you save, the Make Net Terms live card checks that the rule is saved and enabled, the Net Terms module is on and the app embed is on in your theme. The badge changes from Not live yet to Live.
Create many rules at once: Quick create
On the Rules tab, click Quick create. Each row becomes one rule for a customer tag, specific customers or all logged-in customers, with the payment terms you pick. Rules apply to all products with the default request form; open a rule afterwards to change it.
Quick edit
To change a rule's Rule name, Priority or Status without opening it, click Quick edit in the rule's row actions. Select several rules and choose Edit status to turn them on or off together.
Settings
Click Settings in the module header.
Order submission
Create a draft order for me to review (default)
Each Net Terms order is saved as a Shopify draft order that you review and complete yourself.
Place the order automatically
Each Net Terms order is created as a regular order in Shopify right away.
Both options add Shopify payment terms with the due date to the order.
Order confirmation message
Edit what customers see after they place a Net Terms order. Use {{order_name}} for the order number and {{number_of_days}} for the number of days in which the net term applies.
Click Save. The Settings page also shows a live preview of the cart page.
Translations
Go to B2B orders & discounts › Net Terms › More actions › Translations. There are two tabs:
General translations: the texts in the Net Terms popup and checkout flow. Select a language, then edit the strings. Keep placeholders such as
{{date}},{{value}}and{{quantity}}so dynamic values still appear.Form translations: field labels and option text of the request form. Select the rule, then a language, and switch between Default fields and Custom fields. Translations apply per rule, so translate each rule separately.
Verify the setup
Log in to your storefront as a customer who matches the rule.
Add an eligible product to the cart and open the cart page. The Pay later button should show. If not, open Storefront setup and check each item.
Click the button, fill in the required fields and confirm.
Check the Orders tab of Net Terms: the order shows with the due date and payment status. In Shopify admin it appears as a draft order or an unpaid order, depending on Order submission.
Negative test: log in as a customer who does not match the rule. The button should not appear.
Example
You assign Within 30 days to a customer. They order on October 14. The order is marked Unpaid and the due date is November 13.
Track and export orders
Open the Orders tab of Net Terms. Columns: Order, Customer, Order date, Total, Currency, Net Terms, Due in, Payment status (Paid, Unpaid or Overdue) and Order status (Open for a draft order or Completed).
Search by order name or email, and sort the list.
Filter with Due status: All, Due, Not due yet, Due on receipt, Due on fulfillment.
To download a CSV, open Export and click Export. The file includes the orders that match your search and filter. You can also export all orders from More actions › Export.
When it is ready, download
export_nt_orders.csvfrom the message. Earlier files are under Export › Export history. Only one export can run per store at a time, and download links expire.
The file has: Order Number, Customer Email, Customer Name, Rule duration, Due date, Due status, Status, Total Amount, Currency, Created At and Order Link.
FAQ
Why doesn't the Pay later button show on my cart? It shows only when the Net Terms module and the B2B Solution app embed are on, the Net terms app block is on your cart page, and a logged-in customer matches an enabled rule.
My rule uses Due on fulfillment, but the customer was charged right away. Why? Payment terms are added only to orders placed with the Pay later button and the Net Terms form. If the customer clicks the regular checkout button, the order follows your normal Shopify payment settings.
Can I hide the regular Checkout button? Net Terms adds its button next to your theme's checkout button. To hide the regular checkout for Net Terms customers, contact us via live chat.
The Pay later button is still on my store after I turned Net Terms off. It was most likely added with custom code, for example in a cart drawer. Remove the block in the theme editor or contact us via live chat.
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