> 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 %}