💳 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
From your Shopify admin, go to Apps → BSS B2B Solution.
In the left sidebar, navigate to Order Management → Net Terms.
🔹 Step 2: Enable Net Terms Feature
Toggle on the Net Terms option to activate this feature.
Once enabled, you’ll be able to create and assign specific payment terms for customers or customer groups.
🔹 Step 3: Create a New Net Term
Click Add rule.
Enter the Name — for example, Net 15 or Net 30.
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.
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.
Click Save to apply the new term.
You can follow our instructions in this video
🔹 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.
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.
💡 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.
✨ 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.
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
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