💳 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 → B2B/Wholesale Solution.

2. In the left sidebar, navigate to Order Management → Net Terms.

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🔹 Step 2: Enable Net Terms Feature

1. Toggle the Enable 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 Term.

2. Enter the Term Name — for example, Net 15 or Net 30.

3. Set the Number of Days customers have to complete their payment.

   • Example: If you set 30 days, the payment due date will be 30 days after the order date.

4. Click Save to apply the new term.

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🔹 Step 4: Assign Net Terms to Customers

Once your terms are created, you can assign them to customers in two ways:

• From the B2B/Wholesale Solution app:

  1. Go to Customers.

  2. Select a customer profile.

  3. Choose the appropriate Net Term from the dropdown list and click Save.

• From the Shopify admin:

  1. Go to Customers.

  2. Open the customer record.

  3. Find the B2B/Wholesale Net Term field (added by the app).

  4. Select your desired term and Save.

You can follow our instructions in this video

🔹 Step 5: View and Manage Net Term Orders

After assigning a Net Term:

• When that 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 dashboard inside the app.

💡 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.

Limitation:

• Currently, the Net terms function can work with 3 modules: Custom Pricing, Quantity/Amount Break and Price List.

• Other features are going to integrate with Net term in this July 2025