Setting up Net terms

The feature helps you set specific net terms for B2B Customers. Once it's set up, customers can check out with net terms.

To start setting the Net terms function, please go to Order management > Net terms > Configuration > Add rule

1. Set up net terms to customers

First, you can select customers who are eligible for net terms payment.

Second, choose products that customers can buy now - pay later.

Thirdly, please select which terms to apply to the customer group.

Lastly, we provide a form to collect customer information like shipping address, billing address. You can customize that form to gather more customer details.

2. Enable the function on the website

First, you should enable the app embed block to allow all functions of our app to work on your website

• You can check the app embed status on the Dashboard.

• If it is "On", then you're ready to continue; otherwise, please click "Open theme editor", enable the app embed from "BSS B2B Solution" and SAVE.

Learn more about Shopify app embed

Second, toggle on the feature to activate it

Lastly, to display the "Pay later" button on the Cart page to allow customers to buy now-pay later, you can follow our instructions in this video

3. Storefront

When customers come to the Cart page, they can press the "Pay later" button to trigger their net terms payment.

When an order arrives in Shopify, it will be created as a Draft or a Final order, depending on your settings. If you want to edit an order after it has been submitted, select the option "Submit all orders as drafts for review". Otherwise, you can automatically convert the Draft order to a Completed order by choosing the option "Automatically submit order"

With the payment terms set (as above), this will update the "Payment due later" setting and populate the "Payment terms" and "Issue date" fields.