Set up Net Payment Terms
Overview
Net Payment Terms let your trusted B2B buyers place orders and pay later, for example, Net 30 means payment is due 30 days after the order is placed. You configure net terms per Customer Group so only eligible customers see this option at checkout.
Net Payment Terms are configured inside a Customer Group. Make sure you have already created a Customer Group before following this guide.
Step 1: Open the Customer Group
Go to Customer Groups in the sidebar and click the edit icon next to the group you want to configure net terms for.
In the Buying options section, check Net payment term under Choose buying options.
Under Select eligible net payment terms for this customer group, choose the schedule that matches your agreement with this group:
Due on receipt
Payment is due as soon as the order is placed. Use this when you want net terms in name (draft orders, invoicing) but expect immediate payment.
Within N days
Payment is due within a set number of days after the order. This is the most common net terms format.
Select Within N days
Set the Value (e.g.
30for Net 30,60for Net 60)Choose the Time unit: Days, Weeks, or Months
Due on specific day of month
Payment is due on a particular day of each month. For example, all invoices are due on the 15th of the following month.
Set the Day of month (1–31)
Set the number of months until that day applies
If the selected month doesn't have that particular day (e.g. day 31 in February), the due date defaults to the last valid day of that month.
Custom
Define your own schedule using Days, Weeks, or Months. Enter the value and choose the time unit.
Step 4: Choose how net terms orders appear in Shopify
Under Net Terms orders in your Orders tab placement, choose how net terms orders are recorded in Shopify:
Net Terms orders as final orders: the order appears as a regular Shopify order immediately
Net Terms orders as draft orders: the order appears as a draft order until you confirm it
Draft orders give you a chance to review and adjust before the order is finalised.
Step 5: Set the Credit limit
You can set the Credit limit for each customer group. This represents the maximum total value of unpaid orders a customer in this group can have.
Tick on Block customer from paying on net terms when exceeding credit, it will look like this.
Step 6: Create a form to purchase on a net term
When a customer click on Pay with net terms. You can set up a form to collect information.
Here you can customize the form for your customers to see, which is displayed when they want to check out on a payment term.
Here you select which customer group(s) will see the form you just customized. Note that customers who can pay on a net term, but have no assigned custom form will see the default one.
The default form will have only Shipping address and Billing address fields.
Click Save. Customers in this group will now see the net terms option at checkout after logging in.
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