Set up Net Payment Terms

In each customer group, you can enable net payment term.

Step 1: Select payment terms

Here you can select a payment term for this customer group. Once selected, every customer in this group will be able to purchase on that payment term. Ex: Net 15 = Pay within 15 days.

By default, the app will save Net Terms order as draft orders. You can change that here:

Step 2: 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.

Go to Settings > Net terms information form. Click Create form.

Customize your form

Here you can customize the form for your customers to see, which is displayed when they want to check out on a payment term.

3.3. Assign the customized form to your customer groups

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.

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Need Help?

If you have questions or run into issues while using any feature, we’re here to help.

• 💬 Start a Live Chat with our support team directly from your B2Bridge dashboard.

• 📧 Email us at [email protected] and we’ll get back to you as soon as possible.