# Net terms information form

## Overview

The **Net terms information form** tab lets you create a custom form that customers fill out when they request to pay on net payment terms. This form collects the information you need — such as company name, billing address, or tax ID — before granting net terms access.

Go to **Settings** → **Net terms information form** tab.

## 1. Create a new form

Click **Create form**. The form editor opens.

## 2. General information

* **Name** — enter an internal name for this form (not shown to customers).
* **Status** — set to **Enabled** to make the form active.

## 3. Form customization

Add and configure the fields customers will see. Available field types include: text, textarea, dropdown, checkbox, radio button, number, date, and heading.

For each field you can set: label, placeholder, help text, whether the field is required, and for choice fields, the option values.

Standard fields are available out of the box — First name, Last name, Company, Address, City, Postal code, Country.

## 4. Assign to Customer Groups

In the **Display to customers** section, select which Customer Groups will see this form when requesting net terms.

{% hint style="info" %}
Customers eligible for net payment terms but not assigned a custom form will see the default net terms form.
{% endhint %}

## 5. Save

Click **Save** to publish the form.

***

{% hint style="success" %}

### 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](https://go.crisp.chat/chat/embed/?website_id=a59f354c-f51f-4f84-ae9a-c0e8dd69d2e5) directly from your B2Bridge dashboard.
* 📧 **Email us at** [**support@b2bridge.io**](mailto:support@b2bridge.io) and we'll get back to you as soon as possible.
  {% endhint %}


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