Credit Limit Add-on for Net Terms: Plans, Price, Free Trial
The Credit limit add-on for Net Terms costs $39 a month or $421.20 a year, with a 14-day free trial once per store. It works on stores whose plan includes Net Terms. Start it from Pricing plans > Add-ons, or tick it when you choose or change your plan. Nothing changes at checkout until you create a credit rule. For what Credit limit does, read the Credit limit overview.
Key takeaways
Section titled “Key takeaways”- Credit limit is an optional add-on for stores on a plan with Net Terms.
- It costs $39 a month or $421.20 a year, billed with your plan in one Shopify charge.
- The 14-day free trial is available once per store, and nothing is charged during it.
- Nothing changes at checkout until you add Credit limit and create a rule.
- If the add-on ends, your rules and balances are kept.
What do I need before I add Credit limit?
Section titled “What do I need before I add Credit limit?”You need a plan with Net Terms. We also recommend turning on Net Terms first and, to keep Credit limit after the trial, having a person who can approve charges in Shopify. On a Shopify development store, start the free Development plan first. Once it is active, you can add Credit limit for free.
| Requirement | Where to check | If it is missing |
|---|---|---|
| A plan that includes Net Terms (Advanced or Platinum) | Pricing plans | The Credit limit card names the plans you need and shows Compare plans |
| Net Terms turned on (recommended: at least one Net Terms rule, so buyers see Pay later) | B2B orders & discounts > Net Terms | Set up Net Terms first, so Credit limit has Pay later orders to check |
| Recommended: a person who approves charges for your Shopify store | Your Shopify admin users | The trial needs no approval. To keep Credit limit after the trial, ask the store owner to approve the new total when Shopify asks |
| On a development store: an active Development plan | Pricing plans | Start the Development plan first. The Add-ons block appears once the plan is active |
To turn on Net Terms, follow Set up Net Terms for your B2B customers.
Which plans can add Credit limit?
Section titled “Which plans can add Credit limit?”Stores on the Advanced or Platinum plan can add Credit limit, because both plans include Net Terms. What the card shows depends on your plan and price.
| Your store | What the Credit limit card shows |
|---|---|
| Advanced or Platinum at the current plan price | Start 14-day free trial. After the trial is used, Add to plan |
| A plan without Net Terms | A note with the plans you need and Compare plans |
| A plan with a custom price, a discount or module pricing | Talk to us |
| A plan that you pay for at an older list price | The same buttons as the current price. You keep your plan price and Credit limit is added on top |
| A development store with the Development plan | The Add-ons block with Credit limit. It is free: Shopify records a test charge and nobody is billed |
| A development store without the Development plan | The Development plan card with Start Development plan. No Add-ons block until the plan is active |
The Credit limit card in Pricing plans, under Add-ons.
How much does Credit limit cost?
Section titled “How much does Credit limit cost?”Credit limit costs $39 per month, or $421.20 per year when your plan is billed yearly. Shopify bills it together with your plan in one charge, after you approve the new total.
| Billing | Price | Notes |
|---|---|---|
| Monthly | $39 per month | Added to your plan price |
| Yearly | $421.20 per year | 12 months with 10% off |
How the yearly price is worked out: $39 x 12 = $468.00. 10% of $468.00 is $46.80. $468.00 - $46.80 = $421.20.
Shopify shows you the new total and asks you to approve it before the add-on turns on. Your bill is one Shopify charge for the plan and the add-on.
How do I start the 14-day free trial?
Section titled “How do I start the 14-day free trial?”Click Start 14-day free trial on the Credit limit card in Pricing plans > Add-ons. The trial starts at once, nothing is charged, and it runs for 14 days. You can start it once per store.
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Open Pricing plans and scroll to Add-ons
Section titled “Open Pricing plans and scroll to Add-ons”In the Shopify admin, open BSS B2B Solution > Pricing plans and scroll to Add-ons. You can also click Add Credit limit on the Credit limit tab of the Net Terms page. It takes you to the same card.
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Click Start 14-day free trial
Section titled “Click Start 14-day free trial”The dialog Start your free Credit limit trial shows your plan price, the Credit limit price and the New total. It also shows the date the trial ends. Click Start free trial.
The trial dialog shows the end date and the new total before you confirm.
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Check the card
Section titled “Check the card”The card now shows the Free trial badge, the days left and the end date. Cancel trial is available until the trial ends.
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Create your first rule
Section titled “Create your first rule”Open B2B orders & discounts > Net Terms > Credit limit and click Add credit rule. Keep When an order goes over the limit on Warn only.
The setup guide after a rule exists: one of four steps done.
Expected result: the Credit limit tab opens on Overview with Set up Credit limit (0 of 4 done until you add a rule) and the Add credit rule button. The rest of the Credit limit tab, including the overview and settings, is now available.
When the trial ends on the date shown, Credit limit turns off unless you approve the new total in Shopify. Your plan stays at its price. To continue, click Add to plan on the card, then Continue to Shopify and approve the new total. Pay later orders are not checked between the end of the trial and your approval.
What happens when the trial or the add-on ends?
Section titled “What happens when the trial or the add-on ends?”When the add-on ends, the Pay later credit check stops. Your rules and balances are kept but hidden until you add Credit limit again.
The add-on ends in five ways: the trial runs out without your approval, you cancel the trial, you remove the add-on and the billing period ends, you move to a plan without Net Terms, or a development store moves to a paid Shopify plan.
| Event | Pay later checkout | Check at Shopify checkout | Rules and balances |
|---|---|---|---|
| The trial runs out without approval | The credit check stops when the trial ends | An hourly job switches it off, so it stops within about an hour | Kept, hidden, not updated |
| You cancel the trial | The credit check stops straight away | Stops within a few minutes | Kept, hidden, not updated |
| You remove the add-on | Stays on until the end of your billing period, then stops | Stops within about an hour after the add-on ends | Kept, hidden, not updated |
| You move to a plan without Net Terms | A running trial ends at once. A paid add-on ends with the billing period. | Follows the same hourly job | Kept, hidden, not updated |
| A development store moves to a paid Shopify plan | The credit check stops when the free add-on ends | Follows the same hourly job | Kept, hidden, not updated |
Pay later orders go through without a credit check while the add-on is off.
Balances are not updated while the add-on is off. After you add Credit limit again, click Recalculate in Customer balances to refresh them.
How do I remove the add-on?
Section titled “How do I remove the add-on?”On the Credit limit card in Pricing plans > Add-ons, click Cancel trial during a trial, or Remove on a paid add-on.
- Cancel trial ends the add-on at once. The Pay later credit check stops straight away and the Shopify checkout check stops within a few minutes.
- Remove opens the dialog Remove Credit limit?. Click Remove add-on and approve the new total in Shopify. The add-on keeps working until the end of your billing period.
Will Credit limit change my store if I only add it?
Section titled “Will Credit limit change my store if I only add it?”No. Credit limit changes nothing at checkout until you add it and create a rule. A new rule starts in Warn only, so even then no order is blocked until you choose Block Pay later. The Overdue orders setting and holds stay off until you use them.
Without the add-on, Net Terms and Pay later work as before.
What should I do first?
Section titled “What should I do first?”Create one rule, look at the balances, then decide on the settings.
- Create a rule: Credit limit rules explains who it applies to, the limit and the mode.
- Review the options: Credit limit settings covers the overdue block, what buyers see, tags and emails.
- Read the numbers: Customer balances shows who owes what and who is over the limit.
If a term is new to you, the Credit limit glossary defines it.
Can I try Credit limit on a store that has no Net Terms rule yet?
Section titled “Can I try Credit limit on a store that has no Net Terms rule yet?”Yes, if your plan includes Net Terms. The trial does not need a Net Terms rule, but Credit limit has nothing to check until Net Terms is on and buyers see Pay later, so set up Net Terms first, then start the trial.
Do I pay twice if I add it in the middle of the month?
Section titled “Do I pay twice if I add it in the middle of the month?”No. Credit limit is billed with your plan in one Shopify charge, not as a second charge. Shopify shows you the new total and asks you to approve it before the add-on turns on. Nothing is charged during the 14-day trial.
Why does the card say Talk to us?
Section titled “Why does the card say Talk to us?”The card shows Talk to us when your plan has a custom price, a discount or module pricing. Contact support and we will help you add Credit limit.
Why is the add-on missing on my development store?
Section titled “Why is the add-on missing on my development store?”The Add-ons block appears once the store has an active Development plan. Open Pricing plans, click Start Development plan and approve the test charge in Shopify. Once the plan is active, you can add Credit limit for free while you build. Shopify records it as a test charge, so nobody is billed. If the app shows We’re checking your store, our team replies in Live Chat, usually within 1 business day. See also Can I test BSS B2B Solution on a Shopify development store?
When the store moves to a paid Shopify plan, usually after transfer to a client, the Development plan ends and the free add-on ends with it. Credit limit turns off and your Credit limit data is kept. The store owner adds the add-on again on the live plan.
Can I use Credit limit with the Public API?
Section titled “Can I use Credit limit with the Public API?”Yes, on the Platinum plan (or Enterprise on a legacy plan) with the add-on. See Public API for Credit limit. More answers are in the Credit limit FAQ.