Net Terms Checkout Form and Settings

This page is the reference for the Application for Net Terms form in each rule and for the global Net Terms settings. To create a rule, see Set Up Net Terms for Your B2B Customers.

Application for Net Terms form fields

Configure the form buyers fill in when they click the Net Terms button on the storefront. This form collects the shipping address and any additional information you require.

Before the buyer confirms, the form shows the order summary as Shopify will charge it on the draft order. For a buyer who is a contact of a Shopify B2B company, product prices come from the company’s B2B catalog. Shipping is calculated in your store currency and shown in the buyer’s market currency, so the amount matches the draft order. Buy One Get One offers apply like in a cart checkout.

Default address fields (always present, some required):

Field	Required by default
First name	No
Last name	Yes
Address	Yes
Apartment, suite, etc.	No
City	Yes
Postal code	Yes
Country / State	Yes

Custom fields you can add:

Field	Notes
Phone	Text field with built-in E.164 international validation; automatically saved to Shopify Order Shipping and Billing Addresses
Company	Text field
Purchase Order Number	Text field; value saved to order notes
Dropdown selection	Single-select with configurable options
Multiple checkbox	Multi-select with configurable options
Radio options	Single-select radio with configurable options
Text field	Free-text input
Text area	Multi-line text input
Heading	Section label (no input)
Number	Numeric input
Date field	Date picker
File upload	Accepts CSV, DOC/DOCX, GIF, JPG, PNG, PDF, WAV, XLS/XLSX, ZIP, MP4, TXT (max 10 MB per file)

VAT / tax ID fields (optional, with live validation):

Field	Validates
EU VAT	European VAT number format
UK VAT	UK VAT Registration number
US EIN	US Employer Identification Number
ABN	Australian Business Number
India GST	Indian GST number

Configure global settings

Go to Net Terms > Settings to set options that apply across all rules.

Order submission

Choose how Net Terms orders are created in Shopify:

Option	Behaviour
Create a draft order for me to review (default)	Order is created as a Shopify draft order; you review it and turn it into an order yourself
Place the order automatically	The draft is completed right away into a Shopify order with payment pending

Confirmation message

Customize the message shown to buyers in the confirmation modal after they complete a Net Terms checkout. Use the variables {{order_name}} (the order or draft order name) and {{number_of_days}} (the number of days in the payment term, for example 30) to dynamically display order details. You can edit the message with the built-in rich text editor.

General Translations

Translate the storefront-facing UI text that appears in the Net Terms checkout flow. On the Net Terms page, open More actions > Translations (the same menu also has Notifications and Export). Select a language, then edit the strings.

Tip: If a string contains a variable placeholder in double curly braces, keep the placeholder unchanged in your translation so dynamic values still appear correctly.

Form Translations

Translate the field labels and option text on the Net Terms checkout form, per rule and per language.

1. Select the rule whose form you want to translate.

2. Select a language.

3. Switch between Default fields and Custom fields using the sidebar.

Changes to Form Translations apply per rule. If you have multiple rules with different form fields, translate each rule separately.

Note

If you need further assistance, please feel free to reach us at [email protected] or Live Chat.