Net Terms FAQ: Plans, Pay Now, Button, PO and Invoice PDF
Net Terms lets logged-in customers who match one of your Net Terms rules place an order now and pay within the payment term you set. This page answers the questions we hear most before a store turns it on. Each answer links to the page with the full steps.
Who can use Net Terms?
Section titled “Who can use Net Terms?”Logged-in customers who match one of your Net Terms rules. Guests never see the Pay later button.
In the Customers card of a rule you choose who it applies to:
| Customer condition | Who gets Net Terms |
|---|---|
| All logged-in customers | Every signed-in buyer |
| Specific customer tags | Buyers with a matching Shopify customer tag |
| Specific customers | Buyers matched by email address |
| All company locations | Buyers who order for any company location |
| Specific company locations | Buyers who order for the company locations you pick |
The two company location options reach buyers who shop in a B2B session, so they need new customer accounts. Company location rules also need Shopify B2B, which is on the Basic, Grow, Advanced and Shopify Plus plans. Steps are in Set Up Net Terms for Your B2B Customers.
Which plans include Net Terms?
Section titled “Which plans include Net Terms?”Net Terms is included in the Advanced and Platinum plans. The Free and Essentials plans do not include it. See Pricing plans for what each plan covers.
If your store is on an older plan, Net Terms works when that plan’s subscription includes the Net Terms module. Open Pricing plans in the app to see what your plan covers, or contact support and we will check it with you.
The Credit limit add-on needs a plan with Net Terms.
How is Net Terms different from Shopify payment terms?
Section titled “How is Net Terms different from Shopify payment terms?”Shopify payment terms set how long a buyer has to pay an order, and can be set per company location. Net Terms is the whole buying flow on top of it:
- You write rules for who can pay later and on which products.
- Eligible buyers see a Pay later button in the cart and fill in the Checkout with Net Terms form.
- The app creates the order in Shopify, as a draft order to review or as an order placed automatically, and adds the Shopify payment terms with the due date.
- The Orders tab on the Net Terms page tracks due dates and payment status.
If a company location in Shopify already has its own payment terms, a rule can follow them. See Net Terms by company location. You can also give those location terms to orders that do not use a Net Terms rule: see Use Shopify Company Location payment terms.
Can customers still pay now?
Section titled “Can customers still pay now?”Yes. Net Terms adds the Pay later button below your theme’s Checkout button by default when you use Button placement, and you can move it above. Checkout stays as it is. A buyer who wants to pay now uses Checkout as usual.
If you want matched customers to see only Pay later, tick Hide the regular Checkout button for customers who match this rule in the Checkout button card of the rule. Checkout and express buttons such as Shop Pay are then hidden on the cart page and in the cart drawer. Checkout shows again when Pay later can’t be used for that cart. Buy it now on product pages does not change. Steps are in Show only Pay later.
How do I show the Pay later button?
Section titled “How do I show the Pay later button?”The button needs a place on your cart. Use one of two ways:
- App block: add the BSS Net Terms block to your cart page in the theme editor.
- Button placement: if your theme cannot take an app block, or your store uses a cart drawer, turn on Button placement in Net Terms > Settings. It is off by default.
Steps are in Set Up Net Terms for Your B2B Customers. If the button does not show, go through Why doesn’t the Net Terms button appear for my customer?.
Why don’t I see Pay later on an empty cart?
Section titled “Why don’t I see Pay later on an empty cart?”Pay later is hidden while the cart has no product, and it shows as soon as the customer adds one. Details are in What the buyer sees before and after the order. If the button is missing from a cart that has products, use the checklist in Why doesn’t the Net Terms button appear for my customer?.
Where does the customer’s PO number go?
Section titled “Where does the customer’s PO number go?”If you add the Purchase Order Number field to the form, the value goes to the PO number field of the draft order in Shopify. It is not copied into the order note.
The Purchase Order Number field stops buyers at 50 characters and shows the hint Maximum 50 characters, because Shopify keeps up to 50 characters in the PO number.
You can also use your own Text field instead: tick Use as PO Number in its settings. If a buyer types more than 50 characters there, the PO number keeps the first 50 and the order note holds the answer as your field label followed by the value. See Use your own text field as the PO Number. The field list is in Net Terms Checkout Form and Settings.
Can buyers pick up a Net Terms order?
Section titled “Can buyers pick up a Net Terms order?”Yes. Turn on Offer local pickup in the Local pickup card of a rule and choose the locations. Buyers then choose Ship or Pick up in the Checkout with Net Terms form. A location is offered only when local pickup is on for it in Shopify. See Net Terms Local Pickup.
Do Net Terms orders get an invoice PDF?
Section titled “Do Net Terms orders get an invoice PDF?”With the optional Invoice PDF add-on, every Net Terms order gets a PDF order summary. You can download it from the admin or email it to the buyer. The add-on is available on any paid plan. Its price and free trial are on Pricing plans and details.
An order summary is not a tax invoice. Every PDF says so and the line cannot be removed. If your country requires a tax invoice, create it with an invoice app such as Sufio, or print documents with your B2B prices using Order Printer Pro.
More answers: Invoice PDF FAQ.
Can I cap how much a customer owes?
Section titled “Can I cap how much a customer owes?”Yes, with the Credit limit add-on. It caps what each customer can owe and warns you or stops the next Pay later order when a buyer reaches the limit. It needs a plan with Net Terms. See Credit Limit: Set Spending Limits for Net Terms Customers.