Set Up Net Terms for Your B2B Customers

The Net Terms feature allows you to offer customers the flexibility to buy now and pay later: a must-have for B2B and wholesale businesses. Instead of requiring immediate payment, you can assign a specific payment term (for example, Net 7, Net 15, Net 30, etc.) to your customers, giving them a set number of days to complete their payment after an order is placed.

This helps you build stronger, long-term relationships with trusted buyers while maintaining smooth cash flow and clear payment tracking.

Plan

Net Terms is available on the Advanced and Platinum plans.

Before You Start: Add the Net Terms Button to Your Cart Page

The Net Terms button (default label: Pay later) does not appear on your cart page automatically. It is a theme app block that must be added manually, in addition to enabling the app in your theme (see Enable or Disable the App in Your Theme).

1. On the Net Terms page, click Storefront setup.
2. Click Enable button on Cart page. This opens your Shopify Theme Editor on the Cart page, with the Net Terms block ready to add.
3. Add at least 1 product to your cart to preview the button, then add the block and click Save in the Theme Editor.
4. In the block settings you can change the Display text (default “Pay later”), text and background color, width, height and alignment.

Caution

This step is required. If the app block is not added to your cart page, the Net Terms button will never appear for customers, even if your Net Terms rules are active. If your theme does not show app blocks in the cart footer, the button cannot appear either. There is currently no manual code/Liquid alternative; the block must be added through the Theme Editor.

How to Set Up Net Terms

Go to B2B orders & discounts > Net Terms and click Add rule. The rule page has the cards Rule, Customers, Products, Payment terms, Net Terms order limit, Auto-tag orders when purchasing with this rule, Application for Net Terms and Advanced.

Step 1, Rule

Field	What to set
Name	Internal label for this rule (e.g., “Net 30 Gold Partners”). Shown in Order History.
Status	Enable or Disable. Only enabled rules are offered to customers.
Priority	In the Advanced card. When several rules match the customer, the rule with the lowest number whose products cover the whole cart is used.

Step 2, Customers and Products

Customer condition: choose who this rule applies to:

Option	Behaviour
All logged-in customers	Applies to every signed-in buyer
Specific customer tags	Applies only to buyers with a matching Shopify customer tag
Specific customers	Applies to buyers matched by individual email address

Guests cannot use Net Terms: the customer must be logged in.

Product condition: choose which products in the cart are eligible for Net Terms:

Option	Behaviour
All products	Every product in the cart is eligible
Specific products	Only listed product IDs qualify
Specific collections	Only products from selected collections qualify
Specific product tags	Only products with matching tags qualify

If a customer’s cart contains products that are not eligible, the app shows a message listing the ineligible items and blocks the Net Terms checkout until the cart is updated.

Step 3, Order Limit, Order Tags and Payment Terms

Order limit: optionally restrict which orders qualify:

Limit type	What it controls
Minimum order amount	Cart subtotal must be at or above this value
Maximum order amount	Cart subtotal must be at or below this value
Minimum order quantity	Total cart item count must be at or above this value
Maximum order quantity	Total cart item count must be at or below this value

Auto order tags: optionally add Shopify order tags to every Net Terms order created under this rule. Useful for filtering orders in Shopify admin.

Payment terms: select when payment is due.

Option	When payment is due
Due on receipt	On receipt of the order
Due on fulfillment	When the order is fulfilled
Within 7 / 15 / 30 / 60 / 90 days	That many days after the order date (Net 7 to Net 90)
End of Month	The last day of the month the order was placed
End of Month + X Days	The last day of the order month, plus the number of days you enter
End of Next Month	The last day of the following month
Due on specific day of month	Every N months on a day you choose (1 to 31). If a month does not have that day, the due date moves to that day of the next month
Custom	A number of days, weeks or months after the order date

Step 4, Application for Net Terms

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.

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

Click Save. The rule is now active.

Creating a Net 30 rule for customers tagged Wholesale.

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 due date) 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. Select a language, then edit strings across four sections:

Tip: Use the variable placeholders shown above ({{date}}, {{value}}, {{quantity}}) in your translated strings 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.

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Verify the setup

1. Log in to your storefront as a customer who matches the rule’s targeting condition.
2. Add an eligible product to the cart.
3. Go to the cart page. Confirm the Net Terms checkout button is visible. (If it isn’t, make sure you’ve completed the “Before You Start” step above.)
4. Click the Net Terms button. Confirm the Net Terms form opens.
5. Fill in the required fields and click Confirm.
6. Check Net Terms → Order History in the app: the order should appear with the correct due date and payment status.
7. Check Shopify admin → Orders (or Draft Orders): the order should be present with the status matching your submission setting (draft or unpaid).

Negative test: Log in as a customer who does NOT match the rule. Confirm the Net Terms button does not appear.

Clicking Pay later opens the Checkout with Net Terms form with the due date, the address fields from your rule and an order summary:

Pay later on the storefront: the form shows when payment is due (here 30 days after the order).

Example

If you assign Net 30 to a customer:

• They place an order today (October 14).
• The order is automatically marked as “Unpaid.”
• The payment due date is set to November 13.

Search Order History

Use the search box above the Order History table to quickly find an order by order number, customer email, or customer name.

Export Net Terms Order History (CSV)

Merchants can export Net Terms order history directly to CSV for bookkeeping and accounting audits:

1. Go to Net Terms → Order History.
2. Apply any active filters (by date range, customer, or payment status).
3. Click Export in the top-right corner.
4. In the confirmation modal, select whether to export the Current page or All filtered records.
5. A live progress bar tracks the export generation. Once complete, click the download link to receive a CSV file containing:
   • Order Number (#1001)
   • Customer Name & Email
   • Payment Term Rule Name & Duration (e.g. Net 30)
   • Order Date & Due Date
   • Due Status (Due, Undue, Due on receipt, Due on fulfillment)
   • Total Amount & Outstanding Balance

Note

Exports run in the background, and only one export can run per store at a time: if an export is already in progress, wait for it to finish before starting another. Click Export history (next to Export) to see past exports and re-download a file; download links expire 24 hours after the export completes.

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Filter by Payment Due Status

Quickly track unpaid and overdue orders using the Remaining days filter in Order History:

Filter Option	Description
All	Displays all Net Terms orders regardless of due status.
Due	Shows orders where the payment due date has passed without payment.
Undue	Shows orders currently within their allowed credit period (not yet due).
Due on receipt	Shows orders requiring immediate payment upon delivery.
Due on fulfillment	Shows orders where payment is triggered upon shipment fulfillment.

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Benefits

• 🤝 Build Stronger B2B Relationships: Offer payment flexibility to loyal or high-value clients.
• 💰 Improve Cash Flow Management: Keep track of all pending payments with due dates clearly displayed.
• 🧾 Easy Administration: Quickly create, assign, and monitor Net Terms in one centralized dashboard.
• ⚙️ Seamless Checkout Experience: Let approved customers complete orders without paying upfront.

Note

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