🔔 This feature is available on the Professional plan. Learn more about pricing and plans.
Net Terms lets wholesale customers place an order without paying at checkout. The order is created in the Shopify admin, and you collect payment later based on your terms agreement.
After placing an order, customers are redirected to your Net Terms Thank You Page (Shopify admin → Online Store → Pages). This page serves as confirmation of their order. You can customize this page to suit your needs by referring to our guide on Customizing your Net Orders Thank You page.
Providing your wholesale customers with Net Terms gives them the opportunity to resell the products at retail price before payment for their order is due. Net Terms allows merchants to extend specific payment deadlines to their buyers; instead of making full payment at checkout, buyers can defer payment for a set number of days, such as 15, 30, 45, or 60 days. This is especially useful for wholesale businesses that manage ongoing client relationships and large order values.
Net Terms settings
In Net Terms settings, you can choose whether orders placed with Net Terms are draft orders or final orders in your Shopify admin. Choose the option that matches how you want to invoice and collect payment.
Note that in both cases, after the order is created, Shopify handles payment processing, notifications, and fulfillment,
For orders processed as drafts, customers may receive an email notification when an invoice is manually sent. This difference should be noted when managing customer communication.
Final order
The wholesale customer places an order using the Net Terms checkout button on the cart page.
An order is created and marked as unpaid in the Shopify admin (Admin > Orders).
The customer is sent to the Net Orders Thank You Page and receives an order confirmation email from the store.
An order confirmation email is sent to the Shopify account owner.
Taxes may not apply on Net Terms final orders, dependind on your Shopify tax settings.
Shopify shipping settings are not applied to the order. However, any fees created in Wholesale Hub's Extra Fees settings will be applied.
Line items in the order cannot be modified.
Payment for the order is collected outside of Shopify via bank transfer, QuickBooks, Paypal, or another external method.
The order stays in a payment-pending state until you mark it as paid in the Shopify admin.
Once the order is placed, customers are redirected to the 'Net Terms Thank You' page.
Draft order
The wholesale customer places an order using the Net Terms checkout button on the cart page.
The order is created as a draft in the Shopify admin (Admin > Orders > Draft).
The customer is sent to the Net Orders Thank You Page.
An order confirmation email from Orbit is sent to the account owner (or whichever email address is entered in your Net Terms settings).
The draft order can be reviewed and changes can be made to the line items, shipping, taxes, and discounts.
Depending on the tag you applied to the wholesale customer, you can specify the exact payment terms within Shopify.
An invoice for the order can be sent from your Shopify admin, or payment collected manually. When Wholesale customers use the Net Terms button, cart notes and custom attributes will be passed to the draft orders. If you're experiencing issues with this functionality, you may need to review the scripts associated with Net Terms functionality to ensure they capture all the unique fields or element classes on your cart page.
💡 To apply additional Shopify discounts, set Net Terms orders to Draft order, then apply the discount to the draft order in Shopify.
Collecting payment for Net Terms orders
If you've selected final orders, payment must be collected outside of Shopify via bank transfer, QuickBooks, PayPal, or another external method. After an order is created, Shopify takes control of all subsequent steps in the workflow. Any issues regarding payment delays, missing order confirmations, or fulfillment details should be resolved on Shopify's end.
If you've set selected draft orders, you can either manually send an invoice to the customer at a time of your choosing or set terms for the draft order so that payment is due within a specified number of days. For example, if you have a wholesale customer with a net30 tag, you can select the Within 30 days option within the draft order and the payment due date will be 30 days after the issue date. Click here for more information from Shopify on how to set payment terms from draft orders.
By default, taxes won't be added to your Net Terms draft order. You can manually apply taxes to your draft order by clicking 'Estimated tax' and selecting 'Charge taxes'.
It's important to note that customers tagged for Net Terms can still access regular checkout options and pay via standard payment methods like credit cards if they do not use the Net Terms checkout button.
💡 Check out our How to Manage Invoices for Net Terms Draft Orders article for more detailed steps on Draft Order invoicing.
Troubleshooting Net Terms
If Net terms are not functioning correctly at checkout:
1. Confirm Net Terms is enabled and the button appears on the cart page.
2. Confirm the customer is tagged for Net Terms.
3. Confirm you saved changes.
4. If you are using draft orders, confirm invoice/terms settings inside Shopify.
If it still doesn't work after checking these steps, contact our support team.