🔔 This feature is available on the Professional plan. Click here to learn more about pricing and plans.
With the Net Terms feature, select wholesale customers will have the option to bypass the Shopify checkout page to place their order. The order will be created in your Shopify admin, and you can collect payment from your customer at a later date, as outlined in your net terms agreement.
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 your Net Terms settings, you can choose whether orders placed with Net Terms are created as draft orders or final orders in your Shopify admin. Choose the setting that works best for your workflow. Note that in both cases, Orbit's responsibility concludes after the initial order creation, with Shopify stepping in to handle all payment processing, notifications, and order fulfillment.
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 are not charged on the order.
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 is marked as Payment pending until Mark as paid is manually selected in the Shopify admin.
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 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 used on your cart page.
💡 To apply additional Shopify discounts to Net Terms orders, set net orders to come in as drafts and manually apply a discount to the draft order. Shopify discounts can't be combined with wholesale discounts on the cart page.
Collecting payment for Net Terms orders
If you've set net orders to come in as 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 net orders to come in as drafts, 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.
Troubleshooting Net Terms
If Net terms are not functioning correctly at checkout:
1. Verify that the feature is installed and activated.
2. Ensure that the appropriate payment terms are configured within the app.
For persistent issues, contact our support team for additional guidance.