How to manage invoices for Net Terms draft orders

If your Net Terms orders are final orders, you must collect payment outside of Shopify (for example, bank transfer, QuickBooks, PayPal, etc.)
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If your Net Terms orders are created as draft orders, you can edit the draft (shipping, taxes, and payment terms) before invoicing your customer.
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In the drat order, go to the Payment section and click Add shipping or delivery.
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Select a standard rate (or a custom rate) then click Done.
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You can add taxes to your draft orders. In the draft orders Payment section, click Estimated tax.
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Select Charge taxes to calculate taxes for the order. Turn off Charge taxes to prevent taxes from being charged.
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To make a customer tax-exempt, open the customer profile in the Shopify admin, then click Edit tax details.
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Select Don’t collect tax. This prevents taxes from being applied for that customer in Shopify.
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Click Payment due later to set a specific due date for the payment.
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You’ll be able to select the length of payment term, and the issue date (the date when the payment term will officially begin).

When you set payment terms, Shopify shows a Create order button. Click it to convert the draft order into an order so you can send an invoice from the order page.

You'll be able to send the invoice or collect payment from the finalized Order Page that is created. There will also be options to perform different actions like marking fulfillment, or putting the order on hold. This step is only necessary to complete a Net Terms order that you’ve added Payment Terms for.

Click Send Invoice at the bottom of the Payment section.
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This will open a popup where you can customize the message that will be sent to the customer. You’ll be able to review the message, and send the invoice.
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To charge a card right away, use Collect payment and select Credit card.

If you collected payment outside of Shopify, use Collect payment to Mark as paid.
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