For the complete documentation index, see llms.txt. This page is also available as Markdown.

Payment terms

Payment terms decide how the customer pays a confirmed order: Due on receipt (pay now) or Net 15 / 30 / 45 / 60 / 90 (pay later). They use Shopify's built-in payment terms — you don't create them, and you don't need Shopify Plus.

The cascade — how a term is chosen

For each order the term is resolved in this order (first match wins):

  1. Merchant override — whatever you pick on the order at confirm time.

  2. Customer Group default — the group's B2B payment term (e.g. Gold = Net 60).

  3. Shop default — the Shop default payment term in Draft Orders → Settings.

  4. Due on receipt — if none of the above is set.

The term is pre-resolved when the buyer submits, so the pending order already shows the right default — you can still override before confirming.

Example

Shop default = Net 30. The Gold customer group's B2B payment term = Net 60.

  • A customer in the Gold group submits → order defaults to Net 60 (group beats shop default).

  • A B2B customer in no group submits → defaults to Net 30 (shop default).

  • On any order you can change the term before clicking Confirm & send payment link.

Set a group's payment term

Go to Customers → Customer Groups → open a group → B2B payment term, pick the term, and it saves immediately. This becomes the default for that group's buyers.

Set the shop default

Orders → Draft Orders → Settings → Shop default payment term. Applies to buyers who aren't in any group.

What the customer gets

Term
Customer experience

Due on receipt

Shopify pay-now checkout link — pays immediately

Net X

Shopify invoice with a due date — pays later; you mark it paid when funds arrive

Next steps

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