Blog | Resolve

How to Add Net Terms at Checkout on Shopify

Written by Resolve Team | Apr 23, 2026 4:05:07 PM

Adding net terms to Shopify checkout comes down to two distinct paths. The first is Shopify’s native B2B payment-terms workflow, which is available through Shopify B2B payment terms and lets merchants assign terms to company accounts and company locations. The second is using Resolve Pay net terms, which brings buyer underwriting, receivables workflows, and upfront merchant payment into one B2B payments layer. Both approaches support a better wholesale buying experience than asking business customers to pay in full at the moment of purchase.

That matters because B2B ecommerce keeps expanding, with the global market projected to reach USD 36 trillion by 2026, while a large share of buyers now prefer remote and self-serve interactions. For merchants selling to retailers, distributors, procurement teams, and repeat wholesale accounts, checkout flexibility is no longer a nice-to-have. It is part of the buying experience.

This guide walks through how Shopify native terms work, how Resolve Pay adds net terms to Shopify, and what changes operationally when you want credit decisions, collections support, and faster cash flow rather than a basic deferred-payment setting.

Key Takeaways

  • Shopify native terms are Plus-only: Shopify’s built-in B2B payment terms are configured through company records and company locations in Shopify B2B.
  • Resolve Pay works as a separate checkout path: Resolve Pay lets merchants offer “Pay with Net Terms” in Shopify without relying on Shopify’s native B2B payment-terms setup.
  • These two setups should not be stacked on the same buyer account: If a Shopify B2B company account already has native payment terms assigned, that account should not also be configured to check out through Resolve Pay’s terms flow.
  • Native Shopify terms handle due dates, not underwriting: Shopify can store and display payment terms, but credit review, collections workflows, and cash-flow support require an additional solution.
  • Resolve Pay extends the workflow beyond checkout: Resolve Pay combines buyer approval, invoicing support, collections automation, and ERP or accounting sync through its integrations.
  • Merchants should choose based on operating model: Shopify native terms fit merchants already running Shopify B2B on Plus, while Resolve Pay is built for merchants that want embedded net terms, managed receivables, and faster access to cash.

How to Add Net Terms at Checkout on Shopify: Quick Steps

There are two valid ways to add net terms on Shopify, and they work differently.

Option 1: Use Shopify native B2B payment terms

  1. Go to Customers > Companies in Shopify Admin.
  2. Open the company or company location you want to configure.
  3. Edit the Payment terms field.
  4. Select the term structure you want to use, such as Net 15, Net 30, Net 45, Net 60, or Net 90.
  5. Optionally add a deposit requirement if your workflow needs one.
  6. Save and test the buyer experience with a B2B customer account.

Option 2: Use Resolve Pay for embedded net terms

  1. Install the Resolve Pay Shopify app.
  2. Connect your Resolve Pay merchant account in the app settings.
  3. Enable the Resolve Pay checkout method in your store configuration.
  4. Test checkout with a B2B customer flow.
  5. Confirm your downstream workflow for invoicing, collections, and accounts receivable automation.

Important: treat these as separate approaches. For merchants using Shopify B2B company accounts, Resolve’s own Shopify documentation says company accounts should be set to No payment terms if those buyers are meant to check out with Resolve Pay.

Why B2B Merchants Struggle With Net Terms on Shopify

B2B merchants usually hit the same problem on Shopify: wholesale buyers want invoice-style purchasing, but the default commerce flow is still much closer to pay-now checkout than trade-credit workflow.

Three issues usually create friction:

  • Payment terms alone are not the same as credit management. Setting a due date does not underwrite the buyer, manage exposure, or automate follow-up.
  • Native B2B payment terms live inside Shopify Plus workflows. Merchants need Shopify’s B2B company structure to use the built-in version.
  • Cash flow and receivables still need to be managed after checkout. Even when the buyer sees Net 30 or Net 60, the merchant still has to handle invoicing, reconciliation, and collections unless they use a platform designed for net terms ecommerce.

This is why many merchants look beyond basic due-date settings. They need the checkout experience to feel simple for the buyer without creating more back-office work for finance.

Before You Start: Prerequisites

For Shopify native payment terms

  • A Shopify plan with access to Shopify B2B features
  • Company accounts or company locations set up in Shopify
  • A wholesale workflow that can manage buyer review, receivables, and follow-up internally

For Resolve Pay

  • An active Shopify store
  • A Resolve Pay merchant account
  • A defined B2B checkout process for approved buyers
  • Any downstream accounting or ERP connection you want to sync through Resolve Pay integrations

What Are Net Terms at Checkout on Shopify?

Net terms at checkout let a B2B buyer place an order now and pay later under agreed terms instead of paying the full balance immediately.

In practice, this means the buyer can complete the order with a deferred-payment arrangement such as Net 15, Net 30, Net 45, Net 60, or Net 90, depending on the workflow you support.

On Shopify, that can happen in two ways:

  • through Shopify’s native B2B payment-terms settings for company accounts
  • through a separate embedded flow like Resolve Pay for sellers, which adds buyer approval and post-checkout receivables support

Does Shopify Support Net Terms Natively?

Yes, Shopify supports payment terms natively for B2B orders, but that capability is tied to Shopify B2B.

According to Shopify’s help documentation, merchants can configure payment terms at the company or company-location level, with options including net 7, net 15, net 30, net 45, net 60, net 90, due on fulfillment, and fixed-date terms. Shopify also supports deposit requirements as part of the B2B payment-terms flow.

What native Shopify terms do well:

  • assign due dates to B2B buyers
  • display terms on orders
  • support deposits for eligible B2B workflows
  • keep the order inside Shopify’s native B2B structure

What merchants still need to handle themselves:

  • buyer credit evaluation
  • collections process
  • exposure limits and internal approvals
  • cash-flow timing after shipment

That distinction matters. Shopify can manage the payment-term setting. It does not turn the platform into a full trade-credit and receivables system on its own.

Option 1: Add Net Terms With Shopify Native B2B Setup

If your store is already using Shopify B2B, the native route is the most direct way to configure payment terms inside Shopify.

Step 1: Navigate to Customers > Companies

In Shopify Admin, go to Customers > Companies and open the business account you want to configure.

Step 2: Assign payment terms at the company or location level

Shopify lets you apply payment terms either to the company as a whole or to specific company locations. This is useful when different branches or business units need different payment structures.

Step 3: Choose the payment-term structure

You can assign:

  • Net 7
  • Net 15
  • Net 30
  • Net 45
  • Net 60
  • Net 90
  • Due on fulfillment
  • Fixed-date terms on eligible workflows

Step 4: Add a deposit requirement if needed

If you want part of the order paid up front, Shopify supports deposits as part of the payment-terms configuration.

Step 5: Test the B2B customer experience

Before launch, place a test order through a B2B customer account and confirm:

  • the terms display correctly
  • the order is created as expected
  • the internal accounting workflow matches your receivables process

Shopify native setup: what to expect

This route works best for merchants that:

  • already run Shopify B2B
  • already know their wholesale customers
  • are comfortable managing credit decisions internally
  • do not need a separate business credit check workflow inside checkout

Option 2: Add Net Terms on Shopify With Resolve Pay

Resolve Pay for Shopify is designed for merchants that want a net-terms checkout experience tied to buyer approval, receivables operations, and faster payment.

Resolve’s documentation shows a Shopify transaction flow where a buyer checks out with Resolve, the order is authorized, and merchants then manage standard Shopify actions such as capture, cancel, refund, and partial refund from Shopify.

Step 1: Install the Resolve Pay app

Install Resolve Pay in Shopify and connect it to your merchant account.

Step 2: Configure the Resolve Pay checkout flow

Once configured, eligible buyers can see Pay with Net Terms during checkout. Resolve also documents ways to conditionally show or hide this payment option for B2B buyers only.

Step 3: Keep Shopify B2B company accounts on “No payment terms” when using Resolve

This is one of the most important implementation details. Resolve’s Shopify B2B documentation states that if a company account already has native Shopify payment terms assigned, that buyer will not be able to check out with Resolve. In other words, Resolve Pay is not meant to sit on top of Shopify’s native B2B payment-term assignment for the same account.

Step 4: Test authorization, capture, and refund flows

Resolve’s Shopify documentation specifically covers:

  • capture
  • cancel
  • refund
  • partial refund

That means your operations team should verify how order-state changes in Shopify connect to the Resolve flow before going live.

Step 5: Connect the post-checkout workflow

This is where Resolve Pay extends beyond a simple due-date setting. Merchants can connect receivables and reconciliation through:

How Resolve Pay Changes the Workflow After Checkout

This is the main operational difference.

With Shopify native terms, the merchant is still running the credit and receivables process. Shopify stores the term and order details, but the merchant still owns the commercial risk and collection workflow.

With Resolve Pay, the workflow is broader:

  • buyer approval is built into the process
  • receivables workflows can be automated
  • payment methods are centralized through a branded portal
  • approved invoices can be advanced faster, depending on the program
  • finance teams can connect the flow to accounting and ERP systems

Resolve Pay’s source material also positions the platform as non-recourse on approved advances and as a modern alternative to factoring, with automation across credit, invoicing, reconciliation, and collections.

For merchants that want net terms to be more than an admin setting, that broader infrastructure is the real difference.

Common Mistakes to Avoid When Adding Net Terms to Shopify

1. Treating Shopify native terms and Resolve Pay as the same setup

They are not. Shopify native terms are configured inside Shopify B2B company records. Resolve Pay runs as its own checkout and receivables workflow.

2. Assigning Shopify native payment terms to accounts meant to use Resolve Pay

Resolve’s own documentation says company accounts should remain on No payment terms if those customers are expected to use Resolve at checkout.

3. Assuming payment terms solve credit risk by themselves

A due date is not the same thing as underwriting, buyer approval, or collections management.

4. Launching without testing capture and refund behavior

If you use Resolve Pay in Shopify, test the complete transaction lifecycle inside Shopify before launch.

5. Forgetting the back-office side of the process

B2B checkout is only one part of the workflow. Merchants also need invoicing, reconciliation, customer communications, and collections support. That is why many teams pair checkout with a broader B2B payment terms and B2B BNPL strategy.

Final Verdict

For merchants that simply want to assign deferred-payment terms to known B2B accounts inside Shopify, the native Shopify B2B route can work well.

But for merchants that want a fuller net-terms program inside Shopify, Resolve Pay is the stronger operational fit. It adds a dedicated net-terms checkout experience, supports buyer approval workflows, connects to receivables and collections operations, and fits into broader finance workflows through its accounting and ERP integrations.

That matters most when wholesale growth starts creating back-office complexity. At that point, the question is no longer just whether a buyer can see Net 30 at checkout. The bigger question is whether your team can support underwriting, reconciliation, collections, and cash flow at scale.

That is where Resolve Pay stands out. It turns Shopify net terms from a simple deferred-payment setting into a connected B2B payments workflow built for growth.

Frequently Asked Questions

Does Shopify support net terms natively?

Yes. Shopify supports B2B payment terms through company and company-location settings in Shopify B2B, including several net-period options and deposit requirements.

Can I use Shopify native payment terms and Resolve Pay together for the same buyer?

Not as the same configuration path. Resolve’s Shopify B2B documentation says company accounts using Resolve should be set to No payment terms in Shopify’s native B2B settings.

Does Resolve Pay work inside Shopify checkout?

Yes. Resolve documents a Shopify transaction flow that supports checkout authorization and standard Shopify actions such as capture, cancel, refund, and partial refund.

What does Resolve Pay add beyond a due date?

Resolve Pay adds buyer approval, receivables workflows, payment collection support, and integrations with accounting and ERP systems through its integrations and AR automation products.

What is the best setup for scaling B2B sales on Shopify?

For merchants focused on growth, receivables efficiency, and cash-flow control, Resolve Pay offers a more complete operating model for Shopify net terms than a basic due-date configuration alone.

This post is to be used for informational purposes only and does not constitute formal legal, business, or tax advice. Each person should consult his or her own attorney, business advisor, or tax advisor with respect to matters referenced in this post. Resolve assumes no liability for actions taken in reliance upon the information contained herein.