Offer Net Terms to Wholesale Customers on Shopify
B2B buyers expect to order now and pay later. Wholesale Whale adds Net 7 through Net 90 payment terms to your Shopify store with automatic invoicing, reminders, and overdue notifications.
The Challenge: B2B Buyers Expect Payment Terms
Shopify's native checkout requires immediate payment, but wholesale buyers expect to pay on terms like Net 30 or Net 60.
Managing invoices and payment tracking manually through spreadsheets or email is error-prone and does not scale.
Without automated reminders, overdue payments pile up and cash flow becomes unpredictable.
Different customer groups may need different terms (distributors get Net 60, regular wholesale gets Net 30), adding complexity.
Tracking which customers are on terms, what they owe, and when payment is due requires a system, not a spreadsheet.
How Wholesale Whale Solves This
Step 1: Configure Payment Terms
In Wholesale Whale, create payment term rules tied to customer tags. Assign Net 7, 15, 30, 60, or 90 day terms to different customer groups. For example: "wholesale" gets Net 30, "distributor" gets Net 60.
Step 2: Customers Request Net Terms at Checkout
Eligible customers see a "Request Net Terms" button in their cart. Clicking it creates a Shopify draft order. You can require approval or allow automatic processing.
Step 3: Automatic Invoicing and Reminders
The app sends invoices via email, follows up with payment reminders before the due date, and sends overdue notifications if payment is late. The entire lifecycle is managed automatically.
Key Features
Flexible Payment Windows
Offer Net 7, Net 15, Net 30, Net 60, or Net 90 day terms. Assign different windows to different customer groups based on their tags.
Automatic Invoicing
Invoices are generated and sent via email automatically when a net terms order is approved. No manual invoice creation needed.
Payment Reminders
Automatic email reminders are sent before the payment due date. Overdue notifications follow if payment is not received on time.
Per-Group Terms
Each customer tag can have its own payment term rule. Give your best customers longer terms while keeping newer accounts on shorter windows.
Start Using Net Terms Today
Install Wholesale Whale for free and set everything up in minutes. No credit card required.
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