Set up net payment terms

In each customer group, you are presented with the option to allow for a net payment term.

Step 1: Check the Net payment term box and click on More settings

You should see a pop-up screen to fill out more details:

Step 2: Select payment terms

Here you can select a payment term for this customer group. Once selected, every customer in this group will be able to purchase on that payment term (e.g. net30)

Step 3: Create a form to purchase on a net term

3.1. Navigate Form -> Net Terms information form

3.2. Customize your form

Here you can customize the form for your customers to see, which is displayed when they want to check out on a payment term

3.3. Assign the customized form to your customer groups

Here you select which customer group(s) will see the form you just customized. Note that customers who can pay on a net term, but have no assigned custom form will see the default one.

The default form will have only Shipping address and Billing address fields.

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If you need help with the app, feel free to reach out to us at [e-mail] or send us a message via the in-app chat box.