We are planning to use a Charge Me Later app. This allows us to tag net 30 customers so that only customers with terms see the Net 30 payment option in the cart. Net 30 orders come thru as drafts other orders come thru as orders. We mark the Net30 orders as payment pending to create and process orders. We then sync them thru to Quickbooks Online as invoices where we can send electronic invoices and collect ACH payments.
We aren't live yet but would love any feedback people have with this approach.
We are still working to optimize our order processing for net 30 using Shopify and QBO. The issue we had with the apps like charge me later is they take cart processing off our site so we could not run our scripts in the cart. In the end, we just added a manual payment method for Net 30 (or anything you want) and then hide that option in the cart for any customer that isn't tagged for that payment method. It works really well on the front end. Where we have struggle is with invoicing and integrating with QBO because we have bundles and were trying to track inventory in QBO. How that work in QBO creates a lot of complications...….so we are moving to add a separate inventory management. This will make Invoice in QBO really simple and automated. It has been a long journey but we are happy on how ours works on the front end......and our optimizing the back-end but think we will get to where we want to be.