We would like to be able to offer customers 2 different payment options-- either credit card where they pay when they check out, or net 30, where they can pay later.
We have some customers who are already set up in our system who have net 30 terms. Other customers do not. We would like a way to be able to “Tag” customers who should get the net 30 terms so they can see both options at check out (credit card or net 30 option).
For customers without this “tag” they would only see the credit card option.
Is there a way to credit customers into groups with different payment options available to them at checkout? an app that could do this?
Natively within Shopify it’s not possible to toggle instances when a payment gateway will be available vs unavailable. With that said, I’d recommend looking into a pay later app such as this one by Buddy Apps.
With their app you can allow all or specific customers to order instantly, charge them whenever you want (such as Net30). I’d recommend contacting them in regards to their app to see if it’s a good fit for your exact needs.
If there is anything else I can help you with, please let me know.
Similar issue. I want to collect Net 30 but use only my Shipping rates. I have a discount with my carrier. My cc card customers are charged correctly however when Net 30 is applied they do not see shipping price and it has to be manually added? Any ideas or apps to help us achieve this goal?
This is now possible on Shopify Plus, though it works a bit differently than toggling options at checkout.
When a customer is set up as a B2B company with payment terms assigned (Net 30, Net 60, etc.), their checkout experience changes automatically. They don’t see the credit card form. They check out on account and pay later through an invoice. Customers without terms assigned go through the standard checkout with credit card.
So the separation isn’t a choice the buyer makes at checkout, it’s determined by whether their account has terms set. You’d set this up under Customers > Companies, create the company, and assign payment terms to their location.
For the tagging approach the OP described, where a tag drives who gets which option, that’s not native, but it’s exactly what Payment Customization Functions enable. There are apps on the App Store that let you set rules like “if customer has tag ‘net30-approved’, apply Net 30 at checkout” without writing code.
We can use BeSure Checkout Rules app to create a simple rule for this. For example, here is a video which shows a checkout rule controlling the net terms option on the checkout page. When, for example, “NoTerms” tag is added to a customer, then they do not see net terms option anymore.
This is a good example of why B2B payment methods should be tied to the company, not just the customer tag.
Once a buyer has Net 30 terms, the checkout experience can be different — but there still needs to be a finance rule behind it.
A customer being eligible for Net 30 does not mean they should have unlimited open credit. The checkout should also check whether their current unpaid balance plus this order stays within the company’s approved limit.
That’s the part I’d treat as separate from simply hiding or showing credit card options.