Selling to business and not collecting pymt

Shopify Discussion

Topic summary

A merchant wants to set up a B2B ordering system where business customers can view products and pricing, place orders, but pay later via Net 30 invoicing instead of at checkout.

Proposed Solutions:

  • Draft Orders: Manually create invoices using Shopify’s built-in feature after customers submit orders through custom forms
  • Order Form Apps: Use apps like Globo Order Form or B2B Wholesale Club to automate order collection without upfront payment
  • Manual Payment Method: Configure “Invoice - Pay Later” option in Shopify’s payment settings
  • Invoicing Integration: Connect with QuickBooks, FreshBooks, or similar tools for automated invoice generation
  • Access Restriction: Use password protection or apps like Locksmith to limit B2B pricing visibility to approved customers only

The recommended approach depends on budget and desired automation level. Simple form-based collection works for basic needs, while wholesale apps with invoicing integration offer better scalability for growing operations.

The discussion remains open for further questions.

Summarized with AI on November 1. AI used: claude-sonnet-4-5-20250929.
1

This is B2B. I would like businesses to be able to view a web page which contains my products and pricing. The customer would not pay however - they would be billed n30. I would need to collect their business contact info & their order. Thanks

2

Hi @krhol

You’re looking for a way to set up a B2B ordering system where businesses can view your products and pricing, place orders, but not pay at checkout. Instead, you want to collect their business details and invoice them with Net 30 terms.

How to Set This Up on Shopify

Since Shopify’s default checkout is designed for immediate payments, you’ll need a workaround to handle Net 30 invoicing. Here’s a step-by-step approach:

1. Use a Draft Order System (Basic Approach)- Shopify’s Draft Orders feature lets you manually create invoices for customers.

  • When a customer submits an order, you can generate a draft order and send them an invoice via email.
  • To collect business details, add custom fields to your cart page or use a contact form (via an app).

2. Create a B2B Order Form (More Automated Approach)

To make the process smoother, use a form-based ordering system instead of a normal checkout. You can do this by:

  • Installing an app like Globo Order Form, B2B Wholesale Club, or Form Builder to let customers submit orders without paying upfront.
  • Customizing a Shopify page to display your products with a simple “Request an Order” button.
  • Using Shopify Plus (if applicable) for custom B2B solutions like a separate storefront.

3. Set Up Net 30 Invoicing

Since you need to bill customers later, integrate a system that allows for invoice payments:

  • Use Shopify’s manual payment method: Go to Settings > Payments > Manual Payment Methods, and set up an option like “Invoice - Pay Later.”
  • Use an invoicing app like QuickBooks, FreshBooks, or Shopify’s Order Printer to send automated invoices.
  • If you want to auto-charge businesses after 30 days, consider a payment gateway that supports invoicing (e.g., PayWhirl or ReCharge).

4. Restrict Access to B2B Customers Only

If you don’t want regular consumers to see wholesale pricing, you can:

  • Use a password-protected page for B2B customers.
  • Install Locksmith or B2B Wholesale Club to restrict access based on customer tags.

Final Thoughts

The easiest method depends on your budget and technical preferences. If you’re looking for a simple setup, a custom form or draft order method works fine. But if you want automation and scalability, a wholesale app with invoicing integration is a better long-term solution.

If you need any other assistance, feel free to reply and I will try my best to help.

Best regards,

Daisy