Set payment terms on a draft order in Shopify
Some buyers pay on terms, not at checkout. Payment terms set the date payment is due on an order, so the buyer gets the goods now and pays later. This tutorial sets Net 30 terms on a draft order for Northgate Outfitters, invoiced 11 November 2026, so payment is due 11 December 2026.
Written · Shopify admin, desktop steps · 5 minutes read
The worked example
| Customer | Northgate Outfitters |
| Payment terms | Net 30 |
| 12 × Summit Hoodie, $45.00 | $540.00 |
| 2 × Trail Crew Tee, $28.00 | $56.00 |
| Subtotal | $596.00 |
| Shipping | $25.00 |
| Total before tax | $621.00 |
| Payment due | 11 December 2026 |
Download the terms record: payment-terms-record.csv (95 bytes).
The lines for the Net 30 order, with the due date. The two line totals add to the $596.00 subtotal in the slip above.
1Open Drafts and create the order
From your Shopify admin, go to Orders, then Drafts, and click Create order. Add the Northgate Outfitters customer and the company location. When a draft has a company location, the payment term for that location is set automatically, so check whether one is already there before you pick your own.
2Add the twelve hoodies
Click Product, search for the Summit Hoodie, select it, set the quantity to 12, and click Done. Twelve hoodies at $45.00 is $540.00.
3Add the two tees
Click Product again, search for the Trail Crew Tee, select it, set the quantity to 2, and click Done. Two tees at $28.00 is $56.00. The subtotal is now $596.00.
4Add the $25.00 shipping rate
Add a shipping rate of $25.00. The total before tax is $596.00 plus $25.00, or $621.00.
5Set payment due later with Net 30 terms
In the Payment section, select Payment due later. From the Payment terms drop-down menu, select Net 30. The Net 30 term starts from the day the order is created, so an order created 11 November 2026 is due 11 December 2026. The available terms are Net 7, 15, 30, 45, 60, and 90.
6Save the draft and send the invoice
Click Save, then send the invoice so the buyer has the total and the due date in writing. After you set the payment terms, you can send an invoice or accept payment for the order. Watch for the due date: nothing in Shopify chases a late Net 30 payment for you.
The arithmetic
| Line | Quantity | Unit price | Line total |
|---|---|---|---|
| Summit Hoodie | 12 | $45.00 | $540.00 |
| Trail Crew Tee | 2 | $28.00 | $56.00 |
| Subtotal | $596.00 | ||
| Shipping | $25.00 | ||
| Total before tax | $621.00 |
The total before tax is $621.00, due 11 December 2026, which is 30 days after the 11 November 2026 invoice date.
Held at the counter
Terms start from the order date, not the ship date. Net 30 counts from the day the order is created. If the goods ship a week later, the buyer still has only the days left to the due date. State the due date on the invoice so both sides agree.
A company location can set the terms for you. If the company location already has payment terms set, the term is set automatically from the location. If you pick a different term on the draft, check that the change is the one you meant to make.
Terms in another currency block the invoice. If the draft is in a local currency other than your store currency and you set payment terms, you cannot send an invoice for it. Then you can only collect payment by credit card or by marking the order as paid.
Sources
- Creating B2B orders using draft orders — Shopify's help pages: draft orders for company customers, purchase order numbers, payment terms, deposit requirements, price locks, and local pickup.
- Creating draft orders — Shopify's help pages: the full create-draft steps, custom items, inventory warnings, reserving items, and the invoice, payment, and payment-terms options.