Using Shopify's Native Payment Terms with WPD Net Orders

Wholesale Pricing Discount B2B's Net Terms feature now syncs with Shopify's Native B2B's Payment Terms feature. 

When you enable the "Enable Shopify native payment terms" option, the Wholesale Pricing Discount B2B app plugs directly into Shopify's built-in net-terms system. Customers see a live due date at checkout, and your Shopify admin gets native due-date tracking, overdue badges, and payment reminders automatically.

What this does

Previously, WPD managed net terms independently of Shopify's payment terms system. That meant no native due-date tracking, no overdue badges, and no built-in payment reminders for net orders.

With this update, WPD maps your existing net term names to Shopify's native payment terms. For example, a term named "Net 30" is automatically matched to Shopify's "Within 30 days" option. Once matched, Shopify takes over all due-date tracking natively.

How to enable it

1. Open WPD → Net Terms settings

   In your Shopify admin, go to Apps → WSH Wholesale Pricing, then navigate to the Net Terms section.
2. Check "Enable Shopify native payment terms."

   Tick the checkbox in the "Shopify Native Payment Terms" card. A permission notice will appear below it.
3. Click on the "Grant permission" button 
   You'll be redirected to Shopify's OAuth screen to authorise the write_payment_terms scope. After approval, you'll be returned to WPD automatically.
4. Verify your term names match Shopify's format

   WPD matches by day count — "Net 15", "Net 30", "Net 60" all map automatically. Custom names that don't contain a recognisable number won't be matched.

What your customers see at checkout

What you see in the Shopify admin

Once an order is placed, Shopify's native payment terms are attached to it. On the order detail page, you'll see a "Payment due later" section with the matched term (e.g. "Within 15 days"), the issue date, and the calculated due date.

From this point, Shopify handles everything natively: the order shows an overdue badge if payment isn't collected by the due date, and Shopify's standard payment reminder emails are triggered automatically — no third-party tooling needed.

Frequently asked questions

1. Is this required? Will anything break if I don't enable it?

   No. This feature is entirely opt-in. Your existing net terms flow continues to work exactly as before if you don't grant the scope.
    

2. What if my term names don't match the "Net X" format?

   WPD extracts the day count from the term name (e.g. "Net 30" → 30 days → "Within 30 days"). If your term name doesn't contain a recognisable number, it won't be matched and no Shopify payment term will be set on those orders. The order still goes through normally.
    

3. Does this affect B2B draft orders created in Shopify admin?

   Yes. When a draft order is created for a customer who has net terms assigned, Shopify's native payment term is automatically set on the draft — you'll see it in the Payment section of the draft order page before creating the order.
    

4. What exactly is the write_payment_terms scope?

   It's a Shopify API permission that allows WPD to set and update payment terms on orders on your store's behalf. It grants no other access beyond payment terms data.
    

5. Where do overdue badges and payment reminders appear?

   These are standard Shopify features — overdue badges appear on the order list in Shopify admin, and payment reminders are sent via Shopify's built-in notification system. WPD doesn't manage or configure these; Shopify handles them entirely once the payment term is set.