Automatic credit holds at checkout
The fastest way to get an overdue invoice paid is to stop the next order. Terms Due puts late accounts on hold automatically and lifts the hold the moment they pay.
Statement
Harbour and Pine Trading
Net 30
Limit $25,000
Balance owed
$40,120.00
| #1031 | 14 Jul | Paid | $6,200.00 |
| #1038 | 29 Jul | 68 days late | $12,480.00 |
| #1044 | 18 Aug | 34 days late | $9,960.00 |
| #1047 | 12 Sep | 9 days late | $8,420.00 |
| #1052 | 3 Oct | Not yet due | $9,260.00 |
On hold
The gap in Shopify
When a Shopify B2B invoice goes past its due date, nothing happens to the buyer. They can keep ordering on the same terms, and the only way to stop them is to change their company settings by hand and remember to change them back.
Terms Due runs a checkout rule on every order from a B2B company. If the company is on hold, the order stops before it is placed.
Hold rules you can set
Overdue past a grace period
Hold when any invoice is more than a set number of days late, for example 7 or 14.
Over the credit limit
Hold when the open balance plus the new order would go over the company's limit.
Manual hold
Put any company on hold yourself, with a note that only your team can see.
What the buyer sees
- A plain message at checkout explaining that the account has an overdue balance or is over its limit.
- The amount they need to pay to clear the hold.
- A link to their pay-now page, where they can settle every open invoice in one payment.
As soon as the payment is recorded, the hold lifts and they can place the order.
Questions
Can I let one order through for a held account?
Yes. Release a single order or lift the hold for a set number of days from the company page in the app.
Does a hold stop orders my team creates in admin?
Draft orders you create in Shopify admin are flagged in the app rather than blocked, so you stay in control.
Do held buyers get told before checkout?
Yes. The reminder that marks the point of the hold tells them new orders are paused until the balance is paid.
Related
Credit limits
Set a credit limit for each Shopify B2B company. Terms Due checks open balance plus the new order before checkout, so no buyer runs up more than you agreed.
Read moreEmail and text reminders
Send automatic email and text reminders for Shopify B2B invoices before and after the due date, with a one-tap pay link and firmer wording as invoices age.
Read moreOverdue invoices in Shopify
What Shopify does and does not do when a B2B invoice passes its due date, and how to stop overdue buyers ordering and get paid faster.
Read moreStop chasing wholesale invoices by hand
Install Terms Due, set a credit limit for each buyer and let the app hold, remind and collect.
Install on Shopify