Wholesale Checkout With Net Terms and PO Support

Quick Answer

Yes, a wholesale checkout needs a PO number field and net payment terms available together for buyers whose procurement process expects both. Native Shopify B2B supports PO number capture and net terms of 7 to 90 days on any paid plan, and Wholesale Pricing Discount B2B adds automated payment reminders and early payment discounts, so the combined experience feels complete rather than having one piece work smoothly while the other feels like an afterthought.

Net Terms and PO Support

Net terms and PO number support often need to work together at wholesale checkout, since a buyer submitting a PO for internal approval is frequently the same buyer expecting to pay on net terms rather than upfront, and treating the two as one combined requirement avoids configuring them as disconnected afterthoughts.

This guide treats net terms and PO support as one combined checklist, since a buyer's procurement process typically expects both pieces working together, not as two separately configured features that happen to coexist.

This guide covers exactly what a wholesale checkout needs for net terms and PO support to work together as one coherent buyer experience.

What Does This Combined Checklist Cover?

The combined checklist covers a PO number field visible and capturable at checkout, net payment terms available to qualifying accounts, an invoice that references both the PO number and the correct due date, and payment reminders that complement, rather than duplicate, the buyer's own internal tracking of their submitted PO.

Who Needs Net Terms and PO Support Working Together?

• Wholesalers whose buyers submit a PO as part of requesting net terms
• Businesses currently offering one feature but not the other, creating an incomplete experience
• Sellers wanting checkout to match a buyer's actual internal procurement process
• Distributors wanting invoices that reference both the PO number and the payment term clearly
• Companies wanting automated reminders that reference the PO for the buyer's own reconciliation
• Teams wanting one coherent checklist rather than troubleshooting each feature separately

Why Combining These Two Features Matters for Your Business

• Buyers with a formal procurement process typically expect both features together
• An incomplete combination can create friction even if each feature works in isolation
• Invoices referencing both the PO and due date support the buyer's own reconciliation
• This combined checklist reflects how procurement teams actually think about a purchase
• Getting both pieces right smooths the entire order relationship, not just the initial checkout
• This is often a baseline expectation for larger business buyers, not an advanced feature

For a full breakdown of what Shopify includes natively and where it stops, see our comparison of native B2B versus third-party apps.

How to Set Up Combined Net Terms and PO Support on Shopify

Step 1: Prepare Your Store and Customer Tags

Confirm which accounts need both features together, since not every wholesale buyer has a formal procurement process requiring this combination.

• Identify accounts whose procurement process expects both PO submission and net terms
• Confirm whether these buyers order through self-service checkout or by contacting your team
• Create customer tags for accounts needing this combined configuration

Step 2: Install and Configure Wholesale Pricing Discount B2B

Enable native PO number capture and net terms, then install Wholesale Pricing Discount B2B for payment reminders and early payment discounts that complete the combined experience.

• Confirm PO number capture is enabled at checkout for qualifying accounts
• Set net 15, 30, 45, or 60 terms specifically for these accounts
• Enable automated payment reminders that reference the PO number where relevant

Step 3: Create the Pricing or Discount Rules

Confirm the invoice format displays both the PO number and the exact due date clearly, since either piece missing undermines the combined experience.

• Confirm the invoice references both the submitted PO number and the net term due date
• Set an early payment discount if encouraging faster settlement fits your cash flow goals
• Set order minimums if these accounts should meet a specific threshold

Step 4: Test With a Tagged Test Customer

Test the full combined flow with a tagged test account, submitting a test PO and confirming both the term and PO reference display correctly on the resulting invoice.

• Complete a test checkout with a PO number and confirm the net term applies correctly
• Confirm the resulting invoice displays both the PO number and the due date clearly
• Ask Sidekick which groups have net 30 terms to confirm the setup matches your intended structure

Step 5: Go Live

Once the combined flow tests correctly, publish it live and communicate the complete process clearly to relevant accounts.

• Publish the combined PO and net terms setup to your live store
• Communicate the complete submission and payment process to qualifying accounts
• Monitor the first several combined orders for accuracy

Combined Net Terms and PO Support Examples

Office Furniture Supplier (Office supplies)
Problem: Offered net terms but no PO number field, forcing buyers to submit their PO reference separately by email even though they were already approved for net 30 payment.
Setup: Enabled native PO capture alongside the existing net terms, closing the gap between the two features through Wholesale Pricing Discount B2B.
Result: Buyers submitted their PO and received net terms in one smooth checkout step rather than a split process.

Industrial Equipment Distributor (Industrial goods)
Problem: Had PO number support but no automated reminders tied to the net terms buyers were also using, leading to occasional late payment.
Setup: Added automated payment reminders referencing the PO number, completing the combined feature set.
Result: Late payments decreased once reminders clearly referenced the same PO the buyer's own team was tracking internally.

Read more case studies for our apps.

Best Practices

• Identify accounts whose procurement process genuinely needs both features together
• Confirm the invoice displays both the PO number and the due date clearly
• Set automated reminders that reference the PO for the buyer's own reconciliation
• Test the full combined flow, not each feature in isolation
• Communicate the complete process clearly to accounts needing this combination
• Review the combined setup periodically as buyer requirements evolve

Summary

Net terms and PO number support often need to work together as one coherent checkout experience, since a buyer's formal procurement process typically expects both pieces simultaneously rather than as separately configured features. Treating this as one combined checklist, with an invoice referencing both the PO and the due date, produces a smoother experience than troubleshooting each feature independently. For more on how native tools support both features, see our comparison of native B2B versus third-party apps.

For payment reminders and early payment discounts to complete your combined PO and net terms setup, try Wholesale Pricing Discount B2B.