Credit Guard: B2B Net Terms

Credit limits, checkout credit holds and payment reminders for your B2B net-terms customers

Shopify records payment terms but doesn't enforce them. Credit Guard tracks what each B2B company owes across its net-terms orders and shows it on one dashboard: outstanding balances, overdue companies and upcoming due dates. Set a credit limit per company. A company over its limit or with an overdue balance goes on credit hold and its buyers can't complete a new net-terms checkout — until you clear the balance or turn on bypass for that company.

• Set a credit limit for each B2B company from one table
• Companies over limit or overdue go on credit hold at net-terms checkout
• Per-company bypass toggle when you want to let an order through
• Payment reminders 3 days before the due date, on it, and 3 days after
• Dashboard: outstanding, overdue companies, and what's due in 30 days