Bold Net Terms gives you the flexibility to assign different payment terms to each of your customers. The payment terms allow you to extend or shrink the period of time a customer has to pay back their layaway orders.
Note: You need to have a set of payment terms created in order to assign them to a customer. Visit Create Your Payment Terms for more information on how to do this.
To assign a customer their payment terms, please follow these steps:
- From Shopify's admin, select Apps.
- Select Bold Net Terms.
- Select Customers.
- Select Edit Customer beside the customer you want to assign payment terms.
Note: You can search for a specific customer using the search bar and filters.
- Select Payment Info.
- Under "Payment Terms", select the payment terms.
Note: You're also able to attach a credit card to your customer's account using the "Credit Card Information" button.
- Enter a Credit Limit.
Note: This is how much money your customer is able to place on their account before requiring a payment from them.
- Select the account's currency.
Note: Visit Multi-Currency & Cashier Integration for more information on this integration.
- Select Save Changes.