Setup and Support
Everything you need to set up Solymar Payment Terms Extended for your B2B company locations, answers to common questions, and how to reach us when something isn't working.
Set up the app
You'll need a Shopify Plus store that uses B2B, with at least one company and company location. On other plans, the app shows a message that it requires Shopify Plus. Setup takes a few minutes.
1. Install and open the app
Install Solymar Payment Terms Extended from the Shopify App Store, then open it from Apps in Shopify admin.
2. Let setup add the app's fields
The first time you open the app, setup adds its payment terms fields to your company locations:
- "Payment terms type", "Payment terms (days)", and "Payment terms deposit (%)" are pinned, so you can also see and edit them on each company location page in Shopify admin.
- "Payment terms day of month" and "Payment terms cutoff day" aren't pinned. Set those in the app.
Nothing changes at checkout yet: a location only gets new terms once you give it some.
3. Set each location's terms
Go to the app's Locations page. Open a location, pick a term type, fill in the days or day of the month, and add a deposit if you want one. To set many at once, select up to 50 locations on a page and edit them together. The editor previews the due date before you save.
4. Check the Home page
Back on Home, make sure the status switch is on. Home shows how many locations have extended terms and which terms are in use, and points out invalid values and any Shopify deposit that would no longer apply.
From then on, when a buyer checks out for a location you've set up, the order gets its payment terms, due date, and deposit automatically.
Term types
Each company location gets one of these. Due dates count from the day the order is placed, in your store's time zone.
- Net days: due a set number of days after the order, from 1 to 3650. A Net 120 order placed on March 1 is due June 29.
- Net days EOM: due a set number of days after the end of the order's month. A Net 30 EOM order placed on March 10 is due April 30.
- End of month: due on the last day of the order's month. An order placed on the last day itself is due at the end of next month.
- End of next month: due on the last day of the month after the order.
- Day of next month: due on a set day of next month, from the 1st to the 31st. When next month is shorter, the due date moves to its last day, so for a March order, the 31st becomes April 30.
- Shopify's payment terms: the app leaves this location alone and Shopify's terms and deposit apply. Its values in the app are kept, not deleted, so you can switch back later.
Locations you haven't set up in the app also keep Shopify's payment terms and deposit.
Deposits
As with Shopify's own payment terms, any term type in the app can carry a deposit from 1 to 99%. The deposit is collected at checkout, and the balance is due on the due date.
One thing to know: when the app sets a location's terms, the app's deposit is the one that applies, in place of any deposit set for that location in Shopify. So nothing changes by surprise, the editor starts from the location's Shopify deposit, and the Home page points out any location where a Shopify deposit would no longer apply.
Cutoff day
For the month-based types (Net days EOM, End of month, End of next month, and Day of next month), orders placed after the cutoff day count as next month's. With a cutoff of the 25th, a Net 30 EOM order placed on March 27 is due May 30 instead of April 30.
Set a store-wide default in Settings. Out of the box there's no cutoff. Each location can then use the store default, have no cutoff, or use its own day from the 1st to the 28th.
Needs attention
If a location holds a value the app can't use, like "Net 60" typed as text, 0, or a number of days over 3650, the app ignores its terms and lists it as needs attention. That location keeps Shopify's payment terms until you fix the value, so an order never gets a wrong due date.
This mostly happens when values come from somewhere else, such as an ERP or a value typed on the location page. Filter the Locations page by "needs attention" to find them.
The app's pages
- Home: the on/off switch, how many locations have extended terms, the terms in use, and notes on invalid values and any Shopify deposit that would no longer apply. Turning the switch off pauses extended terms everywhere; your values stay put.
- Locations: every company location in a searchable list, 50 per page, with filters for "needs attention" and deposits. Each row shows the location's terms and its next due date. Edit one, or select up to 50 and edit them together.
- Settings: the store's default cutoff day, and where days and deposits are stored.
Using your ERP's metafields
By default, days and deposits are stored in the app's own fields. If an ERP or another system already writes them to company location metafields, link those instead in Settings. The app lists the metafields that can hold a number (integer, decimal, or single-line text) and shows sample values before you link one, so you can check they look right.
When you switch where values are stored, the app can copy values into locations that are empty in the new field. It never overwrites a value that's already there. Once linked, the values are read at checkout and written back when you edit terms in the app.
Billing
Solymar Payment Terms Extended has one plan, Standard, at $39 per month, with a 14-day free trial. It's billed through Shopify, so the charge appears on your regular Shopify bill, and Shopify handles payment.
If the plan lapses, extended terms pause: B2B checkouts use Shopify's payment terms. Your settings and every location's terms are kept, and extended terms resume automatically when the plan is renewed.
Uninstalling
When you uninstall, Shopify removes the app's payment customization, so checkout goes back to Shopify's payment terms right away. From then on, B2B orders use whatever terms and deposit each company location has in Shopify.
Getting help
Email apps@solymardigital.com. To get you an answer faster, include:
- your store's address (the one ending in .myshopify.com),
- the company and location you're looking at,
- what you expected and what happened instead, and a screenshot if you have one.
Questions and answers
Which Shopify plan do I need?
Shopify Plus, with B2B set up (companies and company locations). Setting payment terms at checkout through an app is a Shopify Plus feature, so the app is built for Plus stores. On any other plan, the app simply shows a message that it requires Shopify Plus.
Does it change checkout for my regular customers?
No. The app only acts on B2B checkouts, where the buyer is ordering for a company location. Regular customer checkouts are left alone. B2B locations you haven't set up in the app keep Shopify's payment terms and deposit, so you can start with one account and add the rest when you're ready.
Which payment terms can I set?
Five types, set per company location: Net days (any number, like Net 14, Net 120, or Net 365), Net days EOM (days after the end of the order's month), End of month, End of next month, and a set day of next month, like the 15th. Any of them can carry a deposit, and a location can also stay on Shopify's terms.
Can I ask for a deposit?
Yes. As with Shopify's own payment terms, any location's terms in the app can include a deposit from 1 to 99%, collected at checkout, with the balance due on the due date. When the app sets a location's terms, its deposit applies in place of one set in Shopify. The editor starts from the location's Shopify deposit, and the Home page points out any that would no longer apply.
Can I use fields my ERP already fills in?
Yes. In Settings, link the days and deposits to existing company location metafields, such as ones your ERP writes. The app shows sample values before you link. When you switch, it can copy values into locations that are empty, and it never overwrites. Linked values are read at checkout and updated when you edit terms in the app.
How do I get help if something isn't working?
Email apps@solymardigital.com. Support comes from Solymar Digital, the studio that built the app, so you hear back from someone who knows how it works. We answer every message, usually within one to two business days. Include your store's .myshopify.com address and the company location you're looking at.
How does the cutoff day work?
For the month-based terms, orders placed after the cutoff day count as next month's. With a cutoff of the 25th, a Net 30 EOM order placed on March 27 is due May 30, not April 30. Set a store-wide default in Settings, then let each location use it, have no cutoff, or use its own day from 1 to 28.
From what date is the due date counted?
From the day the order is placed, in your store's local time zone. A Net 120 order placed on March 1 is due June 29, and a Net 30 EOM order placed on March 10 is due April 30. The app's Locations page shows each location's next due date, so you can check a setup before a buyer orders.
Why is a location marked "needs attention"?
One of its values isn't something the app can use, like "Net 60" typed as text, 0, or a number of days over 3650. Until you fix it, that location keeps Shopify's payment terms, so no order gets a wrong due date. Filter the Locations page by "needs attention" to find them all, then edit each one there.
What happens if my plan lapses?
Extended terms pause, and B2B checkouts use Shopify's payment terms until the plan is active again. Nothing is lost: your settings and every location's terms are kept, and extended terms resume automatically as soon as the plan is renewed.
What happens if I uninstall the app?
Checkout goes back to Shopify's payment terms right away, because Shopify removes the app's payment customization when you uninstall. From then on, B2B orders use whatever terms and deposit each company location has in Shopify. If you plan to reinstall later, check each location's terms in the app once it's back.
What data does the app store?
Very little. The app's own database keeps your store's domain, name, and Shopify plan, plus a copy of each privacy request Shopify sends it. Every location's terms and the app's settings live in your own Shopify store. Checkout runs inside Shopify, so no order details reach us. The privacy policy has the full details.
Still stuck?
Send a note with your store's address and what you're seeing, and we'll look into it.