How to Track Unpaid Net 30 Orders on Shopify (2026)
To track unpaid Net 30 orders on Shopify, save an Orders filter view for payment status Due. It lists orders that are overdue or due today. Shopify does not collect the payment when the term ends, so you chase each one yourself. Its payment terms page describes no cap on what a buyer may owe, so a cap comes from your own policy or an app. This guide assumes you already set up Net 30 terms and now need to know who has not paid.
Shopify facts below come from the Help Center pages linked in the text, read on November 8, 2026. BSS B2B Solutions makes BSS B2B Solution, the app described in the app sections. This guide is general information, not legal or financial advice.
Key takeaways
- A Due filter view in the Shopify Orders list shows orders that are overdue or due today. It does not show orders that are due next week.
- Net periods start on the day the order is placed, and Shopify does not capture payment when they end.
- A weekly 15-minute routine with four aging buckets is enough for a handful of accounts.
- Shopify's payment terms page describes no credit limit.
- Shopify has a Payment reminder notification for orders with payment terms (Basic, Grow, Advanced and Plus per its plan table). Turn it on, and keep your own email for late buyers.
- BSS B2B Solution Net Terms adds due dates, paid or unpaid status and an overdue list inside the store. The Credit limit add-on adds a cap per buyer. Neither collects the money.
How do you track unpaid Net 30 orders in Shopify?
Use what the Orders list already gives you. Shopify's Help Center page on payment terms suggests creating a filter view that shows only orders with the Due status. In its words, the view shows "all orders that are either overdue or due today". Save it, pin it, and open it every week.
Three more facts from the same page shape the routine:
- All terms start from the day the order is placed, not from the day it ships. Net 7, 15, 30, 45, 60 and 90 are available.
- "Payments aren't automatically captured when the payment terms expire." For a saved card, you charge it by hand in the admin.
- After the terms expire, the buyer can still pay, and the order shows as Overdue in the customer account. The label is something your buyer sees. The Help page does not describe an Overdue filter for you, so the Due view is your list.
For a bank transfer, record the payment on the order in your admin.
One gap matters for a weekly routine: the Due view starts at "due today". An order due on Friday is invisible on Monday. If you want a head start, sort the full Orders list by date and look at orders placed about 25 to 30 days ago.
What does a 15-minute weekly collections routine look like?
Pick one weekday and keep it. The steps below use Monday.
- Minute 0 to 3, Monday: open the saved Due view and export or copy the list.
- Minute 3 to 8: sort each order into an aging bucket (Table 1) by counting days past the due date.
- Minute 8 to 12: act on each bucket as Table 1 says: a friendly email for 1 to 30 days late, an email plus a call for 31 to 60, a call and a pause on new Net 30 orders for 61 and more.
- Minute 12 to 15: record any payment that arrived last week on the order, then note who you promised to chase next Monday.
Table 1. Aging buckets and what to do
| Bucket | Days past due | Action |
|---|---|---|
| Current | Not yet due | Nothing. Watch the ones due within a week. |
| Early late | 1 to 30 | Friendly email with the order number, amount and how to pay. |
| Late | 31 to 60 | Second email plus a call. Ask for a payment date. |
| Seriously late | 61 and more | Stop new Net 30 orders for this buyer until it is settled. Escalate to the account owner. |
Example, made-up numbers. Today is June 15. Five buyers ordered on Net 30:
| Buyer | Amount | Due date | Days past due | Bucket |
|---|---|---|---|---|
| Alder Home | $1,200 | June 20 | 0 (due in 5 days) | Current |
| Birch Gifts | $2,400 | June 12 | 3 | 1 to 30 |
| Cedar Mercantile | $3,100 | June 1 | 14 | 1 to 30 |
| Dune Outfitters | $1,800 | May 3 | 43 | 31 to 60 |
| Elm and Co | $900 | April 10 | 66 | 61 and more |
Totals: $1,200 current, $5,500 in the 1 to 30 bucket ($2,400 plus $3,100), $1,800 in 31 to 60 and $900 in 61 and more. Receivables are $9,400, of which $8,200 is overdue. Money more than 30 days late is $1,800 plus $900, which is $2,700, or 29% of receivables ($2,700 divided by $9,400). That share is the number to watch from week to week. If it climbs, tighten terms for new buyers before you chase old ones.
On Monday, the Due view would show four of the five rows. Alder Home appears on June 20.
How do you remind buyers who are late?
Shopify has payment reminders for orders with payment terms (its Payment reminder notification template in your admin). They are on every plan that has B2B (plan table, read November 8, 2026). Add a plain email of your own for buyers who are already late. Name the order, the amount, the due date and one way to pay.
A template for the 1 to 30 bucket:
Subject: Order #1042 was due June 12
Hi Sam, our records show order #1042 ($2,400) was due on June 12 and is still open. You can pay from your account on our store or send a bank transfer with the order number as the reference. If you already paid, tell me the date and I will match it. Thanks, Dana
Keep the same wording for every buyer. It is fairer, and it is quicker to send. For the 31 to 60 bucket, add the date you will pause new Net 30 orders if the balance stays open.
With BSS B2B Solution Credit limit, the buyer gets alerts at 70%, 90% and 100% of their limit when you turn them on, and you get a daily overdue summary email, sent when the overdue list changes. Both stay off until you switch them on. The buyer alerts are about how much of the limit is used, so also turn on Shopify's Payment reminder and send your own email to late buyers.
How do you cap what a buyer can owe?
Shopify's payment terms page describes no per-buyer limit on what a buyer may owe. You have three options, from lightest to strongest.
Table 2. Three ways to cap exposure
| Way | How it works | Catch |
|---|---|---|
| Written policy and first-order rules | New buyers pay at checkout for the first order. Terms start after you approve the account. You keep a number per buyer in your sheet. | Nothing stops an order. You check by hand. |
| Cart minimum or maximum on a Net Terms rule | A rule in BSS Net Terms can set a minimum or maximum for the cart. | It limits one order, not what the buyer owes in total. It is not a credit limit. The storefront script checks it and there is no server check. |
| Credit limit add-on (BSS B2B Solution) | A limit per customer, tag, company, company location or all logged-in customers. It compares each Pay later order with what the buyer can still use. | Paid add-on. Needs Net Terms first. Not a credit check. Orders you create in Shopify admin or at POS are mostly not counted. |
The Credit limit setup guide shows how the add-on works. It uses three amounts: pending drafts, owed, and available (the limit minus both). New rules start in Warn only, which lets the order through and marks the customer Over limit, so you can see who would be affected before you block anyone.
For the add-on on one page, with screenshots of the admin, see Credit limit in BSS B2B Solution. The Pay later setup it builds on is on the Net Terms feature page.
Example from the feature page, made-up numbers. A buyer has a $500 limit and owes nothing. A Pay later order of $285 leaves $215 available. A second order of $285 is $70 over the limit. In Warn only it goes through and the buyer is flagged. In Block Pay later it is stopped, and the buyer can still pay now at checkout.
What should happen when a buyer is late?
Pause new Pay later orders, keep paying-now checkout open, and tell the buyer the date. Decide this before the first late payment and write it in your terms. A common order of steps: reminder, call, hold on new Pay later orders, then a conversation about a payment plan.
In the BSS Credit limit add-on, two tools support a hold. The overdue block (off until you turn it on) stops Pay later for any customer who has an overdue order, until it is paid. A hold on a single customer blocks Pay later for that customer in every mode. In both cases the buyer can still pay now at checkout, so the relationship does not stop. Tell your buyers about the policy in your terms, because a block that surprises them is a support ticket. A block is your business policy, not a legal remedy.
Spreadsheet, Shopify only or an app: which fits?
Table 3. Which setup fits your stage
| Setup | Choose it if | Watch out for |
|---|---|---|
| Spreadsheet plus the Due view | You have a handful of Net 30 accounts and one person does the routine. | The sheet drifts from Shopify as soon as two people edit it. |
| Shopify only plus a written routine | You have up to a few dozen accounts and the weekly routine takes 15 to 30 minutes. | No cap on what a buyer owes. Turn on Shopify's Payment reminder notification and check it reaches the right contact. |
| Net Terms and Credit limit in BSS B2B Solution | You want due dates, paid or unpaid status, an overdue list and a cap inside the store. | Net Terms needs the BSS Advanced or Platinum plan (not your Shopify plan). Credit limit is a paid add-on on top. |
If you are in the third row, the Net Terms Orders tab lists every Net Terms order with its due date and payment status. You can search by order name or customer email, filter by Due, Not due yet, Due on receipt or Due on fulfillment, and export the list to CSV. Net Terms adds a Pay later button for logged-in buyers who match a rule. By default the order arrives as a Shopify draft order you review. You can switch it to place the order automatically, with payment pending. The Net Terms setup guide has the steps. To see the same idea applied to one store, read how to offer Net 30 to wholesale buyers with the app.
What BSS B2B Solution does not do:
- It does not collect the payment when the term ends. You collect the money the way you do for any invoice.
- It does not send tax invoices. The optional Invoice PDF add-on gives each Net Terms order a PDF order summary, which is not a tax invoice.
- It does not check a buyer's creditworthiness. You decide who gets terms.
- It is not accounting software.
Finance teams that want the whole picture can read Shopify B2B for finance teams.
Limits and common mistakes
- Counting days from the ship date. Shopify's terms start on the day the order is placed.
- Waiting for Shopify to charge. It does not capture payment when the terms expire.
- Treating a cart maximum as a credit limit. It caps one order, not the balance.
- Using the Due view as a forecast. It shows overdue and due today only.
- Forgetting to record a bank transfer on the order, so the buyer keeps getting reminders for an order they paid.
- Expecting Credit limit to count every order. Orders you create in Shopify admin or at POS are mostly not counted, so add that debt by hand with an adjustment.
- Orders placed close together can slip past the Shopify checkout check, because Shopify checkout sees new orders after about 30 seconds or more.
- Blocking buyers without telling them. Put the policy in your terms first.
Payment terms are one part of how wholesale buyers order. For minimums, case packs and the rest, see the order rules and terms hub.
Net 30 collections checklist
- Save a Due filter view in the Orders list and pin it.
- Pick one weekday and 15 minutes for the routine.
- Put each overdue order in an aging bucket.
- Send the reminder that matches the bucket, using one template.
- Record every payment on the order the day it arrives.
- Write down your late payment policy and put it in your terms.
- Decide who may get Net 30 and how much each buyer may owe.
- Review the share of receivables over 30 days late once a month.
- If the routine takes more than 30 minutes, test Net Terms and Credit limit on a development store.
Frequently asked questions
Does Shopify mark Net 30 orders overdue?
Partly. After the terms expire, the order shows as Overdue in the buyer's customer account, and the buyer can still pay. For your own list, Shopify's Help Center suggests a filter view on the Due status, which shows orders that are overdue or due today. The page does not describe an Overdue filter.
Does Shopify collect the payment when it is due?
No. Shopify's Help Center says payments are not automatically captured when payment terms expire. If the buyer saved a card, you charge it by hand in the admin. If they pay by bank transfer, you record the payment on the order in your admin once it arrives.
Can I set a credit limit for a buyer in Shopify?
Shopify's payment terms page describes no credit limit, so plan on a written policy or an app. BSS B2B Solution has a paid Credit limit add-on for Net Terms. It caps the unpaid Net Terms amount per customer, tag, company, company location or all logged-in customers. It is not a credit check.
Can I see all unpaid B2B orders in one place?
In Shopify, the Due filter view lists orders that are overdue or due today, which is the closest native list. It leaves out orders due later. In BSS B2B Solution, the Net Terms Orders tab lists every Net Terms order with its due date and payment status, and you can export it to CSV.
What happens if a buyer does not pay?
The order stays open and keeps showing as Overdue, and the buyer can still pay it. What you do next is your policy: reminders, a call, then a hold on new Pay later orders. With BSS Credit limit you can turn on an overdue block. Write the steps in your terms and ask a lawyer about collection.
Do I need Shopify Plus to track Net 30?
No. Native payment terms, including Net 30, are on Basic, Grow, Advanced and Plus, and the Due filter view works with them. Shopify's Help Center says deposit requirements are available only on Plus. BSS B2B Solution Net Terms needs its own Advanced or Platinum plan, and Credit limit is an add-on on top.
Does an app send the invoice or collect the money?
BSS B2B Solution does neither. It sets the due date, shows each order as paid or unpaid and flags overdue orders. The optional Invoice PDF add-on gives a PDF order summary, which is not a tax invoice. You collect the payment and issue any tax invoice yourself.
Sources
- Shopify Help Center, Setting up payment terms in B2B, read November 8, 2026: term periods, start day, Due filter view, Overdue label, manual capture, deposits on Plus.
- Shopify Help Center, B2B plan features, read November 8, 2026: payment terms and payment reminders on Basic, Grow, Advanced and Plus.
- BSS B2B Solution docs, set up Net Terms, read November 8, 2026: Pay later button, Orders tab, plans.
- BSS B2B Solution docs, Credit limit overview and setup, read November 8, 2026: modes, emails, overdue block, hold, add-on.
If your Monday routine has outgrown the sheet, you can try Net Terms and Credit limit in BSS B2B Solution on the Shopify App Store. Paid plans come with a free trial, and Credit limit has its own 14-day trial.