Offer invoice payment terms on PrestaShop with group rules, credit limits and balances
B2B Deferred Payment Terms is a module for PrestaShop stores that gives approved business customers payment by invoice, measures each order against their credit limit and shows the credit still available before they buy. Installation creates ready payment terms, and assigning the first customer group and limit takes only a few minutes.
Trade credit works when the commercial agreement follows the customer from checkout to collection. The buyer needs to know which terms apply and what remains available, while the merchant needs the new cart measured against every unpaid invoice before accepting another order.
The module keeps group policies for broad customer segments and individual settings for negotiated accounts. You set access, payment term, credit limit and an internal note per customer, then refine eligibility by order value, quantity, products, categories and shop. The method appears only when the account and current order meet those conditions.
Terms carry their own names and descriptions in every store language, use a number of days or an end of month date, and reach the confirmation, email and invoice together with the due date and payment instructions. Scheduled reminders, overdue sequences, customer statements and a receivables dashboard continue the same process after the order.
The benefits are more B2B orders without manual approval, credit limits enforced before the sale, fewer late payments and a clear balance for the customer and finance team.
What does B2B Deferred Payment Terms manage from order to collection?
B2B Deferred Payment Terms turns an agreed B2B payment arrangement into a controlled payment by invoice process inside the store. It decides who receives the option, measures the order against current exposure, records the agreement and gives the finance team the tools to collect what is due.
- Buyer clarity: available credit, outstanding balance and applicable terms before the order.
- Customer policy: group defaults with individual access, limits, terms and notes.
- Order scope: conditions for value, quantity, products, categories and shop.
- Documents: one agreed due date and payment instructions across confirmation, email and invoice.
- Collection: reminders, overdue sequences and customer statements.
- Receivables control: aging, alerts, exports, payment history and an audit trail.
The first setup uses ready terms, one customer group and a credit limit. Detailed rules remain available as the B2B policy grows.
What does the buyer know before placing the order?
Payment by invoice appears only for an authorised account. Beside the available terms, the buyer sees the current unpaid balance and the exact credit still free for another purchase, so the commercial boundary is clear before the order is submitted.
The module adds the new cart to the existing exposure and evaluates the result once more as the order is placed. Credit is reserved as part of that decision, amounts from different currencies are converted into the store currency and two simultaneous carts do not spend the same remaining allowance. If the order falls outside the limit, the invoice option stays unavailable while the store's other payment methods remain unchanged.
Which customers receive payment by invoice?
Customer groups provide quick defaults for wholesale, distributor or key-account segments. An individual customer record then takes priority for access, payment term and credit limit when a negotiated agreement differs from the group, and an internal note keeps the reason visible to the sales and finance teams.
Eligibility also follows the commercial risk. Minimum order value and quantity, included or excluded products and categories, currency, country and shop narrow the option to the orders covered by the agreement. A customer belonging to several groups receives one ordered list without duplicate terms, while every condition is validated again when the order is created.
How does the agreed term reach the order and invoice?
Each payment term has its own name, description, colour and order in every store language. It uses a fixed number of days or an end of month rule, and the buyer selects from the terms assigned to the account. Ready terms make the first launch quick, while custom terms reflect negotiated contracts.
Order confirmation, the dedicated message and the invoice carry the selected term, exact due date, amount and merchant-configured bank details. The agreed wording and calculation are saved with the order, so a later edit to the term does not rewrite an older sale. The customer and staff therefore work from the same instruction and the same deadline.
How are upcoming and overdue invoices followed up?
Multilingual reminder sequences run before and after the due date. The merchant sets the timing and wording for a friendly advance notice, a due-date message and escalating overdue notices. The module records every attempt in the delivery history, retries a failed message and prevents the same step from being sent twice.
The customer account shows open invoices, payments, due dates and a running balance. A statement covers a selected period, opens online, downloads as a PDF and follows a monthly email schedule. Customers reconcile their account without asking for a list, while the finance team sees which overdue case is waiting for its next action.
What does the finance team control each day?
The receivables dashboard groups balances by age, shows outstanding and overdue totals, credit extended, on-time payment rate, top debtors and recent activity. Filters lead from the totals to the underlying orders, while exports supply the selected period, shop and payment state for accounting or collection work.
Marking an invoice paid records the effective date, employee and note and moves the order from its waiting state. Cancellations, refunds and payment-state changes reconcile the balance automatically, and the audit history keeps policy changes, messages and payment corrections. Each shop uses its own terms, limits and reports or deliberately shares a policy, giving a small team a quick start and a larger operation precise control.
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Referencemprpaymentterms
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In stock2147483647 Items
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PrestaShop CompatibilityPS 1.7 – 9.x
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Pricing ModelOne-time Purchase
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Module TypeFront & Back-office
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GDPR RelevantNo
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Business GoalBoost Conversions
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External Account NeededNo
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Module ComplexityFeature-Rich Module
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Customer Journey StageConvert to Buyers
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Works With PlatformNo External Platform
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Adds a Pay by Invoice checkout option for approved B2B customer groups. Your store can offer due-on-receipt or Net 15/30/60/90 style invoice terms, enforce group credit limits, and track unpaid or overdue invoice orders from the Back Office.
Have a question about this product?
Our experts are here to help. Ask anything about installation, compatibility, or specifications.
1321
questions
9
categories
2014
building modules since
1.6–9
PrestaShop versions
v1.0.102026-05-27
- Addedcomplete FR/DE/ES/IT/PL translations
- FixedReplace Tools::displayPrice with PriceFormatter compat wrapper
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Works Well With B2B Deferred Payment Terms
Modules our team genuinely pairs with this one, and exactly why each belongs in the same setup.
Complement
A merchant offering B2B Deferred Payment Terms already serves business buyers, giving eligible logged-in customers an invoice-style checkout with Net 15, Net 30 or Net 60 terms within configured credit rules. Those buyers think in ex-VAT figures, yet a default PrestaShop store often shows tax-included prices that read awkwardly to a trade audience.
Tax Display Switcher is a separate tool that lets visitors choose tax-included or tax-excluded prices while browsing, with toggle, button or dropdown styles and a configurable default, without changing your real tax rules or checkout calculation. It handles presentation only.
Running both means the pay-later customers you already approve can also choose to see prices the way a business expects to read them. The terms module handles how they pay and the switcher lets them pick how prices look, two complementary tools that together make the store feel built for trade rather than retrofitted from a consumer default.
Governance
A merchant running B2B Deferred Payment Terms extends real financial trust, letting approved business customers checkout on invoice terms within credit limits. Before treating a buyer as a genuine business, though, you usually want their VAT details confirmed, which the terms module itself does not do.
Automatic EU VAT Checker is a separate governance tool that validates EU VAT numbers through VIES, gives live feedback on address pages, can require a VAT number when a company name is entered, caches results and stores validation details for later review. It handles checking, independently of any payment decision.
Used alongside each other, the VAT checker keeps a documented validation record while the terms module manages the pay-later option, with approval of terms remaining your own manual decision rather than anything the checker grants. A merchant gets cleaner B2B onboarding and a clearer paper trail, two complementary tools each doing its own job.
Workflow
A merchant using B2B Deferred Payment Terms takes on orders that are not paid up front, which means each invoice-terms order carries follow-up work, chasing fulfilment, tracking who owns the next step and keeping internal notes. The terms module sets up the payment option but does not run the back-office handling afterwards.
Advanced Order Workflow is a separate tool that adds a shared Back Office workspace with teams, custom workflow statuses, assignments, internal comments, mentions, attachments, reminders, notifications and reporting, mapping native order states to responsible teams. It organises the work that happens after an order is placed.
Working alongside each other, the terms module decides how a business buyer pays and the workflow module helps your team manage the order once it exists. A merchant handling pay-later B2B orders gets clearer ownership and follow-through, two complementary tools that together reduce the chance an invoice-terms order slips through the cracks.
Measurement
A merchant offering B2B Deferred Payment Terms is comfortable with orders that settle later, but deferred payment makes the financial picture harder to read, since turnover and actual cash position drift apart. The terms module manages the checkout option, not the finance reporting around it.
Financial Revolution is a separate finance tool that connects native invoices, corrections, proformas, expenses, VAT validation, tax reports, partners, numbering, templates and accounting exports inside the Back Office, helping owners and agencies see more than turnover. It does its own bookkeeping-oriented job.
Run alongside each other, the terms module shapes how business buyers pay while Financial Revolution gives you the invoicing and reporting workspace to make sense of those orders, with no automatic receivables data passing between them. A merchant carrying pay-later orders gets a clearer financial view and the payment flexibility separately, two complementary tools in the same B2B operation.
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