Approve wholesale buyers, set net terms and credit limits, get paid on time.
A wholesale registration form on your storefront, one-click approvals into a native Shopify company, net terms and credit limits enforced at checkout, and receivables that chase themselves. Built on the company accounts and payment terms you already have, on any paid Shopify plan, no Plus required.
From application to paid, in one place.
Four steps replace the manual wholesale grind. Each one hands off to the next, so an approved buyer becomes a paid invoice without you touching a spreadsheet.
Apply
Buyers apply through a branded wholesale registration form on your storefront, with spam protection and tax-ID capture built in.
Approve
One click creates a native Shopify B2B company account with payment terms and a credit limit. No manual admin work.
Enforce
The credit limit is enforced at checkout by a Shopify validation function, so an over-limit order is stopped before it is placed.
Get paid
Track accounts receivable with aging, send branded statements, and let automatic reminders chase overdue invoices.
The five pieces that turn net terms into paid invoices.
From the wholesale registration form to the final reminder, TermFlo covers the whole lifecycle, on any paid Shopify plan.
Credit limits enforced at checkout
A Shopify checkout validation function blocks orders that would push a company past its credit limit. The check runs at checkout itself, so an over-limit order is stopped rather than discovered later.
Automatic payment reminders
Dunning that runs itself. Friendly reminders before due dates, firmer nudges after, on a cadence you control.
Storefront application form
A branded, spam-protected wholesale registration form embedded in your theme. Buyers apply where they already shop.
One-click approvals
Approve an applicant and TermFlo provisions the native B2B company, contact, payment terms, and credit limit automatically.
Receivables dashboard
Aging buckets, branded customer statements, and overdue tracking. Your whole accounts-receivable picture in one view.
Start free. Pay only as your wholesale program grows.
Every plan works on any paid Shopify plan, Basic to Plus. Upgrade when you're ready to enforce limits and automate receivables.
Free
Run your first wholesale accounts.
Free forever
Get started free- Up to 5 wholesale customers
- Branded application form
- One-click approvals
- Native B2B company creation
- Email support
Growth
The complete back office.
billed monthly
Start 14-day trial- Everything in Free, plus
- Unlimited customers
- CSV import
- Tax-ID verification
- Credit limits enforced at checkout
- Receivables dashboard + aging
- Branded statements
- Automatic payment reminders
- Priority email support
14-day free trial on all paid plans · no credit card to start · cancel anytime
Questions about net terms, credit limits, and plans.
The essentials on plans, native B2B, and how TermFlo fits into your Shopify store.
Do I need Shopify Plus?
No. Native B2B, meaning company accounts and payment terms, is available on every paid Shopify plan, from Basic to Plus. TermFlo works on all of them.
Does this create real Shopify B2B companies?
Yes. Approving an application creates a native Shopify B2B company with its contact, location, and payment terms. Everything lives in your Shopify admin, not a separate silo.
How are credit limits enforced?
A Shopify checkout validation function blocks any order that would push a company past its credit limit. The check runs inside Shopify's checkout rather than in your admin afterward, so the order is stopped before it is placed.
Can I set different net terms and credit limits per customer?
Yes. Every company account gets its own payment terms, from Net 7 to Net 90, and its own credit limit. You set both when you approve the application, and you can change them any time from the receivables dashboard.
What happens when a buyer goes over their credit limit?
Their order is blocked at checkout with a clear message asking them to settle the outstanding balance first. Available credit updates automatically as orders are placed and invoices are paid.
Can I import my existing wholesale customers?
Yes. Growth includes CSV import, so you can bring existing company accounts and opening balances in at once instead of re-entering them by hand.
How do the payment reminders work?
TermFlo sends automatic email reminders before and after each due date (dunning), on a cadence you set. You choose how many go out and how far past the due date they run, so an invoice keeps getting chased until it is paid.
What's included in the free plan?
Up to 5 wholesale customers with the branded application form and one-click approvals. That is enough to onboard your first accounts before you upgrade to enforce limits and automate receivables.
Extend net terms without becoming a bank.
Start free, approve your first wholesale company today, and turn payment terms into paid invoices, all inside Shopify.