> For the complete documentation index, see [llms.txt](https://docs.samita.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.samita.io/samita-wholesale-b2b/add-on-features/create-payment-term-for-your-b2b-customers/set-up-invoice-payment-as-payment-method-for-b2b-customers.md).

# Set up Invoice Payment as Payment Method for B2B customers

Invoice Payment lets customers place an order **without paying immediately**. Instead, the app generates an invoice and sends it to them to pay later — a simpler alternative to a full payment term, and a good way to improve conversion for customers who need to arrange payment separately.

## Steps to manage

{% stepper %}
{% step %}

### Open Invoice Payment

Open the app, go to **Add-on Features**, then click **Invoice payment > Setup invoice payment**, and click **Add new invoice payment**.

<figure><img src="/files/GXwyxrPj8aMabj5k6HvJ" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Configure the conditions

* **Status** and **Title** — enable it and give it a name (only visible to you).
* **Customer targeting** — choose **Logged in customers**, **Specific customers**, or **Customer tags**. Tick **Exclude customers** to hide it from certain customers.
* **Apply to Markets** — choose **All markets** or **Specific markets**.
* **Product targeting** — choose **All products**, **Specific products**, **Specific collections**, or **Product tags**, and optionally **Exclude products**.
* **Apply invoice payment based on cart contents** — choose **Only if all items qualify** or **If any item qualifies**.
* **Order conditions** — set a minimum/maximum order amount or quantity that controls when this method is available.
* **Order tagging** — search for a tag to automatically apply to orders created this way, so they're easy to find later.
  {% endstep %}

{% step %}

### Save

Click **Save**.
{% endstep %}
{% endstepper %}

## What customers see

On the cart page or cart drawer, the app shows a **Pay Later** button. When a customer clicks it:

* A draft order is automatically created in Shopify.
* The cart is cleared.
* An invoice is generated and sent to the customer.

The **Pay Later** button always shows once this feature is enabled, alongside the app's other payment-related settings.

{% hint style="info" %}
This same **Pay Later** button is shared by both Invoice Payment and Payment Term — see [Set Priority between Payment Term and Invoice Payment at Cart](/samita-wholesale-b2b/add-on-features/create-payment-term-for-your-b2b-customers/set-priority-between-payment-term-and-invoice-payment-at-cart.md) if you use both.
{% endhint %}

<figure><img src="/files/DmmI78c4OrGiW8iyQX8e" alt=""><figcaption></figcaption></figure>

The customer receives an email notification about their draft order.

<figure><img src="/files/1WKctNf49iBBi6q70yyU" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/v1rf2sOBPnSlqGp0mAgy" alt=""><figcaption></figcaption></figure>

You can then review the draft order and send the invoice from your Shopify admin.

<figure><img src="/files/cuzUQtBzpRnkeDnFdWdx" alt=""><figcaption></figcaption></figure>


---

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