# Create Payment term for your B2B customers

With **Payment term** feature, **Sami Wholesale Pricing** allows your B2B customers to pay for the order later or on a specific date in the invoice you send to them instead of paying immediately on the checkout page.

Once the feature is activated, a **Pay later** button will be placed on the cart page of your store. Click on the button, the app will create draft order and clear the cart:

<figure><img src="https://810149679-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7AXvWN0Sv4Sg8s2aVRWp%2Fuploads%2F5AsSRcGamhLuGAL7KS3i%2Fimage.png?alt=media&#x26;token=5bf5ea94-f6dc-4444-9dc3-7a0fa68b5a76" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The draft order created by this Payment term will have the **discounted price applied** when you view in **Shopify Draft Orders**
{% endhint %}

To know how to set it up, kindly follow the below guidelines.&#x20;

### **Step to manage:**

1. From the **App Dashboard page** > Go to the **Add-on features** page > Navigate to the **Payment term** section > **Set up payment term:**

<figure><img src="https://810149679-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7AXvWN0Sv4Sg8s2aVRWp%2Fuploads%2FxyjlgoeOpm6v8RQGCaLo%2Fimage.png?alt=media&#x26;token=1580e633-555b-4a04-9d7f-bf6d38ec8000" alt=""><figcaption></figcaption></figure>

2. On the **Payment term** page, click **Add new payment term:**

<figure><img src="https://810149679-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7AXvWN0Sv4Sg8s2aVRWp%2Fuploads%2FTIIYZFVC5Ae08e3qBZgb%2Fimage.png?alt=media&#x26;token=df5ebe1c-aed5-464e-8e33-694d5c9698fa" alt=""><figcaption></figcaption></figure>

3. Starting to configure.&#x20;

* **Status:** Enable the payment term and set up name for it

<figure><img src="https://810149679-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7AXvWN0Sv4Sg8s2aVRWp%2Fuploads%2FFnbIwAFX4lP1PFbB9S5a%2Fimage.png?alt=media&#x26;token=5c6a2d11-2721-4f22-a5b7-9554e2e1f6d6" alt=""><figcaption></figcaption></figure>

*If you have more than one payment term, you will be able to set **Priority** for the term you want:*

<figure><img src="https://810149679-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7AXvWN0Sv4Sg8s2aVRWp%2Fuploads%2F4q74rqS1TBkwqzlfBchD%2Fimage.png?alt=media&#x26;token=604ab71f-dd69-408c-9535-fdb7495191aa" alt=""><figcaption></figcaption></figure>

* **Payment term:** Choose the term type you want the customers to have when paying for the order. They can pay on a specific date or pay within an amount of time:

<figure><img src="https://810149679-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7AXvWN0Sv4Sg8s2aVRWp%2Fuploads%2FAAdQoA1IDxDFohgqzRpX%2Fimage.png?alt=media&#x26;token=26f6e11c-f69d-4981-b70b-2916e6e325dd" alt=""><figcaption></figcaption></figure>

* **Customer targeting:** Choose type of customers you want to apply this payment term to. For logged-in customers or tagged customers, you also can manually select customers from Shopify Customers list:

<figure><img src="https://810149679-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7AXvWN0Sv4Sg8s2aVRWp%2Fuploads%2FsHVbtxCvq1zVVqIWY2Zh%2Fimage.png?alt=media&#x26;token=a83ed012-ac92-4800-9239-efe36f3648cb" alt=""><figcaption></figcaption></figure>

* **Product targeting:** Select which products will have this term applied, you can select products or collections:

<figure><img src="https://810149679-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7AXvWN0Sv4Sg8s2aVRWp%2Fuploads%2FI15XL3WRyeu3NS6S1gdS%2Fimage.png?alt=media&#x26;token=ce3b364b-84cc-4f80-8916-ffda808a542c" alt=""><figcaption></figcaption></figure>

&#x20;

* **Apply payment terms based on cart condition:** The payment term is applied if either one item in the cart or all items in the cart satisfy the condition (product targeting):

<figure><img src="https://810149679-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7AXvWN0Sv4Sg8s2aVRWp%2Fuploads%2FEN17TswWt5yUAuyQu5Fi%2Fimage.png?alt=media&#x26;token=26e99997-b12d-406b-a9a4-d4c98c1c460d" alt=""><figcaption></figcaption></figure>

* **Order conditions:** The payment term is applied if the order value reached a specific amount. You can set up minimum order amount or maximum order quantity in this setting.&#x20;

<figure><img src="https://810149679-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7AXvWN0Sv4Sg8s2aVRWp%2Fuploads%2FdRu90shYpKCgKmFvgQgp%2Fimage.png?alt=media&#x26;token=5cf91aca-216d-4a40-a03e-679c125bf428" alt=""><figcaption></figcaption></figure>

&#x20;

* **Order tagging:** Automatically add a tag to the draft order once it’s created to recognize which order is set to pay later. The tag should be created in Shopify first, then it will be in the below list:

<figure><img src="https://810149679-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7AXvWN0Sv4Sg8s2aVRWp%2Fuploads%2Frbphxet4gIuuNZTgfkWq%2Fimage.png?alt=media&#x26;token=99247977-43d2-4089-bafa-6bda6cf1e4a5" alt=""><figcaption></figcaption></figure>

4. After finishing, click **Save**.&#x20;

You can design the **Payment term button** in other settings in the app. Kindly follow this [**document**](https://help.samita.io/docs/samita-wholesale-pricing/payment-term/customize-payment-term-button/) to know how.&#x20;

> ### **Need support?**
>
> If you do encounter any difficulty while proceeding these steps, don’t show any hesitation to contact us promptly via the email address [support@samita.io](https://help.samita.io/support@samita.io)
