Net terms discount
Offer wholesale customers a discount for paying before the due date — accelerate cash flow, reduce outstanding receivables and automate payment reminders.
Overview
Net terms discount is an early-payment incentive: the customer pays sooner, you collect cash faster, and the app handles the reminder communications. You define the discount per order, the customer sees it on the invoice, and the offer expires automatically if the deadline passes.
How to use
Step 1: Open the order
Go to App > B2B Purchase, select the company, then open the specific order you want to apply the discount to.
Step 2: Enable early payment benefit
Click Enable Early Payment Benefit, then select Create.
Step 3: Configure the discount
Set the discount parameters:
- Discount type — percentage or fixed amount.
- Expiration date — the deadline after which the discount no longer applies.
- Value — the percentage or amount the customer saves.
Save and the offer is attached to the order.
Step 4: Manage and communicate
- Modify the discount settings at any time before expiration.
- Use Send invoice from the order page to trigger payment reminders that include the discount terms.
Restrictions
The discount cannot be applied to an order if it:
- Is already fully paid.
- Has a custom discount applied at order creation.
- Has reached its due date.
- Is partially fulfilled — except for the unfulfilled portion.
Tips
- Set the expiration date 5–10 days before the standard due date — long enough to incentivise, short enough to actually accelerate cash flow.
- Use fixed-amount discounts for high-value orders and percentages for smaller recurring orders.
- Pair this with automation email so reminders go out automatically as the expiration date approaches.