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B2B Strategies11 min readSeptember 14, 2026

How to Accept B2B Wholesale Purchase Orders with Net 15/30/60 Payment Terms in Shopify (Zero Plus Plan Required)

Shopify Plus locks native B2B wholesale features behind a steep $2,000/month plan. Discover how Formpify enables independent merchants on any Shopify tier to accept wholesale purchase orders, enforce Net 15/30/60 payment terms, map custom PO numbers, and generate native Shopify Admin Draft Orders automatically upon submission.

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Formpify Engineering & B2B Solutions TeamEnterprise Commerce Architecture
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How to Accept B2B Wholesale Purchase Orders with Net 15/30/60 Payment Terms in Shopify (Zero Plus Plan Required)
Key Takeaways (TL;DR)
  • Shopify reserves native B2B wholesale catalogs and company accounts exclusively for Shopify Plus plans ($2,000+/month), shutting out high-growth merchants with modest B2B inquiry volumes.
  • Formpify's 'create_draft_order' post-submission engine bridges this gap by directly invoking the Shopify Admin REST API to generate real Draft Orders with zero ongoing Plus transaction surcharges.
  • Merchants can configure customizable B2B payment terms including Net 15, Net 30, Net 60, and Due on Receipt, which automatically attach to the draft order payload.
  • Dynamic field mapping binds corporate customer details, Tax ID / Resale Certificate numbers, custom purchase order (PO) identifiers, and line-item notes straight into Shopify order metadata.
  • Storefront customers receive instant branded confirmation cards displaying their assigned Shopify Draft Order ID (#DRAFT-XXXXX) while the merchant's sales team automatically receives an emailed draft invoice link ready for 1-click completion.

1. The Shopify Wholesale Dilemma: Why Plus ($2,000/mo) Locks Out Growing Brands

For independent brands, scaling beyond direct-to-consumer (DTC) into wholesale retail accounts is one of the highest-margin growth levers available. Corporate buyers, boutique stockists, and institutional clients don't shop with standard credit cards on a consumer checkout. They operate on formal Purchase Orders (POs), credit checks, and deferred payment terms like Net 30 or Net 60.

However, when merchants look into Shopify's native B2B capabilities, they hit an immediate financial wall: Shopify Plus starts at $2,000 per month on annual contracts. For a fast-growing merchant doing $30,000 to $150,000 in monthly wholesale volume, paying $24,000+ a year solely for B2B company accounts and draft invoicing is prohibitive.

As a result, merchants are forced into messy, error-prone manual workarounds: receiving wholesale inquiries via generic contact forms or unstructured emails, manually copy-pasting line items into Shopify Admin to draft invoices, and manually emailing payment links back and forth. This clunky process leads to delayed quote turnarounds, lost wholesale deals, and hours wasted on clerical data entry.

2. How Formpify Draft Orders Work: Native Shopify Admin REST API Integration

Formpify solves this architectural challenge with its newly released B2B Wholesale & Draft Order Engine (v2.2.0). Rather than attempting to force wholesale buyers through a consumer checkout or redirecting them to third-party portals, Formpify integrates directly with the Shopify Admin REST API (/admin/api/2024-01/draft_orders.json).

When a B2B buyer fills out your custom wholesale order form on your storefront:

  • Immediate Server-Side Validation: The Formpify backend parses and sanitizes corporate identity fields, PO numbers, requested SKUs, and billing addresses.
  • Native Draft Order Creation: Formpify securely communicates with your store's Shopify Admin to spawn a genuine Draft Order. It attaches requested product line items, applies negotiated pricing tiers, and records custom corporate notes.
  • Enterprise Confirmation: Instead of a bland "Thanks for your email" alert, the buyer sees a dedicated corporate confirmation card verifying their order reference (e.g. #DRAFT-10492) and acknowledging their Net payment terms.

3. Configuring Net 15/30/60 Payment Terms & Corporate PO Numbers

B2B commerce relies on cash flow flexibility. Formpify provides native configuration toggles directly inside the form builder's Confirmations & Post-Submission Settings:

Formpify B2B Draft Order Parameters:

  • Payment Terms Selector: Choose between Net 15, Net 30, Net 60, or Due on Receipt. This sets the formal payment terms on the generated Shopify draft order.
  • PO Number Field Mapping: Select any text or number field from your form to automatically populate the po_number parameter in Shopify Admin.
  • Customer Note Field Mapping: Map special shipping instructions, dock delivery notes, or packaging requirements straight into the order's customer notes.
  • Automated Order Tagging: Append custom tags such as wholesale, b2b-tier-1, or credit-pending to simplify filtering in your Shopify Admin order list.
  • Direct Invoice Dispatch: Optionally toggle automatic invoice dispatch, triggering Shopify's native transactional email engine to deliver a payment link directly to the buyer's billing department.

4. Step-by-Step Tutorial: Building a B2B Wholesale Order Form in 3 Minutes

Deploying an enterprise-grade wholesale portal on your Shopify store takes less than 3 minutes using Formpify:

  1. Add Essential Corporate Fields: In the Formpify Drag-and-Drop Builder, add fields for Company Legal Name, Purchasing Contact Email & Phone, Resale Certificate / Tax ID (with File Upload), and Purchase Order (PO) Number.
  2. Configure SKU or Quantity Matrix: Use Formpify's Dropdown, Checkbox, or Number Stepper fields to let wholesale clients specify the exact quantities and variants they wish to stock.
  3. Set Submission Action to 'Create Draft Order': Navigate to the Confirmations Tab on the left sidebar. Under "Action after submission", select Create Draft Order. Select your agreed payment terms (e.g. Net 30), map your PO field, and customize your on-screen confirmation banner.
  4. Embed Anywhere with 1 Click: Copy your Formpify embed shortcode or add the Formpify App Block in the Shopify Theme Editor on any page (e.g. /pages/wholesale-order).

5. Automating Invoice Email Dispatch, Customer Tagging & Tax Exemption

Managing wholesale compliance requires rigorous record-keeping. Formpify's multi-file upload field allows merchants to enforce mandatory upload of state resale certificates (W-9, ST-120, or European VAT certificates) in PDF, PNG, or JPG formats. Files are encrypted and stored safely on Formpify's high-speed enterprise CDN storage.

When combined with Formpify's customer auto-creation feature, new wholesale buyers are automatically created in your Shopify Customer database with tags like tax-exempt-pending and wholesale-approved. When your team opens the generated Draft Order in Shopify Admin, all required verification documents and PO identifiers are already attached to the record, enabling 1-click tax exemption toggling and immediate fulfillment.

6. Real-World Case Study: Apex Retail Group's Net 30 Wholesale Workflow

To demonstrate the real-world operational power of this feature, consider Apex Retail Group, a high-volume merchant operating on the Shopify Dawn theme. Previously, their wholesale buyers submitted unstructured requests via email, resulting in an average quote-to-order fulfillment cycle of 48 hours.

By implementing Formpify's B2B Wholesale & Draft Order engine:

  • Wholesale clients submit purchase orders directly through /pages/wholesale.
  • Formpify validates the PO number (e.g. PO-99412) and spawns Draft Order #DRAFT-10492 in Shopify Admin with Net 30 terms within 450 milliseconds.
  • The client immediately sees a professional on-screen confirmation card while their procurement team receives a verified invoice receipt.
  • Apex Retail Group eliminated 15 hours of manual clerical invoicing per week and shortened their order finalization cycle from 48 hours to under 2 hours.

Ready to unlock seamless wholesale orders without paying $2,000/month for Shopify Plus? Install Formpify today and transform your Shopify store into an enterprise B2B sales machine.

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