{"id":3776,"date":"2025-07-22T22:15:37","date_gmt":"2025-07-23T06:15:37","guid":{"rendered":"https:\/\/wholesalehelper.io\/blog\/?p=3776"},"modified":"2025-07-22T23:27:49","modified_gmt":"2025-07-23T07:27:49","slug":"enable-purchase-orders-in-shopify","status":"publish","type":"post","link":"https:\/\/wholesalehelper.io\/blog\/enable-purchase-orders-in-shopify\/","title":{"rendered":"How To Enable Purchase Orders In Shopify? [2025]","gt_translate_keys":[{"key":"rendered","format":"text"}]},"content":{"rendered":"\n<p>If you&#8217;re operating a <strong>B2B Shopify store<\/strong>, selling to <strong>wholesale buyers<\/strong>, government entities, educational institutions, or large corporate accounts, the question &#8220;Can we pay by <strong>purchase order (PO)<\/strong>?&#8221; is likely a frequent one. While Shopify doesn&#8217;t offer a native &#8220;PO&#8221; payment method out of the box, there are robust and reliable ways to simulate it effectively. This guide will walk you through how to enable <strong>purchase orders in Shopify<\/strong>, clarify what <strong>POs <\/strong>are, identify who uses them, and demonstrate how to manage them efficiently <em>without<\/em> needing a Shopify Plus subscription.<\/p>\n\n\n\n<div class=\"wp-block-stackable-notification stk-block-notification stk-block stk-107bbab is-style-default\" data-v=\"2\" data-block-id=\"107bbab\"><style>.stk-107bbab {margin-bottom:0px !important;}.stk-107bbab-container{background-color:#f0e7fa !important;}.stk-107bbab-container:before{background-color:#f0e7fa !important;}<\/style><div class=\"stk-block-notification__content stk-content-align stk-107bbab-column stk-container stk-107bbab-container stk-hover-parent\"><div class=\"stk-block-content stk-inner-blocks stk-107bbab-inner-blocks\">\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-4a80f10\" data-block-id=\"4a80f10\"><style>.stk-4a80f10 .stk-block-text__text{font-size:17px !important;}@media screen and (max-width: 1023px){.stk-4a80f10 .stk-block-text__text{font-size:17px !important;}}<\/style><p class=\"stk-block-text__text has-text-align-center\"><span style=\"color: #000000;\" class=\"stk-highlight\"><strong>Free Resource:<\/strong> <a href=\"https:\/\/wholesalehelper.io\/blog\/guide-to-creating-wholesale-store-on-shopify\/\" target=\"_blank\" data-type=\"page\" data-id=\"3187\" rel=\"noreferrer noopener\">A Quick Start Guide to Creating a Wholesale Store on Shopify<\/a><\/span> \ud83d\udccb<\/p><\/div>\n<\/div><\/div><\/div>\n\n\n\n<h2 id='what-exactly-are-purchase-orders-in-shopify-po'  id=\"boomdevs_1\" class=\"wp-block-heading\" id=\"0-what-exactly-are-purchase-orders-in-shopify-po-\"><strong>What Exactly Are Purchase Orders in Shopify (PO)?<\/strong><\/h2>\n\n\n\n<p>A <strong>Purchase Order (PO)<\/strong> is a document <strong>issued by a buyer to a seller <\/strong>as a formal confirmation of a purchase that clearly specifies:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>What<\/strong> goods or services are being bought?<\/li>\n\n\n\n<li><strong>The quantity<\/strong> required.<\/li>\n\n\n\n<li><strong>The agreed-upon price<\/strong> for each item.<\/li>\n\n\n\n<li><strong>The delivery date<\/strong> or timeframe.<\/li>\n\n\n\n<li><strong>The payment terms<\/strong> (e.g., <strong>Net 30, Net 45, Net 60<\/strong>) indicate when the invoice must be paid after goods are received.<\/li>\n<\/ul>\n\n\n\n<p><strong>POs<\/strong> are universal in <strong>B2B<\/strong>, institutional, and <strong>wholesale transactions<\/strong>. Unlike typical retail, where payment is made upfront at checkout, a PO-based transaction involves:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>The buyer submits a <strong>PO<\/strong>.<\/li>\n\n\n\n<li>The seller accepts the <strong>PO<\/strong> and then fulfills the order.<\/li>\n\n\n\n<li>The buyer receives the goods.<\/li>\n\n\n\n<li>The seller sends an invoice.<\/li>\n\n\n\n<li>The buyer pays the invoice later, adhering to the agreed-upon <strong>Net Terms<\/strong>.<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 id='who-benefits-from-implementing-purchase-orders-in-shopify-stores'  id=\"boomdevs_2\" class=\"wp-block-heading\" id=\"1-who-benefits-from-implementing-purchase-orders-in-shopify-stores-\"><strong>Who Benefits from Implementing Purchase Orders in Shopify Stores?<\/strong><\/h2>\n\n\n\n<p><strong>Purchase Order (PO) payment<\/strong> is not for every customer. It&#8217;s typically reserved for trusted buyers with established credit. These include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Schools, Universities, and Government Agencies:<\/strong> These entities almost always operate on a <strong>purchase order <\/strong>system for accountability and budget management.<\/li>\n\n\n\n<li><strong>Corporate Procurement Teams:<\/strong> Large companies frequently use <strong>POs<\/strong> to manage their purchasing, often with specific payment cycles like <strong>Net 30<\/strong>.<\/li>\n\n\n\n<li><strong>Distributors or Resellers:<\/strong> Businesses offering purchases on <a href=\"https:\/\/wholesalehelper.io\/blog\/how-to-offer-net-payment-terms-on-shopify\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>net payment terms<\/strong><\/a> often prefer or require <strong>POs<\/strong> for their bulk orders.<\/li>\n\n\n\n<li><strong>Repeat Wholesale Customers:<\/strong> For long-standing <strong>wholesale buyers<\/strong> with pre-negotiated credit terms, paying by <strong>PO<\/strong> streamlines their reordering process.<\/li>\n<\/ul>\n\n\n\n<p>These types of buyers are pre-approved and expect a <strong>&#8220;Buy now, pay later&#8221;<\/strong> workflow, making the <strong>PO payment method<\/strong> a critical feature for any serious <a href=\"https:\/\/wholesalehelper.io\/blog\/shopify-b2b\/\" target=\"_blank\" rel=\"noreferrer noopener\">B2B Shopify store.<\/a><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 id='how-to-enable-po-payment-in-shopify-no-shopify-plus-required'  id=\"boomdevs_3\" class=\"wp-block-heading\" id=\"2-how-to-enable-po-payment-in-shopify-no-shopify-plus-required-\"><strong>How to Enable PO Payment in Shopify (No Shopify Plus Required)<\/strong><\/h2>\n\n\n\n<p><strong>You don&#8217;t need a Shopify Plus subscription<\/strong> to implement a functional <strong>Purchase Order (PO)<\/strong> payment system. Here&#8217;s a step-by-step guide:<\/p>\n\n\n\n<h3 id='step-1-create-a-custom-manual-payment-option'  id=\"boomdevs_4\" class=\"wp-block-heading\" id=\"3-step-1-create-a-custom-manual-payment-option-\"><strong>Step 1: Create a Custom Manual Payment Option<\/strong><\/h3>\n\n\n\n<p>This is the core of enabling <strong>PO payment<\/strong> on your Shopify store.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>From your Shopify Admin, go to <strong>Settings<\/strong> \u2192 <strong>Payments<\/strong>.<\/li>\n\n\n\n<li>Scroll down to the &#8220;<strong>Manual payment methods<\/strong>&#8221; section and click &#8220;<strong>Add manual payment method<\/strong>.&#8221;<br><br><img decoding=\"async\" src=\"https:\/\/wholesalehelper.io\/blog\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-12.55.28\u202fPM-1024x617.png\" alt=\"Purchase orders in Shopify activation steps\"><br><\/li>\n\n\n\n<li><strong>Name it:<\/strong> Give it a clear name like <strong>&#8220;Pay by Purchase Order (PO)&#8221;<\/strong> or &#8220;Invoice (Net 30\/45\/60)&#8221;.<\/li>\n\n\n\n<li><strong>Add Instructions:<\/strong> In the &#8220;Payment instructions&#8221; box, provide concise guidance that will appear on the order confirmation page. For example:\n<ul class=\"wp-block-list\">\n<li>&#8220;<strong>Approved Net Terms<\/strong> accounts only. Please enter your <strong>Purchase Order (PO)<\/strong> number in the &#8216;Order Notes&#8217; field at checkout.&#8221;<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"825\" src=\"https:\/\/wholesalehelper.io\/blog\/wp-content\/uploads\/2025\/07\/Image-23-07-25-at-12.57-PM-1024x825.jpeg\" alt=\"purchase orders in shopify implementation steps\" class=\"wp-image-3837\" srcset=\"https:\/\/wholesalehelper.io\/blog\/wp-content\/uploads\/2025\/07\/Image-23-07-25-at-12.57-PM-1024x825.jpeg 1024w, https:\/\/wholesalehelper.io\/blog\/wp-content\/uploads\/2025\/07\/Image-23-07-25-at-12.57-PM-300x242.jpeg 300w, https:\/\/wholesalehelper.io\/blog\/wp-content\/uploads\/2025\/07\/Image-23-07-25-at-12.57-PM.jpeg 1090w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>This custom method will now appear alongside your regular payment options at checkout.<\/p>\n\n\n\n<h3 id='step-2-restrict-po-option-to-approved-customers'  id=\"boomdevs_5\" class=\"wp-block-heading\" id=\"4-step-2-restrict-po-option-to-approved-customers-\"><strong>Step 2: Restrict PO Option to Approved Customers<\/strong><\/h3>\n\n\n\n<p>Since you want to control who can use the &#8220;Pay by PO&#8221; option, you&#8217;ll need a way to enforce this.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Customer Tagging:<\/strong> Ensure you have a system for tagging your approved customers (e.g., po-eligible, net-30-account, government-client-india).<\/li>\n\n\n\n<li><strong>Enforcement (Standard Shopify):<\/strong> Shopify&#8217;s native checkout on Basic\/Standard plans doesn&#8217;t allow dynamic hiding of payment methods based on customer tags. Therefore, enforcement typically relies on:\n<ul class=\"wp-block-list\">\n<li><strong>Clear Checkout Messaging:<\/strong> The instructions you set in Step 1 (&#8220;Only available to approved Net Terms accounts.&#8221;) serve as a deterrent.<\/li>\n\n\n\n<li><strong>Manual Review:<\/strong> After an order is placed with a <strong>PO<\/strong>, your team manually verifies the customer&#8217;s eligibility. If an unauthorized customer attempts to use it, the order is cancelled, and they are contacted for an alternative payment.<\/li>\n\n\n\n<li><strong>Checkout Logic (Shopify Plus):<\/strong> On Shopify Plus, you can use <strong>Shopify Flow<\/strong> or custom scripts to dynamically hide\/show payment methods based on customer tags or other criteria at the checkout stage, offering a truly seamless experience for your <strong>B2B customers<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h3 id='step-3-collect-po-numbers-recommended'  id=\"boomdevs_6\" class=\"wp-block-heading\" id=\"5-step-3-collect-po-numbers-recommended-\"><strong>Step 3: Collect PO Numbers (Recommended)<\/strong><\/h3>\n\n\n\n<p>Capturing the <strong>Purchase Order (PO) number<\/strong> is crucial for internal tracking and invoice reconciliation.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Order Note Field:<\/strong> The simplest way is to add a note field on your cart page or checkout page where the buyer can enter their <strong>PO number<\/strong>. Many themes support this, or you can use a simple cart attribute app.<\/li>\n\n\n\n<li><strong>Post-Checkout Collection:<\/strong> If a note field isn&#8217;t feasible, you can request the <strong>PO number<\/strong> via email or during the draft invoice process (Step 4).<\/li>\n<\/ul>\n\n\n\n<p>Collecting the <strong>PO number<\/strong> keeps your workflow clean and ensures you can easily match the order to the correct invoice and internal records.<\/p>\n\n\n\n<h3 id='step-4-send-invoices-manage-payments'  id=\"boomdevs_7\" class=\"wp-block-heading\" id=\"6-step-4-send-invoices-amp-manage-payments-\"><strong>Step 4: Send Invoices &amp; Manage Payments<\/strong><\/h3>\n\n\n\n<p>Once a <strong>PO order<\/strong> is placed, the post-purchase process for payment begins.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Convert to Draft Order &amp; Invoice:<\/strong> From your Shopify Admin, locate the order placed with the &#8220;Pay by Purchase Order (PO)&#8221; method. You can convert this to a <strong>Draft Order<\/strong> and then email an invoice directly from Shopify, customizing the payment terms (e.g., <strong>Net 30<\/strong>).<\/li>\n\n\n\n<li><strong>Accounting Software Integration:<\/strong> For robust financial management, integrate your Shopify store with accounting software like <strong>QuickBooks Online<\/strong> or <strong>Xero<\/strong>. These platforms allow you to generate and send formal invoices, manage accounts receivable, and track <strong>Net Terms<\/strong> payments.<\/li>\n\n\n\n<li><strong>Automated Receivables Tracking (App):<\/strong> To streamline follow-ups for unpaid <strong>POs<\/strong> and invoices, consider a dedicated app like <a href=\"https:\/\/apps.shopify.com\/areceivables\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>AReceivables<\/strong><\/a>. This app can:\n<ul class=\"wp-block-list\">\n<li>Track payment due dates for <strong>Net Terms<\/strong>.<\/li>\n\n\n\n<li>Send automated payment reminders to customers (e.g., before due date, past due).<\/li>\n\n\n\n<li>Provide a centralized dashboard to manage all outstanding <strong>POs<\/strong> and invoices.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"406\" src=\"https:\/\/wholesalehelper.io\/blog\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-12.57.51\u202fPM-1024x406.png\" alt=\"AReceivables app for purchase orders in Shopify\" class=\"wp-image-3780\" srcset=\"https:\/\/wholesalehelper.io\/blog\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-12.57.51\u202fPM-1024x406.png 1024w, https:\/\/wholesalehelper.io\/blog\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-12.57.51\u202fPM-300x119.png 300w, https:\/\/wholesalehelper.io\/blog\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-12.57.51\u202fPM-1536x609.png 1536w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 id='real-world-example-an-eco-cleaning-supply-brand'  id=\"boomdevs_8\" class=\"wp-block-heading\" id=\"7-real-world-example-an-eco-cleaning-supply-brand-\"><strong>Real-World Example: An Eco Cleaning Supply Brand<\/strong><\/h2>\n\n\n\n<p><strong>Store:<\/strong> An eco-friendly cleaning supply brand serving corporate offices and institutions across <strong>Canada<\/strong>.<\/p>\n\n\n\n<p><strong>Customer:<\/strong> A procurement manager for a school district in <strong>Ontario<\/strong>, Canada, tagged as po-eligible and net-30-canada.<\/p>\n\n\n\n<p><strong>Workflow:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>The school district buyer logs into the <strong>B2B portal<\/strong> on the Shopify store.<\/li>\n\n\n\n<li>They add bulk cleaning supplies to their cart and proceed to checkout.<\/li>\n\n\n\n<li>At the payment step, they see <strong>&#8220;Pay by Purchase Order (PO)&#8221;<\/strong> as an option.<\/li>\n\n\n\n<li>They select the <strong>PO<\/strong> option and enter their school district&#8217;s <strong>PO number<\/strong> (e.g., SDO-2025-00123) into the &#8220;Order Notes&#8221; field.<\/li>\n\n\n\n<li>They complete the order.<\/li>\n\n\n\n<li>The brand&#8217;s team receives the order. They verify the PO-eligible tag and convert the order into a <strong>Draft Order<\/strong> in Shopify, then send a formal invoice via QuickBooks, with <strong>Net 30 terms<\/strong>.<\/li>\n\n\n\n<li>The order is fulfilled and shipped to the school.<\/li>\n\n\n\n<li><strong>AReceivables<\/strong> automatically tracks the invoice and sends a reminder to the school&#8217;s finance department a week before the due date.<\/li>\n<\/ol>\n\n\n\n<p>Without this structured <strong>PO payment<\/strong> system, the cleaning supply brand would either lose valuable institutional clients or face overwhelming manual reconciliation with spreadsheets.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"wp-block-stackable-notification stk-block-notification stk-block stk-7ecfa86 is-style-default\" data-v=\"2\" data-block-id=\"7ecfa86\"><style>.stk-7ecfa86 {margin-bottom:0px !important;}.stk-7ecfa86-container{background-color:#f0e7fa !important;}.stk-7ecfa86-container:before{background-color:#f0e7fa !important;}<\/style><div class=\"stk-block-notification__content stk-content-align stk-7ecfa86-column stk-container stk-7ecfa86-container stk-hover-parent\"><div class=\"stk-block-content stk-inner-blocks stk-7ecfa86-inner-blocks\">\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-2874fe1\" data-block-id=\"2874fe1\"><style>.stk-2874fe1 .stk-block-text__text{font-size:17px !important;}@media screen and (max-width: 1023px){.stk-2874fe1 .stk-block-text__text{font-size:17px !important;}}<\/style><p class=\"stk-block-text__text has-text-align-center\"><span style=\"color: #000000;\" class=\"stk-highlight\"><strong>Ready to impress your B2B customers?<\/strong> Start wholesaling like a pro! <\/span>\ud83d\ude42<br><span style=\"color: #259b00;\" class=\"stk-highlight\"><strong><a href=\"https:\/\/apps.shopify.com\/wholesale-pricing-discount?utm_source=wsh-blog&amp;utm_medium=wpd-cta-button&amp;utm_campaign=wpd-app\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Try our Wholesale Pricing Discount app for free <\/a>!<\/strong><\/span><br><span style=\"color: #000000;\" class=\"stk-highlight\">Trusted by over 15.000 Shopify merchants<\/span><\/p><\/div>\n<\/div><\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 id='frequently-asked-questions'  id=\"boomdevs_9\" class=\"wp-block-heading\" id=\"8-frequently-asked-questions\">Frequently Asked Questions<\/h2>\n\n\n\n<p>Here are common questions users have about enabling <strong>Purchase Order (PO) payment<\/strong> on Shopify:<\/p>\n\n\n<div id=\"rank-math-faq\" class=\"rank-math-block\">\n<div class=\"rank-math-list \">\n<div id=\"faq-question-1752218444101\" class=\"rank-math-list-item\">\n<h3 id='can-i-completely-prevent-regular-retail-customers-from-seeing-the-po-payment-option-at-checkout'  id=\"boomdevs_10\" class=\"rank-math-question \"><strong>Can I completely prevent regular retail customers from seeing the PO payment option at checkout?<\/strong><\/h3>\n<div class=\"rank-math-answer \">\n<img decoding=\"async\" width=\"150\" height=\"150\" src=\"image\/svg+xml,%3Csvg%20viewBox%3D%270%200%20150%20150%27%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%3E%3C%2Fsvg%3E\" class=\"alignright lazyload\" alt=\"Wholesale Lock Manager App to Manage Wholesale Inventory on Your Shopify Store\" data-srcset=\"https:\/\/wholesalehelper.io\/blog\/wp-content\/uploads\/2025\/06\/Screenshot-2025-06-17-at-11.11.10\u202fAM-150x150.png 150w, https:\/\/wholesalehelper.io\/blog\/wp-content\/uploads\/2025\/06\/Screenshot-2025-06-17-at-11.11.10\u202fAM-370x370.png 370w, https:\/\/wholesalehelper.io\/blog\/wp-content\/uploads\/2025\/06\/Screenshot-2025-06-17-at-11.11.10\u202fAM-24x24.png 24w, https:\/\/wholesalehelper.io\/blog\/wp-content\/uploads\/2025\/06\/Screenshot-2025-06-17-at-11.11.10\u202fAM-48x48.png 48w, https:\/\/wholesalehelper.io\/blog\/wp-content\/uploads\/2025\/06\/Screenshot-2025-06-17-at-11.11.10\u202fAM-96x96.png 96w, https:\/\/wholesalehelper.io\/blog\/wp-content\/uploads\/2025\/06\/Screenshot-2025-06-17-at-11.11.10\u202fAM-300x300.png 300w\" data-src=\"https:\/\/wholesalehelper.io\/blog\/wp-content\/uploads\/2025\/06\/Screenshot-2025-06-17-at-11.11.10\u202fAM-150x150.png\" data-sizes=\"(max-width: 150px) 100vw, 150px\" \/>\n<p>On <strong>Shopify Basic, Standard, or Advanced plans<\/strong>, you cannot dynamically hide manual payment methods based on customer tags directly at checkout. You must rely on clear instructional messages (&#8220;Only available to approved business accounts&#8221;) and manual review. <strong>Alternatively, you can use apps like <\/strong><a href=\"https:\/\/apps.shopify.com\/wholesale-lock-manager\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Wholesale Lock Manager B2B<\/strong><\/a><strong> to implement this functionality without Shopify Plus.<\/strong><\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1752218497805\" class=\"rank-math-list-item\">\n<h3 id='how-do-i-track-unpaid-purchase-orders-pos-and-send-reminders-on-shopify'  id=\"boomdevs_11\" class=\"rank-math-question \"><strong>How do I track unpaid Purchase Orders (POs) and send reminders on Shopify?<\/strong><\/h3>\n<div class=\"rank-math-answer \">\n\n<p>While Shopify itself doesn&#8217;t offer robust <strong>receivables management<\/strong>, you can use dedicated apps like <strong>AReceivables <\/strong>to track due dates, view outstanding balances, and automate payment reminder emails for <strong>Net Terms<\/strong> invoices. Alternatively, integrating with external accounting software like <strong>QuickBooks Online<\/strong> or <strong>Xero<\/strong> allows comprehensive <strong>PO<\/strong> and invoice tracking.<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1752218513600\" class=\"rank-math-list-item\">\n<h3 id='do-i-need-shopify-plus-to-offer-net-terms-or-po-logic-to-my-customers'  id=\"boomdevs_12\" class=\"rank-math-question \"><strong>Do I need Shopify Plus to offer Net Terms or PO logic to my customers?<\/strong><\/h3>\n<div class=\"rank-math-answer \">\n\n<p><strong>No, not necessarily.<\/strong> As this guide demonstrates, the core functionality of accepting <strong>Purchase Orders (POs)<\/strong> and managing <strong>Net Terms<\/strong> can be achieved on any Shopify plan using manual payment methods, customer tags, and strategic use of draft orders, often supplemented by third-party apps for automation. Shopify Plus simply streamlines some of these processes with native B2B tools.<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1752218529182\" class=\"rank-math-list-item\">\n<h3 id='can-customers-upload-their-official-purchase-order-po-documents-during-checkout-or-post-checkout'  id=\"boomdevs_13\" class=\"rank-math-question \"><strong>Can customers upload their official Purchase Order (PO) documents during checkout or post-checkout?<\/strong><\/h3>\n<div class=\"rank-math-answer \">\n\n<p><strong>Yes.<\/strong> For checkout, you might need a custom solution or a specialized app that allows file uploads in the cart or checkout notes. Post-checkout, it&#8217;s easier: after a customer places an order using the <strong>PO<\/strong> payment method, you can instruct them via the order confirmation page or an automated email to reply with their official <strong>PO document <\/strong>attached.<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1752218544633\" class=\"rank-math-list-item\">\n<h3 id='how-do-purchase-order-po-payments-impact-my-shopify-sales-reports'  id=\"boomdevs_14\" class=\"rank-math-question \"><strong>How do Purchase Order (PO) payments impact my Shopify sales reports?<\/strong><\/h3>\n<div class=\"rank-math-answer \">\n\n<p>When a customer selects &#8220;Pay by Purchase Order (PO),&#8221; the order status in Shopify will be &#8220;Pending payment.&#8221; Once the invoice is paid and you manually mark the order as &#8220;Paid&#8221; in Shopify, it will then count as a completed sale in your Shopify reports. Apps like <strong>AReceivables<\/strong> can also provide specialized reports on your outstanding <strong>B2B receivables<\/strong>.<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1752218557999\" class=\"rank-math-list-item\">\n<h3 id='is-the-pay-by-purchase-order-po-method-available-for-international-b2b-customers'  id=\"boomdevs_15\" class=\"rank-math-question \"><strong>Is the &#8220;Pay by Purchase Order (PO)&#8221; method available for international B2B customers?<\/strong><\/h3>\n<div class=\"rank-math-answer \">\n\n<p><strong>Yes.<\/strong> Since it&#8217;s a manual payment method you create, it&#8217;s globally available. Your instructions can clarify regional specifics (e.g., &#8220;For <strong>UK<\/strong> customers, payment due in <strong>30 days<\/strong> to our <strong>GBP<\/strong> account&#8221;). For currency display, ensure your store utilizes <strong>Shopify Markets<\/strong> to show the PO amount in the customer&#8217;s local currency (e.g., <strong>INR<\/strong> for <strong>India<\/strong>, <strong>AUD<\/strong> for <strong>Australia<\/strong>).<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1752218568464\" class=\"rank-math-list-item\">\n<h3 id='can-i-automate-the-generation-of-pdf-invoices-for-purchase-orders-pos'  id=\"boomdevs_16\" class=\"rank-math-question \"><strong>Can I automate the generation of PDF invoices for Purchase Orders (POs)?<\/strong><\/h3>\n<div class=\"rank-math-answer \">\n\n<p><strong>Yes.<\/strong> Apps like <strong>AReceivables<\/strong> often provide features to generate professional PDF invoices directly from Shopify orders, incorporating your branding and specific <strong>Net Terms<\/strong>. Many accounting software integrations also allow for automated invoice generation.<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1752218583022\" class=\"rank-math-list-item\">\n<h3 id='how-do-i-ensure-customers-correctly-enter-their-po-number'  id=\"boomdevs_17\" class=\"rank-math-question \"><strong>How do I ensure customers correctly enter their PO number?<\/strong><\/h3>\n<div class=\"rank-math-answer \">\n\n<p>You can make the note field where they enter the <strong>PO number<\/strong> mandatory (if your theme or a cart app supports this). Additionally, clearly state in the payment instructions that failure to provide a valid <strong>PO number<\/strong> may result in order delays or cancellation.<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1752218601221\" class=\"rank-math-list-item\">\n<h3 id='what-happens-if-an-unauthorized-customer-uses-the-po-payment-method'  id=\"boomdevs_18\" class=\"rank-math-question \"><strong>What happens if an unauthorized customer uses the PO payment method?<\/strong><\/h3>\n<div class=\"rank-math-answer \">\n\n<p>You would typically contact the customer to inform them that this method is reserved for approved <strong>B2B accounts<\/strong>. You&#8217;d then offer alternative payment methods or cancel the order if they don&#8217;t meet the criteria. Having a clear <strong>B2B signup and approval process<\/strong> is key to minimizing these instances.<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1752218609072\" class=\"rank-math-list-item\">\n<h3 id='is-it-possible-to-apply-bulk-discounts-or-tiered-pricing-when-customers-pay-by-purchase-order-po'  id=\"boomdevs_19\" class=\"rank-math-question \"><strong>Is it possible to apply bulk discounts or tiered pricing when customers pay by Purchase Order (PO)?<\/strong><\/h3>\n<div class=\"rank-math-answer \">\n<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"image\/svg+xml,%3Csvg%20viewBox%3D%270%200%20150%20150%27%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%3E%3C%2Fsvg%3E\" class=\"alignright lazyload\" alt=\"Wholesale Pricing Discount B2B App to Set Wholesale Prices for Apparel Brands on Shopify\" data-srcset=\"https:\/\/wholesalehelper.io\/blog\/wp-content\/uploads\/2025\/06\/Screenshot-2025-06-17-at-11.09.31\u202fAM-150x150.png 150w, https:\/\/wholesalehelper.io\/blog\/wp-content\/uploads\/2025\/06\/Screenshot-2025-06-17-at-11.09.31\u202fAM-370x370.png 370w, https:\/\/wholesalehelper.io\/blog\/wp-content\/uploads\/2025\/06\/Screenshot-2025-06-17-at-11.09.31\u202fAM-24x24.png 24w, https:\/\/wholesalehelper.io\/blog\/wp-content\/uploads\/2025\/06\/Screenshot-2025-06-17-at-11.09.31\u202fAM-48x48.png 48w, https:\/\/wholesalehelper.io\/blog\/wp-content\/uploads\/2025\/06\/Screenshot-2025-06-17-at-11.09.31\u202fAM-96x96.png 96w, https:\/\/wholesalehelper.io\/blog\/wp-content\/uploads\/2025\/06\/Screenshot-2025-06-17-at-11.09.31\u202fAM-300x300.png 300w\" data-src=\"https:\/\/wholesalehelper.io\/blog\/wp-content\/uploads\/2025\/06\/Screenshot-2025-06-17-at-11.09.31\u202fAM-150x150.png\" data-sizes=\"(max-width: 150px) 100vw, 150px\" \/>\n<p><strong>Yes.<\/strong> The payment method chosen (like <strong>PO<\/strong>) is separate from the pricing logic. You would use apps like <a href=\"https:\/\/apps.shopify.com\/wholesale-pricing-discount\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Wholesale Pricing Discount B2B<\/strong><\/a> to apply <strong>bulk discounts<\/strong> or <strong>tiered pricing<\/strong> based on customer tags or order quantity. These discounts will be reflected in the order total, regardless of the selected manual payment method.<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1752218650562\" class=\"rank-math-list-item\">\n<h3 id='how-do-i-handle-po-cancellations-or-modifications-in-shopify'  id=\"boomdevs_20\" class=\"rank-math-question \"><strong>How do I handle PO cancellations or modifications in Shopify?<\/strong><\/h3>\n<div class=\"rank-math-answer \">\n\n<p><strong>PO<\/strong> cancellations or modifications are managed directly within the Shopify order. If an order is canceled, you would mark it as such in Shopify. For modifications, you might need to create a new <strong>draft order<\/strong> or manually adjust the existing order and re-issue the invoice, especially if significant changes occur to the quantities or pricing.<\/p>\n\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<p><\/p>\n","protected":false,"gt_translate_keys":[{"key":"rendered","format":"html"}]},"excerpt":{"rendered":"<p>If you&#8217;re operating a B2B Shopify store, selling to wholesale buyers, government entities, educational institutions, or large corporate accounts, the question &#8220;Can we pay by purchase order (PO)?&#8221; is likely a frequent one. While Shopify doesn&#8217;t offer a native &#8220;PO&#8221; payment method out of the box, there are robust and reliable ways to simulate it<\/p>\n","protected":false,"gt_translate_keys":[{"key":"rendered","format":"html"}]},"author":2,"featured_media":3833,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"postBodyCss":"","postBodyMargin":[],"postBodyPadding":[],"postBodyBackground":{"backgroundType":"classic","gradient":""},"_ayudawp_aiss_exclude":false,"footnotes":""},"categories":[10],"tags":[],"class_list":{"0":"post-3776","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-how-tos"},"featured_image_src":"https:\/\/wholesalehelper.io\/blog\/wp-content\/uploads\/2025\/07\/How-To-Enable-Purchase-Orders-In-Shopify-.png","author_info":{"display_name":"Wholesale Helper","author_link":"https:\/\/wholesalehelper.io\/blog\/author\/wholesale-helper\/"},"amp_enabled":true,"gt_translate_keys":[{"key":"link","format":"url"}],"post_mailing_queue_ids":[],"_links":{"self":[{"href":"https:\/\/wholesalehelper.io\/blog\/wp-json\/wp\/v2\/posts\/3776","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wholesalehelper.io\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wholesalehelper.io\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wholesalehelper.io\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/wholesalehelper.io\/blog\/wp-json\/wp\/v2\/comments?post=3776"}],"version-history":[{"count":6,"href":"https:\/\/wholesalehelper.io\/blog\/wp-json\/wp\/v2\/posts\/3776\/revisions"}],"predecessor-version":[{"id":3839,"href":"https:\/\/wholesalehelper.io\/blog\/wp-json\/wp\/v2\/posts\/3776\/revisions\/3839"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wholesalehelper.io\/blog\/wp-json\/wp\/v2\/media\/3833"}],"wp:attachment":[{"href":"https:\/\/wholesalehelper.io\/blog\/wp-json\/wp\/v2\/media?parent=3776"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wholesalehelper.io\/blog\/wp-json\/wp\/v2\/categories?post=3776"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wholesalehelper.io\/blog\/wp-json\/wp\/v2\/tags?post=3776"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}