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Overview & Key Features

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What is the Net Terms Plugin? #

The Edevy Net Terms Plugin is a powerful tool for WooCommerce stores that enables you to offer Net 15, Net 30, Net 60, and Net 90 payment terms to your B2B customers. It streamlines business workflows by automating invoicing, scheduled reminders, and automatic charging after the payment term expires. With granular control over which customers or roles are eligible, robust reporting, and secure payment integrations, Net Terms helps you unlock new business opportunities and simplify collections.

Key Features: #

  • Offer flexible Net 15, 30, 60, or 90 payment terms to customers
  • Assign Net Terms by user, role, or customer group
  • Automatic email reminders for upcoming and overdue invoices
  • Scheduled auto-charging after the term ends (via supported gateways)
  • Customer dashboard for viewing Net Terms status and invoices
  • Detailed admin reporting and charge logs
  • Seamless integration with WooCommerce and leading payment gateways
  • Easy license activation and auto-updates (Pro)
  • Fully secure and GDPR-compliant

2. How to Install #

A. Install via WordPress Plugin Directory (Free Version) #

  1. Log in to your WordPress admin dashboard.
  2. Go to Plugins → Add New.
  3. Search for “Edevy Net Terms” in the search bar.
  4. Click Install Now on the correct plugin, then Activate.

B. Install via ZIP File (Pro Version) #

  1. Download the plugin ZIP file from your Edevy.com account.
  2. In your WordPress admin, go to Plugins → Add New → Upload Plugin.
  3. Select the ZIP file, click Install Now, then Activate Plugin.

3. How to Activate License #

For Pro version users only.

  1. After activation, go to Net Terms → License in your WordPress admin sidebar.
  2. Enter your license key (provided in your Edevy.com account or purchase email).
  3. Click Activate License. You’ll see a green confirmation if successful, and Pro features will unlock.
  4. Your license enables plugin updates and priority support.

4. Quickstart Guide #

  1. Install & activate the Net Terms Plugin (see above).
  2. Activate your license if using Pro.
  3. Go to Net Terms → Settings and set your default Net Terms period (Net 15/30/60/90) according to your B2B sales strategy.
  4. Assign Net Terms to specific customers or user roles as needed.
  5. Connect your payment gateway (such as Authorize.net) and test the connection using the built-in button.
  6. Enable email reminders and auto-charging in the plugin settings.
  7. Create a test customer and place a test order with Net Terms to verify all processes (checkout, reminders, auto-charging) work as expected.
  8. Review Net Terms orders and schedules via Net Terms → Reports.

5. Recommended Settings #

  • Set default Net Terms to Net 30, unless your industry typically uses a different period.
  • Assign Net Terms only to verified business customers or designated user roles (e.g., “Wholesale” or “B2B”).
  • Enable plugin auto-updates for security and feature improvements (see Plugins → Installed Plugins).
  • Connect and verify your payment gateway credentials using the plugin’s test tool.
  • Enable automated reminders and overdue notifications for customers.
  • Turn on admin alerts for failed or overdue Net Terms payments.
  • Enable logging for all scheduled charges for compliance and troubleshooting.
  • Review and update your Net Terms policy and customer eligibility criteria periodically.

6. Step-by-Step Setup & Usage Guide #

1. Install and Activate the Plugin #

See the “How to Install” section above.

2. Activate Your License #

Navigate to Net Terms → License and enter your Pro license key. Click Activate License.

3. Configure Global Settings #

  • Go to Net Terms → Settings.
  • Set the default Net Terms period (e.g., Net 30).
  • Enable or adjust reminder emails and overdue notification settings.
  • Configure any late fees or grace periods if needed.
  • Enable auto-charging for automatic collections.

4. Connect Payment Gateway #

  • Go to Net Terms → Payment Gateways.
  • Enter your API credentials (e.g., Authorize.net Login ID, Transaction Key).
  • Click Test Connection to ensure credentials are valid.
  • Choose which gateways are available for Net Terms customers.

5. Assign Net Terms to Customers #

  • By user: Go to Users → Edit User. In the Net Terms section, assign a Net Terms plan.
  • By role: Go to Net Terms → Roles, select a role, and set the default Net Terms plan for that role.
  • Confirm Net Terms status for each customer under Net Terms → Customers.

6. Customer Experience #

  • Eligible users see the Net Terms payment option at checkout.
  • Orders are marked as “On Account” and visible in both the admin and customer dashboard.
  • Automatic reminders and charges run according to your settings.

7. Monitor Orders & Reporting #

  • Go to Net Terms → Reports to view upcoming, overdue, or completed Net Terms orders.
  • Use logs to track reminders, auto-charges, and manual actions.

7. Using Net Terms Plugin #

Assigning Net Terms #

  • Go to Net Terms → Customers or Users in your dashboard.
  • Assign a Net Terms plan to each B2B customer, user, or user role as needed.

Managing Net Terms Orders #

  • Net Terms-eligible users will see the option at checkout.
  • Orders paid with Net Terms appear as “On Account” in WooCommerce.
  • Scheduled reminders and auto-charges happen according to the payment period.
  • You can manually record a payment, send a custom reminder, or adjust terms in the admin panel.

Reviewing Reports #

  • Use Net Terms → Reports to track which invoices are upcoming, overdue, or paid.
  • Export reports for accounting or compliance if needed.

8. FAQs #

Q: Who can use Net Terms?
A: Only users you assign Net Terms to (by role or individually) will see the option at checkout.

Q: Can I use different Net Terms for different customers?
A: Yes! Assign Net Terms on a per-user or per-role basis.

Q: Which payment gateways are supported?
A: The plugin supports Authorize.net and other major gateways. See the gateway documentation for details.

Q: Do Net Terms orders trigger WooCommerce order emails?
A: Yes, and the plugin also sends custom reminders and overdue notices to Net Terms users.

Q: What happens if an automatic charge fails?
A: You and the customer will both be notified. You can retry the charge or follow up manually.

Q: Is it safe to update or remove the plugin?
A: Yes—your data is preserved unless you choose to delete all data during uninstall.

9. Common Issues & Fixes #

Net Terms Not Showing at Checkout #

  • Ensure the user is assigned a Net Terms plan.
  • User must be logged in.
  • Clear cache and retest.
  • Disable conflicting checkout/payment plugins if necessary.

Reminders Not Sending #

  • Make sure reminders are enabled in Net Terms → Settings.
  • Check your site’s email configuration (use SMTP plugin if needed).
  • Remind users to check their spam folder.

Auto-Charge Not Processing #

  • Ensure customers have a saved payment method.
  • Confirm payment gateway is connected and working.
  • License must be activated for Pro features.
  • Check Net Terms → Logs for error details.

Overdue Notices Not Sent/Incorrect Timing #

  • Confirm Net Terms duration is correct for the customer.
  • Check your WordPress timezone settings.
  • Make sure reminders are enabled in the plugin settings.

Plugin Not Updating #

  • Ensure license key is valid and activated.
  • Manually update using latest ZIP file if needed.

Payment Gateway/API Errors #

  • Double-check API credentials and sandbox/live settings.
  • Confirm gateway is online and credentials are correct.

Net Terms Showing for All Customers #

  • Review default assignment settings—Net Terms should only be active for selected users/roles.

10. Changelog & Updates #

VersionDateChanges/Fixes
1.2.02025-06-10Added multi-currency support; improved logging
1.1.22025-05-18Bug fixes for reminders; compatibility with WP 6.5
1.1.02025-05-01Initial public release

View the full changelog on Edevy.com/changelog.

11. Uninstalling Net Terms Plugin #

  1. Go to Plugins → Installed Plugins in your WordPress admin.
  2. Click Deactivate next to Net Terms Plugin.
  3. Click Delete to fully remove it from your site.
    • By default, your settings and data are preserved unless you select the “Remove all data on uninstall” option in plugin settings.

12. Advanced Usage (Developer/Integration) #

Hooks & Filters #

  • edevy_net_terms_before_charge — Run custom code before a scheduled charge is attempted.
  • edevy_net_terms_after_charge — Run code after a charge completes (success/failure).
  • edevy_net_terms_reminder_sent — Trigger when an email reminder is sent.

Shortcodes #

  • [edevy_net_terms_status] — Display the current user’s Net Terms status in their account.

API #

  • REST API endpoints are available for fetching, assigning, or updating Net Terms for users.
  • See Developer Docs for usage examples and authentication details.

Customization #

  • The plugin provides template files for customizing Net Terms notices or user dashboard sections. Copy these templates into your theme folder to override default output.

13. Support & Contact #

For more resources, visit edevy.com/docs or reach out to our team anytime. We’re here to help!

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