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TermsPilot
- by PilotWorks
- Free plan available. Free trial available.
- by PilotWorks
- Free plan available. Free trial available.
Manage B2B net terms with aged receivables tracking, automatic invoice reminders, and enforced credit limits that protect your cash flow.
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About the TermsPilot
TermsPilot helps B2B merchants manage net terms and unpaid orders with automatic invoice reminders and credit limit enforcement. See every company's balance aged into overdue buckets at a glance. Set up automatic invoice reminders that send themselves on your schedule, from friendly nudges to firm notices. Enforce credit limits by flagging, tagging, or holding orders from companies that are over their limit or overdue before they ship. Generate PDF statements per company ready to download and send. Built exclusively for native Shopify B2B with no storefront changes or separate logins required. Set credit limits per company and let TermsPilot monitor them around the clock, so you can focus on growing your business instead of chasing payments.
Launched: July 20, 2026
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- See who owes you at a glance - every company aged into overdue buckets
- Invoice reminders that send themselves, from friendly nudge to firm notice
- Stop over-limit orders before they ship - flag, tag, or hold automatically
- PDF statements per company, ready to download and send
- Set credit limits per company and let TermsPilot watch them around the clock
Pricing of TermsPilot
Free
Free
- Aged receivables dashboard
- Up to 5 companies
- Company detail & credit limits
Starter
$29 / month
- Unlimited companies
- Automatic invoice reminder emails
- Monthly PDF statements
Growth
$59 / month
- Everything in Starter
- Flag, tag, or hold over-limit orders
- Instant merchant alert emails
