MakeTerms

by Oskivo
Free plan available

0.0 (0)

by Oskivo
0.0 (0)
on
Free plan available

Track B2B payment terms, manage credit limits, and automatically hold overdue accounts at checkout with statements and aging reports.

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About the MakeTerms

MakeTerms helps you manage B2B payment terms by tracking what each company owes on your Shopify store. The app monitors outstanding balances, overdue amounts, days overdue, credit limits, and available credit for all your B2B companies. View aging reports that organize balances into current, 1-30, 31-60, 61-90, and 90+ day periods, with CSV export options. Generate PDF statements showing running balances with shareable links and bill-to addresses. Set credit limits using company metafields and get alerts for near-limit or over-limit accounts. Automatically hold overdue companies at checkout by submitting orders as drafts or blocking B2B checkout with the validation function. Keep your B2B accounts organized and protect your business from payment risks.

Launched: October 30, 2026

Key features

Per-company outstanding, overdue, credit limit and available credit at a glance
Aging report in current, 1-30, 31-60, 61-90 and 90+ day buckets, with CSV export
PDF statements with a running balance, a share link and a bill-to address
Credit limits on a company metafield, with near-limit and over-limit status
Automatic holds for overdue accounts: draft checkout and a B2B checkout block