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Best Net Terms Management Tools for Wholesale (2026)

Last updated: April 1, 2026

TLDR

Managing net terms at scale requires more than a spreadsheet of due dates. The best tools automate invoice generation, enforce credit limits, track aging receivables, and integrate with your accounting software. Some are standalone AR tools; others are B2B platforms with net terms built in.

01

OrderDock

B2B wholesale portal with native net terms, credit limits, and invoice automation included in the platform.

Pros

  • ✓ Net terms built into the ordering workflow
  • ✓ Credit limits enforced per account
  • ✓ Invoice generated automatically on order confirmation
  • ✓ $20/month, no per-transaction fees

Cons

  • × AR features are part of the ordering platform, not standalone
  • × Newer to market (2026)

Pricing: $20/mo Launch, $49/mo Scale, $99/mo Enterprise

Verdict: Best for manufacturers who want net terms integrated into their B2B ordering portal rather than as a separate tool.

02

Resolve

Net terms as a service. Resolve extends net terms to your buyers and handles collections, so you get paid upfront.

Pros

  • ✓ You get paid immediately; Resolve collects from the buyer
  • ✓ Risk assessment on each buyer
  • ✓ Integrates with Shopify, BigCommerce, and custom platforms

Cons

  • × Fees per transaction (percentage of invoice value)
  • × Third-party controls the buyer payment experience
  • × Not suitable for all buyer accounts

Pricing: Per-transaction fees (varies by buyer risk)

Verdict: Good for businesses that want to offload credit risk. Expensive as a permanent solution for established accounts.

03

Balance

B2B payment infrastructure that handles net terms, invoicing, and buyer credit at checkout.

Pros

  • ✓ Drop-in net terms checkout for B2B
  • ✓ Buyer credit assessment included
  • ✓ Works with existing ecommerce platforms

Cons

  • × Per-transaction fees add up on high-volume accounts
  • × Another intermediary in the payment flow
  • × Buyer relationship is mediated by Balance

Pricing: Per-transaction fees (not publicly listed)

Verdict: Works for adding net terms to platforms that lack them (Shopify, BigCommerce). Adds cost on every transaction.

Why Net Terms Need Software

A manufacturer with 50 dealer accounts on net-30 terms has 50 receivables aging at any given time. Tracking due dates, generating invoices, monitoring credit limits, and following up on overdue payments is a daily operation. A spreadsheet handles 10 accounts. It breaks at 50.

The Two Approaches

Built-in net terms: Your B2B ordering platform includes net terms as part of the checkout flow. The buyer places an order, receives an invoice with a due date, and pays within the terms. Everything stays in one system.

Add-on net terms: A third-party service bolts net terms onto a platform that lacks them. The service handles credit assessment, invoicing, and often collections. You get paid faster but pay a fee per transaction.

For manufacturers building a dedicated B2B ordering channel, built-in net terms are more cost-effective long-term. For businesses adding wholesale to an existing consumer platform, add-on services fill the gap.

OrderDock includes native net terms, credit limits, and invoice automation starting at $20/month with no per-transaction fees.

Net Terms Management Tools Comparison
ToolTypeNet TermsPricing ModelBest For
OrderDockB2B portalNative$20/mo flatManufacturers with own B2B portal
ResolveNet terms serviceOutsourcedPer-transaction feeBusinesses wanting to offload credit risk
BalancePayment infrastructureDrop-inPer-transaction feeAdding net terms to existing platforms

Q&A

What is the best way to manage net terms for wholesale?

If you run a B2B ordering portal, use a platform with native net terms (like OrderDock) so the terms are part of the checkout flow. If you use a consumer ecommerce platform that lacks net terms, add-on services like Resolve or Balance bolt on net terms but add per-transaction fees.

Q&A

Should I outsource net terms to a service like Resolve?

Outsourcing makes sense for new buyer accounts where you want credit risk assessment. For established accounts with clean payment history, the per-transaction fee is margin lost on accounts you already trust. A hybrid approach (outsource for new accounts, manage in-house for established accounts) balances risk and cost.

Do I need a separate tool for net terms?
Not if your B2B ordering platform includes native net terms. OrderDock and similar platforms handle net terms as part of the ordering workflow. Separate tools are needed when your primary platform (Shopify, WooCommerce) does not support net terms natively.
How do net terms services make money?
Services like Resolve and Balance charge a percentage of each invoice. They pay you immediately (or quickly) and collect from the buyer on the agreed terms. The fee compensates them for carrying the credit risk and the float.

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