MakeTerms reads your Shopify B2B companies and their payment-terms orders and keeps a balance for each company: outstanding, overdue, days overdue, credit limit and available credit. The aging report splits balances into current, 1-30, 31-60, 61-90 and 90+ days. Create PDF statements with a running balance and share them by link. Set credit limits, and hold companies that are overdue or over limit: checkout submits drafts, and the validation function blocks B2B checkout.

• 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