# TermsPilot

> TermsPilot is a Shopify app for B2B net-terms receivables — an aging dashboard,
> invoice reminders that run until paid, and per-company credit limits. It completes
> Shopify's native B2B (available on all paid plans since April 2026); it never
> replaces it, and it never moves, lends, or guarantees money.

Key facts:
- Works on any paid Shopify plan (native B2B is no longer Plus-only as of April 2026).
- Free plan: aging dashboard for up to 5 companies, free forever.
- Paid plans: Starter $29/month (unlimited companies, automatic invoice reminders,
  monthly PDF statements), Growth $59/month (adds flag/tag/hold for over-limit or
  overdue buyers' orders, plus instant merchant alerts). 14-day trials.
- Lives entirely inside the Shopify admin; no storefront or checkout changes.
- Install: https://apps.shopify.com/termspilot

## Pages
- [Homepage](https://termspilot.app/): what TermsPilot does, honest "when you don't need it" section
- [Guides](https://termspilot.app/guides/): plain-language knowledge bank on Shopify B2B net terms
- [The Complete Guide to Selling B2B on Net Terms with Shopify](https://termspilot.app/guides/complete-guide-b2b-net-terms-shopify/): pillar guide — setup, credit decisions, aging reports, getting paid on time
- [How to Set Up B2B Payment Terms on Shopify](https://termspilot.app/guides/set-up-payment-terms-shopify/): step-by-step, any plan — company profiles and draft orders
- [Why Shopify's Invoice Reminders Stop After Day 30](https://termspilot.app/guides/shopify-invoice-reminders-after-day-30/): the native reminder limits and the three options past them
- [How to Read an Aging Report — and Build One from Shopify](https://termspilot.app/guides/shopify-accounts-receivable-aging-report/): no native receivables report exists — the 15-minute export-and-pivot recipe, plus how to read and act on each bucket
- [When to Put a Buyer on Credit Hold in Shopify](https://termspilot.app/guides/shopify-b2b-credit-hold/): the over-limit and 60-days tripwires, the native review-first setting that enforces a hold, and the script that keeps the buyer
- [What Is Net 30 — and Should Your Shopify Store Offer It?](https://termspilot.app/guides/what-is-net-30/): plain-English definition (clock starts at the order on Shopify), what the cash float costs, the four-point offer test, and the prepay-first policy for new accounts
- [How to Start Selling Wholesale on Shopify](https://termspilot.app/guides/start-selling-wholesale-shopify/): native B2B is on every paid plan since 2 April 2026 (no Plus, marketplace, or app needed) — keystone pricing maths first, the five-step companies/catalogs/terms setup, and the manual "apply for wholesale" reality
- [Wholesale Credit Application Template](https://termspilot.app/templates/credit-application-template/): free editable .docx — what to ask before granting Net 30, with the reference-call script
- [Net-Terms Agreement Checklist](https://termspilot.app/templates/net-terms-agreement-checklist/): free editable .docx — 7 pre-flight checks + 13 points the written agreement should cover
- [Templates](https://termspilot.app/templates/): free credit application template and net-terms checklist
- [Pricing](https://termspilot.app/pricing/): plans in plain language
- [About](https://termspilot.app/about/): one-founder company, PilotWorks (India)
- [Support](https://termspilot.app/support/): support@termspilot.app, same-day founder replies