Connect payment terms, due schedules, and customer payment methods to your systems

Enable this ShopifyConnector Extension to sync high-value cashflow signals: B2B payment terms, due schedules, and customer payment method lifecycle changes—powering credit control, reminders, reconciliation, and payment operations.

Why enable this extension?

Because an “order” isn’t the same as “collection” or “payment conditions”. In B2B net-terms flows, you must keep in sync:

The customer’s terms.
When payment is due.
Whether a customer adds/updates/revokes a stored method.
How that propagates into ERP/CRM/finance.

Shopify provides webhook topics such as payment_terms/*, payment_schedules/due, and customer_payment_methods/*.

Keep your CRM/ERP aligned

With account lifecycle changes.

Enforce B2B governance

Locations, billing, tax registration, exemptions, and access roles.

Automate B2B onboarding

With fewer manual steps.

Improve reporting

By company / location / contact, not only by individual customers.

Real-world business use cases

1) B2B net terms and credit policy sync

Systems: ERP, accounting, credit control. Why: keep agreed terms consistent across Shopify and back-office and enforce credit rules. Example: on sc.payment_terms/create / sc.payment_terms/update, update customer terms (Net 30/60) and approval thresholds in ERP.

2) Due-date workflows: reminders and dunning (AR)

Systems: finance ops, collections automation, CRM. Why: trigger actions before overdue risk escalates. Example: sc.payment_schedules/due creates tasks, reminders, and escalations for due invoices/orders.

3) Approval workflows when terms change

Systems: OMS/ERP approvals, BI. Why: reduce risk without slowing down operations. Example: sc.payment_terms/update re-checks open orders and can hold fulfillment until credit approval is confirmed.

4) Customer payment methods lifecycle (stored payment ops)

Systems: CRM, internal billing, CX, risk tooling. Why: prevent downstream failures when a method is updated or revoked. Example: sc.customer_payment_methods/create → enable stored-payment flows …/update → keep preferences current …/revoke → remove authorization and prevent invalid attempts

5) Support workflows for payment-method issues

Systems: Zendesk/Gorgias/Intercom. Why: give agents immediate context to guide re-authorization or alternatives. Example: on sc.customer_payment_methods/revoke, flag the customer profile so support can resolve faster.

6) Finance BI: aging, DSO, and cashflow forecasting

Systems: data warehouse, Looker/Power BI. Why: build cashflow and collections risk based on real events, not assumptions. Example: combine term changes + due schedules to model aging by customer and measure policy impact on DSO

Connect Shopify with your system

FAQ

Payment terms/schedules are mostly B2B; customer payment methods are useful whenever you need to react to stored method lifecycle changes.

It enables due-date automation: reminders, dunning workflows, and cashflow reporting.

sc.customer_payment_methods/revoke lets you remove authorization downstream and avoid invalid billing attempts.

Real-world business use cases

Which events does this ShopifyConnector Extension enable?

  • Payment terms
    • sc.payment_terms/create
    • sc.payment_terms/update
    • sc.payment_terms/delete
  • Due schedules
    • sc.payment_schedules/due
  • Customer payment methods
    • sc.customer_payment_methods/create
    • sc.customer_payment_methods/update
    • sc.customer_payment_methods/revoke

Tell us your systems.

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Connect Shopify with your ERP or business systems

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✔ Shopify integration specialists