Enable Website Net Terms in Odoo with Steersman

Why this Article Exists

This article explains how to enable and configure Website Net Terms as a payment method in your Odoo website, using the Steersman platform. It is intended to support users who want to offer invoice-based payment options to B2B customers.

Why Website Net Terms Exist

Website Net Terms allow businesses to offer payment on terms (e.g., Net 30, Net 45) directly through the website checkout process. This enables a more frictionless experience for returning or trusted customers who are allowed to pay later by invoice rather than by credit card.

Why ours? Steersman’s integration makes this part of the website checkout flow, reducing manual admin work and increasing customer satisfaction.

Warnings and Gotchas

Website Net Terms must be enabled as a payment method and assigned to individual customers with correct credentials. Missing either step will prevent the customer from seeing this payment option.
Users must refresh their browser to see the new method after configuration.
Customers without valid payment tokens will not see this option, even if enabled on the website.

Feature Overview

Website Net Terms: - Can be added as a payment option at checkout - Are visible only to customers who are assigned specific payment credentials - Automatically apply configured payment terms (e.g., Net 30) on confirmed orders

How to Configure Website Net Terms

Pre-requisites

Admin access to the Website, Contacts, and Accounting modules in Odoo.
Appropriate customer payment terms defined (e.g., Net 30, Net 45).

Step 1: Add Website Net Terms as a Payment Method

Go to: Websites → Website → Pricing & Payments → Payment Methods
Click Add and select Website Net Terms.
Make sure the toggle is green (enabled).

Step 2: Assign a Payment Token to the Contact

Go to: Contacts → Company Contact
Under the Sales & Purchase tab:
Set the appropriate Payment Terms (e.g., Net 30).
Then go to the Payment Credentials tab:
Click Add Net Terms

Set Acquirer Account to Website Net Terms
Select the Payment Terms that match what was set under the Sales & Purchase tab.
Click Add

Child Contacts Automatically Inherit Net Terms from the Parent Contact

When a backend user creates a net term for a parent contact, it will automatically apply to child contacts as well. So, when a child contact logs into the website, they will be able to see the Net Term as a payment method option.

Step 3: Refresh the Browser

Once configuration is complete, the customer will need to refresh their browser to see the new Website Net Terms payment method at checkout.

Usage Scenario

Example: A wholesale buyer logs into their account, selects items, and proceeds to checkout. Because they have been pre-approved for Net 30 terms, they can choose “Website Net Terms” at checkout. The order is processed, and they are invoiced per the defined terms.

Need help?

If you need assistance configuring Website Net Terms or troubleshooting customer visibility issues, contact the Steersman support team. We’re happy to walk through the steps with you.

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