Credit & Payment Terms Guide
Net Terms & Instant B2B Credit
Offer your enterprise buyers Net-30 or Net-60 payment terms at quote checkout while eliminating seller credit risk and manual underwriting delays.
1. Instant Credit Approval Workflow
TackQuote integrates directly with digital B2B credit underwriters (CreditKey, Balance, TreviPay). When a buyer accepts a quote and selects "Pay with Net Terms":
- Step 1:The buyer enters their company EIN and primary contact details inside the digital proposal portal.
- Step 2:The credit engine runs instant soft-credit checks and approves up to $250,000 in purchasing power within seconds.
- Step 3:The quote is marked as signed and paid. The seller receives guaranteed payout within 24-48 hours while the underwriter collects from the buyer on Net-30 terms.
2. Internal Credit Limits & Account Terms
Alternatively, sellers can manage internal credit accounts directly in TackQuote. You can assign pre-approved credit limits (e.g. $50,000) directly to customer company records. When a buyer checks out, TackQuote automatically verifies their available credit balance.