Frustrated! How do you track which wholesale customers haven't paid you? Spreadsheet or is there an app I'm missing?
For those of you running wholesale / B2B on Shopify how do you currently keep track of which customers haven't paid you yet? I sell wholesale to about 40 retailers on net-30 terms. Right now I'm using a spreadsheet to track who's paid and who hasn't, and…
For those of you running wholesale / B2B on Shopify how do you currently keep track of which customers haven't paid you yet? I sell wholesale to about 40 retailers on net-30 terms. Right now I'm using a spreadsheet to track who's paid and who hasn't, and manually sending reminder emails when invoices go overdue. It's becoming a nightmare as we grow. I've looked at a few apps but nothing seems to do this cleanly inside Shopify without either being expensive (SparkLayer at $150/month) or requiring me to sign up to a separate fintech platform (Streamlined). Curious how others are handling this spreadsheet, QuickBooks, something else entirely?
Collected discussion
You're going the wrong way. Have their card on file and charge them when due. Can have it easy in spreadsheet. Available only if you don't promote your app here.
What are you actually looking for in terms of specs? Just showing overdue orders by date? Or is there a solid list of criteria?
I was in a similar situation. I don’t have Shopify Plus, and my store is both DTC and B2B, so I had to make both work on the same website. What I did was build a separate Shopify page just for B2B customers, where they can see their special prices based on their customer profile. Most customers pay on the spot, but some B2B clients want to pay later. So I built a small system for that too. Once a customer is marked as “pay later”, they automatically get added to a payment reminder flow in Shopify. I also connected their profile to Klaviyo, so they get a reminder every 10 days until the payment is completed. Not the most fancy setup, but it works without Shopify Plus.
Have you tried a CRM? I've found Shopify isn't quite where I need it to be for wholesaling so I just keep it siloed as my b2c side
Either auto charge with having their payment or bank info in your file / payment provider, or get payment first. I believe you can use Stripe or other payment providers for this. Unless they are very large volumes or revenues, I dont see the point of continuing operating this way that requires extra effort for you. Money first or pay me enough so I can deal or follow up with you when needed.
How do you issue the invoice in the first place? Accounting software like Quickbook or just like manual excel invoice? If manual, it looks like you have outgrown that method. Time to move to a CRM or accounting software
you can set the due date for orders that haven’t been paid yet by checking pay in the future when you make a draft order. set the date on the order. then you just sort by which orders are overdue
Not exactly the same problem but I've seen a few sellers handle this differently. QuickBooks Online synced with Shopify is probably the most common solution. It tracks invoices and overdue payments automatically and sends payment reminders. The Shopify integration is decent and most sellers already use it for accounting anyway. Shopify Flow can also help partially. You can set up a flow that tags orders based on payment status and sends automatic reminder emails at 15, 30, and 45 days. Not a full accounts receivable system but better than a manual spreadsheet. For 40 retailers on net-30, you're at that awkward middle stage where a spreadsheet is painful but most B2B apps are overpriced for your volume. QuickBooks is probably the best fit at your scale.
Do you use draft order for the wholesale order? If yes, you can filter the status to "Open" / "Invoice Sent", and see which draft order haven't been paid yet
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