Net 30 invoices on Shopify that chase themselves.

Selling on terms through Shopify

Shopify lets you set payment terms on an order, but the follow-through is on you: a document the buyer's AP team will accept, a record of what has been paid, and someone remembering to send the reminder. Qixeo Invoice handles each of those from the moment a shipment leaves.

Due dates from your terms

The due date on each invoice comes from the first of these that applies:

1. The payment terms on the Shopify order, if it has them.
2. Your default terms in the app: Net 15, 30, 45, 60 or 90.

With the default left on Due on receipt and no terms on the order, the invoice has no due date: it is never flagged overdue and never gets a reminder. Invoices you create manually use your default terms.

Payment terms and due dates, in the docs.

PO numbers where AP looks for them

Nothing to switch on. Qixeo takes the PO number from the Shopify order's PO field, or from an order attribute named PO Number, PO, PO#, Purchase Order or Purchase Order Number. It is printed on the invoice, shown in the app, and starts the email subject line together with the invoice number, so it is the first thing an accounts-payable inbox sees.

The Remit To block prints your bank name, account and routing numbers, who checks are payable to, the check mailing address, and any payment instructions, on every invoice and statement.

Recording the payment

When a customer pays by ACH, check or wire, record it on the invoice: the amount, which can be less than the balance, the date received, the method, and a reference such as the check number or ACH ID. The invoice moves to Partially paid or Paid, and the PDF gains Amount paid and Balance due rows so a re-sent invoice shows what is still owed.

An Overdue badge appears on any sent invoice past its due date. Once every invoice for an order is paid, the app offers to mark the order as paid in Shopify so the two systems agree.

For buyers who pay by card, Growth and above can create a Shopify checkout link for a single shipment's invoice and email it to the customer.

Recording payments, in the docs.

Reminders that stop when the money lands

Reminders email your customer before and after the due date, with the invoice PDF attached and a link to view and pay. The schedule is a list of days relative to the due date; the default is 3 days before, the day itself, 7 days after and 21 days after.

• An invoice is reminded only if it is approved, sent or partially paid, has a due date, has a balance, and has a customer email.
• Each stage is sent once. After the last one, reminders stop.
• Reminders stop the moment the balance is cleared, and never chase credit notes.
• Reminders are checked once a day, and each one is logged on the invoice's timeline, so you can see exactly what the customer received.

How reminders work, in the docs.

Plans

Payment terms, PO numbers, the Remit To block and payment recording are on every plan. Payment links and Shopify Flow are on Growth and above. Automated reminders, the receivables dashboard and statements are on the B2B plan. Compare plans.