Manage Invoices and Billing

Help me set up an invoice management system for my Shopify store:

Invoicing Needs:

  Invoice types needed: [WHOLESALE / B2B / CUSTOM ORDERS / SERVICES / DEPOSITS]
  Monthly invoice volume: [NUMBER OF INVOICES PER MONTH]
  Average invoice amount: [AVERAGE AMOUNT]
  Payment terms offered: [NET 15 / NET 30 / NET 60 / DUE ON RECEIPT]
  Current invoicing method: [MANUAL / APP / ACCOUNTING SOFTWARE / NONE]


Invoice Template Setup:
Create professional invoice templates including:

  Business details (name, address, tax ID, logo)
  Customer billing and shipping information
  Sequential invoice numbering system: [PREFIX-0001 FORMAT]
  Line items with SKU, description, quantity, unit price, total
  Tax calculations per jurisdiction
  Discount lines (trade discount, volume discount, early payment discount)
  Shipping charges
  Payment terms and due date
  Payment instructions (bank details, payment link)
  Notes and terms and conditions


Automated Invoice Generation:

  Auto-generate invoices for draft orders converted to orders
  Recurring invoices for subscription or repeat wholesale customers
  Batch invoice generation for multiple orders to the same customer
  Pro forma invoice generation for international orders


Payment Tracking:

  Track invoice status: draft, sent, viewed, partial payment, paid, overdue
  Aging report: current, 1-30 days, 31-60 days, 61-90 days, 90+ days
  Outstanding receivables total and by customer
  Average days to payment by customer
  Cash collection forecast based on outstanding invoices


Follow-Up Automation:

  Automated payment reminder schedule:
    
      Reminder 1: [3] days before due date
      Reminder 2: on due date
      Reminder 3: [7] days after due date
      Final notice: [14] days after due date
    
  
  Escalation process for chronically late payers
  Late payment fee policy: [PERCENTAGE OR FLAT FEE]


Integration:

  Connect invoicing to accounting software: [YOUR ACCOUNTING SOFTWARE]
  Sync customer records and payment history
  Automated journal entries for invoice creation and payment receipt


Recommended Shopify Apps:

  Compare top invoicing apps for Shopify
  Setup guide for the best option given my needs


Provide invoice templates, payment tracking spreadsheet, and follow-up email templates.