A Beginner’s Guide to Shopify Invoice Payment for B2B Orders

Transactions don’t always follow the straightforward “add to cart and pay now” flow that most consumer-focused Shopify stores rely on. Bulk orders, negotiated prices, and long-term client relationships often require flexible payment terms, and that’s where Shopify Invoice Payment becomes essential.

Whether you’re selling to retailers, wholesalers, or enterprise clients, offering an invoice payment option on your Shopify store can simplify the buying process and create a more professional, trustworthy customer experience. This beginner’s guide will walk you through how invoice payments work on Shopify, why they’re useful for B2B stores, and how to get started using tools like the INV – Invoice Payment Method app.

Shopify’s default checkout system is designed for instant payments via credit card, PayPal, or other gateways. However, for B2B businesses, invoice payments are often the preferred method, allowing buyers to place an order and pay later by bank transfer, cheque, or other offline means.

The Shopify Invoice Payment app makes this possible by adding a “Pay by Invoice” option at checkout. Customers can place orders without paying upfront, and you can issue a personalized invoice with payment terms later.

Here are a few key reasons why invoice payments are crucial for B2B sellers:

• Larger Order Sizes: Many B2B buyers place bulk orders and prefer paying after delivery or after receiving an invoice.

• Negotiated Pricing: Prices may vary depending on contract terms, volume, or previous negotiations.

• Established Business Relationships: Returning customers often expect flexible terms and simplified processes.

• Manual Review Requirements: Orders may need internal approval or custom quotes before being finalized.

By offering invoice payments, you eliminate friction and create a checkout experience tailored to your business buyers.

The INV – Invoice Payment Method app is designed to give you full control over invoice-based ordering. Here’s what you can do with it:

• Add a “Pay by Invoice” method at checkout, visible only to approved customers.

• Create conditional rules based on customer tags, location, or cart value.

• Customize invoice messages and instructions with your business branding.

• Automatically send PDF invoices and set up email reminders for payment.

• Manually approve, reject, or update orders from the backend.

It’s user-friendly and requires no coding, making it perfect for store owners just getting started with B2B payments.

If you’re new to B2B selling on Shopify, enabling invoice payments is one of the smartest first steps you can take to cater to wholesale and corporate buyers. The INV – Invoice Payment Method app provides a straightforward, reliable way to manage offline payments, reduce cart abandonment, and build stronger business relationships. Start today, and offer your B2B customers the convenience they expect.