Due dates in a spreadsheet
Terms were retyped.
Shopify B2B reminders for wholesale and trade stores that sell on net terms
Shopify B2B invoice and payment reminder automation driven by the payment terms on the order
Shopify holds net terms in a payment terms object attached to an order or draft order, readable with the read_payment_terms scope, which means the due date for a wholesale invoice does not have to be typed into a spreadsheet. BoldBellows records the order, the buyer's company and the payment terms before any reminder is scheduled, reads the due date from the payment terms and stops reminders the moment payment arrives, then builds the reminder flow on that date: the invoice goes to the buyer's accounts contact when the order is placed or the terms begin, a friendly reminder follows a few days before the due date, a firmer one on the day, then a sequence after it that names the invoice, the amount and a payment link, an account manager is told when an invoice reaches your threshold, and every reminder stops when the payment is recorded.
View Pricing
From $1,120, paid once. Shopify B2B reminders.
- Shopify B2B reminders
- Due dates from payment terms
- Polite, then escalated
Why Shopify B2B invoice and payment reminder can be audited
- Due dates from the termsno spreadsheet
- Tone that fitsbefore and after due
- Escalation to a personat your threshold
- Stops on paymentno embarrassing nudge
- Honest reportingFailed runs are reported with their cause, not hidden
- No renewal date$1,120 covers the build once, and nothing renews afterwards
B2Before and after
Chasing invoices on Fridays is a job nobody wanted
B2B stores sell on terms, and terms mean someone has to remember who owes what and by when. The due dates live in a spreadsheet or in an accountant's head. Reminders go out late, in a tone that is either too soft or too sharp for a long-standing buyer, and sometimes arrive after the buyer has already paid. Large accounts are treated like small ones, and the person who knows the relationship learns about an overdue invoice from the buyer's complaint.
Sound familiar?
Late reminders
Nobody owned the chase.
The wrong tone
One template for all buyers.
Reminders after payment
Nothing stopped them.
All accounts treated alike
No threshold existed.
A surprised account manager
Nobody told them.
The same wholesale team, getting paid without the awkward emails
Before
- Each notice is trusted as it stands
- Someone chases overdue invoices on Fridays
- Reminders arrive after the buyer has paid
After
- Matching uses the order or draft order ID, the company and the due date; titles and labels are ignored
- Reminders follow the terms on each order
- Overdue large accounts reach a person
D4How it works
How a net-terms order becomes a paid invoice
The sequence is fixed so that a replay reaches the same answer every time.
1. Filter at the door
The Shopify event is authenticated and recorded first; only a Shopify event that matches the rule continues.
2. Read, invoice, remind
The terms are read, the invoice is sent and reminders follow the due date.
3. Escalate, stop, record
Large overdue accounts go to a person, payment stops the reminders and each step is recorded.
E5Inside your schedule
The anatomy of a Shopify to the invoice route, in seven parts
Each layer adds one job: Kickoff decides, Build-out delivers, Review verifies.
Kickoff
Qualification check
Applies the written qualification rule to each event and keeps the result beside it.
Kickoff
Stable identity ledger
Tracks each Shopify item through B2B invoice and payment reminder and stores the result, which is what lets a repeat be recognized.
Kickoff
Mapping documentation
Produces the field map as plain documentation your team can read and keep.
Build-out
Terms reader
Reads net terms and due dates from the order.
Build-out
Buyer matcher
Checks the order or draft order ID, the company and the due date in the invoice before any write, which is what makes replays harmless.
Build-out
Tone and threshold matrix
Sets reminder tone by timing and account size.
Review
Invoice register
Flags any reminder whose content no longer mirrors Shopify, and says since when.
Review
Overdue monitor
Lists invoices past due by age and size.
Review
Exception alerts
Notifies the right person when an exception appears, not the whole team.
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G7Who it is for
Fits toy stores and whoever must get B2B customers to pay on time without damaging the relationship: read net terms from Shopify, send invoices, remind politely before and after the due date, escalate to a person and record every step
Wholesale buyers want clear invoices and fair reminders, and stores want to be paid without strain on the relationship.
Finance lead
"Get paid on time."
Reminders follow the terms.
Account manager
"Protect the relationship."
The tone fits each buyer.
Wholesale buyer
"Remind me kindly."
I get a clear, polite note.
Controller
"See what is overdue."
The register lists it.
Store owner
"Stop chasing."
The flow does the chasing.
Collections lead
"Handle only the hard ones."
Escalations reach me.
What changes the price: invoices, terms and reminders
Shape the Shopify to the invoice scope, price updates as you go
Work through three scope questions for Shopify B2B invoice and payment reminder and the price settles on a figure from $1,120.
View Pricing
One setup fee
I9Your options
Side by side: a spreadsheet of overdue invoices someone chases on Fridays, a zap and a Shopify B2B invoice and reminder flow driven by the payment terms
Each can send a reminder. Only one reads the terms, adjusts the tone and stops on payment.
| How it is set off | a spreadsheet of overdue invoices someone chases on Fridays | A basic two-step zap | A route built around a Shopify B2B payment reminders |
|---|---|---|---|
| What starts the work | An owner checking daily | Any update at all | Approved Shopify events only |
| How identity is decided | Decided case by case | The display text | Order or draft order ID, company and due date |
| What reaches the invoice | A fraction of the record | A minimal record | An invoice, timed reminders in the right tone and an escalation if needed |
| After an uncertain result | Re-run and hope | Retries on a timer | Proves the outcome before repeating anything |
A delayed event meets a newer record
The stored time of the last confirmed change guards every write, so a late event cannot regress the reminder.
A buyer pays the day a firm reminder is due
The payment is recorded before the send, the reminder is canceled, and the account is marked paid on time. Searching the invoice on the order or draft order ID, the company and the due date shows whether the reminder is already there, and whether it is right. Nothing new is created unless the lookup comes back empty.
We begin by fixing the order or draft order ID, the company and the due date, and every test afterwards checks that it still holds.
Pricing
Build your Shopify to B2B Invoice and Payment Reminder price
Pick a package, answer three short questions about how Shopify data should reach B2B Invoice and Payment Reminder, and your price and turnaround move as you choose.
J11The process
Six steps from Friday chasing to a reminder flow
Six steps from kickoff to a monitored route, each with a written result.
-
Day 1
Map your terms
We list your terms, your buyers, who receives invoices and what counts as a large account.
-
Access review
Approve access
Shopify and the neighboring tools are opened only as far as B2B invoice and payment reminder requires, and the pairing keys are agreed before the build.
-
Build phase
Agree the reminders
Timing, tone, thresholds and escalation are written out and approved first.
-
Before you review
Acceptance runs
Normal and awkward records are pushed through a test the invoice, and you sign off the results before go-live.
-
Release day
Launch with notes
The route is enabled from a fixed point in time and the PDF records every setting we chose.
-
Day 1
Close the loop
A final review confirms the success measures agreed at the start and records what to watch next.
K12Turnaround
When each package goes live
Your delivery range starts on the day we can reach Shopify.
Kickoff
6 to 10 business days
Build-out
10 to 16 business days
Review
16 to 24 business days
L13Getting started
Your part in the first week
Scoped Shopify access, approved by whoever administers it
A Shopify store with B2B or draft orders on terms, access to your invoicing or payment tool and the contacts who receive invoices
The Shopify account owner's sign-off for the connection
A list of the statuses or stages that matter to you
A short description of how the team works in the invoice today
Your retention rule for anything the route logs
M14Safety and ownership
Only listed fields move, and every permission is explained
Data from Shopify moves only along the paths you approve for B2B invoice and payment reminder, and the permissions behind them are no wider than required.
Outside the core
The route runs beside Shopify and the invoice, not within them, so neither vendor's own updates collide with it.
Scoped, revocable access
Keys stay in your accounts, and their scope is listed for your auditors.
Only approved values cross
What appears in the invoice is exactly what the field map lists, and the map is part of the handover.
Doubtful writes are verified
If a response goes missing, the invoice is searched by the order or draft order ID, the company and the due date and the outcome recorded before anything else happens.
Minimal logging
You can inspect exactly what is logged, and it contains no customer text.
Full handover
Your administrators receive a document they can follow without a briefing.
N15In their words
What BoldBellows clients say
Verified reviews from business owners who use BoldBellows automations every day, from marketing and sales to support and operations.
AI Lead Qualification & Sales Automation
Our sales team wasted hours chasing cold leads. BoldBellows built an AI lead-scoring system that reads behavior, email engagement and buying signals.
It filters out weak leads and sends personalized follow-ups automatically, so our team only talks to people who are ready to buy. Conversions rose 40% in the first month. It paid for itself straight away.
AI Accounting & Invoice Automation
BoldBellows automated our whole invoicing process: creating invoices, sending reminders and tracking payments.
Late payments dropped sharply, and our accounting team finally has time for strategy instead of repetitive admin. Worth every penny.
AI Booking & Scheduling Automation
Our coaching business needed a better way to schedule. BoldBellows automated all of it: bookings, reminders, cancellations and follow-ups.
No-shows fell by 60% and clients enjoy how smooth it is. It feels personal, not robotic. One of the best upgrades we’ve made.
AI Translation & Localisation
When we expanded abroad we needed fast, accurate translations. BoldBellows built an AI translation system that turns our content into several languages instantly.
The translations read naturally and suit each culture. We now serve customers in five new countries without hiring translators. BoldBellows helped us go global.
AI HR & Recruitment Automation
Our HR team was drowning in applications. BoldBellows automated screening, skills-based filtering and interview scheduling.
It saves us hours every week and means we only interview qualified people. Hiring is now faster, better organized and more professional.
AI Data Entry & Reporting Automation
We used to spend hours collecting data and building weekly reports by hand. BoldBellows automated all of it.
The reports are clean, visual and easy to read, and our managers rely on them for quick decisions. Human error is gone and our numbers are more accurate across the board.
AI E-commerce Listings Automation
BoldBellows automated our product listings. The AI writes descriptions, organizes photos and publishes listings across several marketplaces.
It even answers customer questions instantly. Our store looks more professional and sales have noticeably increased.
AI Customer Journey Automation
We wanted a smoother path from first contact to purchase. BoldBellows built an AI system that guides each customer there automatically.
It sends personalized messages, recommends products and follows up at just the right moment. Customer retention has improved dramatically.
AI Document & Contract Automation
Onboarding was slow because we wrote every contract by hand. BoldBellows automated the lot: contracts, welcome emails and client setup.
What took 48 hours now takes under 10 minutes, and clients regularly tell us how professional it feels.
AI Chatbot & Customer Support
BoldBellows built an AI support chatbot for our online boutique, and it has changed how we run the business. We used to have two full-time staff answering the same questions all day. Now the AI handles order tracking, product recommendations and even refund requests on its own.
What surprised me most is how natural it sounds. Customers compliment the ‘agent’ without realizing it’s AI. Our support workload dropped by 75% and customer satisfaction went up dramatically.
AI Content & Social Media Automation
Our marketing agency couldn’t keep up with content. BoldBellows set up an AI content engine that writes blog posts and captions and even designs our social media creatives.
It spots trends and suggests topics for us, so we stay ahead of competitors. We now produce three times the content with the same team, and engagement has soared. They didn’t just automate our workflow, they lifted our whole brand.
AI Video & Voice Automation
We publish product videos every week, and BoldBellows introduced us to AI video automation. The system writes the script, voices it and produces the finished video in minutes.
The quality is remarkable: professional voiceovers, clean visuals and smooth editing. Production time went from three days to under 30 minutes, and we scaled our video marketing without adding cost.
AI Email & Smart Inbox Management
Our inbox used to be chaos. BoldBellows built an AI email system that sorts messages, drafts replies and flags anything urgent.
It learns how we write and gets better every week. We reply faster and no longer miss important messages. It feels like having a personal assistant working around the clock.
AI Workflow Automation for Agencies
Running a digital agency with many clients was overwhelming. BoldBellows built one automation dashboard that tracks tasks, sends updates and creates client reports automatically.
Clients love the transparency and we love the time we get back. Productivity is up, and project delays have dropped to almost zero.
AI Social Comment & DM Automation
We get thousands of comments and messages every week. BoldBellows built an AI system that replies instantly, filters spam and surfaces the important ones.
Engagement is up and our page looks active around the clock. It’s like having a full social media team that never stops.
AI CRM Automation
Our CRM was barely used because updating it by hand was tedious. BoldBellows automated data entry, tagging, segmentation and follow-ups.
Now the CRM is always up to date and our campaigns are far more accurate. It improved our whole sales pipeline.
AI Voice Assistant
BoldBellows built a custom AI voice assistant for our customer hotline. It answers questions, books appointments and handles simple requests.
Customers love how fast it is, and our call-centre workload dropped dramatically. One of the smartest upgrades we’ve made.
AI Automation Partner
BoldBellows is hands-down the best AI automation partner we’ve worked with. Their systems are fast, reliable and built around how our business actually works.
Every automation they’ve delivered, from customer service to content, runs flawlessly. We’ve saved time, cut costs and grown faster than we expected.
P16FAQ
Shopify B2B reminders: what wholesale teams ask
Quick answers, no sales language, and a route to ask more.
What does a zap miss in Shopify B2B invoice and payment reminder?
Wholesale invoices paid on time, with reminders that sound like an account manager and not a collector is easy. The hard part, which a zap skips, is to read net terms correctly, soften the tone or escalate to a person. That is the extra we deliver on top of the trigger.
Where does the due date come from?
From the payment terms on the order.
What tone do reminders use?
Friendly before the date, firmer after, set by you.
What if the buyer has paid?
Reminders stop when payment is recorded.
Who is told about large overdue accounts?
The account manager you name.
Does it send the invoice too?
Yes, to the accounts contact.
Which payment tools work?
Those with an API or a Shopify payment record.
Is field matching for Shopify B2B invoice and payment reminder part of the package?
You see which Shopify fields B2B invoice and payment reminder reads and where each result is written before any work starts. It is also the answer to custom shopify b2b invoice and payment reminder automation.
Can the B2B invoice and payment reminder rules differ by team or product?
Yes. We turn your rules for B2B invoice and payment reminder into explicit steps in Shopify, starting at $1,120.
Does the handover cover Shopify changes?
Work after the review window is scoped afresh.
Q17Get wholesale invoices paid without the chase
Give your finance team reminders that follow the terms
Tell us where B2B invoice and payment reminder starts, what it ends with and who is responsible when it hesitates. Packages open at $1,120.
- From $1,120, paid once
- Due dates from the terms
- Stops on payment
- No monthly fee from us
Edge cases beyond these packages are estimated separately, in writing.