StatementClerk: B2B Statements

Sends each B2B company a branded statement of account on schedule — open invoices, payments, aging.

Your wholesale customers buy on payment terms, and someone has to tell them what they owe. StatementClerk builds a statement of account for every company from your Shopify B2B orders and payments — opening balance, invoices, payments, open items, 30/60/90 aging — and emails it as a PDF on your schedule. Each is checked against Shopify before sending; one that fails a check waits for review with the reason. Ask Shopify Sidekick who is overdue, why a statement is held, or where a setting is.

• Statements of account for every company on terms, on the schedule you set
• Opening balance, invoices, payments, open items and 30/60/90 aging in one PDF
• Checked against Shopify before sending; held with the reason if a check fails
• Review queue first, autopilot when a cycle is clean; build a period on demand
• Your branding, payment instructions, CC/BCC, before-due nudges, one-click resend