Monthly account statements · Shopify wholesale
On the 1st, every customer knows their balance.
StatementClerk turns your Shopify orders into a branded account statement for each wholesale customer — invoiced, paid, open, overdue — and emails it on your schedule. Every number is re-checked against Shopify before anything goes out.
Free up to 5 companies · Pro $24/mo · 14-day trial · billed through Shopify
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How it works
Ten minutes to set up. Near zero after that.
StatementClerk reads your companies, terms, orders and payments. Read-only — it never touches money.
Monthly on the 1st, 15th or last day — or weekly. Confirm your logo, accent and payment instructions.
One PDF per company, attached to a short branded email. The first cycle waits for your review.
Outstanding, overdue and days past due for every company — on one dashboard inside Shopify.
The document
The customer statement their bookkeeper pays from.
A statement of account per company, in your branding, not ours. Prints clean in black and white, on A4 and Letter.
The summary
Opening + invoiced − paid = closing. The identity holds on every statement.
The audit trail
Every invoice, payment and refund of the period, with a running balance.
Corrections, labelled
A refund on an old order shows up as a labelled line — never a silently different number.
accounts@cedarandpine.example
Activity · 1–31 August 2026
| Date | Type / reference | Due | Amount | Balance |
|---|---|---|---|---|
| Opening balance — carried forward | $1,240.00 | |||
| 1 Aug | Correction relating to a prior period (ref #1029) | −$38.00 | $1,202.00 | |
| 2 Aug | Invoice #1042 | 1 Sept | $612.00 | $1,814.00 |
| 5 Aug | Payment · #1031 | −$802.00 | $1,012.00 | |
| 12 Aug | Invoice #1047 | 11 Sept | $378.00 | $1,390.00 |
| 26 Aug | Payment · #1042 | −$300.00 | $1,090.00 | |
| Closing balance | $1,090.00 |
Open items · what to pay, as of 31 August 2026
| Ref | Issued | Due | Amount | Paid | Outstanding | Days overdue |
|---|---|---|---|---|---|---|
| #1029 | 20 Jun 2026 | 20 Jul 2026 | $400.00 | $0.00 | $400.00 | 42 |
| #1042 | 2 Aug 2026 | 1 Sept 2026 | $612.00 | $300.00 | $312.00 | — |
| #1047 | 12 Aug 2026 | 11 Sept 2026 | $378.00 | $0.00 | $378.00 | — |
| Total outstanding | $1,090.00 | |||||
Days past due
Your branding
Logo and accent from your store. StatementClerk appears only as a small "sent with" line.
Open items
Every unpaid invoice with what's left to pay and days overdue — one glance, one payment.
Days past due
Five buckets that always sum to the closing balance. Checked before sending.
Inside Shopify
One dashboard: who still owes you.
Your receivables on net terms, live: total outstanding, total overdue, days past due per company — and a flag whenever something needs you: a bounced email, a payment made by bank transfer, numbers that changed.
Lives in your Shopify admin. No separate login.
Possibly paid — needs a look $3,208.00 $3,208.00 ✓ Sent
Statement not reaching $4,977.25 $1,150.00 ✕ Bounced
Why the numbers are right
Pure arithmetic over Shopify's own records.
Opening + invoiced − paid = closing, and the aging buckets sum to the same figure. If the identity fails, the statement is held — not sent.
Every open order is re-read from Shopify at send time. If the numbers changed, the statement comes back to you for review instead.
A refund on an old order appears as "Correction relating to a prior period (ref #1029)" — the trail is always visible.
Deliberately not in the box
Boring by design.
- No payment collection or card charging
- No credit limits or dunning sequences
- No accounting-software sync
- No buyer portal to log into
- No AI anywhere near a balance
It reads your Shopify data, does the arithmetic, and sends the document. That's the whole job.
Pricing
Two plans. Billed through Shopify.
- Everything included
- Statements, review queue, nudges
- Your branding on every document
- Everything in Free
- No company limit
- 14-day free trial
On Free, a 6th company's statements are held — never dropped. Upgrade when you're ready.
Questions merchants ask
Does StatementClerk collect payments?
No. It is read-only on money. Statements carry your payment instructions — bank details, or "pay by card from the invoice link in your order email" — and customers pay you the way they always have.
What if a customer paid by bank transfer?
Shopify shows the order as unpaid until someone marks it paid. If a company has overdue items and has paid off-platform before, the app holds that company's statement and gives you a direct link to mark the order as paid in Shopify first. Nothing wrong is ever sent.
Will the numbers match Shopify?
Yes. A statement is pure arithmetic over Shopify's own orders, payments and refunds. The app checks that opening + invoiced − paid = closing on every statement, that the days-past-due buckets sum to the same figure, and it re-reads every open order from Shopify right before sending. If anything disagrees, the statement is held with the reason.
Do I have to review every cycle?
Only the first, unless you want to. Statements land in a review queue; after a clean cycle you can switch to autopilot. Anything uncertain — a possible off-platform payment, numbers that changed, a bounced address — is still held and explained.