Guides
The questions wholesalers ask.
Written for the owner of a twelve-stockist business who is also its accounts department. No jargon that a bookkeeper would not use; no product pitch until the end.
How to send monthly customer statements from Shopify
Shopify records every wholesale order, due date and payment, but does not produce the monthly statement your customers' bookkeepers pay from. What a statement of account needs, three ways to produce one, and how to automate it.
A running balance across unpaid invoices in Shopify
Shopify shows what each order still owes, but not what a company owes you across every open invoice. How a running balance is computed, why the opening balance must be carried forward, and how corrections are shown.
An accounts receivable report for Shopify wholesale: aging by days past due
Shopify has no accounts receivable report. How an AR aging report buckets open invoices by days past due, what a Shopify wholesaler on net terms can see today, and how to get a live aging view without accounting software.
How to track who still owes you on Shopify net terms
Shopify records every net-terms order and its due date, but has no page that says what each company owes you in total. The spreadsheet most wholesalers keep, why it drifts, and how to get a live balance per company inside Shopify.