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
What a statement of account must contain, three ways Shopify wholesalers produce one, the rules that keep its numbers right, and how to automate it.
A running balance across unpaid invoices in Shopify
Shopify tracks each order on its own, not what a company owes you across them. How a running balance is worked out, carried forward and corrected.
An accounts receivable report for Shopify wholesale: aging by days past due
Shopify has no accounts receivable report. How an aging report buckets open invoices by days past due, and the rules that make one trustworthy.
How to track who still owes you on Shopify net terms
Shopify has no page that says what each company owes you in total. The spreadsheet wholesalers keep instead, why it drifts, and what to track per company.