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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.

Until the order is marked as paid in Shopify, the statement shows it as unpaid — StatementClerk reads Shopify's records, not your bank account — so mark a transfer as paid the day the money lands. As a safety net, the app holds a company's statement when the company has overdue items and either has had an order marked as paid before or is set in the app as paying by bank transfer or cheque; the hold links to the overdue orders in Shopify so you can mark them paid first. It can't catch a transfer from a company with neither, or a payment on an invoice that isn't overdue yet.

Yes — that is what is checked. Every statement must add up: opening + corrections + invoiced ± order changes − paid + refunds = closing, with the open items and the days-past-due buckets summing to the same figure. Each order's balance must equal what Shopify says is still owed on it, and right before sending every order behind the statement is read again from Shopify and the statement rebuilt. If any check fails, the statement is held with the reason, not sent.

Matching Shopify is not the same as matching your bank account. A payment never recorded in Shopify, a payment marked on the wrong order or entered twice, and an order created twice all add up and match Shopify, so they reach the statement as recorded. Keeping payments, refunds, payment terms and billing contacts current in Shopify stays with you; until you switch to autopilot, every statement waits for your approval.

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Only the first, unless you want to. Statements land in a review queue; after a clean cycle you can switch to autopilot. Autopilot still holds and explains what the checks catch — a failed balance check, numbers that changed, a possible off-platform payment, an order Shopify marks as paid that still shows money owed, a customer left in credit, a bounced address — and sends the rest as Shopify records it, less any order you chose to leave out.

Yes. Statement of account, customer statement, account statement, monthly statement — bookkeepers use all four for the same document: a periodic summary of one customer's account with you, listing the opening balance, the invoices and payments of the period, the closing balance and every open invoice. StatementClerk produces that document from your Shopify B2B orders and emails it on your schedule.

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Your logo and accent colour, your remit-to details, the period, an opening balance carried from the last statement (on a first statement, computed from your order history), every invoice, payment and refund of the period — and every edit or return on the day it happened — with a running balance, every open invoice with what is left to pay and days past due, and your payment instructions. When something arrives with a date that an earlier statement already covered — an order entered with an earlier date, say — the activity opens with the difference, as a labelled correction line. StatementClerk appears only as a small "sent with" line. It prints in black and white on A4 and Letter.

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It shows as two lines on the day of the refund: the refunded items come off the order's total as a "Refunded items" line with the order's reference, and the money paid back is a refund line. A refund that returns no items — money given back as a goodwill gesture, say — shows the same way, with a "Refund adjustment" line in place of "Refunded items". Both belong to the period the refund happened in, so the statement for the month the order was invoiced keeps its figures — built late, it still shows that month as it stood. An edit to an old order is its own "Order edited" line the same way.

Yes: Free covers up to 5 companies with every feature, and a company counts once it has placed an order with you. Pro is $24 a month with no company limit and a 14-day trial, billed through Shopify in US dollars. If more than 5 companies have ordered on Free, the 5 oldest in Shopify are inside the limit, and the others' statements are held, never dropped, until you upgrade.

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On Cloudflare's platform, in the Eastern Europe region. StatementClerk stores company names, a ledger of order references, amounts and dates, the statements it built and their PDFs. Of the contacts Shopify holds for your companies it stores no name and no email address — the billing contact's address is read at send time and not kept. Addresses you enter yourself (CC, BCC and a company's extra recipients) are kept as settings until you remove them.

Uninstalling revokes access immediately; about 48 hours later Shopify sends the standard deletion signal and everything is erased.

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Yes. Ask Sidekick, the assistant in your Shopify admin, who owes you and how overdue they are, where a company's account stands, whether a statement was sent, held or bounced and why, when the next statements go out, or how to set something up. It answers from StatementClerk, with what each setting is set to now and a link to where you change it.

Sidekick can't change anything in StatementClerk: every change, approval and send happens in the app. Of the addresses your statements go to, it is given only the CC and BCC you set in Settings, never a company's contact or its extra recipients. Its figures are StatementClerk's as of the last sync with Shopify, and the statement in the app is the record. To turn it off for your whole store: Settings → Shopify Sidekick.