Manage Invoices and Billing

Create a draft order invoice for this customer: [CUSTOMER NAME], with these line items: [SKU, QTY, PRICE …], payment terms [NET 15 / NET 30 / DUE ON RECEIPT], and due date [DATE]. Then help me build out the rest of my invoicing process below.

Note: automated payment reminders/escalation, accounting-software sync, and journal entries are outside what you can execute directly – those sections are guidance for me to set up manually (or via a dedicated invoicing app).

Invoicing Needs:

  Invoice types needed: [WHOLESALE / B2B / CUSTOM ORDERS / SERVICES / DEPOSITS]
  Monthly invoice volume: [NUMBER OF INVOICES PER MONTH]
  Average invoice amount: [AVERAGE AMOUNT]
  Payment terms offered: [NET 15 / NET 30 / NET 60 / DUE ON RECEIPT]
  Current invoicing method: [MANUAL / APP / ACCOUNTING SOFTWARE / NONE]


Invoice Template Setup:
Create professional invoice templates including:

  Business details (name, address, tax ID, logo)
  Customer billing and shipping information
  Sequential invoice numbering system: [PREFIX-0001 FORMAT]
  Line items with SKU, description, quantity, unit price, total
  Tax calculations per jurisdiction
  Discount lines (trade discount, volume discount, early payment discount)
  Shipping charges
  Payment terms and due date
  Payment instructions (bank details, payment link)
  Notes and terms and conditions


Draft Order Invoice Generation:

  Create a draft order (with line items, tax, and terms) per invoice request – this is the executable core above
  Recurring invoices for subscription or repeat wholesale customers: create each cycle’s draft order as it comes due
  Batch invoice generation for multiple orders to the same customer: create one draft order per invoice, or a combined one on request
  Pro forma invoice generation for international orders


Payment Tracking:

  Track invoice status: draft, sent, viewed, partial payment, paid, overdue
  Aging report: current, 1-30 days, 31-60 days, 61-90 days, 90+ days
  Outstanding receivables total and by customer
  Average days to payment by customer
  Cash collection forecast based on outstanding invoices


Follow-Up Automation:

  Automated payment reminder schedule:
    
      Reminder 1: [3] days before due date
      Reminder 2: on due date
      Reminder 3: [7] days after due date
      Final notice: [14] days after due date
    
  
  Escalation process for chronically late payers
  Late payment fee policy: [PERCENTAGE OR FLAT FEE]


Integration:

  Connect invoicing to accounting software: [YOUR ACCOUNTING SOFTWARE]
  Sync customer records and payment history
  Automated journal entries for invoice creation and payment receipt


Recommended Shopify Apps:

  Compare top invoicing apps for Shopify
  Setup guide for the best option given my needs


Provide invoice templates, payment tracking spreadsheet, and follow-up email templates.