Wholesale Invoicing: Best Practices for B2B Shopify Stores

B2B invoicing has unique requirements that differ from standard retail operations. Here's what you need to know.

Key Differences from B2C Invoicing

• **Payment terms**: Net 30, Net 60, or custom terms

• **Tax handling**: Tax-exempt customers, VAT considerations

• **Volume pricing**: Tiered discounts and bulk rates

• **Purchase orders**: PO number tracking and matching

Essential Invoice Elements for B2B

1. **Company details**: Full legal name and address

2. **Tax ID**: Customer's tax identification number

3. **Payment terms**: Clear due date and terms

4. **Bank details**: For wire transfers

5. **PO reference**: Customer's purchase order number

Handling Payment Terms

Set up clear payment term options:

• **Net 15**: Due within 15 days

• **Net 30**: Standard 30-day terms

• **Net 60**: Extended for established clients

• **2/10 Net 30**: 2% discount if paid within 10 days

Tax Considerations

• Verify tax-exempt status before orders

• Include tax ID on all invoices

• Handle international VAT properly

• Keep documentation for audits

Streamlining B2B Operations

PDF Invoice offers wholesale-specific features:

• Custom payment term templates

• Tax-exempt customer handling

• PO number tracking

• Bulk invoice generation