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