B2B Invoicing with Net Terms and Purchase Orders

This package builds invoicing for a wholesaler, distributor, manufacturer or B2B service firm that sells on account: quotes that turn into invoices, purchase order numbers on every document, net 15, 30 or 60 payment terms, credit limits and monthly statements. A plain invoicing portal sends a bill and takes a card; this one handles the credit side of business sales, which is where spreadsheets usually break.

From quote to cash

Your sales team builds a quote from your price list and sends it as a PDF. When the buyer accepts, one click turns it into an invoice with the same lines, the customer's PO number and a due date calculated from their terms. Accounts that require a PO cannot be invoiced without one, which saves the rejected-invoice emails from a buyer's accounts payable team.

• Credit limits on Business: an order that would push an account over its limit is held for approval.
• Statements list every open invoice with aging buckets of current, 30, 60 and 90 days past due.
• Partial payments and one remittance covering several invoices are matched line by line.
• Early-payment discounts, such as 2/10 net 30, apply when payment arrives inside the window.

Matching the size of your customer list

Starter suits a firm with a few dozen trade accounts that needs proper terms and PO numbers. Business is for a team that chases payments every week and wants statements, aging and an accounting sync. Premium adds approval steps for large quotes, blanket POs that draw down a balance, customer-specific price lists and notes for collections calls.

What you decide

Credit decisions, terms and collection policy stay yours; the system enforces the rules you set. Card and ACH fees are paid to your gateway, and accounting software subscriptions to Intuit or Xero.