Shopify Invoice Payment Setup: Features, Benefits, and Tips

When running a Shopify store, especially one focused on B2B, wholesale, or made-to-order products, offering flexible payment options can make or break a sale. Not every customer is ready to pay instantly with a card or wallet. Many want to place an order first and receive an invoice later for manual payment via bank transfer or other offline methods.

This is where the INV – Invoice Payment Method app for Shopify comes in. It allows merchants to offer "Pay by Invoice" as a checkout option, giving customers the freedom to pay later, while keeping everything neatly tracked within Shopify.

Let’s explore how to set it up, what features it offers, and why it can be a game-changer for your business.

Key Features of the Invoice Payment App

The Shopify Invoice Payment Method app integrates seamlessly and adds a fully functional offline billing option. Here’s what you get:

• Customizable Invoice Payment Option: Add a "Pay by Invoice" method to your checkout page that appears based on conditions like customer tags, country, or cart value.

• Manual Order Review & Approval: You can accept, reject, or edit orders submitted with invoice payments before processing them.

• Automated PDF Invoices: Once an order is placed, a professional invoice can be emailed automatically to the customer.

• Email Notifications: Set up reminders or follow-ups for unpaid orders.

• Flexible Instructions: Include bank details, payment terms, or any specific billing notes in the invoice.

These features provide full control over offline payments while maintaining a user-friendly checkout flow.

Benefits for Shopify Merchants

1. Perfect for B2B and Wholesale Stores: Many B2B buyers expect an invoice before they make payment. This app meets that need while keeping the process streamlined.

2. Support for Manual Pricing and Approval: If your store deals with custom quotes or negotiable pricing, invoice payments allow you to confirm details post-checkout.

3. Reduce Abandonment Rates: Not all customers are ready to pay upfront. Offering "Pay by Invoice" can prevent potential drop-offs at checkout.

4. Builds Trust: Giving customers flexibility and professionalism in billing creates a better buying experience and encourages repeat purchases.

5. Simplifies Bookkeeping: All invoice orders are stored within your Shopify admin, making it easier to track payments and manage fulfillment.

Tips to Configure It Like a Pro

• Restrict Access: Only show the invoice payment option to specific customers, tags (e.g., "wholesale"), or locations where offline billing is standard practice.

• Set Clear Payment Terms: Include due dates and late payment policies directly on the invoice to avoid confusion.

• Test the Flow: Before going live, run test orders to ensure invoices are sent correctly and the experience is smooth.

• Use Branded Messaging: Customize your invoice email with your logo, tone, and payment instructions for a professional look.

• Monitor Pending Payments: Keep a close eye on unpaid orders and send reminders when needed.

Final Thoughts

Setting up Shopify’s Invoice Payment method using the INV app is simple, but the impact is significant. From improving customer trust to enabling bulk sales and custom orders, this setup is essential for modern, flexible eCommerce operations, especially in the B2B space.

Whether you’re just starting out or scaling a wholesale business, invoice payments can help bridge the gap between order placement and payment in a seamless, structured way.

A seasoned Digital Marketing Manager with a strong focus on eCommerce. Skilled in optimizing store performance, increasing online sales, and enhancing customer engagement through data-driven strategies.