Invoices

Wholesale invoices track what a B2B company owes after a quote is accepted.

Fields

Field	Description
Company	B2B buyer responsible for payment.
Draft quote	Quote used as the source of the invoice when applicable.
Amount due	Total invoice amount in the store currency.
Amount paid	Total received payments recorded against the invoice.
Balance due	Remaining unpaid amount.
Due date	Invoice due date.
Status	Current payment state.

Typical payment states

• Pending
• Partially paid
• Paid
• Overdue
• Cancelled

How invoices should be used

1. Create the invoice after the buyer accepts the wholesale quote.
2. Confirm the company, amount due, and due date.
3. Record payments as funds are received outside the app.
4. Use the balance due and status to follow up on open receivables.
5. Review company credit after payments are recorded.

Payment tracking

Invoice payments are receipt records. They document money collected through channels such as bank transfer, ACH, check, cash, or another offline arrangement.

After a payment is recorded, the invoice balance and company credit view update to reflect the received amount.

Good operating practice

• Keep invoice amounts aligned with the accepted quote.
• Use due dates that match the buyer's agreed payment terms.
• Record payment references clearly so finance teams can reconcile later.
• Do not record a payment until the merchant has actually received the funds.
• Follow up early when an invoice is overdue or a buyer has low available credit.